Upbound Group Ownership

Who are the major shareholders and have insiders been buying or selling?

Recent Insider Transactions

BMV:UPBD * Recent Insider Transactions by Companies or Individuals
Date	Value	Name	Entity	Shares	Max Price
22 Apr 24	BuyMex$520,673	Jeffrey Brown	Individual	991	Mex$525.40
28 Feb 24	SellMex$17,174,838	Tyler Montrone	Individual	30,000	Mex$572.49
09 Jan 24	BuyMex$508,641	Jeffrey Brown	Individual	912	Mex$557.72
11 Dec 23	SellMex$586,589,760	Engaged Capital, LLC	Company	1,106,725	Mex$545.89
24 Oct 23	BuyMex$497,983	Jeffrey Brown	Individual	988	Mex$504.03
10 Aug 23	SellMex$11,762,376	Tyler Montrone	Individual	21,570	Mex$559.91
11 Jul 23	BuyMex$461,021	Jeffrey Brown	Individual	877	Mex$525.68

Insider Trading Volume

Insider Buying: UPBD * insiders have bought more shares than they have sold in the past 3 months.

Ownership Breakdown

What is the ownership structure of UPBD *?
Owner Type	Number of Shares	Ownership Percentage
General Public	1,389,913	2.48%
Hedge Funds	3,857,916	6.9%
Individual Insiders	6,232,749	11.1%
Institutions	44,452,914	79.5%

Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.

Top Shareholders

Top 25 shareholders own 82.89% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
15%	FMR LLC	8,359,312	Mex$4.9b	0.11%	0.02%
14.1%	BlackRock, Inc.	7,862,952	Mex$4.6b	-1.23%	0.01%
10%	The Vanguard Group, Inc.	5,596,898	Mex$3.3b	-2.91%	no data
9.22%	Aaron Allred	5,155,768	Mex$3.0b	0.07%	no data
6.9%	Engaged Capital, LLC	3,857,916	Mex$2.3b	7.04%	16.6%
4.02%	State Street Global Advisors, Inc.	2,246,018	Mex$1.3b	2.31%	no data
3.54%	IEQ Capital, LLC	1,982,688	Mex$1.2b	-0.37%	1.48%
3.22%	Dimensional Fund Advisors LP	1,802,934	Mex$1.1b	24.2%	0.01%
1.77%	Geode Capital Management, LLC	989,409	Mex$583.8m	2.87%	no data
1.66%	LSV Asset Management	927,200	Mex$547.1m	-1.48%	0.06%
1.63%	BNY Mellon Asset Management	909,404	Mex$536.6m	-1.63%	0.01%
1.43%	Charles Schwab Investment Management, Inc.	802,233	Mex$473.4m	7.84%	0.01%
1.04%	Mitchell Fadel	579,364	Mex$341.9m	0.11%	no data
1.01%	Northern Trust Global Investments	563,490	Mex$332.5m	0.3%	no data
0.95%	American Century Investment Management Inc	532,278	Mex$314.1m	15.4%	0.01%
0.92%	Fuller & Thaler Asset Management, Inc.	515,360	Mex$304.1m	0.02%	0.1%
0.91%	Huber Capital Management LLC	510,207	Mex$301.1m	-3.89%	4.2%
0.86%	Norges Bank Investment Management	480,421	Mex$283.5m	0%	no data
0.76%	Alyeska Investment Group, L.P.	424,595	Mex$250.5m	-4.88%	0.12%
0.75%	Invesco Capital Management LLC	420,959	Mex$248.4m	9.94%	0.01%
0.75%	Hotchkis and Wiley Capital Management, LLC	418,670	Mex$247.0m	1.04%	0.05%
0.74%	J.P. Morgan Asset Management, Inc.	412,010	Mex$243.1m	8.8%	no data
0.66%	Goldman Sachs Group, Investment Banking and Securities Investments	370,642	Mex$218.7m	14.3%	0.01%
0.6%	Victory Capital Management Inc.	334,343	Mex$197.3m	6.28%	0.01%
0.55%	Federated Hermes, Inc.	306,884	Mex$181.1m	-18%	0.03%