Position in UBER
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$18,432,983
-$686,082 QoQ
Shares Held
255,446
-3.9% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#391
of 2,400 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 7%
Shared 0%
None 93%
Common Shares in UBER Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026NewEdge Advisors, LLC holds $145,470,364 across 86 Software - Application names. UBER ranks #2 (12.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADP |
Automatic Data Processing Inc
|
94,658 | $21,198,659 | |
| 2 | UBER |
Uber Technologies, Inc
This page
|
255,446 | $18,432,983 | |
| 3 | NOW |
ServiceNow, Inc.
|
150,324 | $14,924,166 | |
| 4 | CRM |
Salesforce, Inc.
|
90,082 | $14,112,246 | |
| 5 | SHOP |
Shopify Inc.
|
88,161 | $10,066,222 | |
| 6 | INTU |
Intuit Inc.
|
26,904 | $7,021,944 | |
| 7 | SNOW |
Snowflake Inc.
|
26,076 | $6,636,342 | |
| 8 | MSTR |
Strategy Inc
|
73,145 | $6,205,575 |
All Filings in UBER
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $18,432,983 | 255,446 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $19,119,065 | 265,801 | Shares | Sole | 2026-06-03 | |
| 2025-12-31 | $26,636,397 | 325,987 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $34,803,940 | 355,251 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $40,260,722 | 431,519 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $27,666,253 | 379,718 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $13,536,049 | 224,404 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $15,173,150 | 201,878 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $12,843,500 | 176,713 | Shares | Sole | 2024-08-16 | |
| 2024-03-31 | $9,689,730 | 125,857 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $3,677,145 | 59,723 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $2,319,505 | 50,435 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $2,234,651 | 51,764 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,463,050 | 46,153 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $1,174,032 | 47,474 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,393,820 | 52,597 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,196,296 | 58,470 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $2,509,659 | 70,338 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $2,652,282 | 63,255 | Shares | Sole | 2022-02-17 | |
| 2021-09-30 | $1,046,751 | 23,365 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $2,655,056 | 52,974 | Shares | Sole | 2021-07-22 | |
| 2021-03-31 | $3,255,827 | 59,729 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $2,667,861 | 52,311 | Shares | Sole | 2021-01-27 | |
| 2020-09-30 | $708,149 | 19,412 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $430,830 | 13,862 | Shares | Sole | 2020-07-29 | |
| 2020-03-31 | $538,465 | 19,286 | Shares | Sole | 2020-05-04 | |
| No filing history on record for this holder in this stock. | ||||||