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Equibles

Dakota Wealth Management

Position in UBER — Uber Technologies, Inc

CIK 1631353 PALM BEACH GARDENS, FL
Back to UBER Full portfolio

Position in UBER

as of Jun 30, 2026 · filed Aug 7, 2026
Position Value
$3,347,646
+$1,183,417 QoQ
Shares Held
46,392
+54.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#893
of 2,411 holders
Holding Since
Sep 2020
18 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, 2026

Dakota Wealth Management holds $37,235,822 across 16 Software - Application names. UBER ranks #4 (9.0% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 ADP
Automatic Data Processing Inc
 54,493 $12,203,707
2 CRM
Salesforce, Inc.
 58,961 $9,236,830
3 PAYX
Paychex Inc
 47,839 $4,704,008
4 UBER
Uber Technologies, Inc
This page 		46,392 $3,347,646
5 CDNS
Cadence Design Systems Inc
 5,741 $2,154,712
6 CVLT
Commvault Systems Inc
 5,946 $842,726
7 DT
Dynatrace, Inc.
 18,409 $808,339
8 DOCU
Docusign, Inc.
 17,563 $780,148

All Filings in UBER

Export CSV
18 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $3,347,646 46,392
2026-03-31 $2,164,229 30,088
2025-12-31 $8,224,193 100,651
2025-09-30 $10,065,143 102,737
2025-06-30 $5,491,731 58,861
2025-03-31 $3,530,285 48,453
2024-12-31 $3,079,939 51,060
2024-09-30 $3,701,103 49,243
2024-06-30 $3,892,304 53,554
2024-03-31 $4,012,949 52,123
2023-12-31 $2,372,476 38,533
2023-09-30 $1,182,080 25,703
2023-06-30 $255,781 5,925
2021-09-30 $272,697 6,087
2021-06-30 $1,372,536 27,385
2021-03-31 $1,668,551 30,610
2020-12-31 $1,151,478 22,578
2020-09-30 $795,884 21,817