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 |
|---|---|---|---|---|---|
| Rhumbline Advisers | 136,873 | $2.90M | 0.00% | −11,510−7.8% | Reduced |
| Quantinno Capital Management LP | 141,470 | $3.00M | 0.00% | +94,007+198.1% | Added |
| Raymond James Financial Inc | 142,832 | $3.03M | 0.00% | +27,535+23.9% | Added |
| Landscape Capital Management, L.L.C. | 143,592 | $3.05M | 0.20% | +16,497+13.0% | Added |
| Sepio Capital, LP | 144,609 | $3.07M | 0.15% | 00.0% | Unchanged |
| Inspire Advisors, LLC | 154,942 | $3.27M | 0.23% | +8,365+5.7% | Added |
| Trexquant Investment LP | 157,506 | $3.34M | 0.02% | −116,760−42.6% | Reduced |
| Ameriprise Financial Inc | 158,362 | $3.36M | 0.00% | +8,869+5.9% | Added |
| Nuveen, LLC | 168,344 | $3.57M | 0.00% | +20,126+13.6% | Added |
| UBS Group AG | 179,366 | $3.81M | 0.00% | −40,872−18.6% | Reduced |
| Public Sector Pension Investment Board | 180,284 | $3.83M | 0.01% | −6,131−3.3% | Reduced |
| XTX Topco Ltd | 180,319 | $3.83M | 0.05% | +154,387+595.4% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 182,289 | $3.87M | 0.01% | −49,048−21.2% | Reduced |
| Arrowstreet Capital, Limited Partnership | 182,312 | $3.87M | 0.00% | +182,312 | New |
| SEI Investments Co | 188,883 | $4.01M | 0.00% | −55,965−22.9% | Reduced |
| Russell Investments Group, Ltd. | 192,157 | $4.08M | 0.00% | +21,754+12.8% | Added |
| First Trust Advisors LP | 221,265 | $4.70M | 0.00% | +24,739+12.6% | Added |
| Balyasny Asset Management LLC | 234,921 | $4.99M | 0.01% | −361,781−60.6% | Reduced |
| Empowered Funds, LLC | 236,744 | $5.02M | 0.03% | −3,982−1.7% | Reduced |
| Peregrine Capital Management LLC | 251,447 | $5.34M | 0.17% | −21,923−8.0% | Reduced |
| Miller Value Partners, LLC | 258,000 | $5.47M | 1.29% | +138,000+115.0% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 262,831 | $5.58M | 0.01% | +4,016+1.6% | Added |
| Creative Planning | 271,002 | $5.75M | 0.00% | +174,825+181.8% | Added |
| Qube Research & Technologies Ltd | 286,621 | $6.08M | 0.01% | +41,153+16.8% | Added |
| Bank of America Corp | 294,594 | $6.25M | 0.00% | +99,775+51.2% | Added |
| Allianz Asset Management GmbH | 296,542 | $6.29M | 0.01% | +175,009+144.0% | Added |
| CSM Advisors, LLC | 306,014 | $6.49M | 0.14% | +20,036+7.0% | Added |
| Principal Financial Group Inc | 307,996 | $6.54M | 0.00% | +4,078+1.3% | Added |
| Panagora Asset Management Inc | 321,099 | $6.81M | 0.02% | +68,885+27.3% | Added |
| Vanguard Fiduciary Trust Co | 348,824 | $7.40M | 0.00% | +4,483+1.3% | Added |
| Bridgeway Capital Management, LLC | 354,744 | $7.53M | 0.13% | −9,197−2.5% | Reduced |
| Advisors Asset Management, Inc. | 357,337 | $7.58M | 0.12% | +93,514+35.4% | Added |
| Victory Capital Management Inc | 394,376 | $8.37M | 0.00% | +30,629+8.4% | Added |
| Marshall Wace, LLP | 410,710 | $8.72M | 0.01% | +358,579+687.8% | Added |
| Citadel Advisors LLC | 437,058 | $9.27M | 0.01% | +281,173+180.4% | Added |
| Pacer Advisors, Inc. | 450,923 | $9.57M | 0.02% | +37,918+9.2% | Added |
| Invesco Ltd. | 579,041 | $12.3M | 0.00% | +47,216+8.9% | Added |
| Kennedy Capital Management, Inc. | 651,996 | $13.8M | 0.24% | −17,075−2.6% | Reduced |
| Northern Trust Corp | 675,057 | $14.3M | 0.00% | +72,897+12.1% | Added |
| Millennium Management LLC | 709,357 | $15.1M | 0.01% | +529,958+295.4% | Added |
| AQR Capital Management LLC | 720,150 | $15.3M | 0.01% | +432,836+150.6% | Added |
| Hotchkis & Wiley Capital Management LLC | 831,810 | $17.7M | 0.05% | +94,150+12.8% | Added |
| American Century Companies Inc | 853,179 | $18.1M | 0.01% | +510,230+148.8% | Added |
| Bank of New York Mellon Corp | 888,866 | $18.9M | 0.00% | +33,690+3.9% | Added |
| Morgan Stanley | 1,047,419 | $22.2M | 0.00% | +263,698+33.6% | Added |
| Huber Capital Management LLC | 1,061,869 | $22.5M | 3.32% | −640,736−37.6% | Reduced |
| Wellington Management Group LLP | 1,104,571 | $23.4M | 0.00% | −151,509−12.1% | Reduced |
| Charles Schwab Investment Management Inc | 1,155,346 | $24.5M | 0.00% | −112,662−8.9% | Reduced |
| Bragg Financial Advisors, Inc | 1,189,215 | $25.2M | 0.68% | +66,277+5.9% | Added |
| Geode Capital Management, LLC | 1,468,034 | $31.2M | 0.00% | +113,050+8.3% | Added |
| Ieq Capital, LLC | 1,770,257 | $37.6M | 0.17% | −2,133,429−54.7% | Reduced |
| LSV Asset Management | 2,280,279 | $48.4M | 0.09% | −33,000−1.4% | Reduced |
| Vanguard Capital Management LLC | 2,327,538 | $49.4M | 0.00% | +51,870+2.3% | Added |
| Goldman Sachs Group Inc | 2,407,712 | $51.1M | 0.01% | +1,030,740+74.9% | Added |
| State Street Corp | 2,468,483 | $53.3M | 0.00% | +171,994+7.5% | Added |
| Dimensional Fund Advisors LP | 2,744,730 | $58.2M | 0.01% | +349,960+14.6% | Added |
| FMR LLC | 3,312,579 | $70.3M | 0.00% | −2,095,235−38.7% | Reduced |
| Vanguard Portfolio Management LLC | 4,234,326 | $89.9M | 0.00% | +295,184+7.5% | Added |
| BlackRock, Inc. | 9,152,511 | $194.2M | 0.00% | +944,446+11.5% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0 | $0 | 0.00% | −40,815−100.0% | Sold out |
| Man Group plc | 0 | $0 | 0.00% | −31,469−100.0% | Sold out |
| State of Wisconsin Investment Board | 0 | $0 | 0.00% | −15,739−100.0% | Sold out |
| Mangrove Partners | 0 | $0 | 0.00% | −13,603−100.0% | Sold out |
| Alps Advisors Inc | 0 | $0 | 0.00% | −12,367−100.0% | Sold out |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −12,211−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −6,609−100.0% | Sold out |
| MAI Capital Management | 0 | $0 | 0.00% | −522−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −307−100.0% | Sold out |
| Federated Hermes, Inc. | 0 | $0 | 0.00% | −247−100.0% | Sold out |
| Bare Financial Services, Inc | 0 | $0 | 0.00% | −193−100.0% | Sold out |
| Quarry LP | 0 | $0 | 0.00% | −190−100.0% | Sold out |
| Quadrant Capital Group LLC | 0 | $0 | 0.00% | −71−100.0% | Sold out |
| Wealth Preservation Advisors, LLC | 0 | $0 | 0.00% | −63−100.0% | Sold out |
| Investors Portfolio Services LLC | 0 | $0 | 0.00% | −20−100.0% | Sold out |
| Kilter Group LLC | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| Keating Financial Advisory Services, Inc. | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Janus Henderson Group PLC | – | – | – | – | Not filed |
| Millington Securities, LLC | – | – | – | – | Not filed |
| CWM, LLC | – | – | – | – | Not filed |
| Skopos Labs, Inc. | – | – | – | – | Not filed |
| Sunbelt Securities, Inc. | – | – | – | – | Not filed |