Upbound Group, Inc. (UPBD) Ownership
UPBD ownership summary
as of October 17, 2026- Institutions
- 103.4% of shares outstanding
- Insiders
- 3.94% of shares outstanding
- Shares outstanding
- 58.3M
- Float
- 55.9M shares available to trade
- Short interest
- 18.18% 9.0M shares short
- Days to cover
- 9.73 short interest up 13.9% vs prior month
- Institutions 103.36%
- Insiders 3.94%
UPBD top institutional holders
20 largest| # | Holder | % of shares | Shares | Value | Change | Reported |
|---|---|---|---|---|---|---|
| 1 | BlackRock Inc | 15.70% | 9.2M | $149.8M | +944,446 (+11.5%) | June 30, 2026 |
| 2 | Vanguard Portfolio Management, LLC | 7.26% | 4.2M | $69.3M | +295,184 (+7.5%) | June 30, 2026 |
| 3 | FMR Inc | 5.68% | 3.3M | $54.2M | −2.1M (−38.7%) | June 30, 2026 |
| 4 | Dimensional Fund Advisors, Inc. | 4.71% | 2.7M | $44.9M | +349,960 (+14.6%) | June 30, 2026 |
| 5 | State Street Corp | 4.23% | 2.5M | $40.4M | +171,994 (+7.5%) | June 30, 2026 |
| 6 | The Goldman Sachs Group Inc | 4.13% | 2.4M | $39.4M | +1.0M (+74.9%) | June 30, 2026 |
| 7 | Vanguard Capital Management, LLC | 3.99% | 2.3M | $38.1M | +51,870 (+2.3%) | June 30, 2026 |
| 8 | LSV Asset Management | 3.91% | 2.3M | $37.3M | −33,000 (−1.4%) | June 30, 2026 |
| 9 | IEQ CAPITAL, LLC | 3.04% | 1.8M | $29.0M | −2.1M (−54.7%) | June 30, 2026 |
| 10 | Geode Capital Management, LLC | 2.52% | 1.5M | $24.0M | +113,050 (+8.3%) | June 30, 2026 |
| 11 | Bragg Financial Advisors Inc | 2.04% | 1.2M | $19.5M | +66,277 (+5.9%) | June 30, 2026 |
| 12 | Charles Schwab Investment Management Inc | 1.98% | 1.2M | $18.9M | −112,662 (−8.9%) | June 30, 2026 |
| 13 | Wellington Management Company LLP | 1.89% | 1.1M | $18.1M | −151,509 (−12.1%) | June 30, 2026 |
| 14 | Huber Capital Management LLC | 1.82% | 1.1M | $17.4M | −640,736 (−37.6%) | June 30, 2026 |
| 15 | Morgan Stanley - Brokerage Accounts | 1.80% | 1.0M | $17.1M | +263,698 (+33.6%) | June 30, 2026 |
| 16 | Bank of New York Mellon Corp | 1.52% | 889K | $14.6M | +33,690 (+3.9%) | June 30, 2026 |
| 17 | American Century Companies Inc | 1.46% | 853K | $14.0M | +510,230 (+148.8%) | June 30, 2026 |
| 18 | Hotchkis & Wiley Capital Management LLC | 1.43% | 832K | $13.6M | +94,150 (+12.8%) | June 30, 2026 |
| 19 | AQR Capital Management LLC | 1.24% | 720K | $11.8M | +432,836 (+150.6%) | June 30, 2026 |
| 20 | Millennium Management LLC | 1.22% | 709K | $11.6M | +529,958 (+295.4%) | June 30, 2026 |
Value at the latest close. Change = shares bought or sold in the latest quarterly filing (13F). In the top 20, 14 holders added 4.9M shares and 6 cut 5.2M.
UPBD top mutual fund and ETF holders
20 largest| # | Holder | % of shares | Shares | Value | Change | Reported |
|---|---|---|---|---|---|---|
| 1 | iShares Core S&P Small-Cap ETF | 5.53% | 3.2M | $52.8M | +834 (+0.0%) | September 30, 2026 |
| 2 | Vanguard MStar Total Stk Mkt Idx Invest | 2.86% | 1.7M | $27.3M | — | August 31, 2026 |
| 3 | Fidelity Value | 2.69% | 1.6M | $25.7M | −266,200 (−14.5%) | August 31, 2026 |
| 4 | iShares Russell 2000 ETF | 2.56% | 1.5M | $24.4M | −17,216 (−1.1%) | September 30, 2026 |
| 5 | Avantis US Small Cap Value ETF | 2.12% | 1.2M | $20.3M | +5,544 (+0.4%) | September 30, 2026 |
| 6 | Vanguard Small Cap Index | 2.08% | 1.2M | $19.8M | +1,233 (+0.1%) | August 31, 2026 |
| 7 | FPA Queens Road Small Cap Value Inv | 1.93% | 1.1M | $18.5M | +71,682 (+6.8%) | June 30, 2026 |
| 8 | Vanguard MStar Small Cap Value Index | 1.31% | 767K | $12.5M | +393 (+0.1%) | August 31, 2026 |
| 9 | Huber Select Large Cap Value Inv | 1.25% | 728K | $11.9M | −535,144 (−42.4%) | June 30, 2026 |
| 10 | Fidelity Small Cap Index | 1.05% | 610K | $10.0M | +4,153 (+0.7%) | July 31, 2026 |
| 11 | iShares Russell 2000 Value ETF | 0.93% | 540K | $8.8M | +818 (+0.2%) | September 30, 2026 |
| 12 | Vanguard Strategic Equity Inv | 0.86% | 503K | $8.2M | +70,141 (+16.2%) | June 30, 2026 |
| 13 | Pacer US Small Cap Cash Cows 100 ETF | 0.83% | 485K | $7.9M | +1,089 (+0.2%) | September 30, 2026 |
| 14 | State Street SPDR Port S&P 600 Sm CpETF | 0.83% | 484K | $7.9M | — | September 30, 2026 |
| 15 | iShares S&P Small-Cap 600 Value ETF | 0.79% | 463K | $7.6M | — | September 30, 2026 |
| 16 | DFA US Small Cap Value I | 0.79% | 461K | $7.6M | +40,543 (+9.6%) | August 31, 2026 |
| 17 | GS Glb Sm Cp CORE Eq Base Inc USD Snap | 0.76% | 442K | $7.2M | +188,938 (+74.7%) | July 31, 2026 |
| 18 | Schwab Fundamental U.S. Small CompanyETF | 0.75% | 438K | $7.2M | +616 (+0.1%) | September 30, 2026 |
| 19 | Vanguard Tax-Managed Small Cap Adm | 0.73% | 424K | $6.9M | — | August 31, 2026 |
| 20 | DFA US Targeted Value I | 0.67% | 393K | $6.4M | +60,293 (+18.1%) | August 31, 2026 |
Funds report holdings monthly or quarterly; dates differ by fund.
UPBD insider transactions
latest 5| Date | Name | Transaction | Price | Shares | Value |
|---|---|---|---|---|---|
| 2026-01-06 | Jeffrey J Brown | Buy | $17.68 | 2,502 | $44,235 |
| 2025-10-21 | Jeffrey J Brown | Buy | $22.27 | 1,951 | $43,449 |
| 2025-09-11 | Ralph T Montrone | Sell | $25.23 | 6,000 | $151,380 |
| 2025-07-08 | Jeffrey J Brown | Buy | $25.90 | 1,653 | $42,813 |
| 2025-05-06 | Jeffrey J Brown | Buy | $23.75 | 21,730 | $516,088 |
Reported trades by company officers, directors and other filers (including disclosures by members of Congress where EODHD lists them). "—" where the filing gives no share count.
UPBD shares outstanding
Year-end shares outstanding, adjusted for splits.
Who owns UPBD
Institutional investors own 103.4% of Upbound's shares and insiders 3.94%. The largest holder is BlackRock Inc with 15.70% of the shares (9.2M), as of June 30, 2026. Among the top 20 institutions, 14 added shares and 6 reduced their stake in the latest filings. Short interest is 18.18% of the float, or 9.73 days of average trading volume. The share count rose 9.8% since 2014.
Related: UPBD analyst forecast, UPBD key metrics, UPBD dividend history. See the UPBD stock overview for the latest quote and news.
UPBD ownership FAQ
Who owns the most Upbound stock?
The largest shareholders of Upbound are BlackRock Inc (15.70%), Vanguard Portfolio Management, LLC (7.26%), FMR Inc (5.68%), Dimensional Fund Advisors, Inc. (4.71%), State Street Corp (4.23%).
What percentage of Upbound is owned by institutions?
Institutions hold 103.4% of Upbound's shares outstanding; insiders hold 3.94%.
Which funds own Upbound?
The largest fund holders of Upbound are iShares Core S&P Small-Cap ETF (5.53%), Vanguard MStar Total Stk Mkt Idx Invest (2.86%), Fidelity Value (2.69%), iShares Russell 2000 ETF (2.56%), Avantis US Small Cap Value ETF (2.12%).
What is Upbound's short interest?
9.0M shares of Upbound were sold short, 18.18% of the float; at the average daily volume it would take 9.73 days to cover.
Are insiders buying or selling Upbound?
Of the latest 5 reported insider transactions in Upbound (since May 6, 2025), 4 were purchases and 1 were sales.
How many shares of Upbound are outstanding?
Upbound has 58.3M shares outstanding, of which 55.9M are in the public float.