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 |
|---|---|---|---|---|---|
| State of Alaska, Department of Revenue | 27,609 | $805.0K | 0.01% | −164−0.6% | Reduced |
| Headlands Technologies LLC | 26,978 | $786.9K | 0.08% | +9,816+57.2% | Added |
| Illinois Municipal Retirement Fund | 26,498 | $772.9K | 0.01% | +616+2.4% | Added |
| STRS Ohio | 26,100 | $761.3K | 0.00% | 00.0% | Unchanged |
| Napatree Capital LLC | 25,879 | $754.9K | 0.44% | +252+1.0% | Added |
| State Board of Administration of Florida Retirement System | 25,075 | $731.4K | 0.00% | −8,795−26.0% | Reduced |
| Manufacturers Life Insurance Company, The | 24,908 | $726.6K | 0.00% | +28+0.1% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 24,721 | $712.7K | 0.01% | −1,039−4.0% | Reduced |
| CoreCap Advisors, LLC | 24,192 | $705.7K | 0.03% | +2,697+12.5% | Added |
| Nebula Research & Development LLC | 23,913 | $697.5K | 0.08% | +3,553+17.5% | Added |
| Janus Henderson Group PLC | 23,555 | $687.5K | 0.00% | 00.0% | Unchanged |
| Louisiana State Employees Retirement System | 23,500 | $685.5K | 0.01% | 00.0% | Unchanged |
| Jane Street Group, LLC | 22,377 | $652.7K | 0.00% | −57,746−72.1% | Reduced |
| Jacobs Levy Equity Management, Inc | 21,768 | $635.0K | 0.00% | −4,031−15.6% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 21,005 | $612.7K | 0.00% | +21,005 | New |
| Voya Investment Management LLC | 20,915 | $610.1K | 0.00% | +3,763+21.9% | Added |
| Two Sigma Advisers, LP | 20,500 | $598.0K | 0.00% | −12,200−37.3% | Reduced |
| Quantbot Technologies LP | 20,382 | $594.5K | 0.02% | −45,795−69.2% | Reduced |
| LPL Financial LLC | 20,326 | $592.9K | 0.00% | −731−3.5% | Reduced |
| XTX Topco Ltd | 19,685 | $574.2K | 0.05% | +19,685 | New |
| KBC Group NV | 19,681 | $574.0K | 0.00% | +1,085+5.8% | Added |
| SEI Investments Co | 19,334 | $564.0K | 0.00% | +12,986+204.6% | Added |
| Teza Capital Management LLC | 19,227 | $560.9K | 0.08% | −13,965−42.1% | Reduced |
| New York State Common Retirement Fund | 18,851 | $549.9K | 0.00% | 00.0% | Unchanged |
| Yousif Capital Management, LLC | 18,415 | $537.2K | 0.01% | −315−1.7% | Reduced |
| Toroso Investments, LLC | 17,900 | $522.1K | 0.00% | +17,900 | New |
| Teachers Retirement System of the State of Kentucky | 17,222 | $502.0K | 0.00% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 16,871 | $492.1K | 0.00% | −4,825−22.2% | Reduced |
| KLP Kapitalforvaltning AS | 16,600 | $489.7K | 0.00% | +16,600 | New |
| Nisa Investment Advisors, LLC | 16,543 | $489.0K | 0.00% | +5,013+43.5% | Added |
| Comerica Bank | 16,668 | $486.2K | 0.00% | −302−1.8% | Reduced |
| Vident Advisory, LLC | 16,444 | $479.7K | 0.01% | +16,444 | New |
| Maryland State Retirement & Pension System | 16,435 | $479.4K | 0.01% | 00.0% | Unchanged |
| ProShare Advisors LLC | 16,071 | $468.8K | 0.00% | −6,121−27.6% | Reduced |
| Quest Partners LLC | 15,871 | $463.0K | 0.06% | +9,189+137.5% | Added |
| Cornercap Investment Counsel Inc | 15,210 | $443.7K | 0.14% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 15,103 | $441.0K | 0.00% | +10,663+240.2% | Added |
| Hennion & Walsh Asset Management, Inc. | 14,857 | $433.4K | 0.02% | −1,030−6.5% | Reduced |
| Alps Advisors Inc | 14,689 | $428.5K | 0.00% | +516+3.6% | Added |
| Amalgamated Bank | 14,491 | $423.0K | 0.00% | 00.0% | Unchanged |
| Fox Run Management, L.L.C. | 14,217 | $414.7K | 0.08% | −4,021−22.0% | Reduced |
| CWM Advisors, LLC | 13,798 | $402.5K | 0.05% | +818+6.3% | Added |
| Arizona State Retirement System | 13,473 | $393.0K | 0.00% | +102+0.8% | Added |
| Centiva Capital, LP | 12,545 | $365.9K | 0.01% | −2,929−18.9% | Reduced |
| Rafferty Asset Management, LLC | 12,312 | $359.1K | 0.00% | −1,553−11.2% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 12,052 | $351.6K | 0.00% | +1,378+12.9% | Added |
| Tudor Investment Corp Et Al | 11,889 | $346.8K | 0.00% | −7,786−39.6% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 11,516 | $335.9K | 0.00% | +11,516 | New |
| Sherbrooke Park Advisers LLC | 11,510 | $335.7K | 0.11% | +11,510 | New |
| Oregon Public Employees Retirement Fund | 11,416 | $333.0K | 0.01% | 00.0% | Unchanged |
| PharVision Advisers, LLC | 10,754 | $313.7K | 0.27% | +10,754 | New |
| Cetera Investment Advisers | 10,731 | $313.0K | 0.00% | −368−3.3% | Reduced |
| Hancock Whitney Corp | 10,580 | $308.6K | 0.01% | +10,580 | New |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 10,393 | $303.2K | 0.00% | −10−0.1% | Reduced |
| Tributary Capital Management, LLC | 9,700 | $282.9K | 0.02% | −500−4.9% | Reduced |
| Exchange Traded Concepts, LLC | 9,628 | $280.8K | 0.01% | −364−3.6% | Reduced |
| Tower Research Capital LLC (TRC) | 9,482 | $276.6K | 0.01% | −3,999−29.7% | Reduced |
| Handelsbanken Fonder AB | 9,452 | $276.0K | 0.00% | 00.0% | Unchanged |
| Prelude Capital Management, LLC | 9,401 | $274.2K | 0.02% | −9,790−51.0% | Reduced |
| Vise Technologies, Inc. | 8,967 | $261.6K | 0.02% | −299−3.2% | Reduced |
| Walleye Capital LLC | 8,926 | $260.4K | 0.00% | −111,443−92.6% | Reduced |
| Wolverine Asset Management LLC | 8,652 | $252.4K | 0.00% | 00.0% | Unchanged |
| Campbell & CO Investment Adviser LLC | 8,565 | $249.8K | 0.02% | −46,460−84.4% | Reduced |
| Jones Financial Companies LLLP | 8,517 | $248.4K | 0.00% | −8,891−51.1% | Reduced |
| Moody National Bank Trust Division | 8,274 | $241.4K | 0.03% | +8,274 | New |
| Optimist Retirement Group LLC | 7,991 | $233.1K | 0.11% | +916+12.9% | Added |
| Cambria Investment Management, L.P. | 7,990 | $233.1K | 0.01% | +181+2.3% | Added |
| Crestline Management, LP | 7,880 | $229.9K | 0.01% | +7,880 | New |
| Shell Asset Management Co | 7,865 | $229.0K | 0.01% | 00.0% | Unchanged |
| Freestone Grove Partners LP | 7,569 | $220.8K | 0.00% | +7,569 | New |
| Mutual of America Capital Management LLC | 7,375 | $215.1K | 0.00% | +55+0.8% | Added |
| Corton Capital Inc. | 7,105 | $207.3K | 0.12% | −1,798−20.2% | Reduced |
| Prentice Wealth Management LLC | 6,922 | $201.9K | 0.06% | −62−0.9% | Reduced |
| Public Employees Retirement Association of Colorado | 6,390 | $186.0K | 0.00% | 00.0% | Unchanged |
| Vestcor Inc | 5,973 | $174.0K | 0.01% | +5,973 | New |
| Ameritas Investment Partners, Inc. | 5,479 | $159.8K | 0.01% | 00.0% | Unchanged |
| Point72 (DIFC) Ltd | 4,966 | $144.9K | 0.01% | +4,966 | New |
| Steward Partners Investment Advisory, LLC | 4,644 | $135.5K | 0.00% | −111,314−96.0% | Reduced |
| Palouse Capital Management, Inc. | 4,031 | $117.6K | 0.08% | −745−15.6% | Reduced |
| The PNC Financial Services Group, Inc. | 3,785 | $110.4K | 0.00% | +429+12.8% | Added |
| Harbour Investments, Inc. | 3,357 | $97.9K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 3,160 | $92.2K | 0.00% | −324−9.3% | Reduced |
| Quarry LP | 2,698 | $78.7K | 0.02% | −584−17.8% | Reduced |
| Carolina Wealth Advisors, LLC | 2,401 | $70.0K | 0.04% | −68−2.8% | Reduced |
| Royal Bank of Canada | 2,353 | $69.0K | 0.00% | −5,936−71.6% | Reduced |
| Public Employees Retirement System of Ohio | 1,933 | $56.4K | 0.00% | +60+3.2% | Added |
| Lazard Asset Management LLC | 1,890 | $53.0K | 0.00% | −418−18.1% | Reduced |
| Ronald Blue Trust, Inc. | 1,733 | $50.6K | 0.00% | +167+10.7% | Added |
| Advisors Asset Management, Inc. | 1,400 | $40.8K | 0.00% | +1,400 | New |
| CWM, LLC | 1,387 | $40.0K | 0.00% | +105+8.2% | Added |
| Covestor Ltd | 1,338 | $39.0K | 0.02% | +202+17.8% | Added |
| Clearstead Advisors, LLC | 1,200 | $35.0K | 0.00% | 00.0% | Unchanged |
| DekaBank Deutsche Girozentrale | 1,082 | $31.0K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 1,000 | $29.2K | 0.02% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 955 | $27.9K | 0.01% | +150+18.6% | Added |
| R Squared Ltd | 870 | $25.4K | 0.02% | +870 | New |
| TD Private Client Wealth LLC | 820 | $23.9K | 0.00% | +74+9.9% | Added |
| Nomura Asset Management Co Ltd | 790 | $23.0K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 698 | $20.1K | 0.00% | +630+926.5% | Added |
| MAI Capital Management | 479 | $14.0K | 0.00% | +479 | New |