Position in UBER
as of Jun 30, 2026
· filed Jul 2, 2026
Position Value
$34,420
-$97,715 QoQ
Shares Held
477
-74.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#2,188
of 2,397 holders
Holding Since
Sep 2023
12 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in UBER Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Kozak & Associates, Inc. holds $1,547,976 across 16 Software - Application names. UBER ranks #8 (2.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NOW |
ServiceNow, Inc.
|
4,785 | $475,054 | |
| 2 | WDAY |
Workday, Inc.
|
2,416 | $295,766 | |
| 3 | SHOP |
Shopify Inc.
|
1,659 | $189,424 | |
| 4 | ROP |
Roper Technologies Inc
|
509 | $172,240 | |
| 5 | CRM |
Salesforce, Inc.
|
969 | $151,803 | |
| 6 | ADBE |
Adobe Inc.
|
385 | $78,932 | |
| 7 | ADSK |
Autodesk, Inc.
|
191 | $37,134 | |
| 8 | UBER |
Uber Technologies, Inc
This page
|
477 | $34,420 |
All Filings in UBER
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $34,420 | 477 | Shares | Sole | 2026-07-02 | |
| 2026-03-31 | $132,135 | 1,837 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $122,646 | 1,501 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $35,857 | 366 | Shares | Sole | 2025-11-18 | |
| 2025-06-30 | $35,640 | 382 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $26,666 | 366 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $8,625 | 143 | Shares | Sole | 2025-01-06 | |
| 2024-09-30 | $10,747 | 143 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $10,393 | 143 | Shares | Sole | 2024-07-05 | |
| 2024-03-31 | $11,009 | 143 | Shares | Sole | 2024-05-17 | |
| 2023-12-31 | $6,157 | 100 | Shares | Sole | 2024-01-17 | |
| 2023-09-30 | $4,599 | 100 | Shares | Sole | 2023-10-17 | |
| No filing history on record for this holder in this stock. | ||||||