Position in UBER
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$3,583,753
-$193,865 QoQ
Shares Held
49,664
-5.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
#861
of 2,397 holders
Holding Since
Sep 2020
24 quarters on record
Voting authority
Sole 71%
Shared 0%
None 29%
Common Shares in UBER Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Capital Analysts, LLC holds $6,987,914 across 27 Software - Application names. UBER ranks #1 (51.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
This page
|
49,664 | $3,583,753 | |
| 2 | CRM |
Salesforce, Inc.
|
5,611 | $879,018 | |
| 3 | NOW |
ServiceNow, Inc.
|
5,221 | $514,869 | |
| 4 | CDNS |
Cadence Design Systems Inc
|
1,063 | $398,965 | |
| 5 | TYL |
Tyler Technologies Inc
|
1,270 | $371,424 | |
| 6 | ADBE |
Adobe Inc.
|
1,644 | $337,052 | |
| 7 | ADP |
Automatic Data Processing Inc
|
1,153 | $258,213 | |
| 8 | SAP |
Sap SE
|
1,243 | $191,557 |
All Filings in UBER
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,583,753 | 49,664 | Shares | Defined | 2026-08-05 | |
| 2026-03-31 | $3,777,618 | 52,518 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $4,599,291 | 56,288 | Shares | Defined | 2026-05-15 | |
| 2025-09-30 | $5,720,468 | 58,390 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $5,456,556 | 58,484 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $4,244,313 | 58,253 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $16,346 | 271 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $11,349 | 151 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $65,266 | 898 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $66,827 | 868 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $47,470 | 771 | Shares | Defined | 2024-01-30 | |
| 2023-09-30 | $35,458 | 771 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $33,284 | 771 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $24,440 | 771 | Shares | Defined | 2023-05-05 | |
| 2022-12-31 | $19,066 | 771 | Shares | Defined | 2023-02-08 | |
| 2022-09-30 | $24,088 | 909 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $15,774 | 771 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $34,645 | 971 | Shares | Defined | 2022-05-12 | |
| 2021-12-31 | $44,907 | 1,071 | Shares | Defined | 2022-02-10 | |
| 2021-09-30 | $47,980 | 1,071 | Shares | Defined | 2021-11-04 | |
| 2021-06-30 | $76,433 | 1,525 | Shares | Defined | 2021-11-15 | |
| 2021-03-31 | $94,029 | 1,725 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $62,475 | 1,225 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $44,688 | 1,225 | Shares | Sole | 2020-11-12 | |
| No filing history on record for this holder in this stock. | ||||||