Position in UBER
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$3,658,728
+$105,962 QoQ
Shares Held
50,703
+2.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#848
of 2,397 holders
Holding Since
Sep 2020
24 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in UBER Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026J.W. COLE ADVISORS, INC. holds $22,297,209 across 17 Software - Application names. UBER ranks #2 (16.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SHOP |
Shopify Inc.
|
37,701 | $4,304,700 | |
| 2 | UBER |
Uber Technologies, Inc
This page
|
50,703 | $3,658,728 | |
| 3 | CRM |
Salesforce, Inc.
|
14,746 | $2,310,108 | |
| 4 | NOW |
ServiceNow, Inc.
|
21,469 | $2,131,442 | |
| 5 | ADP |
Automatic Data Processing Inc
|
9,274 | $2,076,912 | |
| 6 | PAYX |
Paychex Inc
|
15,826 | $1,556,170 | |
| 7 | CDNS |
Cadence Design Systems Inc
|
3,861 | $1,449,110 | |
| 8 | SNOW |
Snowflake Inc.
|
4,501 | $1,145,504 |
All Filings in UBER
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,658,728 | 50,703 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $3,552,766 | 49,392 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $4,449,763 | 54,458 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $5,563,716 | 56,790 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $5,057,606 | 54,208 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $2,504,271 | 34,371 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $1,966,733 | 32,605 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $2,454,049 | 32,651 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $2,971,376 | 40,883 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $2,004,049 | 26,030 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $1,634,683 | 26,550 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $2,365,817 | 51,442 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $1,721,835 | 39,885 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $980,988 | 30,946 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $584,864 | 23,650 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $684,707 | 25,838 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $539,141 | 26,351 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $800,980 | 22,449 | Shares | Sole | 2022-06-10 | |
| 2021-12-31 | $834,784 | 19,909 | Shares | Sole | 2022-01-25 | |
| 2021-09-30 | $718,457 | 16,037 | Shares | Sole | 2021-10-26 | |
| 2021-06-30 | $702,030 | 14,007 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $528,419 | 9,694 | Shares | Sole | 2021-04-28 | |
| 2020-12-31 | $337,263 | 6,613 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $309,496 | 8,484 | Shares | Sole | 2020-11-05 | |
| No filing history on record for this holder in this stock. | ||||||