Position in UPBD
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$37,564,853
-$32,896,679 QoQ
Shares Held
1,770,257
-54.7% QoQ
Ownership
3.04%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#9
of 259 holders
Holding Since
Mar 2022
18 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, 2026IEQ CAPITAL, LLC holds $711,692,728 across 79 Software - Application names. UPBD ranks #6 (5.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SNOW |
Snowflake Inc.
|
414,553 | $105,503,738 | |
| 2 | DDOG |
Datadog, Inc.
|
250,859 | $65,313,648 | |
| 3 | CRM |
Salesforce, Inc.
|
400,588 | $62,756,115 | |
| 4 | TEAM |
Atlassian Corp
|
621,954 | $48,381,800 | |
| 5 | CHYM |
Chime Financial, Inc.
|
2,291,398 | $46,927,831 | |
| 6 | UPBD |
Upbound Group, Inc.
This page
|
1,770,257 | $37,564,853 | |
| 7 | ZM |
Zoom Communications, Inc.
|
314,566 | $27,150,191 | |
| 8 | WLTH |
Wealthfront Corp
|
2,763,569 | $24,706,306 |
All Filings in UPBD
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $37,564,853 | 1,770,257 | Shares | Other | 2026-08-11 | |
| 2026-03-31 | $70,461,532 | 3,903,686 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $72,017,651 | 4,101,233 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $97,429,490 | 4,123,127 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $113,969,687 | 4,540,625 | Shares | Sole | 2025-08-14 | |
| 2025-06-30 | $113,831,361 | 4,535,114 | Shares | Other | 2025-08-14 | |
| 2025-03-31 | $17,588,341 | 734,071 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $21,847,046 | 748,956 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $24,200,371 | 756,498 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $148,189,544 | 4,827,021 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $79,895,539 | 2,269,115 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $47,793,751 | 1,406,940 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $42,184,445 | 1,432,409 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $111,917,175 | 3,595,155 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $48,595,682 | 1,982,688 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $44,876,506 | 1,990,089 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $34,846,790 | 1,990,108 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $39,995,676 | 2,056,333 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $50,808,305 | 2,017,003 | Shares | Sole | 2022-04-26 | |
| No filing history on record for this holder in this stock. | ||||||