Vanguard reports 4,057,098 shares (6.98%) in UPBD
Upbound Group Inc ownership filing: Vanguard Portfolio Management reports beneficial ownership of 4,057,098 shares of Common Stock, representing 6.98% of the class.
Sentiment and the balance of points
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Rhea-AI Filing Summary
Upbound Group Inc ownership filing: Vanguard Portfolio Management reports beneficial ownership of 4,057,098 shares of Common Stock, representing 6.98% of the class. The filing states Vanguard has sole dispositive power over 4,057,098 shares and sole voting power for 117,956 shares.
The disclosure is on behalf of Vanguard Portfolio Management and affiliated business divisions and is signed on 04/29/2026. The report lists Vanguard's Malvern, PA business office and the issuer address in Plano, TX.
Insights
Vanguard reports a passive >5% stake with dispositive control over 4,057,098 shares.
Vanguard Portfolio Management's Schedule 13G shows 4,057,098 shares (6.98%) beneficially owned as of the filing, with sole dispositive power and limited voting power. The statement attributes ownership across Vanguard funds and managed accounts.
Because this is a Schedule 13G disclosure, it indicates an investor reporting under a passive/qualified investor category rather than an activist intent; subsequent filings could change the ownership classification if voting or control intentions shift.
Key Figures
Key Terms
Schedule 13G regulatory
beneficially owned financial
sole dispositive power financial
FAQ
AI-generated questions and answers. How Rhea-AI works. Not financial advice.
What stake does Vanguard report in Upbound Group Inc (UPBD)?
When was the Schedule 13G filed or signed for UPBD?
Is Vanguard reporting this stake as passive or active in UPBD?
AI-generated analysis. How Rhea-AI works. Not financial advice.