Position in UPBD
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$3,360,441
+$662,093 QoQ
Shares Held
158,362
+5.9% QoQ
Ownership
0.272%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#52
of 260 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 97%
None 3%
Common Shares in UPBD Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026AMERIPRISE FINANCIAL INC holds $8,347,535,696 across 103 Software - Application names. UPBD ranks #63 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRM |
Salesforce, Inc.
|
6,734,189 | $1,054,978,046 | |
| 2 | LYFT |
Lyft, Inc.
|
61,317,026 | $895,841,748 | |
| 3 | NOW |
ServiceNow, Inc.
|
6,975,128 | $692,490,704 | |
| 4 | ADP |
Automatic Data Processing Inc
|
2,677,381 | $599,599,470 | |
| 5 | SNOW |
Snowflake Inc.
|
1,867,395 | $475,252,025 | |
| 6 | UBER |
Uber Technologies, Inc
|
6,482,481 | $467,775,825 | |
| 7 | ADEA |
Adeia Inc.
|
13,713,908 | $451,598,989 | |
| 8 | ADBE |
Adobe Inc.
|
2,138,741 | $438,484,675 |
All Filings in UPBD
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,360,441 | 158,362 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $2,698,348 | 149,493 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $1,639,190 | 93,348 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $2,651,214 | 112,197 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $3,000,604 | 119,546 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $2,724,371 | 113,705 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $3,459,620 | 118,602 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $3,843,309 | 120,141 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $4,425,926 | 144,167 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $5,368,256 | 152,464 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $4,630,246 | 136,304 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $4,419,767 | 150,077 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $6,671,749 | 214,319 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $6,135,784 | 250,338 | Shares | Defined | 2023-05-22 | |
| 2022-12-31 | $5,650,353 | 250,570 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $5,152,089 | 294,237 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $5,428,630 | 279,107 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $7,607,908 | 302,021 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $13,893,936 | 289,216 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $15,945,426 | 283,676 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $15,883,477 | 299,293 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $14,219,185 | 246,604 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $9,371,361 | 244,747 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $6,802,336 | 227,579 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $6,524,513 | 234,526 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $4,003,910 | 283,162 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||