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UPBD · MA in the 13F filings

Two to four stocks side by side among the 95 tracked managers: who lists them, how that has moved, who bought and sold in a quarter, and which managers hold more than one.

Holders over time

Tracked managers listing each stock every quarter, at least, or their combined reported value. A gap is a quarter in which no tracked manager listed it. Click a quarter to compare there.
  • UPBD
  • MA
0204060202120222023202420252026
Holders and value by quarter
QuarterUPBDMA
Q3 20206 holders, $239m45 holders, $56.1bn
Q4 20206 holders, $282m52 holders, $57.9bn
Q1 20216 holders, $382m50 holders, $56.4bn
Q2 20214 holders, $215m50 holders, $54.9bn
Q3 20213 holders, $201m50 holders, $48.9bn
Q4 20215 holders, $161m42 holders, $49.3bn
Q1 20222 holders, $69m38 holders, $50.1bn
Q2 20222 holders, $56m48 holders, $45.4bn
Q3 20221 holders, $45m53 holders, $40.8bn
Q4 20222 holders, $93m37 holders, $65.6bn
Q1 20231 holders, $95m45 holders, $50.3bn
Q2 20231 holders, $120m47 holders, $51.2bn
Q3 20231 holders, $108m52 holders, $49.7bn
Q4 20231 holders, $81m46 holders, $51.7bn
Q1 20243 holders, $85m48 holders, $58.0bn
Q2 20243 holders, $45m49 holders, $51.2bn
Q3 20244 holders, $34m43 holders, $55.8bn
Q4 2024none listed holders, n.a.43 holders, $58.3bn
Q1 2025none listed holders, n.a.49 holders, $64.7bn
Q2 20251 holders, $1.1m50 holders, $68.3bn
Q3 20251 holders, $1.5m44 holders, $68.1bn
Q4 2025none listed holders, n.a.43 holders, $65.6bn
Q1 2026none listed holders, n.a.46 holders, $57.4bn
Q2 2026none listed holders, n.a.43 holders, $58.1bn
UPBD

Rent A CTR Inc New

Holders
0
Reported value
$0
Buyers
12
Sellers
12

Breadth 0 among 92 comparable managers.

MA

Mastercard Incorporated

Holders
43
Reported value
$65.6bn
Buyers
19
Sellers
30

Breadth -11 among 92 comparable managers.

Who holds both, Q4 2025

Among the 43 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. Buyers and sellers count comparable managers (those that filed both quarters) by shares, so a rise in value with no rise in shares is the price. Large books are listed to their largest positions. These are 95 tracked managers, not the institutional market.

Back to the 13F Explorer →