How many institutions own UPBD stock?

A company's 13F filings with the Securities and Exchange Commission (SEC) provides investors with comprehensive information about institutional ownership in a listed company, a sign of strength in terms of how many institutions have confidence in that company. The number of institutional investors who currently own UPBD shares is 364, representing 101.42% of the company's common stock.

Who are the major shareholders selling Upbound Group, Inc. stock?

BALYASNY ASSET MANAGEMENT L.P., in the last quarter, reduced its stake in UPBD by -60.63% restricting it's holding to 234.92 thousand shares of worth nearly $4.99M. SEI INVESTMENTS CO also lessened -22.86% of the UPBD shares from its portfolio, reducing its holding to 188.88 thousand shares of worth $4.01M. BRIDGEWAY CAPITAL MANAGEMENT, LLC also shunned UPBD shares holding by -2.53% last quarter which brought its holding to 354.74 thousand shares worth $7.53M.

Investors who are buying UPBD stock?

As per its latest 13F filing, MILLER VALUE PARTNERS, LLC increased its stake in UPBD by 115% in the last quarter. The institutional holder raised its holding to 258 thousand shares having worth more than $5.47M. FIRST TRUST ADVISORS LP also added 12.59% more shares of UPBD to its portfolio, raising its holding to 221.27 thousand shares of worth $4.70M. ARROWSTREET CAPITAL, LIMITED PARTNERSHIP also increased its UPBD shares holding by 100% which brought its holding to 182.31 thousand shares worth $3.87M.

UPBD's major insiders: who are they?

The insider with the most stakes in UPBD is Karam Fahmi , EVP, Chief Financial Officer at the company. Additionally, UPBD stock is highly held by EVP, Acima Montrone Ralph T. and EVP-RAC Blasquez Anthony J among others.

Did an insider recently sell UPBD stock?

Company executives, directors, and other insiders own 3.81% percent of Upbound Group, Inc.'s stock. Within the last six months, there have been 1 transaction(s) in which UPBD insiders have sold stock, totaling 10K shares. Insiders that have sold shares include BLASQUEZ ANTHONY J, MONTRONE RALPH T., and TAYLOR TRANSIENT C.

Which insider recently purchased UPBD stock?

There have been 2 transaction(s) during the past 6-months in which Upbound Group, Inc. insiders have bought stock, totalling 915 shares

How much of UPBD does insiders own?

Around 90.97K Upbound Group, Inc. shares are held by insiders, which represents about 3.81% of UPBD stock.

Who is the insider with the largest stake?

UPBD EVP, Chief Financial Officer, Karam Fahmi holds the largest portfolio of the company's shares. UPBD shares owned by Karam total nearly 164.67 thousand.

Which institution holds the most shares in UPBD?

MILLER VALUE PARTNERS, LLC is the largest institutional owner in UPBD which holds 258 thousand shares worth $5.47M or 0.45% of the total UPBD shares outstanding followed by BALYASNY ASSET MANAGEMENT L.P. with ownership of 234.92 thousand shares representing 0.41% of the UPBD ownership. FIRST TRUST ADVISORS LP is the third largest stakeholder with 221.27 thousand shares or 0.39% of the ownership worth more than $4.70M.

Is Upbound Group, Inc. stock optionable?

Stock options give the owner the ability but not the obligation to buy or sell a security at a predetermined price and date. Stock options can be classified into two types: puts and calls. A put is a bet on falling stock, and a call is a bet on rising stock. As far as the UPBD is concerned, it is a stock which is optionable.

Is there a short position on UPBD's shares?

Number of UPBD shares short is 6.71M. Shares short is a market sentiment in which investors have sold their shares short in a given stock but have not yet covered them or closed them out.

About how many outstanding UPBD shares are there?

As of today, 58.30M shares of UPBD are outstanding.

Is there many float in UPBD stock?

Float represents the number of tradeable shares in a specific stock. By subtracting restricted and closely-held shares from a firm's total outstanding shares, we can calculate its floating stock. The term "closely-held shares" refers to shares held by employees, major shareholders, and company insiders. At present, UPBD has 55.95M shares in float.

UPBD short ratio: what is it?

Short ratio is calculated by dividing the number of short shares, short interest or bets that shareholders will sell short from the average daily volume. A higher ratio indicates longer times needed to repurchase borrowed shares (sold). The short ratio for UPBD is 6.27.

Upbound Group (UPBD) insider trading activity: Get Latest News Today

Stock Outstanding Shares

Making an investment decision in the stock market involves a certain amount of risk, so it's important to thoroughly review a company's stock before making any decisions. Stock float, number of short positions and outstanding shares are among the many factors an investor should take into account.

ShortableYes

OptionableYes

Short Percent Of Outstanding Shares11.51

Short Percent Of Float13.5

Shares Outstanding58.30M

Shares Float55.95M

Shares Short6.71M

Short Ratio6.27

13.5%

Short % of Float

11.51%

Short % of Shares Outstanding

Market Insider

Investors cannot turn a blind eye to insiders as well as institutional ownership. They need to follow insider trades to determine the direction the stock is likely to take.

Major Holders Summary

3.81% Percentage of Shares held by All Insiders

101.42% Percentage of Shares held by All Institutions

105.43% Percentage of Float held by Institutions

364

Number of Institutions Holding Shares

Institutional Ownership

About 101.42% of UPBD shares are held by financial institutions. MILLER VALUE PARTNERS, LLC is the top corporate investor, holding 258K shares valued at $5.47M. A 0.45% stake in Upbound Group, Inc. is owned by the company. BALYASNY ASSET MANAGEMENT L.P. owns 234.92K shares valued at $4.99M, which translates its holding of 0.41% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Jun 30, 2026	MILLER VALUE PARTNERS, LLC	0.45%	258K	5.47M	138K	+115.00%
Jun 30, 2026	BALYASNY ASSET MANAGEMENT L.P.	0.41%	234.92K	4.99M	-361.78K	-60.63%
Jun 30, 2026	FIRST TRUST ADVISORS LP	0.39%	221.27K	4.7M	24.74K	+12.59%
Jun 30, 2026	SEI INVESTMENTS CO	0.33%	188.88K	4.01M	-55.97K	-22.86%
Jun 30, 2026	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	0.32%	182.31K	3.87M	182.31K	+100.00%
Jun 30, 2026	ALLIANZ ASSET MANAGEMENT GMBH	0.3%	170.11K	3.61M	48.58K	+39.97%
Jun 30, 2026	PRINCIPAL FINANCIAL GROUP INC	0.54%	308K	6.54M	4.08K	+1.34%
Jun 30, 2026	PANAGORA ASSET MANAGEMENT INC	0.57%	321.1K	6.81M	68.89K	+27.31%
Jun 30, 2026	VANGUARD FIDUCIARY TRUST CO	0.61%	348.82K	7.4M	4.48K	+1.30%
Jun 30, 2026	BRIDGEWAY CAPITAL MANAGEMENT, LLC	0.63%	354.74K	7.53M	-9.2K	-2.53%
Jun 30, 2026	ADVISORS ASSET MANAGEMENT, INC.	0.63%	357.34K	7.58M	93.51K	+35.45%
Jun 30, 2026	VICTORY CAPITAL MANAGEMENT INC	0.7%	394.38K	8.37M	30.63K	+8.42%
Jun 30, 2026	MARSHALL WACE, LLP	0.72%	410.71K	8.72M	358.58K	+687.84%
Jun 30, 2026	CITADEL ADVISORS LLC	0.77%	437.06K	9.27M	281.17K	+180.37%
Jun 30, 2026	PACER ADVISORS, INC.	0.79%	450.92K	9.57M	37.92K	+9.18%
Jun 30, 2026	INVESCO LTD.	1.02%	579.04K	12.29M	47.22K	+8.88%
Jun 30, 2026	KENNEDY CAPITAL MANAGEMENT LLC	1.15%	652K	13.84M	-17.08K	-2.55%
Jun 30, 2026	NORTHERN TRUST CORP	1.19%	675.06K	14.32M	72.9K	+12.11%
Jun 30, 2026	MILLENNIUM MANAGEMENT LLC	1.25%	709.36K	15.05M	529.96K	+295.41%
Jun 30, 2026	AQR CAPITAL MANAGEMENT LLC	1.27%	720.15K	15.28M	432.84K	+150.65%
Jun 30, 2026	HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC	1.47%	831.81K	17.65M	94.15K	+12.76%
Jun 30, 2026	AMERICAN CENTURY COMPANIES INC	1.5%	853.18K	18.1M	510.23K	+148.78%
Jun 30, 2026	BANK OF NEW YORK MELLON CORP	1.57%	888.87K	18.86M	33.69K	+3.94%
Jun 30, 2026	MORGAN STANLEY	1.85%	1.05M	22.23M	263.7K	+33.65%
Jun 30, 2026	HUBER CAPITAL MANAGEMENT LLC	1.87%	1.06M	22.53M	-640.74K	-37.63%
Jun 30, 2026	WELLINGTON MANAGEMENT GROUP LLP	1.95%	1.1M	23.44M	-151.51K	-12.06%
Jun 30, 2026	SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P.	2.04%	1.16M	24.52M	1.16M	+100.00%
Jun 30, 2026	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	2.04%	1.16M	24.52M	-112.66K	-8.89%
Jun 30, 2026	BRAGG FINANCIAL ADVISORS, INC	2.1%	1.19M	25.24M	66.28K	+5.90%
Jun 30, 2026	VANGUARD CAPITAL MANAGEMENT LLC	4.1%	2.33M	49.39M	51.87K	+2.28%
Jun 30, 2026	GOLDMAN SACHS GROUP INC	4.24%	2.41M	51.09M	1.03M	+74.86%
Jun 30, 2026	UBS GROUP AG	0.32%	179.37K	3.81M	-40.87K	-18.56%
Jun 30, 2026	GEODE CAPITAL MANAGEMENT, LLC	2.59%	1.47M	31.16M	113.05K	+8.34%
Jun 30, 2026	IEQ CAPITAL, LLC	3.12%	1.77M	37.56M	-2.13M	-54.65%
Jun 30, 2026	LSV ASSET MANAGEMENT	4.02%	2.28M	48.39M	-33K	-1.43%
Jun 30, 2026	STATE STREET CORP	4.35%	2.47M	53.32M	171.99K	+7.49%
Jun 30, 2026	DIMENSIONAL FUND ADVISORS LP	4.84%	2.74M	58.24M	349.96K	+14.61%
Jun 30, 2026	VANGUARD PORTFOLIO MANAGEMENT LLC	7.46%	4.23M	89.85M	295.18K	+7.49%
Jun 30, 2026	PUBLIC SECTOR PENSION INVESTMENT BOARD	0.32%	180.28K	3.83M	-6.13K	-3.29%
Jun 30, 2026	XTX TOPCO LTD	0.32%	180.32K	3.83M	154.39K	+595.35%
Jun 30, 2026	CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD.	0.32%	182.29K	3.87M	-49.05K	-21.20%
Jun 30, 2026	RUSSELL INVESTMENTS GROUP, LTD.	0.34%	192.16K	4.08M	21.75K	+12.77%
Jun 30, 2026	EMPOWERED FUNDS, LLC	0.42%	236.74K	5.02M	-3.98K	-1.65%
Jun 30, 2026	PEREGRINE CAPITAL MANAGEMENT LLC	0.44%	251.45K	5.34M	-21.92K	-8.02%
Jun 30, 2026	RANGE FINANCIAL GROUP LLC	0.15%	82.91K	1.76M	1.91K	+2.36%
Jun 30, 2026	RENAISSANCE TECHNOLOGIES LLC	0.15%	83.2K	1.77M	19.3K	+30.20%
Jun 30, 2026	SEGALL BRYANT & HAMILL, LLC	0.15%	85.86K	1.82M	-505	-0.58%
Jun 30, 2026	VENTURE VISIONARY PARTNERS LLC	0.16%	91.37K	1.94M	91.37K	+100.00%
Jun 30, 2026	BNP PARIBAS ASSET MANAGEMENT HOLDING S.A.	0.18%	101.96K	2.16M	-567	-0.55%
Jun 30, 2026	SWISS NATIONAL BANK	0.19%	105K	2.23M	2.2K	+2.14%
Jun 30, 2026	ALGERT GLOBAL LLC	0.19%	109.57K	2.33M	52.79K	+92.97%
Jun 30, 2026	CLARK ESTATES INC/NY	0.2%	113K	2.4M	0	0
Jun 30, 2026	UBS ASSET MANAGEMENT AMERICAS INC	0.2%	114.14K	2.42M	-13.39K	-10.50%
Jun 30, 2026	LIDO ADVISORS, LLC	0.22%	124.93K	2.65M	345	+0.28%
Jun 30, 2026	JUMP FINANCIAL, LLC	0.22%	127.1K	2.7M	83.92K	+194.32%
Jun 30, 2026	PICTON MAHONEY ASSET MANAGEMENT	0.23%	131.44K	2.79M	131.44K	+100.00%
Jun 30, 2026	INTECH INVESTMENT MANAGEMENT LLC	0.23%	131.52K	2.79M	-48.17K	-26.81%
Jun 30, 2026	VANGUARD GLOBAL ADVISERS, LLC	0.24%	135.25K	2.87M	25.83K	+23.60%
Jun 30, 2026	RHUMBLINE ADVISERS	0.24%	136.87K	2.9M	-11.51K	-7.76%
Jun 30, 2026	QUANTINNO CAPITAL MANAGEMENT LP	0.25%	141.47K	3M	94.01K	+198.06%
Jun 30, 2026	LANDSCAPE CAPITAL MANAGEMENT, L.L.C.	0.25%	143.59K	3.05M	16.5K	+12.98%
Jun 30, 2026	SEPIO CAPITAL, LP	0.25%	144.61K	3.07M	0	0
Jun 30, 2026	INSPIRE ADVISORS, LLC	0.27%	154.94K	3.27M	8.37K	+5.71%
Jun 30, 2026	NUVEEN, LLC	0.3%	168.34K	3.57M	20.13K	+13.58%
Jun 30, 2026	BLACKROCK, INC.	16.13%	9.15M	194.22M	944.45K	+11.51%
Jun 30, 2026		7.46%	4.23M	89.85M	295.18K	+7.49%
Jun 30, 2026	FMR LLC	5.84%	3.31M	70.29M	-2.1M	-38.74%
Jun 30, 2026	CSM ADVISORS, LLC	0.54%	306.01K	6.49M	20.04K	+7.01%
Jun 30, 2026	BANK OF AMERICA CORP /DE/	0.52%	294.59K	6.25M	99.78K	+51.21%
Jun 30, 2026	QUBE RESEARCH & TECHNOLOGIES LTD	0.51%	286.62K	6.08M	41.15K	+16.77%
Jun 30, 2026	CREATIVE PLANNING	0.48%	271K	5.75M	174.83K	+181.77%
Jun 30, 2026	UNIVERSAL- BETEILIGUNGS- UND SERVICEGESELLSCHAFT MBH	0.46%	262.83K	5.58M	4.02K	+1.55%
Mar 31, 2026	SEI INVESTMENTS CO	0.43%	244.85K	4.42M	174.68K	+248.96%
Mar 31, 2026	ADVISORS ASSET MANAGEMENT, INC.	0.47%	263.82K	4.76M	101.61K	+62.63%
Mar 31, 2026	PANAGORA ASSET MANAGEMENT INC	0.44%	252.21K	4.55M	-76.54K	-23.28%
Mar 31, 2026	QUBE RESEARCH & TECHNOLOGIES LTD	0.43%	245.47K	4.43M	-305.18K	-55.42%
Mar 31, 2026	UNIVERSAL- BETEILIGUNGS- UND SERVICEGESELLSCHAFT MBH	0.46%	258.82K	4.67M	-23.51K	-8.33%
Mar 31, 2026	FMR LLC	9.53%	5.41M	97.61M	210.46K	+4.05%
Mar 31, 2026		6.94%	3.94M	71.1M	3.94M	+100.00%
Mar 31, 2026	IEQ CAPITAL, LLC	6.88%	3.9M	70.46M	-197.55K	-4.82%
Mar 31, 2026	DIMENSIONAL FUND ADVISORS LP	4.22%	2.39M	43.23M	327.2K	+15.83%
Mar 31, 2026	LSV ASSET MANAGEMENT	4.08%	2.31M	41.76M	-202K	-8.03%
Mar 31, 2026	STATE STREET CORP	4.05%	2.3M	41.45M	-114.04K	-4.73%
Mar 31, 2026	INVESCO LTD.	0.94%	531.83K	9.6M	-16.81K	-3.06%
Mar 31, 2026	VANGUARD CAPITAL MANAGEMENT LLC	4.01%	2.28M	41.08M	2.28M	+100.00%
Mar 31, 2026	EMPOWERED FUNDS, LLC	0.42%	240.73K	4.35M	25.88K	+12.04%
Mar 31, 2026	CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD.	0.41%	231.34K	4.18M	-70.57K	-23.37%
Mar 31, 2026	UBS GROUP AG	0.39%	220.24K	3.98M	143.24K	+186.03%
Mar 31, 2026	FIRST TRUST ADVISORS LP	0.35%	196.53K	3.55M	71.6K	+57.31%
Mar 31, 2026	BANK OF AMERICA CORP /DE/	0.34%	194.82K	3.52M	18.76K	+10.65%
Mar 31, 2026	PUBLIC SECTOR PENSION INVESTMENT BOARD	0.33%	186.42K	3.36M	5.82K	+3.22%
Mar 31, 2026	D. E. SHAW & CO., INC.	0.32%	182.69K	3.3M	-257.68K	-58.51%
Mar 31, 2026	POINT72 ASSET MANAGEMENT, L.P.	0.31%	173.58K	3.13M	173.58K	+100.00%
Mar 31, 2026	AMERIPRISE FINANCIAL INC	0.26%	149.49K	2.7M	56.15K	+60.15%
Mar 31, 2026	GEODE CAPITAL MANAGEMENT, LLC	2.39%	1.35M	24.46M	75.88K	+5.93%
Mar 31, 2026	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	2.23%	1.27M	22.89M	32.47K	+2.63%
Mar 31, 2026	WELLINGTON MANAGEMENT GROUP LLP	2.21%	1.26M	22.67M	-59.59K	-4.53%
Mar 31, 2026	BRAGG FINANCIAL ADVISORS, INC	1.98%	1.12M	20.27M	17.89K	+1.62%
Mar 31, 2026	BANK OF NEW YORK MELLON CORP	1.51%	855.18K	15.44M	-14.62K	-1.68%
Mar 31, 2026	MORGAN STANLEY	1.38%	783.72K	14.15M	-24.66K	-3.05%
Mar 31, 2026	HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC	1.3%	737.66K	13.31M	675.66K	+1,089.77%
Mar 31, 2026	KENNEDY CAPITAL MANAGEMENT LLC	1.18%	669.07K	12.08M	-3.22K	-0.48%
Mar 31, 2026	NORTHERN TRUST CORP	1.06%	602.16K	10.87M	7.12K	+1.20%
Mar 31, 2026	PACER ADVISORS, INC.	0.73%	413.01K	7.46M	413.01K	+100.00%
Mar 31, 2026	BRIDGEWAY CAPITAL MANAGEMENT, LLC	0.64%	363.94K	6.57M	16.09K	+4.63%
Mar 31, 2026	VICTORY CAPITAL MANAGEMENT INC	0.64%	363.75K	6.57M	1.14K	+0.31%
Mar 31, 2026	VANGUARD FIDUCIARY TRUST CO	0.61%	344.34K	6.22M	344.34K	+100.00%
Mar 31, 2026	AMERICAN CENTURY COMPANIES INC	0.6%	342.95K	6.19M	74.54K	+27.77%
Mar 31, 2026	PRINCIPAL FINANCIAL GROUP INC	0.54%	303.92K	5.49M	55.2K	+22.19%
Mar 31, 2026	AQR CAPITAL MANAGEMENT LLC	0.51%	287.31K	5.19M	-46.1K	-13.83%
Mar 31, 2026	HUBER CAPITAL MANAGEMENT LLC	3%	1.7M	30.73M	-36.44K	-2.10%
Mar 31, 2026	GOLDMAN SACHS GROUP INC	2.43%	1.38M	24.85M	650.03K	+89.42%
Mar 31, 2026	BALYASNY ASSET MANAGEMENT L.P.	1.05%	596.7K	10.77M	155.35K	+35.20%
Mar 31, 2026	RUSSELL INVESTMENTS GROUP, LTD.	0.3%	170.4K	3.08M	8.65K	+5.35%
Mar 31, 2026	CITADEL ADVISORS LLC	0.27%	155.89K	2.81M	-139.2K	-47.17%
Mar 31, 2026	Y-INTERCEPT (HONG KONG) LTD	0.26%	150.2K	2.71M	53.92K	+56.00%
Mar 31, 2026	PEREGRINE CAPITAL MANAGEMENT LLC	0.48%	273.37K	4.93M	273.37K	+100.00%
Mar 31, 2026	MILLENNIUM MANAGEMENT LLC	0.32%	179.4K	3.24M	-212.18K	-54.19%
Mar 31, 2026	BLACKROCK, INC.	14.47%	8.21M	148.16M	71.08K	+0.87%
Mar 31, 2026	RHUMBLINE ADVISERS	0.26%	148.38K	2.68M	2.42K	+1.66%
Mar 31, 2026	NUVEEN, LLC	0.26%	148.22K	2.68M	-366.43K	-71.20%
Mar 31, 2026	SEPIO CAPITAL, LP	0.25%	144.61K	2.61M	-3.7K	-2.49%
Mar 31, 2026	UBS ASSET MANAGEMENT AMERICAS INC	0.22%	127.53K	2.3M	1.23K	+0.97%
Mar 31, 2026	LANDSCAPE CAPITAL MANAGEMENT, L.L.C.	0.22%	127.1K	2.29M	103.28K	+433.59%
Mar 31, 2026	LEGAL & GENERAL GROUP PLC	0.22%	126.81K	2.29M	-9.75K	-7.14%
Mar 31, 2026	LIDO ADVISORS, LLC	0.22%	124.58K	2.25M	-182.21K	-59.39%
Mar 31, 2026	ALLIANZ ASSET MANAGEMENT GMBH	0.21%	121.53K	2.19M	121.53K	+100.00%
Mar 31, 2026	RAYMOND JAMES FINANCIAL INC	0.2%	115.3K	2.08M	10.14K	+9.64%
Mar 31, 2026	CLARK ESTATES INC/NY	0.2%	113K	2.04M	0	0
Mar 31, 2026	VANGUARD GLOBAL ADVISERS, LLC	0.19%	109.42K	1.98M	109.42K	+100.00%
Mar 31, 2026	SWISS NATIONAL BANK	0.18%	102.8K	1.86M	0	0
Mar 31, 2026	BNP PARIBAS ASSET MANAGEMENT HOLDING S.A.	0.18%	102.53K	1.85M	270	+0.26%
Mar 31, 2026	MITSUBISHI UFJ TRUST & BANKING CORP	0.17%	99.25K	1.79M	-19.96K	-16.74%
Mar 31, 2026	CREATIVE PLANNING	0.17%	96.18K	1.74M	40.53K	+72.83%
Mar 31, 2026	BNP PARIBAS ARBITRAGE, SNC	0.14%	81.46K	1.47M	-215.26K	-72.55%
Mar 31, 2026	RANGE FINANCIAL GROUP LLC	0.14%	81K	1.46M	5.12K	+6.74%
Mar 31, 2026	BEACON FINANCIAL GROUP	0.13%	75.99K	1.37M	74	+0.10%
Mar 31, 2026	JPMORGAN CHASE & CO	0.13%	74.51K	1.34M	-23.84K	-24.24%
Mar 31, 2026	KENDALL CAPITAL MANAGEMENT	0.12%	70.71K	1.28M	5.84K	+8.99%
Mar 31, 2026	LPL FINANCIAL LLC	0.12%	70.23K	1.27M	23.89K	+51.55%
Mar 31, 2026	NEW YORK STATE TEACHERS RETIREMENT SYSTEM	0.12%	68.88K	1.24M	-13.67K	-16.56%
Mar 31, 2026	RENAISSANCE TECHNOLOGIES LLC	0.11%	63.9K	1.15M	63.9K	+100.00%
Mar 31, 2026	ALGERT GLOBAL LLC	0.1%	56.78K	1.03M	-218.17K	-79.35%
Mar 31, 2026	PRUDENTIAL FINANCIAL INC	0.1%	54.48K	983.4K	1.65K	+3.12%
Mar 31, 2026	GREAT WEST LIFE ASSURANCE CO /CAN/	0.1%	54.06K	976K	252	+0.47%
Mar 31, 2026	CSM ADVISORS, LLC	0.5%	285.98K	5.16M	33.99K	+13.49%
Mar 31, 2026	TREXQUANT INVESTMENT LP	0.48%	274.27K	4.95M	196.66K	+253.40%
Mar 31, 2026	INTECH INVESTMENT MANAGEMENT LLC	0.32%	179.69K	3.24M	9.77K	+5.75%
Dec 31, 2025	HUBER CAPITAL MANAGEMENT LLC	3.08%	1.74M	30.54M	773.78K	+80.16%
Dec 31, 2025	STATE STREET CORP	4.27%	2.41M	43.22M	246.15K	+11.37%
Dec 31, 2025	LSV ASSET MANAGEMENT	4.45%	2.52M	44.17M	-17.67K	-0.70%
Dec 31, 2025	FMR LLC	9.2%	5.2M	91.27M	269.54K	+5.47%
Dec 31, 2025	VANGUARD GROUP INC	12.63%	7.13M	125.25M	231.29K	+3.35%
Dec 31, 2025	BLACKROCK, INC.	14.41%	8.14M	142.89M	150.91K	+1.89%
Dec 31, 2025	IEQ CAPITAL, LLC	7.26%	4.1M	72.02M	-21.89K	-0.53%
Dec 31, 2025	UNIVERSAL- BETEILIGUNGS- UND SERVICEGESELLSCHAFT MBH	0.5%	282.32K	4.96M	0	0
Dec 31, 2025	CITADEL ADVISORS LLC	0.52%	295.09K	5.18M	-145.58K	-33.04%
Dec 31, 2025	CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD.	0.53%	301.91K	5.3M	-60.67K	-16.73%
Dec 31, 2025	BRIDGEWAY CAPITAL MANAGEMENT, LLC	0.62%	347.85K	6.11M	18.58K	+5.64%
Dec 31, 2025	MILLENNIUM MANAGEMENT LLC	0.69%	391.58K	6.88M	303.28K	+343.46%
Dec 31, 2025	GOLDMAN SACHS GROUP INC	1.29%	726.94K	12.77M	258.34K	+55.13%
Dec 31, 2025	BANK OF NEW YORK MELLON CORP	1.54%	869.8K	15.27M	95.14K	+12.28%
Dec 31, 2025	BRAGG FINANCIAL ADVISORS, INC	1.96%	1.11M	19.4M	119.16K	+12.09%
Dec 31, 2025	DIMENSIONAL FUND ADVISORS LP	3.66%	2.07M	36.31M	-73.19K	-3.42%
Dec 31, 2025	SEGALL BRYANT & HAMILL, LLC	0.15%	86.89K	1.53M	0	0
Dec 31, 2025	AMERIPRISE FINANCIAL INC	0.17%	93.35K	1.64M	-18.85K	-16.80%
Dec 31, 2025	JPMORGAN CHASE & CO	0.17%	98.35K	1.73M	-168.71K	-63.17%
Dec 31, 2025	BNP PARIBAS ASSET MANAGEMENT HOLDING S.A.	0.18%	102.26K	1.8M	101.49K	+13,249.35%
Dec 31, 2025	SWISS NATIONAL BANK	0.18%	102.8K	1.81M	1.9K	+1.88%
Dec 31, 2025	VERITION FUND MANAGEMENT LLC	0.18%	103.87K	1.82M	42.69K	+69.77%
Dec 31, 2025	BARCLAYS PLC	0.22%	121.55K	2.13M	16.18K	+15.35%
Dec 31, 2025	RAYMOND JAMES FINANCIAL INC	0.19%	105.16K	1.85M	-52.14K	-33.15%
Dec 31, 2025	CLARK ESTATES INC/NY	0.2%	113K	1.98M	27.5K	+32.16%
Dec 31, 2025	SQUAREPOINT OPS LLC	0.21%	116.91K	2.05M	21.51K	+22.54%
Dec 31, 2025	MITSUBISHI UFJ TRUST & BANKING CORP	0.21%	119.2K	2.09M	-6.05K	-4.83%
Dec 31, 2025	FIRST TRUST ADVISORS LP	0.22%	124.93K	2.19M	20.92K	+20.11%
Dec 31, 2025	UBS ASSET MANAGEMENT AMERICAS INC	0.22%	126.3K	2.22M	16.48K	+15.01%
Dec 31, 2025	LEGAL & GENERAL GROUP PLC	0.24%	136.56K	2.4M	-3.5K	-2.50%
Dec 31, 2025	ADVISORS ASSET MANAGEMENT, INC.	0.29%	162.22K	2.85M	103.33K	+175.49%
Dec 31, 2025	INTECH INVESTMENT MANAGEMENT LLC	0.3%	169.92K	2.98M	-76.64K	-31.08%
Dec 31, 2025	BNP PARIBAS ARBITRAGE, SNC	0.53%	296.71K	5.21M	108.63K	+57.76%
Dec 31, 2025	MORGAN STANLEY	1.43%	808.38K	14.2M	39.89K	+5.19%
Dec 31, 2025	INSPIRE ADVISORS, LLC	0.24%	133.07K	2.34M	22.45K	+20.29%
Dec 31, 2025	RHUMBLINE ADVISERS	0.26%	145.96K	2.56M	-9.16K	-5.90%
Dec 31, 2025	SEPIO CAPITAL, LP	0.26%	148.31K	2.6M	148.31K	+100.00%
Dec 31, 2025	DEUTSCHE BANK AG\	0.27%	150.12K	2.64M	109.1K	+265.98%
Dec 31, 2025	RUSSELL INVESTMENTS GROUP, LTD.	0.29%	161.75K	2.84M	2.69K	+1.69%
Dec 31, 2025	BANK OF AMERICA CORP /DE/	0.31%	176.06K	3.09M	-215.32K	-55.02%
Dec 31, 2025	PUBLIC SECTOR PENSION INVESTMENT BOARD	0.32%	180.6K	3.17M	-22.66K	-11.15%
Dec 31, 2025	EMPOWERED FUNDS, LLC	0.38%	214.85K	3.77M	18.58K	+9.47%
Dec 31, 2025	PRINCIPAL FINANCIAL GROUP INC	0.44%	248.72K	4.37M	-3K	-1.19%
Dec 31, 2025	CSM ADVISORS, LLC	0.45%	251.99K	4.43M	46.28K	+22.50%
Dec 31, 2025	AMERICAN CENTURY COMPANIES INC	0.48%	268.41K	4.71M	-85.34K	-24.12%
Dec 31, 2025	ALGERT GLOBAL LLC	0.49%	274.95K	4.83M	125.57K	+84.06%
Dec 31, 2025	LIDO ADVISORS, LLC	0.54%	306.79K	6.56M	-57.57K	-15.80%
Dec 31, 2025	PANAGORA ASSET MANAGEMENT INC	0.58%	328.75K	5.77M	12.28K	+3.88%
Dec 31, 2025	AQR CAPITAL MANAGEMENT LLC	0.59%	333.42K	5.85M	54.4K	+19.50%
Dec 31, 2025	VICTORY CAPITAL MANAGEMENT INC	0.64%	362.61K	6.37M	23.46K	+6.92%
Dec 31, 2025	D. E. SHAW & CO., INC.	0.78%	440.37K	7.73M	184.54K	+72.13%
Dec 31, 2025	BALYASNY ASSET MANAGEMENT L.P.	0.78%	441.35K	7.75M	208.87K	+89.85%
Dec 31, 2025	NUVEEN, LLC	0.91%	514.65K	9.04M	-184.06K	-26.34%
Dec 31, 2025	INVESCO LTD.	0.97%	548.63K	9.63M	120.33K	+28.10%
Dec 31, 2025	QUBE RESEARCH & TECHNOLOGIES LTD	0.98%	550.65K	9.67M	-112.11K	-16.92%
Dec 31, 2025	NORTHERN TRUST CORP	1.05%	595.04K	10.45M	-27.04K	-4.35%
Dec 31, 2025	KENNEDY CAPITAL MANAGEMENT LLC	1.19%	672.29K	11.81M	79.99K	+13.50%
Dec 31, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	2.19%	1.24M	21.7M	91.25K	+7.97%
Dec 31, 2025	GEODE CAPITAL MANAGEMENT, LLC	2.26%	1.28M	22.46M	-17.02K	-1.31%
Dec 31, 2025	WELLINGTON MANAGEMENT GROUP LLP	2.33%	1.32M	23.1M	59.8K	+4.76%

Insiders

Among the UPBD insiders holding of 3.81% of the stake in company, KARAM FAHMI, EVP, Chief Financial Officer, holds the largest shares of 164.67K. MONTRONE RALPH T., EVP, Acima, is the second largest UPBD insider with ownership of 49.12K shares. BLASQUEZ ANTHONY J, EVP-RAC, stands third with possession of 43.72K shares of that stake.

Insiders	Designation	Shares Held
KARAM FAHMI	EVP, Chief Financial Officer	164.67K
MONTRONE RALPH T.	EVP, Acima	49.12K
BLASQUEZ ANTHONY J	EVP-RAC	43.72K
BROWN JEFFREY J	director	23.85K
TAYLOR TRANSIENT C	EVP, CHRO	14.65K

Buying/Selling by Insiders

Date	Insider	Type	Cost	Shares	Value ($)	Shares Total
Aug 21, 2026	BLASQUEZ ANTHONY J	SALE	18.85	10K	188.5K	43.72K
Jul 07, 2026	BROWN JEFFREY J	PURCHASE	20.09	454	9.12K	23.85K
Apr 28, 2026	BROWN JEFFREY J	PURCHASE	19.41	461	8.95K	23.4K
Jan 06, 2026	BROWN JEFFREY J	PURCHASE	17.68	495	8.75K	22.94K
Oct 21, 2025	BROWN JEFFREY J	PURCHASE	22.27	386	8.6K	22.44K
Sep 11, 2025	MONTRONE RALPH T.	SALE	25.23	6K	151.38K	49.12K
Aug 21, 2025	BLASQUEZ ANTHONY J	SALE	23.63	3.5K	82.71K	32.51K
Jul 08, 2025	BROWN JEFFREY J	PURCHASE	25.90	327	8.47K	22.06K
May 06, 2025	BROWN JEFFREY J	PURCHASE	23.75	21.73K	516.09K	21.73K
Apr 22, 2025	BROWN JEFFREY J	PURCHASE	19.89	1.69K	33.69K	88.07K
Mar 10, 2025	KARAM FAHMI	PURCHASE	25.82	11.5K	296.93K	164.67K
Jan 07, 2025	BROWN JEFFREY J	PURCHASE	29.01	1.15K	33.25K	86.38K
Oct 22, 2024	BROWN JEFFREY J	PURCHASE	29.25	1.07K	31.15K	85.23K
Aug 27, 2024	BLASQUEZ ANTHONY J	SALE	33.17	2.5K	82.93K	56.84K
Aug 26, 2024	TAYLOR TRANSIENT C	SALE	34.00	15.13K	514.32K	14.65K
Aug 05, 2024	MONTRONE RALPH T.	SALE	32.48	15K	487.2K	40.07K
Jul 09, 2024	BROWN JEFFREY J	PURCHASE	29.82	1.03K	30.74K	84.17K
Apr 22, 2024	BROWN JEFFREY J	PURCHASE	30.68	991	30.4K	83.14K
Mar 14, 2024	BLASQUEZ ANTHONY J	SALE	33.18	12.49K	414.25K	58.97K
Feb 28, 2024	MONTRONE RALPH T.	SALE	33.48	30K	1M	55.07K

Insider Transaction Summary (6 Months)

SHARESTRANS

PURCHASE9152

SALES10K1

NET SHARES-9.09K1

SHARES HELD90.97K3

% NET SHARES-109.99%-66.67%

Frequently Asked Questions

Stock Outstanding Shares

ShortableYes

OptionableYes

Short Percent Of Outstanding Shares11.51

Short Percent Of Float13.5

Shares Outstanding58.30M

Shares Float55.95M

Shares Short6.71M

Short Ratio6.27

13.5%

Short % of Float

11.51%

Short % of Shares Outstanding

Market Insider

Investors cannot turn a blind eye to insiders as well as institutional ownership. They need to follow insider trades to determine the direction the stock is likely to take.

Major Holders Summary

3.81% Percentage of Shares held by All Insiders

101.42% Percentage of Shares held by All Institutions

105.43% Percentage of Float held by Institutions

364

Number of Institutions Holding Shares

Institutional Ownership

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Jun 30, 2026	MILLER VALUE PARTNERS, LLC	0.45%	258K	5.47M	138K	+115.00%
Jun 30, 2026	BALYASNY ASSET MANAGEMENT L.P.	0.41%	234.92K	4.99M	-361.78K	-60.63%
Jun 30, 2026	FIRST TRUST ADVISORS LP	0.39%	221.27K	4.7M	24.74K	+12.59%
Jun 30, 2026	SEI INVESTMENTS CO	0.33%	188.88K	4.01M	-55.97K	-22.86%
Jun 30, 2026	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	0.32%	182.31K	3.87M	182.31K	+100.00%
Jun 30, 2026	ALLIANZ ASSET MANAGEMENT GMBH	0.3%	170.11K	3.61M	48.58K	+39.97%
Jun 30, 2026	PRINCIPAL FINANCIAL GROUP INC	0.54%	308K	6.54M	4.08K	+1.34%
Jun 30, 2026	PANAGORA ASSET MANAGEMENT INC	0.57%	321.1K	6.81M	68.89K	+27.31%
Jun 30, 2026	VANGUARD FIDUCIARY TRUST CO	0.61%	348.82K	7.4M	4.48K	+1.30%
Jun 30, 2026	BRIDGEWAY CAPITAL MANAGEMENT, LLC	0.63%	354.74K	7.53M	-9.2K	-2.53%
Jun 30, 2026	ADVISORS ASSET MANAGEMENT, INC.	0.63%	357.34K	7.58M	93.51K	+35.45%
Jun 30, 2026	VICTORY CAPITAL MANAGEMENT INC	0.7%	394.38K	8.37M	30.63K	+8.42%
Jun 30, 2026	MARSHALL WACE, LLP	0.72%	410.71K	8.72M	358.58K	+687.84%
Jun 30, 2026	CITADEL ADVISORS LLC	0.77%	437.06K	9.27M	281.17K	+180.37%
Jun 30, 2026	PACER ADVISORS, INC.	0.79%	450.92K	9.57M	37.92K	+9.18%
Jun 30, 2026	INVESCO LTD.	1.02%	579.04K	12.29M	47.22K	+8.88%
Jun 30, 2026	KENNEDY CAPITAL MANAGEMENT LLC	1.15%	652K	13.84M	-17.08K	-2.55%
Jun 30, 2026	NORTHERN TRUST CORP	1.19%	675.06K	14.32M	72.9K	+12.11%
Jun 30, 2026	MILLENNIUM MANAGEMENT LLC	1.25%	709.36K	15.05M	529.96K	+295.41%
Jun 30, 2026	AQR CAPITAL MANAGEMENT LLC	1.27%	720.15K	15.28M	432.84K	+150.65%
Jun 30, 2026	HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC	1.47%	831.81K	17.65M	94.15K	+12.76%
Jun 30, 2026	AMERICAN CENTURY COMPANIES INC	1.5%	853.18K	18.1M	510.23K	+148.78%
Jun 30, 2026	BANK OF NEW YORK MELLON CORP	1.57%	888.87K	18.86M	33.69K	+3.94%
Jun 30, 2026	MORGAN STANLEY	1.85%	1.05M	22.23M	263.7K	+33.65%
Jun 30, 2026	HUBER CAPITAL MANAGEMENT LLC	1.87%	1.06M	22.53M	-640.74K	-37.63%
Jun 30, 2026	WELLINGTON MANAGEMENT GROUP LLP	1.95%	1.1M	23.44M	-151.51K	-12.06%
Jun 30, 2026	SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P.	2.04%	1.16M	24.52M	1.16M	+100.00%
Jun 30, 2026	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	2.04%	1.16M	24.52M	-112.66K	-8.89%
Jun 30, 2026	BRAGG FINANCIAL ADVISORS, INC	2.1%	1.19M	25.24M	66.28K	+5.90%
Jun 30, 2026	VANGUARD CAPITAL MANAGEMENT LLC	4.1%	2.33M	49.39M	51.87K	+2.28%
Jun 30, 2026	GOLDMAN SACHS GROUP INC	4.24%	2.41M	51.09M	1.03M	+74.86%
Jun 30, 2026	UBS GROUP AG	0.32%	179.37K	3.81M	-40.87K	-18.56%
Jun 30, 2026	GEODE CAPITAL MANAGEMENT, LLC	2.59%	1.47M	31.16M	113.05K	+8.34%
Jun 30, 2026	IEQ CAPITAL, LLC	3.12%	1.77M	37.56M	-2.13M	-54.65%
Jun 30, 2026	LSV ASSET MANAGEMENT	4.02%	2.28M	48.39M	-33K	-1.43%
Jun 30, 2026	STATE STREET CORP	4.35%	2.47M	53.32M	171.99K	+7.49%
Jun 30, 2026	DIMENSIONAL FUND ADVISORS LP	4.84%	2.74M	58.24M	349.96K	+14.61%
Jun 30, 2026	VANGUARD PORTFOLIO MANAGEMENT LLC	7.46%	4.23M	89.85M	295.18K	+7.49%
Jun 30, 2026	PUBLIC SECTOR PENSION INVESTMENT BOARD	0.32%	180.28K	3.83M	-6.13K	-3.29%
Jun 30, 2026	XTX TOPCO LTD	0.32%	180.32K	3.83M	154.39K	+595.35%
Jun 30, 2026	CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD.	0.32%	182.29K	3.87M	-49.05K	-21.20%
Jun 30, 2026	RUSSELL INVESTMENTS GROUP, LTD.	0.34%	192.16K	4.08M	21.75K	+12.77%
Jun 30, 2026	EMPOWERED FUNDS, LLC	0.42%	236.74K	5.02M	-3.98K	-1.65%
Jun 30, 2026	PEREGRINE CAPITAL MANAGEMENT LLC	0.44%	251.45K	5.34M	-21.92K	-8.02%
Jun 30, 2026	RANGE FINANCIAL GROUP LLC	0.15%	82.91K	1.76M	1.91K	+2.36%
Jun 30, 2026	RENAISSANCE TECHNOLOGIES LLC	0.15%	83.2K	1.77M	19.3K	+30.20%
Jun 30, 2026	SEGALL BRYANT & HAMILL, LLC	0.15%	85.86K	1.82M	-505	-0.58%
Jun 30, 2026	VENTURE VISIONARY PARTNERS LLC	0.16%	91.37K	1.94M	91.37K	+100.00%
Jun 30, 2026	BNP PARIBAS ASSET MANAGEMENT HOLDING S.A.	0.18%	101.96K	2.16M	-567	-0.55%
Jun 30, 2026	SWISS NATIONAL BANK	0.19%	105K	2.23M	2.2K	+2.14%
Jun 30, 2026	ALGERT GLOBAL LLC	0.19%	109.57K	2.33M	52.79K	+92.97%
Jun 30, 2026	CLARK ESTATES INC/NY	0.2%	113K	2.4M	0	0
Jun 30, 2026	UBS ASSET MANAGEMENT AMERICAS INC	0.2%	114.14K	2.42M	-13.39K	-10.50%
Jun 30, 2026	LIDO ADVISORS, LLC	0.22%	124.93K	2.65M	345	+0.28%
Jun 30, 2026	JUMP FINANCIAL, LLC	0.22%	127.1K	2.7M	83.92K	+194.32%
Jun 30, 2026	PICTON MAHONEY ASSET MANAGEMENT	0.23%	131.44K	2.79M	131.44K	+100.00%
Jun 30, 2026	INTECH INVESTMENT MANAGEMENT LLC	0.23%	131.52K	2.79M	-48.17K	-26.81%
Jun 30, 2026	VANGUARD GLOBAL ADVISERS, LLC	0.24%	135.25K	2.87M	25.83K	+23.60%
Jun 30, 2026	RHUMBLINE ADVISERS	0.24%	136.87K	2.9M	-11.51K	-7.76%
Jun 30, 2026	QUANTINNO CAPITAL MANAGEMENT LP	0.25%	141.47K	3M	94.01K	+198.06%
Jun 30, 2026	LANDSCAPE CAPITAL MANAGEMENT, L.L.C.	0.25%	143.59K	3.05M	16.5K	+12.98%
Jun 30, 2026	SEPIO CAPITAL, LP	0.25%	144.61K	3.07M	0	0
Jun 30, 2026	INSPIRE ADVISORS, LLC	0.27%	154.94K	3.27M	8.37K	+5.71%
Jun 30, 2026	NUVEEN, LLC	0.3%	168.34K	3.57M	20.13K	+13.58%
Jun 30, 2026	BLACKROCK, INC.	16.13%	9.15M	194.22M	944.45K	+11.51%
Jun 30, 2026		7.46%	4.23M	89.85M	295.18K	+7.49%
Jun 30, 2026	FMR LLC	5.84%	3.31M	70.29M	-2.1M	-38.74%
Jun 30, 2026	CSM ADVISORS, LLC	0.54%	306.01K	6.49M	20.04K	+7.01%
Jun 30, 2026	BANK OF AMERICA CORP /DE/	0.52%	294.59K	6.25M	99.78K	+51.21%
Jun 30, 2026	QUBE RESEARCH & TECHNOLOGIES LTD	0.51%	286.62K	6.08M	41.15K	+16.77%
Jun 30, 2026	CREATIVE PLANNING	0.48%	271K	5.75M	174.83K	+181.77%
Jun 30, 2026	UNIVERSAL- BETEILIGUNGS- UND SERVICEGESELLSCHAFT MBH	0.46%	262.83K	5.58M	4.02K	+1.55%
Mar 31, 2026	SEI INVESTMENTS CO	0.43%	244.85K	4.42M	174.68K	+248.96%
Mar 31, 2026	ADVISORS ASSET MANAGEMENT, INC.	0.47%	263.82K	4.76M	101.61K	+62.63%
Mar 31, 2026	PANAGORA ASSET MANAGEMENT INC	0.44%	252.21K	4.55M	-76.54K	-23.28%
Mar 31, 2026	QUBE RESEARCH & TECHNOLOGIES LTD	0.43%	245.47K	4.43M	-305.18K	-55.42%
Mar 31, 2026	UNIVERSAL- BETEILIGUNGS- UND SERVICEGESELLSCHAFT MBH	0.46%	258.82K	4.67M	-23.51K	-8.33%
Mar 31, 2026	FMR LLC	9.53%	5.41M	97.61M	210.46K	+4.05%
Mar 31, 2026		6.94%	3.94M	71.1M	3.94M	+100.00%
Mar 31, 2026	IEQ CAPITAL, LLC	6.88%	3.9M	70.46M	-197.55K	-4.82%
Mar 31, 2026	DIMENSIONAL FUND ADVISORS LP	4.22%	2.39M	43.23M	327.2K	+15.83%
Mar 31, 2026	LSV ASSET MANAGEMENT	4.08%	2.31M	41.76M	-202K	-8.03%
Mar 31, 2026	STATE STREET CORP	4.05%	2.3M	41.45M	-114.04K	-4.73%
Mar 31, 2026	INVESCO LTD.	0.94%	531.83K	9.6M	-16.81K	-3.06%
Mar 31, 2026	VANGUARD CAPITAL MANAGEMENT LLC	4.01%	2.28M	41.08M	2.28M	+100.00%
Mar 31, 2026	EMPOWERED FUNDS, LLC	0.42%	240.73K	4.35M	25.88K	+12.04%
Mar 31, 2026	CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD.	0.41%	231.34K	4.18M	-70.57K	-23.37%
Mar 31, 2026	UBS GROUP AG	0.39%	220.24K	3.98M	143.24K	+186.03%
Mar 31, 2026	FIRST TRUST ADVISORS LP	0.35%	196.53K	3.55M	71.6K	+57.31%
Mar 31, 2026	BANK OF AMERICA CORP /DE/	0.34%	194.82K	3.52M	18.76K	+10.65%
Mar 31, 2026	PUBLIC SECTOR PENSION INVESTMENT BOARD	0.33%	186.42K	3.36M	5.82K	+3.22%
Mar 31, 2026	D. E. SHAW & CO., INC.	0.32%	182.69K	3.3M	-257.68K	-58.51%
Mar 31, 2026	POINT72 ASSET MANAGEMENT, L.P.	0.31%	173.58K	3.13M	173.58K	+100.00%
Mar 31, 2026	AMERIPRISE FINANCIAL INC	0.26%	149.49K	2.7M	56.15K	+60.15%
Mar 31, 2026	GEODE CAPITAL MANAGEMENT, LLC	2.39%	1.35M	24.46M	75.88K	+5.93%
Mar 31, 2026	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	2.23%	1.27M	22.89M	32.47K	+2.63%
Mar 31, 2026	WELLINGTON MANAGEMENT GROUP LLP	2.21%	1.26M	22.67M	-59.59K	-4.53%
Mar 31, 2026	BRAGG FINANCIAL ADVISORS, INC	1.98%	1.12M	20.27M	17.89K	+1.62%
Mar 31, 2026	BANK OF NEW YORK MELLON CORP	1.51%	855.18K	15.44M	-14.62K	-1.68%
Mar 31, 2026	MORGAN STANLEY	1.38%	783.72K	14.15M	-24.66K	-3.05%
Mar 31, 2026	HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC	1.3%	737.66K	13.31M	675.66K	+1,089.77%
Mar 31, 2026	KENNEDY CAPITAL MANAGEMENT LLC	1.18%	669.07K	12.08M	-3.22K	-0.48%
Mar 31, 2026	NORTHERN TRUST CORP	1.06%	602.16K	10.87M	7.12K	+1.20%
Mar 31, 2026	PACER ADVISORS, INC.	0.73%	413.01K	7.46M	413.01K	+100.00%
Mar 31, 2026	BRIDGEWAY CAPITAL MANAGEMENT, LLC	0.64%	363.94K	6.57M	16.09K	+4.63%
Mar 31, 2026	VICTORY CAPITAL MANAGEMENT INC	0.64%	363.75K	6.57M	1.14K	+0.31%
Mar 31, 2026	VANGUARD FIDUCIARY TRUST CO	0.61%	344.34K	6.22M	344.34K	+100.00%
Mar 31, 2026	AMERICAN CENTURY COMPANIES INC	0.6%	342.95K	6.19M	74.54K	+27.77%
Mar 31, 2026	PRINCIPAL FINANCIAL GROUP INC	0.54%	303.92K	5.49M	55.2K	+22.19%
Mar 31, 2026	AQR CAPITAL MANAGEMENT LLC	0.51%	287.31K	5.19M	-46.1K	-13.83%
Mar 31, 2026	HUBER CAPITAL MANAGEMENT LLC	3%	1.7M	30.73M	-36.44K	-2.10%
Mar 31, 2026	GOLDMAN SACHS GROUP INC	2.43%	1.38M	24.85M	650.03K	+89.42%
Mar 31, 2026	BALYASNY ASSET MANAGEMENT L.P.	1.05%	596.7K	10.77M	155.35K	+35.20%
Mar 31, 2026	RUSSELL INVESTMENTS GROUP, LTD.	0.3%	170.4K	3.08M	8.65K	+5.35%
Mar 31, 2026	CITADEL ADVISORS LLC	0.27%	155.89K	2.81M	-139.2K	-47.17%
Mar 31, 2026	Y-INTERCEPT (HONG KONG) LTD	0.26%	150.2K	2.71M	53.92K	+56.00%
Mar 31, 2026	PEREGRINE CAPITAL MANAGEMENT LLC	0.48%	273.37K	4.93M	273.37K	+100.00%
Mar 31, 2026	MILLENNIUM MANAGEMENT LLC	0.32%	179.4K	3.24M	-212.18K	-54.19%
Mar 31, 2026	BLACKROCK, INC.	14.47%	8.21M	148.16M	71.08K	+0.87%
Mar 31, 2026	RHUMBLINE ADVISERS	0.26%	148.38K	2.68M	2.42K	+1.66%
Mar 31, 2026	NUVEEN, LLC	0.26%	148.22K	2.68M	-366.43K	-71.20%
Mar 31, 2026	SEPIO CAPITAL, LP	0.25%	144.61K	2.61M	-3.7K	-2.49%
Mar 31, 2026	UBS ASSET MANAGEMENT AMERICAS INC	0.22%	127.53K	2.3M	1.23K	+0.97%
Mar 31, 2026	LANDSCAPE CAPITAL MANAGEMENT, L.L.C.	0.22%	127.1K	2.29M	103.28K	+433.59%
Mar 31, 2026	LEGAL & GENERAL GROUP PLC	0.22%	126.81K	2.29M	-9.75K	-7.14%
Mar 31, 2026	LIDO ADVISORS, LLC	0.22%	124.58K	2.25M	-182.21K	-59.39%
Mar 31, 2026	ALLIANZ ASSET MANAGEMENT GMBH	0.21%	121.53K	2.19M	121.53K	+100.00%
Mar 31, 2026	RAYMOND JAMES FINANCIAL INC	0.2%	115.3K	2.08M	10.14K	+9.64%
Mar 31, 2026	CLARK ESTATES INC/NY	0.2%	113K	2.04M	0	0
Mar 31, 2026	VANGUARD GLOBAL ADVISERS, LLC	0.19%	109.42K	1.98M	109.42K	+100.00%
Mar 31, 2026	SWISS NATIONAL BANK	0.18%	102.8K	1.86M	0	0
Mar 31, 2026	BNP PARIBAS ASSET MANAGEMENT HOLDING S.A.	0.18%	102.53K	1.85M	270	+0.26%
Mar 31, 2026	MITSUBISHI UFJ TRUST & BANKING CORP	0.17%	99.25K	1.79M	-19.96K	-16.74%
Mar 31, 2026	CREATIVE PLANNING	0.17%	96.18K	1.74M	40.53K	+72.83%
Mar 31, 2026	BNP PARIBAS ARBITRAGE, SNC	0.14%	81.46K	1.47M	-215.26K	-72.55%
Mar 31, 2026	RANGE FINANCIAL GROUP LLC	0.14%	81K	1.46M	5.12K	+6.74%
Mar 31, 2026	BEACON FINANCIAL GROUP	0.13%	75.99K	1.37M	74	+0.10%
Mar 31, 2026	JPMORGAN CHASE & CO	0.13%	74.51K	1.34M	-23.84K	-24.24%
Mar 31, 2026	KENDALL CAPITAL MANAGEMENT	0.12%	70.71K	1.28M	5.84K	+8.99%
Mar 31, 2026	LPL FINANCIAL LLC	0.12%	70.23K	1.27M	23.89K	+51.55%
Mar 31, 2026	NEW YORK STATE TEACHERS RETIREMENT SYSTEM	0.12%	68.88K	1.24M	-13.67K	-16.56%
Mar 31, 2026	RENAISSANCE TECHNOLOGIES LLC	0.11%	63.9K	1.15M	63.9K	+100.00%
Mar 31, 2026	ALGERT GLOBAL LLC	0.1%	56.78K	1.03M	-218.17K	-79.35%
Mar 31, 2026	PRUDENTIAL FINANCIAL INC	0.1%	54.48K	983.4K	1.65K	+3.12%
Mar 31, 2026	GREAT WEST LIFE ASSURANCE CO /CAN/	0.1%	54.06K	976K	252	+0.47%
Mar 31, 2026	CSM ADVISORS, LLC	0.5%	285.98K	5.16M	33.99K	+13.49%
Mar 31, 2026	TREXQUANT INVESTMENT LP	0.48%	274.27K	4.95M	196.66K	+253.40%
Mar 31, 2026	INTECH INVESTMENT MANAGEMENT LLC	0.32%	179.69K	3.24M	9.77K	+5.75%
Dec 31, 2025	HUBER CAPITAL MANAGEMENT LLC	3.08%	1.74M	30.54M	773.78K	+80.16%
Dec 31, 2025	STATE STREET CORP	4.27%	2.41M	43.22M	246.15K	+11.37%
Dec 31, 2025	LSV ASSET MANAGEMENT	4.45%	2.52M	44.17M	-17.67K	-0.70%
Dec 31, 2025	FMR LLC	9.2%	5.2M	91.27M	269.54K	+5.47%
Dec 31, 2025	VANGUARD GROUP INC	12.63%	7.13M	125.25M	231.29K	+3.35%
Dec 31, 2025	BLACKROCK, INC.	14.41%	8.14M	142.89M	150.91K	+1.89%
Dec 31, 2025	IEQ CAPITAL, LLC	7.26%	4.1M	72.02M	-21.89K	-0.53%
Dec 31, 2025	UNIVERSAL- BETEILIGUNGS- UND SERVICEGESELLSCHAFT MBH	0.5%	282.32K	4.96M	0	0
Dec 31, 2025	CITADEL ADVISORS LLC	0.52%	295.09K	5.18M	-145.58K	-33.04%
Dec 31, 2025	CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD.	0.53%	301.91K	5.3M	-60.67K	-16.73%
Dec 31, 2025	BRIDGEWAY CAPITAL MANAGEMENT, LLC	0.62%	347.85K	6.11M	18.58K	+5.64%
Dec 31, 2025	MILLENNIUM MANAGEMENT LLC	0.69%	391.58K	6.88M	303.28K	+343.46%
Dec 31, 2025	GOLDMAN SACHS GROUP INC	1.29%	726.94K	12.77M	258.34K	+55.13%
Dec 31, 2025	BANK OF NEW YORK MELLON CORP	1.54%	869.8K	15.27M	95.14K	+12.28%
Dec 31, 2025	BRAGG FINANCIAL ADVISORS, INC	1.96%	1.11M	19.4M	119.16K	+12.09%
Dec 31, 2025	DIMENSIONAL FUND ADVISORS LP	3.66%	2.07M	36.31M	-73.19K	-3.42%
Dec 31, 2025	SEGALL BRYANT & HAMILL, LLC	0.15%	86.89K	1.53M	0	0
Dec 31, 2025	AMERIPRISE FINANCIAL INC	0.17%	93.35K	1.64M	-18.85K	-16.80%
Dec 31, 2025	JPMORGAN CHASE & CO	0.17%	98.35K	1.73M	-168.71K	-63.17%
Dec 31, 2025	BNP PARIBAS ASSET MANAGEMENT HOLDING S.A.	0.18%	102.26K	1.8M	101.49K	+13,249.35%
Dec 31, 2025	SWISS NATIONAL BANK	0.18%	102.8K	1.81M	1.9K	+1.88%
Dec 31, 2025	VERITION FUND MANAGEMENT LLC	0.18%	103.87K	1.82M	42.69K	+69.77%
Dec 31, 2025	BARCLAYS PLC	0.22%	121.55K	2.13M	16.18K	+15.35%
Dec 31, 2025	RAYMOND JAMES FINANCIAL INC	0.19%	105.16K	1.85M	-52.14K	-33.15%
Dec 31, 2025	CLARK ESTATES INC/NY	0.2%	113K	1.98M	27.5K	+32.16%
Dec 31, 2025	SQUAREPOINT OPS LLC	0.21%	116.91K	2.05M	21.51K	+22.54%
Dec 31, 2025	MITSUBISHI UFJ TRUST & BANKING CORP	0.21%	119.2K	2.09M	-6.05K	-4.83%
Dec 31, 2025	FIRST TRUST ADVISORS LP	0.22%	124.93K	2.19M	20.92K	+20.11%
Dec 31, 2025	UBS ASSET MANAGEMENT AMERICAS INC	0.22%	126.3K	2.22M	16.48K	+15.01%
Dec 31, 2025	LEGAL & GENERAL GROUP PLC	0.24%	136.56K	2.4M	-3.5K	-2.50%
Dec 31, 2025	ADVISORS ASSET MANAGEMENT, INC.	0.29%	162.22K	2.85M	103.33K	+175.49%
Dec 31, 2025	INTECH INVESTMENT MANAGEMENT LLC	0.3%	169.92K	2.98M	-76.64K	-31.08%
Dec 31, 2025	BNP PARIBAS ARBITRAGE, SNC	0.53%	296.71K	5.21M	108.63K	+57.76%
Dec 31, 2025	MORGAN STANLEY	1.43%	808.38K	14.2M	39.89K	+5.19%
Dec 31, 2025	INSPIRE ADVISORS, LLC	0.24%	133.07K	2.34M	22.45K	+20.29%
Dec 31, 2025	RHUMBLINE ADVISERS	0.26%	145.96K	2.56M	-9.16K	-5.90%
Dec 31, 2025	SEPIO CAPITAL, LP	0.26%	148.31K	2.6M	148.31K	+100.00%
Dec 31, 2025	DEUTSCHE BANK AG\	0.27%	150.12K	2.64M	109.1K	+265.98%
Dec 31, 2025	RUSSELL INVESTMENTS GROUP, LTD.	0.29%	161.75K	2.84M	2.69K	+1.69%
Dec 31, 2025	BANK OF AMERICA CORP /DE/	0.31%	176.06K	3.09M	-215.32K	-55.02%
Dec 31, 2025	PUBLIC SECTOR PENSION INVESTMENT BOARD	0.32%	180.6K	3.17M	-22.66K	-11.15%
Dec 31, 2025	EMPOWERED FUNDS, LLC	0.38%	214.85K	3.77M	18.58K	+9.47%
Dec 31, 2025	PRINCIPAL FINANCIAL GROUP INC	0.44%	248.72K	4.37M	-3K	-1.19%
Dec 31, 2025	CSM ADVISORS, LLC	0.45%	251.99K	4.43M	46.28K	+22.50%
Dec 31, 2025	AMERICAN CENTURY COMPANIES INC	0.48%	268.41K	4.71M	-85.34K	-24.12%
Dec 31, 2025	ALGERT GLOBAL LLC	0.49%	274.95K	4.83M	125.57K	+84.06%
Dec 31, 2025	LIDO ADVISORS, LLC	0.54%	306.79K	6.56M	-57.57K	-15.80%
Dec 31, 2025	PANAGORA ASSET MANAGEMENT INC	0.58%	328.75K	5.77M	12.28K	+3.88%
Dec 31, 2025	AQR CAPITAL MANAGEMENT LLC	0.59%	333.42K	5.85M	54.4K	+19.50%
Dec 31, 2025	VICTORY CAPITAL MANAGEMENT INC	0.64%	362.61K	6.37M	23.46K	+6.92%
Dec 31, 2025	D. E. SHAW & CO., INC.	0.78%	440.37K	7.73M	184.54K	+72.13%
Dec 31, 2025	BALYASNY ASSET MANAGEMENT L.P.	0.78%	441.35K	7.75M	208.87K	+89.85%
Dec 31, 2025	NUVEEN, LLC	0.91%	514.65K	9.04M	-184.06K	-26.34%
Dec 31, 2025	INVESCO LTD.	0.97%	548.63K	9.63M	120.33K	+28.10%
Dec 31, 2025	QUBE RESEARCH & TECHNOLOGIES LTD	0.98%	550.65K	9.67M	-112.11K	-16.92%
Dec 31, 2025	NORTHERN TRUST CORP	1.05%	595.04K	10.45M	-27.04K	-4.35%
Dec 31, 2025	KENNEDY CAPITAL MANAGEMENT LLC	1.19%	672.29K	11.81M	79.99K	+13.50%
Dec 31, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	2.19%	1.24M	21.7M	91.25K	+7.97%
Dec 31, 2025	GEODE CAPITAL MANAGEMENT, LLC	2.26%	1.28M	22.46M	-17.02K	-1.31%
Dec 31, 2025	WELLINGTON MANAGEMENT GROUP LLP	2.33%	1.32M	23.1M	59.8K	+4.76%

Insiders

Insiders	Designation	Shares Held
KARAM FAHMI	EVP, Chief Financial Officer	164.67K
MONTRONE RALPH T.	EVP, Acima	49.12K
BLASQUEZ ANTHONY J	EVP-RAC	43.72K
BROWN JEFFREY J	director	23.85K
TAYLOR TRANSIENT C	EVP, CHRO	14.65K

Buying/Selling by Insiders

Date	Insider	Type	Cost	Shares	Value ($)	Shares Total
Aug 21, 2026	BLASQUEZ ANTHONY J	SALE	18.85	10K	188.5K	43.72K
Jul 07, 2026	BROWN JEFFREY J	PURCHASE	20.09	454	9.12K	23.85K
Apr 28, 2026	BROWN JEFFREY J	PURCHASE	19.41	461	8.95K	23.4K
Jan 06, 2026	BROWN JEFFREY J	PURCHASE	17.68	495	8.75K	22.94K
Oct 21, 2025	BROWN JEFFREY J	PURCHASE	22.27	386	8.6K	22.44K
Sep 11, 2025	MONTRONE RALPH T.	SALE	25.23	6K	151.38K	49.12K
Aug 21, 2025	BLASQUEZ ANTHONY J	SALE	23.63	3.5K	82.71K	32.51K
Jul 08, 2025	BROWN JEFFREY J	PURCHASE	25.90	327	8.47K	22.06K
May 06, 2025	BROWN JEFFREY J	PURCHASE	23.75	21.73K	516.09K	21.73K
Apr 22, 2025	BROWN JEFFREY J	PURCHASE	19.89	1.69K	33.69K	88.07K
Mar 10, 2025	KARAM FAHMI	PURCHASE	25.82	11.5K	296.93K	164.67K
Jan 07, 2025	BROWN JEFFREY J	PURCHASE	29.01	1.15K	33.25K	86.38K
Oct 22, 2024	BROWN JEFFREY J	PURCHASE	29.25	1.07K	31.15K	85.23K
Aug 27, 2024	BLASQUEZ ANTHONY J	SALE	33.17	2.5K	82.93K	56.84K
Aug 26, 2024	TAYLOR TRANSIENT C	SALE	34.00	15.13K	514.32K	14.65K
Aug 05, 2024	MONTRONE RALPH T.	SALE	32.48	15K	487.2K	40.07K
Jul 09, 2024	BROWN JEFFREY J	PURCHASE	29.82	1.03K	30.74K	84.17K
Apr 22, 2024	BROWN JEFFREY J	PURCHASE	30.68	991	30.4K	83.14K
Mar 14, 2024	BLASQUEZ ANTHONY J	SALE	33.18	12.49K	414.25K	58.97K
Feb 28, 2024	MONTRONE RALPH T.	SALE	33.48	30K	1M	55.07K

Insider Transaction Summary (6 Months)

SHARESTRANS

PURCHASE9152

SALES10K1

NET SHARES-9.09K1

SHARES HELD90.97K3

% NET SHARES-109.99%-66.67%

UPBD Stock Ownership Breakdown

Upbound Group

Stock Outstanding Shares

Market Insider

Institutional Ownership

Insiders

Buying/Selling by Insiders

Insider Transaction Summary (6 Months)

Frequently Asked Questions

Stock Outstanding Shares

Market Insider

Institutional Ownership

Insiders

Buying/Selling by Insiders

Insider Transaction Summary (6 Months)

Frequently Asked Questions