Position in UBER
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$5,854,773
+$776,947 QoQ
Shares Held
81,136
+14.9% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#690
of 2,400 holders
Holding Since
Sep 2022
14 quarters on record
Voting authority
Sole 96%
Shared 0%
None 4%
Common Shares in UBER Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026EP Wealth Advisors, LLC holds $166,064,763 across 30 Software - Application names. UBER ranks #5 (3.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SNOW |
Snowflake Inc.
|
271,679 | $69,142,305 | |
| 2 | ADP |
Automatic Data Processing Inc
|
152,174 | $34,079,367 | |
| 3 | CRM |
Salesforce, Inc.
|
133,602 | $20,930,089 | |
| 4 | SSNC |
SS&C Technologies Holdings Inc
|
97,461 | $6,047,455 | |
| 5 | UBER |
Uber Technologies, Inc
This page
|
81,136 | $5,854,773 | |
| 6 | NOW |
ServiceNow, Inc.
|
48,414 | $4,806,541 | |
| 7 | CDNS |
Cadence Design Systems Inc
|
11,383 | $4,272,267 | |
| 8 | INTU |
Intuit Inc.
|
13,119 | $3,424,059 |
All Filings in UBER
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,854,773 | 81,136 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $5,077,826 | 70,594 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $5,294,236 | 64,793 | Shares | Sole | 2026-02-18 | |
| 2025-06-30 | $5,867,916 | 62,893 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $4,481,545 | 61,509 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $3,911,209 | 64,841 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $6,587,774 | 87,650 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $5,746,807 | 79,070 | Shares | Sole | 2024-08-19 | |
| 2024-03-31 | $2,511,490 | 32,621 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $1,253,195 | 20,354 | Shares | Sole | 2024-02-28 | |
| 2023-09-30 | $802,525 | 17,450 | Shares | Sole | 2023-11-24 | |
| 2023-06-30 | $2,532,783 | 58,670 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $853,268 | 26,917 | Shares | Sole | 2023-06-05 | |
| 2022-09-30 | $364,004 | 13,736 | Shares | Sole | 2022-12-02 | |
| No filing history on record for this holder in this stock. | ||||||