Position in UPBD
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$201,483
+$891 QoQ
Shares Held
9,495
+60.8% QoQ
Ownership
0.016%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#173
of 256 holders
Holding Since
Dec 2023
2 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, 2026SAXON INTERESTS, INC. holds $1,871,267 across 4 Software - Application names. UPBD ranks #4 (10.8% of the industry book) .
All Filings in UPBD
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $201,483 | 9,495 | Shares | Defined | 2026-08-12 | |
| 2023-12-31 | $200,592 | 5,905 | Shares | Sole | 2024-01-18 | |
| No filing history on record for this holder in this stock. | ||||||