OneDigital Investment Advisors LLC
Position in UBER — Uber Technologies, Inc
CIK 1690370
OVERLAND PARK, KS
Position in UBER
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$2,541,475
-$33,834 QoQ
Shares Held
35,220
-1.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#977
of 2,392 holders
Holding Since
Sep 2020
23 quarters on record
Voting authority
Sole 7%
Shared 0%
None 93%
Common Shares in UBER Over Time
Shares Held
Position Value (USD)
Derivatives in UBER
reported options exposure · as of Mar 31, 2026CallValue
$0
CallShares
0
PutValue
$50,351
PutShares
700
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Software - Application
Technology · as of Jun 30, 2026OneDigital Investment Advisors LLC holds $32,638,255 across 22 Software - Application names. UBER ranks #3 (7.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NOW |
ServiceNow, Inc.
|
100,628 | $9,990,347 | |
| 2 | PAYX |
Paychex Inc
|
48,723 | $4,790,932 | |
| 3 | UBER |
Uber Technologies, Inc
This page
|
35,220 | $2,541,475 | |
| 4 | ADP |
Automatic Data Processing Inc
|
8,264 | $1,850,722 | |
| 5 | SHOP |
Shopify Inc.
|
15,988 | $1,825,509 | |
| 6 | WK |
Workiva Inc
|
35,994 | $1,746,068 | |
| 7 | ADBE |
Adobe Inc.
|
7,421 | $1,521,453 | |
| 8 | CRM |
Salesforce, Inc.
|
8,824 | $1,382,367 |
All Filings in UBER
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,541,475 | 35,220 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $50,351 | 700 | Put | Sole | 2026-05-08 | |
| 2026-03-31 | $2,575,309 | 35,803 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $1,857,513 | 22,733 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $2,316,010 | 23,640 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $2,101,302 | 22,522 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $1,634,031 | 22,427 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $1,515,178 | 25,119 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $3,931,318 | 52,306 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $3,984,899 | 54,828 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $3,262,143 | 42,371 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $2,717,515 | 44,137 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $1,856,156 | 40,360 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,744,456 | 40,409 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $1,940,959 | 61,229 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $419,025 | 16,944 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $269,266 | 10,161 | Shares | Sole | 2022-11-08 | |
| 2022-03-31 | $305,920 | 8,574 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $297,786 | 7,102 | Shares | Sole | 2022-02-23 | |
| 2021-09-30 | $349,619 | 7,804 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $390,434 | 7,790 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $398,849 | 7,317 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $344,403 | 6,753 | Shares | Sole | 2021-02-08 | |
| 2020-12-31 | $173,400 | 3,400 | Call | Sole | 2021-02-08 | |
| 2020-09-30 | $188,784 | 5,175 | Shares | Sole | 2020-10-09 | |
| 2020-09-30 | $14,000 | 4,400 | Call | Sole | 2020-10-09 | |
| No filing history on record for this holder in this stock. | ||||||