$UPBD

$16.95 -$0.04 (0.24%) Close

$UPBD Overview Financial Statements SEC Filings Executives News Red Flags Capital Raising Ownership Insider Transactions Congressional Trades

Ownership

13F as of Q2 2026 · 58.3M shares outstanding

Who owns UPBD?

By type of holder

Institutions 99.3% Insiders 0.8% Everyone else 0.0%

Concentration Top 10 holders own 54.5%

BlackRock, Inc. 15.7% · FMR LLC 5.7%

Institutional ownership

99.3%

+3.2 pts vs last qtr

Institutional holders

256

+16 vs last qtr

Net shares bought

+1.9M

by institutions in Q2 2026

New / sold out

40 / 24

positions opened vs closed

How is ownership changing?

Institutions, last 8 quarters

Biggest buyers in Q2 2026

Goldman Sachs Group Inc +1.0M
BlackRock, Inc. +944.4K

Biggest sellers in Q2 2026

Ieq Capital, LLC −2.1M
FMR LLC −2.1M

Who is planning to sell?

Notices of proposed sale, last 12 months

$189K

1 notice from 1 person

Shares covered

10.0K

0.02% of the company

Arranged in advance

of the value is under a 10b5-1 plan

Under a 10b5-1 plan No plan

Largest proposed sellers

Blasquez Anthony J Officer $189K

Every notice on Red Flags →

A Form 144 is notice of a planned sale, not the sale itself. What insiders actually sold is on Insider Transactions.

Is your stake being diluted?

Diluted share count, FY2016–FY2025

+10.3%

+1.10% a year

Each share's claim on the business

−9.4%

shrank without buying or selling a share

Spent on buybacks vs paid in stock

$543M vs $589M

over 10 fiscal years

Diluted shares, split-adjusted

Buybacks Stock-based comp

How patient are the owners?

Institutional shares by how long they've been held

5+ years74% 3–5 years8% 1–3 years8% Under 1 year10%

Quarterly turnover

14.0%

of institutional shares changed hands

Top 10 managers, median time held

5 years

Super Investors

Investment managers reporting UPBD on Form 13F

Holder	Shares	% of company	Change vs last qtr	Held since	% of their book
B BlackRock, Inc.	9.2M	15.70%	+944.4K (+11.5%)	≤2021	0.0%
Shares held by quarter Peak holding9.2M (Q2'26) Change over 8 quarters+471.3K Share of the company15.700% BlackRock, Inc.'s full portfolio →
F FMR LLC	3.3M	5.68%	−2.1M (−38.7%)	≤2021	0.0%
Shares held by quarter Peak holding5.4M (Q1'26) Change over 8 quarters−1.0M Share of the company5.680% FMR LLC's full portfolio →

BlackRock, Inc.

9.2M

% of company

15.70%

Change vs last qtr

+944.4K (+11.5%)

Held since

≤2021

FMR LLC

3.3M

% of company

5.68%

Change vs last qtr

−2.1M (−38.7%)

Held since

≤2021

28 more super investors behind a free account

See every manager holding Upbound Group, Inc., how their position has changed, and how long they've held it.

Institutional Funds

Mutual funds and ETFs reporting UPBD on Form N-PORT; together they hold 54.1% of the company

Fund	Position value	Shares	% of company	% of the fund	As of
IC iShares Core S&P Small-Cap ETF iShares Trust	$67.1M	3.2M	5.42%	0.06%	June 30, 2026
FV Fidelity Value Fund Fidelity Capital Trust	$35.6M	1.8M	3.15%	0.34%	July 31, 2026

iShares Core S&P Small-Cap ETF

iShares Trust

Position value

$67.1M

% of company

5.42%

% of the fund

0.06%

As of

June 30, 2026

Fidelity Value Fund

Fidelity Capital Trust

Position value

$35.6M

% of company

3.15%

% of the fund

0.34%

As of

July 31, 2026

23 more funds behind a free account

See every fund holding Upbound Group, Inc. and how much of the fund the position is.

Insiders and 5%+ holders

From Forms 3/4/5 and Schedules 13D/G

Holder	Shares	% of company	Change vs last qtr	8 quarters	Held since	% of their book
FM Fadel Mitchell E Insider	830.8K	1.43%	—	—	—	—
Insider holdings come from Form 3/4/5 filings, which are not quarterly. Share of the company1.430% Fadel Mitchell E's insider activity →
BJ Brown Jeffrey J Insider	276.4K	0.47%	—	—	—	—
Insider holdings come from Form 3/4/5 filings, which are not quarterly. Share of the company0.470% Brown Jeffrey J's insider activity →

Fadel Mitchell E

Insider

830.8K

% of company

1.43%

Change vs last qtr

—

Held since

—

Brown Jeffrey J

Insider

276.4K

% of company

0.47%

Change vs last qtr

—

Held since

—

10 more holders behind a free account

See every insider and 5%+ holder of Upbound Group, Inc..

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