Position in UBER
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$2,542,774
-$26,853 QoQ
Shares Held
35,238
-1.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
1.82%
of 13F equity value
Holder Rank
#976
of 2,392 holders
Holding Since
Dec 2020
12 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in UBER Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026RATIONAL ADVISORS, INC. holds $2,770,611 across 8 Software - Application names. UBER ranks #1 (91.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
This page
|
35,238 | $2,542,774 | |
| 2 | CRM |
Salesforce, Inc.
|
309 | $48,407 | |
| 3 | CDNS |
Cadence Design Systems Inc
|
102 | $38,282 | |
| 4 | NOW |
ServiceNow, Inc.
|
375 | $37,230 | |
| 5 | ADP |
Automatic Data Processing Inc
|
150 | $33,592 | |
| 6 | ADBE |
Adobe Inc.
|
143 | $29,317 | |
| 7 | INTU |
Intuit Inc.
|
102 | $26,622 | |
| 8 | ADSK |
Autodesk, Inc.
|
74 | $14,387 |
All Filings in UBER
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,542,774 | 35,238 | Shares | Other | 2026-07-24 | |
| 2026-03-31 | $2,569,627 | 35,724 | Shares | Other | 2026-05-07 | |
| 2025-12-31 | $2,812,785 | 34,424 | Shares | Other | 2026-02-10 | |
| 2025-09-30 | $3,754,210 | 38,320 | Shares | Other | 2025-11-12 | |
| 2025-06-30 | $2,756,082 | 29,540 | Shares | Other | 2025-07-31 | |
| 2025-03-31 | $1,092,900 | 15,000 | Shares | Other | 2025-05-01 | |
| 2024-09-30 | $2,036,836 | 27,100 | Shares | Other | 2024-10-30 | |
| 2024-06-30 | $3,532,248 | 48,600 | Shares | Other | 2024-07-25 | |
| 2024-03-31 | $3,202,784 | 41,600 | Shares | Other | 2024-04-23 | |
| 2023-12-31 | $2,505,899 | 40,700 | Shares | Other | 2024-02-14 | |
| 2023-09-30 | $2,147,733 | 46,700 | Shares | Other | 2023-11-09 | |
| 2020-12-31 | $459,000 | 9,000 | Shares | Other | 2021-02-05 | |
| No filing history on record for this holder in this stock. | ||||||