Foundations Investment Advisors, LLC
EndowmentPosition in UBER — Uber Technologies, Inc
CIK 1743404
PHOENIX, AZ
Position in UBER
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$959,222
-$899 QoQ
Shares Held
13,293
-0.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,323
of 2,389 holders
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)
Position in Software - Application
Technology · as of Jun 30, 2026Foundations Investment Advisors, LLC holds $58,878,522 across 15 Software - Application names. UBER ranks #7 (1.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSTR |
Strategy Inc
|
318,171 | $27,658,604 | |
| 2 | CRM |
Salesforce, Inc.
|
116,388 | $18,233,342 | |
| 3 | NOW |
ServiceNow, Inc.
|
35,958 | $3,569,910 | |
| 4 | ADBE |
Adobe Inc.
|
8,926 | $1,830,008 | |
| 5 | ADP |
Automatic Data Processing Inc
|
8,010 | $1,793,838 | |
| 6 | SHOP |
Shopify Inc.
|
13,858 | $1,582,306 | |
| 7 | UBER |
Uber Technologies, Inc
This page
|
13,293 | $959,222 | |
| 8 | SNOW |
Snowflake Inc.
|
2,476 | $630,142 |
All Filings in UBER
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $959,222 | 13,293 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $960,121 | 13,348 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $1,235,210 | 15,117 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $1,754,936 | 17,913 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $999,896 | 10,717 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $740,039 | 10,157 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $452,882 | 7,508 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $630,742 | 8,392 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $455,122 | 6,262 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $427,217 | 5,549 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $283,960 | 4,612 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $220,292 | 4,790 | Shares | Sole | 2023-10-05 | |
| 2023-06-30 | $253,969 | 5,883 | Shares | Sole | 2023-07-19 | |
| 2022-12-31 | $446,994 | 18,075 | Shares | Sole | 2023-01-11 | |
| 2022-09-30 | $820,413 | 30,959 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $862,593 | 42,160 | Shares | Sole | 2022-07-08 | |
| 2022-03-31 | $1,359,158 | 38,093 | Shares | Sole | 2022-04-19 | |
| 2021-12-31 | $1,459,834 | 34,816 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $1,349,196 | 30,116 | Shares | Sole | 2021-10-13 | |
| 2021-06-30 | $1,366,170 | 27,258 | Shares | Sole | 2021-07-14 | |
| 2021-03-31 | $1,257,763 | 23,074 | Shares | Sole | 2021-04-09 | |
| 2020-12-31 | $988,839 | 19,389 | Shares | Sole | 2021-01-13 | |
| 2020-09-30 | $652,809 | 17,895 | Shares | Sole | 2020-10-07 | |
| 2020-06-30 | $491,468 | 15,813 | Shares | Sole | 2020-07-08 | |
| 2020-03-31 | $400,428 | 14,342 | Shares | Sole | 2020-04-06 | |
| No filing history on record for this holder in this stock. | ||||||