Position in UBER
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$437,433
+$173,594 QoQ
Shares Held
6,062
+65.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#1,669
of 2,400 holders
Holding Since
Mar 2020
17 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in UBER Over Time
Shares Held
Position Value (USD)
Derivatives in UBER
reported options exposure · as of Dec 31, 2020CallValue
$51,000
CallShares
1,000
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, 2026West Family Investments, Inc. holds $6,294,647 across 15 Software - Application names. UBER ranks #7 (6.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADP |
Automatic Data Processing Inc
|
3,051 | $683,271 | |
| 2 | SAP |
Sap SE
|
4,255 | $655,738 | |
| 3 | INTU |
Intuit Inc.
|
2,211 | $577,071 | |
| 4 | SSNC |
SS&C Technologies Holdings Inc
|
8,971 | $556,650 | |
| 5 | SHOP |
Shopify Inc.
|
4,378 | $499,880 | |
| 6 | SNOW |
Snowflake Inc.
|
1,870 | $475,915 | |
| 7 | UBER |
Uber Technologies, Inc
This page
|
6,062 | $437,433 | |
| 8 | NOW |
ServiceNow, Inc.
|
4,202 | $417,174 |
All Filings in UBER
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $437,433 | 6,062 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $263,839 | 3,668 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $652,290 | 7,983 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $802,472 | 8,191 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $745,280 | 7,988 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $274,682 | 3,770 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $344,427 | 5,710 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $435,326 | 5,792 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $296,389 | 4,078 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $313,965 | 4,078 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $251,082 | 4,078 | Shares | Sole | 2024-02-06 | |
| 2021-12-31 | $246,716 | 5,884 | Shares | Sole | 2022-02-15 | |
| 2021-03-31 | $1,639,388 | 30,075 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $51,000 | 1,000 | Call | Sole | 2021-02-16 | |
| 2020-12-31 | $1,530,000 | 30,000 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $36,480 | 1,000 | Call | Sole | 2020-11-12 | |
| 2020-06-30 | $31,080 | 1,000 | Call | Sole | 2020-08-12 | |
| 2020-03-31 | $27,920 | 1,000 | Call | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||