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
DateValueNameEntityRoleSharesMax Price
22 Oct 24BuyMex$619,695Jeffrey BrownIndividual1,065Mex$581.87
27 Aug 24SellMex$1,632,931Anthony BlasquezIndividual2,500Mex$653.17
26 Aug 24SellMex$9,959,768Transient TaylorIndividual15,127Mex$658.41
05 Aug 24SellMex$9,493,579Tyler MontroneIndividual15,000Mex$632.91
09 Jul 24BuyMex$552,207Jeffrey BrownIndividual1,031Mex$535.60
22 Apr 24BuyMex$520,673Jeffrey BrownIndividual991Mex$525.40
28 Feb 24SellMex$17,174,838Tyler MontroneIndividual30,000Mex$572.49
09 Jan 24BuyMex$508,641Jeffrey BrownIndividual912Mex$557.72
11 Dec 23SellMex$586,589,760Engaged Capital, LLCCompany1,106,725Mex$545.89

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 TypeNumber of SharesOwnership Percentage
General Public1,389,9132.48%
Hedge Funds3,857,9166.9%
Individual Insiders6,232,74911.1%
Institutions44,452,91479.5%

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


Top Shareholders

Top 25 shareholders own 82.89% of the company
OwnershipNameSharesCurrent ValueChange %Portfolio %
15%
FMR LLC
8,359,312Mex$4.9b0.11%0.02%
14.1%
BlackRock, Inc.
7,862,952Mex$4.6b-1.23%0.01%
10%
The Vanguard Group, Inc.
5,596,898Mex$3.3b-2.91%no data
9.22%
Aaron Allred
5,155,768Mex$3.0b0.07%no data
6.9%
Engaged Capital, LLC
3,857,916Mex$2.3b7.04%16.6%
4.02%
State Street Global Advisors, Inc.
2,246,018Mex$1.3b2.31%no data
3.54%
IEQ Capital, LLC
1,982,688Mex$1.2b-0.37%1.48%
3.22%
Dimensional Fund Advisors LP
1,802,934Mex$1.1b24.2%0.01%
1.77%
Geode Capital Management, LLC
989,409Mex$583.8m2.87%no data
1.66%
LSV Asset Management
927,200Mex$547.1m-1.48%0.06%
1.63%
BNY Mellon Asset Management
909,404Mex$536.6m-1.63%0.01%
1.43%
Charles Schwab Investment Management, Inc.
802,233Mex$473.4m7.84%0.01%
1.04%
Mitchell Fadel
579,364Mex$341.9m0.11%no data
1.01%
Northern Trust Global Investments
563,490Mex$332.5m0.3%no data
0.95%
American Century Investment Management Inc
532,278Mex$314.1m15.4%0.01%
0.92%
Fuller & Thaler Asset Management, Inc.
515,360Mex$304.1m0.02%0.1%
0.91%
Huber Capital Management LLC
510,207Mex$301.1m-3.89%4.2%
0.86%
Norges Bank Investment Management
480,421Mex$283.5m0%no data
0.76%
Alyeska Investment Group, L.P.
424,595Mex$250.5m-4.88%0.12%
0.75%
Invesco Capital Management LLC
420,959Mex$248.4m9.94%0.01%
0.75%
Hotchkis and Wiley Capital Management, LLC
418,670Mex$247.0m1.04%0.05%
0.74%
J.P. Morgan Asset Management, Inc.
412,010Mex$243.1m8.8%no data
0.66%
Goldman Sachs Group, Investment Banking and Securities Investments
370,642Mex$218.7m14.3%0.01%
0.6%
Victory Capital Management Inc.
334,343Mex$197.3m6.28%0.01%
0.55%
Federated Hermes, Inc.
306,884Mex$181.1m-18%0.03%