Position in UBER
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$5,442,884
+$4,326,027 QoQ
Shares Held
75,428
+385.8% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#717
of 2,412 holders
Holding Since
Mar 2020
15 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, 2026Wealthspire Advisors, LLC holds $33,858,836 across 19 Software - Application names. UBER ranks #2 (16.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRM |
Salesforce, Inc.
|
38,180 | $5,981,278 | |
| 2 | UBER |
Uber Technologies, Inc
This page
|
75,428 | $5,442,884 | |
| 3 | NOW |
ServiceNow, Inc.
|
52,188 | $5,181,224 | |
| 4 | SHOP |
Shopify Inc.
|
44,716 | $5,105,672 | |
| 5 | ADP |
Automatic Data Processing Inc
|
12,886 | $2,885,819 | |
| 6 | MSTR |
Strategy Inc
|
21,715 | $1,887,684 | |
| 7 | PAYX |
Paychex Inc
|
13,969 | $1,373,571 | |
| 8 | INTU |
Intuit Inc.
|
4,783 | $1,248,363 |
All Filings in UBER
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,442,884 | 75,428 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $1,116,857 | 15,527 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $1,421,100 | 17,392 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,008,111 | 10,290 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,154,400 | 12,373 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $2,181,865 | 29,946 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $1,570,189 | 26,031 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $1,888,470 | 25,126 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $1,809,223 | 24,893 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $1,904,886 | 24,742 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $1,523,118 | 24,738 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $1,124,363 | 24,448 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $1,030,511 | 23,871 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $699,777 | 22,075 | Shares | Sole | 2023-05-09 | |
| 2020-03-31 | $230,284 | 8,248 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||