Position in UPBD
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$25,235,142
+$4,966,112 QoQ
Shares Held
1,189,215
+5.9% QoQ
Ownership
2.04%
of shares outstanding
% of Portfolio
0.78%
of 13F equity value
Holder Rank
#11
of 259 holders
Holding Since
Sep 2022
16 quarters on record
Voting authority
Sole 95%
Shared 0%
None 5%
Common Shares in UPBD Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Bragg Financial Advisors, Inc holds $102,726,415 across 8 Software - Application names. UPBD ranks #3 (24.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IDCC |
InterDigital, Inc.
|
108,328 | $30,670,906 | |
| 2 | PLUS |
Eplus Inc
|
311,913 | $25,960,518 | |
| 3 | UPBD |
Upbound Group, Inc.
This page
|
1,189,215 | $25,235,142 | |
| 4 | CRM |
Salesforce, Inc.
|
50,563 | $7,921,199 | |
| 5 | ADBE |
Adobe Inc.
|
32,275 | $6,617,020 | |
| 6 | NOW |
ServiceNow, Inc.
|
35,000 | $3,474,800 | |
| 7 | UBER |
Uber Technologies, Inc
|
26,091 | $1,882,726 | |
| 8 | ADP |
Automatic Data Processing Inc
|
4,305 | $964,104 |
All Filings in UPBD
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $25,235,142 | 1,189,215 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $20,269,030 | 1,122,938 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $19,404,625 | 1,105,047 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $23,296,557 | 985,889 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $22,330,039 | 889,643 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $17,352,574 | 724,231 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $11,848,008 | 406,171 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $11,389,655 | 356,038 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $10,844,406 | 353,238 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $8,898,024 | 252,713 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $8,241,563 | 242,613 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $6,246,345 | 212,100 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $4,964,301 | 159,470 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $3,828,339 | 156,195 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $3,473,759 | 154,047 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $2,626,500 | 150,000 | Shares | Sole | 2022-11-14 | |
| No filing history on record for this holder in this stock. | ||||||