Position in UBER
as of Mar 31, 2026
· filed Apr 28, 2026
Position Value
$7,052,520
-$690,483 QoQ
Shares Held
98,047
+3.5% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.61%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in UBER Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Mar 31, 2026Bogart Wealth, LLC holds $36,818,943 across 55 Software - Application names. UBER ranks #3 (19.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADP |
Automatic Data Processing Inc
|
43,021 | $8,741,006 | |
| 2 | SHOP |
Shopify Inc.
|
61,784 | $7,328,818 | |
| 3 | UBER |
Uber Technologies, Inc
This page
|
98,047 | $7,052,520 | |
| 4 | ADSK |
Autodesk, Inc.
|
27,321 | $6,540,647 | |
| 5 | INTU |
Intuit Inc.
|
12,026 | $5,199,801 | |
| 6 | ROP |
Roper Technologies Inc
|
2,233 | $790,169 | |
| 7 | ADBE |
Adobe Inc.
|
1,689 | $410,562 | |
| 8 | CRM |
Salesforce, Inc.
|
1,096 | $204,590 |
All Filings in UBER
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $7,052,520 | 98,047 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $7,743,003 | 94,762 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $9,031,854 | 92,190 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $8,555,516 | 91,699 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $6,670,333 | 91,550 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $8,306,968 | 137,715 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $9,134,194 | 121,530 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $8,631,404 | 118,759 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $8,825,440 | 114,631 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $7,028,523 | 114,155 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $6,522,531 | 141,825 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $6,098,064 | 141,257 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $4,426,429 | 139,635 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $3,460,617 | 139,936 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $3,515,861 | 132,674 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $2,478,319 | 121,130 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $3,682,390 | 103,206 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $3,824,854 | 91,220 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $3,006,214 | 67,103 | Shares | Sole | 2021-10-15 | |
| 2021-06-30 | $2,557,122 | 51,020 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $1,542,523 | 28,298 | Shares | Sole | 2021-04-16 | |
| 2020-12-31 | $1,113,279 | 21,829 | Shares | Sole | 2021-01-14 | |
| 2020-09-30 | $646,608 | 17,725 | Shares | Sole | 2020-10-06 | |
| 2020-06-30 | $359,968 | 11,582 | Shares | Sole | 2020-07-08 | |
| 2020-03-31 | $9,213 | 330 | Shares | Sole | 2020-04-20 | |
| No filing history on record for this holder in this stock. | ||||||