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UPBD Upbound Group Inc.

Consumer Discretionary, filed as UPBOUND GROUP INC (COM), Equity As of 2026 Q2 among managers we track Quote on Google Finance, opens in a new tab

Bought by 1 manager in 2026 Q2

  • 1 Owner
  • Max 1.3%
  • $5.5M
  • 1 add

In 2026 Q2 Bill Miller added to Upbound Group.

Who owns this now

Largest portfolio weights among holders, up to 1.3% (Bill Miller, Miller Value Partners). Not free-float ownership.

  1. Bill Miller Add 1.3%

Who owns UPBD

Sorted by value, long equity only, as of 2026 Q2.

History
Bill Miller, Miller Value Partners 1.3%, was 0.56% Add +115.0% 258,000 $5.5M History

Weight bar: held both quarters added sold at this quarter’s reported price

Insider trades

Open-market buys and sales by UPBD's executives, directors and 10% owners in the last 12 months, from their Form 4s

All UPBD insider trades
  • $183K bought by 1 insider
  • $189K sold by 1 insider outside a trading plan
  • None no planned (10b5-1) sales
  1. Jeffrey J Brown Director
    Buy
    $47K 2,764 shares at $17.01 +2.9% to stake
    Traded Oct 27 Filed Oct 29
  2. Anthony J Blasquez Evp-rac
    Sale
    $189K 10,000 shares at $18.85 19% of stake
    Traded Aug 21 Filed Aug 26
  3. Jeffrey J Brown Director
    Buy
    $46K 2,295 shares at $20.09 +2.4% to stake
    Traded Jul 7 Filed Jul 9
  4. Jeffrey J Brown Director
    Buy
    $45K 2,329 shares at $19.41 +2.5% to stake
    Traded Apr 28 Filed Apr 30
  5. Jeffrey J Brown Director
    Buy
    $44K 2,502 shares at $17.68 +2.8% to stake
    Traded Jan 6 Filed Jan 8
  6. Jeffrey J Brown Director
    Buy
    $43K 1,951 shares at $22.27 +2.2% to stake
    Traded Oct 21, 2025 Filed Oct 23, 2025

Also filed in the last 12 months, not counted as buying or selling: 21 share withholdings for taxes and 17 stock grants.

SEC filings

Recent issuer filings from EDGAR, 12 shown.

Filed Form Detail Links
SCHEDULE 13G/A —
10-Q
8-K 2.02,7.01,9.01
SCHEDULE 13G —
8-K 5.02,7.01,9.01
SCHEDULE 13G/A —
10-Q
8-K 2.02,7.01,9.01
SCHEDULE 13G/A —
8-K 8.01
8-K 5.02,5.07,9.01
DEFA14A

Financials

US-GAAP annual figures by fiscal year, as tagged in Form 10-K. Each value links to its SEC filing.

Income statement

Metric FY2023 FY2024 FY2025
Revenue $3.99B $4.32B $4.7B
Gross profit $2.02B $2.08B $2.27B
Gross margin * 50.7% 48.1% 48.4%
Net income -$5.18M $123.48M $73.24M
Net margin * -0.1% 2.9% 1.6%

Balance sheet

Metric FY2023 FY2024 FY2025
Total assets $2.72B $2.65B $3.28B
Total equity $560.37M $628.98M $695.74M

Cash flow

Metric FY2023 FY2024 FY2025
Cash from operations $200.29M $104.72M $305.57M
Cash from investing -$50.96M -$41.5M -$403.73M
Cash from financing -$202.12M -$93.52M $156.47M
Net change in cash -$50.44M -$32.84M $59.67M

Ownership over time

13Fs that reported it each quarter. Click a bar for that quarter’s holders.