Upbound Group, Inc.
MX ˙ BMV ˙ US76009N1000
SecurityMX:UPBD / Upbound Group, Inc.
InstitutionLsv Asset Management
Latest Disclosed Ownership2,313,279 shares
Latest Disclosed Value $ 41,755
Lsv Asset Management reports 8.03% decrease in ownership of UPBD / Upbound Group, Inc.

On May 11, 2026 - Lsv Asset Management filed a 13F-HR form disclosing ownership of 2,313,279 shares of Upbound Group, Inc. (MX:UPBD) valued at $41,755 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 2,515,279 shares of Upbound Group, Inc.. This represents a change in shares of -8.03% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-11 2026-03-31 13F Upbound Group COM 76009N100 2,313,279 -202,000 -8.03 42 -6.82 0.0900
2026-02-06 2025-12-31 13F Upbound Group COM 76009N100 2,515,279 -17,672 -0.70 44 -25.42 0.0963
2025-11-06 2025-09-30 13F Upbound Group COM 76009N100 2,532,951 491,536 24.08 60 15.69 0.1322
2025-08-11 2025-06-30 13F Upbound Group COM 76009N100 2,041,415 352,264 20.85 51 27.50 0.1199
2025-05-09 2025-03-31 13F Upbound Group COM 76009N100 1,689,151 114,328 7.26 40 -11.11 0.0971
2025-02-13 2024-12-31 13F Upbound Group COM 76009N100 1,574,823 -107,130 -6.37 46 -15.09 0.1060
2024-11-12 2024-09-30 13F Upbound Group COM 76009N100 1,681,953 -11,600 -0.68 54 3.92 0.1153
2024-08-06 2024-06-30 13F Upbound Group COM 76009N100 1,693,553 -142 -0.01 52 -13.56 0.1139
2024-05-06 2024-03-31 13F Upbound Group COM 76009N100 1,693,695 509,343 43.01 60 47.50 0.1234
2024-02-06 2023-12-31 13F Upbound Group COM 76009N100 1,184,352 101,620 9.39 40 29.03 0.0878
2023-11-03 2023-09-30 13F Upbound Group COM 76009N100 1,082,732 55,980 5.45 32 0.00 0.0742
2023-08-02 2023-06-30 13F Upbound Group COM 76009N100 1,026,752 99,552 10.74 32 40.91 0.0705
2023-05-02 2023-03-31 13F Upbound Group COM 76009N100 927,200 -13,930 -1.48 23 4.76 0.0510
2023-02-08 2022-12-31 13F Rent-A-Center COM 76009N100 941,130 71,270 8.19 21 -99.86 0.0468
2022-11-07 2022-09-30 13F/A-1 Rent-A-Center COM 76009N100 869,860 51,800 6.33 15,231 -4.27 0.0358
2022-11-04 2022-09-30 13F Rent-A-Center COM 76009N100 818,060 0 15,911 0.0344
2022-08-10 2022-06-30 13F Rent-A-Center COM 76009N100 818,060 8,200 1.01 15,911 -22.00 0.0344
2022-05-12 2022-03-31 13F Rent-A-Center COM 76009N100 809,860 87,600 12.13 20,400 -41.21 0.0374
2022-01-28 2021-12-31 13F Rent-A-Center COM 76009N100 722,260 -54,620 -7.03 34,697 -20.54 0.0615
2021-11-04 2021-09-30 13F Rent-A-Center COM 76009N100 776,880 -159,931 -17.07 43,668 -12.17 0.0789
2021-08-04 2021-06-30 13F Rent-A-Center COM 76009N100 936,811 -95,040 -9.21 49,716 -16.44 0.0845
2021-04-30 2021-03-31 13F Rent-A-Center COM 76009N100 1,031,851 -270,740 -20.78 59,496 19.29 0.1016
2021-02-08 2020-12-31 13F Rent-A-Center COM 76009N100 1,302,591 -158,516 -10.85 49,876 14.21 0.0906
2020-10-23 2020-09-30 13F Rent-A-Center COM 76009N100 1,461,107 668,852 84.42 43,672 98.15 0.0893
2020-08-05 2020-06-30 13F Rent-A-Center COM 76009N100 792,255 594,855 301.34 22,040 689.68 0.0457
2020-05-07 2020-03-31 13F Rent-A-Center COM 76009N100 197,400 100,000 102.67 2,791 -0.64 0.0067
2020-02-10 2019-12-31 13F Rent-A-Center COM 76009N100 97,400 97,400 2,809 0.0044
2018-05-04 2018-03-31 13F Rent-A-Center COM 76009N100 0 -113,500 -100.00 0 -100.00
2018-01-31 2017-12-31 13F Rent-A-Center COM 76009N100 113,500 -430,112 -79.12 1,259 -79.82 0.0020
2017-11-13 2017-09-30 13F Rent-A-Center COM 76009N100 543,612 -656,435 -54.70 6,240 -55.63 0.0103
2017-08-09 2017-06-30 13F Rent-A-Center COM 76009N100 1,200,047 -171,630 -12.51 14,064 15.60 0.0250
2017-05-01 2017-03-31 13F Rent-A-Center COM 76009N100 1,371,677 -43,231 -3.06 12,166 -23.57 0.0222
2017-02-07 2016-12-31 13F Rent-A-Center COM 76009N100 1,414,908 0 0.00 15,917 -11.00 0.0293
2016-11-07 2016-09-30 13F Rent-A-Center COM 76009N100 1,414,908 0 0.00 17,884 2.93 0.0351
2016-08-05 2016-06-30 13F Rent-A-Center COM 76009N100 1,414,908 24,400 1.75 17,375 -21.16 0.0355
2016-05-10 2016-03-31 13F Rent-A-Center COM 76009N100 1,390,508 -1,500 -0.11 22,039 5.76 0.0462
2016-02-03 2015-12-31 13F Rent-A-Center COM 76009N100 1,392,008 1,373 0.10 20,838 -38.21 0.0452
2015-11-05 2015-09-30 13F Rent-A-Center COM 76009N100 1,390,635 37,200 2.75 33,722 -12.11 0.0756
2015-08-07 2015-06-30 13F Rent-A-Center COM 76009N100 1,353,435 43,100 3.29 38,369 6.71 0.0796
2015-05-06 2015-03-31 13F Rent-A-Center COM 76009N100 1,310,335 1,310,335 0.00 35,955 0.0746
2015-02-04 2014-12-31 13F Rent-A-Center COM 76009N100 0 -1,506,958 -100.00 0 -100.00
2014-11-12 2014-09-30 13F Rent-A-Center COM 76009N100 1,506,958 -31,500 -2.05 45,736 3.66 0.1002
2014-08-06 2014-06-30 13F Rent-A-Center COM 76009N100 1,538,458 148,400 10.68 44,122 19.33 0.0978
2014-04-29 2014-03-31 13F Rent-A-Center COM 76009N100 1,390,058 54,487 4.08 36,975 -16.96 0.0862
2014-02-05 2013-12-31 13F Rent-A-Center COM 76009N100 1,335,571 187,213 16.30 44,527 1.77 0.1046
2013-11-08 2013-09-30 13F Rent-A-Center COM 76009N100 1,148,358 237,935 26.13 43,752 27.98 0.1121
2013-08-12 2013-06-30 13F Rent-A-Center COM 76009N100 910,423 910,423 34,186 0.0913
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.