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 |
|---|---|---|---|---|---|
| Headlands Technologies LLC | 28,445 | $681.5K | 0.08% | +1,467+5.4% | Added |
| State of Alaska, Department of Revenue | 28,301 | $678.0K | 0.01% | +692+2.5% | Added |
| Corebridge Financial, Inc. | 27,936 | $669.3K | 0.00% | −456−1.6% | Reduced |
| Napatree Capital LLC | 27,837 | $667.0K | 0.38% | +1,958+7.6% | Added |
| Toroso Investments, LLC | 27,153 | $650.6K | 0.01% | +9,253+51.7% | Added |
| LPL Financial LLC | 26,285 | $629.8K | 0.00% | +5,959+29.3% | Added |
| STRS Ohio | 26,100 | $625.4K | 0.00% | 00.0% | Unchanged |
| Illinois Municipal Retirement Fund | 25,929 | $621.3K | 0.01% | −569−2.1% | Reduced |
| CoreCap Advisors, LLC | 25,885 | $620.2K | 0.03% | +1,693+7.0% | Added |
| Semanteon Capital Management, LP | 25,850 | $619.4K | 0.34% | +25,850 | New |
| O'Shaughnessy Asset Management, LLC | 25,282 | $605.8K | 0.00% | +8,411+49.9% | Added |
| Manufacturers Life Insurance Company, The | 25,223 | $604.3K | 0.00% | +315+1.3% | Added |
| Louisiana State Employees Retirement System | 24,100 | $577.4K | 0.01% | +600+2.6% | Added |
| Nebula Research & Development LLC | 24,009 | $575.3K | 0.05% | +96+0.4% | Added |
| Janus Henderson Group PLC | 23,555 | $559.0K | 0.00% | 00.0% | Unchanged |
| Centiva Capital, LP | 23,170 | $555.2K | 0.03% | +10,625+84.7% | Added |
| New York State Common Retirement Fund | 21,074 | $504.9K | 0.00% | +2,223+11.8% | Added |
| SEI Investments Co | 20,003 | $479.3K | 0.00% | +669+3.5% | Added |
| Petrus Trust Company, LTA | 19,454 | $466.1K | 0.04% | +19,454 | New |
| Aigen Investment Management, LP | 19,216 | $460.4K | 0.07% | +19,216 | New |
| Prelude Capital Management, LLC | 18,649 | $446.8K | 0.05% | +9,248+98.4% | Added |
| Yousif Capital Management, LLC | 18,316 | $438.9K | 0.01% | −99−0.5% | Reduced |
| Teachers Retirement System of the State of Kentucky | 17,222 | $412.0K | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 16,540 | $396.3K | 0.00% | −128−0.8% | Reduced |
| State Board of Administration of Florida Retirement System | 15,737 | $377.1K | 0.00% | −9,338−37.2% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 15,612 | $374.1K | 0.00% | +3,560+29.5% | Added |
| Kingsview Wealth Management, LLC | 15,271 | $365.9K | 0.01% | +15,271 | New |
| Maryland State Retirement & Pension System | 14,929 | $357.7K | 0.01% | −1,506−9.2% | Reduced |
| Teacher Retirement System of Texas | 14,392 | $344.8K | 0.00% | −89,586−86.2% | Reduced |
| Diversified Trust Co | 14,380 | $344.5K | 0.01% | +14,380 | New |
| Amalgamated Bank | 14,371 | $344.0K | 0.00% | −120−0.8% | Reduced |
| CWM Advisors, LLC | 14,338 | $343.5K | 0.04% | +540+3.9% | Added |
| HSBC Holdings PLC | 14,337 | $342.2K | 0.00% | −31,717−68.9% | Reduced |
| Alps Advisors Inc | 14,173 | $339.6K | 0.00% | −516−3.5% | Reduced |
| Brevan Howard Capital Management LP | 13,536 | $324.3K | 0.01% | +13,536 | New |
| Arizona State Retirement System | 13,337 | $319.6K | 0.00% | −136−1.0% | Reduced |
| SummitTX Capital, L.P. | 12,914 | $309.4K | 0.01% | +12,914 | New |
| Rafferty Asset Management, LLC | 12,669 | $303.5K | 0.00% | +357+2.9% | Added |
| ProShare Advisors LLC | 12,586 | $301.6K | 0.00% | −3,485−21.7% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 12,223 | $292.9K | 0.00% | +1,830+17.6% | Added |
| EntryPoint Capital, LLC | 12,175 | $291.7K | 0.13% | +12,175 | New |
| Elo Mutual Pension Insurance Co | 11,934 | $285.9K | 0.01% | +11,934 | New |
| Hancock Whitney Corp | 11,908 | $285.3K | 0.01% | +1,328+12.6% | Added |
| CIBC World Markets Corp | 11,906 | $285.3K | 0.00% | +11,906 | New |
| Teza Capital Management LLC | 11,895 | $285.0K | 0.13% | −7,332−38.1% | Reduced |
| Oregon Public Employees Retirement Fund | 11,716 | $280.7K | 0.01% | +300+2.6% | Added |
| Nisa Investment Advisors, LLC | 11,545 | $276.6K | 0.00% | −4,998−30.2% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 11,516 | $275.9K | 0.00% | 00.0% | Unchanged |
| Creative Planning | 11,492 | $275.4K | 0.00% | +11,492 | New |
| Cetera Investment Advisers | 10,989 | $263.3K | 0.00% | +258+2.4% | Added |
| Exchange Traded Concepts, LLC | 10,109 | $242.2K | 0.00% | +481+5.0% | Added |
| Walleye Capital LLC | 9,819 | $235.3K | 0.00% | +893+10.0% | Added |
| Two Sigma Advisers, LP | 9,800 | $234.8K | 0.00% | −10,700−52.2% | Reduced |
| Dynamic Technology Lab Private Ltd | 9,639 | $231.0K | 0.03% | −25,331−72.4% | Reduced |
| Handelsbanken Fonder AB | 9,452 | $226.0K | 0.00% | 00.0% | Unchanged |
| Cubist Systematic Strategies, LLC | 9,413 | $225.5K | 0.00% | −181,758−95.1% | Reduced |
| Optimist Retirement Group LLC | 9,257 | $221.8K | 0.11% | +1,266+15.8% | Added |
| WBI Investments | 8,964 | $214.8K | 0.06% | +8,964 | New |
| Bridgefront Capital, LLC | 8,933 | $214.0K | 0.06% | +8,933 | New |
| Wolverine Asset Management LLC | 8,652 | $207.3K | 0.00% | 00.0% | Unchanged |
| First National Bank of Omaha | 8,626 | $206.7K | 0.01% | −63,002−88.0% | Reduced |
| KLP Kapitalforvaltning AS | 8,600 | $206.1K | 0.00% | −8,000−48.2% | Reduced |
| Blueshift Asset Management, LLC | 8,501 | $203.7K | 0.08% | +8,501 | New |
| MQS Management LLC | 8,426 | $201.9K | 0.12% | +8,426 | New |
| First National Advisers, LLC | 8,395 | $201.1K | 0.03% | −58,515−87.5% | Reduced |
| Jones Financial Companies LLLP | 8,031 | $190.7K | 0.00% | −486−5.7% | Reduced |
| Shell Asset Management Co | 7,538 | $181.0K | 0.01% | −327−4.2% | Reduced |
| Quadrant Capital Group LLC | 6,769 | $162.2K | 0.01% | +6,543+2,895.1% | Added |
| Quest Partners LLC | 6,694 | $160.4K | 0.02% | −9,177−57.8% | Reduced |
| Palouse Capital Management, Inc. | 6,623 | $158.7K | 0.11% | +2,592+64.3% | Added |
| Public Employees Retirement Association of Colorado | 6,390 | $153.0K | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 6,455 | $153.0K | 0.00% | +4,565+241.5% | Added |
| Aquatic Capital Management LLC | 6,133 | $146.9K | 0.00% | +6,133 | New |
| Ameritas Investment Partners, Inc. | 5,479 | $131.3K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 5,089 | $121.9K | 0.00% | +1,929+61.0% | Added |
| Steward Partners Investment Advisory, LLC | 4,645 | $111.3K | 0.00% | +10.0% | Added |
| Royal Bank of Canada | 4,262 | $102.0K | 0.00% | +1,909+81.1% | Added |
| Advisors Asset Management, Inc. | 3,912 | $93.7K | 0.00% | +2,512+179.4% | Added |
| The PNC Financial Services Group, Inc. | 3,474 | $83.2K | 0.00% | −311−8.2% | Reduced |
| Harbour Investments, Inc. | 3,357 | $80.4K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 3,317 | $79.5K | 0.00% | −6,165−65.0% | Reduced |
| KBC Group NV | 2,454 | $59.0K | 0.00% | −17,227−87.5% | Reduced |
| Public Employees Retirement System of Ohio | 2,293 | $54.9K | 0.00% | +360+18.6% | Added |
| CWM, LLC | 1,880 | $45.0K | 0.00% | +493+35.5% | Added |
| Ronald Blue Trust, Inc. | 1,784 | $42.7K | 0.00% | +51+2.9% | Added |
| Covestor Ltd | 1,694 | $40.0K | 0.03% | +356+26.6% | Added |
| Quarry LP | 1,580 | $37.9K | 0.01% | −1,118−41.4% | Reduced |
| TD Private Client Wealth LLC | 1,311 | $31.4K | 0.00% | +491+59.9% | Added |
| Clearstead Advisors, LLC | 1,200 | $28.8K | 0.00% | 00.0% | Unchanged |
| DekaBank Deutsche Girozentrale | 1,082 | $25.0K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 1,000 | $24.0K | 0.02% | 00.0% | Unchanged |
| Vestcor Inc | 979 | $23.0K | 0.00% | −4,994−83.6% | Reduced |
| Versant Capital Management, Inc | 945 | $22.6K | 0.00% | +921+3,837.5% | Added |
| Nomura Asset Management Co Ltd | 790 | $18.9K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 727 | $17.4K | 0.00% | −228−23.9% | Reduced |
| Point72 Asia (Singapore) Pte. Ltd. | 562 | $13.5K | 0.00% | +247+78.4% | Added |
| Smartleaf Asset Management LLC | 566 | $13.4K | 0.00% | −132−18.9% | Reduced |
| Point72 (DIFC) Ltd | 511 | $12.2K | 0.00% | −4,455−89.7% | Reduced |
| GAMMA Investing LLC | 509 | $12.2K | 0.00% | +278+120.3% | Added |
| Skopos Labs, Inc. | 499 | $12.0K | 0.00% | +499 | New |