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 |
|---|---|---|---|---|---|
| Russell Investments Group, Ltd. | 95,161 | $2.39M | 0.00% | +79+0.1% | Added |
| Swiss National Bank | 98,700 | $2.48M | 0.00% | +8,600+9.5% | Added |
| Engineers Gate Manager LP | 103,575 | $2.60M | 0.03% | +73,604+245.6% | Added |
| UBS Group AG | 105,470 | $2.65M | 0.00% | −3,488−3.2% | Reduced |
| American Century Companies Inc | 107,210 | $2.69M | 0.00% | +17,420+19.4% | Added |
| First Trust Advisors LP | 107,579 | $2.70M | 0.00% | +28,476+36.0% | Added |
| Inspire Advisors, LLC | 115,894 | $2.91M | 0.30% | +115,894 | New |
| Jane Street Group, LLC | 117,150 | $2.94M | 0.00% | +30,700+35.5% | Added |
| Ameriprise Financial Inc | 119,546 | $3.00M | 0.00% | +5,841+5.1% | Added |
| Barclays PLC | 125,824 | $3.16M | 0.00% | +4,140+3.4% | Added |
| Cubist Systematic Strategies, LLC | 130,692 | $3.28M | 0.04% | +121,279+1,288.4% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 141,810 | $3.56M | 0.01% | +21,176+17.6% | Added |
| Legal & General Group Plc | 141,978 | $3.56M | 0.00% | +3,613+2.6% | Added |
| BNP Paribas Arbitrage, SA | 143,757 | $3.61M | 0.00% | +24,945+21.0% | Added |
| Brandywine Global Investment Management, LLC | 155,097 | $3.89M | 0.03% | −6,000−3.7% | Reduced |
| Rhumbline Advisers | 156,461 | $3.93M | 0.00% | +7,540+5.1% | Added |
| Raymond James Financial Inc | 157,605 | $3.96M | 0.00% | +3,967+2.6% | Added |
| CSM Advisors, LLC | 160,189 | $4.02M | 0.12% | +160,189 | New |
| Citadel Advisors LLC | 162,898 | $4.09M | 0.00% | +35,578+27.9% | Added |
| AXA S.A. | 165,161 | $4.15M | 0.01% | 00.0% | Unchanged |
| Deutsche Bank AG | 169,063 | $4.24M | 0.00% | +124,891+282.7% | Added |
| Public Sector Pension Investment Board | 175,462 | $4.40M | 0.02% | +13,455+8.3% | Added |
| UBS Asset Management Americas Inc | 193,818 | $4.86M | 0.00% | +55,229+39.9% | Added |
| AQR Capital Management LLC | 216,050 | $5.42M | 0.00% | +167,774+347.5% | Added |
| Intech Investment Management LLC | 236,966 | $5.95M | 0.06% | +14,721+6.6% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 244,409 | $6.13M | 0.01% | +494+0.2% | Added |
| Principal Financial Group Inc | 255,303 | $6.41M | 0.00% | +590.0% | Added |
| Panagora Asset Management Inc | 313,854 | $7.88M | 0.04% | +15,851+5.3% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 325,554 | $8.17M | 0.03% | +213,030+189.3% | Added |
| Victory Capital Management Inc | 329,654 | $8.27M | 0.01% | +49,917+17.8% | Added |
| Bank of America Corp | 345,438 | $8.67M | 0.00% | +139,214+67.5% | Added |
| D. E. Shaw & Co., Inc. | 382,691 | $9.61M | 0.01% | −122,552−24.3% | Reduced |
| Millennium Management LLC | 407,105 | $10.2M | 0.01% | +270,441+197.9% | Added |
| Invesco Ltd. | 408,811 | $10.3M | 0.00% | −45,313−10.0% | Reduced |
| Goldman Sachs Group Inc | 478,806 | $12.0M | 0.00% | −54,003−10.1% | Reduced |
| Huber Capital Management LLC | 574,939 | $14.4M | 2.46% | −374,116−39.4% | Reduced |
| Kennedy Capital Management, Inc. | 586,925 | $14.7M | 0.35% | −331,602−36.1% | Reduced |
| Northern Trust Corp | 631,209 | $15.8M | 0.00% | −16,403−2.5% | Reduced |
| Marshall Wace, LLP | 684,990 | $17.2M | 0.02% | +30,398+4.6% | Added |
| Azora Capital LP | 755,429 | $19.0M | 0.86% | +755,429 | New |
| Wellington Management Group LLP | 783,324 | $19.7M | 0.00% | +227,029+40.8% | Added |
| Qube Research & Technologies Ltd | 783,997 | $19.7M | 0.03% | +168,113+27.3% | Added |
| Bank of New York Mellon Corp | 791,626 | $19.9M | 0.00% | +10,610+1.4% | Added |
| Morgan Stanley | 804,534 | $20.2M | 0.00% | +270,916+50.8% | Added |
| Bragg Financial Advisors, Inc | 889,643 | $22.3M | 0.80% | +165,412+22.8% | Added |
| Fuller & Thaler Asset Management, Inc. | 905,718 | $22.7M | 0.08% | +103,237+12.9% | Added |
| Nuveen, LLC | 931,808 | $23.4M | 0.01% | +513,478+122.7% | Added |
| Charles Schwab Investment Management Inc | 1,090,641 | $27.4M | 0.00% | +39,005+3.7% | Added |
| Geode Capital Management, LLC | 1,341,347 | $33.7M | 0.00% | +27,185+2.1% | Added |
| LSV Asset Management | 2,041,415 | $51.2M | 0.12% | +352,264+20.9% | Added |
| State Street Corp | 2,085,564 | $53.2M | 0.00% | −79,522−3.7% | Reduced |
| Dimensional Fund Advisors LP | 2,170,063 | $54.5M | 0.01% | −40,947−1.9% | Reduced |
| Ieq Capital, LLC | 4,535,114 | $113.8M | 0.70% | +3,801,043+517.8% | Added |
| FMR LLC | 4,616,099 | $115.9M | 0.01% | −52,289−1.1% | Reduced |
| Vanguard Group Inc | 6,858,070 | $172.1M | 0.00% | −167,751−2.4% | Reduced |
| BlackRock, Inc. | 8,175,638 | $205.2M | 0.00% | −805,140−9.0% | Reduced |
| Lightspeed Management Company, L.L.C. | 0 | $0 | 0.00% | −384,160−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −171,218−100.0% | Sold out |
| Landscape Capital Management, L.L.C. | 0 | $0 | 0.00% | −93,320−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −79,685−100.0% | Sold out |
| Natixis Advisors, L.P. | 0 | $0 | 0.00% | −64,686−100.0% | Sold out |
| Cresset Asset Management, LLC | 0 | $0 | 0.00% | −43,726−100.0% | Sold out |
| Alberta Investment Management Corp | 0 | $0 | 0.00% | −33,600−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −29,707−100.0% | Sold out |
| Corebridge Financial, Inc. | 0 | $0 | 0.00% | −27,936−100.0% | Sold out |
| Semanteon Capital Management, LP | 0 | $0 | 0.00% | −25,850−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −23,170−100.0% | Sold out |
| Petrus Trust Company, LTA | 0 | $0 | 0.00% | −19,454−100.0% | Sold out |
| Kingsview Wealth Management, LLC | 0 | $0 | 0.00% | −15,271−100.0% | Sold out |
| Elo Mutual Pension Insurance Co | 0 | $0 | 0.00% | −11,934−100.0% | Sold out |
| CIBC World Markets Corp | 0 | $0 | 0.00% | −11,906−100.0% | Sold out |
| Exchange Traded Concepts, LLC | 0 | $0 | 0.00% | −10,109−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −9,819−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −9,639−100.0% | Sold out |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −8,933−100.0% | Sold out |
| First National Bank of Omaha | 0 | $0 | 0.00% | −8,626−100.0% | Sold out |
| Blueshift Asset Management, LLC | 0 | $0 | 0.00% | −8,501−100.0% | Sold out |
| MQS Management LLC | 0 | $0 | 0.00% | −8,426−100.0% | Sold out |
| First National Advisers, LLC | 0 | $0 | 0.00% | −8,395−100.0% | Sold out |
| Quadrant Capital Group LLC | 0 | $0 | 0.00% | −6,769−100.0% | Sold out |
| Hexagon Capital Partners LLC | 0 | $0 | 0.00% | −727−100.0% | Sold out |
| Point72 (DIFC) Ltd | 0 | $0 | 0.00% | −511−100.0% | Sold out |
| Coldstream Capital Management Inc | 0 | $0 | 0.00% | −204−100.0% | Sold out |
| Boston Private Wealth LLC | 0 | $0 | 0.00% | −123−100.0% | Sold out |
| Stephens Consulting, LLC | 0 | $0 | 0.00% | −30−100.0% | Sold out |
| Global Financial Private Client, LLC | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| WealthTrak Capital Management LLC | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| Napatree Capital LLC | – | – | – | – | Not filed |
| Lindbrook Capital, LLC | – | – | – | – | Not filed |