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 |
|---|---|---|---|---|---|
| Bank of America Corp | 176,061 | $3.09M | 0.00% | −215,322−55.0% | Reduced |
| Public Sector Pension Investment Board | 180,595 | $3.17M | 0.01% | −22,664−11.2% | Reduced |
| Empowered Funds, LLC | 214,851 | $3.77M | 0.06% | +18,584+9.5% | Added |
| Principal Financial Group Inc | 248,719 | $4.37M | 0.00% | −2,995−1.2% | Reduced |
| CSM Advisors, LLC | 251,985 | $4.42M | 0.12% | +46,284+22.5% | Added |
| American Century Companies Inc | 268,405 | $4.71M | 0.00% | −85,338−24.1% | Reduced |
| Algert Global LLC | 274,950 | $4.83M | 0.08% | +125,570+84.1% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 282,320 | $4.96M | 0.01% | 00.0% | Unchanged |
| Citadel Advisors LLC | 295,085 | $5.18M | 0.00% | −145,580−33.0% | Reduced |
| BNP Paribas Arbitrage, SA | 296,712 | $5.21M | 0.00% | +108,634+57.8% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 301,906 | $5.30M | 0.01% | −60,673−16.7% | Reduced |
| Panagora Asset Management Inc | 328,753 | $5.77M | 0.02% | +12,282+3.9% | Added |
| AQR Capital Management LLC | 333,415 | $5.85M | 0.00% | +54,402+19.5% | Added |
| Bridgeway Capital Management, LLC | 347,851 | $6.11M | 0.13% | +18,584+5.6% | Added |
| Victory Capital Management Inc | 362,607 | $6.37M | 0.00% | +23,462+6.9% | Added |
| Lido Advisors, LLC | 306,786 | $6.56M | 0.03% | −57,571−15.8% | Reduced |
| Millennium Management LLC | 391,580 | $6.88M | 0.00% | +303,279+343.5% | Added |
| D. E. Shaw & Co., Inc. | 440,371 | $7.73M | 0.01% | +184,535+72.1% | Added |
| Balyasny Asset Management LLC | 441,351 | $7.75M | 0.01% | +208,872+89.8% | Added |
| Nuveen, LLC | 514,649 | $9.04M | 0.00% | −184,063−26.3% | Reduced |
| Invesco Ltd. | 548,630 | $9.63M | 0.00% | +120,333+28.1% | Added |
| Qube Research & Technologies Ltd | 550,651 | $9.67M | 0.01% | −112,109−16.9% | Reduced |
| Northern Trust Corp | 595,041 | $10.4M | 0.00% | −27,038−4.3% | Reduced |
| Kennedy Capital Management, Inc. | 672,289 | $11.8M | 0.25% | +79,988+13.5% | Added |
| Goldman Sachs Group Inc | 726,944 | $12.8M | 0.00% | +258,342+55.1% | Added |
| Morgan Stanley | 808,377 | $14.2M | 0.00% | +39,894+5.2% | Added |
| Bank of New York Mellon Corp | 869,798 | $15.3M | 0.00% | +95,137+12.3% | Added |
| Bragg Financial Advisors, Inc | 1,105,047 | $19.4M | 0.63% | +119,158+12.1% | Added |
| Charles Schwab Investment Management Inc | 1,235,539 | $21.7M | 0.00% | +91,245+8.0% | Added |
| Geode Capital Management, LLC | 1,279,100 | $22.5M | 0.00% | −17,019−1.3% | Reduced |
| Wellington Management Group LLP | 1,315,672 | $23.1M | 0.00% | +59,798+4.8% | Added |
| Huber Capital Management LLC | 1,739,045 | $30.5M | 4.50% | +773,775+80.2% | Added |
| Dimensional Fund Advisors LP | 2,067,567 | $36.3M | 0.01% | −73,187−3.4% | Reduced |
| State Street Corp | 2,410,524 | $43.2M | 0.00% | +246,146+11.4% | Added |
| LSV Asset Management | 2,515,279 | $44.2M | 0.10% | −17,672−0.7% | Reduced |
| Ieq Capital, LLC | 4,101,233 | $72.0M | 0.22% | −21,894−0.5% | Reduced |
| FMR LLC | 5,197,356 | $91.3M | 0.00% | +269,536+5.5% | Added |
| Vanguard Group Inc | 7,132,443 | $125.2M | 0.00% | +231,293+3.4% | Added |
| BlackRock, Inc. | 8,136,983 | $142.9M | 0.00% | +150,906+1.9% | Added |
| Fuller & Thaler Asset Management, Inc. | 0 | $0 | 0.00% | −384,052−100.0% | Sold out |
| Brandywine Global Investment Management, LLC | 0 | $0 | 0.00% | −149,476−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −127,985−100.0% | Sold out |
| Bridgewater Associates, LP | 0 | $0 | 0.00% | −123,302−100.0% | Sold out |
| Allianz Asset Management GmbH | 0 | $0 | 0.00% | −87,610−100.0% | Sold out |
| Teacher Retirement System of Texas | 0 | $0 | 0.00% | −70,907−100.0% | Sold out |
| New Century Financial Group, LLC | 0 | $0 | 0.00% | −46,951−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −45,182−100.0% | Sold out |
| Interval Partners, LP | 0 | $0 | 0.00% | −33,276−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −28,168−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −26,242−100.0% | Sold out |
| EntryPoint Capital, LLC | 0 | $0 | 0.00% | −22,952−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −21,305−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −19,734−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −19,540−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −17,754−100.0% | Sold out |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −15,615−100.0% | Sold out |
| O'Shaughnessy Asset Management, LLC | 0 | $0 | 0.00% | −13,998−100.0% | Sold out |
| FourThought Financial Partners, LLC | 0 | $0 | 0.00% | −13,997−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −13,631−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −12,693−100.0% | Sold out |
| Optimist Retirement Group LLC | 0 | $0 | 0.00% | −10,910−100.0% | Sold out |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −10,737−100.0% | Sold out |
| Keebeck Alpha, LP | 0 | $0 | 0.00% | −10,543−100.0% | Sold out |
| Cetera Investment Advisers | 0 | $0 | 0.00% | −9,743−100.0% | Sold out |
| Jupiter Asset Management Ltd | 0 | $0 | 0.00% | −9,544−100.0% | Sold out |
| Entropy Technologies, LP | 0 | $0 | 0.00% | −9,487−100.0% | Sold out |
| Handelsbanken Fonder AB | 0 | $0 | 0.00% | −9,452−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −9,407−100.0% | Sold out |
| Moody National Bank Trust Division | 0 | $0 | 0.00% | −8,775−100.0% | Sold out |
| Sender Co & Partners, Inc. | 0 | $0 | 0.00% | −8,635−100.0% | Sold out |
| State of Wyoming | 0 | $0 | 0.00% | −8,094−100.0% | Sold out |
| Virtus ETF Advisers LLC | 0 | $0 | 0.00% | −5,506−100.0% | Sold out |
| Harbour Investments, Inc. | 0 | $0 | 0.00% | −3,257−100.0% | Sold out |
| FNY Investment Advisers, LLC | 0 | $0 | 0.00% | −1,365−100.0% | Sold out |
| Caitong International Asset Management Co., Ltd | 0 | $0 | 0.00% | −942−100.0% | Sold out |
| Financial Management Professionals, Inc. | 0 | $0 | 0.00% | −854−100.0% | Sold out |
| Ronald Blue Trust, Inc. | 0 | $0 | 0.00% | −795−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −700−100.0% | Sold out |
| Ameritas Advisory Services, LLC | 0 | $0 | 0.00% | −675−100.0% | Sold out |
| Aster Capital Management (DIFC) Ltd | 0 | $0 | 0.00% | −357−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −300−100.0% | Sold out |
| Main Street Group, LTD | 0 | $0 | 0.00% | −240−100.0% | Sold out |
| Wealthspire Advisors, LLC | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| Parallel Advisors, LLC | 0 | $0 | 0.00% | −102−100.0% | Sold out |
| Fortitude Family Office, LLC | 0 | $0 | 0.00% | −70−100.0% | Sold out |
| Huntington National Bank | 0 | $0 | 0.00% | −40−100.0% | Sold out |
| Raffa Wealth Management, LLC | 0 | $0 | 0.00% | −21−100.0% | Sold out |
| Atlantic Trust, LLC | 0 | $0 | 0.00% | −18−100.0% | Sold out |
| Root Financial Partners, LLC | 0 | $0 | 0.00% | −12−100.0% | Sold out |
| Dogwood Wealth Management LLC | 0 | $0 | 0.00% | −8−100.0% | Sold out |
| Bear Mountain Capital, Inc. | 0 | $0 | 0.00% | −8−100.0% | Sold out |
| New Millennium Group LLC | 0 | $0 | 0.00% | −7−100.0% | Sold out |
| DiNuzzo Private Wealth, Inc. | 0 | $0 | 0.00% | −4−100.0% | Sold out |
| JFS Wealth Advisors, LLC | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| Rialto Wealth Management, LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Bay Harbor Wealth Management, LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| AXA Investment Managers S.A. | – | – | – | – | Not filed |
| Cubist Systematic Strategies, LLC | – | – | – | – | Not filed |
| Point72 (DIFC) Ltd | – | – | – | – | Not filed |
| Point72 Asia (Singapore) Pte. Ltd. | – | – | – | – | Not filed |