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 |
|---|---|---|---|---|---|
| Aquatic Capital Management LLC | 29,247 | $513.6K | 0.01% | +29,247 | New |
| MetLife Investment Management | 28,396 | $498.6K | 0.00% | −3,894−12.1% | Reduced |
| CWM Advisors, LLC | 27,094 | $475.8K | 0.04% | +7,376+37.4% | Added |
| SG Americas Securities, LLC | 27,031 | $475.0K | 0.00% | +11,215+70.9% | Added |
| Illinois Municipal Retirement Fund | 26,782 | $470.3K | 0.01% | −416−1.5% | Reduced |
| Quantinno Capital Management LP | 25,885 | $454.5K | 0.00% | +12,961+100.3% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 24,347 | $427.5K | 0.00% | −55−0.2% | Reduced |
| Louisiana State Employees Retirement System | 23,900 | $419.7K | 0.01% | −100−0.4% | Reduced |
| Landscape Capital Management, L.L.C. | 23,819 | $418.3K | 0.03% | +23,819 | New |
| Janus Henderson Group PLC | 23,555 | $413.5K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 23,485 | $412.4K | 0.01% | −4,569−16.3% | Reduced |
| Truvestments Capital LLC | 23,051 | $404.8K | 0.07% | +2,868+14.2% | Added |
| Brevan Howard Capital Management LP | 23,036 | $404.5K | 0.01% | +5,937+34.7% | Added |
| HSBC Holdings PLC | 22,653 | $398.3K | 0.00% | +22,653 | New |
| Krane Funds Advisors LLC | 22,598 | $396.8K | 0.01% | +2,763+13.9% | Added |
| Manufacturers Life Insurance Company, The | 21,907 | $384.7K | 0.00% | −1,241−5.4% | Reduced |
| Quest Partners LLC | 21,362 | $375.1K | 0.02% | +12,922+153.1% | Added |
| Rafferty Asset Management, LLC | 19,203 | $337.2K | 0.00% | +5,577+40.9% | Added |
| Freestone Grove Partners LP | 19,162 | $336.5K | 0.00% | +2,648+16.0% | Added |
| Diversified Trust Co | 18,146 | $318.6K | 0.01% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 17,383 | $314.7K | 0.00% | +1,870+12.1% | Added |
| Fiduciary Financial Group, LLC | 17,813 | $312.8K | 0.04% | +17,813 | New |
| Boothbay Fund Management, LLC | 17,690 | $310.6K | 0.01% | +17,690 | New |
| Inceptionr LLC | 17,468 | $306.7K | 0.09% | +17,468 | New |
| Headlands Technologies LLC | 17,028 | $299.0K | 0.02% | −2,426−12.5% | Reduced |
| New York State Common Retirement Fund | 16,851 | $295.9K | 0.00% | 00.0% | Unchanged |
| Hancock Whitney Corp | 16,745 | $294.0K | 0.01% | −2,055−10.9% | Reduced |
| State Board of Administration of Florida Retirement System | 15,737 | $276.3K | 0.00% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 15,612 | $274.1K | 0.00% | 00.0% | Unchanged |
| TrueMark Investments, LLC | 15,541 | $272.9K | 0.05% | −190,239−92.4% | Reduced |
| Amalgamated Bank | 15,409 | $271.0K | 0.00% | +134+0.9% | Added |
| Yousif Capital Management, LLC | 14,116 | $269.6K | 0.00% | −1,870−11.7% | Reduced |
| WBI Investments | 15,052 | $264.3K | 0.07% | +5,123+51.6% | Added |
| Police & Firemen's Retirement System of New Jersey | 14,573 | $255.9K | 0.00% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 14,423 | $253.3K | 0.00% | +4,032+38.8% | Added |
| Arizona State Retirement System | 14,411 | $253.1K | 0.00% | −970−6.3% | Reduced |
| CIBC World Markets Inc. | 13,946 | $244.9K | 0.00% | +13,946 | New |
| Caxton Associates LLP | 13,767 | $241.7K | 0.00% | −48,590−77.9% | Reduced |
| Alps Advisors Inc | 13,657 | $239.8K | 0.00% | 00.0% | Unchanged |
| Mangrove Partners | 13,603 | $238.9K | 0.02% | +13,603 | New |
| Teachers Retirement System of the State of Kentucky | 13,151 | $231.0K | 0.00% | −1,507−10.3% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 12,902 | $226.6K | 0.00% | −368−2.8% | Reduced |
| First Citizens Bank & Trust Co | 12,546 | $220.3K | 0.00% | −122−1.0% | Reduced |
| Aristeia Capital LLC | 12,477 | $219.1K | 0.01% | +12,477 | New |
| Envestnet Portfolio Solutions, Inc. | 12,048 | $211.6K | 0.00% | −109−0.9% | Reduced |
| Oregon Public Employees Retirement Fund | 11,916 | $209.2K | 0.00% | +200+1.7% | Added |
| MQS Management LLC | 11,844 | $208.0K | 0.12% | +11,844 | New |
| Toroso Investments, LLC | 11,789 | $207.0K | 0.00% | −31,860−73.0% | Reduced |
| CWM, LLC | 11,727 | $206.0K | 0.00% | +409+3.6% | Added |
| PharVision Advisers, LLC | 11,678 | $205.1K | 0.10% | +11,678 | New |
| Comerica Bank | 11,202 | $196.7K | 0.00% | −3,206−22.3% | Reduced |
| KLP Kapitalforvaltning AS | 10,700 | $191.4K | 0.00% | 00.0% | Unchanged |
| SummitTX Capital, L.P. | 10,625 | $186.6K | 0.01% | +10,625 | New |
| DRW Securities, LLC | 10,602 | $186.2K | 0.01% | −2,752−20.6% | Reduced |
| Swiss Life Asset Management Ltd | 10,443 | $183.4K | 0.00% | +10,443 | New |
| ProShare Advisors LLC | 10,205 | $179.2K | 0.00% | +317+3.2% | Added |
| Lazard Asset Management LLC | 10,038 | $176.3K | 0.00% | +10,038 | New |
| STRS Ohio | 9,500 | $166.8K | 0.00% | 00.0% | Unchanged |
| Wolverine Asset Management LLC | 8,652 | $151.9K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 8,436 | $148.0K | 0.00% | +7,683+1,020.3% | Added |
| National Bank of Canada | 7,050 | $123.7K | 0.00% | +7,050 | New |
| Public Employees Retirement Association of Colorado | 6,390 | $112.0K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 6,227 | $109.3K | 0.00% | −52,273−89.4% | Reduced |
| Palouse Capital Management, Inc. | 5,564 | $97.7K | 0.06% | −285−4.9% | Reduced |
| Simplex Trading, LLC | 4,715 | $82.8K | 0.00% | +603+14.7% | Added |
| Ameritas Investment Partners, Inc. | 4,388 | $77.1K | 0.00% | 00.0% | Unchanged |
| Canada Pension Plan Investment Board | 3,800 | $66.7K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 3,400 | $59.7K | 0.00% | +535+18.7% | Added |
| GAMMA Investing LLC | 2,617 | $46.0K | 0.00% | −1,170−30.9% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 2,485 | $43.6K | 0.00% | +2,485 | New |
| Security National Bank | 2,469 | $43.4K | 0.01% | +50+2.1% | Added |
| The PNC Financial Services Group, Inc. | 2,459 | $43.2K | 0.00% | −1,312−34.8% | Reduced |
| KBC Group NV | 2,454 | $43.0K | 0.00% | 00.0% | Unchanged |
| DekaBank Deutsche Girozentrale | 1,082 | $37.0K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 2,097 | $36.8K | 0.00% | −317−13.1% | Reduced |
| Group One Trading, L.P. | 1,900 | $33.4K | 0.00% | +1,900 | New |
| SRS Capital Advisors, Inc. | 1,597 | $28.1K | 0.00% | −1,196−42.8% | Reduced |
| Nomura Asset Management Co Ltd | 1,500 | $26.3K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 1,448 | $25.0K | 0.00% | +1,020+238.3% | Added |
| Clearstead Advisors, LLC | 1,200 | $21.1K | 0.00% | −143−10.6% | Reduced |
| Versant Capital Management, Inc | 1,190 | $20.9K | 0.00% | +739+163.9% | Added |
| Tower Research Capital LLC (TRC) | 1,184 | $20.8K | 0.00% | −2,011−62.9% | Reduced |
| Wolff Wiese Magana LLC | 1,000 | $17.6K | 0.01% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 979 | $17.2K | 0.00% | −69,498−98.6% | Reduced |
| Covestor Ltd | 958 | $17.0K | 0.01% | −353−26.9% | Reduced |
| Vestcor Inc | 979 | $17.0K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 790 | $13.9K | 0.00% | −598−43.1% | Reduced |
| Steward Partners Investment Advisory, LLC | 759 | $13.3K | 0.00% | −741−49.4% | Reduced |
| Harbor Capital Advisors, Inc. | 566 | $10.0K | 0.00% | −10−1.7% | Reduced |
| MAI Capital Management | 511 | $8.97K | 0.00% | +9+1.8% | Added |
| AdvisorNet Financial, Inc | 432 | $7.59K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 414 | $7.27K | 0.00% | +197+90.8% | Added |
| SageView Advisory Group, LLC | 412 | $7.23K | 0.00% | +412 | New |
| Glen Eagle Advisors, LLC | 400 | $7.02K | 0.00% | +400 | New |
| Front Row Advisors LLC | 374 | $6.71K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 346 | $6.08K | 0.00% | +130+60.2% | Added |
| UMA Financial Services, Inc. | 338 | $5.94K | 0.00% | 00.0% | Unchanged |
| Barrow Hanley Mewhinney & Strauss LLC | 335 | $5.88K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 329 | $5.78K | 0.00% | +201+157.0% | Added |
| IFP Advisors, Inc | 326 | $5.72K | 0.00% | +61+23.0% | Added |