215 tracked 13F filers disclose a position in UPBD as of the latest SEC 13F filings, a combined $897.9M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | $148.2M | 8.2M | ▲+0.9% Added · +71K sh | Q1 2026 | |
| 2 | FMR LLC | $97.6M | 5.4M | ▲+4.0% Added · +210K sh | Q1 2026 | |
| 3 | VANGUARD PORTFOLIO MANAGEMENT LLC | $71.1M | 3.9M | →First observed position No prior filed position | Q1 2026 | |
| 4 | STATE STREET CORP | $53.3M | 2.5M | ▲+7.5% Added · +172K sh | Q2 2026 | |
| 5 | DIMENSIONAL FUND ADVISORS LP | $43.2M | 2.4M | ▲+16% Added · +327K sh | Q1 2026 | |
| 6 | VANGUARD CAPITAL MANAGEMENT LLC | $41.1M | 2.3M | →First observed position No prior filed position | Q1 2026 | |
| 7 | IEQ CAPITAL, LLC | $37.6M | 1.8M | ▼−55% Reduced · −2.1M sh | Q2 2026 | |
| 8 | GEODE CAPITAL MANAGEMENT, LLC | $31.2M | 1.5M | ▲+8.3% Added · +113K sh | Q2 2026 | |
| 9 | GOLDMAN SACHS GROUP INC | $24.9M | 1.4M | ▲+89% Added · +650K sh | Q1 2026 | |
| 10 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $22.9M | 1.3M | ▲+2.6% Added · +32K sh | Q1 2026 | |
| 11 | Sixth Street Partners Management Company, L.P. | $24.5M | 1.2M | ▲New +1.2M sh | Q2 2026 | |
| 12 | Bank of New York Mellon Corp | $15.4M | 855K | ▼−1.7% Reduced · −15K sh | Q1 2026 | |
| 13 | MORGAN STANLEY | $14.1M | 784K | ▼−3.0% Reduced · −25K sh | Q1 2026 | |
| 14 | HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | $13.3M | 738K | ▲12× Added · +676K sh | Q1 2026 | |
| 15 | KENNEDY CAPITAL MANAGEMENT LLC | $12.1M | 669K | ▼−0.5% Reduced · −3K sh | Q1 2026 | |
| 16 | NORTHERN TRUST CORP | $10.9M | 602K | ▲+1.2% Added · +7K sh | Q1 2026 | |
| 17 | BALYASNY ASSET MANAGEMENT L.P. | $10.8M | 597K | ▲+35% Added · +155K sh | Q1 2026 | |
| 18 | Pacer Advisors, Inc. | $7.5M | 413K | ▲New +413K sh | Q1 2026 | |
| 19 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | $6.6M | 364K | ▲+4.6% Added · +16K sh | Q1 2026 | |
| 20 | VICTORY CAPITAL MANAGEMENT INC | $6.6M | 364K | ▲+0.3% Added · +1K sh | Q1 2026 | |
| 21 | VANGUARD FIDUCIARY TRUST CO | $6.2M | 344K | →First observed position No prior filed position | Q1 2026 | |
| 22 | AMERICAN CENTURY COMPANIES INC | $6.2M | 343K | ▲+28% Added · +75K sh | Q1 2026 | |
| 23 | PANAGORA ASSET MANAGEMENT INC | $6.8M | 321K | ▲+27% Added · +69K sh | Q2 2026 | |
| 24 | PRINCIPAL FINANCIAL GROUP INC | $5.5M | 304K | ▲+22% Added · +55K sh | Q1 2026 | |
| 25 | AQR CAPITAL MANAGEMENT LLC | $5.2M | 287K | ▼−14% Reduced · −46K sh | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 11 funds opened a new position in UPBD and 29 added to an existing one, while 14 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Combined value |
|---|---|---|
| ALPHABET INC-CL AGOOGL | 109 funds | $110.5B |
| MICROSOFT CORPMSFT | 107 funds | $194.5B |
| AMAZON.COM INCAMZN | 105 funds | $142.2B |
| META PLATFORMS INC-CLASS AMETA | 105 funds | $83.5B |
| JPMORGAN CHASE & COJPM | 104 funds | $42.9B |
| APPLE INCAAPL | 103 funds | $216.6B |
| ELI LILLY & COLLY | 103 funds | $58.3B |
| NVIDIA CORPNVDA | 102 funds | $288.7B |
| BROADCOM INCAVGO | 102 funds | $114.2B |
| BANK OF AMERICA CORPBAC | 102 funds | $24.9B |
| TESLA INCTSLA | 101 funds | $53.9B |
| MICRON TECHNOLOGY INCMU | 101 funds | $26.9B |
Ranked by how many of UPBD's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Jul 7, 2026 | BROWN JEFFREY J | Director | Buy (P) | 454 | $9K |
| Jul 7, 2026 | BROWN JEFFREY J | Director | Buy (P) | 2K | $37K |
| Apr 28, 2026 | BROWN JEFFREY J | Director | Buy (P) | 461 | $9K |
| Apr 28, 2026 | BROWN JEFFREY J | Director | Buy (P) | 2K | $36K |
| Jan 6, 2026 | BROWN JEFFREY J | Director | Buy (P) | 2K | $35K |
| Jan 6, 2026 | BROWN JEFFREY J | Director | Buy (P) | 495 | $9K |
| Oct 21, 2025 | BROWN JEFFREY J | Director | Buy (P) | 2K | $35K |
| Oct 21, 2025 | BROWN JEFFREY J | Director | Buy (P) | 386 | $9K |
| Sep 11, 2025 | Montrone Ralph T. | EVP, Acima | Sell (S) | 6K | $151K |
| Aug 21, 2025 | Blasquez Anthony J | EVP-RAC | Sell (S) | 4K | $83K |
| Jul 8, 2025 | BROWN JEFFREY J | Director | Buy (P) | 1K | $34K |
| Jul 8, 2025 | BROWN JEFFREY J | Director | Buy (P) | 327 | $8K |
Connected entities for UPBD
This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/UPBD/capital-change-brief"
Use Arkolith's capital_change_brief for UPBD. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for UPBD. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.