Position in UBER
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$1,808,473
+$147,178 QoQ
Shares Held
25,062
+8.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#1,077
of 2,397 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 93%
Shared 0%
None 7%
Common Shares in UBER Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026BALDWIN WEALTH PARTNERS LLC/MA holds $15,007,633 across 7 Software - Application names. UBER ranks #4 (12.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PTC |
Ptc Inc.
|
51,563 | $5,858,071 | |
| 2 | PAYX |
Paychex Inc
|
27,095 | $2,664,251 | |
| 3 | ADP |
Automatic Data Processing Inc
|
8,702 | $1,948,812 | |
| 4 | UBER |
Uber Technologies, Inc
This page
|
25,062 | $1,808,473 | |
| 5 | ADBE |
Adobe Inc.
|
7,161 | $1,468,148 | |
| 6 | ROP |
Roper Technologies Inc
|
3,120 | $1,055,776 | |
| 7 | INTU |
Intuit Inc.
|
782 | $204,102 |
All Filings in UBER
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,808,473 | 25,062 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $1,661,295 | 23,096 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $2,319,338 | 28,385 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $2,671,347 | 27,267 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $2,544,011 | 27,267 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $1,841,245 | 25,271 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $1,513,730 | 25,095 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $1,885,313 | 25,084 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $1,769,685 | 24,349 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $1,873,705 | 24,337 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $1,498,429 | 24,337 | Shares | Sole | 2024-01-08 | |
| 2023-09-30 | $980,368 | 21,317 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $841,253 | 19,487 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $475,087 | 14,987 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $155,477 | 6,287 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $178,530 | 6,737 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $247,300 | 12,087 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $433,048 | 12,137 | Shares | Sole | 2022-04-13 | |
| 2021-12-31 | $255,227 | 6,087 | Shares | Sole | 2022-01-14 | |
| 2021-09-30 | $15,097 | 337 | Shares | Sole | 2021-10-27 | |
| 2021-06-30 | $16,890 | 337 | Shares | Sole | 2021-07-30 | |
| 2021-03-31 | $18,369 | 337 | Shares | Sole | 2021-04-08 | |
| 2020-12-31 | $17,187 | 337 | Shares | Sole | 2021-01-12 | |
| 2020-09-30 | $12,293 | 337 | Shares | Sole | 2020-10-16 | |
| 2020-06-30 | $10,473 | 337 | Shares | Sole | 2020-07-21 | |
| 2020-03-31 | $9,409 | 337 | Shares | Sole | 2020-04-15 | |
| No filing history on record for this holder in this stock. | ||||||