Position in UBER
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$7,529,751
+$1,105,467 QoQ
Shares Held
104,348
+16.8% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#613
of 2,392 holders
Holding Since
Jun 2021
21 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, 2026Summit Financial, LLC holds $48,999,682 across 18 Software - Application names. UBER ranks #2 (15.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSTR |
Strategy Inc
|
94,890 | $8,087,155 | |
| 2 | UBER |
Uber Technologies, Inc
This page
|
104,348 | $7,529,751 | |
| 3 | CRM |
Salesforce, Inc.
|
32,105 | $5,029,569 | |
| 4 | SNOW |
Snowflake Inc.
|
16,252 | $4,136,134 | |
| 5 | SSNC |
SS&C Technologies Holdings Inc
|
59,089 | $3,666,472 | |
| 6 | ADP |
Automatic Data Processing Inc
|
16,342 | $3,659,790 | |
| 7 | NOW |
ServiceNow, Inc.
|
32,878 | $3,264,127 | |
| 8 | ROP |
Roper Technologies Inc
|
9,442 | $3,195,078 |
All Filings in UBER
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,529,751 | 104,348 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $6,424,284 | 89,313 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $5,180,985 | 63,407 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $5,188,197 | 52,957 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $3,929,236 | 42,114 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $2,607,877 | 35,793 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $1,373,546 | 22,771 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $1,555,511 | 20,696 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,383,318 | 19,033 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $1,158,622 | 15,049 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $2,764,246 | 44,896 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $825,198 | 17,943 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $876,912 | 20,313 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $736,517 | 23,234 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $476,176 | 19,255 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $612,733 | 23,122 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $585,074 | 28,596 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $1,109,041 | 31,083 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $1,281,213 | 30,556 | Shares | Sole | 2022-02-07 | |
| 2021-09-30 | $1,656,256 | 36,970 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $358,458 | 7,152 | Shares | Sole | 2021-08-06 | |
| No filing history on record for this holder in this stock. | ||||||