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 |
|---|---|---|---|---|---|
| Millennium Management LLC | 136,664 | $3.27M | 0.00% | +90,801+198.0% | Added |
| Legal & General Group Plc | 138,365 | $3.32M | 0.00% | −82−0.1% | Reduced |
| UBS Asset Management Americas Inc | 138,589 | $3.32M | 0.00% | −1,562−1.1% | Reduced |
| Rhumbline Advisers | 148,921 | $3.57M | 0.00% | +4,621+3.2% | Added |
| Raymond James Financial Inc | 153,638 | $3.68M | 0.00% | +19,179+14.3% | Added |
| Algert Global LLC | 153,958 | $3.69M | 0.09% | −133,484−46.4% | Reduced |
| Brandywine Global Investment Management, LLC | 161,097 | $3.86M | 0.03% | −6,300−3.8% | Reduced |
| Public Sector Pension Investment Board | 162,007 | $3.88M | 0.02% | +40,668+33.5% | Added |
| AXA S.A. | 165,161 | $3.96M | 0.01% | +45,236+37.7% | Added |
| Verition Fund Management LLC | 170,113 | $4.08M | 0.02% | −104,477−38.0% | Reduced |
| Balyasny Asset Management LLC | 171,218 | $4.10M | 0.01% | +171,218 | New |
| Bank of America Corp | 206,224 | $4.94M | 0.00% | +44,081+27.2% | Added |
| Intech Investment Management LLC | 222,245 | $5.32M | 0.05% | +9,047+4.2% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 243,915 | $5.84M | 0.01% | +65,616+36.8% | Added |
| Principal Financial Group Inc | 255,244 | $6.12M | 0.00% | +17,237+7.2% | Added |
| JPMorgan Chase & Co | 274,821 | $6.58M | 0.00% | +39,251+16.7% | Added |
| Victory Capital Management Inc | 279,737 | $6.70M | 0.01% | +12,119+4.5% | Added |
| Panagora Asset Management Inc | 298,003 | $7.14M | 0.04% | +124,229+71.5% | Added |
| Federated Hermes, Inc. | 302,091 | $7.24M | 0.02% | −4,677−1.5% | Reduced |
| Lightspeed Management Company, L.L.C. | 384,160 | $9.20M | 6.74% | +384,160 | New |
| Nuveen, LLC | 418,330 | $10.0M | 0.00% | +418,330 | New |
| Invesco Ltd. | 454,124 | $10.9M | 0.00% | +19,305+4.4% | Added |
| D. E. Shaw & Co., Inc. | 505,243 | $12.1M | 0.01% | +142,718+39.4% | Added |
| Goldman Sachs Group Inc | 532,809 | $12.8M | 0.00% | +224,811+73.0% | Added |
| Morgan Stanley | 533,618 | $12.8M | 0.00% | −78,820−12.9% | Reduced |
| Wellington Management Group LLP | 556,295 | $13.3M | 0.00% | −2,825−0.5% | Reduced |
| Qube Research & Technologies Ltd | 615,884 | $14.8M | 0.02% | +27,735+4.7% | Added |
| Northern Trust Corp | 647,612 | $15.5M | 0.00% | −5,441−0.8% | Reduced |
| Marshall Wace, LLP | 654,592 | $15.7M | 0.02% | +303,643+86.5% | Added |
| Bragg Financial Advisors, Inc | 724,231 | $17.4M | 0.71% | +318,060+78.3% | Added |
| Ieq Capital, LLC | 734,071 | $17.6M | 0.14% | −14,885−2.0% | Reduced |
| Bank of New York Mellon Corp | 781,016 | $18.7M | 0.00% | −16,462−2.1% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 802,481 | $19.2M | 0.07% | +2,724+0.3% | Added |
| Kennedy Capital Management, Inc. | 918,527 | $22.0M | 0.53% | +568,365+162.3% | Added |
| Huber Capital Management LLC | 949,055 | $22.7M | 4.28% | +92,908+10.9% | Added |
| Charles Schwab Investment Management Inc | 1,051,636 | $25.2M | 0.00% | +77,450+8.0% | Added |
| Geode Capital Management, LLC | 1,314,162 | $31.5M | 0.00% | +94,501+7.7% | Added |
| LSV Asset Management | 1,689,151 | $40.5M | 0.10% | +114,328+7.3% | Added |
| State Street Corp | 2,165,086 | $51.9M | 0.00% | +16,910+0.8% | Added |
| Dimensional Fund Advisors LP | 2,211,010 | $53.0M | 0.01% | −117,219−5.0% | Reduced |
| FMR LLC | 4,668,388 | $111.9M | 0.01% | +429,320+10.1% | Added |
| Vanguard Group Inc | 7,025,821 | $168.3M | 0.00% | +244,746+3.6% | Added |
| BlackRock, Inc. | 8,980,778 | $215.2M | 0.00% | −60,800−0.7% | Reduced |
| Philadelphia Financial Management of San Francisco, LLC | 0 | $0 | 0.00% | −390,738−100.0% | Sold out |
| Bryce Point Capital, LLC | 0 | $0 | 0.00% | −67,428−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −63,841−100.0% | Sold out |
| Secure Asset Management, LLC | 0 | $0 | 0.00% | −56,832−100.0% | Sold out |
| Jackson Creek Investment Advisors LLC | 0 | $0 | 0.00% | −35,892−100.0% | Sold out |
| Sanctuary Advisors, LLC | 0 | $0 | 0.00% | −31,519−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −28,577−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −19,685−100.0% | Sold out |
| Vident Advisory, LLC | 0 | $0 | 0.00% | −16,444−100.0% | Sold out |
| Cornercap Investment Counsel Inc | 0 | $0 | 0.00% | −15,210−100.0% | Sold out |
| Hennion & Walsh Asset Management, Inc. | 0 | $0 | 0.00% | −14,857−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −11,889−100.0% | Sold out |
| Sherbrooke Park Advisers LLC | 0 | $0 | 0.00% | −11,510−100.0% | Sold out |
| PharVision Advisers, LLC | 0 | $0 | 0.00% | −10,754−100.0% | Sold out |
| Tributary Capital Management, LLC | 0 | $0 | 0.00% | −9,700−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −8,565−100.0% | Sold out |
| Moody National Bank Trust Division | 0 | $0 | 0.00% | −8,274−100.0% | Sold out |
| Cambria Investment Management, L.P. | 0 | $0 | 0.00% | −7,990−100.0% | Sold out |
| Crestline Management, LP | 0 | $0 | 0.00% | −7,880−100.0% | Sold out |
| Freestone Grove Partners LP | 0 | $0 | 0.00% | −7,569−100.0% | Sold out |
| Mutual of America Capital Management LLC | 0 | $0 | 0.00% | −7,375−100.0% | Sold out |
| Corton Capital Inc. | 0 | $0 | 0.00% | −7,105−100.0% | Sold out |
| Prentice Wealth Management LLC | 0 | $0 | 0.00% | −6,922−100.0% | Sold out |
| Carolina Wealth Advisors, LLC | 0 | $0 | 0.00% | −2,401−100.0% | Sold out |
| R Squared Ltd | 0 | $0 | 0.00% | −870−100.0% | Sold out |
| Mainstream Capital Management LLC | 0 | $0 | 0.00% | −453−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −469−100.0% | Sold out |
| CIBC Private Wealth Group, LLC | 0 | $0 | 0.00% | −382−100.0% | Sold out |
| Caitong International Asset Management Co., Ltd | 0 | $0 | 0.00% | −249−100.0% | Sold out |
| Atlantic Edge Private Wealth Management, LLC | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Eagle Bay Advisors LLC | 0 | $0 | 0.00% | −57−100.0% | Sold out |
| Pineridge Advisors LLC | 0 | $0 | 0.00% | −18−100.0% | Sold out |
| TFC Financial Management | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Nuveen Asset Management, LLC | – | – | – | – | Not filed |
| Vise Technologies, Inc. | – | – | – | – | Not filed |
| Global Retirement Partners, LLC | – | – | – | – | Not filed |