Upbound Group Ownership

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


Recent Insider Transactions

NasdaqGS:UPBD Recent Insider Transactions by Companies or Individuals
DateValueNameEntityRoleSharesMax Price
28 Feb 24SellUS$1,004,400Tyler MontroneIndividual30,000US$33.48
09 Jan 24BuyUS$30,041Jeffrey BrownIndividual912US$32.94
11 Dec 23SellUS$33,657,507Engaged Capital, LLCCompany1,106,725US$31.32
24 Oct 23BuyUS$27,279Jeffrey BrownIndividual988US$27.61
10 Aug 23SellUS$694,089Tyler MontroneIndividual21,570US$33.04
11 Jul 23BuyUS$26,994Jeffrey BrownIndividual877US$30.78
24 Apr 23BuyUS$26,609Jeffrey BrownIndividual1,143US$23.28

Insider Trading Volume

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


Ownership Breakdown

What is the ownership structure of UPBD?
Owner TypeNumber of SharesOwnership Percentage
Private Companies10,4110.0191%
State or Government37,8550.0696%
General Public3,477,0206.39%
Individual Insiders6,237,68811.5%
Institutions44,652,85582.1%

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


Top Shareholders

Top 25 shareholders own 79.78% of the company
OwnershipNameSharesCurrent ValueChange %Portfolio %
14.7%
BlackRock, Inc.
7,994,748US$279.8m2.28%no data
12.6%
FMR LLC
6,849,491US$239.7m10.6%0.02%
10.7%
The Vanguard Group, Inc.
5,796,072US$202.9m-0.11%no data
9.37%
Aaron Allred
5,097,413US$178.4m-1.13%no data
4.4%
Engaged Capital, LLC
2,396,916US$83.9m-34.6%11.86%
3.95%
Dimensional Fund Advisors LP
2,148,331US$75.2m3.01%0.01%
3.59%
State Street Global Advisors, Inc.
1,952,821US$68.3m-3.43%no data
2.59%
IEQ Capital, LLC
1,406,940US$49.2m-1.78%0.75%
2.18%
LSV Asset Management
1,184,352US$41.5m9.39%0.07%
2.05%
Geode Capital Management, LLC
1,117,437US$39.1m3.31%no data
1.49%
Charles Schwab Investment Management, Inc.
810,353US$28.4m-1.58%no data
1.43%
American Century Investment Management Inc
778,346US$27.2m6.37%0.01%
1.39%
BNY Mellon Asset Management
757,668US$26.5m-14.5%no data
1.16%
Mitchell Fadel
629,287US$22.0m8.62%no data
1.05%
Northern Trust Global Investments
573,610US$20.1m-1.95%no data
0.95%
Fuller & Thaler Asset Management, Inc.
515,561US$18.0m0.3%0.09%
0.86%
Managed Account Advisors LLC
469,016US$16.4m-31.2%no data
0.8%
Teachers Insurance and Annuity Association-College Retirement Equities Fund
434,118US$15.2m-0.01%no data
0.72%
Huber Capital Management LLC
393,191US$13.8m-20.1%3.26%
0.7%
Merrill Lynch & Co. Inc., Banking Investments
381,488US$13.4m28.8%0.01%
0.68%
Morgan Stanley, Investment Banking and Brokerage Investments
371,621US$13.0m65.7%no data
0.68%
Invesco Capital Management LLC
370,456US$13.0m-15.8%0.01%
0.66%
Norges Bank Investment Management
358,254US$12.5m-25.4%no data
0.62%
Goldman Sachs Group, Investment Banking and Securities Investments
335,635US$11.7m1.29%0.01%
0.53%
Federated Hermes, Inc.
288,425US$10.1m-2.69%0.03%
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