Position in UBER
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$16,025,292
-$90,480 QoQ
Shares Held
222,080
-0.9% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#435
of 2,411 holders
Holding Since
Mar 2022
13 quarters on record
Voting authority
Sole 88%
Shared 0%
None 12%
Common Shares in UBER Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Welch & Forbes LLC holds $199,394,757 across 11 Software - Application names. UBER ranks #6 (8.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADP |
Automatic Data Processing Inc
|
223,090 | $49,961,005 | |
| 2 | ROP |
Roper Technologies Inc
|
140,495 | $47,542,103 | |
| 3 | PAYX |
Paychex Inc
|
363,475 | $35,740,496 | |
| 4 | NOW |
ServiceNow, Inc.
|
275,179 | $27,319,771 | |
| 5 | SHOP |
Shopify Inc.
|
159,087 | $18,164,553 | |
| 6 | UBER |
Uber Technologies, Inc
This page
|
222,080 | $16,025,292 | |
| 7 | ADBE |
Adobe Inc.
|
8,853 | $1,815,042 | |
| 8 | INTU |
Intuit Inc.
|
4,518 | $1,179,198 |
All Filings in UBER
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $16,025,292 | 222,080 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $16,115,772 | 224,048 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $20,815,704 | 254,751 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $8,658,588 | 88,380 | Shares | Sole | 2025-11-04 | |
| 2024-12-31 | $237,419 | 3,936 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $284,706 | 3,788 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $275,311 | 3,788 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $291,638 | 3,788 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $479,507 | 7,788 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $335,175 | 7,288 | Shares | Sole | 2023-11-03 | |
| 2022-09-30 | $746,240 | 28,160 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $558,558 | 27,300 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $581,584 | 16,300 | Shares | Sole | 2022-04-25 | |
| No filing history on record for this holder in this stock. | ||||||