Position in UPBD
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$3,287,869
+$642,155 QoQ
Shares Held
154,942
+5.7% QoQ
Ownership
0.266%
of shares outstanding
% of Portfolio
0.61%
of 13F equity value
Holder Rank
#54
of 256 holders
Holding Since
Sep 2022
12 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in UPBD Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Inspire Advisors, LLC holds $20,215,895 across 22 Software - Application names. UPBD ranks #1 (16.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UPBD |
Upbound Group, Inc.
This page
|
154,942 | $3,287,869 | |
| 2 | PAYX |
Paychex Inc
|
33,317 | $3,276,060 | |
| 3 | DBD |
DIEBOLD NIXDORF, Inc
|
36,088 | $3,068,201 | |
| 4 | DDOG |
Datadog, Inc.
|
8,648 | $2,251,593 | |
| 5 | FICO |
Fair Isaac Corp
|
821 | $980,914 | |
| 6 | SHOP |
Shopify Inc.
|
6,888 | $786,471 | |
| 7 | ROP |
Roper Technologies Inc
|
2,209 | $747,503 | |
| 8 | DOCU |
Docusign, Inc.
|
14,874 | $660,703 |
All Filings in UPBD
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,287,869 | 154,942 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $2,645,714 | 146,577 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $2,336,691 | 133,069 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $2,613,950 | 110,620 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $2,908,939 | 115,894 | Shares | Sole | 2025-08-11 | |
| 2024-03-31 | $1,241,011 | 35,246 | Shares | Defined | 2024-05-07 | |
| 2023-12-31 | $998,921 | 29,406 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $793,412 | 26,941 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $958,430 | 30,788 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $744,368 | 30,370 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $568,079 | 25,192 | Shares | Sole | 2023-01-26 | |
| 2022-09-30 | $265,258 | 15,149 | Shares | Defined | 2022-11-07 | |
| No filing history on record for this holder in this stock. | ||||||