UPBDNasdaqServices-Equipment Rental & Leasing, NECFiscal year ends December 31
UPBOUND GROUP, INC.
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Jul 31, 2026
$15.98−0.39 (-2.38%)
Close on Oct 19, 2026
- Market cap
- $938.15M
- P/E (TTM)
- 10.4
- Dividend yield
- 9.76%
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
99.3%
58M of 58M shares
Institutional holders
258
41 new, 17 sold out
Net institutional buying
2M
In Q2 2026
Insider trades, 12 months
6 buys · 1 sales
Net sold $52.95K
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| BlackRock, Inc. | 7,860,363 | 13.70% | 13G (passive) amendment | Mar 31, 2025 |
| FMR LLC | 5,197,356 | 9.00% | 13G (passive) amendment | Dec 31, 2025 |
| Ieq Capital, LLC | 4,540,625 | 7.90% | 13G (passive) | Jun 30, 2025 |
| Vanguard Portfolio Management | 4,057,098 | 6.98% | 13G (passive) | Mar 31, 2026 |
| Abigail P. Johnson | 3,312,579 | 5.70% | 13G (passive) amendment | Jun 30, 2026 |
| Dimensional Fund Advisors LP | 3,119,714 | 5.40% | 13G (passive) | Sep 30, 2026 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of UPBD | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| BlackRock, Inc. | 9,152,511 | 15.70% | $194.22M | +944,446 | 0.00% |
| Vanguard Portfolio Management LLC | 4,234,326 | 7.26% | $89.85M | +295,184 | 0.00% |
| FMR LLC | 3,312,579 | 5.68% | $70.29M | −2,095,235 | 0.00% |
| Dimensional Fund Advisors LP | 2,744,730 | 4.71% | $58.24M | +349,960 | 0.01% |
| State Street Corp | 2,468,483 | 4.23% | $53.32M | +171,994 | 0.00% |
| Goldman Sachs Group Inc | 2,407,712 | 4.13% | $51.09M | +1,030,740 | 0.00% |
| Vanguard Capital Management LLC | 2,327,538 | 3.99% | $49.39M | +51,870 | 0.00% |
| Lsv Asset Management | 2,280,279 | 3.91% | $48.39K | −33,000 | 0.09% |
| Ieq Capital, LLC | 1,770,257 | 3.04% | $37.56M | −2,133,429 | 0.17% |
| Geode Capital Management, LLC | 1,468,034 | 2.52% | $31.16M | +113,050 | 0.00% |
| Bragg Financial Advisors, Inc | 1,189,215 | 2.04% | $25.24M | +66,277 | 0.68% |
| Charles Schwab Investment Management Inc | 1,155,346 | 1.98% | $24.52M | −112,662 | 0.00% |
| Wellington Management Group Llp | 1,104,571 | 1.89% | $23.44M | −151,509 | 0.00% |
| Huber Capital Management LLC | 1,061,869 | 1.82% | $22.53M | −640,736 | 3.32% |
| Morgan Stanley | 1,047,419 | 1.80% | $22.23M | +263,698 | 0.00% |
| Bank of New York Mellon Corp | 888,866 | 1.52% | $18.86M | +33,690 | 0.00% |
| American Century Companies Inc | 853,179 | 1.46% | $18.10M | +510,230 | 0.01% |
| Hotchkis & Wiley Capital Management LLC | 831,810 | 1.43% | $17.65M | +94,150 | 0.05% |
| Aqr Capital Management LLC | 720,150 | 1.24% | $15.28M | +432,836 | 0.01% |
| Millennium Management LLC | 709,357 | 1.22% | $15.05M | +529,958 | 0.01% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 258 | 58M | 99.3% | 41 / 108 | 69 / 17 | 9M | 7M |
| Q1 2026 | 240 | 56M | 96.1% | 40 / 94 | 68 / 35 | 12M | 4M |
| Q4 2025 | 238 | 55M | 94.8% | 41 / 89 | 81 / 57 | 5M | 4M |
| Q3 2025 | 261 | 54M | 92.6% | 44 / 89 | 97 / 36 | 6M | 5M |
| Q2 2025 | 255 | 53M | 90.6% | 45 / 114 | 65 / 31 | 9M | 4M |
| Q1 2025 | 243 | 48M | 82.5% | 38 / 104 | 76 / 33 | 5M | 3M |
| Q4 2024 | 240 | 47M | 80.0% | 37 / 91 | 77 / 38 | 5M | 3M |
| Q3 2024 | 245 | 45M | 77.9% | 33 / 102 | 78 / 33 | 14M | 10M |
| Q2 2024 | 247 | 50M | 85.6% | 40 / 100 | 78 / 33 | 7M | 5M |
| Q1 2024 | 242 | 47M | 81.2% | 38 / 81 | 91 / 28 | 5M | 4M |
| Q4 2023 | 233 | 46M | 78.2% | 45 / 64 | 92 / 24 | 4M | 3M |
| Q3 2023 | 214 | 45M | 77.6% | 24 / 73 | 87 / 27 | 3M | 7M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of UPBD | Value | % of fund | As of |
|---|---|---|---|---|---|
| iShares Core S&P Small-Cap ETF | 3,161,532 | 5.42% | $67.09M | 0.06% | Jun 30, 2026 |
| Fidelity Value Fund | 1,833,774 | 3.15% | $35.56M | 0.34% | Jul 31, 2026 |
| Vanguard Total Stock Market Index Fund | 1,667,251 | 2.86% | $35.38M | 0.00% | Jun 30, 2026 |
| iShares Russell 2000 ETF | 1,418,449 | 2.43% | $30.10M | 0.04% | Jun 30, 2026 |
| Vanguard Small-Cap Index Fund | 1,201,916 | 2.06% | $25.50M | 0.01% | Jun 30, 2026 |
| FPA Queens Road Small Cap Value Fund | 1,055,661 | 1.81% | $20.28M | 1.50% | May 31, 2026 |
| Vanguard Small-Cap Value Index Fund | 762,185 | 1.31% | $16.17M | 0.02% | Jun 30, 2026 |
| Huber Select Large Cap Value Fund | 612,869 | 1.05% | $11.88M | 2.37% | Jul 31, 2026 |
| Fidelity Small Cap Index Fund | 610,211 | 1.05% | $11.83M | 0.03% | Jul 31, 2026 |
| Vanguard Extended Market Index Fund | 606,295 | 1.04% | $12.87M | 0.01% | Jun 30, 2026 |
| Avantis U.S. Small Cap Value ETF | 585,678 | 1.00% | $11.25M | 0.04% | May 31, 2026 |
| iShares Russell 2000 Value ETF | 527,120 | 0.90% | $11.19M | 0.08% | Jun 30, 2026 |
| Schwab Fundamental U.S. Small Company ETF | 522,279 | 0.90% | $10.03M | 0.11% | May 31, 2026 |
| Vanguard Strategic Equity Fund | 503,089 | 0.86% | $10.68M | 0.09% | Jun 30, 2026 |
| State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF | 479,723 | 0.82% | $10.18M | 0.06% | Jun 30, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Mitchell E. Fadel | Chief Executive Officer, Director | 830,841 | 1.43% | Feb 26, 2025 |
| Devpratim Chakraborty | SVP, Brigit | 0 | – | Sep 25, 2026 |
| Scott A. Young | EVP, Chief Operating Officer | 0 | – | Sep 25, 2026 |
| Christopher Keith Pfirrman | EVP, General Counsel | 0 | – | Sep 2, 2026 |
| Anthony J. Blasquez | EVP-RAC | 77,851 | 0.13% | Sep 2, 2026 |
| Fahmi Karam | Chief Executive Officer | 254,505 | 0.44% | Sep 2, 2026 |
| Transient C. Taylor | EVP, CHRO | 66,412 | 0.11% | Sep 2, 2026 |
| Ralph T. Montrone | EVP, Acima | 100,175 | 0.17% | Sep 2, 2026 |
| Halim Khouri | EVP, Chief Financial Officer | 103,854 | 0.18% | Sep 2, 2026 |
| Balaji Kumar | EVP, Chief Technology Officer | 14,749 | 0.03% | Sep 2, 2026 |
| Rebecca Wooters | EVP, Chief Growth Officer | 17,910 | 0.03% | Sep 2, 2026 |
| Bryan J. Pechersky | EVP, GC and Corp Secretary | 43,924 | 0.08% | Feb 27, 2026 |
| Ann L. Davids | EVP, Chief Marketing Officer | 84,387 | 0.14% | Feb 26, 2025 |
| Jeffrey J. Brown | Director | 140,534 | 0.24% | Jul 9, 2026 |
| Carol A. McFate | Director | 0 | – | Jul 9, 2026 |
| Molly Langenstein | Director | 0 | – | Jul 9, 2026 |
| Charu Jain | Director | 0 | – | Jul 9, 2026 |
| Glenn P. Marino | Director | – | – | Jul 9, 2026 |
| Harold G. Lewis | Director | – | – | Jan 5, 2026 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Ralph T. Montrone EVP, Acima | Sep 1, 2026 | Award | +33,226 | – | – | 100,175 |
| Transient C. Taylor EVP, CHRO | Sep 1, 2026 | Award | +22,430 | – | – | 66,412 |
| Anthony J. Blasquez EVP-RAC | Sep 1, 2026 | Award | +32,962 | – | – | 76,679 |
| Anthony J. Blasquez EVP-RAC | Aug 21, 2026 | Sale | −10,000 | $18.85 | $188.50K | 43,717 |
| Jeffrey J. Brown Director | Jul 7, 2026 | Buy | +454 | $20.09 | $9.12K | 23,853 |
| Jeffrey J. Brown Director | Jul 7, 2026 | Buy | +1,841 | $20.09 | $36.99K | 96,681 |
| Jeffrey J. Brown Director | Apr 28, 2026 | Buy | +1,868 | $19.41 | $36.26K | 94,840 |
| Jeffrey J. Brown Director | Apr 28, 2026 | Buy | +461 | $19.41 | $8.95K | 23,399 |
| Balaji Kumar EVP, Chief Technology Officer | Apr 1, 2026 | Award | +14,749 | $18.05 | $266.22K | 14,749 |
| Anthony J. Blasquez EVP-RAC | Feb 26, 2026 | Tax withholding | −485 | $21.54 | $10.45K | 53,717 |
| Transient C. Taylor EVP, CHRO | Feb 26, 2026 | Tax withholding | −481 | $21.54 | $10.36K | 43,982 |
| Bryan J. Pechersky EVP, GC and Corp Secretary | Feb 26, 2026 | Tax withholding | −459 | $21.54 | $9.89K | 43,924 |
| Ralph T. Montrone EVP, Acima | Feb 26, 2026 | Tax withholding | −874 | $21.54 | $18.83K | 66,949 |
| Fahmi Karam Chief Executive Officer, Director | Feb 26, 2026 | Tax withholding | −1,211 | $21.54 | $26.08K | 254,505 |
| Bryan J. Pechersky EVP, GC and Corp Secretary | Feb 24, 2026 | Tax withholding | −529 | $21.36 | $11.30K | 45,065 |
| Bryan J. Pechersky EVP, GC and Corp Secretary | Feb 24, 2026 | Tax withholding | −682 | $21.36 | $14.57K | 44,383 |
| Fahmi Karam Chief Executive Officer, Director | Feb 24, 2026 | Tax withholding | −6,112 | $21.36 | $130.55K | 255,716 |
| Fahmi Karam Chief Executive Officer, Director | Feb 24, 2026 | Tax withholding | −3,670 | $21.36 | $78.39K | 261,828 |
| Anthony J. Blasquez EVP-RAC | Feb 24, 2026 | Tax withholding | −630 | $21.36 | $13.46K | 54,202 |
| Anthony J. Blasquez EVP-RAC | Feb 24, 2026 | Tax withholding | −573 | $21.36 | $12.24K | 54,832 |
| Transient C. Taylor EVP, CHRO | Feb 24, 2026 | Tax withholding | −558 | $21.36 | $11.92K | 45,150 |
| Transient C. Taylor EVP, CHRO | Feb 24, 2026 | Tax withholding | −687 | $21.36 | $14.67K | 44,463 |
| Ralph T. Montrone EVP, Acima | Feb 24, 2026 | Tax withholding | −1,031 | $21.36 | $22.02K | 68,968 |
| Ralph T. Montrone EVP, Acima | Feb 24, 2026 | Tax withholding | −1,145 | $21.36 | $24.46K | 67,823 |
| Bryan J. Pechersky EVP, GC and Corp Secretary | Feb 23, 2026 | Award | +21,130 | $22.78 | $481.34K | 45,594 |
| Fahmi Karam Chief Executive Officer, Director | Feb 23, 2026 | Award | +86,918 | $22.78 | $1.98M | 265,498 |
| Rebecca Wooters EVP, Chief Growth Officer | Feb 23, 2026 | Award | +17,910 | $22.78 | $407.99K | 17,910 |
| Anthony J. Blasquez EVP-RAC | Feb 23, 2026 | Award | +14,925 | $22.78 | $339.99K | 55,405 |
| Transient C. Taylor EVP, CHRO | Feb 23, 2026 | Award | +21,130 | $22.78 | $481.34K | 45,708 |
| Ralph T. Montrone EVP, Acima | Feb 23, 2026 | Award | +15,044 | $22.78 | $342.70K | 69,999 |
| Halim Khouri EVP, Chief Financial Officer | Feb 23, 2026 | Award | +20,149 | $22.78 | $458.99K | 103,854 |
| Anthony J. Blasquez EVP-RAC | Feb 10, 2026 | Award | +10,966 | $20.70 | $227.00K | 43,477 |
| Anthony J. Blasquez EVP-RAC | Feb 10, 2026 | Tax withholding | −2,997 | $20.70 | $62.04K | 40,480 |
| Fahmi Karam Chief Executive Officer, Director | Feb 10, 2026 | Award | +43,516 | $20.70 | $900.78K | 195,848 |
| Fahmi Karam Chief Executive Officer, Director | Feb 10, 2026 | Tax withholding | −17,268 | $20.70 | $357.45K | 178,580 |
| Ralph T. Montrone EVP, Acima | Feb 10, 2026 | Tax withholding | −5,134 | $20.70 | $106.27K | 54,955 |
| Ralph T. Montrone EVP, Acima | Feb 10, 2026 | Award | +10,966 | $20.70 | $227.00K | 60,089 |
| Bryan J. Pechersky EVP, GC and Corp Secretary | Feb 10, 2026 | Award | +6,266 | $20.70 | $129.71K | 27,262 |
| Bryan J. Pechersky EVP, GC and Corp Secretary | Feb 10, 2026 | Tax withholding | −2,798 | $20.70 | $57.92K | 24,464 |
| Transient C. Taylor EVP, CHRO | Feb 10, 2026 | Tax withholding | −2,936 | $20.70 | $60.78K | 24,578 |
| Transient C. Taylor EVP, CHRO | Feb 10, 2026 | Award | +6,615 | $20.70 | $136.93K | 27,514 |
| Jeffrey J. Brown Director | Jan 6, 2026 | Buy | +495 | $17.68 | $8.75K | 22,938 |
| Jeffrey J. Brown Director | Jan 6, 2026 | Buy | +2,007 | $17.68 | $35.48K | 92,972 |
| Halim Khouri EVP, Chief Financial Officer | Dec 1, 2025 | Award | +83,705 | – | – | 83,705 |
| Fahmi Karam Chief Executive Officer | Nov 4, 2025 | Tax withholding | −12,340 | $20.01 | $246.92K | 152,332 |
| Jeffrey J. Brown Director | Oct 21, 2025 | Buy | +386 | $22.27 | $8.60K | 22,443 |
| Jeffrey J. Brown Director | Oct 21, 2025 | Buy | +1,565 | $22.27 | $34.85K | 90,965 |
| Ralph T. Montrone EVP, Acima | Sep 11, 2025 | Sale | −6,000 | $25.23 | $151.38K | 49,123 |
| Anthony J. Blasquez EVP-RAC | Aug 21, 2025 | Sale | −3,500 | $23.63 | $82.71K | 32,511 |
| Jeffrey J. Brown Director | Jul 8, 2025 | Buy | +327 | $25.90 | $8.47K | 22,057 |
| Jeffrey J. Brown Director | Jul 8, 2025 | Buy | +1,326 | $25.90 | $34.34K | 89,400 |
| Transient C. Taylor EVP, CHRO | Jul 1, 2025 | Tax withholding | −2,574 | $25.10 | $64.61K | 20,899 |
| Jeffrey J. Brown Director | May 6, 2025 | Buy | +21,730 | $23.75 | $516.09K | 21,730 |
| Jeffrey J. Brown Director | Apr 22, 2025 | Buy | +1,694 | $19.89 | $33.69K | 88,074 |
| Fahmi Karam EVP, Chief Financial Officer | Mar 10, 2025 | Buy | +11,500 | $25.82 | $296.93K | 164,672 |
| Anthony J. Blasquez EVP-RAC | Feb 26, 2025 | Tax withholding | −485 | $27.33 | $13.26K | 36,011 |
| Bryan J. Pechersky EVP, GC and Corp Secretary | Feb 26, 2025 | Tax withholding | −436 | $27.33 | $11.92K | 20,996 |
| Transient C. Taylor EVP, CHRO | Feb 26, 2025 | Tax withholding | −481 | $27.33 | $13.15K | 23,473 |
| Mitchell E. Fadel Chief Executive Officer, Director | Feb 26, 2025 | Tax withholding | −5,870 | $27.33 | $160.43K | 829,689 |
| Fahmi Karam EVP, Chief Financial Officer | Feb 26, 2025 | Tax withholding | −1,211 | $27.33 | $33.10K | 153,172 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Anthony J. Blasquez Officer | Aug 21, 2026 | 10,000 | $188.57K | Aug 21, 2026 | Restricted Stock Vesting |
| Ralph T. Montrone Officer | Sep 11, 2025 | 6,000 | $151.39K | Sep 11, 2025 | EXECUTIVE PAYOUT |
| Blasquez Anthony Officer | Aug 21, 2025 | 3,500 | $82.71K | Aug 21, 2025 | PSU Vesting |
| Davids Ann Officer | Jun 30, 2025 | 8,423 | $215.63K | Jun 30, 2025 | Stock Option Exercise |
| Davids Ann Officer | May 8, 2025 | 6,193 | $148.63K | May 8, 2025 | Stock Option Exercise |
| J. Blasquez Anthony Officer | Aug 27, 2024 | 2,500 | $83.00K | Aug 27, 2024 | stock option |
| Cornell Taylor Transient Officer | Aug 26, 2024 | 15,127 | $510.84K | Aug 26, 2024 | stock option |
| Tyler Montrone Ralph Officer | Aug 5, 2024 | 15,000 | $487.08K | Aug 5, 2024 | Company merger |
| J. Blasquez Anthony Officer | Mar 14, 2024 | 12,485 | $415.00K | Mar 14, 2024 | employee stock option |
| Tyler Montrone Ralph Officer | Feb 28, 2024 | 30,000 | $1.01M | Feb 28, 2024 | Company merger |
| Tyler Montrone Ralph Officer | Aug 10, 2023 | 21,570 | $689.59K | Aug 10, 2023 | Company merger |
| J. Blasquez Anthony Officer | Aug 8, 2023 | 8,881 | $170.00K | Aug 8, 2023 | employee stock option |