Global Retirement Partners, LLC
PensionPosition in UBER — Uber Technologies, Inc
CIK 1749744
San Rafael, CA
Position in UBER
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$5,678,053
-$399,291 QoQ
Shares Held
78,687
+5.8% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#687
of 2,356 holders
Holding Since
Mar 2020
23 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, 2025CallValue
$1,465
CallShares
500
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 Jun 30, 2026Global Retirement Partners, LLC holds $39,953,345 across 105 Software - Application names. UBER ranks #2 (14.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NOW |
ServiceNow, Inc.
|
79,680 | $7,910,630 | |
| 2 | UBER |
Uber Technologies, Inc
This page
|
78,687 | $5,678,053 | |
| 3 | CDNS |
Cadence Design Systems Inc
|
8,460 | $3,175,207 | |
| 4 | CRM |
Salesforce, Inc.
|
17,943 | $2,810,950 | |
| 5 | PAYX |
Paychex Inc
|
20,401 | $2,006,030 | |
| 6 | SHOP |
Shopify Inc.
|
17,150 | $1,958,187 | |
| 7 | SNOW |
Snowflake Inc.
|
6,600 | $1,679,700 | |
| 8 | DDOG |
Datadog, Inc.
|
6,336 | $1,649,640 |
All Filings in UBER
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,678,053 | 78,687 | Shares | Sole | 2026-08-06 | |
| 2025-12-31 | $6,077,344 | 74,377 | Shares | Sole | 2026-02-06 | |
| 2025-12-31 | $1,465 | 500 | Call | Sole | 2026-02-06 | |
| 2025-09-30 | $7,552,605 | 77,091 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $6,898,415 | 73,938 | Shares | Sole | 2025-08-12 | |
| 2024-12-31 | $3,452,777 | 57,241 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $3,445,635 | 45,844 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $3,330,270 | 45,821 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $1,384,973 | 17,989 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $1,058,142 | 17,186 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $775,897 | 16,871 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $773,649 | 17,921 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $673,593 | 21,249 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $742,542 | 30,026 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $872,274 | 32,916 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $648,868 | 31,714 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $1,066,510 | 29,891 | Shares | Sole | 2022-07-14 | |
| 2021-09-30 | $752,550 | 16,798 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $880,207 | 17,562 | Shares | Sole | 2021-07-15 | |
| 2021-03-31 | $943,895 | 17,316 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $850,884 | 16,684 | Shares | Sole | 2021-01-13 | |
| 2020-09-30 | $722,267 | 19,799 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $591,576 | 19,034 | Shares | Sole | 2020-07-13 | |
| 2020-03-31 | $558,316 | 19,997 | Shares | Sole | 2020-04-28 | |
| No filing history on record for this holder in this stock. | ||||||