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 |
|---|---|---|---|---|---|
| Rafferty Asset Management, LLC | 13,865 | $443.5K | 0.00% | +645+4.9% | Added |
| Alps Advisors Inc | 14,173 | $453.4K | 0.00% | −1,221−7.9% | Reduced |
| CenterBook Partners LP | 14,353 | $459.2K | 0.03% | +14,353 | New |
| Amalgamated Bank | 14,491 | $464.0K | 0.00% | +496+3.5% | Added |
| Counterpoint Mutual Funds LLC | 14,620 | $467.7K | 0.09% | +901+6.6% | Added |
| Redwood Investment Management, LLC | 14,916 | $484.0K | 0.04% | −2,541−14.6% | Reduced |
| Cornercap Investment Counsel Inc | 15,210 | $486.6K | 0.14% | −16,072−51.4% | Reduced |
| Centiva Capital, LP | 15,474 | $495.0K | 0.02% | −5,782−27.2% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 15,887 | $508.2K | 0.02% | −120−0.7% | Reduced |
| Maryland State Retirement & Pension System | 16,435 | $525.8K | 0.01% | +817+5.2% | Added |
| Comerica Bank | 16,970 | $542.9K | 0.00% | +640+3.9% | Added |
| Voya Investment Management LLC | 17,152 | $548.7K | 0.00% | −863−4.8% | Reduced |
| Headlands Technologies LLC | 17,162 | $549.0K | 0.06% | +17,162 | New |
| Teachers Retirement System of the State of Kentucky | 17,222 | $551.0K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 17,408 | $564.5K | 0.00% | −2,176−11.1% | Reduced |
| Fox Run Management, L.L.C. | 18,238 | $583.4K | 0.13% | +10,703+142.0% | Added |
| KBC Group NV | 18,596 | $595.0K | 0.00% | 00.0% | Unchanged |
| Yousif Capital Management, LLC | 18,730 | $599.2K | 0.01% | +656+3.6% | Added |
| New York State Common Retirement Fund | 18,851 | $603.0K | 0.00% | −4,000−17.5% | Reduced |
| Prelude Capital Management, LLC | 19,191 | $613.9K | 0.05% | +19,191 | New |
| Tudor Investment Corp Et Al | 19,675 | $629.4K | 0.01% | +19,675 | New |
| O'Shaughnessy Asset Management, LLC | 21,696 | $637.2K | 0.01% | −26,911−55.4% | Reduced |
| Nebula Research & Development LLC | 20,360 | $651.3K | 0.08% | +20,360 | New |
| LPL Financial LLC | 21,057 | $673.6K | 0.00% | +30.0% | Added |
| CoreCap Advisors, LLC | 21,495 | $687.6K | 0.03% | +1,758+8.9% | Added |
| Wells Fargo & Company | 21,848 | $698.9K | 0.00% | −3,580−14.1% | Reduced |
| ProShare Advisors LLC | 22,192 | $709.9K | 0.00% | +6,060+37.6% | Added |
| Dynamic Technology Lab Private Ltd | 23,133 | $740.0K | 0.08% | −7,909−25.5% | Reduced |
| Louisiana State Employees Retirement System | 23,500 | $751.8K | 0.01% | +1,000+4.4% | Added |
| Janus Henderson Group PLC | 23,555 | $753.5K | 0.00% | 00.0% | Unchanged |
| Wakefield Asset Management LLLP | 24,850 | $795.0K | 0.26% | −252−1.0% | Reduced |
| Manufacturers Life Insurance Company, The | 24,880 | $795.9K | 0.00% | −1,243−4.8% | Reduced |
| Napatree Capital LLC | 25,627 | $819.8K | 0.57% | −1,240−4.6% | Reduced |
| Jacobs Levy Equity Management, Inc | 25,799 | $825.3K | 0.00% | −19,378−42.9% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 25,760 | $826.3K | 0.01% | −11,341−30.6% | Reduced |
| Illinois Municipal Retirement Fund | 25,882 | $828.0K | 0.01% | +1,534+6.3% | Added |
| STRS Ohio | 26,100 | $834.9K | 0.00% | +1,700+7.0% | Added |
| Jefferies Financial Group Inc. | 27,500 | $879.7K | 0.01% | +12,500+83.3% | Added |
| State of Alaska, Department of Revenue | 27,773 | $888.0K | 0.01% | +1,472+5.6% | Added |
| AQR Capital Management LLC | 29,272 | $936.4K | 0.00% | −1,444−4.7% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 29,393 | $940.3K | 0.00% | +1,734+6.3% | Added |
| ClariVest Asset Management LLC | 31,132 | $955.8K | 0.10% | 00.0% | Unchanged |
| Franklin Resources Inc | 32,791 | $963.1K | 0.00% | +7,372+29.0% | Added |
| Point72 Asset Management, L.P. | 30,373 | $971.6K | 0.00% | +30,373 | New |
| Corebridge Financial, Inc. | 30,602 | $979.0K | 0.01% | −149−0.5% | Reduced |
| Deerfield Management Company, L.P. (Series C) | 31,004 | $991.8K | 0.01% | +31,004 | New |
| MetLife Investment Management | 31,007 | $991.9K | 0.01% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 31,600 | $1.01M | 0.03% | −3,700−10.5% | Reduced |
| State of Wisconsin Investment Board | 32,099 | $1.03M | 0.00% | −27,668−46.3% | Reduced |
| Two Sigma Advisers, LP | 32,700 | $1.05M | 0.00% | −17,600−35.0% | Reduced |
| Edgestream Partners, L.P. | 32,991 | $1.06M | 0.05% | −107,641−76.5% | Reduced |
| Teza Capital Management LLC | 33,192 | $1.06M | 0.12% | +16,814+102.7% | Added |
| Alberta Investment Management Corp | 33,600 | $1.07M | 0.01% | 00.0% | Unchanged |
| Y-Intercept (Hong Kong) Ltd | 33,862 | $1.08M | 0.07% | +8,360+32.8% | Added |
| State Board of Administration of Florida Retirement System | 33,870 | $1.08M | 0.00% | +6,333+23.0% | Added |
| Deutsche Bank AG | 33,957 | $1.09M | 0.00% | +6,744+24.8% | Added |
| Jackson Creek Investment Advisors LLC | 37,012 | $1.18M | 0.35% | +8,240+28.6% | Added |
| Summit Global Investments | 37,997 | $1.22M | 0.08% | +37,997 | New |
| State of Tennessee, Treasury Department | 38,224 | $1.22M | 0.00% | +1,199+3.2% | Added |
| Graham Capital Management, L.P. | 38,812 | $1.24M | 0.04% | +31,207+410.3% | Added |
| Two Sigma Investments, LP | 38,825 | $1.24M | 0.00% | −28,971−42.7% | Reduced |
| Amundi | 43,502 | $1.27M | 0.00% | +2,962+7.3% | Added |
| Teacher Retirement System of Texas | 44,232 | $1.42M | 0.01% | +13,893+45.8% | Added |
| Cresset Asset Management, LLC | 44,415 | $1.42M | 0.01% | +3,012+7.3% | Added |
| California State Teachers Retirement System | 44,458 | $1.42M | 0.00% | −1,201−2.6% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 45,356 | $1.45M | 0.00% | −23,818−34.4% | Reduced |
| UBS Group AG | 48,131 | $1.54M | 0.00% | −15,866−24.8% | Reduced |
| Secure Asset Management, LLC | 50,376 | $1.61M | 0.27% | +9,264+22.5% | Added |
| Prudential Financial Inc | 50,671 | $1.62M | 0.00% | +2,051+4.2% | Added |
| Martingale Asset Management L P | 50,691 | $1.62M | 0.04% | −35,025−40.9% | Reduced |
| Interval Partners, LP | 54,061 | $1.73M | 0.05% | −11,240−17.2% | Reduced |
| Campbell & CO Investment Adviser LLC | 55,025 | $1.76M | 0.13% | +35,480+181.5% | Added |
| Kendall Capital Management | 56,080 | $1.79M | 0.55% | +1,990+3.7% | Added |
| Engineers Gate Manager LP | 58,793 | $1.88M | 0.04% | +30,232+105.9% | Added |
| Caxton Associates LP | 60,402 | $1.93M | 0.09% | +29,265+94.0% | Added |
| Great West Life Assurance Co | 61,953 | $1.98M | 0.00% | +469+0.8% | Added |
| Price T Rowe Associates Inc | 64,051 | $2.05M | 0.00% | +475+0.7% | Added |
| Raymond James & Associates | 64,363 | $2.06M | 0.00% | −7,622−10.6% | Reduced |
| First National Advisers, LLC | 65,236 | $2.09M | 0.33% | +2,225+3.5% | Added |
| Quantbot Technologies LP | 66,177 | $2.12M | 0.08% | +66,177 | New |
| Panagora Asset Management Inc | 66,198 | $2.12M | 0.01% | +66,198 | New |
| Canada Pension Plan Investment Board | 69,100 | $2.21M | 0.00% | +23,800+52.5% | Added |
| HSBC Holdings PLC | 70,980 | $2.27M | 0.00% | −1,295−1.8% | Reduced |
| Voloridge Investment Management, LLC | 73,328 | $2.35M | 0.01% | +73,328 | New |
| AXA S.A. | 73,423 | $2.35M | 0.01% | +73,423 | New |
| First National Bank of Omaha | 76,187 | $2.44M | 0.16% | −6,658−8.0% | Reduced |
| Jane Street Group, LLC | 80,123 | $2.56M | 0.00% | +15,473+23.9% | Added |
| New York State Teachers Retirement System | 80,578 | $2.58M | 0.01% | +393+0.5% | Added |
| Marshall Wace, LLP | 80,885 | $2.59M | 0.00% | −315,003−79.6% | Reduced |
| Man Group plc | 81,732 | $2.61M | 0.01% | −37,227−31.3% | Reduced |
| Russell Investments Group, Ltd. | 87,914 | $2.81M | 0.00% | +53,706+157.0% | Added |
| Swiss National Bank | 91,100 | $2.91M | 0.00% | 00.0% | Unchanged |
| Allianz Asset Management GmbH | 91,640 | $2.93M | 0.00% | +4,133+4.7% | Added |
| Thrivent Financial for Lutherans | 94,129 | $3.01M | 0.01% | +1,032+1.1% | Added |
| Intech Investment Management LLC | 95,989 | $3.07M | 0.03% | +71,285+288.6% | Added |
| Victory Capital Management Inc | 98,421 | $3.15M | 0.00% | +59,526+153.0% | Added |
| Landscape Capital Management, L.L.C. | 98,605 | $3.15M | 0.32% | −9,858−9.1% | Reduced |
| Davidson Kempner Capital Management LP | 100,000 | $3.20M | 0.07% | +100,000 | New |
| Mitsubishi UFJ Trust & Banking Corp | 101,405 | $3.24M | 0.01% | +98,354+3,223.7% | Added |
| Segall Bryant & Hamill, LLC | 102,811 | $3.29M | 0.04% | +1,711+1.7% | Added |