Position in UBER
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$200,706,063
-$35,113,572 QoQ
Shares Held
2,790,297
-3.3% QoQ
Ownership
0.137%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 8.504829414216479.ToString("F0")%
Shared 0.ToString("F0")%
None 91.49517058578353.ToString("F0")%
Common Shares in UBER Over Time
Shares Held
Position Value (USD)
Derivatives in UBER
reported options exposure · as of Mar 31, 2026CallValue
$1,172,459
CallShares
16,300
PutValue
$0
PutShares
0
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 Mar 31, 2026LPL Financial LLC holds $1,911,948,885 across 106 Software - Application names. UBER ranks #3 (10.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRM |
Salesforce, Inc.
|
1,329,703 | $248,215,659 | |
| 2 | NOW |
ServiceNow, Inc.
|
2,043,851 | $213,684,622 | |
| 3 | UBER |
Uber Technologies, Inc
This page
|
2,790,297 | $200,706,063 | |
| 4 | SHOP |
Shopify Inc.
|
1,465,785 | $173,871,416 | |
| 5 | PAYX |
Paychex Inc
|
1,451,615 | $133,722,773 | |
| 6 | ADP |
Automatic Data Processing Inc
|
655,251 | $133,133,898 | |
| 7 | ADBE |
Adobe Inc.
|
431,085 | $104,788,141 | |
| 8 | INTU |
Intuit Inc.
|
242,272 | $104,753,567 |
All Filings in UBER
Export CSV
33 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,172,459 | 16,300 | Call | Sole | 2026-05-06 | |
| 2026-03-31 | $200,706,063 | 2,790,297 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $235,819,635 | 2,886,056 | Shares | Sole | 2026-02-11 | |
| 2025-12-31 | $833,442 | 10,200 | Call | Sole | 2026-02-11 | |
| 2025-09-30 | $302,136,932 | 3,083,974 | Shares | Sole | 2025-11-12 | |
| 2025-09-30 | $470,256 | 4,800 | Call | Sole | 2025-11-12 | |
| 2025-06-30 | $252,324,438 | 2,704,442 | Shares | Sole | 2025-08-12 | |
| 2025-06-30 | $205,260 | 2,200 | 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 | Shares | Sole | 2025-05-07 | |
| 2025-03-31 | $386,158 | 5,300 | Call | Sole | 2025-05-07 | |
| 2024-12-31 | $392,080 | 6,500 | Call | Sole | 2025-02-11 | |
| 2024-12-31 | $118,300,790 | 1,961,220 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $125,273,831 | 1,666,762 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $113,699,138 | 1,564,380 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $104,941,142 | 1,363,049 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $77,743,638 | 1,262,687 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $53,500,396 | 1,163,305 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $37,260,933 | 863,121 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $25,865,519 | 815,947 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $20,882,927 | 844,437 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $23,978,657 | 904,855 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $18,463,942 | 902,441 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $32,503,730 | 910,979 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $39,734,545 | 947,640 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $36,235,315 | 808,824 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $35,729,395 | 712,877 | 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 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $26,909,793 | 527,643 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $15,979,443 | 438,033 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $12,108,146 | 389,580 | 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. | ||||||