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 |
|---|---|---|---|---|---|
| Optimize Financial Inc | 32,595 | $588.3K | 0.29% | +32,595 | New |
| Vanguard Asset Management, Ltd | 31,949 | $576.7K | 0.00% | +31,949 | New |
| Man Group plc | 31,469 | $568.0K | 0.00% | +31,469 | New |
| Illinois Municipal Retirement Fund | 31,249 | $564.0K | 0.01% | +4,467+16.7% | Added |
| Wells Fargo & Company | 30,120 | $543.7K | 0.00% | −36,559−54.8% | Reduced |
| Susquehanna International Group, LLP | 29,915 | $540.0K | 0.00% | +29,915 | New |
| CWM Advisors, LLC | 29,733 | $536.7K | 0.03% | +2,639+9.7% | Added |
| MetLife Investment Management | 29,553 | $533.4K | 0.00% | +1,157+4.1% | Added |
| Franklin Resources Inc | 29,344 | $529.7K | 0.00% | −12,306−29.5% | Reduced |
| State of Alaska, Department of Revenue | 29,104 | $524.0K | 0.01% | −617−2.1% | Reduced |
| Krane Funds Advisors LLC | 28,778 | $518.0K | 0.02% | +6,180+27.3% | Added |
| XTX Topco Ltd | 25,932 | $468.1K | 0.01% | +25,932 | New |
| Mirae Asset Global ETFs Holdings Ltd. | 24,618 | $444.4K | 0.00% | +271+1.1% | Added |
| Janus Henderson Group PLC | 23,555 | $425.1K | 0.00% | 00.0% | Unchanged |
| Louisiana State Employees Retirement System | 23,100 | $417.0K | 0.01% | −800−3.3% | Reduced |
| Truvestments Capital LLC | 23,051 | $416.1K | 0.08% | 00.0% | Unchanged |
| Brevan Howard Capital Management LP | 22,517 | $406.4K | 0.00% | −519−2.3% | Reduced |
| Aquatic Capital Management LLC | 21,778 | $393.1K | 0.01% | −7,469−25.5% | Reduced |
| Manufacturers Life Insurance Company, The | 20,714 | $373.9K | 0.00% | −1,193−5.4% | Reduced |
| Diversified Trust Co | 20,608 | $372.0K | 0.01% | +2,462+13.6% | Added |
| First Citizens Bank & Trust Co | 20,354 | $367.4K | 0.01% | +7,808+62.2% | Added |
| CoreCap Advisors, LLC | 20,303 | $366.5K | 0.01% | −3,182−13.5% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 19,488 | $351.8K | 0.00% | +7,440+61.8% | Added |
| EntryPoint Capital, LLC | 17,911 | $323.3K | 0.09% | +17,911 | New |
| Virginia Retirement Systems Et Al | 17,600 | $317.7K | 0.00% | −29,000−62.2% | Reduced |
| Boothbay Fund Management, LLC | 17,160 | $309.7K | 0.01% | −530−3.0% | Reduced |
| New York State Common Retirement Fund | 16,851 | $304.2K | 0.00% | 00.0% | Unchanged |
| HSBC Holdings PLC | 16,763 | $297.6K | 0.00% | −5,890−26.0% | Reduced |
| State of Wisconsin Investment Board | 15,739 | $284.1K | 0.00% | +15,739 | New |
| State Board of Administration of Florida Retirement System | 15,737 | $284.1K | 0.00% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 15,612 | $281.8K | 0.00% | 00.0% | Unchanged |
| WBI Investments | 15,484 | $279.5K | 0.08% | +432+2.9% | Added |
| Millington Securities, LLC | 15,484 | $279.5K | 0.08% | +15,484 | New |
| Amalgamated Bank | 15,018 | $271.0K | 0.00% | −391−2.5% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 14,573 | $263.0K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 14,601 | $263.0K | 0.00% | +6,165+73.1% | Added |
| Amundi | 14,554 | $262.7K | 0.00% | +14,554 | New |
| Arizona State Retirement System | 14,312 | $258.3K | 0.00% | −99−0.7% | Reduced |
| PFG Investments, LLC | 14,261 | $257.4K | 0.01% | +14,261 | New |
| CIBC World Markets Inc. | 13,946 | $251.7K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 13,908 | $251.0K | 0.00% | −3,475−20.0% | Reduced |
| Yousif Capital Management, LLC | 13,855 | $250.1K | 0.00% | −261−1.8% | Reduced |
| Rafferty Asset Management, LLC | 13,750 | $248.2K | 0.00% | −5,453−28.4% | Reduced |
| Mangrove Partners | 13,603 | $245.5K | 0.02% | 00.0% | Unchanged |
| Two Sigma Investments, LP | 13,500 | $243.7K | 0.00% | +13,500 | New |
| Teachers Retirement System of the State of Kentucky | 13,151 | $237.0K | 0.00% | 00.0% | Unchanged |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 12,888 | $232.6K | 0.00% | −14−0.1% | Reduced |
| Optimist Retirement Group LLC | 12,454 | $224.8K | 0.10% | +12,454 | New |
| Alps Advisors Inc | 12,367 | $223.2K | 0.00% | −1,290−9.4% | Reduced |
| Fifth Third Bancorp | 12,303 | $222.1K | 0.00% | +12,027+4,357.6% | Added |
| Jefferies Financial Group Inc. | 12,211 | $220.4K | 0.00% | +12,211 | New |
| Wealth Enhancement Advisory Services, LLC | 12,391 | $217.2K | 0.00% | +12,391 | New |
| Toroso Investments, LLC | 12,013 | $216.8K | 0.00% | +224+1.9% | Added |
| Oregon Public Employees Retirement Fund | 11,916 | $215.1K | 0.00% | 00.0% | Unchanged |
| Vanguard Investments Australia, Ltd. | 11,817 | $213.3K | 0.00% | +11,817 | New |
| KLP Kapitalforvaltning AS | 11,800 | $213.0K | 0.00% | +1,100+10.3% | Added |
| Stephens Inc | 11,563 | $208.7K | 0.00% | +11,563 | New |
| Tower Research Capital LLC (TRC) | 11,122 | $200.8K | 0.01% | +9,938+839.4% | Added |
| CWM, LLC | 10,396 | $187.7K | 0.00% | −1,331−11.3% | Reduced |
| Skopos Labs, Inc. | 10,344 | $186.7K | 0.01% | +10,344 | New |
| Wolverine Asset Management LLC | 8,652 | $156.2K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 8,601 | $155.2K | 0.00% | +1,551+22.0% | Added |
| Simplex Trading, LLC | 6,609 | $119.3K | 0.00% | +1,894+40.2% | Added |
| Public Employees Retirement Association of Colorado | 6,390 | $115.0K | 0.00% | 00.0% | Unchanged |
| Palouse Capital Management, Inc. | 5,307 | $95.8K | 0.06% | −257−4.6% | Reduced |
| Ameritas Investment Partners, Inc. | 4,388 | $79.2K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 3,740 | $67.5K | 0.00% | +340+10.0% | Added |
| The PNC Financial Services Group, Inc. | 3,685 | $66.5K | 0.00% | +1,226+49.9% | Added |
| Hantz Financial Services, Inc. | 3,656 | $66.0K | 0.00% | +2,208+152.5% | Added |
| Advisor Group Holdings, Inc. | 2,901 | $52.4K | 0.00% | −3,326−53.4% | Reduced |
| GAMMA Investing LLC | 2,842 | $51.3K | 0.00% | +225+8.6% | Added |
| Pinnacle Wealth Planning Services, Inc. | 2,742 | $49.5K | 0.01% | +257+10.3% | Added |
| Security National Bank | 2,469 | $44.6K | 0.01% | 00.0% | Unchanged |
| KBC Group NV | 2,454 | $44.0K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 2,136 | $38.6K | 0.00% | +946+79.5% | Added |
| Nomura Asset Management Co Ltd | 1,500 | $27.1K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 1,263 | $22.8K | 0.00% | −834−39.8% | Reduced |
| Clearstead Advisors, LLC | 1,200 | $21.7K | 0.00% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 1,144 | $20.6K | 0.00% | −50,144−97.8% | Reduced |
| DekaBank Deutsche Girozentrale | 1,082 | $19.0K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 1,000 | $18.1K | 0.01% | 00.0% | Unchanged |
| Signaturefd, LLC | 772 | $13.9K | 0.00% | +443+134.7% | Added |
| Allworth Financial LP | 727 | $13.1K | 0.00% | +313+75.6% | Added |
| Rockefeller Capital Management L.P. | 569 | $10.3K | 0.00% | +436+327.8% | Added |
| NBC Securities, Inc. | 535 | $9.66K | 0.00% | +535 | New |
| MAI Capital Management | 522 | $9.41K | 0.00% | +11+2.2% | Added |
| Umb Bank N A | 511 | $9.22K | 0.00% | +457+846.3% | Added |
| Larson Financial Group LLC | 479 | $8.65K | 0.00% | +315+192.1% | Added |
| Covestor Ltd | 450 | $8.00K | 0.01% | −508−53.0% | Reduced |
| AdvisorNet Financial, Inc | 432 | $7.80K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 426 | $7.47K | 0.00% | +110+34.8% | Added |
| US Bancorp | 384 | $6.93K | 0.00% | +82+27.2% | Added |
| Front Row Advisors LLC | 374 | $6.75K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 357 | $6.44K | 0.00% | +11+3.2% | Added |
| Farther Finance Advisors, LLC | 350 | $6.26K | 0.00% | +150+75.0% | Added |
| UMA Financial Services, Inc. | 338 | $6.10K | 0.00% | 00.0% | Unchanged |
| Aster Capital Management (DIFC) Ltd | 253 | $6.06K | 0.00% | +253 | New |
| Barrow Hanley Mewhinney & Strauss LLC | 335 | $6.05K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 307 | $5.54K | 0.00% | +307 | New |
| IFP Advisors, Inc | 304 | $5.49K | 0.00% | −22−6.7% | Reduced |