Position in UBER
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$948,687
-$136,089 QoQ
Shares Held
13,147
-12.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,330
of 2,392 holders
Holding Since
Dec 2020
17 quarters on record
Voting authority
Sole 89%
Shared 0%
None 11%
Common Shares in UBER Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Meridian Wealth Management, LLC holds $17,437,025 across 15 Software - Application names. UBER ranks #5 (5.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SHOP |
Shopify Inc.
|
38,767 | $4,426,416 | |
| 2 | CRM |
Salesforce, Inc.
|
27,336 | $4,282,457 | |
| 3 | CDNS |
Cadence Design Systems Inc
|
6,437 | $2,415,934 | |
| 4 | FIG |
Figma, Inc.
|
126,832 | $2,294,390 | |
| 5 | UBER |
Uber Technologies, Inc
This page
|
13,147 | $948,687 | |
| 6 | NOW |
ServiceNow, Inc.
|
6,822 | $677,288 | |
| 7 | SAP |
Sap SE
|
3,372 | $519,658 | |
| 8 | ADP |
Automatic Data Processing Inc
|
1,688 | $378,027 |
All Filings in UBER
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $948,687 | 13,147 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $1,084,776 | 15,081 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $1,177,195 | 14,407 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $827,748 | 8,449 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $794,729 | 8,518 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $984,630 | 13,514 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $817,999 | 13,561 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $666,067 | 8,862 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $903,630 | 12,433 | Shares | Sole | 2024-08-08 | |
| 2023-12-31 | $785,941 | 12,765 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $415,381 | 9,032 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $486,957 | 11,280 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $841,032 | 26,531 | Shares | Sole | 2023-05-15 | |
| 2021-09-30 | $262,035 | 5,849 | Shares | Sole | 2021-10-15 | |
| 2021-06-30 | $979,846 | 19,550 | Shares | Sole | 2021-07-22 | |
| 2021-03-31 | $1,348,631 | 24,741 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $285,090 | 5,590 | Shares | Sole | 2021-01-19 | |
| No filing history on record for this holder in this stock. | ||||||