Position in UPBD
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$1,938,807
New position
Shares Held
91,367
first reported quarter
Ownership
0.157%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#74
of 256 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Software - Application
Technology · as of Jun 30, 2026Venture Visionary Partners LLC holds $32,200,308 across 11 Software - Application names. UPBD ranks #5 (6.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SHOP |
Shopify Inc.
|
91,569 | $10,455,348 | |
| 2 | NOW |
ServiceNow, Inc.
|
77,074 | $7,651,906 | |
| 3 | CRM |
Salesforce, Inc.
|
32,204 | $5,045,078 | |
| 4 | UBER |
Uber Technologies, Inc
|
31,816 | $2,295,842 | |
| 5 | UPBD |
Upbound Group, Inc.
This page
|
91,367 | $1,938,807 | |
| 6 | SNOW |
Snowflake Inc.
|
6,395 | $1,627,527 | |
| 7 | ADBE |
Adobe Inc.
|
4,842 | $992,706 | |
| 8 | DAVE |
Dave Inc./DE
|
2,150 | $801,068 |
All Filings in UPBD
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,938,807 | 91,367 | Shares | Sole | 2026-07-27 | |
| No filing history on record for this holder in this stock. | ||||||