Position in UPBD
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$5,023,707
+$678,603 QoQ
Shares Held
236,744
-1.7% QoQ
Ownership
0.406%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#41
of 260 holders
Holding Since
Sep 2025
4 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, 2026Empowered Funds, LLC holds $400,847,512 across 59 Software - Application names. UPBD ranks #16 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DAVE |
Dave Inc./DE
|
105,686 | $39,377,546 | |
| 2 | ZM |
Zoom Communications, Inc.
|
423,954 | $36,591,466 | |
| 3 | UBER |
Uber Technologies, Inc
|
480,822 | $34,696,109 | |
| 4 | ADP |
Automatic Data Processing Inc
|
153,045 | $34,274,424 | |
| 5 | CRM |
Salesforce, Inc.
|
170,123 | $26,651,465 | |
| 6 | ADBE |
Adobe Inc.
|
129,869 | $26,625,736 | |
| 7 | WDAY |
Workday, Inc.
|
212,340 | $25,994,658 | |
| 8 | NOW |
ServiceNow, Inc.
|
218,324 | $21,675,202 |
All Filings in UPBD
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,023,707 | 236,744 | Shares | Other | 2026-08-17 | |
| 2026-03-31 | $4,345,104 | 240,726 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $3,772,783 | 214,851 | Shares | Other | 2026-02-18 | |
| 2025-09-30 | $4,637,789 | 196,267 | Shares | Other | 2025-11-13 | |
| No filing history on record for this holder in this stock. | ||||||