EXENCIAL WEALTH ADVISORS, LLC
Position in UBER — Uber Technologies, Inc
CIK 1576151
OKLAHOMA CITY, OK
Position in UBER
as of Mar 31, 2026
· filed Apr 28, 2026
Position Value
$469,630
-$553,215 QoQ
Shares Held
6,529
-47.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
7 quarters on record
Voting authority
Sole 98%
Shared 0%
None 2%
Common Shares in UBER Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Mar 31, 2026EXENCIAL WEALTH ADVISORS, LLC holds $30,285,394 across 13 Software - Application names. UBER ranks #7 (1.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRM |
Salesforce, Inc.
|
47,689 | $8,902,105 | |
| 2 | PAYX |
Paychex Inc
|
78,355 | $7,218,062 | |
| 3 | ADBE |
Adobe Inc.
|
23,332 | $5,671,542 | |
| 4 | SSNC |
SS&C Technologies Holdings Inc
|
46,893 | $3,168,560 | |
| 5 | SAP |
Sap SE
|
17,223 | $2,948,749 | |
| 6 | INTU |
Intuit Inc.
|
1,221 | $527,935 | |
| 7 | UBER |
Uber Technologies, Inc
This page
|
6,529 | $469,630 | |
| 8 | YOU |
Clear Secure, Inc.
|
6,663 | $322,555 |
All Filings in UBER
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $469,630 | 6,529 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $1,022,845 | 12,518 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $1,246,570 | 12,724 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $1,369,923 | 14,683 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $1,236,725 | 16,974 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $468,746 | 7,771 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $212,327 | 2,825 | Shares | Sole | 2024-10-31 | |
| No filing history on record for this holder in this stock. | ||||||