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UPBD · Upbound Group, Inc.

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TEAM-0.32% 13F +439META+3.01% 13F +2,694RCG-2.04% CLUSTERUTHR-4.03% 13F +425CRWV+4.49% 13F +693CRM+2.92% 13F +1,018CVNA-0.98% 13F +794TPL-0.71% 13F +444NET+4.32% 13F +710MSTR+17.56% 13F +526DELL+4.91% 13F +1,203CRWD+5.68% 13F +1,382ANET+1.22% 13F +1,323COIN+10.14% 13F +475TEAM-0.32% 13F +439META+3.01% 13F +2,694RCG-2.04% CLUSTERUTHR-4.03% 13F +425CRWV+4.49% 13F +693CRM+2.92% 13F +1,018CVNA-0.98% 13F +794TPL-0.71% 13F +444NET+4.32% 13F +710MSTR+17.56% 13F +526DELL+4.91% 13F +1,203CRWD+5.68% 13F +1,382ANET+1.22% 13F +1,323COIN+10.14% 13F +475

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UPBD

Name: UPBOUND GROUP, INC. (UPBD) insider trading and ownership data
Creator: WaveMan
License: https://wave-man.com/terms

UPBOUND GROUP, INC.

SOFTWARE & IT · SERVICES-EQUIPMENT RENTAL & LEASING, NEC · CIK 0000933036

FORM 144 · 1☆ WATCH

INSIDER NET · 180D

-$97.2K

open-market buys minus sells, Form 4 codes P and S

INSIDER BUYERS · 180D

CONGRESS BUYERS · 1Y

FUNDS ADDED · QTR

147

13F, latest reported quarter

REVENUE GROWTH

+8.7%

XBRL, annual

NET MARGIN

1.6%

SEVEN FACTS, RANKED AGAINST THE SECTOR · RANK IS NOT A FORECAST

INSIDERS

net -$97.2K over 180 days

-$142.4K over 90 days

more than 69% of Software & IT

CONGRESS

no member of Congress has reported trading it

FUNDS

147 funds added or opened last quarter

more than 62% of Software & IT

REVENUE

+8.7% year over year

more than 51% of Software & IT

MARGIN

1.6% net margin

more than 56% of Software & IT

BUYBACKS

no share repurchases reported

SHORT

no short interest reported

THE SITUATION · EVERY LINE IS ONE RULE OVER ONE DATASET

147 funds added or opened positions in the latest 13F quarter, of 261 holders.

The year, with the filings on it

Total return indexed to 100 over the last 12 months · every marker is a federal filing, placed at its date — hover any marker for the detail

TOTAL 12M RETURN -18.0%

-18.0%12M

INSIDER BUYINSIDER SELLFORM 144

INDEXED RETURN, DIVIDEND-ADJUSTED — NOT A PRICE CHART · LARGE TRADES DRAWN FIRST WHEN A NAME FILES HEAVILY

Live price

Daily candles from TradingView, on their licence — no filings are marked on this one

WHY THIS NAME IS ON THE DESK

Insiders have filed to sell — before selling.

The record shows a net $97.2K sold by insiders over 180 days, 147 funds added last quarter, $188.6K in planned Form 144 sales. Every figure is a federal filing, dated the day it became public.

Backtest this pattern Open the screener

Same sector, ranked by filing activity

Sector from the SEC's own SIC classification

TEAM META CRWV CRM NET CRWD DDOG DASH APP IOT PCTY MDB

Insider transactions

Form 4 purchases and sales (codes P and S) — grants, option exercises and preferred conversions excluded

Over the last 180 days, UPBOUND GROUP, INC. insiders sold a net $97.2K of stock across 34 Form 4 purchases and sales, with 1 insider(s) buying. Source: SEC Form 4 filings, as of 2026-09-05.

INSIDER

FILED

VALUE

Blasquez Anthony J

EVP-RAC

SELL

2026-08-21

10,000.0

$188.5K

BROWN JEFFREY J

Director

BUY

2026-07-07

454.0

$9.1K

BROWN JEFFREY J

Director

BUY

2026-07-07

1,841.0

$37.0K

BROWN JEFFREY J

Director

BUY

2026-04-28

461.0

$8.9K

BROWN JEFFREY J

Director

BUY

2026-04-28

1,868.0

$36.3K

34 TRANSACTIONS ON RECORD

Showing the most recent few. Create a free account to see 29 more transactions on record, the cross-source screener and CSV export. We store only your email address, and there is no password to create.

Institutional holders

13F · holdings as of the latest quarter funds have reported

BlackRock, Inc.

9,152,511.0 sh

$194.2M

VANGUARD PORTFOLIO MANAGEMENT LLC

4,234,326.0 sh

$89.9M

FMR LLC

3,312,579.0 sh

$70.3M

DIMENSIONAL FUND ADVISORS LP

2,744,730.0 sh

$58.2M

STATE STREET CORP

2,468,483.0 sh

$53.3M

SCHEDULE 13D/G

No 5%+ ownership filings

Nobody has crossed 5% with a filing obligation. Absence is a fact here, not missing data.

Planned sales · Form 144

Filed before the sale — intent, not a trade

Blasquez Anthony J

FILED 2026-08-21

$188.6K

Fund concentration

N-PORT · funds ranked by how much of THEMSELVES they put in this stock — the conviction number 13F cannot show

Huber Small Cap Value Fund

$5.8M POSITION · AS OF 2026-04-30

6.2%

Huber Select Large Cap Value Fund

$17.0M POSITION · AS OF 2026-04-30

3.4%

Huber Large Cap Value Fund

$540.6K POSITION · AS OF 2026-04-30

2.8%

Huber Mid Cap Value Fund

$303.1K POSITION · AS OF 2026-04-30

2.4%

FPA Queens Road Small Cap Value Fund

$22.6M POSITION · AS OF 2026-02-28

1.9%

KraneShares Value Line Dynamic Dividend Equity Index ETF

$519.4K POSITION · AS OF 2026-03-31

1.5%

SEC N-PORT, MONTHLY WITH A ~60-DAY PUBLIC LAG · FUNDS ≥ $10M · % = SHARE OF THE FUND'S OWN BOOK

Corporate PAC

FEC · the company-connected political action committee's own receipts and spending — committee totals only, never individual donors

Upbound Group, Inc. Good Government Political Action Committee

CYCLE 2026 · $40K SPENT

$92.3K

FEDERAL ELECTION COMMISSION · MATCHED BY THE PAC'S CONNECTED ORGANISATION

Executive pay vs shareholder return · Mr. Fadel

DEF 14A pay-versus-performance disclosure · both the headline pay and the SEC's mark-to-market figure, beside the return the company delivered and the return of the peer group it chose itself

CEO TOTAL

ACTUALLY PAID

OTHER NEOs AVG

TSR

PEER TSR

2023

$9.8M

$15.6M

$2.8M

+42%

+63%

2022

$6.3M

-$3.8M

$1.7M

-10%

+45%

2021

$12.3M

$25.6M

$2.4M

+79%

+77%

2020

$9.2M

$14.8M

$2.3M

+40%

+19%

TAGGED BY THE COMPANY UNDER SEC ITEM 402(v) · RETURN IS CUMULATIVE FROM THE START OF THE DISCLOSURE PERIOD · GREEN WHERE THE COMPANY BEAT ITS OWN PEER GROUP

Fundamentals

Annual figures from XBRL filings · pick a past date to see them exactly as the market knew them then — restatements and all

	2025-12	2024-12	2023-12	2022-12
REVENUE	$4.7B	$4.3B	$4.0B	$4.2B
GROSS PROFIT	$2.3B	$2.1B	$2.0B	$2.1B
OPERATING INCOME	$223.3M	$291.6M	$162.9M	$148.5M
NET INCOME	$73.0M	$124.0M	$-5.0M	$12.0M
EPS (DILUTED)	1.25	2.21	-0.09	0.21
OPERATING CASH FLOW	$305.6M	$104.7M	$200.3M	$468.5M
CASH	$120.5M	$60.9M	$93.7M	$144.1M
BUYBACKS	$0	$0	$50.0M	$75.1M
DIVIDENDS PAID	$87.9M	$82.3M	$83.1M	$79.2M

SEC XBRL · FISCAL-YEAR PERIODS · AS KNOWN ON 2026-09-05 · NOBODY ELSE SHOWS FUNDAMENTALS AS OF A PAST DATE