Position in UPBD
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$6,251,284
+$2,734,802 QoQ
Shares Held
294,594
+51.2% QoQ
Ownership
0.505%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#35
of 260 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in UPBD Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026BANK OF AMERICA CORP /DE/ holds $14,083,631,004 across 141 Software - Application names. UPBD ranks #88 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRM |
Salesforce, Inc.
|
12,218,090 | $1,914,085,975 | |
| 2 | SHOP |
Shopify Inc.
|
11,443,080 | $1,306,570,870 | |
| 3 | ADP |
Automatic Data Processing Inc
|
5,497,545 | $1,231,175,199 | |
| 4 | UBER |
Uber Technologies, Inc
|
14,215,874 | $1,025,817,465 | |
| 5 | SNOW |
Snowflake Inc.
|
3,112,675 | $792,175,786 | |
| 6 | NOW |
ServiceNow, Inc.
|
6,319,051 | $627,355,381 | |
| 7 | INTU |
Intuit Inc.
|
2,259,926 | $589,840,686 | |
| 8 | ADSK |
Autodesk, Inc.
|
2,966,396 | $576,726,706 |
All Filings in UPBD
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,251,284 | 294,594 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $3,516,482 | 194,819 | Shares | Defined | 2026-05-18 | |
| 2025-12-31 | $3,091,629 | 176,061 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $9,248,376 | 391,383 | Shares | Defined | 2026-02-03 | |
| 2025-06-30 | $8,670,491 | 345,438 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $4,941,125 | 206,224 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $4,729,709 | 162,143 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $15,235,203 | 476,249 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $9,208,186 | 299,941 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $35,736,280 | 1,014,947 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $30,466,976 | 896,879 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $29,850,516 | 1,013,600 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $2,855,770 | 91,737 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $2,852,029 | 116,362 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $4,497,821 | 199,460 | Shares | Defined | 2023-02-10 | |
| 2022-09-30 | $3,148,330 | 179,802 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $4,284,695 | 220,293 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $7,136,323 | 283,300 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $12,503,320 | 260,269 | Shares | Defined | 2022-02-08 | |
| 2021-09-30 | $15,272,142 | 271,698 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $12,693,227 | 239,179 | Shares | Defined | 2021-09-13 | |
| 2021-03-31 | $15,514,631 | 269,071 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $10,262,023 | 268,008 | Shares | Defined | 2021-02-10 | |
| 2020-09-30 | $7,100,038 | 237,539 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $6,275,578 | 225,578 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $3,652,841 | 258,334 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||