Position in UPBD
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$4,762,005
+$1,913,457 QoQ
Shares Held
263,823
+62.6% QoQ
Ownership
0.453%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2021
20 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, 2026Advisors Asset Management, Inc. holds $125,899,261 across 66 Software - Application names. UPBD ranks #8 (3.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SHOP |
Shopify Inc.
|
339,637 | $40,287,740 | |
| 2 | UBER |
Uber Technologies, Inc
|
227,271 | $16,347,603 | |
| 3 | NOW |
ServiceNow, Inc.
|
94,056 | $9,833,554 | |
| 4 | PAYX |
Paychex Inc
|
89,298 | $8,226,131 | |
| 5 | CRM |
Salesforce, Inc.
|
38,740 | $7,231,595 | |
| 6 | ADP |
Automatic Data Processing Inc
|
33,536 | $6,813,844 | |
| 7 | INTU |
Intuit Inc.
|
11,992 | $5,185,100 | |
| 8 | UPBD |
Upbound Group, Inc.
This page
|
263,823 | $4,762,005 |
All Filings in UPBD
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,762,005 | 263,823 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $2,848,548 | 162,218 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $1,391,428 | 58,884 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $116,087 | 4,625 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $93,731 | 3,912 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $40,838 | 1,400 | Shares | Sole | 2025-02-10 | |
| 2024-06-30 | $238,078 | 7,755 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $591,563 | 16,801 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $645,939 | 19,015 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $801,187 | 27,205 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,099,854 | 35,331 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $3,209,388 | 130,942 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $3,188,209 | 141,384 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $2,720,861 | 155,389 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $2,908,261 | 149,525 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $2,862,793 | 113,648 | Shares | Sole | 2022-05-17 | |
| 2021-12-31 | $1,975,404 | 41,120 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $1,616,262 | 28,754 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $852,622 | 16,066 | Shares | Sole | 2021-07-30 | |
| 2021-03-31 | $330,103 | 5,725 | Shares | Sole | 2021-05-07 | |
| No filing history on record for this holder in this stock. | ||||||