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 |
|---|---|---|---|---|---|
| Swiss National Bank | 100,900 | $2.38M | 0.00% | +2,200+2.2% | Added |
| AXA Investment Managers S.A. | 101,395 | $2.40M | 0.01% | +101,395 | New |
| First Trust Advisors LP | 104,010 | $2.46M | 0.00% | −3,569−3.3% | Reduced |
| Barclays PLC | 105,368 | $2.49M | 0.00% | −20,456−16.3% | Reduced |
| UBS Asset Management Americas Inc | 109,815 | $2.59M | 0.00% | −84,003−43.3% | Reduced |
| Inspire Advisors, LLC | 110,620 | $2.61M | 0.25% | −5,274−4.6% | Reduced |
| Ameriprise Financial Inc | 112,197 | $2.65M | 0.00% | −7,349−6.1% | Reduced |
| Kendall Capital Management | 114,485 | $2.71M | 0.61% | +20,555+21.9% | Added |
| Engineers Gate Manager LP | 118,619 | $2.80M | 0.03% | +15,044+14.5% | Added |
| UBS Group AG | 120,666 | $2.85M | 0.00% | +15,196+14.4% | Added |
| Bridgewater Associates, LP | 123,302 | $2.91M | 0.01% | +123,302 | New |
| Mitsubishi UFJ Trust & Banking Corp | 125,254 | $2.96M | 0.01% | −16,556−11.7% | Reduced |
| Voloridge Investment Management, LLC | 127,985 | $3.02M | 0.01% | +127,985 | New |
| Jane Street Group, LLC | 139,674 | $3.30M | 0.00% | +22,524+19.2% | Added |
| Legal & General Group Plc | 140,055 | $3.31M | 0.00% | −1,923−1.4% | Reduced |
| Algert Global LLC | 149,380 | $3.53M | 0.06% | +69,460+86.9% | Added |
| Brandywine Global Investment Management, LLC | 149,476 | $3.53M | 0.02% | −5,621−3.6% | Reduced |
| Rhumbline Advisers | 155,116 | $3.67M | 0.00% | −1,345−0.9% | Reduced |
| Raymond James Financial Inc | 157,297 | $3.72M | 0.00% | −308−0.2% | Reduced |
| Russell Investments Group, Ltd. | 159,061 | $3.76M | 0.00% | +63,900+67.1% | Added |
| Marshall Wace, LLP | 179,019 | $4.23M | 0.00% | −505,971−73.9% | Reduced |
| BNP Paribas Arbitrage, SA | 188,078 | $4.44M | 0.00% | +44,321+30.8% | Added |
| Empowered Funds, LLC | 196,267 | $4.64M | 0.05% | +196,267 | New |
| Public Sector Pension Investment Board | 203,259 | $4.80M | 0.02% | +27,797+15.8% | Added |
| CSM Advisors, LLC | 205,701 | $4.86M | 0.14% | +45,512+28.4% | Added |
| TrueMark Investments, LLC | 205,780 | $4.86M | 0.85% | +205,780 | New |
| Balyasny Asset Management LLC | 232,479 | $5.49M | 0.01% | +232,479 | New |
| Intech Investment Management LLC | 246,560 | $5.83M | 0.05% | +9,594+4.0% | Added |
| Principal Financial Group Inc | 251,714 | $5.95M | 0.00% | −3,589−1.4% | Reduced |
| D. E. Shaw & Co., Inc. | 255,836 | $6.05M | 0.00% | −126,855−33.1% | Reduced |
| JPMorgan Chase & Co | 267,062 | $6.31M | 0.00% | +192,674+259.0% | Added |
| AQR Capital Management LLC | 279,013 | $6.59M | 0.00% | +62,963+29.1% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 282,320 | $6.67M | 0.01% | +37,911+15.5% | Added |
| Panagora Asset Management Inc | 316,471 | $7.48M | 0.03% | +2,617+0.8% | Added |
| Bridgeway Capital Management, LLC | 329,267 | $7.78M | 0.17% | +329,267 | New |
| Victory Capital Management Inc | 339,145 | $8.01M | 0.01% | +9,491+2.9% | Added |
| American Century Companies Inc | 353,743 | $8.36M | 0.00% | +246,533+230.0% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 362,579 | $8.57M | 0.03% | +37,025+11.4% | Added |
| Lido Advisors, LLC | 364,357 | $8.68M | 0.04% | +364,357 | New |
| Fuller & Thaler Asset Management, Inc. | 384,052 | $9.08M | 0.03% | −521,666−57.6% | Reduced |
| Bank of America Corp | 391,383 | $9.25M | 0.00% | +45,945+13.3% | Added |
| Invesco Ltd. | 428,297 | $10.1M | 0.00% | +19,486+4.8% | Added |
| Citadel Advisors LLC | 440,665 | $10.4M | 0.01% | +277,767+170.5% | Added |
| Goldman Sachs Group Inc | 468,602 | $11.1M | 0.00% | −10,204−2.1% | Reduced |
| Kennedy Capital Management, Inc. | 592,301 | $14.0M | 0.31% | +5,376+0.9% | Added |
| Northern Trust Corp | 622,079 | $14.7M | 0.00% | −9,130−1.4% | Reduced |
| Qube Research & Technologies Ltd | 662,760 | $15.7M | 0.02% | −121,237−15.5% | Reduced |
| Nuveen, LLC | 698,712 | $16.5M | 0.00% | −233,096−25.0% | Reduced |
| Morgan Stanley | 768,483 | $18.2M | 0.00% | −36,051−4.5% | Reduced |
| Bank of New York Mellon Corp | 774,661 | $18.3M | 0.00% | −16,965−2.1% | Reduced |
| Huber Capital Management LLC | 965,270 | $22.8M | 3.61% | +390,331+67.9% | Added |
| Bragg Financial Advisors, Inc | 985,889 | $23.3M | 0.77% | +96,246+10.8% | Added |
| Charles Schwab Investment Management Inc | 1,144,294 | $27.0M | 0.00% | +53,653+4.9% | Added |
| Wellington Management Group LLP | 1,255,874 | $29.7M | 0.01% | +472,550+60.3% | Added |
| Geode Capital Management, LLC | 1,296,119 | $30.6M | 0.00% | −45,228−3.4% | Reduced |
| Dimensional Fund Advisors LP | 2,140,754 | $50.6M | 0.01% | −29,309−1.4% | Reduced |
| State Street Corp | 2,164,378 | $52.0M | 0.00% | +78,814+3.8% | Added |
| LSV Asset Management | 2,532,951 | $59.9M | 0.13% | +491,536+24.1% | Added |
| Ieq Capital, LLC | 4,123,127 | $97.4M | 0.30% | −411,987−9.1% | Reduced |
| FMR LLC | 4,927,820 | $116.4M | 0.01% | +311,721+6.8% | Added |
| Vanguard Group Inc | 6,901,150 | $163.1M | 0.00% | +43,080+0.6% | Added |
| BlackRock, Inc. | 7,986,077 | $188.7M | 0.00% | −189,561−2.3% | Reduced |
| Erste Asset Management GmbH | 0 | $0 | 0.00% | −1,200−100.0% | Sold out |
| Azora Capital LP | 0 | $0 | 0.00% | −755,429−100.0% | Sold out |
| AXA S.A. | 0 | $0 | 0.00% | −165,161−100.0% | Sold out |
| Amundi | 0 | $0 | 0.00% | −86,408−100.0% | Sold out |
| Nebula Research & Development LLC | 0 | $0 | 0.00% | −39,992−100.0% | Sold out |
| Canaan Partners XI LLC | 0 | $0 | 0.00% | −38,824−100.0% | Sold out |
| Martingale Asset Management L P | 0 | $0 | 0.00% | −28,570−100.0% | Sold out |
| Bradley Foster & Sargent Inc | 0 | $0 | 0.00% | −26,016−100.0% | Sold out |
| Jacobs Levy Equity Management, Inc | 0 | $0 | 0.00% | −23,596−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −22,114−100.0% | Sold out |
| Man Group plc | 0 | $0 | 0.00% | −19,331−100.0% | Sold out |
| Horizon Investments, LLC | 0 | $0 | 0.00% | −19,204−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −18,911−100.0% | Sold out |
| Maryland State Retirement & Pension System | 0 | $0 | 0.00% | −14,929−100.0% | Sold out |
| Stoneridge Investment Partners LLC | 0 | $0 | 0.00% | −13,408−100.0% | Sold out |
| SummitTX Capital, L.P. | 0 | $0 | 0.00% | −12,468−100.0% | Sold out |
| Capital Fund Management S.A. | 0 | $0 | 0.00% | −11,261−100.0% | Sold out |
| Teza Capital Management LLC | 0 | $0 | 0.00% | −11,064−100.0% | Sold out |
| Corton Capital Inc. | 0 | $0 | 0.00% | −10,057−100.0% | Sold out |
| HSBC Holdings PLC | 0 | $0 | 0.00% | −9,689−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −9,700−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −9,000−100.0% | Sold out |
| Prosperity Wealth Management, Inc. | 0 | $0 | 0.00% | −8,300−100.0% | Sold out |
| Lazard Asset Management LLC | 0 | $0 | 0.00% | −6,927−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −5,092−100.0% | Sold out |
| Picton Mahoney Asset Management | 0 | $0 | 0.00% | −1,566−100.0% | Sold out |
| TD Private Client Wealth LLC | 0 | $0 | 0.00% | −1,311−100.0% | Sold out |
| Skopos Labs, Inc. | 0 | $0 | 0.00% | −1,226−100.0% | Sold out |
| Mount Yale Investment Advisors, LLC | 0 | $0 | 0.00% | −333−100.0% | Sold out |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| Proffitt & Goodson Inc | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −106−100.0% | Sold out |
| Twin Peaks Wealth Advisors, LLC | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| SJS Investment Consulting Inc. | 0 | $0 | 0.00% | −6−100.0% | Sold out |
| HFM Investment Advisors, LLC | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| Norges Bank | – | – | – | – | Not filed |
| First Horizon Advisors, Inc. | – | – | – | – | Not filed |
| Parkworth Wealth Management, Inc. | – | – | – | – | Not filed |