Strategic Investment Advisors / MI
Position in UBER — Uber Technologies, Inc
CIK 1760540
FARMINGTON HILLS, MI
Position in UBER
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,062,050
-$81,924 QoQ
Shares Held
14,718
-7.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#1,283
of 2,397 holders
Holding Since
Jun 2024
9 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, 2026Strategic Investment Advisors / MI holds $5,621,052 across 10 Software - Application names. UBER ranks #2 (18.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PAYX |
Paychex Inc
|
11,169 | $1,098,247 | |
| 2 | UBER |
Uber Technologies, Inc
This page
|
14,718 | $1,062,050 | |
| 3 | CDNS |
Cadence Design Systems Inc
|
2,057 | $772,033 | |
| 4 | NOW |
ServiceNow, Inc.
|
7,275 | $722,262 | |
| 5 | ADP |
Automatic Data Processing Inc
|
3,073 | $688,198 | |
| 6 | TYL |
Tyler Technologies Inc
|
2,274 | $665,054 | |
| 7 | SHOP |
Shopify Inc.
|
1,800 | $205,524 | |
| 8 | DOCU |
Docusign, Inc.
|
3,458 | $153,604 |
All Filings in UBER
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,062,050 | 14,718 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,143,974 | 15,904 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $816,936 | 9,998 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $631,710 | 6,448 | Shares | Sole | 2025-12-17 | |
| 2025-06-30 | $736,510 | 7,894 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $655,448 | 8,996 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $446,910 | 7,409 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $796,019 | 10,591 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $774,696 | 10,659 | Shares | Sole | 2024-07-23 | |
| No filing history on record for this holder in this stock. | ||||||