FLAGSHIP HARBOR ADVISORS, LLC

Position in UBER — Uber Technologies, Inc

CIK 1691766 BOSTON, MA

Position in UBER

as of Jun 30, 2026 · filed Jul 22, 2026 Compact

Position Value

$1,841,378

-$418,518 QoQ

Shares Held

25,518

-18.8% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.22%

of 13F equity value

Holder Rank

#1,068

of 2,389 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

FLAGSHIP HARBOR ADVISORS, LLC holds $13,031,445 across 9 Software - Application names. UBER ranks #2 (14.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SHOP	Shopify Inc.	44,150	$5,041,047
2	UBER	Uber Technologies, Inc This page	25,518	$1,841,378
3	NOW	ServiceNow, Inc.	16,245	$1,612,803
4	ADBE	Adobe Inc.	6,435	$1,319,303
5	CRM	Salesforce, Inc.	7,675	$1,202,365
6	INTU	Intuit Inc.	4,027	$1,051,047
7	PAYX	Paychex Inc	3,803	$373,948
8	ADP	Automatic Data Processing Inc	1,635	$366,158

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,841,378	25,518	-18.8%	Shares	Sole	2026-07-22
2026-03-31	$2,259,896	31,418	+5.1%	Shares	Sole	2026-04-28
2025-12-31	$2,443,129	29,900	-16.0%	Shares	Sole	2026-01-21
2025-09-30	$3,485,380	35,576	-0.6%	Shares	Sole	2025-11-05
2025-06-30	$3,338,274	35,780	+1.5%	Shares	Sole	2025-08-04
2025-03-31	$2,567,367	35,237	+24.1%	Shares	Sole	2025-04-22
2024-12-31	$1,712,545	28,391	+62.4%	Shares	Sole	2025-01-21
2024-09-30	$1,313,947	17,482	-10.7%	Shares	Sole	2024-10-21
2024-06-30	$1,423,365	19,584	+19.0%	Shares	Sole	2025-12-02
2024-03-31	$1,267,024	16,457	+13.2%	Shares	Sole	2024-04-16
2023-12-31	$895,166	14,539	+21.9%	Shares	Sole	2024-01-10
2023-09-30	$548,384	11,924	-0.5%	Shares	Sole	2023-10-17
2023-06-30	$517,349	11,984	+0.1%	Shares	Sole	2023-07-11
2023-03-31	$379,575	11,974	-2.9%	Shares	Sole	2023-04-12
2022-12-31	$304,896	12,329	-10.0%	Shares	Sole	2023-01-13
2022-09-30	$363,156	13,704	+10.8%	Shares	Sole	2022-10-13
2022-06-30	$253,008	12,366	-10.3%	Shares	Sole	2022-07-13
2022-03-31	$492,098	13,792	+3.2%	Shares	Sole	2022-04-13
2021-12-31	$560,268	13,362	+152.6%	Shares	Sole	2022-02-17
2021-09-30	$236,947	5,289	0.0%	Shares	Sole	2021-11-01
2021-06-30	$265,084	5,289	-10.8%	Shares	Sole	2021-07-26
2021-03-31	$323,189	5,929	+28.7%	Shares	Sole	2021-05-03
2020-12-31	$235,008	4,608	+170.6%	Shares	Sole	2021-02-08
2020-09-30	$62,125	1,703	-5.3%	Shares	Sole	2020-10-13
2020-06-30	$55,912	1,799	-46.2%	Shares	Sole	2020-07-31
2020-03-31	$93,308	3,342	—	Shares	Sole	2020-05-12
No filing history on record for this holder in this stock.