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 |
|---|---|---|---|---|---|
| Deerfield Management Company, L.P. (Series C) | 31,004 | $991.8K | 0.01% | +31,004 | New |
| Corebridge Financial, Inc. | 30,602 | $979.0K | 0.01% | −149−0.5% | Reduced |
| Point72 Asset Management, L.P. | 30,373 | $971.6K | 0.00% | +30,373 | New |
| Franklin Resources Inc | 32,791 | $963.1K | 0.00% | +7,372+29.0% | Added |
| ClariVest Asset Management LLC | 31,132 | $955.8K | 0.10% | 00.0% | Unchanged |
| Mirae Asset Global ETFs Holdings Ltd. | 29,393 | $940.3K | 0.00% | +1,734+6.3% | Added |
| AQR Capital Management LLC | 29,272 | $936.4K | 0.00% | −1,444−4.7% | Reduced |
| State of Alaska, Department of Revenue | 27,773 | $888.0K | 0.01% | +1,472+5.6% | Added |
| Jefferies Financial Group Inc. | 27,500 | $879.7K | 0.01% | +12,500+83.3% | Added |
| STRS Ohio | 26,100 | $834.9K | 0.00% | +1,700+7.0% | Added |
| Illinois Municipal Retirement Fund | 25,882 | $828.0K | 0.01% | +1,534+6.3% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 25,760 | $826.3K | 0.01% | −11,341−30.6% | Reduced |
| Jacobs Levy Equity Management, Inc | 25,799 | $825.3K | 0.00% | −19,378−42.9% | Reduced |
| Napatree Capital LLC | 25,627 | $819.8K | 0.57% | −1,240−4.6% | Reduced |
| Manufacturers Life Insurance Company, The | 24,880 | $795.9K | 0.00% | −1,243−4.8% | Reduced |
| Wakefield Asset Management LLLP | 24,850 | $795.0K | 0.26% | −252−1.0% | Reduced |
| Janus Henderson Group PLC | 23,555 | $753.5K | 0.00% | 00.0% | Unchanged |
| Louisiana State Employees Retirement System | 23,500 | $751.8K | 0.01% | +1,000+4.4% | Added |
| Dynamic Technology Lab Private Ltd | 23,133 | $740.0K | 0.08% | −7,909−25.5% | Reduced |
| ProShare Advisors LLC | 22,192 | $709.9K | 0.00% | +6,060+37.6% | Added |
| Wells Fargo & Company | 21,848 | $698.9K | 0.00% | −3,580−14.1% | Reduced |
| CoreCap Advisors, LLC | 21,495 | $687.6K | 0.03% | +1,758+8.9% | Added |
| LPL Financial LLC | 21,057 | $673.6K | 0.00% | +30.0% | Added |
| Nebula Research & Development LLC | 20,360 | $651.3K | 0.08% | +20,360 | New |
| O'Shaughnessy Asset Management, LLC | 21,696 | $637.2K | 0.01% | −26,911−55.4% | Reduced |
| Tudor Investment Corp Et Al | 19,675 | $629.4K | 0.01% | +19,675 | New |
| Prelude Capital Management, LLC | 19,191 | $613.9K | 0.05% | +19,191 | New |
| New York State Common Retirement Fund | 18,851 | $603.0K | 0.00% | −4,000−17.5% | Reduced |
| Yousif Capital Management, LLC | 18,730 | $599.2K | 0.01% | +656+3.6% | Added |
| KBC Group NV | 18,596 | $595.0K | 0.00% | 00.0% | Unchanged |
| Fox Run Management, L.L.C. | 18,238 | $583.4K | 0.13% | +10,703+142.0% | Added |
| Jones Financial Companies LLLP | 17,408 | $564.5K | 0.00% | −2,176−11.1% | Reduced |
| Teachers Retirement System of the State of Kentucky | 17,222 | $551.0K | 0.00% | 00.0% | Unchanged |
| Headlands Technologies LLC | 17,162 | $549.0K | 0.06% | +17,162 | New |
| Voya Investment Management LLC | 17,152 | $548.7K | 0.00% | −863−4.8% | Reduced |
| Comerica Bank | 16,970 | $542.9K | 0.00% | +640+3.9% | Added |
| Maryland State Retirement & Pension System | 16,435 | $525.8K | 0.01% | +817+5.2% | Added |
| Hennion & Walsh Asset Management, Inc. | 15,887 | $508.2K | 0.02% | −120−0.7% | Reduced |
| Centiva Capital, LP | 15,474 | $495.0K | 0.02% | −5,782−27.2% | Reduced |
| Cornercap Investment Counsel Inc | 15,210 | $486.6K | 0.14% | −16,072−51.4% | Reduced |
| Redwood Investment Management, LLC | 14,916 | $484.0K | 0.04% | −2,541−14.6% | Reduced |
| Counterpoint Mutual Funds LLC | 14,620 | $467.7K | 0.09% | +901+6.6% | Added |
| Amalgamated Bank | 14,491 | $464.0K | 0.00% | +496+3.5% | Added |
| CenterBook Partners LP | 14,353 | $459.2K | 0.03% | +14,353 | New |
| Alps Advisors Inc | 14,173 | $453.4K | 0.00% | −1,221−7.9% | Reduced |
| Rafferty Asset Management, LLC | 13,865 | $443.5K | 0.00% | +645+4.9% | Added |
| Tower Research Capital LLC (TRC) | 13,481 | $431.3K | 0.01% | +5,406+66.9% | Added |
| Arizona State Retirement System | 13,371 | $427.7K | 0.00% | +423+3.3% | Added |
| CWM Advisors, LLC | 12,980 | $415.2K | 0.04% | +1,466+12.7% | Added |
| MQS Management LLC | 11,805 | $377.6K | 0.21% | +2,234+23.3% | Added |
| Nisa Investment Advisors, LLC | 11,530 | $368.8K | 0.00% | −1,188−9.3% | Reduced |
| Oregon Public Employees Retirement Fund | 11,416 | $365.2K | 0.01% | +500+4.6% | Added |
| Renaissance Technologies LLC | 11,312 | $361.9K | 0.00% | −11,700−50.8% | Reduced |
| Cetera Investment Advisers | 11,099 | $355.1K | 0.00% | −280−2.5% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 10,674 | $341.5K | 0.00% | 00.0% | Unchanged |
| Keebeck Alpha, LP | 10,491 | $335.6K | 0.22% | +10,491 | New |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 10,403 | $332.8K | 0.00% | +750+7.8% | Added |
| EntryPoint Capital, LLC | 10,398 | $332.6K | 0.19% | +8,197+372.4% | Added |
| American Century Companies Inc | 10,335 | $330.6K | 0.00% | −201,185−95.1% | Reduced |
| Natixis Advisors, L.P. | 10,291 | $329.0K | 0.00% | +10,291 | New |
| Tributary Capital Management, LLC | 10,200 | $326.3K | 0.03% | −250−2.4% | Reduced |
| Exchange Traded Concepts, LLC | 9,992 | $319.6K | 0.01% | −881−8.1% | Reduced |
| Handelsbanken Fonder AB | 9,452 | $302.0K | 0.00% | 00.0% | Unchanged |
| Gsa Capital Partners LLP | 9,413 | $301.0K | 0.02% | −20,079−68.1% | Reduced |
| Vise Technologies, Inc. | 9,266 | $296.4K | 0.04% | −1,626−14.9% | Reduced |
| TD Asset Management Inc | 9,000 | $291.9K | 0.00% | +9,000 | New |
| Corton Capital Inc. | 8,903 | $284.8K | 0.14% | +2,314+35.1% | Added |
| Wolverine Asset Management LLC | 8,652 | $276.8K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 8,289 | $265.0K | 0.00% | +1,384+20.0% | Added |
| Dark Forest Capital Management LP | 8,033 | $257.0K | 0.03% | +8,033 | New |
| Sanctuary Advisors, LLC | 7,505 | $253.7K | 0.00% | −417−5.3% | Reduced |
| Shell Asset Management Co | 7,865 | $252.0K | 0.01% | +7,865 | New |
| Petrus Trust Company, LTA | 7,846 | $251.0K | 0.02% | −3,407−30.3% | Reduced |
| Cambria Investment Management, L.P. | 7,809 | $246.9K | 0.01% | −12,818−62.1% | Reduced |
| State of Wyoming | 7,418 | $237.3K | 0.03% | +2,286+44.5% | Added |
| Mutual of America Capital Management LLC | 7,320 | $234.2K | 0.00% | −43−0.6% | Reduced |
| Blueshift Asset Management, LLC | 7,259 | $232.2K | 0.06% | +7,259 | New |
| Virtu Financial LLC | 7,158 | $229.0K | 0.01% | +7,158 | New |
| Ritholtz Wealth Management | 7,134 | $228.2K | 0.01% | −4,310−37.7% | Reduced |
| Optimist Retirement Group LLC | 7,075 | $226.3K | 0.10% | 00.0% | Unchanged |
| Prentice Wealth Management LLC | 6,984 | $223.4K | 0.07% | −199−2.8% | Reduced |
| Quest Partners LLC | 6,682 | $213.8K | 0.02% | −21,084−75.9% | Reduced |
| PEAK6 Investments LLC | 6,630 | $212.1K | 0.01% | +6,630 | New |
| Public Employees Retirement Association of Colorado | 6,390 | $204.0K | 0.00% | 00.0% | Unchanged |
| SEI Investments Co | 6,348 | $203.1K | 0.00% | −4,742−42.8% | Reduced |
| Pictet Asset Management Holding SA | 6,304 | $201.7K | 0.00% | +6,304 | New |
| Magnetar Financial LLC | 6,285 | $201.1K | 0.00% | +6,285 | New |
| Trajan Wealth LLC | 6,265 | $200.4K | 0.01% | +6,265 | New |
| nVerses Capital, LLC | 6,000 | $191.9K | 0.09% | +6,000 | New |
| Ameritas Investment Partners, Inc. | 5,479 | $175.3K | 0.01% | 00.0% | Unchanged |
| Palouse Capital Management, Inc. | 4,776 | $152.8K | 0.10% | −70−1.4% | Reduced |
| SG Americas Securities, LLC | 4,440 | $142.0K | 0.00% | +4,440 | New |
| Advisor Group Holdings, Inc. | 3,484 | $111.5K | 0.00% | +892+34.4% | Added |
| Harbour Investments, Inc. | 3,357 | $107.4K | 0.00% | +572+20.5% | Added |
| The PNC Financial Services Group, Inc. | 3,356 | $107.4K | 0.00% | −2,580−43.5% | Reduced |
| Quarry LP | 3,282 | $105.0K | 0.03% | +2,590+374.3% | Added |
| Carolina Wealth Advisors, LLC | 2,469 | $79.0K | 0.04% | +37+1.5% | Added |
| Lazard Asset Management LLC | 2,308 | $72.0K | 0.00% | −14,813−86.5% | Reduced |
| Public Employees Retirement System of Ohio | 1,873 | $59.9K | 0.00% | +39+2.1% | Added |
| Ronald Blue Trust, Inc. | 1,566 | $48.1K | 0.00% | +448+40.1% | Added |