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 |
|---|---|---|---|---|---|
| Norges Bank | 148,384 | $4.33M | 0.00% | +6,203+4.4% | Added |
| Bank of America Corp | 162,143 | $4.73M | 0.00% | −314,106−66.0% | Reduced |
| Brandywine Global Investment Management, LLC | 167,397 | $4.88M | 0.04% | +167,397 | New |
| BNP Paribas Arbitrage, SA | 168,446 | $4.91M | 0.00% | +40,584+31.7% | Added |
| Panagora Asset Management Inc | 173,774 | $5.07M | 0.02% | +107,576+162.5% | Added |
| Alliancebernstein L.P. | 178,018 | $5.19M | 0.00% | 00.0% | Unchanged |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 178,299 | $5.20M | 0.01% | +178,299 | New |
| Cubist Systematic Strategies, LLC | 191,171 | $5.58M | 0.09% | −43,177−18.4% | Reduced |
| Intech Investment Management LLC | 213,198 | $6.22M | 0.06% | +117,209+122.1% | Added |
| JPMorgan Chase & Co | 235,570 | $6.87M | 0.00% | +53,173+29.2% | Added |
| Principal Financial Group Inc | 238,007 | $6.94M | 0.00% | +6,954+3.0% | Added |
| Victory Capital Management Inc | 267,618 | $7.81M | 0.01% | +169,197+171.9% | Added |
| Verition Fund Management LLC | 274,590 | $8.01M | 0.04% | +120,497+78.2% | Added |
| Algert Global LLC | 287,442 | $8.38M | 0.20% | +21,781+8.2% | Added |
| Federated Hermes, Inc. | 306,768 | $8.95M | 0.02% | +6,041+2.0% | Added |
| Goldman Sachs Group Inc | 307,998 | $8.98M | 0.00% | −253,951−45.2% | Reduced |
| Kennedy Capital Management, Inc. | 350,162 | $10.2M | 0.23% | +350,162 | New |
| Marshall Wace, LLP | 350,949 | $10.2M | 0.01% | +270,064+333.9% | Added |
| D. E. Shaw & Co., Inc. | 362,525 | $10.6M | 0.01% | +42,695+13.3% | Added |
| Barclays PLC | 363,770 | $10.6M | 0.01% | +47,545+15.0% | Added |
| Philadelphia Financial Management of San Francisco, LLC | 390,738 | $11.4M | 2.29% | +264,599+209.8% | Added |
| Bragg Financial Advisors, Inc | 406,171 | $11.8M | 0.48% | +50,133+14.1% | Added |
| Invesco Ltd. | 434,819 | $12.7M | 0.00% | +60,934+16.3% | Added |
| Nuveen Asset Management, LLC | 548,896 | $16.0M | 0.00% | −134,532−19.7% | Reduced |
| Wellington Management Group LLP | 559,120 | $16.3M | 0.00% | +153,551+37.9% | Added |
| Qube Research & Technologies Ltd | 588,149 | $17.2M | 0.03% | −20,622−3.4% | Reduced |
| Morgan Stanley | 612,438 | $17.9M | 0.00% | −19,819−3.1% | Reduced |
| Northern Trust Corp | 653,053 | $19.0M | 0.00% | +117,926+22.0% | Added |
| Ieq Capital, LLC | 748,956 | $21.8M | 0.21% | −7,542−1.0% | Reduced |
| Bank of New York Mellon Corp | 797,478 | $23.3M | 0.00% | +54,771+7.4% | Added |
| Fuller & Thaler Asset Management, Inc. | 799,757 | $23.3M | 0.09% | +105,380+15.2% | Added |
| Arrowstreet Capital, Limited Partnership | 811,604 | $23.7M | 0.02% | −34,478−4.1% | Reduced |
| Huber Capital Management LLC | 856,147 | $25.0M | 4.98% | +18,343+2.2% | Added |
| Charles Schwab Investment Management Inc | 974,186 | $28.4M | 0.01% | +60,139+6.6% | Added |
| Geode Capital Management, LLC | 1,219,661 | $35.6M | 0.00% | +1,781+0.1% | Added |
| LSV Asset Management | 1,574,823 | $45.9M | 0.11% | −107,130−6.4% | Reduced |
| State Street Corp | 2,148,176 | $63.4M | 0.00% | +119,952+5.9% | Added |
| Dimensional Fund Advisors LP | 2,328,229 | $67.9M | 0.02% | +92,766+4.1% | Added |
| FMR LLC | 4,239,068 | $123.7M | 0.01% | −81,925−1.9% | Reduced |
| Vanguard Group Inc | 6,781,075 | $197.8M | 0.00% | +113,212+1.7% | Added |
| BlackRock, Inc. | 9,041,578 | $263.7M | 0.01% | +360,372+4.2% | Added |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −150,127−100.0% | Sold out |
| Davidson Kempner Capital Management LP | 0 | $0 | 0.00% | −100,000−100.0% | Sold out |
| Landscape Capital Management, L.L.C. | 0 | $0 | 0.00% | −98,605−100.0% | Sold out |
| Canada Pension Plan Investment Board | 0 | $0 | 0.00% | −69,100−100.0% | Sold out |
| Caxton Associates LP | 0 | $0 | 0.00% | −60,402−100.0% | Sold out |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −38,825−100.0% | Sold out |
| Summit Global Investments | 0 | $0 | 0.00% | −37,997−100.0% | Sold out |
| State of Wisconsin Investment Board | 0 | $0 | 0.00% | −32,099−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −31,600−100.0% | Sold out |
| Deerfield Management Company, L.P. (Series C) | 0 | $0 | 0.00% | −31,004−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −30,373−100.0% | Sold out |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −27,500−100.0% | Sold out |
| Wakefield Asset Management LLLP | 0 | $0 | 0.00% | −24,850−100.0% | Sold out |
| Redwood Investment Management, LLC | 0 | $0 | 0.00% | −14,916−100.0% | Sold out |
| Counterpoint Mutual Funds LLC | 0 | $0 | 0.00% | −14,620−100.0% | Sold out |
| CenterBook Partners LP | 0 | $0 | 0.00% | −14,353−100.0% | Sold out |
| MQS Management LLC | 0 | $0 | 0.00% | −11,805−100.0% | Sold out |
| Keebeck Alpha, LP | 0 | $0 | 0.00% | −10,491−100.0% | Sold out |
| EntryPoint Capital, LLC | 0 | $0 | 0.00% | −10,398−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −9,413−100.0% | Sold out |
| TD Asset Management Inc | 0 | $0 | 0.00% | −9,000−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −8,033−100.0% | Sold out |
| Petrus Trust Company, LTA | 0 | $0 | 0.00% | −7,846−100.0% | Sold out |
| State of Wyoming | 0 | $0 | 0.00% | −7,418−100.0% | Sold out |
| Blueshift Asset Management, LLC | 0 | $0 | 0.00% | −7,259−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −7,158−100.0% | Sold out |
| Ritholtz Wealth Management | 0 | $0 | 0.00% | −7,134−100.0% | Sold out |
| Pictet Asset Management Holding SA | 0 | $0 | 0.00% | −6,304−100.0% | Sold out |
| Magnetar Financial LLC | 0 | $0 | 0.00% | −6,285−100.0% | Sold out |
| Trajan Wealth LLC | 0 | $0 | 0.00% | −6,265−100.0% | Sold out |
| nVerses Capital, LLC | 0 | $0 | 0.00% | −6,000−100.0% | Sold out |
| J.Safra Asset Management Corp | 0 | $0 | 0.00% | −294−100.0% | Sold out |
| Main Street Group, LTD | 0 | $0 | 0.00% | −234−100.0% | Sold out |
| First Horizon Advisors, Inc. | 0 | $0 | 0.00% | −227−100.0% | Sold out |
| Partnership Wealth Management, LLC | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| Frazier Financial Advisors, LLC | 0 | $0 | 0.00% | −81−100.0% | Sold out |
| Allspring Global Investments Holdings, LLC | 0 | $0 | 0.00% | −81−100.0% | Sold out |
| Claris Advisors, LLC | 0 | $0 | 0.00% | −4−100.0% | Sold out |
| Raymond James & Associates | – | – | – | – | Not filed |
| Raymond James Financial Services Advisors, Inc. | – | – | – | – | Not filed |
| ClariVest Asset Management LLC | – | – | – | – | Not filed |
| PEAK6 Investments LLC | – | – | – | – | Not filed |