Position in UBER
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$757,896
+$244,388 QoQ
Shares Held
10,503
+47.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#1,437
of 2,397 holders
Holding Since
Jun 2020
23 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, 2026Avior Wealth Management, LLC holds $13,021,409 across 13 Software - Application names. UBER ranks #6 (5.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADP |
Automatic Data Processing Inc
|
19,214 | $4,302,975 | |
| 2 | CRM |
Salesforce, Inc.
|
18,465 | $2,892,726 | |
| 3 | SHOP |
Shopify Inc.
|
12,476 | $1,424,509 | |
| 4 | ADSK |
Autodesk, Inc.
|
4,587 | $891,804 | |
| 5 | MSTR |
Strategy Inc
|
8,764 | $761,854 | |
| 6 | UBER |
Uber Technologies, Inc
This page
|
10,503 | $757,896 | |
| 7 | DT |
Dynatrace, Inc.
|
9,517 | $417,891 | |
| 8 | NOW |
ServiceNow, Inc.
|
3,811 | $378,356 |
All Filings in UBER
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $757,896 | 10,503 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $513,508 | 7,139 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $505,703 | 6,189 | Shares | Sole | 2026-01-06 | |
| 2025-03-31 | $297,268 | 4,080 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $1,328,970 | 22,032 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $50,883 | 677 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $154,445 | 2,125 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $241,055 | 3,131 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $2,524 | 41 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $1,885 | 41 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $1,769 | 41 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $1,299 | 41 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $222 | 9 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $238 | 9 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $184 | 9 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $321 | 9 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $377 | 9 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $4,032 | 90 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $4,510 | 90 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $4,905 | 90 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $4,590 | 90 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $3,283 | 90 | Shares | Sole | 2020-10-20 | |
| 2020-06-30 | $2,797 | 90 | Shares | Sole | 2020-07-02 | |
| No filing history on record for this holder in this stock. | ||||||