Position in UBER
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$1,138,684
+$73,042 QoQ
Shares Held
15,780
+6.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,264
of 2,408 holders
Holding Since
Mar 2024
10 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 Jun 30, 2026Joel Isaacson & Co., LLC holds $5,480,599 across 10 Software - Application names. UBER ranks #1 (20.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
This page
|
15,780 | $1,138,684 | |
| 2 | ADP |
Automatic Data Processing Inc
|
4,347 | $973,510 | |
| 3 | CRM |
Salesforce, Inc.
|
5,290 | $828,731 | |
| 4 | LSPD |
Lightspeed Commerce Inc.
|
69,286 | $726,810 | |
| 5 | ADSK |
Autodesk, Inc.
|
3,647 | $709,049 | |
| 6 | SAP |
Sap SE
|
1,733 | $267,072 | |
| 7 | SHOP |
Shopify Inc.
|
2,226 | $254,164 | |
| 8 | NOW |
ServiceNow, Inc.
|
2,445 | $242,739 |
All Filings in UBER
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,138,684 | 15,780 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $1,065,642 | 14,815 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $1,124,247 | 13,759 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $1,382,356 | 14,110 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $725,314 | 7,774 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $592,788 | 8,136 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $237,419 | 3,936 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $253,740 | 3,376 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $245,367 | 3,376 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $236,821 | 3,076 | Shares | Sole | 2024-04-30 | |
| No filing history on record for this holder in this stock. | ||||||