Position in UBER
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$2,270,254
-$162,497 QoQ
Shares Held
31,562
+6.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
19 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 Mar 31, 2026CreativeOne Wealth, LLC holds $28,768,192 across 18 Software - Application names. UBER ranks #5 (7.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PAYX |
Paychex Inc
|
61,674 | $5,681,408 | |
| 2 | INTU |
Intuit Inc.
|
8,811 | $3,809,699 | |
| 3 | NOW |
ServiceNow, Inc.
|
24,014 | $2,510,663 | |
| 4 | CRM |
Salesforce, Inc.
|
13,230 | $2,469,643 | |
| 5 | UBER |
Uber Technologies, Inc
This page
|
31,562 | $2,270,254 | |
| 6 | SHOP |
Shopify Inc.
|
17,785 | $2,109,656 | |
| 7 | ZM |
Zoom Communications, Inc.
|
20,319 | $1,633,443 | |
| 8 | ADP |
Automatic Data Processing Inc
|
7,589 | $1,541,932 |
All Filings in UBER
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,270,254 | 31,562 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $2,432,751 | 29,773 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $4,058,407 | 41,425 | Shares | Other | 2025-11-13 | |
| 2025-06-30 | $3,365,797 | 36,075 | Shares | Other | 2025-08-12 | |
| 2025-03-31 | $1,989,587 | 27,307 | Shares | Other | 2025-05-14 | |
| 2024-12-31 | $999,622 | 16,572 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $2,211,807 | 29,428 | Shares | Other | 2024-11-13 | |
| 2024-06-30 | $1,839,966 | 25,316 | Shares | Other | 2024-08-14 | |
| 2024-03-31 | $1,641,965 | 21,327 | Shares | Other | 2024-05-14 | |
| 2023-12-31 | $500,009 | 8,121 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $387,051 | 8,416 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $355,850 | 8,243 | Shares | Sole | 2023-08-16 | |
| 2023-03-31 | $300,674 | 9,485 | Shares | Sole | 2023-05-15 | |
| 2022-03-31 | $624,328 | 17,498 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $207,259 | 4,943 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $383,398 | 8,558 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $384,119 | 7,664 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $626,537 | 11,494 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $427,125 | 8,375 | Shares | Sole | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||