Position in UBER
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$4,433,438
-$409,105 QoQ
Shares Held
61,439
-8.7% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#198
of 892 holders
Holding Since
Jun 2020
25 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in UBER Over Time
Shares Held
Position Value (USD)
Derivatives in UBER
reported options exposure · as of Jun 30, 2025CallValue
$233,250
CallShares
2,500
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Software - Application
Technology · as of Jun 30, 2026Sequoia Financial Advisors, LLC holds $99,948,699 across 55 Software - Application names. UBER ranks #4 (4.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRM |
Salesforce, Inc.
|
191,112 | $29,939,605 | |
| 2 | SNOW |
Snowflake Inc.
|
39,598 | $10,077,691 | |
| 3 | CDNS |
Cadence Design Systems Inc
|
16,776 | $6,296,368 | |
| 4 | UBER |
Uber Technologies, Inc
This page
|
61,439 | $4,433,438 | |
| 5 | DT |
Dynatrace, Inc.
|
100,563 | $4,415,721 | |
| 6 | NOW |
ServiceNow, Inc.
|
36,290 | $3,602,871 | |
| 7 | ROP |
Roper Technologies Inc
|
10,295 | $3,483,725 | |
| 8 | ADBE |
Adobe Inc.
|
16,753 | $3,434,700 |
All Filings in UBER
Export CSV
29 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,433,438 | 61,439 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $4,842,543 | 67,323 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $4,841,480 | 59,252 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $5,425,970 | 55,384 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $4,689,537 | 50,263 | Shares | Sole | 2025-07-25 | |
| 2025-06-30 | $233,250 | 2,500 | Call | Sole | 2025-07-25 | |
| 2025-03-31 | $3,546,970 | 48,682 | Shares | Sole | 2025-04-23 | |
| 2025-03-31 | $14,572 | 200 | Call | Sole | 2025-04-23 | |
| 2024-12-31 | $2,859,409 | 47,404 | Shares | Sole | 2025-08-08 | |
| 2024-09-30 | $3,944,171 | 52,477 | Shares | Sole | 2024-10-21 | |
| 2024-09-30 | $15,032 | 200 | Call | Sole | 2024-10-21 | |
| 2024-06-30 | $3,646,355 | 50,170 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $3,869,132 | 50,255 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $3,325,703 | 54,015 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $2,532,899 | 55,075 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $2,549,490 | 59,057 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $852,603 | 26,896 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $706,016 | 28,549 | Shares | Sole | 2023-02-10 | |
| 2022-12-31 | $17,311 | 700 | Call | Sole | 2023-02-10 | |
| 2022-09-30 | $642,042 | 24,228 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $641,502 | 31,354 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $10,278,373 | 288,071 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $10,996,981 | 262,270 | Shares | Sole | 2022-02-22 | |
| 2021-09-30 | $3,241,145 | 72,347 | Shares | Sole | 2021-10-26 | |
| 2021-06-30 | $7,662,195 | 152,877 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $7,040,620 | 129,162 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $5,892,591 | 115,541 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $4,017,214 | 110,121 | Shares | Sole | 2020-10-23 | |
| 2020-06-30 | $209,976 | 6,756 | Shares | Sole | 2020-08-25 | |
| No filing history on record for this holder in this stock. | ||||||