The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This stock page is the Follow view. The Build view lets your agent query UPBD owners, fund changes, insider filings, and source links through REST or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/UPBD"
Use Arkolith to show who owns UPBD, which funds added or reduced it, and which SEC filings prove each claim.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | FMR LLC | $97.6M | 5.4M | ▲+4.0% Added · +210K sh | Q1 2026 | |
| 2 | VANGUARD PORTFOLIO MANAGEMENT LLC | $71.1M | 3.9M | ▲New +3.9M sh | Q1 2026 | |
| 3 | IEQ CAPITAL, LLC | $70.5M | 3.9M | ▼−4.8% Reduced · −198K sh | Q1 2026 | |
| 4 | STATE STREET CORP | $41.5M | 2.3M | ▼−4.7% Reduced · −114K sh | Q1 2026 | |
| 5 | GEODE CAPITAL MANAGEMENT, LLC | $24.5M | 1.4M | ▲+5.9% Added · +76K sh | Q1 2026 | |
| 6 | HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | $13.3M | 738K | ▲12× Added · +676K sh | Q1 2026 | |
| 7 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | $6.6M | 364K | ▲+4.6% Added · +16K sh | Q1 2026 | |
| 8 | VANGUARD FIDUCIARY TRUST CO | $6.2M | 344K | ▲New +344K sh | Q1 2026 | |
| 9 | Trexquant Investment LP | $5.0M | 274K | ▲+253% Added · +197K sh | Q1 2026 | |
| 10 | PEREGRINE CAPITAL MANAGEMENT LLC | $4.9M | 273K | ▲New +273K sh | Q1 2026 | |
| 11 | Advisors Asset Management, Inc. | $4.8M | 264K | ▲+63% Added · +102K sh | Q1 2026 | |
| 12 | Universal- Beteiligungs- und Servicegesellschaft mbH | $4.7M | 259K | ▼−8.3% Reduced · −24K sh | Q1 2026 | |
| 13 | PANAGORA ASSET MANAGEMENT INC | $4.6M | 252K | ▼−23% Reduced · −77K sh | Q1 2026 | |
| 14 | Connor, Clark & Lunn Investment Management Ltd. | $4.2M | 231K | ▼−23% Reduced · −71K sh | Q1 2026 | |
| 15 | PUBLIC SECTOR PENSION INVESTMENT BOARD | $3.4M | 186K | ▲+3.2% Added · +6K sh | Q1 2026 | |
| 16 | INTECH INVESTMENT MANAGEMENT LLC | $3.2M | 180K | ▲+5.7% Added · +10K sh | Q1 2026 | |
| 17 | Point72 Asset Management, L.P. | $3.1M | 174K | ▲New +174K sh | Q1 2026 | |
| 18 | CITADEL ADVISORS LLC | $2.8M | 156K | ▼−47% Reduced · −139K sh | Q1 2026 | |
| 19 | Y-Intercept (Hong Kong) Ltd | $2.7M | 150K | ▲+56% Added · +54K sh | Q1 2026 | |
| 20 | Sepio Capital, LP | $2.6M | 145K | ▼−2.5% Reduced · −4K sh | Q1 2026 | |
| 21 | Lido Advisors, LLC | $2.2M | 125K | ▼−59% Reduced · −182K sh | Q1 2026 | |
| 22 | Freestone Grove Partners LP | $818K | 45K | ▲+136% Added · +26K sh | Q1 2026 | |
| 23 | Engineers Gate Manager LP | $655K | 36K | ▲+24% Added · +7K sh | Q1 2026 | |
| 24 | CAPITAL FUND MANAGEMENT S.A. | $601K | 33K | ▼−12% Reduced · −5K sh | Q1 2026 | |
| 25 | Man Group plc | $568K | 31K | ▲New +31K 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.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Feb 26, 2026 | Taylor Transient C | EVP, CHRO | Tax withholding (F) | 481 | $10K |
| Feb 26, 2026 | Karam Fahmi | Chief Executive Officer, Director | Tax withholding (F) | 1K | $26K |
| Feb 26, 2026 | Pechersky Bryan J | EVP, GC and Corp Secretary | Tax withholding (F) | 459 | $10K |
| Feb 26, 2026 | Montrone Ralph T. | EVP, Acima | Tax withholding (F) | 874 | $19K |
| Feb 26, 2026 | Blasquez Anthony J | EVP-RAC | Tax withholding (F) | 485 | $10K |
| Feb 24, 2026 | Taylor Transient C | EVP, CHRO | Tax withholding (F) | 558 | $12K |
| Feb 24, 2026 | Karam Fahmi | Chief Executive Officer, Director | Tax withholding (F) | 4K | $78K |
| Feb 24, 2026 | Montrone Ralph T. | EVP, Acima | Tax withholding (F) | 1K | $22K |
| Feb 24, 2026 | Karam Fahmi | Chief Executive Officer, Director | Tax withholding (F) | 6K | $131K |
| Feb 24, 2026 | Pechersky Bryan J | EVP, GC and Corp Secretary | Tax withholding (F) | 529 | $11K |
| Feb 24, 2026 | Pechersky Bryan J | EVP, GC and Corp Secretary | Tax withholding (F) | 682 | $15K |
| Feb 24, 2026 | Montrone Ralph T. | EVP, Acima | Tax withholding (F) | 1K | $24K |
| Company | Co-held by | Combined value |
|---|---|---|
| ALPHABET INC-CL AGOOGL | 66 funds | $19.7B |
| MICROSOFT CORPMSFT | 65 funds | $29.2B |
| AMAZON.COM INCAMZN | 65 funds | $21.9B |
| AUTOMATIC DATA PROCESSINGADP | 65 funds | $1.1B |
| META PLATFORMS INC-CLASS AMETA | 64 funds | $13.7B |
| ELI LILLY & COLLY | 64 funds | $7.7B |
| UNITEDHEALTH GROUP INCUNH | 64 funds | $3.1B |
| BROADCOM INCAVGO | 63 funds | $15.8B |
| ALPHABET INC-CL CGOOG | 63 funds | $12.1B |
| VISA INC-CLASS A SHARESV | 63 funds | $5.9B |
| MASTERCARD INC - AMA | 63 funds | $5.3B |
| COSTCO WHOLESALE CORPCOST | 63 funds | $5.2B |
Ranked by how many of UPBD's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).
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. Every panel above is one call to the Arkolith API & MCP server.