Position in UBER
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$4,462,157
-$286,445 QoQ
Shares Held
61,837
-6.3% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#771
of 2,397 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in UBER Over Time
Shares Held
Position Value (USD)
Derivatives in UBER
reported options exposure · as of Dec 31, 2020CallValue
$1,479
CallShares
29
PutValue
$0
PutShares
0
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, 2026Independent Advisor Alliance holds $59,983,238 across 24 Software - Application names. UBER ranks #3 (7.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MITK |
Mitek Systems Inc
|
1,137,006 | $22,887,930 | |
| 2 | NOW |
ServiceNow, Inc.
|
70,036 | $6,953,173 | |
| 3 | UBER |
Uber Technologies, Inc
This page
|
61,837 | $4,462,157 | |
| 4 | MSTR |
Strategy Inc
|
50,569 | $4,179,177 | |
| 5 | CRM |
Salesforce, Inc.
|
21,886 | $3,428,659 | |
| 6 | DSGX |
Descartes Systems Group Inc
|
38,515 | $2,666,778 | |
| 7 | ADBE |
Adobe Inc.
|
11,618 | $2,381,922 | |
| 8 | ADP |
Automatic Data Processing Inc
|
9,764 | $2,186,647 |
All Filings in UBER
Export CSV
27 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,462,157 | 61,837 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $4,748,602 | 66,017 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $5,726,808 | 70,087 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $6,757,186 | 68,972 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $5,911,020 | 63,355 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $3,147,697 | 43,202 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $2,505,872 | 41,543 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $2,639,543 | 35,119 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $2,277,136 | 31,331 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $2,105,907 | 27,353 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $1,722,851 | 27,982 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $1,353,853 | 29,438 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $1,175,950 | 27,240 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $708,590 | 22,353 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $771,946 | 31,215 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $814,345 | 30,730 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $969,251 | 47,373 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $1,820,857 | 51,033 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $1,813,262 | 43,245 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $4,761,388 | 106,281 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $8,173,568 | 163,080 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $1,740,013 | 31,921 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $1,287,087 | 25,237 | Shares | Sole | 2021-02-11 | |
| 2020-12-31 | $1,479 | 29 | Call | Sole | 2021-02-11 | |
| 2020-09-30 | $858,155 | 23,524 | Shares | Sole | 2020-11-04 | |
| 2020-06-30 | $734,420 | 23,630 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $518,949 | 18,587 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||