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 |
|---|---|---|---|---|---|
| UBS Group AG | 220,238 | $3.98M | 0.00% | +143,240+186.0% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 231,337 | $4.18M | 0.01% | −70,569−23.4% | Reduced |
| Empowered Funds, LLC | 240,726 | $4.35M | 0.03% | +25,875+12.0% | Added |
| SEI Investments Co | 244,848 | $4.42M | 0.00% | +174,682+249.0% | Added |
| Qube Research & Technologies Ltd | 245,468 | $4.43M | 0.01% | −305,183−55.4% | Reduced |
| Panagora Asset Management Inc | 252,214 | $4.55M | 0.02% | −76,539−23.3% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 258,815 | $4.67M | 0.01% | −23,505−8.3% | Reduced |
| Advisors Asset Management, Inc. | 263,823 | $4.76M | 0.08% | +101,605+62.6% | Added |
| Peregrine Capital Management LLC | 273,370 | $4.93M | 0.18% | +273,370 | New |
| Trexquant Investment LP | 274,266 | $4.95M | 0.04% | +196,658+253.4% | Added |
| CSM Advisors, LLC | 285,978 | $5.16M | 0.13% | +33,993+13.5% | Added |
| AQR Capital Management LLC | 287,314 | $5.19M | 0.00% | −46,101−13.8% | Reduced |
| Principal Financial Group Inc | 303,918 | $5.49M | 0.00% | +55,199+22.2% | Added |
| American Century Companies Inc | 342,949 | $6.19M | 0.00% | +74,544+27.8% | Added |
| Vanguard Fiduciary Trust Co | 344,341 | $6.22M | 0.00% | +344,341 | New |
| Victory Capital Management Inc | 363,747 | $6.57M | 0.00% | +1,140+0.3% | Added |
| Bridgeway Capital Management, LLC | 363,941 | $6.57M | 0.13% | +16,090+4.6% | Added |
| Pacer Advisors, Inc. | 413,005 | $7.46M | 0.02% | +413,005 | New |
| Invesco Ltd. | 531,825 | $9.60M | 0.00% | −16,805−3.1% | Reduced |
| Balyasny Asset Management LLC | 596,702 | $10.8M | 0.02% | +155,351+35.2% | Added |
| Northern Trust Corp | 602,160 | $10.9M | 0.00% | +7,119+1.2% | Added |
| Kennedy Capital Management, Inc. | 669,071 | $12.1M | 0.26% | −3,218−0.5% | Reduced |
| Hotchkis & Wiley Capital Management LLC | 737,660 | $13.3M | 0.04% | +675,660+1,089.8% | Added |
| Morgan Stanley | 783,721 | $14.1M | 0.00% | −24,656−3.1% | Reduced |
| Bank of New York Mellon Corp | 855,176 | $15.4M | 0.00% | −14,622−1.7% | Reduced |
| Bragg Financial Advisors, Inc | 1,122,938 | $20.3M | 0.64% | +17,891+1.6% | Added |
| Wellington Management Group LLP | 1,256,080 | $22.7M | 0.00% | −59,592−4.5% | Reduced |
| Charles Schwab Investment Management Inc | 1,268,008 | $22.9M | 0.00% | +32,469+2.6% | Added |
| Geode Capital Management, LLC | 1,354,984 | $24.5M | 0.00% | +75,884+5.9% | Added |
| Goldman Sachs Group Inc | 1,376,972 | $24.9M | 0.00% | +650,028+89.4% | Added |
| Huber Capital Management LLC | 1,702,605 | $30.7M | 4.75% | −36,440−2.1% | Reduced |
| Vanguard Capital Management LLC | 2,275,668 | $41.1M | 0.00% | +2,275,668 | New |
| State Street Corp | 2,296,489 | $41.5M | 0.00% | −114,035−4.7% | Reduced |
| LSV Asset Management | 2,313,279 | $41.8M | 0.09% | −202,000−8.0% | Reduced |
| Dimensional Fund Advisors LP | 2,394,770 | $43.2M | 0.01% | +327,203+15.8% | Added |
| Ieq Capital, LLC | 3,903,686 | $70.5M | 0.33% | −197,547−4.8% | Reduced |
| Vanguard Portfolio Management LLC | 3,939,142 | $71.1M | 0.00% | +3,939,142 | New |
| FMR LLC | 5,407,814 | $97.6M | 0.01% | +210,458+4.0% | Added |
| BlackRock, Inc. | 8,208,065 | $148.2M | 0.00% | +71,082+0.9% | Added |
| SRS Capital Advisors, Inc. | 55 | – | – | −1,542−96.6% | Reduced |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −103,873−100.0% | Sold out |
| Western Standard LLC | 0 | $0 | 0.00% | −100,000−100.0% | Sold out |
| Segall Bryant & Hamill, LLC | 0 | $0 | 0.00% | −86,887−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −62,872−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −44,520−100.0% | Sold out |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −36,932−100.0% | Sold out |
| Vident Advisory, LLC | 0 | $0 | 0.00% | −33,108−100.0% | Sold out |
| Voya Investment Management LLC | 0 | $0 | 0.00% | −29,675−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −27,031−100.0% | Sold out |
| Quest Partners LLC | 0 | $0 | 0.00% | −21,362−100.0% | Sold out |
| Fiduciary Financial Group, LLC | 0 | $0 | 0.00% | −17,813−100.0% | Sold out |
| Inceptionr LLC | 0 | $0 | 0.00% | −17,468−100.0% | Sold out |
| Headlands Technologies LLC | 0 | $0 | 0.00% | −17,028−100.0% | Sold out |
| Hancock Whitney Corp | 0 | $0 | 0.00% | −16,745−100.0% | Sold out |
| TrueMark Investments, LLC | 0 | $0 | 0.00% | −15,541−100.0% | Sold out |
| Exchange Traded Concepts, LLC | 0 | $0 | 0.00% | −14,423−100.0% | Sold out |
| Caxton Associates LLP | 0 | $0 | 0.00% | −13,767−100.0% | Sold out |
| Aristeia Capital LLC | 0 | $0 | 0.00% | −12,477−100.0% | Sold out |
| MQS Management LLC | 0 | $0 | 0.00% | −11,844−100.0% | Sold out |
| PharVision Advisers, LLC | 0 | $0 | 0.00% | −11,678−100.0% | Sold out |
| SummitTX Capital, L.P. | 0 | $0 | 0.00% | −10,625−100.0% | Sold out |
| DRW Securities, LLC | 0 | $0 | 0.00% | −10,602−100.0% | Sold out |
| Swiss Life Asset Management Ltd | 0 | $0 | 0.00% | −10,443−100.0% | Sold out |
| ProShare Advisors LLC | 0 | $0 | 0.00% | −10,205−100.0% | Sold out |
| Lazard Asset Management LLC | 0 | $0 | 0.00% | −10,038−100.0% | Sold out |
| STRS Ohio | 0 | $0 | 0.00% | −9,500−100.0% | Sold out |
| Canada Pension Plan Investment Board | 0 | $0 | 0.00% | −3,800−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −1,900−100.0% | Sold out |
| Vestcor Inc | 0 | $0 | 0.00% | −979−100.0% | Sold out |
| Harbor Capital Advisors, Inc. | 0 | $0 | 0.00% | −566−100.0% | Sold out |
| SageView Advisory Group, LLC | 0 | $0 | 0.00% | −412−100.0% | Sold out |
| Glen Eagle Advisors, LLC | 0 | $0 | 0.00% | −400−100.0% | Sold out |
| Northwestern Mutual Wealth Management Co | 0 | $0 | 0.00% | −52−100.0% | Sold out |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 0 | $0 | 0.00% | −25−100.0% | Sold out |
| Manchester Capital Management LLC | 0 | $0 | 0.00% | −15−100.0% | Sold out |
| Vanguard Group Inc | – | – | – | – | Not filed |
| Comerica Bank | – | – | – | – | Not filed |
| CIBC Private Wealth Group, LLC | – | – | – | – | Not filed |
| Global Retirement Partners, LLC | – | – | – | – | Not filed |