Position in UBER
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$369,964
-$101,465 QoQ
Shares Held
5,127
-21.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#1,743
of 2,392 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 68%
Shared 0%
None 32%
Common Shares in UBER Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026BOK Financial Private Wealth, Inc. holds $2,564,635 across 19 Software - Application names. UBER ranks #2 (14.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | INTU |
Intuit Inc.
|
5,262 | $1,373,382 | |
| 2 | UBER |
Uber Technologies, Inc
This page
|
5,127 | $369,964 | |
| 3 | CRM |
Salesforce, Inc.
|
1,918 | $300,473 | |
| 4 | ADP |
Automatic Data Processing Inc
|
1,015 | $227,309 | |
| 5 | NICE |
NICE Ltd.
|
1,295 | $117,650 | |
| 6 | DOCU |
Docusign, Inc.
|
1,615 | $71,738 | |
| 7 | ROP |
Roper Technologies Inc
|
106 | $35,869 | |
| 8 | NOW |
ServiceNow, Inc.
|
153 | $15,189 |
All Filings in UBER
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $369,964 | 5,127 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $471,429 | 6,554 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $593,786 | 7,267 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $647,777 | 6,612 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $56,353 | 604 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $44,007 | 604 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $40,233 | 667 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $47,425 | 631 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $43,898 | 604 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $46,501 | 604 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $15,392 | 250 | Shares | Sole | 2024-01-30 | |
| No filing history on record for this holder in this stock. | ||||||