Position in UPBD
as of Jun 30, 2026
· filed Aug 27, 2026
Position Value
$1,939,359
New position
Shares Held
91,393
first reported quarter
Ownership
0.157%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#74
of 260 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Software - Application
Technology · as of Jun 30, 2026Corient Private Wealth LLC holds $810,408,237 across 82 Software - Application names. UPBD ranks #35 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NOW |
ServiceNow, Inc.
|
1,157,170 | $114,883,836 | |
| 2 | UBER |
Uber Technologies, Inc
|
1,310,839 | $94,590,141 | |
| 3 | ROP |
Roper Technologies Inc
|
236,461 | $80,016,037 | |
| 4 | ADP |
Automatic Data Processing Inc
|
346,598 | $77,620,621 | |
| 5 | PAYX |
Paychex Inc
|
747,865 | $73,537,564 | |
| 6 | ADBE |
Adobe Inc.
|
216,574 | $44,402,000 | |
| 7 | CRM |
Salesforce, Inc.
|
283,337 | $44,387,574 | |
| 8 | INTU |
Intuit Inc.
|
120,422 | $31,430,142 |
All Filings in UPBD
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,939,359 | 91,393 | Shares | Sole | 2026-08-27 | |
| No filing history on record for this holder in this stock. | ||||||