Position in UBER
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$939,451
-$26,856 QoQ
Shares Held
13,019
-3.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#1,338
of 2,392 holders
Holding Since
Mar 2021
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 Jun 30, 2026Dynamic Advisor Solutions LLC holds $16,705,372 across 16 Software - Application names. UBER ranks #6 (5.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRM |
Salesforce, Inc.
|
21,591 | $3,382,446 | |
| 2 | INTU |
Intuit Inc.
|
12,571 | $3,281,031 | |
| 3 | CDNS |
Cadence Design Systems Inc
|
4,645 | $1,743,361 | |
| 4 | ADBE |
Adobe Inc.
|
5,149 | $1,055,647 | |
| 5 | ROP |
Roper Technologies Inc
|
2,800 | $947,492 | |
| 6 | UBER |
Uber Technologies, Inc
This page
|
13,019 | $939,451 | |
| 7 | RSSS |
Research Solutions, Inc.
|
365,599 | $848,189 | |
| 8 | MSTR |
Strategy Inc
|
9,266 | $805,493 |
All Filings in UBER
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $939,451 | 13,019 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $966,307 | 13,434 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $1,096,466 | 13,419 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $1,738,673 | 17,747 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $1,120,439 | 12,009 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $942,881 | 12,941 | Shares | Sole | 2025-04-17 | |
| 2024-09-30 | $1,116,351 | 14,853 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $1,023,988 | 14,089 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $1,018,731 | 13,232 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $784,586 | 12,743 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $567,884 | 12,348 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $522,141 | 12,095 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $436,540 | 13,771 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $347,159 | 14,038 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $408,656 | 15,421 | Shares | Sole | 2022-10-20 | |
| 2022-06-30 | $309,641 | 15,134 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $589,576 | 16,524 | Shares | Sole | 2022-04-11 | |
| 2021-12-31 | $296,235 | 7,065 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $347,379 | 7,754 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $284,631 | 5,679 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $283,233 | 5,196 | Shares | Sole | 2021-04-27 | |
| No filing history on record for this holder in this stock. | ||||||