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 |
|---|---|---|---|---|---|
| Fox Run Management, L.L.C. | 14,217 | $414.7K | 0.08% | −4,021−22.0% | Reduced |
| Amalgamated Bank | 14,491 | $423.0K | 0.00% | 00.0% | Unchanged |
| Alps Advisors Inc | 14,689 | $428.5K | 0.00% | +516+3.6% | Added |
| Hennion & Walsh Asset Management, Inc. | 14,857 | $433.4K | 0.02% | −1,030−6.5% | Reduced |
| SG Americas Securities, LLC | 15,103 | $441.0K | 0.00% | +10,663+240.2% | Added |
| Cornercap Investment Counsel Inc | 15,210 | $443.7K | 0.14% | 00.0% | Unchanged |
| Quest Partners LLC | 15,871 | $463.0K | 0.06% | +9,189+137.5% | Added |
| ProShare Advisors LLC | 16,071 | $468.8K | 0.00% | −6,121−27.6% | Reduced |
| Maryland State Retirement & Pension System | 16,435 | $479.4K | 0.01% | 00.0% | Unchanged |
| Vident Advisory, LLC | 16,444 | $479.7K | 0.01% | +16,444 | New |
| Comerica Bank | 16,668 | $486.2K | 0.00% | −302−1.8% | Reduced |
| Nisa Investment Advisors, LLC | 16,543 | $489.0K | 0.00% | +5,013+43.5% | Added |
| KLP Kapitalforvaltning AS | 16,600 | $489.7K | 0.00% | +16,600 | New |
| O'Shaughnessy Asset Management, LLC | 16,871 | $492.1K | 0.00% | −4,825−22.2% | Reduced |
| Teachers Retirement System of the State of Kentucky | 17,222 | $502.0K | 0.00% | 00.0% | Unchanged |
| Toroso Investments, LLC | 17,900 | $522.1K | 0.00% | +17,900 | New |
| Yousif Capital Management, LLC | 18,415 | $537.2K | 0.01% | −315−1.7% | Reduced |
| New York State Common Retirement Fund | 18,851 | $549.9K | 0.00% | 00.0% | Unchanged |
| Teza Capital Management LLC | 19,227 | $560.9K | 0.08% | −13,965−42.1% | Reduced |
| SEI Investments Co | 19,334 | $564.0K | 0.00% | +12,986+204.6% | Added |
| KBC Group NV | 19,681 | $574.0K | 0.00% | +1,085+5.8% | Added |
| XTX Topco Ltd | 19,685 | $574.2K | 0.05% | +19,685 | New |
| LPL Financial LLC | 20,326 | $592.9K | 0.00% | −731−3.5% | Reduced |
| Quantbot Technologies LP | 20,382 | $594.5K | 0.02% | −45,795−69.2% | Reduced |
| Two Sigma Advisers, LP | 20,500 | $598.0K | 0.00% | −12,200−37.3% | Reduced |
| Voya Investment Management LLC | 20,915 | $610.1K | 0.00% | +3,763+21.9% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 21,005 | $612.7K | 0.00% | +21,005 | New |
| Jacobs Levy Equity Management, Inc | 21,768 | $635.0K | 0.00% | −4,031−15.6% | Reduced |
| Jane Street Group, LLC | 22,377 | $652.7K | 0.00% | −57,746−72.1% | Reduced |
| Louisiana State Employees Retirement System | 23,500 | $685.5K | 0.01% | 00.0% | Unchanged |
| Janus Henderson Group PLC | 23,555 | $687.5K | 0.00% | 00.0% | Unchanged |
| Nebula Research & Development LLC | 23,913 | $697.5K | 0.08% | +3,553+17.5% | Added |
| CoreCap Advisors, LLC | 24,192 | $705.7K | 0.03% | +2,697+12.5% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 24,721 | $712.7K | 0.01% | −1,039−4.0% | Reduced |
| Manufacturers Life Insurance Company, The | 24,908 | $726.6K | 0.00% | +28+0.1% | Added |
| State Board of Administration of Florida Retirement System | 25,075 | $731.4K | 0.00% | −8,795−26.0% | Reduced |
| Napatree Capital LLC | 25,879 | $754.9K | 0.44% | +252+1.0% | Added |
| STRS Ohio | 26,100 | $761.3K | 0.00% | 00.0% | Unchanged |
| Illinois Municipal Retirement Fund | 26,498 | $772.9K | 0.01% | +616+2.4% | Added |
| Headlands Technologies LLC | 26,978 | $786.9K | 0.08% | +9,816+57.2% | Added |
| State of Alaska, Department of Revenue | 27,609 | $805.0K | 0.01% | −164−0.6% | Reduced |
| Corebridge Financial, Inc. | 28,392 | $828.2K | 0.00% | −2,210−7.2% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 28,577 | $833.6K | 0.06% | −5,285−15.6% | Reduced |
| Wells Fargo & Company | 28,863 | $841.9K | 0.00% | +7,015+32.1% | Added |
| Engineers Gate Manager LP | 29,885 | $871.7K | 0.02% | −28,908−49.2% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 30,515 | $890.1K | 0.00% | +1,122+3.8% | Added |
| Citadel Advisors LLC | 31,295 | $912.9K | 0.00% | −167,394−84.2% | Reduced |
| Sanctuary Advisors, LLC | 31,519 | $942.4K | 0.01% | +24,014+320.0% | Added |
| American Century Companies Inc | 32,745 | $955.2K | 0.00% | +22,410+216.8% | Added |
| MetLife Investment Management | 32,816 | $957.2K | 0.01% | +1,809+5.8% | Added |
| Alberta Investment Management Corp | 33,600 | $980.1K | 0.01% | 00.0% | Unchanged |
| Mork Capital Management, LLC | 34,200 | $997.6K | 0.66% | +34,200 | New |
| Dynamic Technology Lab Private Ltd | 34,970 | $1.02M | 0.16% | +11,837+51.2% | Added |
| Franklin Resources Inc | 35,263 | $1.03M | 0.00% | +2,472+7.5% | Added |
| Jackson Creek Investment Advisors LLC | 35,892 | $1.05M | 0.32% | −1,120−3.0% | Reduced |
| AQR Capital Management LLC | 41,653 | $1.22M | 0.00% | +12,381+42.3% | Added |
| State of Tennessee, Treasury Department | 42,064 | $1.23M | 0.00% | +3,840+10.0% | Added |
| Graham Capital Management, L.P. | 42,452 | $1.24M | 0.04% | +3,640+9.4% | Added |
| California State Teachers Retirement System | 43,984 | $1.28M | 0.00% | −474−1.1% | Reduced |
| HSBC Holdings PLC | 46,054 | $1.33M | 0.00% | −24,926−35.1% | Reduced |
| Millennium Management LLC | 45,863 | $1.34M | 0.00% | −153,927−77.0% | Reduced |
| Twinbeech Capital LP | 45,979 | $1.34M | 0.02% | +45,979 | New |
| Cresset Asset Management, LLC | 46,921 | $1.39M | 0.01% | +2,506+5.6% | Added |
| Deutsche Bank AG | 47,670 | $1.39M | 0.00% | +13,713+40.4% | Added |
| Great West Life Assurance Co | 47,803 | $1.39M | 0.00% | −14,150−22.8% | Reduced |
| Martingale Asset Management L P | 50,456 | $1.47M | 0.04% | −235−0.5% | Reduced |
| Prudential Financial Inc | 50,162 | $1.59M | 0.00% | −509−1.0% | Reduced |
| Susquehanna International Group, LLP | 55,735 | $1.63M | 0.00% | +55,735 | New |
| Secure Asset Management, LLC | 56,832 | $1.66M | 0.25% | +6,456+12.8% | Added |
| Amundi | 56,159 | $1.68M | 0.00% | +12,657+29.1% | Added |
| Russell Investments Group, Ltd. | 58,072 | $1.69M | 0.00% | −29,842−33.9% | Reduced |
| Edgestream Partners, L.P. | 63,841 | $1.86M | 0.08% | +30,850+93.5% | Added |
| Natixis Advisors, L.P. | 64,282 | $1.88M | 0.00% | +53,991+524.6% | Added |
| Interval Partners, LP | 65,842 | $1.92M | 0.05% | +11,781+21.8% | Added |
| First National Advisers, LLC | 66,910 | $1.95M | 0.32% | +1,674+2.6% | Added |
| Bryce Point Capital, LLC | 67,428 | $1.97M | 0.57% | +67,428 | New |
| Price T Rowe Associates Inc | 67,890 | $1.98M | 0.00% | +3,839+6.0% | Added |
| Schonfeld Strategic Advisors LLC | 68,491 | $2.00M | 0.01% | −101,030−59.6% | Reduced |
| Thrivent Financial for Lutherans | 68,984 | $2.01M | 0.00% | −25,145−26.7% | Reduced |
| Man Group plc | 69,688 | $2.03M | 0.01% | −12,044−14.7% | Reduced |
| First Trust Advisors LP | 70,746 | $2.06M | 0.00% | +70,746 | New |
| First National Bank of Omaha | 71,628 | $2.09M | 0.14% | −4,559−6.0% | Reduced |
| New York State Teachers Retirement System | 80,938 | $2.36M | 0.00% | +360+0.4% | Added |
| Kendall Capital Management | 80,950 | $2.36M | 0.69% | +24,870+44.3% | Added |
| Renaissance Technologies LLC | 81,200 | $2.37M | 0.00% | +69,888+617.8% | Added |
| 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 |
| Segall Bryant & Hamill, LLC | 97,895 | $2.86M | 0.04% | −4,916−4.8% | Reduced |
| Teacher Retirement System of Texas | 103,978 | $3.03M | 0.01% | +59,746+135.1% | Added |
| Allianz Asset Management GmbH | 108,157 | $3.15M | 0.00% | +16,517+18.0% | Added |
| UBS Group AG | 117,742 | $3.43M | 0.00% | +69,611+144.6% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 117,771 | $3.44M | 0.01% | +16,366+16.1% | Added |
| Ameriprise Financial Inc | 118,602 | $3.46M | 0.00% | −1,539−1.3% | Reduced |
| AXA S.A. | 119,925 | $3.50M | 0.01% | +46,502+63.3% | Added |
| Public Sector Pension Investment Board | 121,339 | $3.54M | 0.01% | +18,047+17.5% | Added |
| Raymond James Financial Inc | 134,459 | $3.92M | 0.00% | +134,459 | New |
| Legal & General Group Plc | 138,447 | $4.04M | 0.00% | +7,972+6.1% | Added |
| UBS Asset Management Americas Inc | 140,151 | $4.09M | 0.00% | +21,568+18.2% | Added |
| Rhumbline Advisers | 144,300 | $4.21M | 0.00% | −317−0.2% | Reduced |
| Voloridge Investment Management, LLC | 147,893 | $4.31M | 0.02% | +74,565+101.7% | Added |