As of November 6, 2026, 4 holders' latest Schedule 13D or 13G filings report owning 5% or more of Upbound Group Inc. The largest reported stake is Vanguard Portfolio Management's, at 7.99%. 9 filings are on record since August 14, 2025 (Schedule 13G/A, October 30, 2026).
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Key facts
- · Reporting person: Vanguard Portfolio Management · Sole voting: 164,433 · Shared voting: 0 · Sole dispositive: 4,662,483 · Shared dispositive: 0 · SCHEDULE 13G/A, 2026-10-30
- · Reporting person: Dimensional Fund Advisors LP · Sole voting: 3,057,127 · Shared voting: 0 · Sole dispositive: 3,119,714 · Shared dispositive: 0 · SCHEDULE 13G, 2026-10-08
- · Reporting person: Fmr LLC · Sole voting: 3,312,091 · Shared voting: 0 · Sole dispositive: 3,312,579 · Shared dispositive: 0 · SCHEDULE 13G/A, 2026-08-06
- · Reporting person: Allred Aaron R · Sole voting: 524,750 · Shared voting: 1,296,892 · Sole dispositive: 524,750 · Shared dispositive: 1,296,892 · SCHEDULE 13G/A, 2026-07-22
- · Holder: Vanguard Portfolio Management · Percent: 6.98% · SCHEDULE 13G
Upbound Group Inc has 9 Schedule 13D or 13G filings on record since 2025-08-14. 4 holders' latest filing reports 5% or more of common stock. Each figure below is the holder's own, as filed, with the filing linked.
Holders
| Holder | Percent | Shares | Latest | Event date |
|---|---|---|---|---|
| Vanguard Portfolio Management | 7.99% | 4,662,483 | SCHEDULE 13G/A, 2026-10-30 | 2026-09-30 |
| Ieq Capital, LLC | 7.9% | 4,540,625 | SCHEDULE 13G, 2025-08-14 | 2025-06-30 |
| Fmr LLC | 5.7% | 3,312,579 | SCHEDULE 13G/A, 2026-08-06 | 2026-06-30 |
| Dimensional Fund Advisors LP | 5.4% | 3,119,714 | SCHEDULE 13G, 2026-10-08 | 2026-09-30 |
| 3.1% | 1,821,642 | SCHEDULE 13G/A, 2026-07-22 | 2026-06-30 | |
| The Vanguard Group | 0% | 0 | SCHEDULE 13G/A, 2026-03-27 | 2026-03-13 |
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More on Upbound Group Inc and the records around it.
Upbound Group Inc elsewhere on the record
- Leadership changes Sep 2026
- Who owns it
Companies that share a holder
- Dimensional Fund Advisors LP also filed stake reports on 366 other companies: Acadia Healthcare Co Inc (Oct 2026), ADT Inc (Oct 2026), AGCO Corp (Oct 2026)
- FMR LLC also filed stake reports on 761 other companies: ASPEN NEUROSCIENCE INC (Nov 2026), AVALO THERAPEUTICS INC (Nov 2026), BRAZE INC (Nov 2026)
- Vanguard Portfolio Management also filed stake reports on 941 other companies: Newmark Group Inc (Nov 2026), A10 Networks Inc (Oct 2026), ADT Inc (Oct 2026)
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What the Full Report on Upbound Group Inc covers
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Which Company This Is
What They Do, And How The Money Works
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Warning Bells
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Voting and dispositive power, as filed
| Reporting person | Sole voting | Shared voting | Sole dispositive | Shared dispositive | Filing |
|---|---|---|---|---|---|
| Vanguard Portfolio Management | 164,433 | 0 | 4,662,483 | 0 | SCHEDULE 13G/A, 2026-10-30 |
| Fmr LLC | 3,312,091 | 0 | 3,312,579 | 0 | SCHEDULE 13G/A, 2026-08-06 |
| Abigail P. Johnson | 0 | 0 | 3,312,579 | 0 | SCHEDULE 13G/A, 2026-08-06 |
| Dimensional Fund Advisors LP | 3,057,127 | 0 | 3,119,714 | 0 | SCHEDULE 13G, 2026-10-08 |
| Allred Aaron R | 524,750 | 1,296,892 | 524,750 | 1,296,892 | SCHEDULE 13G/A, 2026-07-22 |
The latest filing identifies Upbound Group Inc by CUSIP 76009N100 and gives its principal executive office as 5501 Headquarters Drive, Plano, TX 75024 (SCHEDULE 13G/A, 2026-10-30).
What the percentages are based on
Information in Row 11 of the cover page hereto is incorporated into this Item 4(b) by reference. The Reporting Person's aggregate percentage of beneficial ownership of the total amount of Common Stock outstanding is based on 58,293,726 shares of Common Stock outstanding as of April 23, 2026, as reported in the Issuer's Form 10-Q filed on May 1, 2026.Allred Aaron R, SCHEDULE 13G/A, 2026-07-22
Timeline
| Filed | Holder | Percent | Filing |
|---|---|---|---|
| 2025-08-14 | Ieq Capital, LLC | 7.9% | SCHEDULE 13G |
| 2025-10-22 | Allred Aaron R | 7.1% | SCHEDULE 13G/A |
| 2026-02-05 | Fmr LLC | 9% | SCHEDULE 13G/A |
| 2026-03-27 | The Vanguard Group | 0% | SCHEDULE 13G/A |
| 2026-04-29 | Vanguard Portfolio Management | 6.98% | SCHEDULE 13G |
| 2026-07-22 | Allred Aaron R | 3.1% | SCHEDULE 13G/A |
| 2026-08-06 | Fmr LLC | 5.7% | SCHEDULE 13G/A |
| 2026-10-08 | Dimensional Fund Advisors LP | 5.4% | SCHEDULE 13G |
| 2026-10-30 | Vanguard Portfolio Management | 7.99% | SCHEDULE 13G/A |
Questions about who owns Upbound Group Inc
Who owns Upbound Group Inc?
On this page, 4 holders' latest ownership filings report 5% or more of Upbound Group Inc: Vanguard Portfolio Management (7.99%, Schedule 13G/A, filed 2026-10-30), Ieq Capital, LLC (7.9%, Schedule 13G, filed 2025-08-14), Fmr LLC (5.7%, Schedule 13G/A, filed 2026-08-06) and Dimensional Fund Advisors LP (5.4%, Schedule 13G, filed 2026-10-08).
Who are the largest shareholders of Upbound Group Inc?
By the share each holder's latest filing reports, the largest holders of Upbound Group Inc on this page are Vanguard Portfolio Management (7.99%), Ieq Capital, LLC (7.9%) and Fmr LLC (5.7%).
When did Vanguard Portfolio Management buy into Upbound Group Inc?
The filings give report dates, not purchase dates. The earliest filing from Vanguard Portfolio Management on this page is the Schedule 13G, filed 2026-04-29, reporting 6.98%; its latest, Schedule 13G/A filed 2026-10-30, reports 7.99%.
Is this an audit or a full list?
Neither. The ownership list on this page covers only Schedule 13D and 13G filings, which holders make once they own 5% or more of a class of shares (an amendment can report a stake that has since fallen below 5%); 9 such filings are shown here. It is not an audit and not a full cap table: holders who never reached 5% are not listed, and a stake can change after its latest filing.
Also on the record for Upbound Group Inc
| Date | Record | Figure | Our page | Source |
|---|---|---|---|---|
| September 22, 2026 | Leadership change: Scott Young appointed, Chief Operating Officer | — | Leadership changes | Source |
| June 3, 2026 | Leadership change filing (Form 8-K, Item 5.02) | — | Leadership changes | Source |
| May 19, 2026 | Leadership change: Bryan Pechersky departs, Executive Vice President, General Counsel and Corporate Secretary | — | Leadership changes | Source |
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Where this comes from
Anyone who comes to own more than 5% of a class of a listed company's voting shares has to tell the SEC. A holder who may seek to change or influence the company files Schedule 13D, and has to say in Item 4, "Purpose of Transaction", what it intends to do. A holder with no such intent, such as many index and passive funds, may file the shorter Schedule 13G. Both are amended when the stake changes, including when it falls below 5%.
Every row here is one of those filings, linked to the filing itself. Percentages and share counts are exactly as the holder filed them, for the holder the filing names; an amendment showing a lower figure is shown as filed. Item 4 text is quoted word for word. Where a 13D's Item 4 contains a sentence stating a definite intent to influence the company, that sentence is marked and quoted; the page does not describe the holder or its motives beyond the words it filed. Nothing here is investment advice.