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, Q1 2026
Institutional positions in Upbound Group, Inc. as of Mar 31, 2026. 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
- 240
- +5 vs. Q4 2025
- Shares held
- 56.0M
- +7.90M (+16.4%) vs. Q4 2025
- Total value
- $1.01B
- +$163.8M (+19.3%) vs. Q4 2025
- New holders
- 40
- 94 more added
- Sold out
- 35
- 68 more reduced
4 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding Upbound Group, Inc.; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 8,208,065 | $148.2M | 0.00% | +71,082+0.9% | Added |
| FMR LLC | 5,407,814 | $97.6M | 0.01% | +210,458+4.0% | Added |
| Vanguard Portfolio Management LLC | 3,939,142 | $71.1M | 0.00% | +3,939,142 | New |
| Ieq Capital, LLC | 3,903,686 | $70.5M | 0.33% | −197,547−4.8% | Reduced |
| Dimensional Fund Advisors LP | 2,394,770 | $43.2M | 0.01% | +327,203+15.8% | Added |
| LSV Asset Management | 2,313,279 | $41.8M | 0.09% | −202,000−8.0% | Reduced |
| State Street Corp | 2,296,489 | $41.5M | 0.00% | −114,035−4.7% | Reduced |
| Vanguard Capital Management LLC | 2,275,668 | $41.1M | 0.00% | +2,275,668 | New |
| Huber Capital Management LLC | 1,702,605 | $30.7M | 4.75% | −36,440−2.1% | Reduced |
| Goldman Sachs Group Inc | 1,376,972 | $24.9M | 0.00% | +650,028+89.4% | Added |
| Geode Capital Management, LLC | 1,354,984 | $24.5M | 0.00% | +75,884+5.9% | Added |
| Charles Schwab Investment Management Inc | 1,268,008 | $22.9M | 0.00% | +32,469+2.6% | Added |
| Wellington Management Group LLP | 1,256,080 | $22.7M | 0.00% | −59,592−4.5% | Reduced |
| Bragg Financial Advisors, Inc | 1,122,938 | $20.3M | 0.64% | +17,891+1.6% | Added |
| Bank of New York Mellon Corp | 855,176 | $15.4M | 0.00% | −14,622−1.7% | Reduced |
| Morgan Stanley | 783,721 | $14.1M | 0.00% | −24,656−3.1% | Reduced |
| Hotchkis & Wiley Capital Management LLC | 737,660 | $13.3M | 0.04% | +675,660+1,089.8% | Added |
| Kennedy Capital Management, Inc. | 669,071 | $12.1M | 0.26% | −3,218−0.5% | Reduced |
| Northern Trust Corp | 602,160 | $10.9M | 0.00% | +7,119+1.2% | Added |
| Balyasny Asset Management LLC | 596,702 | $10.8M | 0.02% | +155,351+35.2% | Added |
| Invesco Ltd. | 531,825 | $9.60M | 0.00% | −16,805−3.1% | Reduced |
| Pacer Advisors, Inc. | 413,005 | $7.46M | 0.02% | +413,005 | New |
| Bridgeway Capital Management, LLC | 363,941 | $6.57M | 0.13% | +16,090+4.6% | Added |
| Victory Capital Management Inc | 363,747 | $6.57M | 0.00% | +1,140+0.3% | Added |
| Vanguard Fiduciary Trust Co | 344,341 | $6.22M | 0.00% | +344,341 | New |
| American Century Companies Inc | 342,949 | $6.19M | 0.00% | +74,544+27.8% | Added |
| Principal Financial Group Inc | 303,918 | $5.49M | 0.00% | +55,199+22.2% | Added |
| AQR Capital Management LLC | 287,314 | $5.19M | 0.00% | −46,101−13.8% | Reduced |
| CSM Advisors, LLC | 285,978 | $5.16M | 0.13% | +33,993+13.5% | Added |
| Trexquant Investment LP | 274,266 | $4.95M | 0.04% | +196,658+253.4% | Added |
| Peregrine Capital Management LLC | 273,370 | $4.93M | 0.18% | +273,370 | New |
| Advisors Asset Management, Inc. | 263,823 | $4.76M | 0.08% | +101,605+62.6% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 258,815 | $4.67M | 0.01% | −23,505−8.3% | Reduced |
| Panagora Asset Management Inc | 252,214 | $4.55M | 0.02% | −76,539−23.3% | Reduced |
| Qube Research & Technologies Ltd | 245,468 | $4.43M | 0.01% | −305,183−55.4% | Reduced |
| SEI Investments Co | 244,848 | $4.42M | 0.00% | +174,682+249.0% | Added |
| Empowered Funds, LLC | 240,726 | $4.35M | 0.03% | +25,875+12.0% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 231,337 | $4.18M | 0.01% | −70,569−23.4% | Reduced |
| UBS Group AG | 220,238 | $3.98M | 0.00% | +143,240+186.0% | Added |
| First Trust Advisors LP | 196,526 | $3.55M | 0.00% | +71,598+57.3% | Added |
| Bank of America Corp | 194,819 | $3.52M | 0.00% | +18,758+10.7% | Added |
| Public Sector Pension Investment Board | 186,415 | $3.36M | 0.01% | +5,820+3.2% | Added |
| D. E. Shaw & Co., Inc. | 182,689 | $3.30M | 0.00% | −257,682−58.5% | Reduced |
| Intech Investment Management LLC | 179,690 | $3.24M | 0.03% | +9,769+5.7% | Added |
| Millennium Management LLC | 179,399 | $3.24M | 0.00% | −212,181−54.2% | Reduced |
| Point72 Asset Management, L.P. | 173,582 | $3.13M | 0.01% | +173,582 | New |
| Russell Investments Group, Ltd. | 170,403 | $3.08M | 0.00% | +8,654+5.4% | Added |
| Citadel Advisors LLC | 155,885 | $2.81M | 0.00% | −139,200−47.2% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 150,195 | $2.71M | 0.05% | +53,918+56.0% | Added |
| Ameriprise Financial Inc | 149,493 | $2.70M | 0.00% | +56,145+60.1% | Added |
| Rhumbline Advisers | 148,383 | $2.68M | 0.00% | +2,423+1.7% | Added |
| Nuveen, LLC | 148,218 | $2.68M | 0.00% | −366,431−71.2% | Reduced |
| Squarepoint Ops LLC | 147,951 | $2.67M | 0.01% | +31,041+26.6% | Added |
| Inspire Advisors, LLC | 146,577 | $2.65M | 0.22% | +13,508+10.2% | Added |
| Sepio Capital, LP | 144,609 | $2.61M | 0.14% | −3,700−2.5% | Reduced |
| UBS Asset Management Americas Inc | 127,526 | $2.30M | 0.00% | +1,229+1.0% | Added |
| Landscape Capital Management, L.L.C. | 127,095 | $2.29M | 0.15% | +103,276+433.6% | Added |
| Legal & General Group Plc | 126,813 | $2.29M | 0.00% | −9,747−7.1% | Reduced |
| Lido Advisors, LLC | 124,581 | $2.25M | 0.01% | −182,205−59.4% | Reduced |
| Allianz Asset Management GmbH | 121,533 | $2.19M | 0.00% | +121,533 | New |
| Miller Value Partners, LLC | 120,000 | $2.17M | 0.57% | +50,000+71.4% | Added |
| Susquehanna Portfolio Strategies, LLC | 118,502 | $2.14M | 0.03% | +118,502 | New |
| Raymond James Financial Inc | 115,297 | $2.08M | 0.00% | +10,139+9.6% | Added |
| Clark Estates Inc | 113,000 | $2.04M | 0.49% | 00.0% | Unchanged |
| Vanguard Global Advisers, LLC | 109,422 | $1.98M | 0.00% | +109,422 | New |
| Swiss National Bank | 102,800 | $1.86M | 0.00% | 00.0% | Unchanged |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 102,526 | $1.85M | 0.00% | +270+0.3% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 99,247 | $1.79M | 0.00% | −19,955−16.7% | Reduced |
| Creative Planning | 96,177 | $1.74M | 0.00% | +40,529+72.8% | Added |
| BNP Paribas Arbitrage, SA | 81,455 | $1.47M | 0.00% | −215,257−72.5% | Reduced |
| Range Financial Group LLC | 80,999 | $1.46M | 0.49% | +5,117+6.7% | Added |
| Beacon Financial Group | 75,991 | $1.37M | 0.14% | +74+0.1% | Added |
| JPMorgan Chase & Co | 74,511 | $1.34M | 0.00% | −23,839−24.2% | Reduced |
| Price T Rowe Associates Inc | 72,561 | $1.31M | 0.00% | +12,603+21.0% | Added |
| Kendall Capital Management | 70,705 | $1.28M | 0.26% | +5,835+9.0% | Added |
| Alliancebernstein L.P. | 72,428 | $1.27M | 0.00% | 00.0% | Unchanged |
| LPL Financial LLC | 70,232 | $1.27M | 0.00% | +23,891+51.6% | Added |
| New York State Teachers Retirement System | 68,884 | $1.24M | 0.00% | −13,672−16.6% | Reduced |
| State of Tennessee, Treasury Department | 68,563 | $1.24M | 0.00% | +10,690+18.5% | Added |
| Cerity Partners LLC | 67,013 | $1.21M | 0.00% | +8,458+14.4% | Added |
| Renaissance Technologies LLC | 63,900 | $1.15M | 0.00% | +63,900 | New |
| Mork Capital Management, LLC | 62,610 | $1.13M | 0.80% | 00.0% | Unchanged |
| Algert Global LLC | 56,780 | $1.02M | 0.02% | −218,170−79.3% | Reduced |
| Prudential Financial Inc | 54,482 | $983.4K | 0.00% | +1,650+3.1% | Added |
| Great West Life Assurance Co | 54,059 | $976.0K | 0.00% | +252+0.5% | Added |
| Marshall Wace, LLP | 52,131 | $941.0K | 0.00% | −34,219−39.6% | Reduced |
| Barclays PLC | 49,681 | $896.7K | 0.00% | −71,865−59.1% | Reduced |
| Deutsche Bank AG | 48,344 | $872.6K | 0.00% | −101,774−67.8% | Reduced |
| California State Teachers Retirement System | 48,090 | $868.0K | 0.00% | −391−0.8% | Reduced |
| Quantinno Capital Management LP | 47,463 | $856.7K | 0.00% | +21,578+83.4% | Added |
| Freestone Grove Partners LP | 45,314 | $817.9K | 0.01% | +26,152+136.5% | Added |
| Jump Financial, LLC | 43,184 | $779.5K | 0.01% | +43,184 | New |
| Citigroup Inc | 41,666 | $752.1K | 0.00% | +10,621+34.2% | Added |
| Guggenheim Capital LLC | 41,477 | $748.7K | 0.01% | −11,600−21.9% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 40,815 | $715.2K | 0.01% | −9,528−18.9% | Reduced |
| Summit Global Investments | 37,522 | $677.0K | 0.04% | −1,617−4.1% | Reduced |
| Engineers Gate Manager LP | 36,310 | $655.4K | 0.01% | +6,991+23.8% | Added |
| Horizon Investments, LLC | 36,485 | $644.3K | 0.01% | +1,716+4.9% | Added |
| Thrivent Financial for Lutherans | 34,786 | $628.0K | 0.00% | −1,025−2.9% | Reduced |
| Capital Fund Management S.A. | 33,286 | $600.8K | 0.01% | −4,711−12.4% | Reduced |