LPL Financial LLC

Position in UBER — Uber Technologies, Inc

CIK 1403438 FORT MILL, SC

Back to UBER Full portfolio

Position in UBER

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$196,070,987

-$4,635,076 QoQ

Shares Held

2,717,170

-2.6% QoQ

Ownership

0.133%

of shares outstanding

% of Portfolio

0.12%

of 13F equity value

Holder Rank

#91

of 2,400 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 9% Shared 0% None 91%

Common Shares in UBER Over Time

Shares Held

Position Value (USD)

Derivatives in UBER

reported options exposure · as of Jun 30, 2026

CallValue

$1,630,816

CallShares

22,600

PutValue

PutShares

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Software - Application

Technology · as of Jun 30, 2026

LPL Financial LLC holds $1,954,315,123 across 106 Software - Application names. UBER ranks #2 (10.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NOW	ServiceNow, Inc.	2,087,834	$207,280,159
2	UBER	Uber Technologies, Inc This page	2,717,170	$196,070,987
3	CRM	Salesforce, Inc.	1,227,518	$192,302,969
4	SHOP	Shopify Inc.	1,658,508	$189,368,443
5	ADP	Automatic Data Processing Inc	810,178	$181,439,363
6	PAYX	Paychex Inc	1,503,466	$147,835,811
7	CDNS	Cadence Design Systems Inc	344,314	$129,227,930
8	SNOW	Snowflake Inc.	481,353	$122,504,338

All Filings in UBER

Export CSV

35 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,630,816	22,600	+38.7%	Call	Sole	2026-08-07
2026-06-30	$196,070,987	2,717,170	-2.6%	Shares	Sole	2026-08-07
2026-03-31	$1,172,459	16,300	+59.8%	Call	Sole	2026-05-06
2026-03-31	$200,706,063	2,790,297	-3.3%	Shares	Sole	2026-05-06
2025-12-31	$235,819,635	2,886,056	-6.4%	Shares	Sole	2026-02-11
2025-12-31	$833,442	10,200	+112.5%	Call	Sole	2026-02-11
2025-09-30	$302,136,932	3,083,974	+14.0%	Shares	Sole	2025-11-12
2025-09-30	$470,256	4,800	+118.2%	Call	Sole	2025-11-12
2025-06-30	$252,324,438	2,704,442	+22.4%	Shares	Sole	2025-08-12
2025-06-30	$205,260	2,200	-58.5%	Call	Sole	2025-08-12
2025-06-30	$214,590	2,300	—	Put	Sole	2025-08-12
2025-03-31	$160,951,383	2,209,050	+12.6%	Shares	Sole	2025-05-07
2025-03-31	$386,158	5,300	-18.5%	Call	Sole	2025-05-07
2024-12-31	$392,080	6,500	-40.9%	Call	Sole	2025-02-11
2024-12-31	$118,300,790	1,961,220	+17.7%	Shares	Sole	2025-02-11
2024-09-30	$125,273,831	1,666,762	+6.5%	Shares	Sole	2024-11-08
2024-06-30	$113,699,138	1,564,380	+14.8%	Shares	Sole	2024-08-07
2024-03-31	$104,941,142	1,363,049	+7.9%	Shares	Sole	2024-05-10
2023-12-31	$77,743,638	1,262,687	+8.5%	Shares	Sole	2024-02-14
2023-09-30	$53,500,396	1,163,305	+34.8%	Shares	Sole	2023-11-13
2023-06-30	$37,260,933	863,121	+5.8%	Shares	Sole	2023-07-31
2023-03-31	$25,865,519	815,947	-3.4%	Shares	Sole	2023-05-10
2022-12-31	$20,882,927	844,437	-6.7%	Shares	Sole	2023-02-07
2022-09-30	$23,978,657	904,855	+0.3%	Shares	Sole	2022-11-14
2022-06-30	$18,463,942	902,441	-0.9%	Shares	Sole	2022-08-12
2022-03-31	$32,503,730	910,979	-3.9%	Shares	Sole	2022-05-16
2021-12-31	$39,734,545	947,640	+17.2%	Shares	Sole	2022-02-14
2021-09-30	$36,235,315	808,824	+13.5%	Shares	Sole	2021-11-15
2021-06-30	$35,729,395	712,877	+12.7%	Shares	Sole	2021-08-13
2021-06-30	$551,320	11,000	—	Call	Sole	2021-08-13
2021-03-31	$34,483,898	632,616	+19.9%	Shares	Sole	2021-05-14
2020-12-31	$26,909,793	527,643	+20.5%	Shares	Sole	2021-02-12
2020-09-30	$15,979,443	438,033	+12.4%	Shares	Sole	2020-11-09
2020-06-30	$12,108,146	389,580	+24.4%	Shares	Sole	2020-08-13
2020-03-31	$8,740,356	313,050	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.