Position in UBER
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$12,469,784
+$9,592,040 QoQ
Shares Held
173,360
+392.2% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
8 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 Mar 31, 2026Waverly Advisors, LLC holds $98,071,792 across 32 Software - Application names. UBER ranks #2 (12.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRM |
Salesforce, Inc.
|
140,659 | $26,256,815 | |
| 2 | UBER |
Uber Technologies, Inc
This page
|
173,360 | $12,469,784 | |
| 3 | NOW |
ServiceNow, Inc.
|
109,932 | $11,493,390 | |
| 4 | INTU |
Intuit Inc.
|
20,891 | $9,032,850 | |
| 5 | ADBE |
Adobe Inc.
|
29,660 | $7,209,752 | |
| 6 | TYL |
Tyler Technologies Inc
|
12,751 | $4,365,687 | |
| 7 | ROP |
Roper Technologies Inc
|
12,252 | $4,335,492 | |
| 8 | CDNS |
Cadence Design Systems Inc
|
14,334 | $3,982,988 |
All Filings in UBER
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $12,469,784 | 173,360 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $2,877,744 | 35,219 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $2,842,795 | 29,017 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $2,535,147 | 27,172 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,960,225 | 26,904 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,378,372 | 22,851 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $814,584 | 10,838 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $544,445 | 7,491 | Shares | Sole | 2024-08-14 | |
| No filing history on record for this holder in this stock. | ||||||