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 |
|---|---|---|---|---|---|
| State of Alaska, Department of Revenue | 29,394 | $694.0K | 0.01% | −1,263−4.1% | Reduced |
| ExodusPoint Capital Management, LP | 28,168 | $665.6K | 0.01% | +28,168 | New |
| CoreCap Advisors, LLC | 28,054 | $662.9K | 0.02% | −623−2.2% | Reduced |
| Illinois Municipal Retirement Fund | 27,198 | $642.7K | 0.01% | +3,226+13.5% | Added |
| Schonfeld Strategic Advisors LLC | 26,242 | $620.1K | 0.00% | −33,883−56.4% | Reduced |
| Vident Advisory, LLC | 24,855 | $587.3K | 0.01% | +4,400+21.5% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 24,402 | $576.6K | 0.00% | −4,381−15.2% | Reduced |
| Louisiana State Employees Retirement System | 24,000 | $567.1K | 0.01% | 00.0% | Unchanged |
| Janus Henderson Group PLC | 23,555 | $556.5K | 0.00% | 00.0% | Unchanged |
| Manufacturers Life Insurance Company, The | 23,148 | $547.0K | 0.00% | −2,557−9.9% | Reduced |
| EntryPoint Capital, LLC | 22,952 | $542.4K | 0.21% | +7,085+44.7% | Added |
| Creative Planning | 22,073 | $521.6K | 0.00% | −2,869−11.5% | Reduced |
| Fox Run Management, L.L.C. | 21,305 | $503.4K | 0.08% | −828−3.7% | Reduced |
| Truvestments Capital LLC | 20,183 | $476.9K | 0.09% | +20,183 | New |
| Miller Value Partners, LLC | 20,000 | $472.6K | 0.17% | +20,000 | New |
| Campbell & CO Investment Adviser LLC | 19,734 | $466.3K | 0.04% | −4,744−19.4% | Reduced |
| CWM Advisors, LLC | 19,718 | $465.9K | 0.05% | +3,857+24.3% | Added |
| Dynamic Technology Lab Private Ltd | 19,540 | $462.0K | 0.08% | +19,540 | New |
| Headlands Technologies LLC | 19,454 | $459.7K | 0.04% | −11,906−38.0% | Reduced |
| Guggenheim Capital LLC | 19,234 | $454.5K | 0.00% | +7,507+64.0% | Added |
| Hancock Whitney Corp | 18,800 | $444.2K | 0.01% | +148+0.8% | Added |
| Krane Funds Advisors LLC | 19,835 | $432.0K | 0.01% | +1,786+9.9% | Added |
| Diversified Trust Co | 18,146 | $428.8K | 0.01% | +2,223+14.0% | Added |
| Walleye Capital LLC | 17,754 | $419.5K | 0.00% | +17,754 | New |
| Brevan Howard Capital Management LP | 17,099 | $404.0K | 0.01% | −25,826−60.2% | Reduced |
| New York State Common Retirement Fund | 16,851 | $398.2K | 0.00% | +2,100+14.2% | Added |
| Freestone Grove Partners LP | 16,514 | $390.2K | 0.00% | +16,514 | New |
| Yousif Capital Management, LLC | 15,986 | $377.7K | 0.00% | −3,107−16.3% | Reduced |
| SG Americas Securities, LLC | 15,816 | $374.0K | 0.00% | −2,994−15.9% | Reduced |
| Nisa Investment Advisors, LLC | 15,513 | $372.6K | 0.00% | +3,330+27.3% | Added |
| State Board of Administration of Florida Retirement System | 15,737 | $371.9K | 0.00% | 00.0% | Unchanged |
| Arrowstreet Capital, Limited Partnership | 15,615 | $369.0K | 0.00% | −47,787−75.4% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 15,612 | $368.9K | 0.00% | 00.0% | Unchanged |
| Arizona State Retirement System | 15,381 | $363.5K | 0.00% | +306+2.0% | Added |
| Amalgamated Bank | 15,275 | $361.0K | 0.00% | +509+3.4% | Added |
| Teachers Retirement System of the State of Kentucky | 14,658 | $347.0K | 0.00% | −2,564−14.9% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 14,573 | $344.4K | 0.00% | +1,847+14.5% | Added |
| Comerica Bank | 14,408 | $340.5K | 0.00% | −3,107−17.7% | Reduced |
| Citigroup Inc | 14,228 | $336.2K | 0.00% | −37,204−72.3% | Reduced |
| O'Shaughnessy Asset Management, LLC | 13,998 | $330.8K | 0.00% | −2,345−14.3% | Reduced |
| FourThought Financial Partners, LLC | 13,997 | $330.7K | 0.03% | +13,997 | New |
| Alps Advisors Inc | 13,657 | $322.7K | 0.00% | 00.0% | Unchanged |
| XTX Topco Ltd | 13,631 | $322.1K | 0.02% | +432+3.3% | Added |
| Rafferty Asset Management, LLC | 13,626 | $322.0K | 0.00% | −42−0.3% | Reduced |
| DRW Securities, LLC | 13,354 | $321.1K | 0.02% | +13,354 | New |
| Point72 (DIFC) Ltd | 13,274 | $313.7K | 0.02% | +13,274 | New |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 13,270 | $313.6K | 0.00% | +57+0.4% | Added |
| Quantinno Capital Management LP | 12,924 | $305.4K | 0.00% | −853−6.2% | Reduced |
| Virtu Financial LLC | 12,693 | $300.0K | 0.02% | +12,693 | New |
| First Citizens Bank & Trust Co | 12,668 | $299.3K | 0.01% | +2,814+28.6% | Added |
| Envestnet Portfolio Solutions, Inc. | 12,157 | $287.3K | 0.00% | +2,620+27.5% | Added |
| Oregon Public Employees Retirement Fund | 11,716 | $276.8K | 0.00% | −100−0.8% | Reduced |
| CWM, LLC | 11,318 | $267.0K | 0.00% | −1,445−11.3% | Reduced |
| Optimist Retirement Group LLC | 10,910 | $257.8K | 0.12% | +1,653+17.9% | Added |
| Cerity Partners LLC | 10,880 | $257.1K | 0.00% | −724−6.2% | Reduced |
| KLP Kapitalforvaltning AS | 10,700 | $256.4K | 0.00% | 00.0% | Unchanged |
| Prelude Capital Management, LLC | 10,737 | $253.7K | 0.02% | +923+9.4% | Added |
| Keebeck Alpha, LP | 10,543 | $249.1K | 0.35% | +840+8.7% | Added |
| Exchange Traded Concepts, LLC | 10,391 | $245.5K | 0.00% | +10,391 | New |
| Graham Capital Management, L.P. | 10,386 | $245.4K | 0.01% | −46,546−81.8% | Reduced |
| WBI Investments | 9,929 | $234.6K | 0.06% | −550−5.2% | Reduced |
| ProShare Advisors LLC | 9,888 | $233.7K | 0.00% | −1,816−15.5% | Reduced |
| Cetera Investment Advisers | 9,743 | $230.2K | 0.00% | −80−0.8% | Reduced |
| Jupiter Asset Management Ltd | 9,544 | $225.5K | 0.00% | +9,544 | New |
| STRS Ohio | 9,500 | $224.5K | 0.00% | −10,500−52.5% | Reduced |
| Entropy Technologies, LP | 9,487 | $224.2K | 0.02% | +9,487 | New |
| Handelsbanken Fonder AB | 9,452 | $223.0K | 0.00% | 00.0% | Unchanged |
| HRT Financial LP | 9,407 | $222.0K | 0.00% | +9,407 | New |
| Moody National Bank Trust Division | 8,775 | $207.4K | 0.02% | 00.0% | Unchanged |
| Wolverine Asset Management LLC | 8,652 | $204.4K | 0.00% | 00.0% | Unchanged |
| Sender Co & Partners, Inc. | 8,635 | $204.0K | 0.08% | +8,635 | New |
| Quest Partners LLC | 8,440 | $199.4K | 0.01% | +7,088+524.3% | Added |
| State of Wyoming | 8,094 | $191.3K | 0.02% | +181+2.3% | Added |
| Public Employees Retirement Association of Colorado | 6,390 | $151.0K | 0.00% | 00.0% | Unchanged |
| Palouse Capital Management, Inc. | 5,849 | $138.2K | 0.09% | −1,017−14.8% | Reduced |
| Virtus ETF Advisers LLC | 5,506 | $130.1K | 0.07% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 4,388 | $103.7K | 0.00% | −1,091−19.9% | Reduced |
| Simplex Trading, LLC | 4,112 | $97.0K | 0.00% | +4,112 | New |
| Canada Pension Plan Investment Board | 3,800 | $89.8K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 3,787 | $89.5K | 0.00% | +1,170+44.7% | Added |
| The PNC Financial Services Group, Inc. | 3,771 | $89.1K | 0.00% | −15−0.4% | Reduced |
| Harbour Investments, Inc. | 3,257 | $77.0K | 0.00% | −100−3.0% | Reduced |
| Tower Research Capital LLC (TRC) | 3,195 | $75.5K | 0.00% | −1,696−34.7% | Reduced |
| Point72 Asia (Singapore) Pte. Ltd. | 2,970 | $70.2K | 0.01% | −2,080−41.2% | Reduced |
| Public Employees Retirement System of Ohio | 2,865 | $67.7K | 0.00% | +316+12.4% | Added |
| SRS Capital Advisors, Inc. | 2,793 | $66.0K | 0.00% | +2,579+1,205.1% | Added |
| KBC Group NV | 2,454 | $58.0K | 0.00% | 00.0% | Unchanged |
| Security National Bank | 2,419 | $57.2K | 0.01% | +2,419 | New |
| Sterling Capital Management LLC | 2,414 | $57.0K | 0.00% | +1,443+148.6% | Added |
| Shell Asset Management Co | 2,428 | $57.0K | 0.01% | −3,633−59.9% | Reduced |
| Quadrant Capital Group LLC | 1,960 | $46.3K | 0.00% | +1,960 | New |
| Steward Partners Investment Advisory, LLC | 1,500 | $35.4K | 0.00% | −74−4.7% | Reduced |
| Nomura Asset Management Co Ltd | 1,500 | $35.4K | 0.00% | +710+89.9% | Added |
| Quarry LP | 1,388 | $32.8K | 0.01% | +1,251+913.1% | Added |
| FNY Investment Advisers, LLC | 1,365 | $32.0K | 0.01% | +1,365 | New |
| Clearstead Advisors, LLC | 1,343 | $31.7K | 0.00% | −38−2.8% | Reduced |
| Covestor Ltd | 1,311 | $31.0K | 0.02% | −206−13.6% | Reduced |
| Point72 Europe (London) LLP | 1,303 | $30.8K | 0.00% | +1,303 | New |
| Jones Financial Companies LLLP | 1,147 | $28.0K | 0.00% | −1,885−62.2% | Reduced |
| DekaBank Deutsche Girozentrale | 1,082 | $26.0K | 0.00% | 00.0% | Unchanged |