Position in UBER
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$1,008,075
+$11,270 QoQ
Shares Held
13,970
+0.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#1,314
of 2,412 holders
Holding Since
Sep 2022
15 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in UBER Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Essex Financial Services, Inc. holds $10,712,015 across 15 Software - Application names. UBER ranks #4 (9.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ROP |
Roper Technologies Inc
|
8,498 | $2,875,638 | |
| 2 | ADBE |
Adobe Inc.
|
7,816 | $1,602,436 | |
| 3 | ADP |
Automatic Data Processing Inc
|
6,362 | $1,424,769 | |
| 4 | UBER |
Uber Technologies, Inc
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|
13,970 | $1,008,075 | |
| 5 | PAYX |
Paychex Inc
|
8,925 | $877,595 | |
| 6 | SHOP |
Shopify Inc.
|
5,676 | $648,085 | |
| 7 | ZM |
Zoom Communications, Inc.
|
6,255 | $539,869 | |
| 8 | CRM |
Salesforce, Inc.
|
2,201 | $344,808 |
All Filings in UBER
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,008,075 | 13,970 | Shares | Defined | 2026-08-10 | |
| 2026-03-31 | $996,805 | 13,858 | Shares | Defined | 2026-04-24 | |
| 2025-12-31 | $1,195,744 | 14,634 | Shares | Defined | 2026-02-10 | |
| 2025-09-30 | $1,024,178 | 10,454 | Shares | Defined | 2025-11-07 | |
| 2025-06-30 | $925,442 | 9,919 | Shares | Defined | 2025-07-16 | |
| 2025-03-31 | $748,199 | 10,269 | Shares | Defined | 2025-04-25 | |
| 2024-12-31 | $578,589 | 9,592 | Shares | Defined | 2025-01-29 | |
| 2024-09-30 | $720,032 | 9,580 | Shares | Defined | 2024-10-24 | |
| 2024-06-30 | $676,432 | 9,307 | Shares | Defined | 2024-08-09 | |
| 2024-03-31 | $691,832 | 8,986 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $523,283 | 8,499 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $392,846 | 8,542 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $344,798 | 7,987 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $265,646 | 8,380 | Shares | Sole | 2023-05-11 | |
| 2022-09-30 | $222,202 | 8,385 | Shares | Sole | 2022-11-07 | |
| No filing history on record for this holder in this stock. | ||||||