Position in UPBD
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$22,226,228
+$8,080,066 QoQ
Shares Held
1,047,419
+33.6% QoQ
Ownership
1.80%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#15
of 260 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 89%
Shared 0%
None 11%
Common Shares in UPBD Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026MORGAN STANLEY holds $33,097,746,953 across 180 Software - Application names. UPBD ranks #78 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
|
72,847,766 | $5,256,694,785 | |
| 2 | CRM |
Salesforce, Inc.
|
23,311,316 | $3,651,950,754 | |
| 3 | SHOP |
Shopify Inc.
|
25,517,034 | $2,913,534,933 | |
| 4 | NOW |
ServiceNow, Inc.
|
26,630,984 | $2,643,924,082 | |
| 5 | ADP |
Automatic Data Processing Inc
|
8,361,515 | $1,872,561,274 | |
| 6 | CDNS |
Cadence Design Systems Inc
|
3,585,961 | $1,345,882,872 | |
| 7 | INTU |
Intuit Inc.
|
4,935,654 | $1,288,205,694 | |
| 8 | DDOG |
Datadog, Inc.
|
4,643,376 | $1,208,949,367 |
All Filings in UPBD
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $22,226,228 | 1,047,419 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $14,146,162 | 783,721 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $14,195,096 | 808,377 | Shares | Defined | 2026-05-27 | |
| 2025-09-30 | $18,159,250 | 768,483 | Shares | Defined | 2026-05-27 | |
| 2025-06-30 | $20,193,799 | 804,534 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $12,785,483 | 533,618 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $17,864,812 | 612,438 | Shares | Defined | 2025-05-15 | |
| 2024-09-30 | $20,225,896 | 632,257 | Shares | Defined | 2025-05-14 | |
| 2024-06-30 | $20,177,293 | 657,241 | Shares | Defined | 2025-05-14 | |
| 2024-03-31 | $18,133,322 | 515,005 | Shares | Defined | 2024-10-17 | |
| 2023-12-31 | $19,026,999 | 560,112 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $12,150,975 | 412,597 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $16,132,807 | 518,240 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $10,093,264 | 411,802 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $9,261,124 | 410,693 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $10,571,764 | 603,756 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $11,110,924 | 571,256 | Shares | Defined | 2022-10-27 | |
| 2022-03-31 | $13,260,893 | 526,435 | Shares | Defined | 2022-10-27 | |
| 2021-12-31 | $18,573,222 | 386,620 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $28,130,629 | 500,456 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $23,170,466 | 436,602 | Shares | Defined | 2021-08-23 | |
| 2021-03-31 | $20,581,214 | 356,941 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $18,188,015 | 475,007 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $14,035,744 | 469,580 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $6,339,534 | 227,877 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $2,326,382 | 164,525 | Shares | Defined | 2020-05-26 | |
| No filing history on record for this holder in this stock. | ||||||