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 |
|---|---|---|---|---|---|
| CoreCap Advisors, LLC | 28,677 | $719.8K | 0.03% | +2,792+10.8% | Added |
| Martingale Asset Management L P | 28,570 | $717.1K | 0.02% | −4,200−12.8% | Reduced |
| Bradley Foster & Sargent Inc | 26,016 | $653.0K | 0.01% | +26,016 | New |
| Manufacturers Life Insurance Company, The | 25,705 | $645.2K | 0.00% | +482+1.9% | Added |
| Creative Planning | 24,942 | $626.0K | 0.00% | +13,450+117.0% | Added |
| Campbell & CO Investment Adviser LLC | 24,478 | $614.4K | 0.04% | +24,478 | New |
| Louisiana State Employees Retirement System | 24,000 | $602.4K | 0.01% | −100−0.4% | Reduced |
| Illinois Municipal Retirement Fund | 23,972 | $601.7K | 0.01% | −1,957−7.5% | Reduced |
| Jacobs Levy Equity Management, Inc | 23,596 | $592.3K | 0.00% | −30,705−56.5% | Reduced |
| Janus Henderson Group PLC | 23,555 | $591.3K | 0.00% | 00.0% | Unchanged |
| Fox Run Management, L.L.C. | 22,133 | $555.5K | 0.09% | −11,176−33.6% | Reduced |
| Aquatic Capital Management LLC | 22,114 | $555.1K | 0.01% | +15,981+260.6% | Added |
| Verition Fund Management LLC | 21,846 | $548.3K | 0.00% | −148,267−87.2% | Reduced |
| Vident Advisory, LLC | 20,455 | $513.4K | 0.01% | +20,455 | New |
| 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 |
| Man Group plc | 19,331 | $485.2K | 0.00% | −14,890−43.5% | Reduced |
| Horizon Investments, LLC | 19,204 | $482.0K | 0.01% | +19,204 | New |
| Yousif Capital Management, LLC | 19,093 | $479.2K | 0.01% | +777+4.2% | Added |
| Aigen Investment Management, LP | 18,911 | $474.7K | 0.07% | −305−1.6% | Reduced |
| SG Americas Securities, LLC | 18,810 | $472.0K | 0.00% | −27,986−59.8% | Reduced |
| Hancock Whitney Corp | 18,652 | $468.2K | 0.01% | +6,744+56.6% | Added |
| Krane Funds Advisors LLC | 18,049 | $453.0K | 0.02% | +18,049 | New |
| Norges Bank | 17,526 | $439.9K | 0.00% | −60,374−77.5% | Reduced |
| Comerica Bank | 17,515 | $439.6K | 0.00% | +975+5.9% | Added |
| Teachers Retirement System of the State of Kentucky | 17,222 | $433.0K | 0.00% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 16,343 | $410.2K | 0.00% | −8,939−35.4% | Reduced |
| Diversified Trust Co | 15,923 | $399.7K | 0.01% | +1,543+10.7% | Added |
| EntryPoint Capital, LLC | 15,867 | $398.3K | 0.20% | +3,692+30.3% | Added |
| CWM Advisors, LLC | 15,861 | $398.1K | 0.04% | +1,523+10.6% | Added |
| State Board of Administration of Florida Retirement System | 15,737 | $395.0K | 0.00% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 15,612 | $391.9K | 0.00% | 00.0% | Unchanged |
| Arizona State Retirement System | 15,075 | $378.4K | 0.00% | +1,738+13.0% | Added |
| Maryland State Retirement & Pension System | 14,929 | $374.7K | 0.01% | 00.0% | Unchanged |
| Amalgamated Bank | 14,766 | $371.0K | 0.00% | +395+2.7% | Added |
| New York State Common Retirement Fund | 14,751 | $370.3K | 0.00% | −6,323−30.0% | Reduced |
| Advisor Group Holdings, Inc. | 14,011 | $351.7K | 0.00% | +8,922+175.3% | Added |
| Quantinno Capital Management LP | 13,777 | $345.8K | 0.00% | +13,777 | New |
| Rafferty Asset Management, LLC | 13,668 | $343.1K | 0.00% | +999+7.9% | Added |
| Alps Advisors Inc | 13,657 | $342.8K | 0.00% | −516−3.6% | Reduced |
| Stoneridge Investment Partners LLC | 13,408 | $337.0K | 0.25% | +13,408 | New |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 13,213 | $331.6K | 0.00% | +990+8.1% | Added |
| XTX Topco Ltd | 13,199 | $331.3K | 0.01% | +13,199 | New |
| CWM, LLC | 12,763 | $320.0K | 0.00% | +10,883+578.9% | Added |
| Police & Firemen's Retirement System of New Jersey | 12,726 | $319.4K | 0.00% | +1,210+10.5% | Added |
| SummitTX Capital, L.P. | 12,468 | $312.9K | 0.01% | −446−3.5% | Reduced |
| Nisa Investment Advisors, LLC | 12,183 | $310.5K | 0.00% | +638+5.5% | Added |
| Oregon Public Employees Retirement Fund | 11,816 | $296.6K | 0.01% | +100+0.9% | Added |
| Guggenheim Capital LLC | 11,727 | $294.3K | 0.00% | +11,727 | New |
| ProShare Advisors LLC | 11,704 | $293.8K | 0.00% | −882−7.0% | Reduced |
| Cerity Partners LLC | 11,604 | $291.3K | 0.00% | +11,604 | New |
| Capital Fund Management S.A. | 11,261 | $282.7K | 0.00% | +11,261 | New |
| Teza Capital Management LLC | 11,064 | $277.7K | 0.21% | −831−7.0% | Reduced |
| KLP Kapitalforvaltning AS | 10,700 | $272.1K | 0.00% | +2,100+24.4% | Added |
| WBI Investments | 10,479 | $263.0K | 0.07% | +1,515+16.9% | Added |
| Corton Capital Inc. | 10,057 | $252.4K | 0.29% | +10,057 | New |
| First Citizens Bank & Trust Co | 9,854 | $247.3K | 0.00% | +9,854 | New |
| Cetera Investment Advisers | 9,823 | $246.6K | 0.00% | −1,166−10.6% | Reduced |
| Prelude Capital Management, LLC | 9,814 | $246.3K | 0.02% | −8,835−47.4% | Reduced |
| HSBC Holdings PLC | 9,689 | $243.8K | 0.00% | −4,648−32.4% | Reduced |
| Keebeck Alpha, LP | 9,703 | $243.5K | 0.40% | +9,703 | New |
| Two Sigma Advisers, LP | 9,700 | $243.5K | 0.00% | −100−1.0% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 9,537 | $239.4K | 0.00% | +9,537 | New |
| Handelsbanken Fonder AB | 9,452 | $237.0K | 0.00% | 00.0% | Unchanged |
| Optimist Retirement Group LLC | 9,257 | $232.4K | 0.11% | 00.0% | Unchanged |
| Renaissance Technologies LLC | 9,000 | $225.9K | 0.00% | −55,600−86.1% | Reduced |
| Moody National Bank Trust Division | 8,775 | $220.3K | 0.02% | +8,775 | New |
| Wolverine Asset Management LLC | 8,652 | $217.2K | 0.00% | 00.0% | Unchanged |
| Prosperity Wealth Management, Inc. | 8,300 | $208.3K | 0.08% | +8,300 | New |
| State of Wyoming | 7,913 | $198.6K | 0.02% | +7,913 | New |
| Lazard Asset Management LLC | 6,927 | $173.0K | 0.00% | +472+7.3% | Added |
| Palouse Capital Management, Inc. | 6,866 | $172.3K | 0.11% | +243+3.7% | Added |
| Public Employees Retirement Association of Colorado | 6,390 | $160.0K | 0.00% | 00.0% | Unchanged |
| Shell Asset Management Co | 6,061 | $152.0K | 0.01% | −1,477−19.6% | Reduced |
| Virtus ETF Advisers LLC | 5,506 | $138.2K | 0.08% | +5,506 | New |
| Ameritas Investment Partners, Inc. | 5,479 | $137.5K | 0.00% | 00.0% | Unchanged |
| Quantbot Technologies LP | 5,092 | $127.8K | 0.00% | −51,252−91.0% | Reduced |
| Point72 Asia (Singapore) Pte. Ltd. | 5,050 | $126.8K | 0.02% | +4,488+798.6% | Added |
| Tower Research Capital LLC (TRC) | 4,891 | $122.8K | 0.00% | +1,574+47.5% | Added |
| Advisors Asset Management, Inc. | 4,625 | $116.1K | 0.00% | +713+18.2% | Added |
| Vestcor Inc | 4,619 | $116.0K | 0.00% | +3,640+371.8% | Added |
| Canada Pension Plan Investment Board | 3,800 | $95.4K | 0.00% | +3,800 | New |
| The PNC Financial Services Group, Inc. | 3,786 | $95.0K | 0.00% | +312+9.0% | Added |
| Harbour Investments, Inc. | 3,357 | $84.3K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 3,032 | $77.3K | 0.00% | −4,999−62.2% | Reduced |
| GAMMA Investing LLC | 2,617 | $65.7K | 0.00% | +2,108+414.1% | Added |
| Public Employees Retirement System of Ohio | 2,549 | $64.0K | 0.00% | +256+11.2% | Added |
| KBC Group NV | 2,454 | $62.0K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 1,580 | $39.7K | 0.01% | +635+67.2% | Added |
| Steward Partners Investment Advisory, LLC | 1,574 | $39.5K | 0.00% | −3,071−66.1% | Reduced |
| Picton Mahoney Asset Management | 1,566 | $39.0K | 0.00% | +1,566 | New |
| Covestor Ltd | 1,517 | $38.0K | 0.02% | −177−10.4% | Reduced |
| Clearstead Advisors, LLC | 1,381 | $34.7K | 0.00% | +181+15.1% | Added |
| Quest Partners LLC | 1,352 | $33.9K | 0.00% | −5,342−79.8% | Reduced |
| TD Private Client Wealth LLC | 1,311 | $32.9K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 1,292 | $32.4K | 0.00% | −492−27.6% | Reduced |
| Skopos Labs, Inc. | 1,226 | $30.8K | 0.00% | +727+145.7% | Added |
| Erste Asset Management GmbH | 1,200 | $30.6K | 0.00% | +1,200 | New |
| DekaBank Deutsche Girozentrale | 1,082 | $28.0K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 1,000 | $25.1K | 0.02% | 00.0% | Unchanged |