Position in UBER
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$1,209,906
-$580,791 QoQ
Shares Held
16,767
-32.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#1,225
of 2,389 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in UBER Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Clearstead Trust, LLC holds $6,126,741 across 21 Software - Application names. UBER ranks #2 (19.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADP |
Automatic Data Processing Inc
|
14,838 | $3,322,970 | |
| 2 | UBER |
Uber Technologies, Inc
This page
|
16,767 | $1,209,906 | |
| 3 | CDNS |
Cadence Design Systems Inc
|
1,986 | $745,385 | |
| 4 | CRM |
Salesforce, Inc.
|
1,953 | $305,956 | |
| 5 | INTU |
Intuit Inc.
|
982 | $256,302 | |
| 6 | FICO |
Fair Isaac Corp
|
84 | $100,361 | |
| 7 | SAP |
Sap SE
|
268 | $41,301 | |
| 8 | ADSK |
Autodesk, Inc.
|
203 | $39,467 |
All Filings in UBER
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,209,906 | 16,767 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $1,790,697 | 24,895 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $2,032,372 | 24,873 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $2,523,217 | 25,755 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $2,424,027 | 25,981 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $1,883,503 | 25,851 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $1,553,963 | 25,762 | Shares | Sole | 2025-02-10 | |
| No filing history on record for this holder in this stock. | ||||||