Position in UPBD
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$12,076,731
+$271,337 QoQ
Shares Held
669,071
-0.5% QoQ
Ownership
1.15%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2021
17 quarters on record
Voting authority
Sole 97.11630006381984.ToString("F0")%
Shared 0.ToString("F0")%
None 2.8836999361801663.ToString("F0")%
Common Shares in UPBD Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Mar 31, 2026KENNEDY CAPITAL MANAGEMENT LLC holds $92,260,234 across 21 Software - Application names. UPBD ranks #1 (13.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UPBD |
Upbound Group, Inc.
This page
|
669,071 | $12,076,731 | |
| 2 | NATL |
NCR Atleos Corp
|
196,716 | $8,572,883 | |
| 3 | NCNO |
nCino, Inc.
|
513,504 | $7,692,289 | |
| 4 | FROG |
JFrog Ltd
|
160,573 | $7,535,690 | |
| 5 | ADEA |
Adeia Inc.
|
277,020 | $6,656,790 | |
| 6 | WLTH |
Wealthfront Corp
|
593,275 | $5,487,793 | |
| 7 | PAR |
Par Technology Corp
|
409,686 | $5,461,114 | |
| 8 | DHX |
Dhi Group, Inc.
|
1,872,256 | $5,261,039 |
All Filings in UPBD
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $12,076,731 | 669,071 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $11,805,394 | 672,289 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $13,996,072 | 592,301 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $14,731,817 | 586,925 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $22,007,906 | 918,527 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $10,214,225 | 350,162 | Shares | Sole | 2025-02-13 | |
| 2023-09-30 | $3,127,030 | 106,181 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $4,360,316 | 140,068 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $3,148,039 | 128,439 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $3,050,676 | 135,285 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $2,389,519 | 136,466 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $6,913,599 | 355,455 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $8,928,242 | 354,436 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $25,084,037 | 522,149 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $29,765,162 | 529,535 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $28,314,702 | 533,535 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $20,107,483 | 348,725 | Shares | Sole | 2021-05-14 | |
| No filing history on record for this holder in this stock. | ||||||