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 | 14.08 | 8,208,065 | +0.9 | 03/31/2026 |
| FMR Inc | 9.28 | 5,407,814 | +4.0 | 03/31/2026 |
| Vanguard Portfolio Management, LLC | 6.76 | 3,939,142 | +0.0 | 03/31/2026 |
| IEQ CAPITAL, LLC | 6.70 | 3,903,686 | -4.8 | 03/31/2026 |
| Dimensional Fund Advisors, Inc. | 4.71 | 2,744,730 | +14.6 | 06/30/2026 |
| State Street Corp | 3.94 | 2,296,489 | -4.7 | 03/31/2026 |
| LSV Asset Management | 3.91 | 2,280,279 | -1.4 | 06/30/2026 |
| Vanguard Capital Management, LLC | 3.90 | 2,275,668 | +0.0 | 03/31/2026 |
Funds
| Name | Stake (%) | Shares | Change (%) | Date |
|---|---|---|---|---|
| iShares Core S&P Small-Cap ETF | 5.48 | 3,191,919 | -0.4 | 08/31/2026 |
| Fidelity Value | 3.15 | 1,833,774 | +2.9 | 07/31/2026 |
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 | 120,534 | 2,133,452 $ | Jul 7, 2026 | indirect |
| Montrone Ralph T. | EVP, Acima | 100,175 | 1,773,098 $ | Sep 1, 2026 | direct |
| Blasquez Anthony J | EVP-RAC | 76,679 | 1,357,218 $ | Sep 1, 2026 | direct |
| Taylor Transient C | EVP, CHRO | 66,412 | 1,175,492 $ | 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 |
|---|---|---|---|---|---|---|
| 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: September 17, 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.