Position in UBER
as of Mar 31, 2026
· filed Apr 28, 2026
Position Value
$4,748,171
-$4,949,825 QoQ
Shares Held
66,011
-44.4% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.53%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
21 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, 2026GM Advisory Group, LLC holds $16,632,914 across 10 Software - Application names. UBER ranks #1 (28.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
This page
|
66,011 | $4,748,171 | |
| 2 | SHOP |
Shopify Inc.
|
29,355 | $3,482,090 | |
| 3 | MSTR |
Strategy Inc
|
20,000 | $2,496,000 | |
| 4 | NOW |
ServiceNow, Inc.
|
16,355 | $1,709,915 | |
| 5 | INTU |
Intuit Inc.
|
3,368 | $1,456,255 | |
| 6 | ADP |
Automatic Data Processing Inc
|
4,992 | $1,014,274 | |
| 7 | ADBE |
Adobe Inc.
|
3,038 | $738,477 | |
| 8 | CRM |
Salesforce, Inc.
|
3,185 | $594,543 |
All Filings in UBER
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,748,171 | 66,011 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $9,697,996 | 118,688 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $12,003,284 | 122,520 | Shares | Sole | 2025-11-19 | |
| 2025-06-30 | $11,313,837 | 121,263 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $8,816,424 | 121,005 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $6,394,462 | 106,009 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $7,171,541 | 95,417 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $6,926,331 | 95,299 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $6,410,187 | 83,260 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $3,496,252 | 56,785 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $2,481,942 | 53,967 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $2,412,166 | 55,876 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,052,123 | 33,190 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $640,704 | 25,908 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $1,529,606 | 57,721 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,231,241 | 60,178 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $4,421,287 | 123,915 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $5,146,697 | 122,745 | Shares | Sole | 2022-02-10 | |
| 2021-06-30 | $204,188 | 4,074 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $221,419 | 4,062 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $214,200 | 4,200 | Shares | Sole | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||