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
Date	Value	Name	Entity	Shares	Max Price
21 Oct 25	BuyUS$43,449	Jeffrey Brown	Individual	1,951	US$22.27
11 Sep 25	SellUS$151,380	Tyler Montrone	Individual	6,000	US$25.23
21 Aug 25	SellUS$82,705	Anthony Blasquez	Individual	3,500	US$23.63
08 Jul 25	BuyUS$42,813	Jeffrey Brown	Individual	1,653	US$25.90
06 May 25	BuyUS$516,088	Jeffrey Brown	Individual	21,730	US$23.75
22 Apr 25	BuyUS$33,694	Jeffrey Brown	Individual	1,694	US$19.89
10 Mar 25	BuyUS$296,930	Fahmi Karam	Individual	11,500	US$25.82
07 Jan 25	BuyUS$33,245	Jeffrey Brown	Individual	1,146	US$29.01

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
State or Government	41,258	0.0689%
Private Companies	1,664,190	2.78%
Individual Insiders	3,814,698	6.37%
Institutions	54,350,252	90.8%

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

Top Shareholders

Top 25 shareholders own 81.44% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
13.8%	BlackRock, Inc.	7,985,972	US$141.0m	-2.32%	no data
11.9%	The Vanguard Group, Inc.	6,901,150	US$121.9m	0.63%	no data
8.51%	FMR LLC	4,927,187	US$87.0m	6.76%	no data
7.12%	IEQ Capital, LLC	4,123,127	US$72.8m	-9.19%	0.22%
4.37%	LSV Asset Management	2,532,951	US$44.7m	24.1%	0.09%
4.21%	Aaron Allred	2,437,043	US$43.0m	-8.76%	no data
3.74%	State Street Global Advisors, Inc.	2,164,378	US$38.2m	3.78%	no data
3.7%	Dimensional Fund Advisors LP	2,140,754	US$37.8m	-1.35%	0.01%
2.87%	Alterra Holdings Corporation	1,664,190	US$29.4m	-12.3%	no data
2.24%	Geode Capital Management, LLC	1,296,119	US$22.9m	-3.37%	no data
2.17%	Wellington Management Group LLP	1,255,874	US$22.2m	60.3%	no data
1.98%	Charles Schwab Investment Management, Inc.	1,144,294	US$20.2m	4.92%	no data
1.73%	Mitchell Fadel	1,000,402	US$17.7m	0%	no data
1.7%	Bragg Financial Advisors, Inc.	985,889	US$17.4m	10.8%	0.57%
1.67%	Huber Capital Management LLC	965,270	US$17.0m	67.9%	2.63%
1.33%	BNY Asset Management	772,282	US$13.6m	-2.15%	no data
1.15%	Teachers Insurance and Annuity Association-College Retirement Equities Fund	668,143	US$11.8m	-26%	no data
1.14%	Qube Research & Technologies Ltd	662,760	US$11.7m	-15.5%	0.02%
1.07%	Northern Trust Global Investments	622,079	US$11.0m	-1.45%	no data
1.02%	Kennedy Capital Management LLC	592,301	US$10.5m	0.92%	0.22%
1.01%	Morgan Stanley	587,319	US$10.4m	-3.02%	no data
0.91%	Bridgeway Capital Management, LLC	525,534	US$9.3m	5,210%	0.13%
0.76%	Citadel Advisors LLC	440,665	US$7.8m	171%	0.01%
0.66%	Fuller & Thaler Asset Management, Inc.	384,052	US$6.8m	-57.6%	0.02%
0.65%	Invesco Capital Management LLC	378,838	US$6.7m	3.09%	no data

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2025/12/24 08:48
End of Day Share Price	2025/12/24 00:00
Earnings	2025/09/30
Annual Earnings	2024/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

Package	Data	Timeframe	Example US Source ^*
Company Financials	10 years	Income statement Cash flow statement Balance sheet	SEC Form 10-K SEC Form 10-Q
Analyst Consensus Estimates	+3 years	Forecast financials Analyst price targets	Analyst Research Reports Blue Matrix
Market Prices	30 years	Stock prices Dividends, Splits and Actions	ICE Market Data SEC Form S-1
Ownership	10 years	Top shareholders Insider trading	SEC Form 4 SEC Form 13D
Management	10 years	Leadership team Board of directors	SEC Form 10-K SEC Form DEF 14A
Key Developments	10 years	Company announcements	SEC Form 8-K

^* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Upbound Group, Inc. is covered by 17 analysts. 8 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

Analyst	Institution
Jason Haas	BofA Global Research
Vincent Caintic	BTIG
Laura Champine	Canaccord Genuity