KESTRA PRIVATE WEALTH SERVICES, LLC
Position in UBER — Uber Technologies, Inc
CIK 1649451
AUSTIN, TX
Position in UBER
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$12,556,705
+$287,174 QoQ
Shares Held
174,012
+2.0% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#106
of 892 holders
Holding Since
Sep 2020
24 quarters on record
Common Shares in UBER Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026KESTRA PRIVATE WEALTH SERVICES, LLC holds $66,645,809 across 28 Software - Application names. UBER ranks #1 (18.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
This page
|
174,012 | $12,556,705 | |
| 2 | CRM |
Salesforce, Inc.
|
66,761 | $10,458,778 | |
| 3 | CDNS |
Cadence Design Systems Inc
|
17,896 | $6,716,726 | |
| 4 | ADP |
Automatic Data Processing Inc
|
26,980 | $6,042,171 | |
| 5 | SHOP |
Shopify Inc.
|
44,719 | $5,106,015 | |
| 6 | DDOG |
Datadog, Inc.
|
14,197 | $3,696,330 | |
| 7 | INTU |
Intuit Inc.
|
14,085 | $3,676,185 | |
| 8 | MSTR |
Strategy Inc
|
33,625 | $2,923,021 |
All Filings in UBER
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,556,705 | 174,012 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $12,269,531 | 170,576 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $12,942,046 | 158,390 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $18,718,442 | 191,063 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $17,208,718 | 184,445 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $13,109,626 | 179,929 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $7,611,660 | 126,188 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $10,132,545 | 134,813 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $8,925,467 | 122,805 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $7,248,146 | 94,144 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $6,407,220 | 104,064 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $4,603,323 | 100,094 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $3,738,306 | 86,595 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $2,152,620 | 67,906 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $1,646,325 | 66,572 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $1,168,517 | 44,095 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $926,572 | 45,287 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $1,578,982 | 44,254 | Shares | Sole | 2022-07-21 | |
| 2021-12-31 | $1,847,687 | 44,066 | Shares | Sole | 2022-07-21 | |
| 2021-09-30 | $1,665,126 | 37,168 | Shares | Sole | 2022-07-26 | |
| 2021-06-30 | $1,647,895 | 32,879 | Shares | Sole | 2022-07-27 | |
| 2021-03-31 | $985,758 | 18,084 | Shares | Sole | 2022-07-27 | |
| 2020-12-31 | $719,763 | 14,113 | Shares | Sole | 2022-07-28 | |
| 2020-09-30 | $636,685 | 17,453 | Shares | Sole | 2022-07-28 | |
| No filing history on record for this holder in this stock. | ||||||