Position in UPBD
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$6,535,674
+$1,049,955 QoQ
Shares Held
307,996
+1.3% QoQ
Ownership
0.528%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#32
of 260 holders
Holding Since
Mar 2020
26 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, 2026PRINCIPAL FINANCIAL GROUP INC holds $5,099,714,410 across 75 Software - Application names. UPBD ranks #55 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TYL |
Tyler Technologies Inc
|
2,027,041 | $592,828,409 | |
| 2 | CDNS |
Cadence Design Systems Inc
|
1,334,480 | $500,857,033 | |
| 3 | FICO |
Fair Isaac Corp
|
415,795 | $496,783,548 | |
| 4 | NICE |
NICE Ltd.
|
4,434,216 | $402,848,523 | |
| 5 | ROP |
Roper Technologies Inc
|
1,148,365 | $388,595,231 | |
| 6 | UBER |
Uber Technologies, Inc
|
4,510,939 | $325,509,356 | |
| 7 | APPF |
Appfolio Inc
|
1,605,135 | $257,383,396 | |
| 8 | CRM |
Salesforce, Inc.
|
1,315,029 | $206,012,442 |
All Filings in UPBD
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,535,674 | 307,996 | Shares | Defined | 2026-08-04 | |
| 2026-03-31 | $5,485,719 | 303,918 | Shares | Defined | 2026-05-04 | |
| 2025-12-31 | $4,367,505 | 248,719 | Shares | Defined | 2026-02-02 | |
| 2025-09-30 | $5,948,001 | 251,714 | Shares | Defined | 2025-11-04 | |
| 2025-06-30 | $6,408,104 | 255,303 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $6,115,645 | 255,244 | Shares | Defined | 2025-04-28 | |
| 2024-12-31 | $6,942,664 | 238,007 | Shares | Defined | 2025-01-31 | |
| 2024-09-30 | $7,391,384 | 231,053 | Shares | Defined | 2024-10-31 | |
| 2024-06-30 | $7,378,897 | 240,355 | Shares | Defined | 2024-07-29 | |
| 2024-03-31 | $8,717,713 | 247,592 | Shares | Defined | 2024-04-29 | |
| 2023-12-31 | $7,910,389 | 232,864 | Shares | Defined | 2024-02-07 | |
| 2023-09-30 | $7,271,322 | 246,904 | Shares | Defined | 2023-11-02 | |
| 2023-06-30 | $8,948,971 | 287,471 | Shares | Defined | 2023-08-07 | |
| 2023-03-31 | $7,418,490 | 302,672 | Shares | Defined | 2023-05-09 | |
| 2022-12-31 | $6,964,229 | 308,835 | Shares | Defined | 2023-02-09 | |
| 2022-09-30 | $5,783,044 | 330,271 | Shares | Defined | 2022-11-09 | |
| 2022-06-30 | $6,561,360 | 337,345 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $11,221,590 | 445,478 | Shares | Defined | 2022-05-09 | |
| 2021-12-31 | $22,407,585 | 466,436 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $27,969,251 | 497,585 | Shares | Defined | 2021-11-09 | |
| 2021-06-30 | $26,174,282 | 493,203 | Shares | Defined | 2021-08-10 | |
| 2021-03-31 | $22,432,910 | 389,055 | Shares | Defined | 2021-05-10 | |
| 2020-12-31 | $14,782,543 | 386,068 | Shares | Defined | 2021-02-23 | |
| 2020-09-30 | $11,956,836 | 400,028 | Shares | Defined | 2020-11-06 | |
| 2020-06-30 | $10,952,037 | 393,675 | Shares | Defined | 2020-08-05 | |
| 2020-03-31 | $5,747,160 | 406,447 | Shares | Defined | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||