Position in UBER
as of Mar 31, 2026
· filed Apr 13, 2026
Position Value
$9,814,488
+$4,767,507 QoQ
Shares Held
136,445
+120.9% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.48%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in UBER Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Mar 31, 2026IFP Advisors, Inc holds $46,136,996 across 126 Software - Application names. UBER ranks #1 (21.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
This page
|
136,445 | $9,814,488 | |
| 2 | CRM |
Salesforce, Inc.
|
31,538 | $5,887,198 | |
| 3 | NOW |
ServiceNow, Inc.
|
54,735 | $5,722,544 | |
| 4 | ADBE |
Adobe Inc.
|
22,926 | $5,572,852 | |
| 5 | ADP |
Automatic Data Processing Inc
|
15,876 | $3,225,685 | |
| 6 | SNOW |
Snowflake Inc.
|
15,242 | $2,298,798 | |
| 7 | INTU |
Intuit Inc.
|
4,087 | $1,767,137 | |
| 8 | ROP |
Roper Technologies Inc
|
4,732 | $1,674,465 |
All Filings in UBER
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $9,814,488 | 136,445 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $5,046,981 | 61,767 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $5,312,325 | 54,224 | Shares | Sole | 2026-02-06 | |
| 2025-06-30 | $4,814,559 | 51,603 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $2,949,809 | 40,486 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $2,079,652 | 34,477 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $1,910,266 | 25,416 | Shares | Sole | 2025-02-04 | |
| 2024-06-30 | $1,878,705 | 25,849 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $1,875,784 | 24,364 | Shares | Sole | 2024-07-30 | |
| 2023-12-31 | $1,558,582 | 25,314 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $1,262,241 | 27,446 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $863,529 | 20,003 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $672,325 | 21,209 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $849,030 | 34,332 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $920,716 | 34,744 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $673,277 | 32,907 | Shares | Sole | 2022-09-06 | |
| 2022-03-31 | $1,174,121 | 32,907 | Shares | Sole | 2022-09-06 | |
| 2021-12-31 | $595,867 | 14,211 | Shares | Sole | 2022-01-12 | |
| 2021-09-30 | $409,920 | 9,150 | Shares | Sole | 2021-10-06 | |
| 2021-06-30 | $342,520 | 6,834 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $455,703 | 8,360 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $391,425 | 7,675 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $163,904 | 4,493 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $125,314 | 4,032 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $151,689 | 5,433 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||