COLDSTREAM CAPITAL MANAGEMENT INC
Position in UBER — Uber Technologies, Inc
CIK 1082339
BELLEVUE, WA
Position in UBER
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$2,099,423
-$195,719 QoQ
Shares Held
29,094
-8.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,028
of 2,389 holders
Holding Since
Jun 2023
12 quarters on record
Voting authority
Sole 35%
Shared 0%
None 65%
Common Shares in UBER Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026COLDSTREAM CAPITAL MANAGEMENT INC holds $33,380,103 across 28 Software - Application names. UBER ranks #6 (6.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRM |
Salesforce, Inc.
|
40,061 | $6,275,955 | |
| 2 | NOW |
ServiceNow, Inc.
|
29,063 | $2,885,374 | |
| 3 | CDNS |
Cadence Design Systems Inc
|
7,601 | $2,852,807 | |
| 4 | ADP |
Automatic Data Processing Inc
|
11,260 | $2,521,676 | |
| 5 | DDOG |
Datadog, Inc.
|
8,288 | $2,157,863 | |
| 6 | UBER |
Uber Technologies, Inc
This page
|
29,094 | $2,099,423 | |
| 7 | PAYX |
Paychex Inc
|
15,592 | $1,533,160 | |
| 8 | INTU |
Intuit Inc.
|
5,787 | $1,510,407 |
All Filings in UBER
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,099,423 | 29,094 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $2,295,142 | 31,908 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $2,690,138 | 32,923 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $3,580,901 | 36,551 | Shares | Sole | 2025-11-19 | |
| 2025-06-30 | $3,006,872 | 32,228 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $1,947,839 | 26,734 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $1,268,167 | 21,024 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,833,678 | 24,397 | Shares | Sole | 2024-11-18 | |
| 2024-06-30 | $1,179,523 | 16,229 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $1,154,388 | 14,994 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $663,601 | 10,778 | Shares | Sole | 2024-02-09 | |
| 2023-06-30 | $234,499 | 5,432 | Shares | Sole | 2023-08-03 | |
| No filing history on record for this holder in this stock. | ||||||