Teamwork Financial Advisors, LLC
Position in UBER — Uber Technologies, Inc
CIK 1629931
San Antonio, TX
Position in UBER
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$2,212,281
+$111,638 QoQ
Shares Held
30,658
+5.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
#1,016
of 2,397 holders
Holding Since
Jun 2023
13 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 Mar 31, 2026CallValue
$258,948
CallShares
3,600
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, 2026Teamwork Financial Advisors, LLC holds $36,429,226 across 7 Software - Application names. UBER ranks #4 (6.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NOW |
ServiceNow, Inc.
|
154,649 | $15,353,552 | |
| 2 | CDNS |
Cadence Design Systems Inc
|
30,857 | $11,581,249 | |
| 3 | ADBE |
Adobe Inc.
|
15,998 | $3,279,909 | |
| 4 | UBER |
Uber Technologies, Inc
This page
|
30,658 | $2,212,281 | |
| 5 | CRM |
Salesforce, Inc.
|
12,912 | $2,022,793 | |
| 6 | MSTR |
Strategy Inc
|
19,515 | $1,696,438 | |
| 7 | SNOW |
Snowflake Inc.
|
1,112 | $283,004 |
All Filings in UBER
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,212,281 | 30,658 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $2,100,643 | 29,204 | Shares | Sole | 2026-04-09 | |
| 2026-03-31 | $258,948 | 3,600 | Call | Sole | 2026-04-09 | |
| 2025-12-31 | $1,817,557 | 22,244 | Shares | Sole | 2026-01-09 | |
| 2025-12-31 | $294,156 | 3,600 | Call | Sole | 2026-01-09 | |
| 2025-09-30 | $3,571,986 | 36,460 | Shares | Sole | 2025-10-08 | |
| 2025-09-30 | $352,692 | 3,600 | Call | Sole | 2025-10-08 | |
| 2025-06-30 | $429,180 | 4,600 | Call | Sole | 2025-07-07 | |
| 2025-06-30 | $3,131,894 | 33,568 | Shares | Sole | 2025-07-07 | |
| 2025-03-31 | $131,148 | 1,800 | Call | Sole | 2025-04-10 | |
| 2025-03-31 | $15,620,309 | 214,388 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $8,446,730 | 140,032 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $524,391 | 6,977 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $829,860 | 11,418 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $1,296,126 | 16,835 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $1,398,131 | 22,708 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $965,054 | 20,984 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $580,075 | 13,437 | Shares | Sole | 2023-07-17 | |
| No filing history on record for this holder in this stock. | ||||||