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 |
|---|---|---|---|---|---|
| Great West Life Assurance Co | 53,604 | $1.14M | 0.00% | −455−0.8% | Reduced |
| Capital Fund Management S.A. | 48,430 | $1.03M | 0.01% | +15,144+45.5% | Added |
| Kestra Private Wealth Services, LLC | 47,828 | $1.01M | 0.01% | +47,828 | New |
| Squarepoint Ops LLC | 46,588 | $988.6K | 0.00% | −101,363−68.5% | Reduced |
| SG Americas Securities, LLC | 42,320 | $898.0K | 0.00% | +42,320 | New |
| Vanguard Asset Management, Ltd | 42,271 | $897.0K | 0.00% | +10,322+32.3% | Added |
| Horizon Investments, LLC | 41,862 | $888.3K | 0.01% | +5,377+14.7% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 41,530 | $881.3K | 0.00% | −57,717−58.2% | Reduced |
| HSBC Holdings PLC | 39,836 | $838.1K | 0.00% | +23,073+137.6% | Added |
| Y-Intercept (Hong Kong) Ltd | 37,945 | $805.2K | 0.02% | −112,250−74.7% | Reduced |
| Colony Group, LLC | 37,140 | $788.5K | 0.00% | +37,140 | New |
| Summit Global Investments | 36,700 | $779.0K | 0.04% | −822−2.2% | Reduced |
| Thrivent Financial for Lutherans | 34,452 | $731.0K | 0.00% | −334−1.0% | Reduced |
| Franklin Resources Inc | 33,086 | $702.1K | 0.00% | +3,742+12.8% | Added |
| CWM Advisors, LLC | 32,830 | $696.7K | 0.03% | +3,097+10.4% | Added |
| Citigroup Inc | 32,590 | $691.6K | 0.00% | −9,076−21.8% | Reduced |
| 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 |
| MetLife Investment Management | 32,350 | $686.5K | 0.00% | +2,797+9.5% | Added |
| Vinva Investment Management Ltd | 21,678 | $657.2K | 0.00% | +21,678 | New |
| Amundi | 30,726 | $652.0K | 0.00% | +16,172+111.1% | Added |
| Mercer Global Advisors Inc | 30,530 | $647.8K | 0.00% | +30,530 | New |
| Illinois Municipal Retirement Fund | 29,660 | $629.4K | 0.01% | −1,589−5.1% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 29,413 | $622.4K | 0.00% | +17,022+137.4% | Added |
| Diversified Trust Co | 28,489 | $604.5K | 0.01% | +7,881+38.2% | Added |
| Blueshift Asset Management, LLC | 26,864 | $570.1K | 0.13% | +26,864 | New |
| Mariner, LLC | 26,048 | $552.7K | 0.00% | +26,048 | New |
| Mirae Asset Global ETFs Holdings Ltd. | 25,335 | $537.6K | 0.00% | +717+2.9% | Added |
| Winton Group Ltd | 24,700 | $524.1K | 0.02% | +24,700 | New |
| Jupiter Topco LLC | 23,555 | $499.7K | 0.00% | +23,555 | New |
| Susquehanna International Group, LLP | 23,495 | $498.6K | 0.00% | −6,420−21.5% | Reduced |
| Truvestments Capital LLC | 23,051 | $489.1K | 0.07% | 00.0% | Unchanged |
| Louisiana State Employees Retirement System | 23,000 | $488.1K | 0.01% | −100−0.4% | Reduced |
| PFG Investments, LLC | 22,708 | $481.9K | 0.02% | +8,447+59.2% | Added |
| Freestone Grove Partners LP | 22,574 | $479.0K | 0.00% | −22,740−50.2% | Reduced |
| Redhawk Wealth Advisors, Inc. | 22,236 | $471.8K | 0.05% | +22,236 | New |
| Voya Investment Management LLC | 21,676 | $460.0K | 0.00% | +21,676 | New |
| New York State Common Retirement Fund | 21,651 | $459.4K | 0.00% | +4,800+28.5% | Added |
| Aquatic Capital Management LLC | 21,277 | $451.5K | 0.02% | −501−2.3% | Reduced |
| Manufacturers Life Insurance Company, The | 20,667 | $438.6K | 0.00% | −47−0.2% | Reduced |
| State of Alaska, Department of Revenue | 20,463 | $433.0K | 0.00% | −8,641−29.7% | Reduced |
| Quadrature Capital Ltd | 19,953 | $423.4K | 0.00% | +19,953 | New |
| First Citizens Bank & Trust Co | 19,365 | $410.9K | 0.01% | −989−4.9% | Reduced |
| Rafferty Asset Management, LLC | 18,820 | $399.4K | 0.00% | +5,070+36.9% | Added |
| BNP Paribas Arbitrage, SA | 18,579 | $394.2K | 0.00% | −62,876−77.2% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 18,499 | $392.5K | 0.00% | −989−5.1% | Reduced |
| Virginia Retirement Systems Et Al | 17,900 | $379.8K | 0.00% | +300+1.7% | Added |
| CoreCap Advisors, LLC | 17,404 | $369.3K | 0.01% | −2,899−14.3% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 16,860 | $357.8K | 0.00% | +2,287+15.7% | Added |
| Krane Funds Advisors LLC | 15,987 | $339.2K | 0.01% | −12,791−44.4% | Reduced |
| State Board of Administration of Florida Retirement System | 15,737 | $333.9K | 0.00% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 15,612 | $331.3K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 14,572 | $314.5K | 0.00% | +664+4.8% | Added |
| Brevan Howard Capital Management LP | 14,801 | $314.1K | 0.00% | −7,716−34.3% | Reduced |
| Arizona State Retirement System | 14,433 | $306.3K | 0.00% | +121+0.8% | Added |
| Amalgamated Bank | 14,183 | $301.0K | 0.00% | −835−5.6% | Reduced |
| Yousif Capital Management, LLC | 13,866 | $294.2K | 0.00% | +11+0.1% | Added |
| CIBC World Markets Inc. | 13,632 | $289.3K | 0.00% | −314−2.3% | Reduced |
| Teachers Retirement System of the State of Kentucky | 13,151 | $279.0K | 0.00% | 00.0% | Unchanged |
| WBI Investments | 13,049 | $276.9K | 0.07% | −2,435−15.7% | Reduced |
| Boothbay Fund Management, LLC | 12,797 | $271.6K | 0.01% | −4,363−25.4% | Reduced |
| Optimist Retirement Group LLC | 12,454 | $264.3K | 0.10% | 00.0% | Unchanged |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 12,441 | $264.0K | 0.00% | −447−3.5% | Reduced |
| KLP Kapitalforvaltning AS | 11,800 | $254.3K | 0.00% | 00.0% | Unchanged |
| Oregon Public Employees Retirement Fund | 11,916 | $252.9K | 0.00% | 00.0% | Unchanged |
| Vanguard Investments Australia, Ltd. | 11,817 | $250.8K | 0.00% | 00.0% | Unchanged |
| Captrust Financial Advisors | 11,710 | $248.5K | 0.00% | +11,710 | New |
| Jupiter Asset Management Ltd | 11,588 | $245.9K | 0.00% | +11,588 | New |
| Stephens Inc | 11,563 | $245.4K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 11,337 | $240.6K | 0.00% | −966−7.9% | Reduced |
| SummitTX Capital, L.P. | 11,180 | $237.2K | 0.01% | +11,180 | New |
| Tower Research Capital LLC (TRC) | 11,168 | $237.0K | 0.01% | +46+0.4% | Added |
| Moody National Bank Trust Division | 10,719 | $227.5K | 0.02% | +10,719 | New |
| Toroso Investments, LLC | 10,596 | $224.8K | 0.00% | −1,417−11.8% | Reduced |
| Allstate Corp | 9,584 | $203.4K | 0.00% | +9,584 | New |
| Saxon Interests, Inc. | 9,495 | $201.5K | 0.06% | +9,495 | New |
| Wolverine Asset Management LLC | 8,652 | $183.6K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 8,594 | $182.3K | 0.00% | −7−0.1% | Reduced |
| Public Employees Retirement Association of Colorado | 6,390 | $136.0K | 0.00% | 00.0% | Unchanged |
| Palouse Capital Management, Inc. | 5,807 | $123.2K | 0.08% | +500+9.4% | Added |
| SRS Capital Advisors, Inc. | 5,690 | $120.7K | 0.00% | +5,635+10,245.5% | Added |
| The PNC Financial Services Group, Inc. | 5,309 | $112.7K | 0.00% | +1,624+44.1% | Added |
| Ameritas Investment Partners, Inc. | 5,015 | $106.4K | 0.00% | +627+14.3% | Added |
| Public Employees Retirement System of Ohio | 4,330 | $91.9K | 0.00% | +590+15.8% | Added |
| Rockefeller Capital Management L.P. | 4,281 | $90.9K | 0.00% | +3,712+652.4% | Added |
| GAMMA Investing LLC | 3,360 | $71.3K | 0.00% | +518+18.2% | Added |
| Hantz Financial Services, Inc. | 3,310 | $70.0K | 0.00% | −346−9.5% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 2,754 | $58.4K | 0.01% | +12+0.4% | Added |
| Security National Bank | 2,470 | $52.4K | 0.01% | +10.0% | Added |
| KBC Group NV | 2,454 | $52.0K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 2,352 | $49.9K | 0.00% | +1,625+223.5% | Added |
| Quantbot Technologies LP | 2,167 | $46.0K | 0.00% | +2,167 | New |
| Signaturefd, LLC | 1,748 | $37.1K | 0.00% | +976+126.4% | Added |
| Nomura Asset Management Co Ltd | 1,500 | $31.8K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 1,344 | $28.5K | 0.00% | +144+12.0% | Added |
| Salomon & Ludwin, LLC | 1,303 | $27.0K | 0.00% | +877+205.9% | Added |
| IFP Advisors, Inc | 1,214 | $25.8K | 0.00% | +910+299.3% | Added |
| Versant Capital Management, Inc | 1,193 | $25.3K | 0.00% | −943−44.1% | Reduced |
| Sterling Capital Management LLC | 1,114 | $23.6K | 0.00% | −149−11.8% | Reduced |
| Wolff Wiese Magana LLC | 1,000 | $21.2K | 0.01% | 00.0% | Unchanged |