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, Q3 2025
Institutional positions in Upbound Group, Inc. as of Sep 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
- 262
- +9 vs. Q2 2025
- Shares held
- 53.7M
- +958.8K (+1.8%) vs. Q2 2025
- Total value
- $1.27B
- −$55.1M (−4.2%) vs. Q2 2025
- New holders
- 44
- 89 more added
- Sold out
- 35
- 97 more reduced
3 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2025
Shares, value and share of portfolio for each institution holding Upbound Group, Inc.; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 7,986,077 | $188.7M | 0.00% | −189,561−2.3% | Reduced |
| Vanguard Group Inc | 6,901,150 | $163.1M | 0.00% | +43,080+0.6% | Added |
| FMR LLC | 4,927,820 | $116.4M | 0.01% | +311,721+6.8% | Added |
| Ieq Capital, LLC | 4,123,127 | $97.4M | 0.30% | −411,987−9.1% | Reduced |
| LSV Asset Management | 2,532,951 | $59.9M | 0.13% | +491,536+24.1% | Added |
| State Street Corp | 2,164,378 | $52.0M | 0.00% | +78,814+3.8% | Added |
| Dimensional Fund Advisors LP | 2,140,754 | $50.6M | 0.01% | −29,309−1.4% | Reduced |
| Geode Capital Management, LLC | 1,296,119 | $30.6M | 0.00% | −45,228−3.4% | Reduced |
| Wellington Management Group LLP | 1,255,874 | $29.7M | 0.01% | +472,550+60.3% | Added |
| Charles Schwab Investment Management Inc | 1,144,294 | $27.0M | 0.00% | +53,653+4.9% | Added |
| Bragg Financial Advisors, Inc | 985,889 | $23.3M | 0.77% | +96,246+10.8% | Added |
| Huber Capital Management LLC | 965,270 | $22.8M | 3.61% | +390,331+67.9% | Added |
| Bank of New York Mellon Corp | 774,661 | $18.3M | 0.00% | −16,965−2.1% | Reduced |
| Morgan Stanley | 768,483 | $18.2M | 0.00% | −36,051−4.5% | Reduced |
| Nuveen, LLC | 698,712 | $16.5M | 0.00% | −233,096−25.0% | Reduced |
| Qube Research & Technologies Ltd | 662,760 | $15.7M | 0.02% | −121,237−15.5% | Reduced |
| Northern Trust Corp | 622,079 | $14.7M | 0.00% | −9,130−1.4% | Reduced |
| Kennedy Capital Management, Inc. | 592,301 | $14.0M | 0.31% | +5,376+0.9% | Added |
| Goldman Sachs Group Inc | 468,602 | $11.1M | 0.00% | −10,204−2.1% | Reduced |
| Citadel Advisors LLC | 440,665 | $10.4M | 0.01% | +277,767+170.5% | Added |
| Invesco Ltd. | 428,297 | $10.1M | 0.00% | +19,486+4.8% | Added |
| Bank of America Corp | 391,383 | $9.25M | 0.00% | +45,945+13.3% | Added |
| Fuller & Thaler Asset Management, Inc. | 384,052 | $9.08M | 0.03% | −521,666−57.6% | Reduced |
| Lido Advisors, LLC | 364,357 | $8.68M | 0.04% | +364,357 | New |
| Connor, Clark & Lunn Investment Management Ltd. | 362,579 | $8.57M | 0.03% | +37,025+11.4% | Added |
| American Century Companies Inc | 353,743 | $8.36M | 0.00% | +246,533+230.0% | Added |
| Victory Capital Management Inc | 339,145 | $8.01M | 0.01% | +9,491+2.9% | Added |
| Bridgeway Capital Management, LLC | 329,267 | $7.78M | 0.17% | +329,267 | New |
| Panagora Asset Management Inc | 316,471 | $7.48M | 0.03% | +2,617+0.8% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 282,320 | $6.67M | 0.01% | +37,911+15.5% | Added |
| AQR Capital Management LLC | 279,013 | $6.59M | 0.00% | +62,963+29.1% | Added |
| JPMorgan Chase & Co | 267,062 | $6.31M | 0.00% | +192,674+259.0% | Added |
| D. E. Shaw & Co., Inc. | 255,836 | $6.05M | 0.00% | −126,855−33.1% | Reduced |
| Principal Financial Group Inc | 251,714 | $5.95M | 0.00% | −3,589−1.4% | Reduced |
| Intech Investment Management LLC | 246,560 | $5.83M | 0.05% | +9,594+4.0% | Added |
| Balyasny Asset Management LLC | 232,479 | $5.49M | 0.01% | +232,479 | New |
| TrueMark Investments, LLC | 205,780 | $4.86M | 0.85% | +205,780 | New |
| CSM Advisors, LLC | 205,701 | $4.86M | 0.14% | +45,512+28.4% | Added |
| Public Sector Pension Investment Board | 203,259 | $4.80M | 0.02% | +27,797+15.8% | Added |
| Empowered Funds, LLC | 196,267 | $4.64M | 0.05% | +196,267 | New |
| BNP Paribas Arbitrage, SA | 188,078 | $4.44M | 0.00% | +44,321+30.8% | Added |
| Marshall Wace, LLP | 179,019 | $4.23M | 0.00% | −505,971−73.9% | Reduced |
| Russell Investments Group, Ltd. | 159,061 | $3.76M | 0.00% | +63,900+67.1% | Added |
| Raymond James Financial Inc | 157,297 | $3.72M | 0.00% | −308−0.2% | Reduced |
| Rhumbline Advisers | 155,116 | $3.67M | 0.00% | −1,345−0.9% | Reduced |
| Brandywine Global Investment Management, LLC | 149,476 | $3.53M | 0.02% | −5,621−3.6% | Reduced |
| Algert Global LLC | 149,380 | $3.53M | 0.06% | +69,460+86.9% | Added |
| Legal & General Group Plc | 140,055 | $3.31M | 0.00% | −1,923−1.4% | Reduced |
| Jane Street Group, LLC | 139,674 | $3.30M | 0.00% | +22,524+19.2% | Added |
| Voloridge Investment Management, LLC | 127,985 | $3.02M | 0.01% | +127,985 | New |
| Mitsubishi UFJ Trust & Banking Corp | 125,254 | $2.96M | 0.01% | −16,556−11.7% | Reduced |
| Bridgewater Associates, LP | 123,302 | $2.91M | 0.01% | +123,302 | New |
| UBS Group AG | 120,666 | $2.85M | 0.00% | +15,196+14.4% | Added |
| Engineers Gate Manager LP | 118,619 | $2.80M | 0.03% | +15,044+14.5% | Added |
| Kendall Capital Management | 114,485 | $2.71M | 0.61% | +20,555+21.9% | Added |
| Ameriprise Financial Inc | 112,197 | $2.65M | 0.00% | −7,349−6.1% | Reduced |
| Inspire Advisors, LLC | 110,620 | $2.61M | 0.25% | −5,274−4.6% | Reduced |
| UBS Asset Management Americas Inc | 109,815 | $2.59M | 0.00% | −84,003−43.3% | Reduced |
| Barclays PLC | 105,368 | $2.49M | 0.00% | −20,456−16.3% | Reduced |
| First Trust Advisors LP | 104,010 | $2.46M | 0.00% | −3,569−3.3% | Reduced |
| AXA Investment Managers S.A. | 101,395 | $2.40M | 0.01% | +101,395 | New |
| Swiss National Bank | 100,900 | $2.38M | 0.00% | +2,200+2.2% | Added |
| Squarepoint Ops LLC | 95,402 | $2.25M | 0.00% | +37,123+63.7% | Added |
| Cubist Systematic Strategies, LLC | 95,234 | $2.25M | 0.03% | −35,458−27.1% | Reduced |
| Millennium Management LLC | 88,301 | $2.09M | 0.00% | −318,804−78.3% | Reduced |
| Allianz Asset Management GmbH | 87,610 | $2.07M | 0.00% | +3,054+3.6% | Added |
| Segall Bryant & Hamill, LLC | 86,887 | $2.05M | 0.03% | −425−0.5% | Reduced |
| Virginia Retirement Systems Et Al | 86,600 | $2.05M | 0.01% | −800−0.9% | Reduced |
| New York State Teachers Retirement System | 86,328 | $2.04M | 0.00% | +4,951+6.1% | Added |
| Clark Estates Inc | 85,500 | $2.02M | 0.46% | +8,500+11.0% | Added |
| Beacon Financial Group | 75,876 | $1.79M | 0.18% | +75,876 | New |
| Alliancebernstein L.P. | 72,428 | $1.71M | 0.00% | +900+1.3% | Added |
| Teacher Retirement System of Texas | 70,907 | $1.68M | 0.01% | +3,571+5.3% | Added |
| Federated Hermes, Inc. | 70,477 | $1.67M | 0.00% | −20,757−22.8% | Reduced |
| Advisor Group Holdings, Inc. | 58,500 | $1.48M | 0.00% | +44,489+317.5% | Added |
| Caxton Associates LLP | 62,357 | $1.47M | 0.04% | +18,140+41.0% | Added |
| Verition Fund Management LLC | 61,184 | $1.45M | 0.01% | +39,338+180.1% | Added |
| Advisors Asset Management, Inc. | 58,884 | $1.39M | 0.02% | +54,259+1,173.2% | Added |
| Y-Intercept (Hong Kong) Ltd | 58,637 | $1.39M | 0.03% | +16,530+39.3% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 59,332 | $1.38M | 0.01% | +21,171+55.5% | Added |
| Price T Rowe Associates Inc | 57,699 | $1.36M | 0.00% | +1,749+3.1% | Added |
| Franklin Resources Inc | 56,913 | $1.34M | 0.00% | +19,509+52.2% | Added |
| Prudential Financial Inc | 56,070 | $1.32M | 0.00% | +2,820+5.3% | Added |
| Great West Life Assurance Co | 51,435 | $1.25M | 0.00% | −90.0% | Reduced |
| California State Teachers Retirement System | 48,527 | $1.15M | 0.00% | +5,187+12.0% | Added |
| New Century Financial Group, LLC | 46,951 | $1.11M | 1.97% | +46,951 | New |
| Wells Fargo & Company | 45,894 | $1.08M | 0.00% | +8,230+21.9% | Added |
| LPL Financial LLC | 45,668 | $1.08M | 0.00% | +2,873+6.7% | Added |
| Susquehanna International Group, LLP | 45,182 | $1.07M | 0.00% | −23,102−33.8% | Reduced |
| Los Angeles Capital Management LLC | 44,626 | $1.05M | 0.00% | +6,240+16.3% | Added |
| Toroso Investments, LLC | 43,649 | $1.03M | 0.00% | +1,880+4.5% | Added |
| Summit Global Investments | 41,261 | $975.0K | 0.06% | −877−2.1% | Reduced |
| State of Tennessee, Treasury Department | 41,258 | $974.9K | 0.00% | 00.0% | Unchanged |
| Deutsche Bank AG | 41,018 | $969.3K | 0.00% | −128,045−75.7% | Reduced |
| Thrivent Financial for Lutherans | 37,591 | $888.0K | 0.00% | −252−0.7% | Reduced |
| SEI Investments Co | 37,558 | $887.5K | 0.00% | −3,566−8.7% | Reduced |
| Mork Capital Management, LLC | 34,200 | $808.1K | 0.56% | 00.0% | Unchanged |
| Interval Partners, LP | 33,276 | $786.3K | 0.02% | −52,448−61.2% | Reduced |
| MetLife Investment Management | 32,290 | $763.0K | 0.00% | 00.0% | Unchanged |
| Voya Investment Management LLC | 29,563 | $698.6K | 0.00% | −6,607−18.3% | Reduced |