Upbound Group, Inc.
UPBD- Exchange
- Nasdaq
- Industry
- Services-Equipment Rental & Leasing, NEC
- SEC CIK
- 0000933036
In the last 90 days, Upbound Group, Inc. insiders filed 1 open-market purchase and 1 sale; 259 institutions reported holding it in 13F filings for Q2 2026, worth $1.23B in total; no superinvestor holds it.
13F holders, Q3 2024
Institutional positions in Upbound Group, Inc. as of Sep 30, 2024. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 246
- 0 vs. Q2 2024
- Shares held
- 45.2M
- +3.36M (+8.0%) vs. Q2 2024
- Total value
- $1.45B
- +$160.4M (+12.5%) vs. Q2 2024
- New holders
- 33
- 102 more added
- Sold out
- 33
- 78 more reduced
2 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2024: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting UPBD on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 259 | $1.23B |
| Q1 2026 | 240 | $1.01B |
| Q4 2025 | 239 | $972.3M |
| Q3 2025 | 262 | $1.27B |
| Q2 2025 | 256 | $1.33B |
| Q1 2025 | 243 | $1.15B |
| Q4 2024 | 241 | $1.36B |
| Q3 2024 | 246 | $1.45B |
| Q2 2024 | 248 | $1.53B |
| Q1 2024 | 242 | $1.62B |
| Q4 2023 | 233 | $1.52B |
| Q3 2023 | 215 | $1.33B |
| Q2 2023 | 220 | $1.52B |
| Q1 2023 | 204 | $1.17B |
| Q4 2022 | 206 | $1.11B |
| Q3 2022 | 216 | $833.7M |
| Q2 2022 | 220 | $966.4M |
| Q1 2022 | 224 | $1.30B |
| Q4 2021 | 247 | $2.32B |
| Q3 2021 | 271 | $2.86B |
| Q2 2021 | 284 | $2.77B |
| Q1 2021 | 270 | $2.90B |
Institutions, Q3 2024
Shares, value and share of portfolio for each institution holding Upbound Group, Inc.; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 8,681,206 | $277.7M | 0.01% | +8,681,206 | New |
| Vanguard Group Inc | 6,667,863 | $213.3M | 0.00% | +205,616+3.2% | Added |
| FMR LLC | 4,320,993 | $138.2M | 0.01% | −1,436,968−25.0% | Reduced |
| Dimensional Fund Advisors LP | 2,235,463 | $71.5M | 0.02% | +62,086+2.9% | Added |
| State Street Corp | 2,028,224 | $64.9M | 0.00% | +43,814+2.2% | Added |
| LSV Asset Management | 1,681,953 | $53.8M | 0.12% | −11,600−0.7% | Reduced |
| Geode Capital Management, LLC | 1,217,880 | $39.0M | 0.00% | +54,427+4.7% | Added |
| Charles Schwab Investment Management Inc | 914,047 | $29.2M | 0.01% | +33,167+3.8% | Added |
| Arrowstreet Capital, Limited Partnership | 846,082 | $27.1M | 0.02% | +485,422+134.6% | Added |
| Huber Capital Management LLC | 837,804 | $26.8M | 5.39% | +92,505+12.4% | Added |
| Ieq Capital, LLC | 756,498 | $24.2M | 0.30% | −4,070,523−84.3% | Reduced |
| Bank of New York Mellon Corp | 742,707 | $23.8M | 0.00% | −19,058−2.5% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 694,377 | $22.2M | 0.09% | +10.0% | Added |
| Nuveen Asset Management, LLC | 683,428 | $21.9M | 0.01% | +154,474+29.2% | Added |
| Morgan Stanley | 632,257 | $20.2M | 0.00% | −24,984−3.8% | Reduced |
| Qube Research & Technologies Ltd | 608,771 | $19.5M | 0.04% | +408,950+204.7% | Added |
| Goldman Sachs Group Inc | 561,949 | $18.0M | 0.00% | +207,682+58.6% | Added |
| Northern Trust Corp | 535,127 | $17.1M | 0.00% | +13,850+2.7% | Added |
| Bank of America Corp | 476,249 | $15.2M | 0.00% | +176,308+58.8% | Added |
| Wellington Management Group LLP | 405,569 | $13.0M | 0.00% | +391,888+2,864.5% | Added |
| Invesco Ltd. | 373,885 | $12.0M | 0.00% | −16,008−4.1% | Reduced |
| Bragg Financial Advisors, Inc | 356,038 | $11.4M | 0.47% | +2,800+0.8% | Added |
| D. E. Shaw & Co., Inc. | 319,830 | $10.2M | 0.01% | +185,915+138.8% | Added |
| Barclays PLC | 316,225 | $10.1M | 0.00% | +94,333+42.5% | Added |
| Federated Hermes, Inc. | 300,727 | $9.62M | 0.02% | +17,535+6.2% | Added |
| Algert Global LLC | 265,661 | $8.50M | 0.23% | +120,345+82.8% | Added |
| Cubist Systematic Strategies, LLC | 234,348 | $7.50M | 0.11% | +163,667+231.6% | Added |
| Principal Financial Group Inc | 231,053 | $7.39M | 0.00% | −9,302−3.9% | Reduced |
| Millennium Management LLC | 199,790 | $6.39M | 0.01% | +97,855+96.0% | Added |
| Citadel Advisors LLC | 198,689 | $6.36M | 0.01% | +66,858+50.7% | Added |
| JPMorgan Chase & Co | 182,397 | $5.83M | 0.00% | +103,212+130.3% | Added |
| Alliancebernstein L.P. | 178,018 | $5.69M | 0.00% | −10,120−5.4% | Reduced |
| Schonfeld Strategic Advisors LLC | 169,521 | $5.42M | 0.04% | +132,312+355.6% | Added |
| Verition Fund Management LLC | 154,093 | $4.93M | 0.03% | −112,369−42.2% | Reduced |
| Balyasny Asset Management LLC | 150,127 | $4.80M | 0.01% | −39,428−20.8% | Reduced |
| Rhumbline Advisers | 144,617 | $4.63M | 0.00% | +2,310+1.6% | Added |
| Norges Bank | 142,181 | $4.55M | 0.00% | −75,683−34.7% | Reduced |
| Legal & General Group Plc | 130,475 | $4.17M | 0.00% | +4,934+3.9% | Added |
| BNP Paribas Arbitrage, SA | 127,862 | $4.09M | 0.00% | −9,844−7.1% | Reduced |
| Philadelphia Financial Management of San Francisco, LLC | 126,139 | $4.04M | 0.86% | +126,139 | New |
| Walleye Capital LLC | 120,369 | $3.85M | 0.04% | +69,771+137.9% | Added |
| Ameriprise Financial Inc | 120,141 | $3.84M | 0.00% | −24,026−16.7% | Reduced |
| UBS Asset Management Americas Inc | 118,583 | $3.79M | 0.00% | −1,638−1.4% | Reduced |
| Citigroup Inc | 118,042 | $3.78M | 0.00% | +24,983+26.8% | Added |
| Steward Partners Investment Advisory, LLC | 115,958 | $3.71M | 0.03% | +18,166+18.6% | Added |
| Public Sector Pension Investment Board | 103,292 | $3.30M | 0.02% | +4,700+4.8% | Added |
| Segall Bryant & Hamill, LLC | 102,811 | $3.29M | 0.04% | +1,711+1.7% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 101,405 | $3.24M | 0.01% | +98,354+3,223.7% | Added |
| Davidson Kempner Capital Management LP | 100,000 | $3.20M | 0.07% | +100,000 | New |
| Landscape Capital Management, L.L.C. | 98,605 | $3.15M | 0.32% | −9,858−9.1% | Reduced |
| Victory Capital Management Inc | 98,421 | $3.15M | 0.00% | +59,526+153.0% | Added |
| Intech Investment Management LLC | 95,989 | $3.07M | 0.03% | +71,285+288.6% | Added |
| Thrivent Financial for Lutherans | 94,129 | $3.01M | 0.01% | +1,032+1.1% | Added |
| Allianz Asset Management GmbH | 91,640 | $2.93M | 0.00% | +4,133+4.7% | Added |
| Swiss National Bank | 91,100 | $2.91M | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 87,914 | $2.81M | 0.00% | +53,706+157.0% | Added |
| Man Group plc | 81,732 | $2.61M | 0.01% | −37,227−31.3% | Reduced |
| Marshall Wace, LLP | 80,885 | $2.59M | 0.00% | −315,003−79.6% | Reduced |
| New York State Teachers Retirement System | 80,578 | $2.58M | 0.01% | +393+0.5% | Added |
| Jane Street Group, LLC | 80,123 | $2.56M | 0.00% | +15,473+23.9% | Added |
| First National Bank of Omaha | 76,187 | $2.44M | 0.16% | −6,658−8.0% | Reduced |
| AXA S.A. | 73,423 | $2.35M | 0.01% | +73,423 | New |
| Voloridge Investment Management, LLC | 73,328 | $2.35M | 0.01% | +73,328 | New |
| HSBC Holdings PLC | 70,980 | $2.27M | 0.00% | −1,295−1.8% | Reduced |
| Canada Pension Plan Investment Board | 69,100 | $2.21M | 0.00% | +23,800+52.5% | Added |
| Panagora Asset Management Inc | 66,198 | $2.12M | 0.01% | +66,198 | New |
| Quantbot Technologies LP | 66,177 | $2.12M | 0.08% | +66,177 | New |
| First National Advisers, LLC | 65,236 | $2.09M | 0.33% | +2,225+3.5% | Added |
| Raymond James & Associates | 64,363 | $2.06M | 0.00% | −7,622−10.6% | Reduced |
| Price T Rowe Associates Inc | 64,051 | $2.05M | 0.00% | +475+0.7% | Added |
| Great West Life Assurance Co | 61,953 | $1.98M | 0.00% | +469+0.8% | Added |
| Caxton Associates LP | 60,402 | $1.93M | 0.09% | +29,265+94.0% | Added |
| Engineers Gate Manager LP | 58,793 | $1.88M | 0.04% | +30,232+105.9% | Added |
| Kendall Capital Management | 56,080 | $1.79M | 0.55% | +1,990+3.7% | Added |
| Campbell & CO Investment Adviser LLC | 55,025 | $1.76M | 0.13% | +35,480+181.5% | Added |
| Interval Partners, LP | 54,061 | $1.73M | 0.05% | −11,240−17.2% | Reduced |
| Martingale Asset Management L P | 50,691 | $1.62M | 0.04% | −35,025−40.9% | Reduced |
| Prudential Financial Inc | 50,671 | $1.62M | 0.00% | +2,051+4.2% | Added |
| Secure Asset Management, LLC | 50,376 | $1.61M | 0.27% | +9,264+22.5% | Added |
| UBS Group AG | 48,131 | $1.54M | 0.00% | −15,866−24.8% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 45,356 | $1.45M | 0.00% | −23,818−34.4% | Reduced |
| California State Teachers Retirement System | 44,458 | $1.42M | 0.00% | −1,201−2.6% | Reduced |
| Cresset Asset Management, LLC | 44,415 | $1.42M | 0.01% | +3,012+7.3% | Added |
| Teacher Retirement System of Texas | 44,232 | $1.42M | 0.01% | +13,893+45.8% | Added |
| Amundi | 43,502 | $1.27M | 0.00% | +2,962+7.3% | Added |
| Two Sigma Investments, LP | 38,825 | $1.24M | 0.00% | −28,971−42.7% | Reduced |
| Graham Capital Management, L.P. | 38,812 | $1.24M | 0.04% | +31,207+410.3% | Added |
| State of Tennessee, Treasury Department | 38,224 | $1.22M | 0.00% | +1,199+3.2% | Added |
| Summit Global Investments | 37,997 | $1.22M | 0.08% | +37,997 | New |
| Jackson Creek Investment Advisors LLC | 37,012 | $1.18M | 0.35% | +8,240+28.6% | Added |
| Deutsche Bank AG | 33,957 | $1.09M | 0.00% | +6,744+24.8% | Added |
| State Board of Administration of Florida Retirement System | 33,870 | $1.08M | 0.00% | +6,333+23.0% | Added |
| Y-Intercept (Hong Kong) Ltd | 33,862 | $1.08M | 0.07% | +8,360+32.8% | Added |
| Alberta Investment Management Corp | 33,600 | $1.07M | 0.01% | 00.0% | Unchanged |
| Teza Capital Management LLC | 33,192 | $1.06M | 0.12% | +16,814+102.7% | Added |
| Edgestream Partners, L.P. | 32,991 | $1.06M | 0.05% | −107,641−76.5% | Reduced |
| Two Sigma Advisers, LP | 32,700 | $1.05M | 0.00% | −17,600−35.0% | Reduced |
| State of Wisconsin Investment Board | 32,099 | $1.03M | 0.00% | −27,668−46.3% | Reduced |
| Aquatic Capital Management LLC | 31,600 | $1.01M | 0.03% | −3,700−10.5% | Reduced |
| MetLife Investment Management | 31,007 | $991.9K | 0.01% | 00.0% | Unchanged |