Creative Planning

Position in UBER — Uber Technologies, Inc

CIK 1540235 OVERLAND PARK, KS

Back to UBER Full portfolio

Position in UBER

as of Mar 31, 2026 · filed May 12, 2026 Compact

Position Value

$34,104,457

-$8,715,178 QoQ

Shares Held

474,134

-9.5% QoQ

Ownership

0.023%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0.8402687847739247.ToString("F0")% Shared 0.ToString("F0")% None 99.15973121522607.ToString("F0")%

Common Shares in UBER Over Time

Shares Held

Position Value (USD)

Derivatives in UBER

reported options exposure · as of Sep 30, 2025

CallValue

$489,850

CallShares

5,000

PutValue

PutShares

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, 2026

Creative Planning holds $742,225,652 across 109 Software - Application names. UBER ranks #7 (4.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CRM	Salesforce, Inc.	384,586	$71,790,668
2	NOW	ServiceNow, Inc.	529,490	$55,358,179
3	SHOP	Shopify Inc.	440,326	$52,231,469
4	INTU	Intuit Inc.	92,850	$40,146,482
5	ADBE	Adobe Inc.	152,209	$36,998,963
6	SNOW	Snowflake Inc.	237,364	$35,799,238
7	UBER	Uber Technologies, Inc This page	474,134	$34,104,457
8	BSY	Bentley Systems Inc	882,370	$30,988,833

All Filings in UBER

Export CSV

38 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$34,104,457	474,134	-9.5%	Shares	Defined	2026-05-12
2025-12-31	$42,819,635	524,044	+11.8%	Shares	Sole	2026-02-17
2025-09-30	$45,934,311	468,861	+9277.2%	Shares	Defined	2025-11-14
2025-09-30	$489,850	5,000	-28.6%	Call	Sole	2025-11-14
2025-06-30	$653,100	7,000	-98.2%	Call	Sole	2025-08-08
2025-06-30	$35,757,317	383,251	+7.2%	Shares	Defined	2025-08-08
2025-03-31	$26,044,607	357,461	+3474.6%	Shares	Sole	2025-05-15
2025-03-31	$728,600	10,000	-95.0%	Call	Sole	2025-05-15
2024-12-31	$12,096,994	200,547	+2.8%	Shares	Defined	2025-02-14
2024-09-30	$14,668,450	195,163	+34.0%	Shares	Defined	2024-10-11
2024-06-30	$10,587,428	145,672	+3.3%	Shares	Defined	2024-08-15
2024-03-31	$10,861,132	141,072	+57.4%	Shares	Defined	2024-05-13
2023-12-31	$5,519,257	89,642	+3.9%	Shares	Defined	2024-02-14
2023-09-30	$3,968,982	86,301	+17160.2%	Shares	Sole	2023-11-16
2023-06-30	$21,585	500	-99.4%	Call	Sole	2023-07-21
2023-06-30	$3,404,170	78,855	-6.3%	Shares	Sole	2023-07-21
2023-03-31	$2,666,445	84,115	+8311.5%	Shares	Sole	2023-05-15
2022-12-31	$24,730	1,000	-98.8%	Call	Sole	2023-02-10
2022-12-31	$2,110,581	85,345	+42572.5%	Shares	Sole	2023-02-10
2022-09-30	$5,300	200	-99.8%	Call	Sole	2022-11-03
2022-09-30	$2,251,864	84,976	+10522.0%	Shares	Sole	2022-11-03
2022-06-30	$16,368	800	-99.2%	Call	Sole	2022-08-15
2022-06-30	$2,027,176	99,080	+37.2%	Shares	Sole	2022-08-15
2022-03-31	$2,576,310	72,206	+87.6%	Shares	Sole	2022-05-16
2021-12-31	$1,613,801	38,488	-1.4%	Shares	Sole	2022-02-11
2021-09-30	$1,748,633	39,032	+248.5%	Shares	Sole	2021-11-10
2021-09-30	$501,760	11,200	0.0%	Call	Sole	2021-11-10
2021-06-30	$561,344	11,200	-62.2%	Call	Sole	2021-08-04
2021-06-30	$1,483,301	29,595	+124.2%	Shares	Sole	2021-08-04
2021-03-31	$719,532	13,200	-71.7%	Call	Sole	2021-04-30
2021-03-31	$2,545,235	46,693	+16.0%	Shares	Sole	2021-04-30
2020-12-31	$2,053,515	40,265	+187.6%	Shares	Sole	2021-01-29
2020-12-31	$714,000	14,000	+2700.0%	Call	Sole	2021-01-29
2020-09-30	$18,240	500	-98.8%	Call	Sole	2020-11-05
2020-09-30	$1,470,800	40,318	+3001.4%	Shares	Sole	2020-11-05
2020-06-30	$40,404	1,300	-96.6%	Call	Sole	2020-07-23
2020-06-30	$1,183,526	38,080	-5.9%	Shares	Sole	2020-07-23
2020-03-31	$1,130,173	40,479	—	Shares	Sole	2020-05-05
No filing history on record for this holder in this stock.