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Equibles

FIRST TRUST ADVISORS LP

Position in UPBD — Upbound Group, Inc.

CIK 1125816 Wheaton, IL
Back to UPBD Full portfolio

Position in UPBD

as of Jun 30, 2026 · filed Aug 11, 2026
Position Value
$4,695,243
+$1,147,949 QoQ
Shares Held
221,265
+12.6% QoQ
Ownership
0.380%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#43
of 260 holders
Holding Since
Mar 2020
24 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in UPBD Over Time

Shares Held

Position Value (USD)

Position in Software - Application

Technology · as of Jun 30, 2026

FIRST TRUST ADVISORS LP holds $7,224,454,667 across 80 Software - Application names. UPBD ranks #58 (0.1% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 DDOG
Datadog, Inc.
 2,780,074 $723,820,066
2 CRM
Salesforce, Inc.
 4,484,194 $702,493,832
3 ADP
Automatic Data Processing Inc
 3,002,029 $672,304,394
4 FROG
JFrog Ltd
 3,732,370 $339,197,785
5 DT
Dynatrace, Inc.
 7,695,192 $337,895,880
6 PAYX
Paychex Inc
 3,366,093 $330,987,924
7 ROP
Roper Technologies Inc
 939,140 $317,795,584
8 INTU
Intuit Inc.
 835,742 $218,128,662

All Filings in UPBD

Export CSV
24 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $4,695,243 221,265
2026-03-31 $3,547,294 196,526
2025-12-31 $2,193,735 124,928
2025-09-30 $2,457,756 104,010
2025-06-30 $2,700,232 107,579
2025-03-31 $1,895,307 79,103
2024-12-31 $2,063,660 70,746
2024-03-31 $722,650 20,524
2023-12-31 $682,117 20,080
2023-09-30 $1,846,780 62,709
2023-06-30 $732,613 23,534
2023-03-31 $1,488,663 60,737
2022-12-31 $2,495,292 110,656
2022-09-30 $2,621,001 149,686
2022-06-30 $2,918,394 150,046
2022-03-31 $1,497,041 59,430
2021-12-31 $8,292,664 172,620
2021-09-30 $5,542,418 98,602
2021-06-30 $6,659,382 125,483
2021-03-31 $6,931,193 120,208
2020-12-31 $3,681,889 96,158
2020-09-30 $2,676,231 89,536
2020-06-30 $749,248 26,932
2020-03-31 $1,153,484 81,576