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, Q2 2026
Institutional positions in Upbound Group, Inc. as of Jun 30, 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
- 259
- +24 vs. Q1 2026
- Shares held
- 58.0M
- +2.09M (+3.7%) vs. Q1 2026
- Total value
- $1.23B
- +$222.6M (+22.0%) vs. Q1 2026
- New holders
- 41
- 108 more added
- Sold out
- 17
- 69 more reduced
5 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: 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, Q2 2026
Shares, value and share of portfolio for each institution holding Upbound Group, Inc.; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Teachers Retirement System of the State of Kentucky | 13,151 | $279.0K | 0.00% | 00.0% | Unchanged |
| CIBC World Markets Inc. | 13,632 | $289.3K | 0.00% | −314−2.3% | Reduced |
| Yousif Capital Management, LLC | 13,866 | $294.2K | 0.00% | +11+0.1% | Added |
| Amalgamated Bank | 14,183 | $301.0K | 0.00% | −835−5.6% | Reduced |
| Arizona State Retirement System | 14,433 | $306.3K | 0.00% | +121+0.8% | Added |
| Brevan Howard Capital Management LP | 14,801 | $314.1K | 0.00% | −7,716−34.3% | Reduced |
| Nisa Investment Advisors, LLC | 14,572 | $314.5K | 0.00% | +664+4.8% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 15,612 | $331.3K | 0.00% | 00.0% | Unchanged |
| State Board of Administration of Florida Retirement System | 15,737 | $333.9K | 0.00% | 00.0% | Unchanged |
| Krane Funds Advisors LLC | 15,987 | $339.2K | 0.01% | −12,791−44.4% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 16,860 | $357.8K | 0.00% | +2,287+15.7% | Added |
| CoreCap Advisors, LLC | 17,404 | $369.3K | 0.01% | −2,899−14.3% | Reduced |
| Virginia Retirement Systems Et Al | 17,900 | $379.8K | 0.00% | +300+1.7% | Added |
| Envestnet Portfolio Solutions, Inc. | 18,499 | $392.5K | 0.00% | −989−5.1% | Reduced |
| BNP Paribas Arbitrage, SA | 18,579 | $394.2K | 0.00% | −62,876−77.2% | Reduced |
| Rafferty Asset Management, LLC | 18,820 | $399.4K | 0.00% | +5,070+36.9% | Added |
| First Citizens Bank & Trust Co | 19,365 | $410.9K | 0.01% | −989−4.9% | Reduced |
| Quadrature Capital Ltd | 19,953 | $423.4K | 0.00% | +19,953 | New |
| State of Alaska, Department of Revenue | 20,463 | $433.0K | 0.00% | −8,641−29.7% | Reduced |
| Manufacturers Life Insurance Company, The | 20,667 | $438.6K | 0.00% | −47−0.2% | Reduced |
| Aquatic Capital Management LLC | 21,277 | $451.5K | 0.02% | −501−2.3% | Reduced |
| New York State Common Retirement Fund | 21,651 | $459.4K | 0.00% | +4,800+28.5% | Added |
| Voya Investment Management LLC | 21,676 | $460.0K | 0.00% | +21,676 | New |
| Redhawk Wealth Advisors, Inc. | 22,236 | $471.8K | 0.05% | +22,236 | New |
| Freestone Grove Partners LP | 22,574 | $479.0K | 0.00% | −22,740−50.2% | Reduced |
| PFG Investments, LLC | 22,708 | $481.9K | 0.02% | +8,447+59.2% | Added |
| Louisiana State Employees Retirement System | 23,000 | $488.1K | 0.01% | −100−0.4% | Reduced |
| Truvestments Capital LLC | 23,051 | $489.1K | 0.07% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 23,495 | $498.6K | 0.00% | −6,420−21.5% | Reduced |
| Jupiter Topco LLC | 23,555 | $499.7K | 0.00% | +23,555 | New |
| Winton Group Ltd | 24,700 | $524.1K | 0.02% | +24,700 | New |
| Mirae Asset Global ETFs Holdings Ltd. | 25,335 | $537.6K | 0.00% | +717+2.9% | Added |
| Mariner, LLC | 26,048 | $552.7K | 0.00% | +26,048 | New |
| Blueshift Asset Management, LLC | 26,864 | $570.1K | 0.13% | +26,864 | New |
| Diversified Trust Co | 28,489 | $604.5K | 0.01% | +7,881+38.2% | Added |
| Wealth Enhancement Advisory Services, LLC | 29,413 | $622.4K | 0.00% | +17,022+137.4% | Added |
| Illinois Municipal Retirement Fund | 29,660 | $629.4K | 0.01% | −1,589−5.1% | Reduced |
| Mercer Global Advisors Inc | 30,530 | $647.8K | 0.00% | +30,530 | New |
| Amundi | 30,726 | $652.0K | 0.00% | +16,172+111.1% | Added |
| Vinva Investment Management Ltd | 21,678 | $657.2K | 0.00% | +21,678 | New |
| MetLife Investment Management | 32,350 | $686.5K | 0.00% | +2,797+9.5% | Added |
| Optimize Financial Inc | 32,482 | $689.3K | 0.25% | −113−0.3% | Reduced |
| Sound Capital Solutions LLC | 32,482 | $689.3K | 0.16% | +32,482 | New |
| Citigroup Inc | 32,590 | $691.6K | 0.00% | −9,076−21.8% | Reduced |
| CWM Advisors, LLC | 32,830 | $696.7K | 0.03% | +3,097+10.4% | Added |
| Franklin Resources Inc | 33,086 | $702.1K | 0.00% | +3,742+12.8% | Added |
| Thrivent Financial for Lutherans | 34,452 | $731.0K | 0.00% | −334−1.0% | Reduced |
| Summit Global Investments | 36,700 | $779.0K | 0.04% | −822−2.2% | Reduced |
| Colony Group, LLC | 37,140 | $788.5K | 0.00% | +37,140 | New |
| Y-Intercept (Hong Kong) Ltd | 37,945 | $805.2K | 0.02% | −112,250−74.7% | Reduced |
| HSBC Holdings PLC | 39,836 | $838.1K | 0.00% | +23,073+137.6% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 41,530 | $881.3K | 0.00% | −57,717−58.2% | Reduced |
| Horizon Investments, LLC | 41,862 | $888.3K | 0.01% | +5,377+14.7% | Added |
| Vanguard Asset Management, Ltd | 42,271 | $897.0K | 0.00% | +10,322+32.3% | Added |
| SG Americas Securities, LLC | 42,320 | $898.0K | 0.00% | +42,320 | New |
| Squarepoint Ops LLC | 46,588 | $988.6K | 0.00% | −101,363−68.5% | Reduced |
| Kestra Private Wealth Services, LLC | 47,828 | $1.01M | 0.01% | +47,828 | New |
| Capital Fund Management S.A. | 48,430 | $1.03M | 0.01% | +15,144+45.5% | Added |
| Great West Life Assurance Co | 53,604 | $1.14M | 0.00% | −455−0.8% | Reduced |
| EntryPoint Capital, LLC | 54,793 | $1.16M | 0.28% | +36,882+205.9% | Added |
| Barclays PLC | 55,050 | $1.17M | 0.00% | +5,369+10.8% | Added |
| Prudential Financial Inc | 55,472 | $1.18M | 0.00% | +990+1.8% | Added |
| Guggenheim Capital LLC | 56,129 | $1.19M | 0.01% | +14,652+35.3% | Added |
| State of Tennessee, Treasury Department | 57,072 | $1.21M | 0.00% | −11,491−16.8% | Reduced |
| California State Teachers Retirement System | 57,253 | $1.21M | 0.00% | +9,163+19.1% | Added |
| Kendall Capital Management | 58,130 | $1.23M | 0.21% | −12,575−17.8% | Reduced |
| Engineers Gate Manager LP | 58,810 | $1.25M | 0.02% | +22,500+62.0% | Added |
| Deutsche Bank AG | 59,325 | $1.26M | 0.00% | +10,981+22.7% | Added |
| Alliancebernstein L.P. | 71,528 | $1.29M | 0.00% | −900−1.2% | Reduced |
| Mork Capital Management, LLC | 62,610 | $1.33M | 0.85% | 00.0% | Unchanged |
| New York State Teachers Retirement System | 62,920 | $1.33M | 0.00% | −5,964−8.7% | Reduced |
| Advisor Group Holdings, Inc. | 63,228 | $1.34M | 0.00% | +60,327+2,079.5% | Added |
| Wells Fargo & Company | 67,585 | $1.43M | 0.00% | +37,465+124.4% | Added |
| JPMorgan Chase & Co | 68,727 | $1.49M | 0.00% | −5,784−7.8% | Reduced |
| LPL Financial LLC | 72,880 | $1.55M | 0.00% | +2,648+3.8% | Added |
| ExodusPoint Capital Management, LP | 74,030 | $1.57M | 0.01% | +74,030 | New |
| Beacon Financial Group | 76,108 | $1.62M | 0.15% | +117+0.2% | Added |
| Range Financial Group LLC | 82,907 | $1.76M | 0.48% | +1,908+2.4% | Added |
| Royal Bank of Canada | 82,978 | $1.76M | 0.00% | +68,377+468.3% | Added |
| Renaissance Technologies LLC | 83,200 | $1.77M | 0.00% | +19,300+30.2% | Added |
| Segall Bryant & Hamill, LLC | 85,860 | $1.82M | 0.02% | +85,860 | New |
| Price T Rowe Associates Inc | 88,798 | $1.89M | 0.00% | +16,237+22.4% | Added |
| Cerity Partners LLC | 90,139 | $1.91M | 0.00% | +23,126+34.5% | Added |
| Point72 Asset Management, L.P. | 90,403 | $1.92M | 0.00% | −83,179−47.9% | Reduced |
| Venture Visionary Partners LLC | 91,367 | $1.94M | 0.05% | +91,367 | New |
| CI Private Wealth, LLC | 91,393 | $1.94M | 0.00% | +91,393 | New |
| D. E. Shaw & Co., Inc. | 98,304 | $2.09M | 0.00% | −84,385−46.2% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 101,959 | $2.16M | 0.00% | −567−0.6% | Reduced |
| Swiss National Bank | 105,000 | $2.23M | 0.00% | +2,200+2.1% | Added |
| Algert Global LLC | 109,568 | $2.33M | 0.03% | +52,788+93.0% | Added |
| Clark Estates Inc | 113,000 | $2.40M | 0.55% | 00.0% | Unchanged |
| UBS Asset Management Americas Inc | 114,141 | $2.42M | 0.00% | −13,385−10.5% | Reduced |
| Two Sigma Investments, LP | 115,280 | $2.45M | 0.00% | +101,780+753.9% | Added |
| Legal & General Group Plc | 118,017 | $2.50M | 0.00% | −8,796−6.9% | Reduced |
| Lido Advisors, LLC | 124,926 | $2.65M | 0.01% | +345+0.3% | Added |
| Jump Financial, LLC | 127,100 | $2.70M | 0.02% | +83,916+194.3% | Added |
| Picton Mahoney Asset Management | 131,437 | $2.79M | 0.03% | +131,437 | New |
| Intech Investment Management LLC | 131,517 | $2.79M | 0.03% | −48,173−26.8% | Reduced |
| Vanguard Global Advisers, LLC | 135,250 | $2.87M | 0.00% | +25,828+23.6% | Added |
| Susquehanna Portfolio Strategies, LLC | 136,656 | $2.90M | 0.05% | +18,154+15.3% | Added |