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Upbound Group, Inc. (UPBD) Institutional Ownership & Insider Trading

258 institutions reported holding Upbound Group, Inc. shares in 13F filings for the quarter ended 2026-06-30, according to EquiReason's reading of their SEC filings. 9 insider trades on Form 4 since 2025-10-01.

Source: SEC EDGAR filings · figures as of 2026-06-30 · read by EquiReason

UPBDUpbound Group, Inc.Follow UPBD — free
Software - Application · Technology
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Price chart with a free account
Market cap
995.8M
P/E TTM
11.1
Dividend yield
9.1%
52-week
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Next earnings
29 Oct, in 5 days

Institutions · all 13F filers

quarter to 30 Jun 2026 · filers in both quarters

258 institutions held 99.3% of the shares. Across filers that reported both quarters, shares held changed +3.4%.

Increased+100New+31Decreased-62Closed-13

Largest moves, shares (millions)

Goldman Sachs Group+1.0MBlackRock+0.9MMillennium Management+0.5MIeq Capital-2.1MFMR-2.1MHuber Capital Management-0.6M

Institutional flow by quarter

net shares added or trimmed, millions · filers in both quarters
-5.9Sep 24+1.0Dec 24+1.7Mar 25+4.7Jun 25+1.3Sep 25+1.5Dec 25+0.8Mar 26+1.9Jun 26
QuarterHoldersShares held, MChangeIncreasedNewDecreasedClosed
Jun 2625858+3.4%100316213
Mar 2623656+1.6%87286132
Dec 2523355+2.8%86287349
Sep 2525554+2.5%83348528
Jun 2525353+9.7%106376423
Mar 2523948+3.7%94276426
Dec 2423947+2.3%83227133
Sep 2424345-14.0%94287329

Upbound Group, Inc. — questions

Who owns Upbound Group, Inc. stock?
258 institutions reported Upbound Group, Inc. shares in 13F filings for the quarter ended 2026-06-30. The largest: BlackRock, Inc. (15.7%), VANGUARD PORTFOLIO MANAGEMENT LLC (7.3%), FMR LLC (5.7%).
Are Upbound Group, Inc. insiders buying or selling?
9 insider trades on Form 4 since 2025-10-01; the full list, with dates, people and plan status, is on this page.

Every figure on this page comes from Upbound Group, Inc.'s own SEC filings — see them on SEC EDGAR. Price data is licensed and shown only inside the product.

How these figures are read: methodology · EquiReason.