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, Q4 2025
Institutional positions in Upbound Group, Inc. as of Dec 31, 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
- 239
- −16 vs. Q3 2025
- Shares held
- 55.2M
- +1.74M (+3.3%) vs. Q3 2025
- Total value
- $972.3M
- −$292.8M (−23.1%) vs. Q3 2025
- New holders
- 41
- 89 more added
- Sold out
- 57
- 81 more reduced
7 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2025
Shares, value and share of portfolio for each institution holding Upbound Group, Inc.; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 8,136,983 | $142.9M | 0.00% | +150,906+1.9% | Added |
| Vanguard Group Inc | 7,132,443 | $125.2M | 0.00% | +231,293+3.4% | Added |
| FMR LLC | 5,197,356 | $91.3M | 0.00% | +269,536+5.5% | Added |
| Ieq Capital, LLC | 4,101,233 | $72.0M | 0.22% | −21,894−0.5% | Reduced |
| LSV Asset Management | 2,515,279 | $44.2M | 0.10% | −17,672−0.7% | Reduced |
| State Street Corp | 2,410,524 | $43.2M | 0.00% | +246,146+11.4% | Added |
| Dimensional Fund Advisors LP | 2,067,567 | $36.3M | 0.01% | −73,187−3.4% | Reduced |
| Huber Capital Management LLC | 1,739,045 | $30.5M | 4.50% | +773,775+80.2% | Added |
| Wellington Management Group LLP | 1,315,672 | $23.1M | 0.00% | +59,798+4.8% | Added |
| Geode Capital Management, LLC | 1,279,100 | $22.5M | 0.00% | −17,019−1.3% | Reduced |
| Charles Schwab Investment Management Inc | 1,235,539 | $21.7M | 0.00% | +91,245+8.0% | Added |
| Bragg Financial Advisors, Inc | 1,105,047 | $19.4M | 0.63% | +119,158+12.1% | Added |
| Bank of New York Mellon Corp | 869,798 | $15.3M | 0.00% | +95,137+12.3% | Added |
| Morgan Stanley | 808,377 | $14.2M | 0.00% | +39,894+5.2% | Added |
| Goldman Sachs Group Inc | 726,944 | $12.8M | 0.00% | +258,342+55.1% | Added |
| Kennedy Capital Management, Inc. | 672,289 | $11.8M | 0.25% | +79,988+13.5% | Added |
| Northern Trust Corp | 595,041 | $10.4M | 0.00% | −27,038−4.3% | Reduced |
| Qube Research & Technologies Ltd | 550,651 | $9.67M | 0.01% | −112,109−16.9% | Reduced |
| Invesco Ltd. | 548,630 | $9.63M | 0.00% | +120,333+28.1% | Added |
| Nuveen, LLC | 514,649 | $9.04M | 0.00% | −184,063−26.3% | Reduced |
| Balyasny Asset Management LLC | 441,351 | $7.75M | 0.01% | +208,872+89.8% | Added |
| D. E. Shaw & Co., Inc. | 440,371 | $7.73M | 0.01% | +184,535+72.1% | Added |
| Millennium Management LLC | 391,580 | $6.88M | 0.00% | +303,279+343.5% | Added |
| Lido Advisors, LLC | 306,786 | $6.56M | 0.03% | −57,571−15.8% | Reduced |
| Victory Capital Management Inc | 362,607 | $6.37M | 0.00% | +23,462+6.9% | Added |
| Bridgeway Capital Management, LLC | 347,851 | $6.11M | 0.13% | +18,584+5.6% | Added |
| AQR Capital Management LLC | 333,415 | $5.85M | 0.00% | +54,402+19.5% | Added |
| Panagora Asset Management Inc | 328,753 | $5.77M | 0.02% | +12,282+3.9% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 301,906 | $5.30M | 0.01% | −60,673−16.7% | Reduced |
| BNP Paribas Arbitrage, SA | 296,712 | $5.21M | 0.00% | +108,634+57.8% | Added |
| Citadel Advisors LLC | 295,085 | $5.18M | 0.00% | −145,580−33.0% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 282,320 | $4.96M | 0.01% | 00.0% | Unchanged |
| Algert Global LLC | 274,950 | $4.83M | 0.08% | +125,570+84.1% | Added |
| American Century Companies Inc | 268,405 | $4.71M | 0.00% | −85,338−24.1% | Reduced |
| CSM Advisors, LLC | 251,985 | $4.42M | 0.12% | +46,284+22.5% | Added |
| Principal Financial Group Inc | 248,719 | $4.37M | 0.00% | −2,995−1.2% | Reduced |
| Empowered Funds, LLC | 214,851 | $3.77M | 0.06% | +18,584+9.5% | Added |
| Public Sector Pension Investment Board | 180,595 | $3.17M | 0.01% | −22,664−11.2% | Reduced |
| Bank of America Corp | 176,061 | $3.09M | 0.00% | −215,322−55.0% | Reduced |
| Intech Investment Management LLC | 169,921 | $2.98M | 0.03% | −76,639−31.1% | Reduced |
| Advisors Asset Management, Inc. | 162,218 | $2.85M | 0.05% | +103,334+175.5% | Added |
| Russell Investments Group, Ltd. | 161,749 | $2.84M | 0.00% | +2,688+1.7% | Added |
| Deutsche Bank AG | 150,118 | $2.64M | 0.00% | +109,100+266.0% | Added |
| Sepio Capital, LP | 148,309 | $2.60M | 0.14% | +148,309 | New |
| Rhumbline Advisers | 145,960 | $2.56M | 0.00% | −9,156−5.9% | Reduced |
| Legal & General Group Plc | 136,560 | $2.40M | 0.00% | −3,495−2.5% | Reduced |
| Inspire Advisors, LLC | 133,069 | $2.34M | 0.22% | +22,449+20.3% | Added |
| UBS Asset Management Americas Inc | 126,297 | $2.22M | 0.00% | +16,482+15.0% | Added |
| First Trust Advisors LP | 124,928 | $2.19M | 0.00% | +20,918+20.1% | Added |
| Barclays PLC | 121,546 | $2.13M | 0.00% | +16,178+15.4% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 119,202 | $2.09M | 0.00% | −6,052−4.8% | Reduced |
| Squarepoint Ops LLC | 116,910 | $2.05M | 0.00% | +21,508+22.5% | Added |
| Clark Estates Inc | 113,000 | $1.98M | 0.48% | +27,500+32.2% | Added |
| Raymond James Financial Inc | 105,158 | $1.85M | 0.00% | −52,139−33.1% | Reduced |
| Verition Fund Management LLC | 103,873 | $1.82M | 0.01% | +42,689+69.8% | Added |
| Swiss National Bank | 102,800 | $1.81M | 0.00% | +1,900+1.9% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 102,256 | $1.79M | 0.00% | +101,490+13,249.3% | Added |
| Western Standard LLC | 100,000 | $1.76M | 0.81% | +100,000 | New |
| JPMorgan Chase & Co | 98,350 | $1.73M | 0.00% | −168,712−63.2% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 96,277 | $1.69M | 0.04% | +37,640+64.2% | Added |
| Ameriprise Financial Inc | 93,348 | $1.64M | 0.00% | −18,849−16.8% | Reduced |
| Segall Bryant & Hamill, LLC | 86,887 | $1.53M | 0.02% | 00.0% | Unchanged |
| Marshall Wace, LLP | 86,350 | $1.52M | 0.00% | −92,669−51.8% | Reduced |
| New York State Teachers Retirement System | 82,556 | $1.45M | 0.00% | −3,772−4.4% | Reduced |
| Trexquant Investment LP | 77,608 | $1.36M | 0.01% | +77,608 | New |
| UBS Group AG | 76,998 | $1.35M | 0.00% | −43,668−36.2% | Reduced |
| Beacon Financial Group | 75,917 | $1.33M | 0.13% | +41+0.1% | Added |
| Range Financial Group LLC | 75,882 | $1.33M | 0.46% | +75,882 | New |
| Alliancebernstein L.P. | 72,428 | $1.27M | 0.00% | 00.0% | Unchanged |
| SEI Investments Co | 70,166 | $1.23M | 0.00% | +32,608+86.8% | Added |
| Miller Value Partners, LLC | 70,000 | $1.23M | 0.43% | +50,000+250.0% | Added |
| Wells Fargo & Company | 66,679 | $1.17M | 0.00% | +20,785+45.3% | Added |
| Kendall Capital Management | 64,870 | $1.14M | 0.24% | −49,615−43.3% | Reduced |
| Jane Street Group, LLC | 62,872 | $1.10M | 0.00% | −76,802−55.0% | Reduced |
| Mork Capital Management, LLC | 62,610 | $1.10M | 0.67% | +28,410+83.1% | Added |
| State of Tennessee, Treasury Department | 57,873 | $1.09M | 0.00% | +16,615+40.3% | Added |
| Hotchkis & Wiley Capital Management LLC | 62,000 | $1.09M | 0.00% | +62,000 | New |
| Price T Rowe Associates Inc | 59,958 | $1.05M | 0.00% | +2,259+3.9% | Added |
| Cerity Partners LLC | 58,555 | $1.03M | 0.00% | +47,675+438.2% | Added |
| Los Angeles Capital Management LLC | 51,288 | $991.9K | 0.00% | +6,662+14.9% | Added |
| Creative Planning | 55,648 | $977.2K | 0.00% | +33,575+152.1% | Added |
| Great West Life Assurance Co | 53,807 | $945.0K | 0.00% | +2,372+4.6% | Added |
| Guggenheim Capital LLC | 53,077 | $932.0K | 0.01% | +33,843+176.0% | Added |
| Prudential Financial Inc | 52,832 | $927.7K | 0.00% | −3,238−5.8% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 50,343 | $883.6K | 0.01% | −8,989−15.2% | Reduced |
| California State Teachers Retirement System | 48,481 | $851.3K | 0.00% | −46−0.1% | Reduced |
| Virginia Retirement Systems Et Al | 46,600 | $818.3K | 0.00% | −40,000−46.2% | Reduced |
| LPL Financial LLC | 46,341 | $813.8K | 0.00% | +673+1.5% | Added |
| Gsa Capital Partners LLP | 44,520 | $782.0K | 0.07% | +44,520 | New |
| Franklin Resources Inc | 41,650 | $731.4K | 0.00% | −15,263−26.8% | Reduced |
| Summit Global Investments | 39,139 | $687.0K | 0.04% | −2,122−5.1% | Reduced |
| Capital Fund Management S.A. | 37,997 | $667.2K | 0.01% | +37,997 | New |
| Graham Capital Management, L.P. | 36,932 | $648.5K | 0.02% | +26,546+255.6% | Added |
| Thrivent Financial for Lutherans | 35,811 | $629.0K | 0.00% | −1,780−4.7% | Reduced |
| Horizon Investments, LLC | 34,769 | $610.5K | 0.01% | +34,769 | New |
| Vident Advisory, LLC | 33,108 | $581.4K | 0.01% | +8,253+33.2% | Added |
| Citigroup Inc | 31,045 | $545.1K | 0.00% | +16,817+118.2% | Added |
| Voya Investment Management LLC | 29,675 | $521.1K | 0.00% | +112+0.4% | Added |
| State of Alaska, Department of Revenue | 29,721 | $520.0K | 0.01% | +327+1.1% | Added |
| Engineers Gate Manager LP | 29,319 | $514.8K | 0.01% | −89,300−75.3% | Reduced |