Position in UPBD
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$52,413
+$7,848 QoQ
Shares Held
2,470
+0.0% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#187
of 256 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, 2026Security National Bank holds $932,221 across 11 Software - Application names. UPBD ranks #5 (5.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRM |
Salesforce, Inc.
|
2,632 | $412,329 | |
| 2 | UBER |
Uber Technologies, Inc
|
2,559 | $184,657 | |
| 3 | ROP |
Roper Technologies Inc
|
375 | $126,896 | |
| 4 | ADSK |
Autodesk, Inc.
|
450 | $87,489 | |
| 5 | UPBD |
Upbound Group, Inc.
This page
|
2,470 | $52,413 | |
| 6 | ADBE |
Adobe Inc.
|
135 | $27,677 | |
| 7 | CDNS |
Cadence Design Systems Inc
|
53 | $19,891 | |
| 8 | NOW |
ServiceNow, Inc.
|
175 | $17,374 |
All Filings in UPBD
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $52,413 | 2,470 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $44,565 | 2,469 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $43,355 | 2,469 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $57,160 | 2,419 | Shares | Sole | 2025-10-20 | |
| No filing history on record for this holder in this stock. | ||||||