Upbound Group Ownership | Who Owns Upbound Group?
Upbound Group Ownership Summary
Upbound Group is owned by 103.88% institutional investors, 3.81% insiders. Blackrock funding, inc. /de is the largest institutional shareholder, holding 16.13% of UPBD shares. iShares Core S&P Small-Cap ETF is the top mutual fund, with 5.48% of its assets in Upbound Group shares.
UPBD Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Upbound Group | 103.88% | 3.81% | -7.69% |
| Sector | Technology Stocks | 53.74% | 14.92% | 31.34% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock funding, inc. /de | 9.15M | 16.13% | $194.22M |
| Fmr | 3.31M | 5.84% | $70.29M |
| Dimensional fund advisors lp | 2.74M | 4.84% | $58.24M |
| State street | 2.47M | 4.35% | $53.32M |
| Goldman sachs group | 2.41M | 4.24% | $51.09M |
| Vanguard capital management | 2.33M | 4.10% | $49.39M |
| Lsv asset management | 2.28M | 4.02% | $48.39M |
| Ieq capital | 1.77M | 3.12% | $37.56M |
| Geode capital management | 1.47M | 2.59% | $31.16M |
| Bragg financial advisors | 1.19M | 2.10% | $25.24M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Huber capital management | 1.06M | 3.32% | $22.53M |
| Miller value partners | 258.00K | 1.29% | $5.47M |
| Mork capital management | 62.61K | 0.85% | $1.33M |
| Bragg financial advisors | 1.19M | 0.68% | $25.24M |
| Clark estates inc/ny | 113.00K | 0.55% | $2.40M |
| Range financial group | 82.91K | 0.48% | $1.76M |
| Optimize financial | 32.59K | 0.29% | $588.34K |
| Entrypoint capital | 54.79K | 0.28% | $1.16M |
| Kennedy capital management | 652.00K | 0.24% | $13.84M |
| Inspire advisors | 154.94K | 0.23% | $3.27M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Sixth street partners management company | 1.16M | 0.00% | 1.16M |
| Goldman sachs group | 2.41M | 0.00% | 1.03M |
| Blackrock funding, inc. /de | 9.15M | 0.00% | 944.45K |
| Millennium management | 709.36K | 0.01% | 529.96K |
| American century companies | 853.18K | 0.01% | 510.23K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Ieq capital | 1.77M | 0.17% | -2.13M |
| Fmr | 3.31M | 0.00% | -2.10M |
| Huber capital management | 1.06M | 3.32% | -640.74K |
| Balyasny asset management | 234.92K | 0.01% | -361.78K |
| Wellington management group llp | 1.10M | 0.00% | -151.51K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Sixth street partners management company | 1.16M | 0.00% | 1.16M | $24.52M |
| Arrowstreet capital, limited partnership | 182.31K | 0.00% | 182.31K | $3.87M |
| Picton mahoney asset management | 131.44K | 0.02% | 131.44K | $2.79M |
| Venture visionary partners | 91.37K | 0.05% | 91.37K | $1.94M |
| Ci private wealth | 82.76K | 0.00% | 82.76K | $1.76M |
Sold Out
| Holder | Change |
|---|---|
| Kilter group | -3.00 |
| Manchester capital management | -15.00 |
| Northwestern mutual wealth management | -52.00 |
| Wealth preservation advisors | -63.00 |
| Quadrant capital group | -71.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Jun 30, 2026 | 260 | 5.26% | 58,939,849 | 5.13% | 103 | 1.06% | 145 | 7.41% | 69 | - |
| Mar 31, 2026 | 114 | -52.70% | 16,281,841 | -70.53% | 28 | 0.30% | 57 | -56.15% | 32 | -59.49% |
| Dec 31, 2025 | 238 | -11.52% | 55,140,946 | 2.62% | 97 | 1.09% | 127 | -5.22% | 79 | -17.71% |
| Sep 30, 2025 | 269 | 1.51% | 53,731,726 | 1.35% | 94 | 1.08% | 134 | -16.25% | 96 | 45.45% |
| Jun 30, 2025 | 265 | 7.29% | 53,013,891 | 10.02% | 93 | 1.26% | 160 | 12.68% | 66 | -13.16% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| iShares Core S&P Small-Cap ETF | 3.20M | 5.48% | 2.20K |
| Fidelity Value | 1.78M | 3.06% | -162.20K |
| Vanguard Morn Total Stk Mkt Idx Investor | 1.67M | 2.86% | 30.00K |
| Vanguard Total Stock Mkt Idx Inv | 1.67M | 2.86% | 30.00K |
| iShares Russell 2000 ETF | 1.40M | 2.40% | -24.86K |
| Vanguard Small Cap Index | 1.21M | 2.07% | 2.22K |
| FPA Queens Road Small Cap Value Inv | 1.13M | 1.93% | 71.68K |
| Fidelity US All Cap Series F | 771.20K | 1.32% | 22.60K |
| Vanguard Morn Small Cap Value Index | 765.18K | 1.31% | -10.24K |
| Vanguard Small Cap Value Index Inv | 765.18K | 1.31% | -10.24K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Jul 07, 2026 | BROWN JEFFREY J | - | Buy | $36.99K |
| Jul 07, 2026 | BROWN JEFFREY J | - | Buy | $9.12K |
| Apr 28, 2026 | BROWN JEFFREY J | - | Buy | $8.95K |
| Apr 28, 2026 | BROWN JEFFREY J | - | Buy | $36.26K |
| Jan 06, 2026 | BROWN JEFFREY J | - | Buy | $35.48K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2026 Q3 | 2 | - |
| 2026 Q2 | 2 | - |
| 2026 Q1 | 2 | - |
| 2025 Q4 | 2 | - |
| 2025 Q3 | 2 | 2 |
UPBD Ownership FAQ
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