Position in UPBD
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$1,546,513
+$278,826 QoQ
Shares Held
72,880
+3.8% QoQ
Ownership
0.125%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#85
of 260 holders
Holding Since
Dec 2020
18 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in UPBD Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026LPL Financial LLC holds $1,953,303,554 across 106 Software - Application names. UPBD ranks #51 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NOW |
ServiceNow, Inc.
|
2,087,834 | $207,280,159 | |
| 2 | UBER |
Uber Technologies, Inc
|
2,717,170 | $196,070,987 | |
| 3 | CRM |
Salesforce, Inc.
|
1,227,518 | $192,302,969 | |
| 4 | SHOP |
Shopify Inc.
|
1,658,508 | $189,368,443 | |
| 5 | ADP |
Automatic Data Processing Inc
|
810,178 | $181,439,363 | |
| 6 | PAYX |
Paychex Inc
|
1,503,466 | $147,835,811 | |
| 7 | CDNS |
Cadence Design Systems Inc
|
344,314 | $129,227,930 | |
| 8 | SNOW |
Snowflake Inc.
|
481,353 | $122,504,338 |
All Filings in UPBD
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,546,513 | 72,880 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $1,267,687 | 70,232 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $813,747 | 46,341 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $1,079,134 | 45,668 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,074,154 | 42,795 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $629,788 | 26,285 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $592,909 | 20,326 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $673,613 | 21,057 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $646,357 | 21,054 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $407,062 | 11,561 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $627,595 | 18,475 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $573,538 | 19,475 | Shares | Sole | 2023-11-13 | |
| 2022-09-30 | $251,496 | 14,363 | Shares | Sole | 2022-11-14 | |
| 2021-12-31 | $735,348 | 15,307 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $553,499 | 9,847 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $559,570 | 10,544 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $511,847 | 8,877 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $280,282 | 7,320 | Shares | Sole | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||