Dakota Wealth Management
Position in UBER — Uber Technologies, Inc
CIK 1631353
PALM BEACH GARDENS, FL
Position in UBER
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$2,164,229
-$6,059,964 QoQ
Shares Held
30,088
-70.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2020
17 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 Mar 31, 2026Dakota Wealth Management holds $11,517,589 across 14 Software - Application names. UBER ranks #1 (18.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
This page
|
30,088 | $2,164,229 | |
| 2 | CRM |
Salesforce, Inc.
|
9,666 | $1,804,352 | |
| 3 | CDNS |
Cadence Design Systems Inc
|
5,932 | $1,648,324 | |
| 4 | ADBE |
Adobe Inc.
|
3,704 | $900,368 | |
| 5 | DOCU |
Docusign, Inc.
|
18,058 | $856,129 | |
| 6 | NOW |
ServiceNow, Inc.
|
7,901 | $826,049 | |
| 7 | SHOP |
Shopify Inc.
|
6,440 | $763,912 | |
| 8 | ADP |
Automatic Data Processing Inc
|
3,556 | $722,508 |
All Filings in UBER
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,164,229 | 30,088 | Shares | Defined | 2026-05-07 | |
| 2025-12-31 | $8,224,193 | 100,651 | Shares | Defined | 2026-01-13 | |
| 2025-09-30 | $10,065,143 | 102,737 | Shares | Defined | 2025-11-10 | |
| 2025-06-30 | $5,491,731 | 58,861 | Shares | Defined | 2025-07-16 | |
| 2025-03-31 | $3,530,285 | 48,453 | Shares | Defined | 2025-05-02 | |
| 2024-12-31 | $3,079,939 | 51,060 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $3,701,103 | 49,243 | Shares | Defined | 2024-10-23 | |
| 2024-06-30 | $3,892,304 | 53,554 | Shares | Defined | 2024-07-22 | |
| 2024-03-31 | $4,012,949 | 52,123 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $2,372,476 | 38,533 | Shares | Defined | 2024-01-30 | |
| 2023-09-30 | $1,182,080 | 25,703 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $255,781 | 5,925 | Shares | Other | 2023-07-31 | |
| 2021-09-30 | $272,697 | 6,087 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,372,536 | 27,385 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $1,668,551 | 30,610 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $1,151,478 | 22,578 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $795,884 | 21,817 | Shares | Sole | 2020-11-04 | |
| No filing history on record for this holder in this stock. | ||||||