Position in UBER
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$10,378,123
+$563,635 QoQ
Shares Held
143,821
+5.4% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.43%
of 13F equity value
Holder Rank
#532
of 2,400 holders
Holding Since
Mar 2020
26 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, 2026IFP Advisors, Inc holds $54,220,149 across 123 Software - Application names. UBER ranks #1 (19.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
This page
|
143,821 | $10,378,123 | |
| 2 | NOW |
ServiceNow, Inc.
|
78,294 | $7,773,028 | |
| 3 | CRM |
Salesforce, Inc.
|
34,622 | $5,423,882 | |
| 4 | SNOW |
Snowflake Inc.
|
19,978 | $5,084,401 | |
| 5 | ADBE |
Adobe Inc.
|
23,740 | $4,867,174 | |
| 6 | RNG |
RingCentral, Inc.
|
99,068 | $3,861,670 | |
| 7 | DDOG |
Datadog, Inc.
|
11,802 | $3,072,768 | |
| 8 | ADP |
Automatic Data Processing Inc
|
8,843 | $1,980,389 |
All Filings in UBER
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,378,123 | 143,821 | Shares | Sole | 2026-07-20 | |
| 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 | 2023-08-04 | |
| 2023-03-31 | $672,325 | 21,209 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $1,435 | 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 | $717,382 | 20,106 | Shares | Sole | 2022-08-08 | |
| 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. | ||||||