Position in UPBD
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$58,243,169
+$15,017,572 QoQ
Shares Held
2,744,730
+14.6% QoQ
Ownership
4.71%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#4
of 260 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 92%
Shared 6%
None 2%
Common Shares in UPBD Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026DIMENSIONAL FUND ADVISORS LP holds $7,614,331,331 across 117 Software - Application names. UPBD ranks #42 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRM |
Salesforce, Inc.
|
3,820,559 | $598,528,770 | |
| 2 | UBER |
Uber Technologies, Inc
|
7,868,039 | $567,757,692 | |
| 3 | ADP |
Automatic Data Processing Inc
|
2,402,866 | $538,121,838 | |
| 4 | ADBE |
Adobe Inc.
|
1,635,336 | $335,276,584 | |
| 5 | ADSK |
Autodesk, Inc.
|
1,470,330 | $285,861,555 | |
| 6 | PAYX |
Paychex Inc
|
2,706,479 | $266,128,078 | |
| 7 | CDNS |
Cadence Design Systems Inc
|
602,033 | $225,955,023 | |
| 8 | ZM |
Zoom Communications, Inc.
|
2,485,675 | $214,538,608 |
All Filings in UPBD
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $58,243,169 | 2,744,730 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $43,225,597 | 2,394,770 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $36,306,474 | 2,067,567 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $50,586,015 | 2,140,754 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $54,468,580 | 2,170,063 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $52,975,798 | 2,211,010 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $67,914,437 | 2,328,229 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $71,512,460 | 2,235,463 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $66,722,672 | 2,173,377 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $76,989,056 | 2,186,568 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $72,978,803 | 2,148,331 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $61,417,943 | 2,085,499 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $60,358,203 | 1,938,908 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $44,189,909 | 1,802,934 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $32,723,949 | 1,451,173 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $21,638,785 | 1,235,796 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $22,730,317 | 1,168,654 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $29,414,514 | 1,167,706 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $58,440,323 | 1,216,493 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $67,752,835 | 1,205,352 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $67,388,286 | 1,269,800 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $74,886,962 | 1,298,768 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $52,741,105 | 1,377,412 | Shares | Defined | 2021-03-08 | |
| 2020-09-30 | $41,311,865 | 1,382,130 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $39,131,918 | 1,406,611 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $17,570,067 | 1,242,579 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||