SEC ownership of UPBOUND GROUP, INC.

Top holders, 13D/G large-stake signals, insider positions, and transaction flow tied to CIK 0000933036.

Comparable stake leader

BlackRock, Inc.

Disclosed value leader

Allred Aaron R.

Comparable rows

50/50

Latest evidence

01 Apr 2026

Top shareholders Insider holders Latest transactions

Symbol: UPBD on Nasdaq
Ownership evidence mix: 13D/G, 13F, and 3/4/5
Largest current holder: BlackRock, Inc.
Latest large-stake holder: BlackRock, Inc.
Latest evidence date: 01 Apr 2026
CIK: 0000933036
Location: Plano, TX

Ownership snapshot

Top shareholders of UPBOUND GROUP, INC. (13F + 13D/G + 3/4/5)

Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.

Comparable stake leader

BlackRock, Inc.

Disclosed value leader

Allred Aaron R.

Comparable rows

50/50

Latest evidence

01 Apr 2026

13D/G 13F 3/4/5 Lead comparable stake: 14% 13D/G row: BlackRock, Inc. Showing 1-8 of 50 holder rows.

Quick read

BlackRock, Inc. leads the comparable SEC ownership view at 14%.

50 of 50 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.

Comparable ownership Top 5

BlackRock, Inc. 14%

FMR LLC 9%

IEQ CAPITAL, LLC 7.9%

Allred Aaron R. 7.1%

VANGUARD PORTFOLIO MANAGEMENT LLC 7%

Ownership % is shown only when SEC disclosures are safely comparable across share classes.

Detailed SEC evidence table Showing 1-8 of 50 holder rows

Holder	Evidence	Ownership %	Position	12M Net Δ	As of
BlackRock, Inc.	13D/G 13F Company 13D/G 13F	14%	$161,530,460 7,860,363 shares	$0	31 Mar 2025
FMR LLC	13F 13D/G Company 13F 13D/G	9% from 13D/G	$97,611,037 5,407,814 shares	—	31 Mar 2026
IEQ CAPITAL, LLC	13D/G 13F Company 13D/G 13F	7.9%	$119,645,469 4,540,625 shares	$0	30 Jun 2025
Allred Aaron R.	3/4/5 13D/G EVP, Acima 3/4/5 13D/G	7.1% from 13D/G	$170,167,150 5,165,973 shares	—	28 Mar 2022
VANGUARD PORTFOLIO MANAGEMENT LLC	13D/G 13F Vanguard Portfolio Management · Company 13D/G 13F	7%	$73,230,619 4,057,098 shares	$0	31 Mar 2026
Fahmi Karam	3/4/5 Chief Executive Officer, Director 3/4/5	0.44%	$5,482,037 254,505 shares	—	26 Feb 2026
Halim Khouri	3/4/5 EVP, Chief Financial Officer 3/4/5	0.18%	$2,365,794 103,854 shares	—	23 Feb 2026
Montrone Ralph T.	3/4/5 EVP, Acima 3/4/5	0.12%	$1,442,081 66,949 shares	-$151,380	26 Feb 2026

How to read this table

Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.

Forms 3/4/5 flow

Insider trading overview

Net insider flow leans to selling over the last 12 months. Net value: -$58,382.

Buys

$175,703

Insiders: 1

Sells

$234,085

Insiders: 2

Net

-$58,382

Shares: -1,065

Window

Last 12 months

4 rolling buckets

Buy value Sell value

Shares: 8,435 Shares: 9,500

Window (months)	Buy shares	Sell shares	Buy value	Sell value	Net value
0-3	2,329	0	$45,206	$0	+$45,206
3-6	2,502	0	$44,235	$0	+$44,235
6-9	1,951	6,000	$43,449	$151,380	-$107,931
9-12	1,653	3,500	$42,813	$82,705	-$39,892

Reporting owners

Insider holders from Forms 3/4/5

Showing 1-20 of 24 reporting-owner rows connected to UPBOUND GROUP, INC.. Open a relationship link for the CIK-to-CIK filing trail.

Rows

Largest current holder

Allred Aaron R.

Net 12M change

-$58,382

Latest report

28 Apr 2026

Name	Relationship	Holdings Value	Past Year Net Change	Change %	Valuation	Report Date
Allred Aaron R.	EVP, Acima	$170,167,150			Mixed	28 Mar 2022
Mitchell E. Fadel	Chief Executive Officer, Director	$22,706,884			Mixed	24 Feb 2025
Fahmi Karam	Chief Executive Officer, Director	$5,482,037			Mixed	26 Feb 2026
Jeffrey J. Brown	Director	$5,073,512	+$175,703	+3.6%	Mixed	28 Apr 2026
Maureen B. Short	Cfo	$3,605,612			Mixed	01 Apr 2022
Jason Jude Hogg	EVP-Acima	$3,527,380			Mixed	25 Feb 2022
Catherine M. Skula	EVP, Chief Development Officer	$2,520,701			Mixed	26 May 2021
Halim Khouri	EVP, Chief Financial Officer	$2,365,794			Mixed	23 Feb 2026
Ann L. Davids	EVP, Chief Marketing Officer	$2,306,297			Mixed	24 Feb 2025
Christopher B. Hetrick	Director	$2,005,938			Mixed	09 Jan 2024
Montrone Ralph T.	EVP, Acima	$1,442,081	-$151,380	-9.5%	Mixed	26 Feb 2026
Anthony J. Blasquez	Evp Rac	$1,157,064	-$82,705	-6.7%	Mixed	26 Feb 2026
Glenn P. Marino	Director	$1,078,209			Mixed	28 Apr 2026
Transient C. Taylor	Evp, Chro	$947,372			Mixed	26 Feb 2026
Bryan J. Pechersky	EVP, GC and Corp Secretary	$946,122			Mixed	26 Feb 2026
Carol A. McFate	Director	$842,468			Mixed	28 Apr 2026
Harold G. Lewis	Director	$628,964			Mixed	02 Jan 2026
Jen You	Director	$618,172			Mixed	22 Apr 2024
Molly Langenstein	Director	$513,906			Mixed	28 Apr 2026
Rebecca Wooters	EVP, Chief Growth Officer	$407,989			Mixed	23 Feb 2026

Recent insider transactions for UPBOUND GROUP, INC.

Showing up to 300 recent insider transactions from the last 12 months.

Insider	Symbol	Class	Transaction	%	SEC-reported value	SEC-reported price	Shares	Shares owned	Date	Ownership
Jeffrey J. Brown	UPBD	COMMON STOCK	Purchase	2.01%	$36,258	$19.41	1,868	94,840	28 Apr 2026	by Brown Equity Partners, LLC
Jeffrey J. Brown	UPBD	COMMON STOCK	Purchase	2.01%	$8,948	$19.41	461	23,399	28 Apr 2026	by the Jeffrey J Brown Living Trust
Jeffrey J. Brown	UPBD	Director Deferred Stock Unit	Award	1.62%			2,636	165,557	28 Apr 2026	Direct
Carol A. McFate	UPBD	Director Deferred Stock Unit	Award	0.43%			206	47,965	28 Apr 2026	Direct
Glenn P. Marino	UPBD	Director Deferred Stock Unit	Award	2.12%			1,334	64,258	28 Apr 2026	Direct
Molly Langenstein	UPBD	Director Deferred Stock Unit	Award	2.54%			792	31,925	28 Apr 2026	Direct
Charu Jain	UPBD	Director Deferred Stock Unit	Award	2.54%			627	25,273	28 Apr 2026	Direct
Balaji Kumar	UPBD	COMMON STOCK	Award				14,749	14,749	01 Apr 2026	Direct
Jeffrey J. Brown	UPBD	Director Deferred Stock Unit	Award	3.43%			5,410	162,921	01 Apr 2026	Direct
Glenn P. Marino	UPBD	Director Deferred Stock Unit	Award	2.95%			1,801	62,924	01 Apr 2026	Direct
Molly Langenstein	UPBD	Director Deferred Stock Unit	Award	6.87%			2,000	31,133	01 Apr 2026	Direct
Charu Jain	UPBD	Director Deferred Stock Unit	Award	7.96%			1,818	24,646	01 Apr 2026	Direct
Fahmi Karam	UPBD	COMMON STOCK	Tax liability	-0.47%			-1,211	254,505	26 Feb 2026	Direct
Anthony J. Blasquez	UPBD	COMMON STOCK	Tax liability	-0.89%			-485	53,717	26 Feb 2026	Direct
Montrone Ralph T.	UPBD	COMMON STOCK	Tax liability	-1.29%			-874	66,949	26 Feb 2026	Direct
Transient C. Taylor	UPBD	COMMON STOCK	Tax liability	-1.08%			-481	43,982	26 Feb 2026	Direct
Bryan J. Pechersky	UPBD	COMMON STOCK	Tax liability	-1.03%			-459	43,924	26 Feb 2026	Direct
Fahmi Karam	UPBD	COMMON STOCK	Tax liability	-3.68%			-9,782	255,716	24 Feb 2026	Direct
Montrone Ralph T.	UPBD	COMMON STOCK	Tax liability	-3.11%			-2,176	67,823	24 Feb 2026	Direct
Anthony J. Blasquez	UPBD	COMMON STOCK	Tax liability	-2.17%			-1,203	54,202	24 Feb 2026	Direct
Transient C. Taylor	UPBD	COMMON STOCK	Tax liability	-2.72%			-1,245	44,463	24 Feb 2026	Direct
Bryan J. Pechersky	UPBD	COMMON STOCK	Tax liability	-2.66%			-1,211	44,383	24 Feb 2026	Direct
Fahmi Karam	UPBD	COMMON STOCK	Award	48.7%			86,918	265,498	23 Feb 2026	Direct
Rebecca Wooters	UPBD	COMMON STOCK	Award				17,910	17,910	23 Feb 2026	Direct
Montrone Ralph T.	UPBD	COMMON STOCK	Award	27.4%			15,044	69,999	23 Feb 2026	Direct
Anthony J. Blasquez	UPBD	COMMON STOCK	Award	36.9%			14,925	55,405	23 Feb 2026	Direct
Halim Khouri	UPBD	COMMON STOCK	Award	24.1%			20,149	103,854	23 Feb 2026	Direct
Transient C. Taylor	UPBD	COMMON STOCK	Award	86%			21,130	45,708	23 Feb 2026	Direct
Bryan J. Pechersky	UPBD	COMMON STOCK	Award	86.4%			21,130	45,594	23 Feb 2026	Direct
Anthony J. Blasquez	UPBD	COMMON STOCK	Tax liability	-6.89%			-2,997	40,480	10 Feb 2026	Direct
Anthony J. Blasquez	UPBD	COMMON STOCK	Award	33.7%			10,966	43,477	10 Feb 2026	Direct
Fahmi Karam	UPBD	COMMON STOCK	Tax liability	-8.82%			-17,268	178,580	10 Feb 2026	Direct
Fahmi Karam	UPBD	COMMON STOCK	Award	28.6%			43,516	195,848	10 Feb 2026	Direct
Transient C. Taylor	UPBD	COMMON STOCK	Tax liability	-10.7%			-2,936	24,578	10 Feb 2026	Direct
Transient C. Taylor	UPBD	COMMON STOCK	Award	31.6%			6,615	27,514	10 Feb 2026	Direct
Bryan J. Pechersky	UPBD	COMMON STOCK	Tax liability	-10.3%			-2,798	24,464	10 Feb 2026	Direct
Bryan J. Pechersky	UPBD	COMMON STOCK	Award	29.8%			6,266	27,262	10 Feb 2026	Direct
Montrone Ralph T.	UPBD	COMMON STOCK	Tax liability	-8.54%			-5,134	54,955	10 Feb 2026	Direct
Montrone Ralph T.	UPBD	COMMON STOCK	Award	22.3%			10,966	60,089	10 Feb 2026	Direct
Glenn P. Marino	UPBD	Director Deferred Stock Unit	Award	1.82%			1,090	61,123	06 Jan 2026	Direct
Carol A. McFate	UPBD	Director Deferred Stock Unit	Award	0.46%			218	47,759	06 Jan 2026	Direct
Charu Jain	UPBD	Director Deferred Stock Unit	Award	1.52%			342	22,828	06 Jan 2026	Direct
Jeffrey J. Brown	UPBD	COMMON STOCK	Purchase	2.21%	$35,484	$17.68	2,007	92,972	06 Jan 2026	by Brown Equity Partners, LLC
Jeffrey J. Brown	UPBD	COMMON STOCK	Purchase	2.21%	$8,752	$17.68	495	22,938	06 Jan 2026	by the Jeffrey J Brown Living Trust
Jeffrey J. Brown	UPBD	Director Deferred Stock Unit	Award	1.46%			2,271	157,511	06 Jan 2026	Direct
Molly Langenstein	UPBD	Director Deferred Stock Unit	Award	1.77%			506	29,133	06 Jan 2026	Direct
Jeffrey J. Brown	UPBD	Director Deferred Stock Unit	Award	9.77%			13,818	155,240	02 Jan 2026	Direct
Harold G. Lewis	UPBD	Director Deferred Stock Unit	Award	30%			8,257	35,818	02 Jan 2026	Direct
Glenn P. Marino	UPBD	Director Deferred Stock Unit	Award	20.2%			10,108	60,033	02 Jan 2026	Direct
Carol A. McFate	UPBD	Director Deferred Stock Unit	Award	21%			8,257	47,541	02 Jan 2026	Direct

^* marks a reported price that did not pass the local price check.