Position in UBER
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$84,796,442
+$835,360 QoQ
Shares Held
1,175,117
+0.7% QoQ
Ownership
0.058%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#163
of 2,408 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 71%
Shared 9%
None 19%
Common Shares in UBER Over Time
Shares Held
Position Value (USD)
Derivatives in UBER
reported options exposure · as of Jun 30, 2026CallValue
$57,728
CallShares
800
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, 2026Cerity Partners LLC holds $808,116,666 across 93 Software - Application names. UBER ranks #1 (10.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
This page
|
1,175,117 | $84,796,442 | |
| 2 | NOW |
ServiceNow, Inc.
|
604,392 | $60,004,037 | |
| 3 | CRM |
Salesforce, Inc.
|
380,070 | $59,541,765 | |
| 4 | ADP |
Automatic Data Processing Inc
|
246,431 | $55,188,221 | |
| 5 | DDOG |
Datadog, Inc.
|
192,403 | $50,094,044 | |
| 6 | PAYX |
Paychex Inc
|
476,046 | $46,809,602 | |
| 7 | INTU |
Intuit Inc.
|
160,046 | $41,772,006 | |
| 8 | ADBE |
Adobe Inc.
|
197,288 | $40,447,984 |
All Filings in UBER
Export CSV
28 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $57,728 | 800 | Call | Sole | 2026-08-14 | |
| 2026-06-30 | $84,796,442 | 1,175,117 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $57,544 | 800 | Call | Sole | 2026-05-15 | |
| 2026-03-31 | $83,961,082 | 1,167,261 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $86,046,022 | 1,053,066 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $98,493,551 | 1,005,344 | Shares | Other | 2025-10-22 | |
| 2025-06-30 | $92,277,152 | 989,037 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $59,315,836 | 814,107 | Shares | Defined | 2025-04-30 | |
| 2024-12-31 | $34,525,177 | 572,367 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $32,334,282 | 430,206 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $22,982,651 | 316,217 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $20,541,701 | 266,810 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $11,601,942 | 188,435 | Shares | Other | 2024-01-26 | |
| 2023-09-30 | $5,351,396 | 116,360 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $6,664,152 | 154,370 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $4,505,774 | 142,138 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $3,447,188 | 139,393 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $1,146,814 | 43,276 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $829,571 | 40,546 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $1,042,355 | 29,214 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $1,188,589 | 28,347 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,217,574 | 27,178 | Shares | Sole | 2021-10-25 | |
| 2021-06-30 | $977,891 | 19,511 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $917,839 | 16,838 | Shares | Sole | 2021-08-11 | |
| 2020-12-31 | $810,849 | 15,899 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $558,144 | 15,300 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $414,358 | 13,332 | Shares | Sole | 2020-08-17 | |
| 2020-03-31 | $1,767,084 | 63,291 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||