Position in UBER
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$1,938,434
+$928,538 QoQ
Shares Held
26,863
+91.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.53%
of 13F equity value
Holder Rank
#1,053
of 2,397 holders
Holding Since
Jun 2021
19 quarters on record
Common Shares in UBER Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026KELLEHER FINANCIAL ADVISORS holds $3,887,419 across 11 Software - Application names. UBER ranks #1 (49.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
This page
|
26,863 | $1,938,434 | |
| 2 | CDNS |
Cadence Design Systems Inc
|
1,692 | $635,041 | |
| 3 | ADP |
Automatic Data Processing Inc
|
1,823 | $408,260 | |
| 4 | ROP |
Roper Technologies Inc
|
959 | $324,516 | |
| 5 | ADBE |
Adobe Inc.
|
1,556 | $319,010 | |
| 6 | CRM |
Salesforce, Inc.
|
1,056 | $165,432 | |
| 7 | NOW |
ServiceNow, Inc.
|
675 | $67,014 | |
| 8 | INTU |
Intuit Inc.
|
50 | $13,050 |
All Filings in UBER
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,938,434 | 26,863 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $1,009,896 | 14,040 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $1,159,464 | 14,190 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $1,381,571 | 14,102 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,705,244 | 18,277 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $1,315,560 | 18,056 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $1,035,573 | 17,168 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $959,718 | 12,769 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $928,050 | 12,769 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $983,085 | 12,769 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $786,187 | 12,769 | Shares | Sole | 2024-04-25 | |
| 2023-09-30 | $587,246 | 12,769 | Shares | Sole | 2024-04-25 | |
| 2023-06-30 | $537,855 | 12,459 | Shares | Sole | 2024-04-25 | |
| 2023-03-31 | $403,667 | 12,734 | Shares | Sole | 2024-04-25 | |
| 2022-09-30 | $218,837 | 8,258 | Shares | Sole | 2022-11-14 | |
| 2022-03-31 | $221,858 | 6,218 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $260,720 | 6,218 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $542,886 | 12,118 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $308,588 | 6,157 | Shares | Sole | 2021-08-16 | |
| No filing history on record for this holder in this stock. | ||||||