Perigon Wealth Management, LLC
Position in UBER — Uber Technologies, Inc
CIK 1575239
SAN FRANCISCO, CA
Position in UBER
as of Mar 31, 2026
· filed Apr 10, 2026
Position Value
$4,242,503
-$2,831,458 QoQ
Shares Held
58,981
-31.9% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
17 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in UBER Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Mar 31, 2026Perigon Wealth Management, LLC holds $36,800,075 across 28 Software - Application names. UBER ranks #3 (11.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRM |
Salesforce, Inc.
|
37,804 | $7,056,872 | |
| 2 | NOW |
ServiceNow, Inc.
|
53,730 | $5,617,471 | |
| 3 | UBER |
Uber Technologies, Inc
This page
|
58,981 | $4,242,503 | |
| 4 | ADP |
Automatic Data Processing Inc
|
18,820 | $3,823,847 | |
| 5 | SAP |
Sap SE
|
12,190 | $2,087,049 | |
| 6 | INTU |
Intuit Inc.
|
4,349 | $1,880,420 | |
| 7 | SNOW |
Snowflake Inc.
|
8,304 | $1,252,409 | |
| 8 | ADBE |
Adobe Inc.
|
4,708 | $1,144,420 |
All Filings in UBER
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,242,503 | 58,981 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $7,073,961 | 86,574 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $9,278,542 | 94,708 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $7,735,782 | 82,913 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $5,905,885 | 81,058 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $4,885,316 | 80,990 | Shares | Sole | 2025-01-22 | |
| 2024-06-30 | $4,221,254 | 58,080 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $4,545,720 | 59,043 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $4,139,289 | 67,229 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $2,194,458 | 47,716 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $4,679,584 | 108,399 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $235,467 | 7,428 | Shares | Sole | 2023-05-03 | |
| 2022-09-30 | $303,902 | 11,468 | Shares | Sole | 2022-12-13 | |
| 2022-03-31 | $342,956 | 9,612 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $528,695 | 12,609 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $259,347 | 5,789 | Shares | Sole | 2021-11-01 | |
| 2020-12-31 | $97,104 | 1,904 | Shares | Sole | 2021-01-28 | |
| No filing history on record for this holder in this stock. | ||||||