Position in UBER
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$631,327
-$1,280,140 QoQ
Shares Held
8,749
-67.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,513
of 2,397 holders
Holding Since
Dec 2020
18 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, 2026Coastal Bridge Advisors, LLC holds $9,966,932 across 9 Software - Application names. UBER ranks #6 (6.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRM |
Salesforce, Inc.
|
13,476 | $2,111,150 | |
| 2 | INTU |
Intuit Inc.
|
7,422 | $1,937,142 | |
| 3 | QNT |
Quantinuum Inc.
|
22,180 | $1,812,993 | |
| 4 | ADP |
Automatic Data Processing Inc
|
7,992 | $1,789,808 | |
| 5 | PAYX |
Paychex Inc
|
9,013 | $886,248 | |
| 6 | UBER |
Uber Technologies, Inc
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|
8,749 | $631,327 | |
| 7 | NAVN |
Navan, Inc.
|
16,163 | $369,647 | |
| 8 | WDAY |
Workday, Inc.
|
2,967 | $363,220 |
All Filings in UBER
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $631,327 | 8,749 | Shares | Sole | 2026-08-17 | |
| 2026-03-31 | $1,911,467 | 26,574 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $2,079,192 | 25,446 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $2,400,265 | 24,500 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $647,968 | 6,945 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $468,344 | 6,428 | Shares | Sole | 2025-08-25 | |
| 2024-12-31 | $329,286 | 5,459 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $387,750 | 5,159 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $374,956 | 5,159 | Shares | Sole | 2024-08-16 | |
| 2024-03-31 | $397,191 | 5,159 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $317,639 | 5,159 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $234,273 | 5,094 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $219,907 | 5,094 | Shares | Sole | 2023-08-17 | |
| 2021-12-31 | $427,182 | 10,188 | Shares | Sole | 2022-05-20 | |
| 2021-09-30 | $228,211 | 5,094 | Shares | Sole | 2022-05-20 | |
| 2021-06-30 | $255,311 | 5,094 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $277,673 | 5,094 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $259,794 | 5,094 | Shares | Sole | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||