Position in UBER
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$81,846,557
-$32,971,191 QoQ
Shares Held
1,137,864
-19.0% QoQ
Ownership
0.056%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
10 quarters on record
Voting authority
Sole 70.92244789473321.ToString("F0")%
Shared 0.06756943341778794.ToString("F0")%
None 29.009982671849006.ToString("F0")%
Common Shares in UBER Over Time
Shares Held
Position Value (USD)
Derivatives in UBER
reported options exposure · as of Dec 31, 2024CallValue
$6,032
CallShares
100
PutValue
$0
PutShares
0
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, 2026Focus Partners Wealth holds $743,357,285 across 64 Software - Application names. UBER ranks #3 (11.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRM |
Salesforce, Inc.
|
947,077 | $176,790,863 | |
| 2 | NOW |
ServiceNow, Inc.
|
995,592 | $104,089,143 | |
| 3 | UBER |
Uber Technologies, Inc
This page
|
1,137,864 | $81,846,557 | |
| 4 | INTU |
Intuit Inc.
|
131,933 | $57,045,190 | |
| 5 | FICO |
Fair Isaac Corp
|
52,278 | $55,808,856 | |
| 6 | ADBE |
Adobe Inc.
|
175,229 | $42,594,665 | |
| 7 | ADP |
Automatic Data Processing Inc
|
185,700 | $37,730,526 | |
| 8 | ROP |
Roper Technologies Inc
|
81,637 | $28,888,068 |
All Filings in UBER
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $81,846,557 | 1,137,864 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $114,817,748 | 1,405,186 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $103,341,695 | 1,054,830 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $85,652,105 | 918,029 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $47,455,976 | 651,331 | Shares | Sole | 2025-05-20 | |
| 2024-12-31 | $6,032 | 100 | Call | Sole | 2025-05-29 | |
| 2024-12-31 | $18,453,516 | 305,927 | Shares | Sole | 2025-05-29 | |
| 2024-09-30 | $24,516,290 | 326,188 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $3,070,075 | 42,241 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $568,802 | 7,388 | Shares | Sole | 2024-05-16 | |
| 2023-12-31 | $359,260 | 5,835 | Shares | Sole | 2024-02-15 | |
| No filing history on record for this holder in this stock. | ||||||