Upbound Group (UPBD) investor Aaron Allred discloses 3.1% beneficial stake in 13G/A

Rhea-AI Filing Summary

Upbound Group, Inc. common stock is reported as beneficially owned by Aaron Allred through two limited liability companies. Alterra Holdings, LLC holds 524,750 shares with sole voting and dispositive power by Allred, and Arklow Holdings, LLC holds 1,296,892 shares over which he shares voting and dispositive power. In total, Allred reports beneficial ownership of 1,821,642 shares of Upbound Group common stock, representing 3.1% of the class based on 58,293,726 shares outstanding as of April 23, 2026, as reported by the issuer. The filing indicates that this represents ownership of 5 percent or less of the outstanding common stock and notes that Allred’s spouse and children may have rights to receive dividends or sale proceeds from these shares, though no such individual interest exceeds 5% of the class.

Key Figures

Beneficially owned shares: 1,821,642 shares Percent of class: 3.1% Shares outstanding: 58,293,726 shares +2 more

5 metrics

Beneficially owned shares 1,821,642 shares Total Upbound Group common stock beneficially owned by Aaron Allred

Percent of class 3.1% Portion of Upbound Group common stock class beneficially owned by Aaron Allred

Shares outstanding 58,293,726 shares Upbound Group common stock outstanding as of April 23, 2026

Sole voting power 524,750 shares Shares held via Alterra Holdings, LLC with sole voting and dispositive power

Shared voting power 1,296,892 shares Shares held via Arklow Holdings, LLC with shared voting and dispositive power

Key Terms

Schedule 13G/A, beneficial ownership, sole voting power, dispositive power, +1 more

5 terms

Schedule 13G/A regulatory

"The Reporting Person files this ownership on Schedule 13G/A as an amendment."

A Schedule 13G/A is an amended public filing with the U.S. securities regulator that updates a previous Schedule 13G, disclosing when an individual or group holds a substantial (typically over 5%) stake in a company and is claiming a passive, non‑controlling intent. Investors monitor these updates because rising or falling holdings can signal changing confidence, potential future moves, or shifts in voting power — like watching a public ledger where large shareholders quietly adjust their positions.

beneficial ownership financial

"Amount beneficially owned and the Reporting Person's aggregate percentage of beneficial ownership are disclosed."

Beneficial ownership means the person or entity that actually enjoys the benefits of owning shares or other assets — such as receiving dividends, voting rights, or price gains — even if the legal title is held in another name. For investors it matters because knowing who truly controls and profits from a company reveals who can influence decisions, exposes potential conflicts of interest or hidden concentration of power, and affects transparency and risk in the stock.

sole voting power financial

"Sole Voting Power 524,750.00 is reported for shares held through Alterra."

Sole voting power is the exclusive right to cast votes attached to a shareholder’s stock without needing approval from anyone else. Like holding the only remote control for a TV, it lets that holder decide corporate matters such as board members, mergers, and policy changes, making it important to investors because it concentrates control and can strongly influence a company’s strategy and the value of its shares.

dispositive power financial

"The Reporting Person has sole and shared dispositive power over the described shares."

Dispositive power is the authority to decide the final outcome of an asset, legal claim, contract, or corporate action — in effect the power to dispose of or resolve something. For investors it matters because whoever holds that authority can determine who gets paid, who controls an asset or vote, and how risks and returns are allocated; think of it like holding the key that lets you lock in the winner or loser in a deal.

percent of class financial

"The Reporting Person's aggregate percentage of beneficial ownership is 3.1 percent of the class."

Percent of class is the portion of a specific category of securities—such as a company’s common shares, preferred shares, or a bond series—that takes part in or approves a corporate action (vote, consent, tender, etc.). Investors watch this number because it reveals how much support or opposition exists within that particular shareholder group; like counting how many members of a club back a proposal, it can determine whether a plan passes or how influence is distributed.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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Available on EDGAR 07/22/2026 - 08:32 PM Accepted by SEC EDGAR 07/22/2026 - 08:32 PM Learn about SEC filing dates

FAQ

What percentage of Upbound Group, Inc. (UPBD) does Aaron Allred report owning?

Aaron Allred reports beneficial ownership of 3.1% of Upbound Group, Inc. common stock. This percentage is based on 58,293,726 shares outstanding as of April 23, 2026, as reported in the company’s Form 10-Q.

How many Upbound Group, Inc. (UPBD) shares does Aaron Allred beneficially own?

Aaron Allred reports beneficial ownership of 1,821,642 shares of Upbound Group, Inc. common stock. These shares are held through Alterra Holdings, LLC and Arklow Holdings, LLC, over which he has sole or shared voting and dispositive power.

How are Aaron Allred’s Upbound Group, Inc. (UPBD) shares held?

Allred’s interest is held through two entities: Alterra Holdings, LLC with 524,750 shares under his sole voting and dispositive power, and Arklow Holdings, LLC with 1,296,892 shares where he shares voting and dispositive power as a general member and manager.

Does Aaron Allred still own more than 5% of Upbound Group, Inc. (UPBD)?

No. The Schedule 13G/A states that Aaron Allred’s beneficial ownership represents 5 percent or less of Upbound Group, Inc.’s common stock. His reported ownership percentage is 3.1% of the outstanding shares.

Whose interests may be affected by Aaron Allred’s Upbound Group, Inc. (UPBD) holdings?

The disclosure notes that Allred’s spouse and children may have rights to receive dividends or sale proceeds from the shares. However, no such individual interest relates to more than 5% of the outstanding common stock.

What share count did Upbound Group, Inc. (UPBD) report outstanding for this ownership calculation?

The ownership percentage is calculated using 58,293,726 shares of Upbound Group, Inc. common stock outstanding as of April 23, 2026, as reported in the company’s Form 10-Q filed May 1, 2026.

SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

SCHEDULE 13G

UNDER THE SECURITIES EXCHANGE ACT OF 1934

(Amendment No. 5)

UPBOUND GROUP, INC.

(Name of Issuer)

Common Stock

(Title of Class of Securities)

76009N100

(CUSIP Number)

06/30/2026

(Date of Event Which Requires Filing of this Statement)

Check the appropriate box to designate the rule pursuant to which this Schedule is filed:

Rule 13d-1(b)

Rule 13d-1(c)

Rule 13d-1(d)

schemaVersion:

SCHEDULE 13G

CUSIP Number(s): 76009N100

1

Names of Reporting Persons

Allred Aaron R

2

Check the appropriate box if a member of a Group (see instructions)

(a)
(b)

3

Sec Use Only

4

Citizenship or Place of Organization

UNITED STATES

Number of Shares Beneficially Owned by Each Reporting Person With:

5	Sole Voting Power 524,750.00
6	Shared Voting Power 1,296,892.00
7	Sole Dispositive Power 524,750.00
8	Shared Dispositive Power 1,296,892.00

9

Aggregate Amount Beneficially Owned by Each Reporting Person

1,821,642.00

10

Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)

11

Percent of class represented by amount in row (9)

3.1 %

12

Type of Reporting Person (See Instructions)

IN

SCHEDULE 13G

Item 1.
(a)	Name of issuer: UPBOUND GROUP, INC.
(b)	Address of issuer's principal executive offices: 5501 Headquarters Drive, Plano, Texas, 75024
Item 2.
(a)	Name of person filing: Aaron Allred
(b)	Address or principal business office or, if none, residence: 6112 S Old Orchard Lane, Holladay, UT 84121
(c)	Citizenship: United States
(d)	Title of class of securities: Common Stock
(e)	CUSIP No.: 76009N100
Item 3.	If this statement is filed pursuant to §§ 240.13d-1(b) or 240.13d-2(b) or (c), check whether the person filing is a:
(a)	Broker or dealer registered under section 15 of the Act (15 U.S.C. 78o);
(b)	Bank as defined in section 3(a)(6) of the Act (15 U.S.C. 78c);
(c)	Insurance company as defined in section 3(a)(19) of the Act (15 U.S.C. 78c);
(d)	Investment company registered under section 8 of the Investment Company Act of 1940 (15 U.S.C. 80a-8);
(e)	An investment adviser in accordance with § 240.13d-1(b)(1)(ii)(E);
(f)	An employee benefit plan or endowment fund in accordance with § 240.13d-1(b)(1)(ii)(F);
(g)	A parent holding company or control person in accordance with § 240.13d-1(b)(1)(ii)(G);
(h)	A savings associations as defined in Section 3(b) of the Federal Deposit Insurance Act (12 U.S.C. 1813);
(i)	A church plan that is excluded from the definition of an investment company under section 3(c)(14) of the Investment Company Act of 1940 (15 U.S.C. 80a-3);
(j)	A non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J). If filing as a non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J), please specify the type of institution:
(k)	Group, in accordance with Rule 240.13d-1(b)(1)(ii)(K).
Item 4.	Ownership
(a)	Amount beneficially owned: Information in Row 9 of the cover page hereto is incorporated into this Item 4(a) by reference. Alterra Holdings, LLC ("Alterra"), a Utah limited liability company, is the record owner of 524,750 shares of common stock, par value $0.01, of Upbound Group, Inc. ("Common Stock"). The Reporting Person is the sole manager of Alterra and therefore has sole voting and dispositive power over such shares. Arklow Holdings, LLC ("Arklow"), a Utah limited liability company, is the record owner of 1,296,892 shares of Common Stock. As a general member and manager of Arklow, the Reporting Person shares voting and dispositive power over such shares.
(b)	Percent of class: 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.
(c)	Number of shares as to which the person has:
	(i) Sole power to vote or to direct the vote: 524,750
	(ii) Shared power to vote or to direct the vote: 1,296,892
	(iii) Sole power to dispose or to direct the disposition of: 524,750
	(iv) Shared power to dispose or to direct the disposition of: 1,296,892
Item 5.	Ownership of 5 Percent or Less of a Class.
	Ownership of 5 percent or less of a class
Item 6.	Ownership of more than 5 Percent on Behalf of Another Person.
	If any other person is known to have the right to receive or the power to direct the receipt of dividends from, or the proceeds from the sale of, such securities, a statement to that effect should be included in response to this item and, if such interest relates to more than 5 percent of the class, such person should be identified. A listing of the shareholders of an investment company registered under the Investment Company Act of 1940 or the beneficiaries of employee benefit plan, pension fund or endowment fund is not required. The Reporting Person's spouse and children may have the right to receive or the power to direct the receipt of the dividends from, and any proceeds from the sale of, the shares. No such individual interest relates to more than 5% of the outstanding Common Stock.
Item 7.	Identification and Classification of the Subsidiary Which Acquired the Security Being Reported on by the Parent Holding Company or Control Person.
	Not Applicable
Item 8.	Identification and Classification of Members of the Group.
	Not Applicable
Item 9.	Notice of Dissolution of Group.
	Not Applicable

Item 10.

Certifications:

By signing below I certify that, to the best of my knowledge and belief, the securities referred to above were not acquired and are not held for the purpose of or with the effect of changing or influencing the control of the issuer of the securities and were not acquired and are not held in connection with or as a participant in any transaction having that purpose or effect, other than activities solely in connection with a nomination under § 240.14a-11.

SIGNATURE

After reasonable inquiry and to the best of my knowledge and belief, I certify that the information set forth in this statement is true, complete and correct.

Allred Aaron R

Signature:	/s/ Aaron Allred
Name/Title:	Allred Aaron R
Date:	07/22/2026