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Ownership

Who owns UPBOUND GROUP, INC., from the filings themselves: stakes over 5% (Schedule 13D/G), the institutional managers reporting the stock each quarter (13F), and the funds holding it (N-PORT).

Stakes over 5%

Investors crossing 5% ownership must disclose it. Schedule 13G filers certify the stake is passive; Schedule 13D is the general form for everyone else — founders, strategic holders, and activists alike. Each entry is the holder's most recent disclosure. Coverage begins with SEC's structured filings from December 18, 2024; a holder appears once they file or amend after that date.

FMR LLC, Abigail P. Johnson August 06, 2026

FMR LLC: 5.7% · 3,312,579 shares — Abigail P. Johnson: 5.7% · 3,312,579 shares

Allred Aaron R July 22, 2026

Allred Aaron R: 3.1% · 1,821,642 shares

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Super investors holding UPBD

Every institutional manager whose latest 13F reports this stock, largest position first. "% of their portfolio" is the weight inside that manager's own book — how much conviction the position represents; "% of company" is how much of UPBOUND GROUP, INC. they hold. Together these 317 managers report 113.15% of shares outstanding.

Investor Position value Shares % of their portfolio % of company As of
BlackRock, Inc. $194M 9,152,511 0.00% 15.70% June 30, 2026
VANGUARD GROUP INC $125M 7,132,443 0.00% 12.23% December 31, 2025

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Funds holding UPBD

Funds disclosing this stock in their monthly N-PORT portfolio, with the position's share of the fund's net assets. Together these 305 funds hold 54.76% of shares outstanding — counted inside the manager totals above, not on top of them, since a fund's shares also appear in its manager's 13F.

Fund Position value % of net assets % of company As of
iShares Core S&P Small-Cap ETF $67.1M 0.06% 5.42% June 30, 2026
Fidelity Value Fund $44.9M 0.46% 3.90% April 30, 2026

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