Position in UPBD
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$677,272
-$10,008 QoQ
Shares Held
37,522
-4.1% QoQ
Ownership
0.064%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2020
6 quarters on record
Common Shares in UPBD Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Mar 31, 2026Summit Global Investments holds $15,028,144 across 13 Software - Application names. UPBD ranks #7 (4.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADP |
Automatic Data Processing Inc
|
28,943 | $5,880,638 | |
| 2 | ADBE |
Adobe Inc.
|
7,979 | $1,939,535 | |
| 3 | CRM |
Salesforce, Inc.
|
6,378 | $1,190,581 | |
| 4 | ADSK |
Autodesk, Inc.
|
4,275 | $1,023,435 | |
| 5 | INTU |
Intuit Inc.
|
2,045 | $884,217 | |
| 6 | ROP |
Roper Technologies Inc
|
2,402 | $849,971 | |
| 7 | UPBD |
Upbound Group, Inc.
This page
|
37,522 | $677,272 | |
| 8 | UBER |
Uber Technologies, Inc
|
9,042 | $650,391 |
All Filings in UPBD
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $677,272 | 37,522 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $687,280 | 39,139 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $974,997 | 41,261 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $1,057,663 | 42,138 | Shares | Sole | 2025-08-12 | |
| 2024-09-30 | $1,215,524 | 37,997 | Shares | Sole | 2024-10-31 | |
| 2020-06-30 | $417,300 | 15,000 | Shares | Sole | 2020-08-11 | |
| No filing history on record for this holder in this stock. | ||||||