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 |
|---|---|---|---|---|---|
| Alps Advisors Inc | 13,657 | $239.8K | 0.00% | 00.0% | Unchanged |
| Caxton Associates LLP | 13,767 | $241.7K | 0.00% | −48,590−77.9% | Reduced |
| CIBC World Markets Inc. | 13,946 | $244.9K | 0.00% | +13,946 | New |
| Arizona State Retirement System | 14,411 | $253.1K | 0.00% | −970−6.3% | Reduced |
| Exchange Traded Concepts, LLC | 14,423 | $253.3K | 0.00% | +4,032+38.8% | Added |
| Police & Firemen's Retirement System of New Jersey | 14,573 | $255.9K | 0.00% | 00.0% | Unchanged |
| WBI Investments | 15,052 | $264.3K | 0.07% | +5,123+51.6% | Added |
| Yousif Capital Management, LLC | 14,116 | $269.6K | 0.00% | −1,870−11.7% | Reduced |
| Amalgamated Bank | 15,409 | $271.0K | 0.00% | +134+0.9% | Added |
| TrueMark Investments, LLC | 15,541 | $272.9K | 0.05% | −190,239−92.4% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 15,612 | $274.1K | 0.00% | 00.0% | Unchanged |
| State Board of Administration of Florida Retirement System | 15,737 | $276.3K | 0.00% | 00.0% | Unchanged |
| Hancock Whitney Corp | 16,745 | $294.0K | 0.01% | −2,055−10.9% | Reduced |
| New York State Common Retirement Fund | 16,851 | $295.9K | 0.00% | 00.0% | Unchanged |
| Headlands Technologies LLC | 17,028 | $299.0K | 0.02% | −2,426−12.5% | Reduced |
| Inceptionr LLC | 17,468 | $306.7K | 0.09% | +17,468 | New |
| Boothbay Fund Management, LLC | 17,690 | $310.6K | 0.01% | +17,690 | New |
| Fiduciary Financial Group, LLC | 17,813 | $312.8K | 0.04% | +17,813 | New |
| Nisa Investment Advisors, LLC | 17,383 | $314.7K | 0.00% | +1,870+12.1% | Added |
| Diversified Trust Co | 18,146 | $318.6K | 0.01% | 00.0% | Unchanged |
| Freestone Grove Partners LP | 19,162 | $336.5K | 0.00% | +2,648+16.0% | Added |
| Rafferty Asset Management, LLC | 19,203 | $337.2K | 0.00% | +5,577+40.9% | Added |
| Quest Partners LLC | 21,362 | $375.1K | 0.02% | +12,922+153.1% | Added |
| Manufacturers Life Insurance Company, The | 21,907 | $384.7K | 0.00% | −1,241−5.4% | Reduced |
| Krane Funds Advisors LLC | 22,598 | $396.8K | 0.01% | +2,763+13.9% | Added |
| HSBC Holdings PLC | 22,653 | $398.3K | 0.00% | +22,653 | New |
| Brevan Howard Capital Management LP | 23,036 | $404.5K | 0.01% | +5,937+34.7% | Added |
| Truvestments Capital LLC | 23,051 | $404.8K | 0.07% | +2,868+14.2% | Added |
| CoreCap Advisors, LLC | 23,485 | $412.4K | 0.01% | −4,569−16.3% | Reduced |
| Janus Henderson Group PLC | 23,555 | $413.5K | 0.00% | 00.0% | Unchanged |
| Landscape Capital Management, L.L.C. | 23,819 | $418.3K | 0.03% | +23,819 | New |
| Louisiana State Employees Retirement System | 23,900 | $419.7K | 0.01% | −100−0.4% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 24,347 | $427.5K | 0.00% | −55−0.2% | Reduced |
| Quantinno Capital Management LP | 25,885 | $454.5K | 0.00% | +12,961+100.3% | Added |
| Illinois Municipal Retirement Fund | 26,782 | $470.3K | 0.01% | −416−1.5% | Reduced |
| SG Americas Securities, LLC | 27,031 | $475.0K | 0.00% | +11,215+70.9% | Added |
| CWM Advisors, LLC | 27,094 | $475.8K | 0.04% | +7,376+37.4% | Added |
| MetLife Investment Management | 28,396 | $498.6K | 0.00% | −3,894−12.1% | Reduced |
| Aquatic Capital Management LLC | 29,247 | $513.6K | 0.01% | +29,247 | New |
| Engineers Gate Manager LP | 29,319 | $514.8K | 0.01% | −89,300−75.3% | Reduced |
| State of Alaska, Department of Revenue | 29,721 | $520.0K | 0.01% | +327+1.1% | Added |
| Voya Investment Management LLC | 29,675 | $521.1K | 0.00% | +112+0.4% | Added |
| Citigroup Inc | 31,045 | $545.1K | 0.00% | +16,817+118.2% | Added |
| Vident Advisory, LLC | 33,108 | $581.4K | 0.01% | +8,253+33.2% | Added |
| Horizon Investments, LLC | 34,769 | $610.5K | 0.01% | +34,769 | New |
| Thrivent Financial for Lutherans | 35,811 | $629.0K | 0.00% | −1,780−4.7% | Reduced |
| Graham Capital Management, L.P. | 36,932 | $648.5K | 0.02% | +26,546+255.6% | Added |
| Capital Fund Management S.A. | 37,997 | $667.2K | 0.01% | +37,997 | New |
| Summit Global Investments | 39,139 | $687.0K | 0.04% | −2,122−5.1% | Reduced |
| Franklin Resources Inc | 41,650 | $731.4K | 0.00% | −15,263−26.8% | Reduced |
| Gsa Capital Partners LLP | 44,520 | $782.0K | 0.07% | +44,520 | New |
| LPL Financial LLC | 46,341 | $813.8K | 0.00% | +673+1.5% | Added |
| Virginia Retirement Systems Et Al | 46,600 | $818.3K | 0.00% | −40,000−46.2% | Reduced |
| California State Teachers Retirement System | 48,481 | $851.3K | 0.00% | −46−0.1% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 50,343 | $883.6K | 0.01% | −8,989−15.2% | Reduced |
| Prudential Financial Inc | 52,832 | $927.7K | 0.00% | −3,238−5.8% | Reduced |
| Guggenheim Capital LLC | 53,077 | $932.0K | 0.01% | +33,843+176.0% | Added |
| Great West Life Assurance Co | 53,807 | $945.0K | 0.00% | +2,372+4.6% | Added |
| Creative Planning | 55,648 | $977.2K | 0.00% | +33,575+152.1% | Added |
| Los Angeles Capital Management LLC | 51,288 | $991.9K | 0.00% | +6,662+14.9% | Added |
| Cerity Partners LLC | 58,555 | $1.03M | 0.00% | +47,675+438.2% | Added |
| Price T Rowe Associates Inc | 59,958 | $1.05M | 0.00% | +2,259+3.9% | Added |
| Hotchkis & Wiley Capital Management LLC | 62,000 | $1.09M | 0.00% | +62,000 | New |
| State of Tennessee, Treasury Department | 57,873 | $1.09M | 0.00% | +16,615+40.3% | Added |
| Mork Capital Management, LLC | 62,610 | $1.10M | 0.67% | +28,410+83.1% | Added |
| Jane Street Group, LLC | 62,872 | $1.10M | 0.00% | −76,802−55.0% | Reduced |
| Kendall Capital Management | 64,870 | $1.14M | 0.24% | −49,615−43.3% | Reduced |
| Wells Fargo & Company | 66,679 | $1.17M | 0.00% | +20,785+45.3% | Added |
| Miller Value Partners, LLC | 70,000 | $1.23M | 0.43% | +50,000+250.0% | Added |
| SEI Investments Co | 70,166 | $1.23M | 0.00% | +32,608+86.8% | Added |
| Alliancebernstein L.P. | 72,428 | $1.27M | 0.00% | 00.0% | Unchanged |
| Range Financial Group LLC | 75,882 | $1.33M | 0.46% | +75,882 | New |
| Beacon Financial Group | 75,917 | $1.33M | 0.13% | +41+0.1% | Added |
| UBS Group AG | 76,998 | $1.35M | 0.00% | −43,668−36.2% | Reduced |
| Trexquant Investment LP | 77,608 | $1.36M | 0.01% | +77,608 | New |
| New York State Teachers Retirement System | 82,556 | $1.45M | 0.00% | −3,772−4.4% | Reduced |
| Marshall Wace, LLP | 86,350 | $1.52M | 0.00% | −92,669−51.8% | Reduced |
| Segall Bryant & Hamill, LLC | 86,887 | $1.53M | 0.02% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 93,348 | $1.64M | 0.00% | −18,849−16.8% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 96,277 | $1.69M | 0.04% | +37,640+64.2% | Added |
| JPMorgan Chase & Co | 98,350 | $1.73M | 0.00% | −168,712−63.2% | Reduced |
| Western Standard LLC | 100,000 | $1.76M | 0.81% | +100,000 | New |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 102,256 | $1.79M | 0.00% | +101,490+13,249.3% | Added |
| Swiss National Bank | 102,800 | $1.81M | 0.00% | +1,900+1.9% | Added |
| Verition Fund Management LLC | 103,873 | $1.82M | 0.01% | +42,689+69.8% | Added |
| Raymond James Financial Inc | 105,158 | $1.85M | 0.00% | −52,139−33.1% | Reduced |
| Clark Estates Inc | 113,000 | $1.98M | 0.48% | +27,500+32.2% | Added |
| Squarepoint Ops LLC | 116,910 | $2.05M | 0.00% | +21,508+22.5% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 119,202 | $2.09M | 0.00% | −6,052−4.8% | Reduced |
| Barclays PLC | 121,546 | $2.13M | 0.00% | +16,178+15.4% | Added |
| First Trust Advisors LP | 124,928 | $2.19M | 0.00% | +20,918+20.1% | Added |
| UBS Asset Management Americas Inc | 126,297 | $2.22M | 0.00% | +16,482+15.0% | Added |
| Inspire Advisors, LLC | 133,069 | $2.34M | 0.22% | +22,449+20.3% | Added |
| Legal & General Group Plc | 136,560 | $2.40M | 0.00% | −3,495−2.5% | Reduced |
| Rhumbline Advisers | 145,960 | $2.56M | 0.00% | −9,156−5.9% | Reduced |
| Sepio Capital, LP | 148,309 | $2.60M | 0.14% | +148,309 | New |
| Deutsche Bank AG | 150,118 | $2.64M | 0.00% | +109,100+266.0% | Added |
| Russell Investments Group, Ltd. | 161,749 | $2.84M | 0.00% | +2,688+1.7% | Added |
| Advisors Asset Management, Inc. | 162,218 | $2.85M | 0.05% | +103,334+175.5% | Added |
| Intech Investment Management LLC | 169,921 | $2.98M | 0.03% | −76,639−31.1% | Reduced |