Upbound (UPBD)

Acima Credit Solutions HoldCo, LLC • Acima Credit Solutions, LLC • Acima Digital, LLC • Acima Holdings, LLC • Acima Leasing Canada, Ltd. • Braveheart Acquisition, LLC • Fortuna Merger Sub, Inc. • Get It Now, LLC • Legacy Insurance Co., Ltd. • RAC Acceptance East, LLC ...

IRS number

450491516

UPBD stock data

1M 3M 6M 1Y

Latest filings (excl ownership)

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8-K

Changes in Registrant's Certifying Accountant

25 Feb 25

Automatic shelf registration

20 Feb 25

8-K

Upbound Group, Inc. Reports Fourth Quarter and Full Year 2024 Results

20 Feb 25

8-K

Upbound Group Closes Acquisition of Brigit, a Leading Financial Health Technology Firm

5 Feb 25

8-K

Upbound Group Enters Definitive Agreement to Acquire Brigit, a Leading Financial Health Technology Firm, for up to $460 Million

31 Oct 24

Upbound Group, Inc. Reports Third Quarter 2024 Results

31 Oct 24

8-K

Upbound Group, Inc. Announces New Independent Director Charu Jain

1 Aug 24

Transcripts

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UPBD

Earnings call transcript

2024 Q4

20 Feb 25

UPBD

Earnings call transcript

2024 Q3

31 Oct 24

UPBD

Earnings call transcript

2024 Q2

1 Aug 24

UPBD

Earnings call transcript

2024 Q1

2 May 24

UPBD

Earnings call transcript

2023 Q4

22 Feb 24

UPBD

Earnings call transcript

2023 Q3

2 Nov 23

UPBD

Earnings call transcript

2023 Q2

3 Aug 23

UPBD

Earnings call transcript

2023 Q2

3 Aug 23

UPBD

Earnings call transcript

2023 Q1

4 May 23

UPBD

Earnings call transcript

2023 Q1

4 May 23

Latest ownership filings

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Financial summary

Financial statements Chart UPBD financial data

Quarter (USD)	Dec 24	Sep 24	Jun 24	Mar 24
Revenue
Cost of revenue
Operating income
Operating margin
Net income
Net profit margin
Cash on hand
Change in cash
Diluted EPS

Annual (USD)	Dec 24	Dec 23	Dec 22	Dec 21
Revenue
Cost of revenue
Operating income
Operating margin
Net income
Net profit margin
Cash on hand
Change in cash
Diluted EPS

Cash burn rate (est.)	Burn method: Change in cash		Burn method: Operating income		Burn method: FCF (opex + capex)
	Last Q	Avg 4Q	Last Q	Avg 4Q	Last Q	Avg 4Q
Cash on hand (at last report)	60.86 mm	60.86 mm	60.86 mm	60.86 mm	60.86 mm	60.86 mm
Cash burn (monthly)	8.06 mm	2.74 mm	(no burn)	(no burn)	20.65 mm	(no burn)
Cash used (since last report)	16.78 mm	5.69 mm	n/a	n/a	42.96 mm	n/a
Cash remaining	44.08 mm	55.17 mm	n/a	n/a	17.90 mm	n/a
Runway (months of cash)	5.5	20.2	n/a	n/a	0.9	n/a

Beta Read what these cash burn values mean

Financial data from Upbound earnings reports.

Institutional ownership, Q4 2024

UPBD institutional ownership history Ownership history

80.9% owned by funds/institutions

13F holders	Current	Prev Q	Change
Total holders	239	245	-2.4%
Opened positions	38	33	+15.2%
Closed positions	44	38	+15.8%
Increased positions	90	102	-11.8%
Reduced positions	76	77	-1.3%

13F shares	Current	Prev Q	Change
Total value	1.27 tn	1.35 tn	-5.7%
Total shares	46.46 mm	45.08 mm	+3.1%
Total puts	10.60 k	36.70 k	-71.1%
Total calls	77.80 k	87.50 k	-11.1%
Total put/call ratio	0.1	0.4	-67.5%

Largest owners	Shares	Value	Change
BlackRock	9.04 mm	$263.74 bn	+4.2%
Vanguard	6.78 mm	$197.80 bn	+1.7%
FMR	4.24 mm	$123.65 bn	-1.9%
Dimensional Fund Advisors	2.33 mm	$67.91 bn	+4.1%
STT State Street	2.15 mm	$63.44 bn	+5.9%
LSV Asset Management	1.57 mm	$45.94 mm	-6.4%
Geode Capital Management	1.22 mm	$35.58 bn	+0.1%
Charles Schwab Investment Management	974.19 k	$28.42 bn	+6.6%
Huber Capital Management	856.15 k	$24.97 bn	+2.2%
Arrowstreet Capital, Limited Partnership	811.60 k	$23.67 bn	-4.1%

Largest transactions	Shares	Bought/sold	Change
BlackRock	9.04 mm	+360.37 k	+4.2%
Kennedy Capital Management	350.16 k	+350.16 k	NEW
BAC Bank of America	162.14 k	-314.11 k	-66.0%
Marshall Wace	350.95 k	+270.06 k	+333.9%
Philadelphia Financial Management of San Francisco	390.74 k	+264.60 k	+209.8%
GS The Goldman Sachs Group, Inc.	308.00 k	-253.95 k	-45.2%
Victory Capital Management	267.62 k	+169.20 k	+171.9%
Brandywine Global Investment Management	167.40 k	+167.40 k	NEW
Citadel Advisors	31.30 k	-167.39 k	-84.2%
Millennium Management	45.86 k	-153.93 k	-77.0%

Data from 13F filings, for the last complete 13F reporting period. For most recent data, click the ownership history button. Values as filed, not updated for current price. Long positions only.

Recent insider trades

UPBD insider ownership history Insider history

Date	Owner	Security	Transaction	Code	Indirect	10b5-1	$Price	#Shares	$Value	#Remaining
26 Feb 25	Ann L Davids	COMMON STOCK	Payment of exercise	Dispose F	No	No	27.33	268	7.32 k	84,239
26 Feb 25	Pechersky Bryan J	COMMON STOCK	Payment of exercise	Dispose F	No	No	27.33	436	11.92 k	20,996
26 Feb 25	Transient C Taylor	COMMON STOCK	Payment of exercise	Dispose F	No	No	27.33	481	13.15 k	23,473
26 Feb 25	Tyler Montrone	COMMON STOCK	Payment of exercise	Dispose F	No	No	27.33	576	15.74 k	55,123
26 Feb 25	Fahmi Karam	COMMON STOCK	Payment of exercise	Dispose F	No	No	27.33	1,211	33.10 k	153,172
25 Feb 25	Ann L Davids	COMMON STOCK	Payment of exercise	Dispose F	No	No	26.45	267	7.06 k	84,507
25 Feb 25	Pechersky Bryan J	COMMON STOCK	Payment of exercise	Dispose F	No	No	26.45	438	11.59 k	21,432
25 Feb 25	Transient C Taylor	COMMON STOCK	Payment of exercise	Dispose F	No	No	26.45	498	13.17 k	23,954
25 Feb 25	Tyler Montrone	COMMON STOCK	Payment of exercise	Dispose F	No	No	26.45	491	12.99 k	55,699
24 Feb 25	Ann L Davids	COMMON STOCK	Payment of exercise	Dispose F	No	No	26.56	313	8.31 k	84,774