Vanguard Portfolio Management LLC filed an amended beneficial ownership statement with the SEC on October 30, 2026, disclosing a 7.99 percent stake in Upbound Group Inc as of September 30, 2026.

Key Highlights

  • Aggregate beneficial ownership: Vanguard Portfolio Management reported holding 4,662,483 shares of Upbound Group Inc common stock (CUSIP 76009N100).
  • Percent of class: The reported position equals 7.99 percent of the outstanding common stock class.
  • Sole voting power: Vanguard Portfolio Management holds sole voting power over 164,433 shares, with 0 shares subject to shared voting power.
  • Sole dispositive power: The filing attributes sole dispositive power over the full 4,662,483 shares to Vanguard Portfolio Management, with no shared dispositive power reported.
  • Affiliated entities included: According to the filing, the reported position also reflects securities beneficially owned by Vanguard Fiduciary Trust Company and Vanguard Global Advisers, LLC.
  • Event date: The triggering event date stated in the filing is September 30, 2026.

Vanguard Portfolio Management's Position in Upbound Group Common Stock

According to the amended filing, Vanguard Portfolio Management LLC, organized in Pennsylvania and headquartered at 100 Vanguard Blvd, Malvern, PA 19355, is classified as an investment adviser (type "IA") for purposes of this disclosure. The filing covers common stock of Upbound Group Inc, a company whose principal executive offices are located at 5501 Headquarters Drive, Plano, TX 75024. Upbound Group Inc trades on NASDAQ:UPBD.

The filing states that it is an Amendment No. 1 and was submitted pursuant to Rule 13d-1(b). Vanguard Portfolio Management reported an aggregate beneficial ownership of 4,662,483 shares as of September 30, 2026, representing 7.99 percent of the common stock class. Of that total, sole voting power extends to only 164,433 shares, while the remaining shares carry no voting power attributable to Vanguard Portfolio Management in this filing. Sole dispositive power, however, covers the entire 4,662,483-share position, according to the disclosure.

The filing further discloses, in accordance with SEC Release No. 34-39538 dated January 12, 1998, that the reported securities include holdings by Vanguard Fiduciary Trust Company and Vanguard Global Advisers, LLC, described as affiliates or business divisions of affiliates of Vanguard Portfolio Management LLC. The filing also notes that Vanguard funds and other managed accounts have the right to receive dividends from, or proceeds from the sale of, the reported securities, and that no single other person's interest in those securities exceeds 5 percent.

What Was Disclosed

Vanguard Portfolio Management LLC filed an amended beneficial ownership statement reporting 4,662,483 shares, or 7.99 percent, of Upbound Group Inc common stock as of September 30, 2026, with sole dispositive power over the full position and sole voting power over 164,433 shares.