Position in UBER
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$13,920,529
-$225,800 QoQ
Shares Held
192,912
-1.9% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
1.02%
of 13F equity value
Holder Rank
#463
of 2,397 holders
Holding Since
Sep 2020
16 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, 2026LYELL WEALTH MANAGEMENT, LP holds $89,276,281 across 10 Software - Application names. UBER ranks #4 (15.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CDNS |
Cadence Design Systems Inc
|
52,693 | $19,776,736 | |
| 2 | SHOP |
Shopify Inc.
|
167,421 | $19,116,129 | |
| 3 | SNOW |
Snowflake Inc.
|
57,775 | $14,703,737 | |
| 4 | UBER |
Uber Technologies, Inc
This page
|
192,912 | $13,920,529 | |
| 5 | NOW |
ServiceNow, Inc.
|
91,809 | $9,114,797 | |
| 6 | INTU |
Intuit Inc.
|
21,838 | $5,699,718 | |
| 7 | GWRE |
Guidewire Software, Inc.
|
26,780 | $3,295,279 | |
| 8 | WDAY |
Workday, Inc.
|
16,125 | $1,974,022 |
All Filings in UBER
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,920,529 | 192,912 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $14,146,329 | 196,668 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $16,079,057 | 196,782 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $18,459,017 | 188,415 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $17,344,936 | 185,905 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $12,849,953 | 176,365 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $9,838,312 | 163,102 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $10,230,478 | 136,116 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $9,058,980 | 124,642 | Shares | Sole | 2024-08-08 | |
| 2022-03-31 | $272,952 | 7,650 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $320,764 | 7,650 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $611,520 | 13,650 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $583,898 | 11,650 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $635,041 | 11,650 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $594,150 | 11,650 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $424,992 | 11,650 | Shares | Sole | 2020-11-04 | |
| No filing history on record for this holder in this stock. | ||||||