Upbound Group, Inc. UPBD

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24.14 USD +1.68 (+7.48%)

At closeNov 5, 2026, 8:21 AM EST

24.79 +0.65 +2.69%

Pre-market · Nov 5, 8:21 AM ET

23.06 Day range 24.30
14.98 52-week range 24.30
YTD
+37.47%
1 year
+21.67%

Held by funds

96 US ETFs and mutual funds hold UPBD · largest positions

Funds holding UPBD, by value held
FundValue heldWeight in fund
IJR $74.30M0.07%
IWM $32.95M0.04%
VTI $26.18M0.00%
DFSV $19.61M0.07%
DFAT $19.40M0.06%
VB $18.55M0.01%
IWN $12.25M0.09%
VBR $12.07M0.02%
SPSM $11.24M0.07%
CALF $10.98M0.29%
IJS $10.19M0.13%
FNDA $9.98M0.11%
VSEQX $9.94M0.08%
VXF $9.74M0.01%
DFAS $9.24M0.03%
XRT $9.01M1.66%
VIRS $8.23M0.22%
VETS $7.69M0.22%
SLYV $6.68M0.13%
VTSIX $6.66M0.06%

Ownership

Held by insiders 3.94%
Held by institutions 105.24%
Float held by institutions 109.56%
Institutions 375

Top institutional holders

Top institutional holders
Holder% heldSharesValueReported
Blackrock Inc.15.70%9,152,511220.94MJun 29, 2026
Vanguard Portfolio Management LLC7.26%4,234,326102.22MJun 29, 2026
FMR, LLC5.68%3,312,57979.97MJun 29, 2026
Dimensional Fund Advisors LP4.71%2,744,73066.26MJun 29, 2026
State Street Corporation4.23%2,468,48359.59MJun 29, 2026
Goldman Sachs Group Inc4.13%2,407,71258.12MJun 29, 2026

Top mutual fund holders

Top mutual fund holders
Holder% heldSharesValueReported
iShares Trust-iShares Core S&P Small-Cap ETF5.53%3,222,71877.80MSep 29, 2026
VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund2.86%1,667,25140.25MJun 29, 2026
Fidelity Capital Trust-Fidelity Value Fund2.69%1,567,57437.84MAug 30, 2026
iShares Trust-iShares Russell 2000 ETF2.56%1,493,25136.05MSep 29, 2026
American Century ETF Trust-Avantis U.S. Small Cap Value ETF2.13%1,242,04529.98MSep 29, 2026
VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund2.06%1,201,91629.01MJun 29, 2026
UPBD insiders
InsiderRelationLatest transactionDateShares held
BLASQUEZ ANTHONY JOfficerStock Award(Grant)Aug 31, 202677,851
BROWN JEFFREY J.DirectorPurchaseOct 26, 20260
DAVIDS ANN L.OfficerStock Award(Grant)Feb 23, 202584,387
FADEL MITCHELL EChief Executive OfficerStock Award(Grant)Feb 23, 2025830,841
KARAM FAHMIChief Executive OfficerStock Award(Grant)Feb 22, 2026255,716
KHOURI HALIMChief Financial OfficerStock Award(Grant)Feb 22, 2026103,854