Strategic Wealth Partners, Ltd.
Position in UBER — Uber Technologies, Inc
CIK 1720777
INDEPENDENCE, OH
Position in UBER
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$4,090,245
-$734,100 QoQ
Shares Held
56,683
-15.5% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.40%
of 13F equity value
Holder Rank
#807
of 2,397 holders
Holding Since
Mar 2021
15 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 Jun 30, 2026Strategic Wealth Partners, Ltd. holds $9,391,541 across 35 Software - Application names. UBER ranks #1 (43.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
This page
|
56,683 | $4,090,245 | |
| 2 | DDOG |
Datadog, Inc.
|
7,694 | $2,003,209 | |
| 3 | SNOW |
Snowflake Inc.
|
7,806 | $1,986,627 | |
| 4 | CRM |
Salesforce, Inc.
|
3,082 | $482,826 | |
| 5 | NOW |
ServiceNow, Inc.
|
3,275 | $325,142 | |
| 6 | INTU |
Intuit Inc.
|
375 | $97,875 | |
| 7 | ROP |
Roper Technologies Inc
|
277 | $93,734 | |
| 8 | HUBS |
Hubspot Inc
|
290 | $52,927 |
All Filings in UBER
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,090,245 | 56,683 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $4,824,345 | 67,070 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $5,011,601 | 61,334 | Shares | Sole | 2026-05-12 | |
| 2025-09-30 | $5,607,802 | 57,240 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $6,499,931 | 69,667 | Shares | Sole | 2025-08-11 | |
| 2024-12-31 | $3,148,462 | 52,196 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $3,209,858 | 42,707 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $2,555,065 | 35,155 | Shares | Sole | 2024-10-08 | |
| 2024-03-31 | $2,073,956 | 26,938 | Shares | Sole | 2024-05-20 | |
| 2023-12-31 | $1,899,803 | 30,856 | Shares | Sole | 2024-05-20 | |
| 2023-09-30 | $1,830,310 | 39,798 | Shares | Sole | 2024-05-20 | |
| 2023-06-30 | $1,653,497 | 38,302 | Shares | Sole | 2024-05-20 | |
| 2023-03-31 | $942,884 | 29,744 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $697,732 | 28,214 | Shares | Sole | 2023-04-24 | |
| 2021-03-31 | $365,380 | 6,703 | Shares | Sole | 2021-05-24 | |
| No filing history on record for this holder in this stock. | ||||||