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, Q1 2025
Institutional positions in Upbound Group, Inc. as of Mar 31, 2025. 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
- 243
- +5 vs. Q4 2024
- Shares held
- 48.1M
- +1.95M (+4.2%) vs. Q4 2024
- Total value
- $1.15B
- −$194.2M (−14.4%) vs. Q4 2024
- New holders
- 38
- 104 more added
- Sold out
- 33
- 76 more reduced
3 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding Upbound Group, Inc.; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 8,980,778 | $215.2M | 0.00% | −60,800−0.7% | Reduced |
| Vanguard Group Inc | 7,025,821 | $168.3M | 0.00% | +244,746+3.6% | Added |
| FMR LLC | 4,668,388 | $111.9M | 0.01% | +429,320+10.1% | Added |
| Dimensional Fund Advisors LP | 2,211,010 | $53.0M | 0.01% | −117,219−5.0% | Reduced |
| State Street Corp | 2,165,086 | $51.9M | 0.00% | +16,910+0.8% | Added |
| LSV Asset Management | 1,689,151 | $40.5M | 0.10% | +114,328+7.3% | Added |
| Geode Capital Management, LLC | 1,314,162 | $31.5M | 0.00% | +94,501+7.7% | Added |
| Charles Schwab Investment Management Inc | 1,051,636 | $25.2M | 0.00% | +77,450+8.0% | Added |
| Huber Capital Management LLC | 949,055 | $22.7M | 4.28% | +92,908+10.9% | Added |
| Kennedy Capital Management, Inc. | 918,527 | $22.0M | 0.53% | +568,365+162.3% | Added |
| Fuller & Thaler Asset Management, Inc. | 802,481 | $19.2M | 0.07% | +2,724+0.3% | Added |
| Bank of New York Mellon Corp | 781,016 | $18.7M | 0.00% | −16,462−2.1% | Reduced |
| Ieq Capital, LLC | 734,071 | $17.6M | 0.14% | −14,885−2.0% | Reduced |
| Bragg Financial Advisors, Inc | 724,231 | $17.4M | 0.71% | +318,060+78.3% | Added |
| Marshall Wace, LLP | 654,592 | $15.7M | 0.02% | +303,643+86.5% | Added |
| Northern Trust Corp | 647,612 | $15.5M | 0.00% | −5,441−0.8% | Reduced |
| Qube Research & Technologies Ltd | 615,884 | $14.8M | 0.02% | +27,735+4.7% | Added |
| Wellington Management Group LLP | 556,295 | $13.3M | 0.00% | −2,825−0.5% | Reduced |
| Morgan Stanley | 533,618 | $12.8M | 0.00% | −78,820−12.9% | Reduced |
| Goldman Sachs Group Inc | 532,809 | $12.8M | 0.00% | +224,811+73.0% | Added |
| D. E. Shaw & Co., Inc. | 505,243 | $12.1M | 0.01% | +142,718+39.4% | Added |
| Invesco Ltd. | 454,124 | $10.9M | 0.00% | +19,305+4.4% | Added |
| Nuveen, LLC | 418,330 | $10.0M | 0.00% | +418,330 | New |
| Lightspeed Management Company, L.L.C. | 384,160 | $9.20M | 6.74% | +384,160 | New |
| Federated Hermes, Inc. | 302,091 | $7.24M | 0.02% | −4,677−1.5% | Reduced |
| Panagora Asset Management Inc | 298,003 | $7.14M | 0.04% | +124,229+71.5% | Added |
| Victory Capital Management Inc | 279,737 | $6.70M | 0.01% | +12,119+4.5% | Added |
| JPMorgan Chase & Co | 274,821 | $6.58M | 0.00% | +39,251+16.7% | Added |
| Principal Financial Group Inc | 255,244 | $6.12M | 0.00% | +17,237+7.2% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 243,915 | $5.84M | 0.01% | +65,616+36.8% | Added |
| Intech Investment Management LLC | 222,245 | $5.32M | 0.05% | +9,047+4.2% | Added |
| Bank of America Corp | 206,224 | $4.94M | 0.00% | +44,081+27.2% | Added |
| Balyasny Asset Management LLC | 171,218 | $4.10M | 0.01% | +171,218 | New |
| Verition Fund Management LLC | 170,113 | $4.08M | 0.02% | −104,477−38.0% | Reduced |
| AXA S.A. | 165,161 | $3.96M | 0.01% | +45,236+37.7% | Added |
| Public Sector Pension Investment Board | 162,007 | $3.88M | 0.02% | +40,668+33.5% | Added |
| Brandywine Global Investment Management, LLC | 161,097 | $3.86M | 0.03% | −6,300−3.8% | Reduced |
| Algert Global LLC | 153,958 | $3.69M | 0.09% | −133,484−46.4% | Reduced |
| Raymond James Financial Inc | 153,638 | $3.68M | 0.00% | +19,179+14.3% | Added |
| Rhumbline Advisers | 148,921 | $3.57M | 0.00% | +4,621+3.2% | Added |
| UBS Asset Management Americas Inc | 138,589 | $3.32M | 0.00% | −1,562−1.1% | Reduced |
| Legal & General Group Plc | 138,365 | $3.32M | 0.00% | −82−0.1% | Reduced |
| Millennium Management LLC | 136,664 | $3.27M | 0.00% | +90,801+198.0% | Added |
| Citadel Advisors LLC | 127,320 | $3.05M | 0.00% | +96,025+306.8% | Added |
| Arrowstreet Capital, Limited Partnership | 122,752 | $2.94M | 0.00% | −688,852−84.9% | Reduced |
| Barclays PLC | 121,684 | $2.92M | 0.00% | −242,086−66.5% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 120,634 | $2.89M | 0.01% | +2,863+2.4% | Added |
| BNP Paribas Arbitrage, SA | 118,812 | $2.85M | 0.00% | −49,634−29.5% | Reduced |
| Ameriprise Financial Inc | 113,705 | $2.72M | 0.00% | −4,897−4.1% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 112,524 | $2.70M | 0.01% | +91,519+435.7% | Added |
| UBS Group AG | 108,958 | $2.61M | 0.00% | −8,784−7.5% | Reduced |
| Amundi | 104,506 | $2.29M | 0.00% | +48,347+86.1% | Added |
| Segall Bryant & Hamill, LLC | 95,527 | $2.29M | 0.04% | −2,368−2.4% | Reduced |
| Russell Investments Group, Ltd. | 95,082 | $2.28M | 0.00% | +37,010+63.7% | Added |
| Landscape Capital Management, L.L.C. | 93,320 | $2.24M | 0.20% | +93,320 | New |
| Kendall Capital Management | 91,995 | $2.20M | 0.65% | +11,045+13.6% | Added |
| Swiss National Bank | 90,100 | $2.16M | 0.00% | −1,000−1.1% | Reduced |
| American Century Companies Inc | 89,790 | $2.15M | 0.00% | +57,045+174.2% | Added |
| Jane Street Group, LLC | 86,450 | $2.07M | 0.00% | +64,073+286.3% | Added |
| Allianz Asset Management GmbH | 83,935 | $2.01M | 0.00% | −24,222−22.4% | Reduced |
| New York State Teachers Retirement System | 81,170 | $1.95M | 0.00% | +232+0.3% | Added |
| Citigroup Inc | 81,123 | $1.94M | 0.00% | −9,977−11.0% | Reduced |
| Susquehanna International Group, LLP | 80,426 | $1.93M | 0.00% | +24,691+44.3% | Added |
| Voloridge Investment Management, LLC | 79,685 | $1.91M | 0.01% | −68,208−46.1% | Reduced |
| First Trust Advisors LP | 79,103 | $1.90M | 0.00% | +8,357+11.8% | Added |
| Norges Bank | 77,900 | $1.87M | 0.00% | −70,484−47.5% | Reduced |
| Clark Estates Inc | 77,000 | $1.84M | 0.39% | +77,000 | New |
| Alliancebernstein L.P. | 71,528 | $1.71M | 0.00% | −106,490−59.8% | Reduced |
| Prudential Financial Inc | 50,302 | $1.60M | 0.00% | +140+0.3% | Added |
| Natixis Advisors, L.P. | 64,686 | $1.55M | 0.00% | +404+0.6% | Added |
| Renaissance Technologies LLC | 64,600 | $1.55M | 0.00% | −16,600−20.4% | Reduced |
| Graham Capital Management, L.P. | 64,146 | $1.54M | 0.05% | +21,694+51.1% | Added |
| Interval Partners, LP | 59,855 | $1.43M | 0.05% | −5,987−9.1% | Reduced |
| Quantbot Technologies LP | 56,344 | $1.35M | 0.04% | +35,962+176.4% | Added |
| Jacobs Levy Equity Management, Inc | 54,301 | $1.30M | 0.01% | +32,533+149.5% | Added |
| Virginia Retirement Systems Et Al | 49,200 | $1.18M | 0.01% | +49,200 | New |
| Great West Life Assurance Co | 48,707 | $1.17M | 0.00% | +904+1.9% | Added |
| Price T Rowe Associates Inc | 48,451 | $1.16M | 0.00% | −19,439−28.6% | Reduced |
| AQR Capital Management LLC | 48,276 | $1.16M | 0.00% | +6,623+15.9% | Added |
| State of Tennessee, Treasury Department | 46,959 | $1.13M | 0.00% | +4,895+11.6% | Added |
| SG Americas Securities, LLC | 46,796 | $1.12M | 0.00% | +31,693+209.8% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 44,638 | $1.06M | 0.01% | +19,917+80.6% | Added |
| Deutsche Bank AG | 44,172 | $1.06M | 0.00% | −3,498−7.3% | Reduced |
| California State Teachers Retirement System | 43,984 | $1.05M | 0.00% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 43,726 | $1.05M | 0.01% | −3,195−6.8% | Reduced |
| Canaan Partners XI LLC | 38,824 | $930.2K | 1.40% | +38,824 | New |
| Thrivent Financial for Lutherans | 37,517 | $899.0K | 0.00% | −31,467−45.6% | Reduced |
| Schonfeld Strategic Advisors LLC | 36,467 | $873.7K | 0.01% | −32,024−46.8% | Reduced |
| Voya Investment Management LLC | 36,431 | $872.9K | 0.00% | +15,516+74.2% | Added |
| Franklin Resources Inc | 35,466 | $849.8K | 0.00% | +203+0.6% | Added |
| Man Group plc | 34,221 | $819.9K | 0.00% | −35,467−50.9% | Reduced |
| Mork Capital Management, LLC | 34,200 | $819.4K | 0.64% | 00.0% | Unchanged |
| Alberta Investment Management Corp | 33,600 | $805.1K | 0.01% | 00.0% | Unchanged |
| Fox Run Management, L.L.C. | 33,309 | $798.1K | 0.12% | +19,092+134.3% | Added |
| Martingale Asset Management L P | 32,770 | $785.2K | 0.02% | −17,686−35.1% | Reduced |
| MetLife Investment Management | 32,290 | $773.7K | 0.00% | −526−1.6% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 31,891 | $764.1K | 0.00% | +1,376+4.5% | Added |
| Engineers Gate Manager LP | 29,971 | $718.1K | 0.01% | +86+0.3% | Added |
| Twinbeech Capital LP | 29,707 | $711.8K | 0.01% | −16,272−35.4% | Reduced |
| Wells Fargo & Company | 28,687 | $687.3K | 0.00% | −176−0.6% | Reduced |