Point Windward Advisors Inc.

Position in UBER — Uber Technologies, Inc

CIK 1356202 NEW YORK, NY

Position in UBER

as of Jun 30, 2026 · filed Jul 30, 2026 Compact

Position Value

$3,904,433

-$15,967 QoQ

Shares Held

54,108

-0.7% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

1.93%

of 13F equity value

Holder Rank

#821

of 2,400 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Point Windward Advisors Inc. holds $11,186,001 across 5 Software - Application names. UBER ranks #1 (34.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UBER	Uber Technologies, Inc This page	54,108	$3,904,433
2	SNOW	Snowflake Inc.	10,355	$2,635,347
3	CRM	Salesforce, Inc.	15,366	$2,407,237
4	ADP	Automatic Data Processing Inc	5,735	$1,284,353
5	WDAY	Workday, Inc.	7,798	$954,631

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,904,433	54,108	-0.7%	Shares	Sole	2026-07-30
2026-03-31	$3,920,400	54,503	+1.0%	Shares	Sole	2026-04-09
2025-12-31	$4,409,071	53,960	-7.1%	Shares	Sole	2026-01-14
2025-09-30	$5,693,526	58,115	-16.9%	Shares	Sole	2025-10-14
2025-06-30	$6,522,603	69,910	-32.3%	Shares	Sole	2025-07-30
2025-03-31	$7,519,224	103,201	-4.2%	Shares	Sole	2025-04-23
2024-12-31	$6,499,480	107,750	+1.5%	Shares	Sole	2025-01-15
2024-09-30	$7,976,279	106,124	-1.1%	Shares	Sole	2024-10-16
2024-06-30	$7,801,616	107,342	+5.1%	Shares	Sole	2024-07-12
2024-03-31	$7,866,299	102,173	-1.1%	Shares	Sole	2024-04-12
2023-12-31	$6,358,518	103,273	-17.2%	Shares	Sole	2024-01-10
2023-09-30	$5,732,745	124,652	-0.9%	Shares	Sole	2023-10-11
2023-06-30	$5,428,713	125,752	-0.7%	Shares	Sole	2023-07-11
2023-03-31	$4,014,361	126,636	+2.8%	Shares	Sole	2023-04-14
2022-12-31	$3,045,870	123,165	-17.8%	Shares	Sole	2023-01-18
2022-09-30	$3,972,827	149,918	-2.3%	Shares	Sole	2022-10-12
2022-06-30	$3,138,625	153,403	-3.3%	Shares	Sole	2022-07-11
2022-03-31	$5,662,166	158,693	+0.3%	Shares	Sole	2022-04-19
2021-12-31	$6,636,386	158,273	+2.2%	Shares	Sole	2022-01-19
2021-09-30	$6,935,532	154,811	+9.7%	Shares	Sole	2021-10-14
2021-06-30	$7,072,533	141,112	+5.9%	Shares	Sole	2021-07-15
2021-03-31	$7,262,694	133,236	+2.9%	Shares	Sole	2021-04-19
2020-12-31	$6,601,950	129,450	+1.4%	Shares	Sole	2021-01-22
2020-09-30	$4,658,131	127,690	+56.1%	Shares	Sole	2020-10-19
2020-06-30	$2,542,188	81,795	-3.0%	Shares	Sole	2020-07-17
2020-03-31	$2,354,912	84,345	—	Shares	Sole	2020-05-05
No filing history on record for this holder in this stock.