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, Q2 2025
Institutional positions in Upbound Group, Inc. as of Jun 30, 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
- 256
- +15 vs. Q1 2025
- Shares held
- 52.8M
- +4.75M (+9.9%) vs. Q1 2025
- Total value
- $1.33B
- +$175.1M (+15.2%) vs. Q1 2025
- New holders
- 46
- 114 more added
- Sold out
- 31
- 65 more reduced
2 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: 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, Q2 2025
Shares, value and share of portfolio for each institution holding Upbound Group, Inc.; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 8,175,638 | $205.2M | 0.00% | −805,140−9.0% | Reduced |
| Vanguard Group Inc | 6,858,070 | $172.1M | 0.00% | −167,751−2.4% | Reduced |
| FMR LLC | 4,616,099 | $115.9M | 0.01% | −52,289−1.1% | Reduced |
| Ieq Capital, LLC | 4,535,114 | $113.8M | 0.70% | +3,801,043+517.8% | Added |
| Dimensional Fund Advisors LP | 2,170,063 | $54.5M | 0.01% | −40,947−1.9% | Reduced |
| State Street Corp | 2,085,564 | $53.2M | 0.00% | −79,522−3.7% | Reduced |
| LSV Asset Management | 2,041,415 | $51.2M | 0.12% | +352,264+20.9% | Added |
| Geode Capital Management, LLC | 1,341,347 | $33.7M | 0.00% | +27,185+2.1% | Added |
| Charles Schwab Investment Management Inc | 1,090,641 | $27.4M | 0.00% | +39,005+3.7% | Added |
| Nuveen, LLC | 931,808 | $23.4M | 0.01% | +513,478+122.7% | Added |
| Fuller & Thaler Asset Management, Inc. | 905,718 | $22.7M | 0.08% | +103,237+12.9% | Added |
| Bragg Financial Advisors, Inc | 889,643 | $22.3M | 0.80% | +165,412+22.8% | Added |
| Morgan Stanley | 804,534 | $20.2M | 0.00% | +270,916+50.8% | Added |
| Bank of New York Mellon Corp | 791,626 | $19.9M | 0.00% | +10,610+1.4% | Added |
| Qube Research & Technologies Ltd | 783,997 | $19.7M | 0.03% | +168,113+27.3% | Added |
| Wellington Management Group LLP | 783,324 | $19.7M | 0.00% | +227,029+40.8% | Added |
| Azora Capital LP | 755,429 | $19.0M | 0.86% | +755,429 | New |
| Marshall Wace, LLP | 684,990 | $17.2M | 0.02% | +30,398+4.6% | Added |
| Northern Trust Corp | 631,209 | $15.8M | 0.00% | −16,403−2.5% | Reduced |
| Kennedy Capital Management, Inc. | 586,925 | $14.7M | 0.35% | −331,602−36.1% | Reduced |
| Huber Capital Management LLC | 574,939 | $14.4M | 2.46% | −374,116−39.4% | Reduced |
| Goldman Sachs Group Inc | 478,806 | $12.0M | 0.00% | −54,003−10.1% | Reduced |
| Invesco Ltd. | 408,811 | $10.3M | 0.00% | −45,313−10.0% | Reduced |
| Millennium Management LLC | 407,105 | $10.2M | 0.01% | +270,441+197.9% | Added |
| D. E. Shaw & Co., Inc. | 382,691 | $9.61M | 0.01% | −122,552−24.3% | Reduced |
| Bank of America Corp | 345,438 | $8.67M | 0.00% | +139,214+67.5% | Added |
| Victory Capital Management Inc | 329,654 | $8.27M | 0.01% | +49,917+17.8% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 325,554 | $8.17M | 0.03% | +213,030+189.3% | Added |
| Panagora Asset Management Inc | 313,854 | $7.88M | 0.04% | +15,851+5.3% | Added |
| Principal Financial Group Inc | 255,303 | $6.41M | 0.00% | +590.0% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 244,409 | $6.13M | 0.01% | +494+0.2% | Added |
| Intech Investment Management LLC | 236,966 | $5.95M | 0.06% | +14,721+6.6% | Added |
| AQR Capital Management LLC | 216,050 | $5.42M | 0.00% | +167,774+347.5% | Added |
| UBS Asset Management Americas Inc | 193,818 | $4.86M | 0.00% | +55,229+39.9% | Added |
| Public Sector Pension Investment Board | 175,462 | $4.40M | 0.02% | +13,455+8.3% | Added |
| Deutsche Bank AG | 169,063 | $4.24M | 0.00% | +124,891+282.7% | Added |
| AXA S.A. | 165,161 | $4.15M | 0.01% | 00.0% | Unchanged |
| Citadel Advisors LLC | 162,898 | $4.09M | 0.00% | +35,578+27.9% | Added |
| CSM Advisors, LLC | 160,189 | $4.02M | 0.12% | +160,189 | New |
| Raymond James Financial Inc | 157,605 | $3.96M | 0.00% | +3,967+2.6% | Added |
| Rhumbline Advisers | 156,461 | $3.93M | 0.00% | +7,540+5.1% | Added |
| Brandywine Global Investment Management, LLC | 155,097 | $3.89M | 0.03% | −6,000−3.7% | Reduced |
| BNP Paribas Arbitrage, SA | 143,757 | $3.61M | 0.00% | +24,945+21.0% | Added |
| Legal & General Group Plc | 141,978 | $3.56M | 0.00% | +3,613+2.6% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 141,810 | $3.56M | 0.01% | +21,176+17.6% | Added |
| Cubist Systematic Strategies, LLC | 130,692 | $3.28M | 0.04% | +121,279+1,288.4% | Added |
| Barclays PLC | 125,824 | $3.16M | 0.00% | +4,140+3.4% | Added |
| Ameriprise Financial Inc | 119,546 | $3.00M | 0.00% | +5,841+5.1% | Added |
| Jane Street Group, LLC | 117,150 | $2.94M | 0.00% | +30,700+35.5% | Added |
| Inspire Advisors, LLC | 115,894 | $2.91M | 0.30% | +115,894 | New |
| First Trust Advisors LP | 107,579 | $2.70M | 0.00% | +28,476+36.0% | Added |
| American Century Companies Inc | 107,210 | $2.69M | 0.00% | +17,420+19.4% | Added |
| UBS Group AG | 105,470 | $2.65M | 0.00% | −3,488−3.2% | Reduced |
| Engineers Gate Manager LP | 103,575 | $2.60M | 0.03% | +73,604+245.6% | Added |
| Swiss National Bank | 98,700 | $2.48M | 0.00% | +8,600+9.5% | Added |
| Russell Investments Group, Ltd. | 95,161 | $2.39M | 0.00% | +79+0.1% | Added |
| Kendall Capital Management | 93,930 | $2.36M | 0.62% | +1,935+2.1% | Added |
| Federated Hermes, Inc. | 91,234 | $2.29M | 0.00% | −210,857−69.8% | Reduced |
| Amundi | 86,408 | $2.27M | 0.00% | −18,098−17.3% | Reduced |
| Virginia Retirement Systems Et Al | 87,400 | $2.19M | 0.02% | +38,200+77.6% | Added |
| Segall Bryant & Hamill, LLC | 87,312 | $2.19M | 0.03% | −8,215−8.6% | Reduced |
| Interval Partners, LP | 85,724 | $2.15M | 0.05% | +25,869+43.2% | Added |
| Allianz Asset Management GmbH | 84,556 | $2.12M | 0.00% | +621+0.7% | Added |
| New York State Teachers Retirement System | 81,377 | $2.04M | 0.00% | +207+0.3% | Added |
| Algert Global LLC | 79,920 | $2.01M | 0.04% | −74,038−48.1% | Reduced |
| Clark Estates Inc | 77,000 | $1.93M | 0.43% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 74,388 | $1.87M | 0.00% | −200,433−72.9% | Reduced |
| Alliancebernstein L.P. | 71,528 | $1.80M | 0.00% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 68,284 | $1.71M | 0.00% | −12,142−15.1% | Reduced |
| Teacher Retirement System of Texas | 67,336 | $1.69M | 0.01% | +52,944+367.9% | Added |
| Prudential Financial Inc | 53,250 | $1.67M | 0.00% | +2,948+5.9% | Added |
| Arrowstreet Capital, Limited Partnership | 63,402 | $1.59M | 0.00% | −59,350−48.3% | Reduced |
| Schonfeld Strategic Advisors LLC | 60,125 | $1.51M | 0.01% | +23,658+64.9% | Added |
| Squarepoint Ops LLC | 58,279 | $1.46M | 0.00% | +58,279 | New |
| Graham Capital Management, L.P. | 56,932 | $1.43M | 0.04% | −7,214−11.2% | Reduced |
| Price T Rowe Associates Inc | 55,950 | $1.41M | 0.00% | +7,499+15.5% | Added |
| Great West Life Assurance Co | 51,444 | $1.29M | 0.00% | +2,737+5.6% | Added |
| Citigroup Inc | 51,432 | $1.29M | 0.00% | −29,691−36.6% | Reduced |
| Caxton Associates LLP | 44,217 | $1.11M | 0.03% | +44,217 | New |
| California State Teachers Retirement System | 43,340 | $1.09M | 0.00% | −644−1.5% | Reduced |
| Brevan Howard Capital Management LP | 42,925 | $1.08M | 0.01% | +29,389+217.1% | Added |
| LPL Financial LLC | 42,795 | $1.07M | 0.00% | +16,510+62.8% | Added |
| Summit Global Investments | 42,138 | $1.06M | 0.06% | +42,138 | New |
| Y-Intercept (Hong Kong) Ltd | 42,107 | $1.06M | 0.03% | +42,107 | New |
| Toroso Investments, LLC | 41,769 | $1.05M | 0.01% | +14,616+53.8% | Added |
| State of Tennessee, Treasury Department | 41,258 | $1.04M | 0.00% | −5,701−12.1% | Reduced |
| SEI Investments Co | 41,124 | $1.03M | 0.00% | +21,121+105.6% | Added |
| Nebula Research & Development LLC | 39,992 | $1.00M | 0.09% | +15,983+66.6% | Added |
| Canaan Partners XI LLC | 38,824 | $974.5K | 0.57% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 38,386 | $963.5K | 0.00% | +38,386 | New |
| Banco Bilbao Vizcaya Argentaria, S.A. | 38,161 | $961.0K | 0.01% | −6,477−14.5% | Reduced |
| Thrivent Financial for Lutherans | 37,843 | $950.0K | 0.00% | +326+0.9% | Added |
| Wells Fargo & Company | 37,664 | $945.4K | 0.00% | +8,977+31.3% | Added |
| Franklin Resources Inc | 37,404 | $938.8K | 0.00% | +1,938+5.5% | Added |
| Voya Investment Management LLC | 36,170 | $907.9K | 0.00% | −261−0.7% | Reduced |
| Mork Capital Management, LLC | 34,200 | $858.4K | 0.63% | 00.0% | Unchanged |
| MetLife Investment Management | 32,290 | $810.5K | 0.00% | 00.0% | Unchanged |
| Headlands Technologies LLC | 31,360 | $787.1K | 0.09% | +2,915+10.2% | Added |
| State of Alaska, Department of Revenue | 30,657 | $769.0K | 0.01% | +2,356+8.3% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 28,783 | $722.5K | 0.00% | −3,108−9.7% | Reduced |