UPBD · NASDAQ · Software - Application

Upbound Group (UPBD)

Runs lease-to-own channels and app-based financial-health tools for underserved consumers.

$16.41
vs last close−0.37 (−2.21%)

13F · 13D/G · Form 4

Institutions≈ 100.40%58.53M shares
265 holders · as of Jun 30, 2026 · largest filers plus last quarter's tail
Insiders9.97%5.81M shares
12 holders · as of Sep 2, 2026
Adds to110.37%

58.30M company shares as of Sep 23, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing

This quarter's institutional total failed a plausibility check; shown: the largest filers plus last quarter's remainder.

These groups come from separate filings that can overlap, so they add to 110.37%; nothing is left for Other.

13F · 13D/G · Form 4

HolderStakeSharesDate
BlackRock, Inc.Institution
15.70%9.15Mas of Jun 30, 2026
Vanguard Portfolio Management LLCInstitution
7.26%4.23Mas of Jun 30, 2026
Allred Aaron RInsider
7.03%4.10Mfiled Oct 22, 2025
FMR LLCInstitution
5.68%3.31Mas of Jun 30, 2026
Dimensional Fund Advisors LPInstitution
4.71%2.74Mas of Jun 30, 2026
State Street CorpInstitution
4.23%2.47Mas of Jun 30, 2026
Goldman Sachs Group IncInstitution
4.13%2.41Mas of Jun 30, 2026
Vanguard Capital Management LLCInstitution
3.99%2.33Mas of Jun 30, 2026
LSV Asset ManagementInstitution
3.91%2.28Mas of Jun 30, 2026
Ieq Capital, LLCInstitution
3.04%1.77Mas of Jun 30, 2026
Geode Capital Management, LLCInstitution
2.52%1.47Mas of Jun 30, 2026
Bragg Financial Advisors, IncInstitution
2.04%1.19Mas of Jun 30, 2026
Charles Schwab Investment Management IncInstitution
1.98%1.16Mas of Jun 30, 2026
Sixth Street Partners Management Company, L.P.Institution
1.98%1.16Mas of Jun 30, 2026
Wellington Management Group LLPInstitution
1.89%1.10Mas of Jun 30, 2026
Huber Capital Management LLCInstitution
1.82%1.06Mas of Jun 30, 2026
Morgan StanleyInstitution
1.80%1.05Mas of Jun 30, 2026
Bank of New York Mellon CorpInstitution
1.52%888,866as of Jun 30, 2026
American Century Companies IncInstitution
1.46%853,179as of Jun 30, 2026
Hotchkis & Wiley Capital Management LLCInstitution
1.43%831,810as of Jun 30, 2026
Mitchell E. FadelInsiderdirector, officer: Chief Executive Officer
1.42%829,689filed Feb 26, 2025
AQR Capital Management LLCInstitution
1.24%720,150as of Jun 30, 2026
Millennium Management LLCInstitution
1.22%709,357as of Jun 30, 2026
Northern Trust CorpInstitution
1.16%675,057as of Jun 30, 2026
Kennedy Capital Management LLCInstitution
1.12%651,996as of Jun 30, 2026

13F, as of Jun 30, 2026

265 holders · 58.53M shares · 38 new positions · 148 increased · 70 reduced · 22 closed

HolderShares% outstandingChg q/qFiled
BlackRock, Inc.9.15M15.70%+944.4KAug 7, 2026
Vanguard Portfolio Management LLC4.23M7.26%+295.2KAug 13, 2026
FMR LLC3.31M5.68%−2.10MAug 13, 2026
Dimensional Fund Advisors LP2.74M4.71%+350.0KAug 11, 2026
State Street Corp2.47M4.23%+172.0KAug 7, 2026
Goldman Sachs Group Inc2.41M4.13%+1.03MAug 14, 2026
Vanguard Capital Management LLC2.33M3.99%+51.9KAug 13, 2026
LSV Asset Management2.28M3.91%−33.0KAug 6, 2026

13D/G · 5% or more, as filed

Holder% of classSharesFormFiled
BlackRock, Inc.13.70%7.86M13GApr 28, 2025
FMR LLC9.00%5.20M13GFeb 5, 2026
Ieq Capital, LLC7.90%4.54M13GAug 14, 2025
Allred Aaron R7.10%4.10M13GOct 22, 2025
Vanguard Portfolio Management6.98%4.06M13GApr 29, 2026

Form 4

Latest trades

DateInsiderTypeSharesAvg priceOwned after
Aug 21, 2026
Anthony J. Blasquezofficer: EVP-RAC
Sale10,000$18.8543,717
Jul 7, 2026
Jeffrey J. Browndirector
Purchase · 2 lots2,295$20.0996,681
Apr 28, 2026
Jeffrey J. Browndirector
Purchase · 2 lots2,329$19.4194,840
Jan 6, 2026
Jeffrey J. Browndirector
Purchase · 2 lots2,502$17.6892,972
Oct 21, 2025
Jeffrey J. Browndirector
Purchase · 2 lots1,951$22.2790,965

House and Senate disclosures

Not reported.