Company Analysis

Upbound Group, Inc. (UPBD)

Nasdaq: UPBD · Services-Equipment Rental & Leasing, NEC · Plano, TX · filing with the SEC since 1996
Grade4.6
◀ Past 3.4● Present 4.1▶ Future 6.3

Who owns Upbound Group, Inc.

As filed with the SEC
Holders of 5% or more
5
Blackrock, Inc. holds 13.7% of Common Stock, as its SCHEDULE 13G/A filed Apr 28, 2025 says.
Directors and officers
17
report now, of 46 people on the record since 2006. Their holdings as a group are not read here.
Institutions as a whole
n/a
The record does not read the share held by managers that file Form 13F, so none is printed and no split of the rest is estimated. What it holds is the 5 named at left.
Holders of 5% or moreshare of the class, as filed
Blackrock, Inc.
13.7%
Ieq Capital, LLC
SCHEDULE 13G · filed Aug 14, 2025 · Common Stock, $0.01 par value per share
7.9%
Vanguard Portfolio Management
6.98%
Fmr LLC
SCHEDULE 13G/A · filed Aug 6, 2026 · COMMON STOCK · 9% in Feb 5, 2026
5.7%
Dimensional Fund Advisors LP
5.4%
Allred Aaron R
SCHEDULE 13G/A · filed Jul 22, 2026 · Common Stock · reported falling below 5%, from 7.1% in Oct 22, 2025
under 5%
The Vanguard Group
SCHEDULE 13G/A · filed Mar 27, 2026 · Common Stock · reported falling below 5%
under 5%
What UPBD reports owning in othersstakes of 5% or more, and other ties
Other ties the annual report names
Brigit Acquisition
A company bought · acquisition · Jan 2025 · owns, named in the 10-K filed Feb 23, 2026
Acima Holdings
A company bought · acquisition · owns, named in the 10-K filed Feb 23, 2026
Brigit
A company bought · acquisition · owns, named in the 10-K filed Feb 23, 2026

18 subsidiaries in 2 countries, from the list filed with the 10-K filed Feb 23, 2026.

Insider tradesForm 4
1sales
17purchases
0sales on a scheduled plan
1people selling
$200,000sold, in dollars
$2.0Mbought, in dollars
Open-market trades on Form 4 from Nov 10, 2025 to Nov 10, 2026. A scheduled plan is a selling program set in advance under SEC rule 10b5-1. The trades are listed as filed and do not feed the grade.
By calendar yearSoldBought
17181920212223242526
2026 runs to Nov 10, 2026. Dollars as filed, summed by the transaction date.
People who traded in the window9 of 55 on the roster
PersonRole as filedSalesSoldOn a planBuysBought
Blasquez Anthony JEVP-RAC1$200,00000$0
Brown Jeffrey Jdirector0$009$600,000
Karam FahmiChief Executive Officer0$002$400,000
Khouri HalimEVP, Chief Financial Officer0$001$300,000
Young Scott A.EVP, Chief Operating Officer0$001$200,000
Kumar BalajiEVP, Chief Technology Officer0$001$100,000
Wooters RebeccaEVP, Chief Growth Officer0$001$100,000
Langenstein Mollydirector0$001$100,000
Marino Glenn Pdirector0$001$400,000
SI Assistanton UPBD · research, not advice