Upbound Group, Inc. (UPBD) shareholders
UPBDNasdaqServices-Equipment Rental & Leasing, NECFiscal year ends December 31
Financials through Q3 FY2026, quarter ended Sep 30, 2026Last filing: 10-Q on Oct 30, 2026Score 17/3026% below fair value
$25.09+1.21 (+5.07%)
Close on Nov 13, 2026Market cap $1.46BP/E 13.2Yield 6.22%
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
17 buys · 1 sales
Net bought $1.79M
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 Joint filing with Abigail P. Johnson (9.00%) | 5,197,356 | 9.00% | 13G (passive) amendment | Dec 31, 2025 |
| Vanguard Portfolio Management | 4,662,483 | 7.99% | 13G (passive) amendment | Sep 30, 2026 |
| Ieq Capital, LLC | 4,540,625 | 7.90% | 13G (passive) | Jun 30, 2025 |
| Abigail P. Johnson Joint filing with FMR LLC (5.70%) | 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% | $48.39M | −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 | 96.0% | 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 | 90.5% | 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 | 77.5% | 24 / 73 | 87 / 27 | 3M | 7M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
286 funds held UPBD in Q2 2026, 52% of their shares through ETFs. Each fund counts once per quarter, from its quarter-end report.
| 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 |
|---|---|---|---|---|
| Fahmi Karam | Chief Executive Officer, Director | 271,077 | 0.46% | Nov 9, 2026 |
| Mitchell E. Fadel | Chief Executive Officer, Director | 830,841 | 1.43% | Feb 26, 2025 |
| Scott A. Young | EVP, Chief Operating Officer | 6,015 | 0.01% | Nov 10, 2026 |
| Halim Khouri | EVP, Chief Financial Officer | 114,854 | 0.20% | Nov 4, 2026 |
| Rebecca Wooters | EVP, Chief Growth Officer | 22,235 | 0.04% | Nov 4, 2026 |
| Balaji Kumar | EVP, Chief Technology Officer | 16,949 | 0.03% | Nov 4, 2026 |
| Devpratim Chakraborty | SVP, Brigit | 22,104 | 0.04% | Oct 2, 2026 |
| Christopher Keith Pfirrman | EVP, General Counsel | 0 | – | Sep 2, 2026 |
| Anthony J. Blasquez | EVP-RAC | 77,851 | 0.13% | 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 |
| 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 |
| Glenn P. Marino | Director | 17,400 | 0.03% | Nov 4, 2026 |
| Jeffrey J. Brown | Director | 160,943 | 0.28% | Nov 4, 2026 |
| Molly Langenstein | Director | 2,186 | 0.00% | Nov 4, 2026 |
| Carol A. McFate | Director | 0 | – | Oct 29, 2026 |
| Charu Jain | Director | 0 | – | Oct 29, 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 |
|---|---|---|---|---|---|---|
| Scott A. Young EVP, Chief Operating Officer | Nov 9, 2026 | Buy | +6,015 | $24.95 | $150.07K | 6,015 |
| Fahmi Karam Chief Executive Officer, Director | Nov 5, 2026 | Buy | +12,165 | $24.66 | $299.99K | 271,077 |
| Fahmi Karam Chief Executive Officer, Director | Nov 3, 2026 | Buy | +4,407 | $22.71 | $100.08K | 258,912 |
| Rebecca Wooters EVP, Chief Growth Officer | Nov 3, 2026 | Buy | +4,325 | $23.00 | $99.48K | 22,235 |
| Halim Khouri EVP, Chief Financial Officer | Nov 2, 2026 | Buy | +11,000 | $22.78 | $250.58K | 114,854 |
| Glenn P. Marino Director | Nov 2, 2026 | Buy | +17,400 | $22.61 | $393.41K | 17,400 |
| Balaji Kumar EVP, Chief Technology Officer | Nov 2, 2026 | Buy | +2,200 | $22.77 | $50.09K | 16,949 |
| Molly Langenstein Director | Nov 2, 2026 | Buy | +2,186 | $22.91 | $50.08K | 2,186 |
| Jeffrey J. Brown Director | Nov 2, 2026 | Buy | +17,645 | $22.67 | $400.01K | 116,543 |
| Jeffrey J. Brown Director | Oct 27, 2026 | Buy | +2,217 | $17.01 | $37.71K | 98,898 |
| Jeffrey J. Brown Director | Oct 27, 2026 | Buy | +547 | $17.01 | $9.30K | 24,400 |
| 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 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Short interest
Shares sold short and not yet bought back, as of Oct 30, 2026 (FINRA, reported twice a month)
Short % of float
14.78%
8M shares short
Days to cover
6.2
At 1M shares a day
Change since last report
-9.1%
From 9M shares
Short volume, 20 days
47.7%
Of volume reported to FINRA
Shares sold short, last 12 months
Short sale volume counts trades marked short on any given day, including market-maker hedging, so it runs far higher than the share of Upbound's stock actually held short. Settlement fails (shares not delivered on time) peaked at 31,577 shares on Sep 3, 2026 over the last 90 days.
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 |
| Anthony J. Blasquez Officer | Aug 21, 2025 | 3,500 | $82.71K | Aug 21, 2025 | PSU Vesting |
| Ann L. Davids Officer | Jun 30, 2025 | 8,423 | $215.63K | Jun 30, 2025 | Stock Option Exercise |
| Ann L. Davids Officer | May 8, 2025 | 6,193 | $148.63K | May 8, 2025 | Stock Option Exercise |
| Anthony J. Blasquez Officer | Aug 27, 2024 | 2,500 | $83.00K | Aug 27, 2024 | stock option |
| Transient C. Taylor Officer | Aug 26, 2024 | 15,127 | $510.84K | Aug 26, 2024 | stock option |
| Ralph T. Montrone Officer | Aug 5, 2024 | 15,000 | $487.08K | Aug 5, 2024 | Company merger |
| Anthony J. Blasquez Officer | Mar 14, 2024 | 12,485 | $415.00K | Mar 14, 2024 | employee stock option |
| Ralph T. Montrone Officer | Feb 28, 2024 | 30,000 | $1.01M | Feb 28, 2024 | Company merger |
| Ralph T. Montrone Officer | Aug 10, 2023 | 21,570 | $689.59K | Aug 10, 2023 | Company merger |
| Anthony J. Blasquez Officer | Aug 8, 2023 | 8,881 | $170.00K | Aug 8, 2023 | employee stock option |
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