UNITED CAPITAL FINANCIAL ADVISORS, LLC
Position in UBER — Uber Technologies, Inc
CIK 1463217
IRVING, TX
Position in UBER
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$13,477,611
-$58,823 QoQ
Shares Held
186,774
-0.8% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#470
of 2,376 holders
Holding Since
Sep 2020
24 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in UBER Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026UNITED CAPITAL FINANCIAL ADVISORS, LLC holds $159,160,325 across 44 Software - Application names. UBER ranks #4 (8.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NOW |
ServiceNow, Inc.
|
285,921 | $28,386,236 | |
| 2 | NAVN |
Navan, Inc.
|
830,393 | $18,991,087 | |
| 3 | SNOW |
Snowflake Inc.
|
70,211 | $17,868,699 | |
| 4 | UBER |
Uber Technologies, Inc
This page
|
186,774 | $13,477,611 | |
| 5 | CRM |
Salesforce, Inc.
|
79,316 | $12,425,644 | |
| 6 | ADP |
Automatic Data Processing Inc
|
41,538 | $9,302,435 | |
| 7 | INTU |
Intuit Inc.
|
29,044 | $7,580,484 | |
| 8 | ROP |
Roper Technologies Inc
|
21,314 | $7,212,444 |
All Filings in UBER
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,477,611 | 186,774 | Shares | Defined | 2026-08-17 | |
| 2026-03-31 | $13,536,434 | 188,189 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $15,772,644 | 193,032 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $19,140,007 | 195,366 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $18,298,369 | 196,124 | Shares | Defined | 2025-08-11 | |
| 2025-03-31 | $12,875,746 | 176,719 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $3,513,097 | 58,241 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $5,152,593 | 68,555 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $4,727,688 | 65,048 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $5,381,139 | 69,894 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $4,628,278 | 75,171 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $5,222,394 | 113,555 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $4,959,585 | 114,885 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $3,451,210 | 108,871 | Shares | Defined | 2023-08-15 | |
| 2022-12-31 | $3,507,455 | 141,830 | Shares | Defined | 2023-02-15 | |
| 2022-09-30 | $3,829,117 | 144,495 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $2,887,560 | 141,132 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $5,285,635 | 148,140 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $6,685,486 | 159,444 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $7,251,910 | 161,873 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $9,086,304 | 181,291 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $9,630,717 | 176,678 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $7,635,210 | 149,710 | Shares | Defined | 2021-02-17 | |
| 2020-09-30 | $227,306 | 6,231 | Shares | Defined | 2020-11-13 | |
| No filing history on record for this holder in this stock. | ||||||