IEQ CAPITAL, LLC

Holdings History for UPBOUND GROUP, INC. - COMMON STOCK (UPBD)

Symbol: UPBD on Nasdaq
Investment type: Equity / COMMON STOCK
Latest Disclosed Shares Owned: 4,540,625 shares
Security Ownership %: 7.9%

Shares, Excluding Options vs Price

Value, Excluding Options

IEQ CAPITAL, LLC ownership in UPBOUND GROUP, INC. COMMON STOCK (UPBD)

14 Aug 2025 - IEQ CAPITAL, LLC has filed an SCHEDULE 13G form with the Securities and Exchange Commission (SEC) disclosing ownership of 4,540,625 shares of UPBOUND GROUP, INC. COMMON STOCK (UPBD). This represents 7.9% ownership of the company. This is the first filing by IEQ CAPITAL, LLC disclosing ownership of UPBOUND GROUP, INC. COMMON STOCK (UPBD).

Reporting Name	Ownership %	Change	Value $	Shares owned	Change	Activity %	Price	Form	Report date	Filing time
IEQ CAPITAL, LLC	7.9%		$119,645,469	4,540,625			$26.35	13G	30 Jun 2025	14 Aug 2025, 17:27

Holdings date	Weight	Change	Value $	Shares	Change	Activity %	Price	All Holders
31 Dec 2025	0.22%	-0%	$72,017,651	4,101,233	-21,894	-0.53%	$17.56	Q4 2025
30 Sep 2025	0.3%	-0.03%	$97,429,499	4,123,127	-411,987	-9.1%	$23.63	Q3 2025
30 Jun 2025	0.7%	+0.58%	$113,831,361	4,535,114	+3,801,043	+518%	$25.10	Q2 2025
31 Mar 2025	0.14%	-0%	$17,588,341	734,071	-14,885		$23.96	Q1 2025
31 Dec 2024	0.21%	-0%	$21,847,047	748,956	-7,542	-1%	$29.17	Q4 2024
30 Sep 2024	0.3%	-1.6%	$24,200,371	756,498	-4,070,523	-84%	$31.99	Q3 2024
30 Jun 2024	2%	+1.1%	$148,189,556	4,827,021	+2,557,906	+113%	$30.70	Q2 2024
31 Mar 2024	1.1%	+0.44%	$79,895,552	2,269,115	+862,175	+61%	$35.21	Q1 2024
31 Dec 2023	0.8%	-0.01%	$47,793,764	1,406,940	-25,469	-1.8%	$33.97	Q4 2023
30 Sep 2023	0.86%	-1.3%	$42,184,445	1,432,409	-2,162,746	-60%	$29.45	Q3 2023
30 Jun 2023	2.3%	+1%	$111,917,175	3,595,155	+1,612,467	+81%	$31.13	Q2 2023
31 Mar 2023	1.1%	-0%	$48,595,683	1,982,688	-7,401	-0.37%	$24.51	Q1 2023
31 Dec 2022	1.3%	-0%	$44,876,507	1,990,089	-19	-0%	$22.55	Q4 2022
30 Sep 2022	0.96%	-0.03%	$34,847,000	1,990,108	-66,225	-3.2%	$17.51	Q3 2022
30 Jun 2022	1.2%	+0.02%	$39,995,000	2,056,333	+39,330	+1.9%	$19.45	Q2 2022
31 Mar 2022	1.2%	+1.2%	$50,808,000	2,017,003	+2,017,003	NEW	$25.19	Q1 2022

* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.