Upbound Group Inc.
Ownership
Ownership Structure
Who owns Upbound Group Inc. (UPBD)? This page shows the largest institutions and funds, the ownership structure and the latest insider transactions. 95.9% of the shares are freely tradable; institutional investors hold 98.2%.
Largest Shareholders
Institutions
| Name | Stake (%) | Shares | Change (%) | Date |
|---|---|---|---|---|
| BlackRock Inc | 15.70 | 9,152,511 | +11.5 | 06/30/2026 |
| Vanguard Portfolio Management, LLC | 7.26 | 4,234,326 | +7.5 | 06/30/2026 |
| FMR Inc | 5.68 | 3,312,579 | -38.7 | 06/30/2026 |
| Dimensional Fund Advisors, Inc. | 4.71 | 2,744,730 | +14.6 | 06/30/2026 |
| State Street Corp | 4.23 | 2,468,483 | +7.5 | 06/30/2026 |
| The Goldman Sachs Group Inc | 4.13 | 2,407,712 | +74.9 | 06/30/2026 |
| Vanguard Capital Management, LLC | 3.99 | 2,327,538 | +2.3 | 06/30/2026 |
| LSV Asset Management | 3.91 | 2,280,279 | -1.4 | 06/30/2026 |
| IEQ CAPITAL, LLC | 3.04 | 1,770,257 | -54.7 | 06/30/2026 |
Funds
| Name | Stake (%) | Shares | Change (%) | Date |
|---|---|---|---|---|
| iShares Core S&P Small-Cap ETF | 5.53 | 3,222,718 | +0.0 | 09/30/2026 |
Largest reported positions according to regulatory filings; stake as a percentage of shares outstanding, change versus the previous filing. Source: fundamentals data.
Insider holdings
| Person | Role | Shares | Value | As of | Type |
|---|---|---|---|---|---|
| Brown Jeffrey J | Director | 123,298 | 2,552,269 $ | Oct 27, 2026 | indirect |
| Montrone Ralph T. | EVP, Acima | 100,175 | 2,073,623 $ | Sep 1, 2026 | direct |
| Blasquez Anthony J | EVP-RAC | 76,679 | 1,587,255 $ | Sep 1, 2026 | direct |
| Taylor Transient C | EVP, CHRO | 66,412 | 1,374,728 $ | Sep 1, 2026 | direct |
Holdings as of each person's most recent SEC Form 4 filing — excluding options and RSUs, which are not shares yet. Holdings may have changed between two filings.
Insiders
Insider Transactions
| Date | Person | Role | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Oct 27, 2026 | Brown Jeffrey J | Director | Buy | 2,217 | 17.01 | 37,711 |
| Oct 27, 2026 | Brown Jeffrey J | Director | Buy | 547 | 17.01 | 9,304 |
| Sep 1, 2026 | Montrone Ralph T. | EVP, Acima | Other | 33,226 | 0.00 | – |
| Sep 1, 2026 | Taylor Transient C | EVP, CHRO | Other | 22,430 | 0.00 | – |
| Sep 1, 2026 | Blasquez Anthony J | EVP-RAC | Other | 32,962 | 0.00 | – |
| Aug 21, 2026 | Blasquez Anthony J | EVP-RAC | Sell | 10,000 | 18.85 | 188,500 |
| Jul 7, 2026 | Brown Jeffrey J | Director | Buy | 1,841 | 20.09 | 36,986 |
| Jul 7, 2026 | Brown Jeffrey J | Director | Buy | 454 | 20.09 | 9,121 |
Reportable transactions by officers and major shareholders from SEC Form 4 filings. "Other" includes things like stock grants and option exercises without a buy/sell character. View all insider transactions →
Data as of: October 30, 2026 · Source: fundamental data & SEC filings (annual and quarterly reports, 10-K/10-Q)
Note: pure fact-based analysis, not investment advice and not a solicitation to buy or sell. All figures without guarantee.