Position in UBER
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$90,211,906
+$8,365,349 QoQ
Shares Held
1,250,165
+9.9% QoQ
Ownership
0.061%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#152
of 2,408 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 73%
Shared 1%
None 26%
Common Shares in UBER Over Time
Shares Held
Position Value (USD)
Derivatives in UBER
reported options exposure · as of Dec 31, 2024CallValue
$716
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 Jun 30, 2026Focus Partners Wealth holds $721,540,045 across 66 Software - Application names. UBER ranks #3 (12.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRM |
Salesforce, Inc.
|
997,437 | $156,258,480 | |
| 2 | NOW |
ServiceNow, Inc.
|
984,634 | $97,754,463 | |
| 3 | UBER |
Uber Technologies, Inc
This page
|
1,250,165 | $90,211,906 | |
| 4 | FICO |
Fair Isaac Corp
|
58,900 | $70,372,542 | |
| 5 | ADP |
Automatic Data Processing Inc
|
193,798 | $43,401,062 | |
| 6 | INTU |
Intuit Inc.
|
118,380 | $30,897,180 | |
| 7 | ADBE |
Adobe Inc.
|
149,964 | $30,745,619 | |
| 8 | ROP |
Roper Technologies Inc
|
68,647 | $23,229,458 |
All Filings in UBER
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $90,211,906 | 1,250,165 | Shares | Sole | 2026-08-12 | |
| 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 | $716 | 100 | Call | Sole | 2025-05-20 | |
| 2024-12-31 | $18,428,182 | 305,507 | Shares | Sole | 2025-05-20 | |
| 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. | ||||||