Position in UBER
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$3,339,062
+$17,306 QoQ
Shares Held
46,421
+14.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 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, 2021CallValue
$16,772
CallShares
400
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 Mar 31, 2026Larson Financial Group LLC holds $22,172,931 across 94 Software - Application names. UBER ranks #2 (15.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MANH |
Manhattan Associates Inc
|
33,000 | $4,392,960 | |
| 2 | UBER |
Uber Technologies, Inc
This page
|
46,421 | $3,339,062 | |
| 3 | CRM |
Salesforce, Inc.
|
7,612 | $1,420,932 | |
| 4 | DDOG |
Datadog, Inc.
|
10,976 | $1,295,716 | |
| 5 | DOCU |
Docusign, Inc.
|
21,425 | $1,015,759 | |
| 6 | ADBE |
Adobe Inc.
|
3,315 | $805,810 | |
| 7 | NOW |
ServiceNow, Inc.
|
7,644 | $799,180 | |
| 8 | FICO |
Fair Isaac Corp
|
746 | $796,384 |
All Filings in UBER
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,339,062 | 46,421 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $3,321,756 | 40,653 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $2,687,415 | 27,431 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,182,577 | 12,675 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $544,264 | 7,470 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $160,511 | 2,661 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $246,825 | 3,284 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $172,833 | 2,378 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $119,180 | 1,548 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $97,588 | 1,585 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $81,954 | 1,782 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $83,533 | 1,935 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $98,713 | 3,114 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $64,001 | 2,588 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $53,318 | 2,012 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $52,357 | 2,559 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $114,782 | 3,217 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $16,772 | 400 | Call | Sole | 2022-02-03 | |
| 2021-12-31 | $151,912 | 3,623 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $48,876 | 1,091 | Shares | Sole | 2021-11-04 | |
| 2021-06-30 | $38,492 | 768 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $51,075 | 937 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $39,984 | 784 | Shares | Sole | 2021-01-14 | |
| 2020-09-30 | $28,600 | 784 | Shares | Sole | 2020-10-08 | |
| 2020-06-30 | $35,306 | 1,136 | Shares | Sole | 2020-07-10 | |
| 2020-03-31 | $7,147 | 256 | Shares | Sole | 2020-04-09 | |
| No filing history on record for this holder in this stock. | ||||||