Position in UBER
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$6,181,591
-$623,707 QoQ
Shares Held
85,939
+3.2% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
10 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in UBER Over Time
Shares Held
Position Value (USD)
Derivatives in UBER
reported options exposure · as of Dec 31, 2024CallValue
$18,096
CallShares
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, 2026BENJAMIN EDWARDS INC holds $151,705,189 across 22 Software - Application names. UBER ranks #7 (4.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADP |
Automatic Data Processing Inc
|
226,830 | $46,087,318 | |
| 2 | INTU |
Intuit Inc.
|
77,916 | $33,689,320 | |
| 3 | CRM |
Salesforce, Inc.
|
92,847 | $17,331,749 | |
| 4 | PAYX |
Paychex Inc
|
129,442 | $11,924,196 | |
| 5 | CDNS |
Cadence Design Systems Inc
|
25,535 | $7,095,410 | |
| 6 | SSNC |
SS&C Technologies Holdings Inc
|
101,356 | $6,848,624 | |
| 7 | UBER |
Uber Technologies, Inc
This page
|
85,939 | $6,181,591 | |
| 8 | SHOP |
Shopify Inc.
|
47,692 | $5,657,224 |
All Filings in UBER
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $6,181,591 | 85,939 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $6,805,298 | 83,286 | Shares | Defined | 2026-02-02 | |
| 2025-09-30 | $8,900,280 | 90,847 | Shares | Defined | 2025-10-23 | |
| 2025-06-30 | $5,812,403 | 62,298 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $3,450,066 | 47,352 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $2,054,981 | 34,068 | Shares | Defined | 2025-02-14 | |
| 2024-12-31 | $18,096 | 300 | Call | Defined | 2025-02-14 | |
| 2024-09-30 | $2,818,950 | 37,506 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $53,783 | 740 | Shares | Defined | 2024-08-12 | |
| 2024-03-31 | $48,195 | 626 | Shares | Defined | 2024-04-29 | |
| 2023-12-31 | $13,976 | 227 | Shares | Defined | 2024-02-06 | |
| No filing history on record for this holder in this stock. | ||||||