Position in UBER
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$345,574
-$10,407 QoQ
Shares Held
4,789
-3.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#1,784
of 2,397 holders
Holding Since
Sep 2024
6 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, 2026Klingman & Associates, LLC holds $20,640,495 across 7 Software - Application names. UBER ranks #4 (1.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DDOG |
Datadog, Inc.
|
67,523 | $17,580,288 | |
| 2 | ADP |
Automatic Data Processing Inc
|
6,689 | $1,498,001 | |
| 3 | NOW |
ServiceNow, Inc.
|
3,828 | $380,043 | |
| 4 | UBER |
Uber Technologies, Inc
This page
|
4,789 | $345,574 | |
| 5 | CRM |
Salesforce, Inc.
|
1,897 | $297,184 | |
| 6 | CDNS |
Cadence Design Systems Inc
|
783 | $293,875 | |
| 7 | PAYX |
Paychex Inc
|
2,497 | $245,530 |
All Filings in UBER
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $345,574 | 4,789 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $355,981 | 4,949 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $370,799 | 4,538 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $475,644 | 4,855 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $416,584 | 4,465 | Shares | Sole | 2025-07-30 | |
| 2024-09-30 | $379,107 | 5,044 | Shares | Sole | 2024-11-01 | |
| No filing history on record for this holder in this stock. | ||||||