Position in UBER
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$88,002,510
+$4,849,129 QoQ
Shares Held
1,219,547
+5.5% QoQ
Ownership
0.060%
of shares outstanding
% of Portfolio
1.39%
of 13F equity value
Holder Rank
#155
of 2,392 holders
Holding Since
Mar 2020
16 quarters on record
Voting authority
Sole 94%
Shared 3%
None 3%
Common Shares in UBER Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Evercore Wealth Management, LLC holds $176,795,992 across 10 Software - Application names. UBER ranks #1 (49.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
This page
|
1,219,547 | $88,002,510 | |
| 2 | NOW |
ServiceNow, Inc.
|
589,067 | $58,482,571 | |
| 3 | ADP |
Automatic Data Processing Inc
|
54,502 | $12,205,722 | |
| 4 | ROP |
Roper Technologies Inc
|
29,760 | $10,070,485 | |
| 5 | CRM |
Salesforce, Inc.
|
24,691 | $3,868,092 | |
| 6 | ADBE |
Adobe Inc.
|
13,346 | $2,736,196 | |
| 7 | PAYX |
Paychex Inc
|
7,541 | $741,506 | |
| 8 | SSNC |
SS&C Technologies Holdings Inc
|
4,410 | $273,640 |
All Filings in UBER
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $88,002,510 | 1,219,547 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $83,153,381 | 1,156,032 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $88,867,712 | 1,087,599 | Shares | Other | 2026-02-17 | |
| 2025-09-30 | $108,722,011 | 1,109,748 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $100,279,865 | 1,074,811 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $72,334,970 | 992,794 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $250,991 | 4,161 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $312,740 | 4,161 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $302,421 | 4,161 | Shares | Sole | 2024-08-14 | |
| 2021-09-30 | $472,684 | 10,551 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $904,716 | 18,051 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $983,960 | 18,051 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $906,219 | 17,769 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $642,084 | 17,601 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $547,039 | 17,601 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $488,600 | 17,500 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||