Position in UPBD
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$48,387,520
+$6,632,835 QoQ
Shares Held
2,280,279
-1.4% QoQ
Ownership
3.91%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#8
of 256 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 56%
Shared 0%
None 44%
Common Shares in UPBD Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026LSV ASSET MANAGEMENT holds $1,408,549,569 across 31 Software - Application names. UPBD ranks #7 (3.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRM |
Salesforce, Inc.
|
2,336,664 | $366,061,782 | |
| 2 | ADBE |
Adobe Inc.
|
1,769,487 | $362,780,224 | |
| 3 | RNG |
RingCentral, Inc.
|
3,977,000 | $155,023,460 | |
| 4 | LYFT |
Lyft, Inc.
|
7,712,648 | $112,681,787 | |
| 5 | ZM |
Zoom Communications, Inc.
|
1,132,643 | $97,758,417 | |
| 6 | DBD |
DIEBOLD NIXDORF, Inc
|
1,121,411 | $95,342,363 | |
| 7 | UPBD |
Upbound Group, Inc.
This page
|
2,280,279 | $48,387,520 | |
| 8 | GTM |
ZoomInfo Technologies Inc.
|
12,827,919 | $37,585,802 |
All Filings in UPBD
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $48,387,520 | 2,280,279 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $41,754,685 | 2,313,279 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $44,168,299 | 2,515,279 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $59,853,632 | 2,532,951 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $51,239,516 | 2,041,415 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $40,472,057 | 1,689,151 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $45,937,586 | 1,574,823 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $53,805,676 | 1,681,953 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $51,992,077 | 1,693,553 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $59,635,000 | 1,693,695 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $40,232,437 | 1,184,352 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $31,886,457 | 1,082,732 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $31,962,789 | 1,026,752 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $22,725,672 | 927,200 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $21,222,481 | 941,130 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $15,231,248 | 869,860 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $15,911,267 | 818,060 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $20,400,373 | 809,860 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $34,697,370 | 722,260 | Shares | Sole | 2022-01-28 | |
| 2021-09-30 | $43,668,424 | 776,880 | Shares | Sole | 2021-11-04 | |
| 2021-06-30 | $49,716,559 | 936,811 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $59,496,528 | 1,031,851 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $49,876,209 | 1,302,591 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $43,672,488 | 1,461,107 | Shares | Sole | 2020-10-23 | |
| 2020-06-30 | $22,040,534 | 792,255 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $2,791,236 | 197,400 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||