SCHEDULE: IEQ Capital Discloses 7.9% Stake in Upbound Group
Beneficial Ownership Report
IEQ Capital, LLC has reported a beneficial ownership of 7.9% in Upbound Group, Inc. as of June 30, 2025.
Summary
- IEQ Capital, LLC, a Delaware limited liability company, filed a Schedule 13G indicating beneficial ownership in Upbound Group, Inc.
- As of June 30, 2025, IEQ Capital beneficially owned 4,540,625 shares of Upbound Group, Inc. Common Stock.
- This ownership represents approximately 7.9% of the outstanding Common Stock of Upbound Group, Inc.
- The percentage is based on 57,825,534 shares of Common Stock outstanding as of April 24, 2025, as reported in the Issuer's Form 10-Q filed on May 2, 2025.
- IEQ Capital holds sole voting power over 2,765 shares and sole dispositive power over 4,540,625 shares.
- IEQ Capital serves as an investment adviser for its clients' accounts, for which it may be deemed to beneficially own the reported shares.
- The securities were acquired and are held in the ordinary course of business and not for the purpose of changing or influencing control of the issuer.
Sentiment
Score: 5
Explanation: A Schedule 13G filing is a factual disclosure of ownership and does not inherently convey positive or negative sentiment regarding the issuer's performance or prospects. It is a neutral regulatory filing.
Positives
- NA
Negatives
- NA
Risks
- NA
Future Outlook
This filing is a disclosure of beneficial ownership and does not contain forward-looking statements or guidance regarding the issuer's future outlook.
Industry Context
This filing indicates a significant ownership stake by an investment adviser in Upbound Group, Inc., a company operating in the rental-purchase and financial services industry. Such disclosures are common for institutional investors accumulating positions in publicly traded companies.
Comparison to Industry Standards
- NA
Stakeholder Impact
- Shareholders: The disclosure of a significant 7.9% stake by IEQ Capital, LLC provides transparency regarding the ownership structure of Upbound Group, Inc. and may signal institutional interest in the company.
Key Dates
| Date | Description |
|---|---|
| 04/24/2025 | Date of shares outstanding calculation for Upbound Group, Inc. (57,825,534 shares). |
| 05/02/2025 | Date Upbound Group, Inc. filed its quarterly report on Form 10-Q, reporting shares outstanding. |
| 06/30/2025 | Date of event which requires the filing of this statement, reflecting IEQ Capital's beneficial ownership. |
| 08/14/2025 | Date the Schedule 13G statement was signed by IEQ Capital, LLC. |
Keywords
Upbound Group, IEQ Capital, Beneficial Ownership, Common Stock, Investment Adviser, SEC Filing, Schedule 13G, Shareholder, Ownership Stake
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