Position in UBER
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$13,450,768
+$360,156 QoQ
Shares Held
186,402
+2.4% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
1.24%
of 13F equity value
Holder Rank
#474
of 2,400 holders
Holding Since
Mar 2021
12 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in UBER Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026ATWOOD & PALMER INC holds $15,899,600 across 13 Software - Application names. UBER ranks #1 (84.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
This page
|
186,402 | $13,450,768 | |
| 2 | PAYX |
Paychex Inc
|
12,887 | $1,267,178 | |
| 3 | ADP |
Automatic Data Processing Inc
|
3,539 | $792,559 | |
| 4 | CDNS |
Cadence Design Systems Inc
|
505 | $189,536 | |
| 5 | TYL |
Tyler Technologies Inc
|
204 | $59,661 | |
| 6 | NOW |
ServiceNow, Inc.
|
600 | $59,568 | |
| 7 | CRM |
Salesforce, Inc.
|
265 | $41,514 | |
| 8 | SHOP |
Shopify Inc.
|
122 | $13,929 |
All Filings in UBER
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,450,768 | 186,402 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $13,090,612 | 181,991 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $14,519,049 | 177,690 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $17,272,796 | 176,307 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $16,334,031 | 175,070 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $12,429,187 | 170,590 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $60,742 | 1,007 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $77,114 | 1,026 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $72,680 | 1,000 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $76,990 | 1,000 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $61,570 | 1,000 | Shares | Sole | 2024-01-12 | |
| 2021-03-31 | $27,255 | 500 | Shares | Sole | 2021-04-26 | |
| No filing history on record for this holder in this stock. | ||||||