Position in UPBD
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$975,764
+$30,914 QoQ
Shares Held
54,059
+0.5% QoQ
Ownership
0.093%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in UPBD Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Mar 31, 2026CANADA LIFE ASSURANCE Co holds $1,306,158,684 across 56 Software - Application names. UPBD ranks #49 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRM |
Salesforce, Inc.
|
795,984 | $148,586,333 | |
| 2 | UBER |
Uber Technologies, Inc
|
2,034,545 | $146,344,821 | |
| 3 | ADBE |
Adobe Inc.
|
505,866 | $122,965,906 | |
| 4 | INTU |
Intuit Inc.
|
260,765 | $112,749,570 | |
| 5 | NOW |
ServiceNow, Inc.
|
958,947 | $100,257,908 | |
| 6 | SHOP |
Shopify Inc.
|
727,665 | $86,315,622 | |
| 7 | CDNS |
Cadence Design Systems Inc
|
278,874 | $77,490,718 | |
| 8 | ADSK |
Autodesk, Inc.
|
201,831 | $48,318,341 |
All Filings in UPBD
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $975,764 | 54,059 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $944,850 | 53,807 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,215,409 | 51,435 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $1,291,244 | 51,444 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $1,167,019 | 48,707 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,394,413 | 47,803 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $1,981,876 | 61,953 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $1,887,558 | 61,484 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $1,902,537 | 54,034 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $1,760,800 | 51,834 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $1,652,557 | 56,114 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,841,028 | 59,140 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $1,527,953 | 62,340 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $1,444,643 | 64,064 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $1,219,343 | 69,637 | Shares | Sole | 2022-11-01 | |
| 2022-03-31 | $1,380,034 | 54,785 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $2,535,935 | 52,788 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $2,938,209 | 52,272 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $2,757,941 | 51,968 | Shares | Defined | 2021-08-11 | |
| 2021-03-31 | $2,483,935 | 43,079 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $1,860,128 | 48,580 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $1,637,822 | 54,795 | Shares | Defined | 2020-11-18 | |
| 2020-06-30 | $1,712,209 | 61,546 | Shares | Defined | 2020-08-17 | |
| 2020-03-31 | $921,715 | 65,185 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||