Position in UBER
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$11,947,644
-$1,245,579 QoQ
Shares Held
166,101
+2.9% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.64%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in UBER Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Mar 31, 2026LEVEL FOUR ADVISORY SERVICES, LLC holds $56,991,023 across 19 Software - Application names. UBER ranks #1 (21.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
This page
|
166,101 | $11,947,644 | |
| 2 | SNOW |
Snowflake Inc.
|
50,949 | $7,684,128 | |
| 3 | CRM |
Salesforce, Inc.
|
40,880 | $7,631,069 | |
| 4 | NOW |
ServiceNow, Inc.
|
65,268 | $6,823,769 | |
| 5 | DOCU |
Docusign, Inc.
|
121,824 | $5,775,675 | |
| 6 | ROP |
Roper Technologies Inc
|
15,808 | $5,593,818 | |
| 7 | PAYC |
Paycom Software, Inc.
|
21,205 | $2,577,255 | |
| 8 | SHOP |
Shopify Inc.
|
15,824 | $1,877,042 |
All Filings in UBER
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $11,947,644 | 166,101 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $13,193,223 | 161,464 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $15,589,574 | 159,126 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $15,796,156 | 169,305 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $13,991,378 | 192,031 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $10,735,934 | 177,983 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $12,428,307 | 165,358 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $12,347,023 | 169,882 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $15,574,384 | 202,291 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $11,935,713 | 193,856 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $9,296,418 | 202,140 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $8,895,523 | 206,058 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $6,329,887 | 199,681 | Shares | Sole | 2023-06-05 | |
| 2022-12-31 | $4,205,410 | 170,053 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $5,607,055 | 211,587 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $3,989,925 | 195,011 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $6,021,000 | 168,750 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $6,747,836 | 160,931 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $3,493,593 | 77,982 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $4,460,178 | 88,990 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $4,994,642 | 91,628 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $4,401,657 | 86,307 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $3,698,305 | 101,379 | Shares | Sole | 2020-11-02 | |
| 2020-06-30 | $2,531,963 | 81,466 | Shares | Sole | 2020-08-17 | |
| 2020-03-31 | $2,164,693 | 77,532 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||