CARY STREET PARTNERS INVESTMENT ADVISORY LLC
Position in UBER — Uber Technologies, Inc
CIK 1766904
RICHMOND, VA
Position in UBER
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$1,170,430
-$24,466 QoQ
Shares Held
16,220
-2.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.48%
of 13F equity value
Holder Rank
#1,239
of 2,392 holders
Holding Since
Sep 2020
16 quarters on record
Voting authority
Sole 91%
Shared 0%
None 9%
Common Shares in UBER Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026CARY STREET PARTNERS INVESTMENT ADVISORY LLC holds $4,259,349 across 20 Software - Application names. UBER ranks #1 (27.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
This page
|
16,220 | $1,170,430 | |
| 2 | DOCU |
Docusign, Inc.
|
11,795 | $523,932 | |
| 3 | ADP |
Automatic Data Processing Inc
|
1,955 | $437,817 | |
| 4 | NOW |
ServiceNow, Inc.
|
3,013 | $299,126 | |
| 5 | CRM |
Salesforce, Inc.
|
1,897 | $297,177 | |
| 6 | PAYX |
Paychex Inc
|
2,898 | $284,954 | |
| 7 | IDCC |
InterDigital, Inc.
|
707 | $200,171 | |
| 8 | INTU |
Intuit Inc.
|
720 | $187,920 |
All Filings in UBER
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,170,430 | 16,220 | Shares | Other | 2026-07-17 | |
| 2026-03-31 | $1,194,896 | 16,612 | Shares | Other | 2026-04-29 | |
| 2025-12-31 | $1,328,109 | 16,254 | Shares | Other | 2026-02-09 | |
| 2025-09-30 | $1,529,112 | 15,608 | Shares | Other | 2025-11-10 | |
| 2025-06-30 | $1,350,423 | 14,474 | Shares | Other | 2025-08-13 | |
| 2025-03-31 | $216,683 | 2,974 | Shares | Other | 2025-05-09 | |
| 2024-12-31 | $152,003 | 2,520 | Shares | Other | 2025-02-14 | |
| 2024-09-30 | $425,704 | 5,664 | Shares | Other | 2024-10-30 | |
| 2024-06-30 | $475,979 | 6,549 | Shares | Other | 2024-07-22 | |
| 2024-03-31 | $374,553 | 4,865 | Shares | Defined | 2024-04-30 | |
| 2023-12-31 | $357,967 | 5,814 | Shares | Other | 2024-02-07 | |
| 2023-09-30 | $317,101 | 6,895 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $225,088 | 5,214 | Shares | Defined | 2023-08-10 | |
| 2023-03-31 | $94,339 | 2,976 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $73,596 | 2,976 | Shares | Defined | 2023-02-14 | |
| 2020-09-30 | $547 | 15 | Shares | Sole | 2020-11-12 | |
| No filing history on record for this holder in this stock. | ||||||