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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.

Institutional holdersQ4 2025: 239 institutions
Q1 2021: 270 institutionsQ2 2021: 284 institutionsQ3 2021: 271 institutionsQ4 2021: 247 institutionsQ1 2022: 224 institutionsQ2 2022: 220 institutionsQ3 2022: 216 institutionsQ4 2022: 206 institutionsQ1 2023: 204 institutionsQ2 2023: 220 institutionsQ3 2023: 215 institutionsQ4 2023: 233 institutionsQ1 2024: 242 institutionsQ2 2024: 248 institutionsQ3 2024: 246 institutionsQ4 2024: 241 institutionsQ1 2025: 243 institutionsQ2 2025: 256 institutionsQ3 2025: 262 institutionsQ4 2025: 239 institutionsQ1 2026: 240 institutionsQ2 2026: 259 institutions
Value heldQ4 2025: $972.3M
Q1 2021: $2.90BQ2 2021: $2.77BQ3 2021: $2.86BQ4 2021: $2.32BQ1 2022: $1.30BQ2 2022: $966.4MQ3 2022: $833.7MQ4 2022: $1.11BQ1 2023: $1.17BQ2 2023: $1.52BQ3 2023: $1.33BQ4 2023: $1.52BQ1 2024: $1.62BQ2 2024: $1.53BQ3 2024: $1.45BQ4 2024: $1.36BQ1 2025: $1.15BQ2 2025: $1.33BQ3 2025: $1.27BQ4 2025: $972.3MQ1 2026: $1.01BQ2 2026: $1.23B
Institutions holding UPBD and their total value by quarter
QuarterHoldersValue
Q2 2026259$1.23B
Q1 2026240$1.01B
Q4 2025239$972.3M
Q3 2025262$1.27B
Q2 2025256$1.33B
Q1 2025243$1.15B
Q4 2024241$1.36B
Q3 2024246$1.45B
Q2 2024248$1.53B
Q1 2024242$1.62B
Q4 2023233$1.52B
Q3 2023215$1.33B
Q2 2023220$1.52B
Q1 2023204$1.17B
Q4 2022206$1.11B
Q3 2022216$833.7M
Q2 2022220$966.4M
Q1 2022224$1.30B
Q4 2021247$2.32B
Q3 2021271$2.86B
Q2 2021284$2.77B
Q1 2021270$2.90B

Institutions, Q4 2025

Shares, value and share of portfolio for each institution holding Upbound Group, Inc.; share changes are against Q3 2025.

Institutions holding UPBD in Q4 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Salomon & Ludwin, LLC316$5.57K0.00%−148−31.9%Reduced
US Bancorp302$5.30K0.00%−23−7.1%Reduced
Fifth Third Bancorp276$4.85K0.00%−45−14.0%Reduced
Private Wealth Asset Management, LLC269$4.72K0.00%00.0%Unchanged
True Wealth Design, LLC240$4.21K0.00%−92−27.7%Reduced
Bessemer Group Inc259$4.00K0.00%−116−30.9%Reduced
Farther Finance Advisors, LLC200$3.51K0.00%−794−79.9%Reduced
Larson Financial Group LLC164$2.88K0.00%+139+556.0%Added
Smartleaf Asset Management LLC158$2.78K0.00%−197−55.5%Reduced
Rothschild Investment LLC155$2.72K0.00%+85+121.4%Added
SBI Securities Co., Ltd.147$2.58K0.00%+31+26.7%Added
Rockefeller Capital Management L.P.133$2.34K0.00%−25−15.8%Reduced
Quadrant Capital Group LLC132$2.32K0.00%−1,828−93.3%Reduced
Bare Financial Services, Inc116$2.04K0.00%+94+427.3%Added
Parkside Financial Bank & Trust107$1.88K0.00%+5+4.9%Added
Essential Partners LLC67$1.18K0.00%−244−78.5%Reduced
Stone House Investment Management, LLC58$1.02K0.00%−25−30.1%Reduced
Cedar Mountain Advisors, LLC56$9830.00%+47+522.2%Added
Umb Bank N A54$9480.00%−157−74.4%Reduced
Northwestern Mutual Wealth Management Co52$9130.00%+52New
Hilton Head Capital Partners, LLC51$8960.00%+51New
Farmers & Merchants Investments Inc35$6150.00%00.0%Unchanged
Jones Financial Companies LLLP32$5620.00%−1,115−97.2%Reduced
Cornerstone Financial Management LLC29$5090.00%+29New
Godfrey Financial Associates, Inc.25$4390.00%+25New
Gunpowder Capital Management, LLC dba Oliver Wealth Management25$4390.00%+25New
Paladin Partners, LLC25$4390.00%+25New
Sunbelt Securities, Inc.21$3690.00%+16+320.0%Added
Trust Co16$2810.00%+16New
Manchester Capital Management LLC15$2640.00%+15New
CIBC Private Wealth Group, LLC12$2110.00%+12New
Transamerica Financial Advisors, Inc.8$1440.00%+8New
Ankerstar Wealth, LLC7$1230.00%+7New
Massmutual Trust Co FSB4$700.00%−95−96.0%Reduced
SJS Investment Consulting Inc.3$530.00%+3New
Gilpin Wealth Management, LLC3$530.00%+3New
Dunhill Financial, LLC1$240.00%+1New
Global Retirement Partners, LLC0$10.00%0Unchanged
Capital Advisors, Ltd. LLC12$00.00%−59−83.1%Reduced
Fuller & Thaler Asset Management, Inc.0$00.00%−384,052−100.0%Sold out
Brandywine Global Investment Management, LLC0$00.00%−149,476−100.0%Sold out
Voloridge Investment Management, LLC0$00.00%−127,985−100.0%Sold out
Bridgewater Associates, LP0$00.00%−123,302−100.0%Sold out
Allianz Asset Management GmbH0$00.00%−87,610−100.0%Sold out
Teacher Retirement System of Texas0$00.00%−70,907−100.0%Sold out
New Century Financial Group, LLC0$00.00%−46,951−100.0%Sold out
Susquehanna International Group, LLP0$00.00%−45,182−100.0%Sold out
Interval Partners, LP0$00.00%−33,276−100.0%Sold out
ExodusPoint Capital Management, LP0$00.00%−28,168−100.0%Sold out
Schonfeld Strategic Advisors LLC0$00.00%−26,242−100.0%Sold out
EntryPoint Capital, LLC0$00.00%−22,952−100.0%Sold out
Fox Run Management, L.L.C.0$00.00%−21,305−100.0%Sold out
Campbell & CO Investment Adviser LLC0$00.00%−19,734−100.0%Sold out
Dynamic Technology Lab Private Ltd0$00.00%−19,540−100.0%Sold out
Walleye Capital LLC0$00.00%−17,754−100.0%Sold out
Arrowstreet Capital, Limited Partnership0$00.00%−15,615−100.0%Sold out
O'Shaughnessy Asset Management, LLC0$00.00%−13,998−100.0%Sold out
FourThought Financial Partners, LLC0$00.00%−13,997−100.0%Sold out
XTX Topco Ltd0$00.00%−13,631−100.0%Sold out
Virtu Financial LLC0$00.00%−12,693−100.0%Sold out
Optimist Retirement Group LLC0$00.00%−10,910−100.0%Sold out
Prelude Capital Management, LLC0$00.00%−10,737−100.0%Sold out
Keebeck Alpha, LP0$00.00%−10,543−100.0%Sold out
Cetera Investment Advisers0$00.00%−9,743−100.0%Sold out
Jupiter Asset Management Ltd0$00.00%−9,544−100.0%Sold out
Entropy Technologies, LP0$00.00%−9,487−100.0%Sold out
Handelsbanken Fonder AB0$00.00%−9,452−100.0%Sold out
HRT Financial LP0$00.00%−9,407−100.0%Sold out
Moody National Bank Trust Division0$00.00%−8,775−100.0%Sold out
Sender Co & Partners, Inc.0$00.00%−8,635−100.0%Sold out
State of Wyoming0$00.00%−8,094−100.0%Sold out
Virtus ETF Advisers LLC0$00.00%−5,506−100.0%Sold out
Harbour Investments, Inc.0$00.00%−3,257−100.0%Sold out
FNY Investment Advisers, LLC0$00.00%−1,365−100.0%Sold out
Caitong International Asset Management Co., Ltd0$00.00%−942−100.0%Sold out
Financial Management Professionals, Inc.0$00.00%−854−100.0%Sold out
Ronald Blue Trust, Inc.0$00.00%−795−100.0%Sold out
Point72 Asset Management, L.P.0$00.00%−700−100.0%Sold out
Ameritas Advisory Services, LLC0$00.00%−675−100.0%Sold out
Aster Capital Management (DIFC) Ltd0$00.00%−357−100.0%Sold out
Advisory Services Network, LLC0$00.00%−300−100.0%Sold out
Main Street Group, LTD0$00.00%−240−100.0%Sold out
Wealthspire Advisors, LLC0$00.00%−200−100.0%Sold out
Parallel Advisors, LLC0$00.00%−102−100.0%Sold out
Fortitude Family Office, LLC0$00.00%−70−100.0%Sold out
Huntington National Bank0$00.00%−40−100.0%Sold out
Raffa Wealth Management, LLC0$00.00%−21−100.0%Sold out
Atlantic Trust, LLC0$00.00%−18−100.0%Sold out
Root Financial Partners, LLC0$00.00%−12−100.0%Sold out
Dogwood Wealth Management LLC0$00.00%−8−100.0%Sold out
Bear Mountain Capital, Inc.0$00.00%−8−100.0%Sold out
New Millennium Group LLC0$00.00%−7−100.0%Sold out
DiNuzzo Private Wealth, Inc.0$00.00%−4−100.0%Sold out
JFS Wealth Advisors, LLC0$00.00%−3−100.0%Sold out
Rialto Wealth Management, LLC0$00.00%−1−100.0%Sold out
Bay Harbor Wealth Management, LLC0$00.00%−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