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 |
|---|---|---|---|---|---|
| Hancock Whitney Corp | 11,908 | $285.3K | 0.01% | +1,328+12.6% | Added |
| Elo Mutual Pension Insurance Co | 11,934 | $285.9K | 0.01% | +11,934 | New |
| EntryPoint Capital, LLC | 12,175 | $291.7K | 0.13% | +12,175 | New |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 12,223 | $292.9K | 0.00% | +1,830+17.6% | Added |
| ProShare Advisors LLC | 12,586 | $301.6K | 0.00% | −3,485−21.7% | Reduced |
| Rafferty Asset Management, LLC | 12,669 | $303.5K | 0.00% | +357+2.9% | Added |
| SummitTX Capital, L.P. | 12,914 | $309.4K | 0.01% | +12,914 | New |
| Arizona State Retirement System | 13,337 | $319.6K | 0.00% | −136−1.0% | Reduced |
| Brevan Howard Capital Management LP | 13,536 | $324.3K | 0.01% | +13,536 | New |
| Alps Advisors Inc | 14,173 | $339.6K | 0.00% | −516−3.5% | Reduced |
| HSBC Holdings PLC | 14,337 | $342.2K | 0.00% | −31,717−68.9% | Reduced |
| CWM Advisors, LLC | 14,338 | $343.5K | 0.04% | +540+3.9% | Added |
| Amalgamated Bank | 14,371 | $344.0K | 0.00% | −120−0.8% | Reduced |
| Diversified Trust Co | 14,380 | $344.5K | 0.01% | +14,380 | New |
| Teacher Retirement System of Texas | 14,392 | $344.8K | 0.00% | −89,586−86.2% | Reduced |
| Maryland State Retirement & Pension System | 14,929 | $357.7K | 0.01% | −1,506−9.2% | Reduced |
| Kingsview Wealth Management, LLC | 15,271 | $365.9K | 0.01% | +15,271 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 15,612 | $374.1K | 0.00% | +3,560+29.5% | Added |
| State Board of Administration of Florida Retirement System | 15,737 | $377.1K | 0.00% | −9,338−37.2% | Reduced |
| Comerica Bank | 16,540 | $396.3K | 0.00% | −128−0.8% | Reduced |
| Teachers Retirement System of the State of Kentucky | 17,222 | $412.0K | 0.00% | 00.0% | Unchanged |
| Yousif Capital Management, LLC | 18,316 | $438.9K | 0.01% | −99−0.5% | Reduced |
| Prelude Capital Management, LLC | 18,649 | $446.8K | 0.05% | +9,248+98.4% | Added |
| Aigen Investment Management, LP | 19,216 | $460.4K | 0.07% | +19,216 | New |
| Petrus Trust Company, LTA | 19,454 | $466.1K | 0.04% | +19,454 | New |
| SEI Investments Co | 20,003 | $479.3K | 0.00% | +669+3.5% | Added |
| New York State Common Retirement Fund | 21,074 | $504.9K | 0.00% | +2,223+11.8% | Added |
| Centiva Capital, LP | 23,170 | $555.2K | 0.03% | +10,625+84.7% | Added |
| Janus Henderson Group PLC | 23,555 | $559.0K | 0.00% | 00.0% | Unchanged |
| Nebula Research & Development LLC | 24,009 | $575.3K | 0.05% | +96+0.4% | Added |
| Louisiana State Employees Retirement System | 24,100 | $577.4K | 0.01% | +600+2.6% | Added |
| Manufacturers Life Insurance Company, The | 25,223 | $604.3K | 0.00% | +315+1.3% | Added |
| O'Shaughnessy Asset Management, LLC | 25,282 | $605.8K | 0.00% | +8,411+49.9% | Added |
| Semanteon Capital Management, LP | 25,850 | $619.4K | 0.34% | +25,850 | New |
| CoreCap Advisors, LLC | 25,885 | $620.2K | 0.03% | +1,693+7.0% | Added |
| Illinois Municipal Retirement Fund | 25,929 | $621.3K | 0.01% | −569−2.1% | Reduced |
| STRS Ohio | 26,100 | $625.4K | 0.00% | 00.0% | Unchanged |
| LPL Financial LLC | 26,285 | $629.8K | 0.00% | +5,959+29.3% | Added |
| Toroso Investments, LLC | 27,153 | $650.6K | 0.01% | +9,253+51.7% | Added |
| Napatree Capital LLC | 27,837 | $667.0K | 0.38% | +1,958+7.6% | Added |
| Corebridge Financial, Inc. | 27,936 | $669.3K | 0.00% | −456−1.6% | Reduced |
| State of Alaska, Department of Revenue | 28,301 | $678.0K | 0.01% | +692+2.5% | Added |
| Headlands Technologies LLC | 28,445 | $681.5K | 0.08% | +1,467+5.4% | Added |
| Wells Fargo & Company | 28,687 | $687.3K | 0.00% | −176−0.6% | Reduced |
| Twinbeech Capital LP | 29,707 | $711.8K | 0.01% | −16,272−35.4% | Reduced |
| Engineers Gate Manager LP | 29,971 | $718.1K | 0.01% | +86+0.3% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 31,891 | $764.1K | 0.00% | +1,376+4.5% | Added |
| MetLife Investment Management | 32,290 | $773.7K | 0.00% | −526−1.6% | Reduced |
| Martingale Asset Management L P | 32,770 | $785.2K | 0.02% | −17,686−35.1% | Reduced |
| Fox Run Management, L.L.C. | 33,309 | $798.1K | 0.12% | +19,092+134.3% | Added |
| Alberta Investment Management Corp | 33,600 | $805.1K | 0.01% | 00.0% | Unchanged |
| Mork Capital Management, LLC | 34,200 | $819.4K | 0.64% | 00.0% | Unchanged |
| Man Group plc | 34,221 | $819.9K | 0.00% | −35,467−50.9% | Reduced |
| Franklin Resources Inc | 35,466 | $849.8K | 0.00% | +203+0.6% | Added |
| Voya Investment Management LLC | 36,431 | $872.9K | 0.00% | +15,516+74.2% | Added |
| Schonfeld Strategic Advisors LLC | 36,467 | $873.7K | 0.01% | −32,024−46.8% | Reduced |
| Thrivent Financial for Lutherans | 37,517 | $899.0K | 0.00% | −31,467−45.6% | Reduced |
| Canaan Partners XI LLC | 38,824 | $930.2K | 1.40% | +38,824 | New |
| Cresset Asset Management, LLC | 43,726 | $1.05M | 0.01% | −3,195−6.8% | Reduced |
| California State Teachers Retirement System | 43,984 | $1.05M | 0.00% | 00.0% | Unchanged |
| Deutsche Bank AG | 44,172 | $1.06M | 0.00% | −3,498−7.3% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 44,638 | $1.06M | 0.01% | +19,917+80.6% | Added |
| SG Americas Securities, LLC | 46,796 | $1.12M | 0.00% | +31,693+209.8% | Added |
| State of Tennessee, Treasury Department | 46,959 | $1.13M | 0.00% | +4,895+11.6% | Added |
| AQR Capital Management LLC | 48,276 | $1.16M | 0.00% | +6,623+15.9% | Added |
| Price T Rowe Associates Inc | 48,451 | $1.16M | 0.00% | −19,439−28.6% | Reduced |
| Great West Life Assurance Co | 48,707 | $1.17M | 0.00% | +904+1.9% | Added |
| Virginia Retirement Systems Et Al | 49,200 | $1.18M | 0.01% | +49,200 | New |
| Jacobs Levy Equity Management, Inc | 54,301 | $1.30M | 0.01% | +32,533+149.5% | Added |
| Quantbot Technologies LP | 56,344 | $1.35M | 0.04% | +35,962+176.4% | Added |
| Interval Partners, LP | 59,855 | $1.43M | 0.05% | −5,987−9.1% | Reduced |
| Graham Capital Management, L.P. | 64,146 | $1.54M | 0.05% | +21,694+51.1% | Added |
| Renaissance Technologies LLC | 64,600 | $1.55M | 0.00% | −16,600−20.4% | Reduced |
| Natixis Advisors, L.P. | 64,686 | $1.55M | 0.00% | +404+0.6% | Added |
| Prudential Financial Inc | 50,302 | $1.60M | 0.00% | +140+0.3% | Added |
| Alliancebernstein L.P. | 71,528 | $1.71M | 0.00% | −106,490−59.8% | Reduced |
| Clark Estates Inc | 77,000 | $1.84M | 0.39% | +77,000 | New |
| Norges Bank | 77,900 | $1.87M | 0.00% | −70,484−47.5% | Reduced |
| First Trust Advisors LP | 79,103 | $1.90M | 0.00% | +8,357+11.8% | Added |
| Voloridge Investment Management, LLC | 79,685 | $1.91M | 0.01% | −68,208−46.1% | Reduced |
| Susquehanna International Group, LLP | 80,426 | $1.93M | 0.00% | +24,691+44.3% | Added |
| Citigroup Inc | 81,123 | $1.94M | 0.00% | −9,977−11.0% | Reduced |
| New York State Teachers Retirement System | 81,170 | $1.95M | 0.00% | +232+0.3% | Added |
| Allianz Asset Management GmbH | 83,935 | $2.01M | 0.00% | −24,222−22.4% | Reduced |
| Jane Street Group, LLC | 86,450 | $2.07M | 0.00% | +64,073+286.3% | Added |
| American Century Companies Inc | 89,790 | $2.15M | 0.00% | +57,045+174.2% | Added |
| Swiss National Bank | 90,100 | $2.16M | 0.00% | −1,000−1.1% | Reduced |
| Kendall Capital Management | 91,995 | $2.20M | 0.65% | +11,045+13.6% | Added |
| Landscape Capital Management, L.L.C. | 93,320 | $2.24M | 0.20% | +93,320 | New |
| Russell Investments Group, Ltd. | 95,082 | $2.28M | 0.00% | +37,010+63.7% | Added |
| Segall Bryant & Hamill, LLC | 95,527 | $2.29M | 0.04% | −2,368−2.4% | Reduced |
| Amundi | 104,506 | $2.29M | 0.00% | +48,347+86.1% | Added |
| UBS Group AG | 108,958 | $2.61M | 0.00% | −8,784−7.5% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 112,524 | $2.70M | 0.01% | +91,519+435.7% | Added |
| Ameriprise Financial Inc | 113,705 | $2.72M | 0.00% | −4,897−4.1% | Reduced |
| BNP Paribas Arbitrage, SA | 118,812 | $2.85M | 0.00% | −49,634−29.5% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 120,634 | $2.89M | 0.01% | +2,863+2.4% | Added |
| Barclays PLC | 121,684 | $2.92M | 0.00% | −242,086−66.5% | Reduced |
| Arrowstreet Capital, Limited Partnership | 122,752 | $2.94M | 0.00% | −688,852−84.9% | Reduced |
| Citadel Advisors LLC | 127,320 | $3.05M | 0.00% | +96,025+306.8% | Added |