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, Q4 2024
Institutional positions in Upbound Group, Inc. as of Dec 31, 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
- 241
- −1 vs. Q3 2024
- Shares held
- 46.7M
- +1.58M (+3.5%) vs. Q3 2024
- Total value
- $1.36B
- −$79.7M (−5.5%) vs. Q3 2024
- New holders
- 37
- 92 more added
- Sold out
- 38
- 76 more reduced
4 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding Upbound Group, Inc.; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 9,041,578 | $263.7M | 0.01% | +360,372+4.2% | Added |
| Vanguard Group Inc | 6,781,075 | $197.8M | 0.00% | +113,212+1.7% | Added |
| FMR LLC | 4,239,068 | $123.7M | 0.01% | −81,925−1.9% | Reduced |
| Dimensional Fund Advisors LP | 2,328,229 | $67.9M | 0.02% | +92,766+4.1% | Added |
| State Street Corp | 2,148,176 | $63.4M | 0.00% | +119,952+5.9% | Added |
| LSV Asset Management | 1,574,823 | $45.9M | 0.11% | −107,130−6.4% | Reduced |
| Geode Capital Management, LLC | 1,219,661 | $35.6M | 0.00% | +1,781+0.1% | Added |
| Charles Schwab Investment Management Inc | 974,186 | $28.4M | 0.01% | +60,139+6.6% | Added |
| Huber Capital Management LLC | 856,147 | $25.0M | 4.98% | +18,343+2.2% | Added |
| Arrowstreet Capital, Limited Partnership | 811,604 | $23.7M | 0.02% | −34,478−4.1% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 799,757 | $23.3M | 0.09% | +105,380+15.2% | Added |
| Bank of New York Mellon Corp | 797,478 | $23.3M | 0.00% | +54,771+7.4% | Added |
| Ieq Capital, LLC | 748,956 | $21.8M | 0.21% | −7,542−1.0% | Reduced |
| Northern Trust Corp | 653,053 | $19.0M | 0.00% | +117,926+22.0% | Added |
| Morgan Stanley | 612,438 | $17.9M | 0.00% | −19,819−3.1% | Reduced |
| Qube Research & Technologies Ltd | 588,149 | $17.2M | 0.03% | −20,622−3.4% | Reduced |
| Wellington Management Group LLP | 559,120 | $16.3M | 0.00% | +153,551+37.9% | Added |
| Nuveen Asset Management, LLC | 548,896 | $16.0M | 0.00% | −134,532−19.7% | Reduced |
| Invesco Ltd. | 434,819 | $12.7M | 0.00% | +60,934+16.3% | Added |
| Bragg Financial Advisors, Inc | 406,171 | $11.8M | 0.48% | +50,133+14.1% | Added |
| Philadelphia Financial Management of San Francisco, LLC | 390,738 | $11.4M | 2.29% | +264,599+209.8% | Added |
| Barclays PLC | 363,770 | $10.6M | 0.01% | +47,545+15.0% | Added |
| D. E. Shaw & Co., Inc. | 362,525 | $10.6M | 0.01% | +42,695+13.3% | Added |
| Marshall Wace, LLP | 350,949 | $10.2M | 0.01% | +270,064+333.9% | Added |
| Kennedy Capital Management, Inc. | 350,162 | $10.2M | 0.23% | +350,162 | New |
| Goldman Sachs Group Inc | 307,998 | $8.98M | 0.00% | −253,951−45.2% | Reduced |
| Federated Hermes, Inc. | 306,768 | $8.95M | 0.02% | +6,041+2.0% | Added |
| Algert Global LLC | 287,442 | $8.38M | 0.20% | +21,781+8.2% | Added |
| Verition Fund Management LLC | 274,590 | $8.01M | 0.04% | +120,497+78.2% | Added |
| Victory Capital Management Inc | 267,618 | $7.81M | 0.01% | +169,197+171.9% | Added |
| Principal Financial Group Inc | 238,007 | $6.94M | 0.00% | +6,954+3.0% | Added |
| JPMorgan Chase & Co | 235,570 | $6.87M | 0.00% | +53,173+29.2% | Added |
| Intech Investment Management LLC | 213,198 | $6.22M | 0.06% | +117,209+122.1% | Added |
| Cubist Systematic Strategies, LLC | 191,171 | $5.58M | 0.09% | −43,177−18.4% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 178,299 | $5.20M | 0.01% | +178,299 | New |
| Alliancebernstein L.P. | 178,018 | $5.19M | 0.00% | 00.0% | Unchanged |
| Panagora Asset Management Inc | 173,774 | $5.07M | 0.02% | +107,576+162.5% | Added |
| BNP Paribas Arbitrage, SA | 168,446 | $4.91M | 0.00% | +40,584+31.7% | Added |
| Brandywine Global Investment Management, LLC | 167,397 | $4.88M | 0.04% | +167,397 | New |
| Bank of America Corp | 162,143 | $4.73M | 0.00% | −314,106−66.0% | Reduced |
| Norges Bank | 148,384 | $4.33M | 0.00% | +6,203+4.4% | Added |
| Voloridge Investment Management, LLC | 147,893 | $4.31M | 0.02% | +74,565+101.7% | Added |
| Rhumbline Advisers | 144,300 | $4.21M | 0.00% | −317−0.2% | Reduced |
| UBS Asset Management Americas Inc | 140,151 | $4.09M | 0.00% | +21,568+18.2% | Added |
| Legal & General Group Plc | 138,447 | $4.04M | 0.00% | +7,972+6.1% | Added |
| Raymond James Financial Inc | 134,459 | $3.92M | 0.00% | +134,459 | New |
| Public Sector Pension Investment Board | 121,339 | $3.54M | 0.01% | +18,047+17.5% | Added |
| AXA S.A. | 119,925 | $3.50M | 0.01% | +46,502+63.3% | Added |
| Ameriprise Financial Inc | 118,602 | $3.46M | 0.00% | −1,539−1.3% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 117,771 | $3.44M | 0.01% | +16,366+16.1% | Added |
| UBS Group AG | 117,742 | $3.43M | 0.00% | +69,611+144.6% | Added |
| Allianz Asset Management GmbH | 108,157 | $3.15M | 0.00% | +16,517+18.0% | Added |
| Teacher Retirement System of Texas | 103,978 | $3.03M | 0.01% | +59,746+135.1% | Added |
| Segall Bryant & Hamill, LLC | 97,895 | $2.86M | 0.04% | −4,916−4.8% | Reduced |
| Citigroup Inc | 91,100 | $2.66M | 0.00% | −26,942−22.8% | Reduced |
| Swiss National Bank | 91,100 | $2.66M | 0.00% | 00.0% | Unchanged |
| Renaissance Technologies LLC | 81,200 | $2.37M | 0.00% | +69,888+617.8% | Added |
| Kendall Capital Management | 80,950 | $2.36M | 0.69% | +24,870+44.3% | Added |
| New York State Teachers Retirement System | 80,938 | $2.36M | 0.00% | +360+0.4% | Added |
| First National Bank of Omaha | 71,628 | $2.09M | 0.14% | −4,559−6.0% | Reduced |
| First Trust Advisors LP | 70,746 | $2.06M | 0.00% | +70,746 | New |
| Man Group plc | 69,688 | $2.03M | 0.01% | −12,044−14.7% | Reduced |
| Thrivent Financial for Lutherans | 68,984 | $2.01M | 0.00% | −25,145−26.7% | Reduced |
| Schonfeld Strategic Advisors LLC | 68,491 | $2.00M | 0.01% | −101,030−59.6% | Reduced |
| Price T Rowe Associates Inc | 67,890 | $1.98M | 0.00% | +3,839+6.0% | Added |
| Bryce Point Capital, LLC | 67,428 | $1.97M | 0.57% | +67,428 | New |
| First National Advisers, LLC | 66,910 | $1.95M | 0.32% | +1,674+2.6% | Added |
| Interval Partners, LP | 65,842 | $1.92M | 0.05% | +11,781+21.8% | Added |
| Natixis Advisors, L.P. | 64,282 | $1.88M | 0.00% | +53,991+524.6% | Added |
| Edgestream Partners, L.P. | 63,841 | $1.86M | 0.08% | +30,850+93.5% | Added |
| Russell Investments Group, Ltd. | 58,072 | $1.69M | 0.00% | −29,842−33.9% | Reduced |
| Amundi | 56,159 | $1.68M | 0.00% | +12,657+29.1% | Added |
| Secure Asset Management, LLC | 56,832 | $1.66M | 0.25% | +6,456+12.8% | Added |
| Susquehanna International Group, LLP | 55,735 | $1.63M | 0.00% | +55,735 | New |
| Prudential Financial Inc | 50,162 | $1.59M | 0.00% | −509−1.0% | Reduced |
| Martingale Asset Management L P | 50,456 | $1.47M | 0.04% | −235−0.5% | Reduced |
| Great West Life Assurance Co | 47,803 | $1.39M | 0.00% | −14,150−22.8% | Reduced |
| Deutsche Bank AG | 47,670 | $1.39M | 0.00% | +13,713+40.4% | Added |
| Cresset Asset Management, LLC | 46,921 | $1.39M | 0.01% | +2,506+5.6% | Added |
| Twinbeech Capital LP | 45,979 | $1.34M | 0.02% | +45,979 | New |
| Millennium Management LLC | 45,863 | $1.34M | 0.00% | −153,927−77.0% | Reduced |
| HSBC Holdings PLC | 46,054 | $1.33M | 0.00% | −24,926−35.1% | Reduced |
| California State Teachers Retirement System | 43,984 | $1.28M | 0.00% | −474−1.1% | Reduced |
| Graham Capital Management, L.P. | 42,452 | $1.24M | 0.04% | +3,640+9.4% | Added |
| State of Tennessee, Treasury Department | 42,064 | $1.23M | 0.00% | +3,840+10.0% | Added |
| AQR Capital Management LLC | 41,653 | $1.22M | 0.00% | +12,381+42.3% | Added |
| Jackson Creek Investment Advisors LLC | 35,892 | $1.05M | 0.32% | −1,120−3.0% | Reduced |
| Franklin Resources Inc | 35,263 | $1.03M | 0.00% | +2,472+7.5% | Added |
| Dynamic Technology Lab Private Ltd | 34,970 | $1.02M | 0.16% | +11,837+51.2% | Added |
| Mork Capital Management, LLC | 34,200 | $997.6K | 0.66% | +34,200 | New |
| Alberta Investment Management Corp | 33,600 | $980.1K | 0.01% | 00.0% | Unchanged |
| MetLife Investment Management | 32,816 | $957.2K | 0.01% | +1,809+5.8% | Added |
| American Century Companies Inc | 32,745 | $955.2K | 0.00% | +22,410+216.8% | Added |
| Sanctuary Advisors, LLC | 31,519 | $942.4K | 0.01% | +24,014+320.0% | Added |
| Citadel Advisors LLC | 31,295 | $912.9K | 0.00% | −167,394−84.2% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 30,515 | $890.1K | 0.00% | +1,122+3.8% | Added |
| Engineers Gate Manager LP | 29,885 | $871.7K | 0.02% | −28,908−49.2% | Reduced |
| Wells Fargo & Company | 28,863 | $841.9K | 0.00% | +7,015+32.1% | Added |
| Y-Intercept (Hong Kong) Ltd | 28,577 | $833.6K | 0.06% | −5,285−15.6% | Reduced |
| Corebridge Financial, Inc. | 28,392 | $828.2K | 0.00% | −2,210−7.2% | Reduced |