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 |
|---|---|---|---|---|---|
| Corton Capital Inc. | 10,057 | $252.4K | 0.29% | +10,057 | New |
| WBI Investments | 10,479 | $263.0K | 0.07% | +1,515+16.9% | Added |
| KLP Kapitalforvaltning AS | 10,700 | $272.1K | 0.00% | +2,100+24.4% | Added |
| Teza Capital Management LLC | 11,064 | $277.7K | 0.21% | −831−7.0% | Reduced |
| Capital Fund Management S.A. | 11,261 | $282.7K | 0.00% | +11,261 | New |
| Cerity Partners LLC | 11,604 | $291.3K | 0.00% | +11,604 | New |
| ProShare Advisors LLC | 11,704 | $293.8K | 0.00% | −882−7.0% | Reduced |
| Guggenheim Capital LLC | 11,727 | $294.3K | 0.00% | +11,727 | New |
| Oregon Public Employees Retirement Fund | 11,816 | $296.6K | 0.01% | +100+0.9% | Added |
| Nisa Investment Advisors, LLC | 12,183 | $310.5K | 0.00% | +638+5.5% | Added |
| SummitTX Capital, L.P. | 12,468 | $312.9K | 0.01% | −446−3.5% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 12,726 | $319.4K | 0.00% | +1,210+10.5% | Added |
| CWM, LLC | 12,763 | $320.0K | 0.00% | +10,883+578.9% | Added |
| XTX Topco Ltd | 13,199 | $331.3K | 0.01% | +13,199 | New |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 13,213 | $331.6K | 0.00% | +990+8.1% | Added |
| Stoneridge Investment Partners LLC | 13,408 | $337.0K | 0.25% | +13,408 | New |
| Alps Advisors Inc | 13,657 | $342.8K | 0.00% | −516−3.6% | Reduced |
| Rafferty Asset Management, LLC | 13,668 | $343.1K | 0.00% | +999+7.9% | Added |
| Quantinno Capital Management LP | 13,777 | $345.8K | 0.00% | +13,777 | New |
| Advisor Group Holdings, Inc. | 14,011 | $351.7K | 0.00% | +8,922+175.3% | Added |
| New York State Common Retirement Fund | 14,751 | $370.3K | 0.00% | −6,323−30.0% | Reduced |
| Amalgamated Bank | 14,766 | $371.0K | 0.00% | +395+2.7% | Added |
| Maryland State Retirement & Pension System | 14,929 | $374.7K | 0.01% | 00.0% | Unchanged |
| Arizona State Retirement System | 15,075 | $378.4K | 0.00% | +1,738+13.0% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 15,612 | $391.9K | 0.00% | 00.0% | Unchanged |
| State Board of Administration of Florida Retirement System | 15,737 | $395.0K | 0.00% | 00.0% | Unchanged |
| CWM Advisors, LLC | 15,861 | $398.1K | 0.04% | +1,523+10.6% | Added |
| EntryPoint Capital, LLC | 15,867 | $398.3K | 0.20% | +3,692+30.3% | Added |
| Diversified Trust Co | 15,923 | $399.7K | 0.01% | +1,543+10.7% | Added |
| O'Shaughnessy Asset Management, LLC | 16,343 | $410.2K | 0.00% | −8,939−35.4% | Reduced |
| Teachers Retirement System of the State of Kentucky | 17,222 | $433.0K | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 17,515 | $439.6K | 0.00% | +975+5.9% | Added |
| Norges Bank | 17,526 | $439.9K | 0.00% | −60,374−77.5% | Reduced |
| Krane Funds Advisors LLC | 18,049 | $453.0K | 0.02% | +18,049 | New |
| Hancock Whitney Corp | 18,652 | $468.2K | 0.01% | +6,744+56.6% | Added |
| SG Americas Securities, LLC | 18,810 | $472.0K | 0.00% | −27,986−59.8% | Reduced |
| Aigen Investment Management, LP | 18,911 | $474.7K | 0.07% | −305−1.6% | Reduced |
| Yousif Capital Management, LLC | 19,093 | $479.2K | 0.01% | +777+4.2% | Added |
| Horizon Investments, LLC | 19,204 | $482.0K | 0.01% | +19,204 | New |
| Man Group plc | 19,331 | $485.2K | 0.00% | −14,890−43.5% | Reduced |
| STRS Ohio | 20,000 | $502.0K | 0.00% | −6,100−23.4% | Reduced |
| Royal Bank of Canada | 20,009 | $502.0K | 0.00% | +15,747+369.5% | Added |
| Vident Advisory, LLC | 20,455 | $513.4K | 0.01% | +20,455 | New |
| Verition Fund Management LLC | 21,846 | $548.3K | 0.00% | −148,267−87.2% | Reduced |
| Aquatic Capital Management LLC | 22,114 | $555.1K | 0.01% | +15,981+260.6% | Added |
| Fox Run Management, L.L.C. | 22,133 | $555.5K | 0.09% | −11,176−33.6% | Reduced |
| Janus Henderson Group PLC | 23,555 | $591.3K | 0.00% | 00.0% | Unchanged |
| Jacobs Levy Equity Management, Inc | 23,596 | $592.3K | 0.00% | −30,705−56.5% | Reduced |
| Illinois Municipal Retirement Fund | 23,972 | $601.7K | 0.01% | −1,957−7.5% | Reduced |
| Louisiana State Employees Retirement System | 24,000 | $602.4K | 0.01% | −100−0.4% | Reduced |
| Campbell & CO Investment Adviser LLC | 24,478 | $614.4K | 0.04% | +24,478 | New |
| Creative Planning | 24,942 | $626.0K | 0.00% | +13,450+117.0% | Added |
| Manufacturers Life Insurance Company, The | 25,705 | $645.2K | 0.00% | +482+1.9% | Added |
| Bradley Foster & Sargent Inc | 26,016 | $653.0K | 0.01% | +26,016 | New |
| Martingale Asset Management L P | 28,570 | $717.1K | 0.02% | −4,200−12.8% | Reduced |
| CoreCap Advisors, LLC | 28,677 | $719.8K | 0.03% | +2,792+10.8% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 28,783 | $722.5K | 0.00% | −3,108−9.7% | Reduced |
| State of Alaska, Department of Revenue | 30,657 | $769.0K | 0.01% | +2,356+8.3% | Added |
| Headlands Technologies LLC | 31,360 | $787.1K | 0.09% | +2,915+10.2% | Added |
| MetLife Investment Management | 32,290 | $810.5K | 0.00% | 00.0% | Unchanged |
| Mork Capital Management, LLC | 34,200 | $858.4K | 0.63% | 00.0% | Unchanged |
| Voya Investment Management LLC | 36,170 | $907.9K | 0.00% | −261−0.7% | Reduced |
| Franklin Resources Inc | 37,404 | $938.8K | 0.00% | +1,938+5.5% | Added |
| Wells Fargo & Company | 37,664 | $945.4K | 0.00% | +8,977+31.3% | Added |
| Thrivent Financial for Lutherans | 37,843 | $950.0K | 0.00% | +326+0.9% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 38,161 | $961.0K | 0.01% | −6,477−14.5% | Reduced |
| Los Angeles Capital Management LLC | 38,386 | $963.5K | 0.00% | +38,386 | New |
| Canaan Partners XI LLC | 38,824 | $974.5K | 0.57% | 00.0% | Unchanged |
| Nebula Research & Development LLC | 39,992 | $1.00M | 0.09% | +15,983+66.6% | Added |
| SEI Investments Co | 41,124 | $1.03M | 0.00% | +21,121+105.6% | Added |
| State of Tennessee, Treasury Department | 41,258 | $1.04M | 0.00% | −5,701−12.1% | Reduced |
| Toroso Investments, LLC | 41,769 | $1.05M | 0.01% | +14,616+53.8% | Added |
| Y-Intercept (Hong Kong) Ltd | 42,107 | $1.06M | 0.03% | +42,107 | New |
| Summit Global Investments | 42,138 | $1.06M | 0.06% | +42,138 | New |
| LPL Financial LLC | 42,795 | $1.07M | 0.00% | +16,510+62.8% | Added |
| Brevan Howard Capital Management LP | 42,925 | $1.08M | 0.01% | +29,389+217.1% | Added |
| California State Teachers Retirement System | 43,340 | $1.09M | 0.00% | −644−1.5% | Reduced |
| Caxton Associates LLP | 44,217 | $1.11M | 0.03% | +44,217 | New |
| Citigroup Inc | 51,432 | $1.29M | 0.00% | −29,691−36.6% | Reduced |
| Great West Life Assurance Co | 51,444 | $1.29M | 0.00% | +2,737+5.6% | Added |
| Price T Rowe Associates Inc | 55,950 | $1.41M | 0.00% | +7,499+15.5% | Added |
| Graham Capital Management, L.P. | 56,932 | $1.43M | 0.04% | −7,214−11.2% | Reduced |
| Squarepoint Ops LLC | 58,279 | $1.46M | 0.00% | +58,279 | New |
| Schonfeld Strategic Advisors LLC | 60,125 | $1.51M | 0.01% | +23,658+64.9% | Added |
| Arrowstreet Capital, Limited Partnership | 63,402 | $1.59M | 0.00% | −59,350−48.3% | Reduced |
| Prudential Financial Inc | 53,250 | $1.67M | 0.00% | +2,948+5.9% | Added |
| Teacher Retirement System of Texas | 67,336 | $1.69M | 0.01% | +52,944+367.9% | Added |
| Susquehanna International Group, LLP | 68,284 | $1.71M | 0.00% | −12,142−15.1% | Reduced |
| Alliancebernstein L.P. | 71,528 | $1.80M | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 74,388 | $1.87M | 0.00% | −200,433−72.9% | Reduced |
| Clark Estates Inc | 77,000 | $1.93M | 0.43% | 00.0% | Unchanged |
| Algert Global LLC | 79,920 | $2.01M | 0.04% | −74,038−48.1% | Reduced |
| New York State Teachers Retirement System | 81,377 | $2.04M | 0.00% | +207+0.3% | Added |
| Allianz Asset Management GmbH | 84,556 | $2.12M | 0.00% | +621+0.7% | Added |
| Interval Partners, LP | 85,724 | $2.15M | 0.05% | +25,869+43.2% | Added |
| Segall Bryant & Hamill, LLC | 87,312 | $2.19M | 0.03% | −8,215−8.6% | Reduced |
| Virginia Retirement Systems Et Al | 87,400 | $2.19M | 0.02% | +38,200+77.6% | Added |
| Amundi | 86,408 | $2.27M | 0.00% | −18,098−17.3% | Reduced |
| Federated Hermes, Inc. | 91,234 | $2.29M | 0.00% | −210,857−69.8% | Reduced |
| Kendall Capital Management | 93,930 | $2.36M | 0.62% | +1,935+2.1% | Added |