Dimensional's passive 5%+ disclosure is routine for a large quant manager. No activist intent is signaled. Monitor for any future conversion to a 13D if the fund's strategy changes, but this is unlikely given Dimensional's passive mandate.
Price Chart
Executive Summary
Dimensional Fund Advisors LP filed a new Schedule 13G disclosing a 5.4% passive stake in Upbound Group, Inc. as of September 30, 2026. This is a routine passive investment disclosure by a large quantitative asset manager, indicating no intent to influence management.
Key Financial Metrics
Key Facts
- Dimensional Fund Advisors LP disclosed beneficial ownership of 3,119,714 shares of Upbound Group common stock.
- The stake represents 5.4% of shares outstanding.
- This is a new Schedule 13G filing (not an amendment), indicating a newly crossed 5% threshold.
- Dimensional is a registered investment adviser and the shares are held on behalf of various funds and accounts; Dimensional disclaims beneficial ownership.
- The filing certifies the shares were acquired in the ordinary course of business and not to influence control.
Financial Impact
5.4% passive stake — no direct financial impact on the company.
Risk Factors
- No material risks identified from this passive filing.
Investment Themes
Documents Analyzed
This report is based on 3 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| SC 13G Filing (Primary) | 0000354204-26-001087 |
| Document: 0000354204-26-001087-index.html | 0000354204-26-001087 |
| Document: 0000354204-26-001087.txt | 0000354204-26-001087 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 8, 2026 18d ago | SC 13G | $15.69 | awaiting T+20 | — | $16.99 (+8.29%) |
Sep 22, 2026 4w ago | 8-K | $16.78 $16.32 | ▼ −2.74% | ▼ −2.18% | $16.99 (+1.25%) |
Jul 31, 2026 12w ago | ANALYST-DOWNGRADE | $19.39 $19.22 | ▼ −0.88% | ▼ −3.86% | $16.99 (−12.38%) |
Jul 30, 2026 12w ago | 8-K | $20.12 $19.29 | ▼ −4.13% | ▼ −8.09% | $16.99 (−15.56%) |
Jun 3, 2026 20w ago | 8-K | $17.89 $19.89 | ▲ +11.18% | ▲ +12.18% | $16.99 (−5.03%) |
May 19, 2026 22w ago | DEFA14A | $17.07 $17.46 | ▲ +2.28% | ▲ +1.30% | $16.99 (−0.47%) |
May 19, 2026 22w ago | 8-K | $17.07 $17.46 | ▲ +2.28% | ▲ +1.30% | $16.99 (−0.47%) |
Apr 30, 2026 25w ago | 8-K | $19.76 $19.21 | ▼ −2.78% | ▼ −8.01% | $16.99 (−14.02%) |
Apr 21, 2026 26w ago | DEFA14A | $19.78 $17.23 | ▼ −12.89% | ▼ −17.81% | $16.99 (−14.11%) |
US Market Status
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