CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Position in UPBD — Upbound Group, Inc.
CIK 884546
SAN FRANCISCO, CA
Position in UPBD
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$24,516,442
+$1,628,898 QoQ
Shares Held
1,155,346
-8.9% QoQ
Ownership
1.98%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#12
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, 2026CHARLES SCHWAB INVESTMENT MANAGEMENT INC holds $14,280,549,041 across 130 Software - Application names. UPBD ranks #57 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADP |
Automatic Data Processing Inc
|
12,729,777 | $2,850,833,558 | |
| 2 | UBER |
Uber Technologies, Inc
|
15,956,738 | $1,151,438,214 | |
| 3 | CRM |
Salesforce, Inc.
|
6,600,642 | $1,034,056,575 | |
| 4 | PAYX |
Paychex Inc
|
10,402,177 | $1,022,846,063 | |
| 5 | CDNS |
Cadence Design Systems Inc
|
2,192,940 | $823,054,240 | |
| 6 | NOW |
ServiceNow, Inc.
|
8,080,617 | $802,243,655 | |
| 7 | ADBE |
Adobe Inc.
|
3,401,534 | $697,382,499 | |
| 8 | DDOG |
Datadog, Inc.
|
2,648,649 | $689,602,253 |
All Filings in UPBD
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $24,516,442 | 1,155,346 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $22,887,544 | 1,268,008 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $21,696,064 | 1,235,539 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $27,039,667 | 1,144,294 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $27,375,089 | 1,090,641 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $25,197,198 | 1,051,636 | Shares | Sole | 2025-09-15 | |
| 2024-12-31 | $28,417,005 | 974,186 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $29,240,363 | 914,047 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $27,043,016 | 880,880 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $29,276,164 | 831,473 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $27,527,691 | 810,353 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $24,248,717 | 823,386 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $25,119,108 | 806,910 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $19,662,730 | 802,233 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $16,775,463 | 743,923 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $11,891,478 | 679,125 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $11,661,986 | 599,588 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $14,525,863 | 576,652 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $25,179,157 | 524,129 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $28,962,877 | 515,262 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $26,980,947 | 508,403 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $25,444,262 | 441,281 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $17,358,656 | 453,347 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $15,174,883 | 507,691 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $14,675,244 | 527,507 | Shares | Sole | 2020-08-20 | |
| 2020-03-31 | $7,634,935 | 539,953 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||