Sowell Financial Services LLC
Position in UBER — Uber Technologies, Inc
CIK 1633697
NORTH LITTLE ROCK, AR
Position in UBER
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$8,714,763
+$746,862 QoQ
Shares Held
120,770
+9.0% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.53%
of 13F equity value
Holder Rank
#577
of 2,392 holders
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in UBER Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Sowell Financial Services LLC holds $18,415,298 across 18 Software - Application names. UBER ranks #1 (47.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
This page
|
120,770 | $8,714,763 | |
| 2 | SHOP |
Shopify Inc.
|
11,424 | $1,304,392 | |
| 3 | CRM |
Salesforce, Inc.
|
7,989 | $1,251,556 | |
| 4 | ADP |
Automatic Data Processing Inc
|
3,891 | $871,389 | |
| 5 | DDOG |
Datadog, Inc.
|
3,055 | $795,399 | |
| 6 | SNOW |
Snowflake Inc.
|
2,493 | $634,468 | |
| 7 | ADBE |
Adobe Inc.
|
3,017 | $618,545 | |
| 8 | CDNS |
Cadence Design Systems Inc
|
1,540 | $577,992 |
All Filings in UBER
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,714,763 | 120,770 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $7,967,901 | 110,773 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $5,954,616 | 72,875 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $5,594,087 | 57,100 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $5,304,664 | 56,856 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $4,092,254 | 56,166 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $2,179,120 | 36,126 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $2,939,883 | 39,115 | Shares | Sole | 2024-10-04 | |
| 2024-06-30 | $2,481,367 | 34,141 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $2,614,503 | 33,959 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $2,120,224 | 34,436 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $1,604,453 | 34,887 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $1,509,784 | 34,973 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $920,726 | 29,045 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $1,212,314 | 49,022 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $873,413 | 32,959 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $579,672 | 28,332 | Shares | Sole | 2022-08-15 | |
| 2021-12-31 | $520,351 | 12,410 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $706,003 | 15,759 | Shares | Sole | 2021-11-04 | |
| 2021-03-31 | $823,046 | 15,099 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $718,029 | 14,079 | Shares | Sole | 2021-01-13 | |
| 2020-09-30 | $462,456 | 12,677 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $335,695 | 10,801 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $176,566 | 6,324 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||