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 |
|---|---|---|---|---|---|
| ProShare Advisors LLC | 9,888 | $233.7K | 0.00% | −1,816−15.5% | Reduced |
| WBI Investments | 9,929 | $234.6K | 0.06% | −550−5.2% | Reduced |
| Graham Capital Management, L.P. | 10,386 | $245.4K | 0.01% | −46,546−81.8% | Reduced |
| Exchange Traded Concepts, LLC | 10,391 | $245.5K | 0.00% | +10,391 | New |
| Keebeck Alpha, LP | 10,543 | $249.1K | 0.35% | +840+8.7% | Added |
| Prelude Capital Management, LLC | 10,737 | $253.7K | 0.02% | +923+9.4% | Added |
| KLP Kapitalforvaltning AS | 10,700 | $256.4K | 0.00% | 00.0% | Unchanged |
| Cerity Partners LLC | 10,880 | $257.1K | 0.00% | −724−6.2% | Reduced |
| Optimist Retirement Group LLC | 10,910 | $257.8K | 0.12% | +1,653+17.9% | Added |
| CWM, LLC | 11,318 | $267.0K | 0.00% | −1,445−11.3% | Reduced |
| Oregon Public Employees Retirement Fund | 11,716 | $276.8K | 0.00% | −100−0.8% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 12,157 | $287.3K | 0.00% | +2,620+27.5% | Added |
| First Citizens Bank & Trust Co | 12,668 | $299.3K | 0.01% | +2,814+28.6% | Added |
| Virtu Financial LLC | 12,693 | $300.0K | 0.02% | +12,693 | New |
| Quantinno Capital Management LP | 12,924 | $305.4K | 0.00% | −853−6.2% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 13,270 | $313.6K | 0.00% | +57+0.4% | Added |
| Point72 (DIFC) Ltd | 13,274 | $313.7K | 0.02% | +13,274 | New |
| DRW Securities, LLC | 13,354 | $321.1K | 0.02% | +13,354 | New |
| Rafferty Asset Management, LLC | 13,626 | $322.0K | 0.00% | −42−0.3% | Reduced |
| XTX Topco Ltd | 13,631 | $322.1K | 0.02% | +432+3.3% | Added |
| Alps Advisors Inc | 13,657 | $322.7K | 0.00% | 00.0% | Unchanged |
| FourThought Financial Partners, LLC | 13,997 | $330.7K | 0.03% | +13,997 | New |
| O'Shaughnessy Asset Management, LLC | 13,998 | $330.8K | 0.00% | −2,345−14.3% | Reduced |
| Citigroup Inc | 14,228 | $336.2K | 0.00% | −37,204−72.3% | Reduced |
| Comerica Bank | 14,408 | $340.5K | 0.00% | −3,107−17.7% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 14,573 | $344.4K | 0.00% | +1,847+14.5% | Added |
| Teachers Retirement System of the State of Kentucky | 14,658 | $347.0K | 0.00% | −2,564−14.9% | Reduced |
| Amalgamated Bank | 15,275 | $361.0K | 0.00% | +509+3.4% | Added |
| Arizona State Retirement System | 15,381 | $363.5K | 0.00% | +306+2.0% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 15,612 | $368.9K | 0.00% | 00.0% | Unchanged |
| Arrowstreet Capital, Limited Partnership | 15,615 | $369.0K | 0.00% | −47,787−75.4% | Reduced |
| State Board of Administration of Florida Retirement System | 15,737 | $371.9K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 15,513 | $372.6K | 0.00% | +3,330+27.3% | Added |
| SG Americas Securities, LLC | 15,816 | $374.0K | 0.00% | −2,994−15.9% | Reduced |
| Yousif Capital Management, LLC | 15,986 | $377.7K | 0.00% | −3,107−16.3% | Reduced |
| Freestone Grove Partners LP | 16,514 | $390.2K | 0.00% | +16,514 | New |
| New York State Common Retirement Fund | 16,851 | $398.2K | 0.00% | +2,100+14.2% | Added |
| Brevan Howard Capital Management LP | 17,099 | $404.0K | 0.01% | −25,826−60.2% | Reduced |
| Walleye Capital LLC | 17,754 | $419.5K | 0.00% | +17,754 | New |
| Diversified Trust Co | 18,146 | $428.8K | 0.01% | +2,223+14.0% | Added |
| Krane Funds Advisors LLC | 19,835 | $432.0K | 0.01% | +1,786+9.9% | Added |
| Hancock Whitney Corp | 18,800 | $444.2K | 0.01% | +148+0.8% | Added |
| Guggenheim Capital LLC | 19,234 | $454.5K | 0.00% | +7,507+64.0% | Added |
| Headlands Technologies LLC | 19,454 | $459.7K | 0.04% | −11,906−38.0% | Reduced |
| Dynamic Technology Lab Private Ltd | 19,540 | $462.0K | 0.08% | +19,540 | New |
| CWM Advisors, LLC | 19,718 | $465.9K | 0.05% | +3,857+24.3% | Added |
| Campbell & CO Investment Adviser LLC | 19,734 | $466.3K | 0.04% | −4,744−19.4% | Reduced |
| Miller Value Partners, LLC | 20,000 | $472.6K | 0.17% | +20,000 | New |
| Truvestments Capital LLC | 20,183 | $476.9K | 0.09% | +20,183 | New |
| Fox Run Management, L.L.C. | 21,305 | $503.4K | 0.08% | −828−3.7% | Reduced |
| Creative Planning | 22,073 | $521.6K | 0.00% | −2,869−11.5% | Reduced |
| EntryPoint Capital, LLC | 22,952 | $542.4K | 0.21% | +7,085+44.7% | Added |
| Manufacturers Life Insurance Company, The | 23,148 | $547.0K | 0.00% | −2,557−9.9% | Reduced |
| Janus Henderson Group PLC | 23,555 | $556.5K | 0.00% | 00.0% | Unchanged |
| Louisiana State Employees Retirement System | 24,000 | $567.1K | 0.01% | 00.0% | Unchanged |
| Mirae Asset Global ETFs Holdings Ltd. | 24,402 | $576.6K | 0.00% | −4,381−15.2% | Reduced |
| Vident Advisory, LLC | 24,855 | $587.3K | 0.01% | +4,400+21.5% | Added |
| Schonfeld Strategic Advisors LLC | 26,242 | $620.1K | 0.00% | −33,883−56.4% | Reduced |
| Illinois Municipal Retirement Fund | 27,198 | $642.7K | 0.01% | +3,226+13.5% | Added |
| CoreCap Advisors, LLC | 28,054 | $662.9K | 0.02% | −623−2.2% | Reduced |
| ExodusPoint Capital Management, LP | 28,168 | $665.6K | 0.01% | +28,168 | New |
| State of Alaska, Department of Revenue | 29,394 | $694.0K | 0.01% | −1,263−4.1% | Reduced |
| Voya Investment Management LLC | 29,563 | $698.6K | 0.00% | −6,607−18.3% | Reduced |
| MetLife Investment Management | 32,290 | $763.0K | 0.00% | 00.0% | Unchanged |
| Interval Partners, LP | 33,276 | $786.3K | 0.02% | −52,448−61.2% | Reduced |
| Mork Capital Management, LLC | 34,200 | $808.1K | 0.56% | 00.0% | Unchanged |
| SEI Investments Co | 37,558 | $887.5K | 0.00% | −3,566−8.7% | Reduced |
| Thrivent Financial for Lutherans | 37,591 | $888.0K | 0.00% | −252−0.7% | Reduced |
| Deutsche Bank AG | 41,018 | $969.3K | 0.00% | −128,045−75.7% | Reduced |
| State of Tennessee, Treasury Department | 41,258 | $974.9K | 0.00% | 00.0% | Unchanged |
| Summit Global Investments | 41,261 | $975.0K | 0.06% | −877−2.1% | Reduced |
| Toroso Investments, LLC | 43,649 | $1.03M | 0.00% | +1,880+4.5% | Added |
| Los Angeles Capital Management LLC | 44,626 | $1.05M | 0.00% | +6,240+16.3% | Added |
| Susquehanna International Group, LLP | 45,182 | $1.07M | 0.00% | −23,102−33.8% | Reduced |
| LPL Financial LLC | 45,668 | $1.08M | 0.00% | +2,873+6.7% | Added |
| Wells Fargo & Company | 45,894 | $1.08M | 0.00% | +8,230+21.9% | Added |
| New Century Financial Group, LLC | 46,951 | $1.11M | 1.97% | +46,951 | New |
| California State Teachers Retirement System | 48,527 | $1.15M | 0.00% | +5,187+12.0% | Added |
| Great West Life Assurance Co | 51,435 | $1.25M | 0.00% | −90.0% | Reduced |
| Prudential Financial Inc | 56,070 | $1.32M | 0.00% | +2,820+5.3% | Added |
| Franklin Resources Inc | 56,913 | $1.34M | 0.00% | +19,509+52.2% | Added |
| Price T Rowe Associates Inc | 57,699 | $1.36M | 0.00% | +1,749+3.1% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 59,332 | $1.38M | 0.01% | +21,171+55.5% | Added |
| Y-Intercept (Hong Kong) Ltd | 58,637 | $1.39M | 0.03% | +16,530+39.3% | Added |
| Advisors Asset Management, Inc. | 58,884 | $1.39M | 0.02% | +54,259+1,173.2% | Added |
| Verition Fund Management LLC | 61,184 | $1.45M | 0.01% | +39,338+180.1% | Added |
| Caxton Associates LLP | 62,357 | $1.47M | 0.04% | +18,140+41.0% | Added |
| Advisor Group Holdings, Inc. | 58,500 | $1.48M | 0.00% | +44,489+317.5% | Added |
| Federated Hermes, Inc. | 70,477 | $1.67M | 0.00% | −20,757−22.8% | Reduced |
| Teacher Retirement System of Texas | 70,907 | $1.68M | 0.01% | +3,571+5.3% | Added |
| Alliancebernstein L.P. | 72,428 | $1.71M | 0.00% | +900+1.3% | Added |
| Beacon Financial Group | 75,876 | $1.79M | 0.18% | +75,876 | New |
| Clark Estates Inc | 85,500 | $2.02M | 0.46% | +8,500+11.0% | Added |
| New York State Teachers Retirement System | 86,328 | $2.04M | 0.00% | +4,951+6.1% | Added |
| Virginia Retirement Systems Et Al | 86,600 | $2.05M | 0.01% | −800−0.9% | Reduced |
| Segall Bryant & Hamill, LLC | 86,887 | $2.05M | 0.03% | −425−0.5% | Reduced |
| Allianz Asset Management GmbH | 87,610 | $2.07M | 0.00% | +3,054+3.6% | Added |
| Millennium Management LLC | 88,301 | $2.09M | 0.00% | −318,804−78.3% | Reduced |
| Cubist Systematic Strategies, LLC | 95,234 | $2.25M | 0.03% | −35,458−27.1% | Reduced |
| Squarepoint Ops LLC | 95,402 | $2.25M | 0.00% | +37,123+63.7% | Added |