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 |
|---|---|---|---|---|---|
| PFG Investments, LLC | 14,261 | $257.4K | 0.01% | +14,261 | New |
| Arizona State Retirement System | 14,312 | $258.3K | 0.00% | −99−0.7% | Reduced |
| Amundi | 14,554 | $262.7K | 0.00% | +14,554 | New |
| Royal Bank of Canada | 14,601 | $263.0K | 0.00% | +6,165+73.1% | Added |
| Police & Firemen's Retirement System of New Jersey | 14,573 | $263.0K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 15,018 | $271.0K | 0.00% | −391−2.5% | Reduced |
| WBI Investments | 15,484 | $279.5K | 0.08% | +432+2.9% | Added |
| Millington Securities, LLC | 15,484 | $279.5K | 0.08% | +15,484 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 15,612 | $281.8K | 0.00% | 00.0% | Unchanged |
| State Board of Administration of Florida Retirement System | 15,737 | $284.1K | 0.00% | 00.0% | Unchanged |
| State of Wisconsin Investment Board | 15,739 | $284.1K | 0.00% | +15,739 | New |
| HSBC Holdings PLC | 16,763 | $297.6K | 0.00% | −5,890−26.0% | Reduced |
| New York State Common Retirement Fund | 16,851 | $304.2K | 0.00% | 00.0% | Unchanged |
| Boothbay Fund Management, LLC | 17,160 | $309.7K | 0.01% | −530−3.0% | Reduced |
| Virginia Retirement Systems Et Al | 17,600 | $317.7K | 0.00% | −29,000−62.2% | Reduced |
| EntryPoint Capital, LLC | 17,911 | $323.3K | 0.09% | +17,911 | New |
| Envestnet Portfolio Solutions, Inc. | 19,488 | $351.8K | 0.00% | +7,440+61.8% | Added |
| CoreCap Advisors, LLC | 20,303 | $366.5K | 0.01% | −3,182−13.5% | Reduced |
| First Citizens Bank & Trust Co | 20,354 | $367.4K | 0.01% | +7,808+62.2% | Added |
| Diversified Trust Co | 20,608 | $372.0K | 0.01% | +2,462+13.6% | Added |
| Manufacturers Life Insurance Company, The | 20,714 | $373.9K | 0.00% | −1,193−5.4% | Reduced |
| Aquatic Capital Management LLC | 21,778 | $393.1K | 0.01% | −7,469−25.5% | Reduced |
| Brevan Howard Capital Management LP | 22,517 | $406.4K | 0.00% | −519−2.3% | Reduced |
| Truvestments Capital LLC | 23,051 | $416.1K | 0.08% | 00.0% | Unchanged |
| Louisiana State Employees Retirement System | 23,100 | $417.0K | 0.01% | −800−3.3% | Reduced |
| Janus Henderson Group PLC | 23,555 | $425.1K | 0.00% | 00.0% | Unchanged |
| Mirae Asset Global ETFs Holdings Ltd. | 24,618 | $444.4K | 0.00% | +271+1.1% | Added |
| XTX Topco Ltd | 25,932 | $468.1K | 0.01% | +25,932 | New |
| Krane Funds Advisors LLC | 28,778 | $518.0K | 0.02% | +6,180+27.3% | Added |
| State of Alaska, Department of Revenue | 29,104 | $524.0K | 0.01% | −617−2.1% | Reduced |
| Franklin Resources Inc | 29,344 | $529.7K | 0.00% | −12,306−29.5% | Reduced |
| MetLife Investment Management | 29,553 | $533.4K | 0.00% | +1,157+4.1% | Added |
| CWM Advisors, LLC | 29,733 | $536.7K | 0.03% | +2,639+9.7% | Added |
| Susquehanna International Group, LLP | 29,915 | $540.0K | 0.00% | +29,915 | New |
| Wells Fargo & Company | 30,120 | $543.7K | 0.00% | −36,559−54.8% | Reduced |
| Illinois Municipal Retirement Fund | 31,249 | $564.0K | 0.01% | +4,467+16.7% | Added |
| Man Group plc | 31,469 | $568.0K | 0.00% | +31,469 | New |
| Vanguard Asset Management, Ltd | 31,949 | $576.7K | 0.00% | +31,949 | New |
| Optimize Financial Inc | 32,595 | $588.3K | 0.29% | +32,595 | New |
| Capital Fund Management S.A. | 33,286 | $600.8K | 0.01% | −4,711−12.4% | Reduced |
| Thrivent Financial for Lutherans | 34,786 | $628.0K | 0.00% | −1,025−2.9% | Reduced |
| Horizon Investments, LLC | 36,485 | $644.3K | 0.01% | +1,716+4.9% | Added |
| Engineers Gate Manager LP | 36,310 | $655.4K | 0.01% | +6,991+23.8% | Added |
| Summit Global Investments | 37,522 | $677.0K | 0.04% | −1,617−4.1% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 40,815 | $715.2K | 0.01% | −9,528−18.9% | Reduced |
| Guggenheim Capital LLC | 41,477 | $748.7K | 0.01% | −11,600−21.9% | Reduced |
| Citigroup Inc | 41,666 | $752.1K | 0.00% | +10,621+34.2% | Added |
| Jump Financial, LLC | 43,184 | $779.5K | 0.01% | +43,184 | New |
| Freestone Grove Partners LP | 45,314 | $817.9K | 0.01% | +26,152+136.5% | Added |
| Quantinno Capital Management LP | 47,463 | $856.7K | 0.00% | +21,578+83.4% | Added |
| California State Teachers Retirement System | 48,090 | $868.0K | 0.00% | −391−0.8% | Reduced |
| Deutsche Bank AG | 48,344 | $872.6K | 0.00% | −101,774−67.8% | Reduced |
| Barclays PLC | 49,681 | $896.7K | 0.00% | −71,865−59.1% | Reduced |
| Marshall Wace, LLP | 52,131 | $941.0K | 0.00% | −34,219−39.6% | Reduced |
| Great West Life Assurance Co | 54,059 | $976.0K | 0.00% | +252+0.5% | Added |
| Prudential Financial Inc | 54,482 | $983.4K | 0.00% | +1,650+3.1% | Added |
| Algert Global LLC | 56,780 | $1.02M | 0.02% | −218,170−79.3% | Reduced |
| Mork Capital Management, LLC | 62,610 | $1.13M | 0.80% | 00.0% | Unchanged |
| Renaissance Technologies LLC | 63,900 | $1.15M | 0.00% | +63,900 | New |
| Cerity Partners LLC | 67,013 | $1.21M | 0.00% | +8,458+14.4% | Added |
| State of Tennessee, Treasury Department | 68,563 | $1.24M | 0.00% | +10,690+18.5% | Added |
| New York State Teachers Retirement System | 68,884 | $1.24M | 0.00% | −13,672−16.6% | Reduced |
| LPL Financial LLC | 70,232 | $1.27M | 0.00% | +23,891+51.6% | Added |
| Alliancebernstein L.P. | 72,428 | $1.27M | 0.00% | 00.0% | Unchanged |
| Kendall Capital Management | 70,705 | $1.28M | 0.26% | +5,835+9.0% | Added |
| Price T Rowe Associates Inc | 72,561 | $1.31M | 0.00% | +12,603+21.0% | Added |
| JPMorgan Chase & Co | 74,511 | $1.34M | 0.00% | −23,839−24.2% | Reduced |
| Beacon Financial Group | 75,991 | $1.37M | 0.14% | +74+0.1% | Added |
| Range Financial Group LLC | 80,999 | $1.46M | 0.49% | +5,117+6.7% | Added |
| BNP Paribas Arbitrage, SA | 81,455 | $1.47M | 0.00% | −215,257−72.5% | Reduced |
| Creative Planning | 96,177 | $1.74M | 0.00% | +40,529+72.8% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 99,247 | $1.79M | 0.00% | −19,955−16.7% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 102,526 | $1.85M | 0.00% | +270+0.3% | Added |
| Swiss National Bank | 102,800 | $1.86M | 0.00% | 00.0% | Unchanged |
| Vanguard Global Advisers, LLC | 109,422 | $1.98M | 0.00% | +109,422 | New |
| Clark Estates Inc | 113,000 | $2.04M | 0.49% | 00.0% | Unchanged |
| Raymond James Financial Inc | 115,297 | $2.08M | 0.00% | +10,139+9.6% | Added |
| Susquehanna Portfolio Strategies, LLC | 118,502 | $2.14M | 0.03% | +118,502 | New |
| Miller Value Partners, LLC | 120,000 | $2.17M | 0.57% | +50,000+71.4% | Added |
| Allianz Asset Management GmbH | 121,533 | $2.19M | 0.00% | +121,533 | New |
| Lido Advisors, LLC | 124,581 | $2.25M | 0.01% | −182,205−59.4% | Reduced |
| Legal & General Group Plc | 126,813 | $2.29M | 0.00% | −9,747−7.1% | Reduced |
| Landscape Capital Management, L.L.C. | 127,095 | $2.29M | 0.15% | +103,276+433.6% | Added |
| UBS Asset Management Americas Inc | 127,526 | $2.30M | 0.00% | +1,229+1.0% | Added |
| Sepio Capital, LP | 144,609 | $2.61M | 0.14% | −3,700−2.5% | Reduced |
| Inspire Advisors, LLC | 146,577 | $2.65M | 0.22% | +13,508+10.2% | Added |
| Squarepoint Ops LLC | 147,951 | $2.67M | 0.01% | +31,041+26.6% | Added |
| Nuveen, LLC | 148,218 | $2.68M | 0.00% | −366,431−71.2% | Reduced |
| Rhumbline Advisers | 148,383 | $2.68M | 0.00% | +2,423+1.7% | Added |
| Ameriprise Financial Inc | 149,493 | $2.70M | 0.00% | +56,145+60.1% | Added |
| Y-Intercept (Hong Kong) Ltd | 150,195 | $2.71M | 0.05% | +53,918+56.0% | Added |
| Citadel Advisors LLC | 155,885 | $2.81M | 0.00% | −139,200−47.2% | Reduced |
| Russell Investments Group, Ltd. | 170,403 | $3.08M | 0.00% | +8,654+5.4% | Added |
| Point72 Asset Management, L.P. | 173,582 | $3.13M | 0.01% | +173,582 | New |
| Millennium Management LLC | 179,399 | $3.24M | 0.00% | −212,181−54.2% | Reduced |
| Intech Investment Management LLC | 179,690 | $3.24M | 0.03% | +9,769+5.7% | Added |
| D. E. Shaw & Co., Inc. | 182,689 | $3.30M | 0.00% | −257,682−58.5% | Reduced |
| Public Sector Pension Investment Board | 186,415 | $3.36M | 0.01% | +5,820+3.2% | Added |
| Bank of America Corp | 194,819 | $3.52M | 0.00% | +18,758+10.7% | Added |
| First Trust Advisors LP | 196,526 | $3.55M | 0.00% | +71,598+57.3% | Added |