Position in UBER
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$3,826,500
-$664,305 QoQ
Shares Held
53,028
-15.1% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#832
of 2,392 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in UBER Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026TD PRIVATE CLIENT WEALTH LLC holds $29,726,190 across 56 Software - Application names. UBER ranks #2 (12.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PAYX |
Paychex Inc
|
72,725 | $7,151,049 | |
| 2 | UBER |
Uber Technologies, Inc
This page
|
53,028 | $3,826,500 | |
| 3 | CDNS |
Cadence Design Systems Inc
|
9,592 | $3,600,069 | |
| 4 | ADP |
Automatic Data Processing Inc
|
15,133 | $3,389,035 | |
| 5 | SNOW |
Snowflake Inc.
|
12,201 | $3,105,154 | |
| 6 | SHOP |
Shopify Inc.
|
16,441 | $1,877,233 | |
| 7 | INTU |
Intuit Inc.
|
4,445 | $1,160,145 | |
| 8 | TTAN |
ServiceTitan, Inc.
|
15,852 | $1,120,894 |
All Filings in UBER
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,826,500 | 53,028 | Shares | Defined | 2026-08-04 | |
| 2026-03-31 | $4,490,805 | 62,433 | Shares | Defined | 2026-04-27 | |
| 2025-12-31 | $5,494,343 | 67,242 | Shares | Defined | 2026-02-05 | |
| 2025-09-30 | $5,448,699 | 55,616 | Shares | Defined | 2025-10-27 | |
| 2025-06-30 | $5,016,274 | 53,765 | Shares | Defined | 2025-07-15 | |
| 2024-12-31 | $3,353,309 | 55,592 | Shares | Defined | 2025-02-11 | |
| 2024-09-30 | $4,882,393 | 64,960 | Shares | Defined | 2024-11-18 | |
| 2024-06-30 | $4,458,554 | 61,345 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $4,875,006 | 63,320 | Shares | Defined | 2024-08-16 | |
| 2023-12-31 | $3,991,767 | 64,833 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $1,926,751 | 41,895 | Shares | Defined | 2024-08-16 | |
| 2023-06-30 | $952,028 | 22,053 | Shares | Defined | 2024-08-16 | |
| 2023-03-31 | $1,074,693 | 33,902 | Shares | Defined | 2024-08-16 | |
| 2022-12-31 | $575,936 | 23,289 | Shares | Defined | 2024-08-16 | |
| 2022-09-30 | $643,870 | 24,297 | Shares | Defined | 2024-08-16 | |
| 2022-06-30 | $27,702 | 1,354 | Shares | Defined | 2024-08-16 | |
| 2022-03-31 | $40,389 | 1,132 | Shares | Defined | 2024-08-16 | |
| 2021-12-31 | $21,174 | 505 | Shares | Defined | 2024-08-16 | |
| 2021-09-30 | $22,758 | 508 | Shares | Defined | 2024-08-16 | |
| 2021-06-30 | $20,398 | 407 | Shares | Defined | 2024-08-16 | |
| 2021-03-31 | $16,189 | 297 | Shares | Defined | 2024-08-16 | |
| 2020-12-31 | $11,934 | 234 | Shares | Defined | 2024-08-16 | |
| 2020-09-30 | $9,375 | 257 | Shares | Defined | 2024-08-16 | |
| 2020-06-30 | $7,770 | 250 | Shares | Defined | 2024-08-16 | |
| 2020-03-31 | $16,640 | 596 | Shares | Defined | 2024-08-16 | |
| No filing history on record for this holder in this stock. | ||||||