Position in UPBD
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$20,269,030
+$864,405 QoQ
Shares Held
1,122,938
+1.6% QoQ
Ownership
1.93%
of shares outstanding
% of Portfolio
0.79%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2022
15 quarters on record
Voting authority
Sole 94.00884109363116.ToString("F0")%
Shared 0.ToString("F0")%
None 5.991158906368829.ToString("F0")%
Common Shares in UPBD Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Mar 31, 2026Bragg Financial Advisors, Inc holds $126,021,491 across 9 Software - Application names. UPBD ranks #4 (16.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IDCC |
InterDigital, Inc.
|
110,139 | $33,261,978 | |
| 2 | CSGS |
Csg Systems International Inc
|
339,228 | $27,117,886 | |
| 3 | PLUS |
Eplus Inc
|
308,655 | $23,226,288 | |
| 4 | UPBD |
Upbound Group, Inc.
This page
|
1,122,938 | $20,269,030 | |
| 5 | CRM |
Salesforce, Inc.
|
51,655 | $9,642,438 | |
| 6 | ADBE |
Adobe Inc.
|
32,387 | $7,872,631 | |
| 7 | NOW |
ServiceNow, Inc.
|
33,356 | $3,487,369 | |
| 8 | ADP |
Automatic Data Processing Inc
|
4,436 | $901,306 |
All Filings in UPBD
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||