Robertson Stephens Wealth Management, LLC

Position in UBER — Uber Technologies, Inc

CIK 1767307 San Francisco, CA

Position in UBER

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$2,434,101

-$5,117 QoQ

Shares Held

33,732

-0.5% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.20%

of 13F equity value

Holder Rank

#989

of 2,392 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 7% Shared 0% None 93%

Technology · as of Jun 30, 2026

Robertson Stephens Wealth Management, LLC holds $10,124,379 across 11 Software - Application names. UBER ranks #2 (24.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	RNG	RingCentral, Inc.	63,981	$2,493,979
2	UBER	Uber Technologies, Inc This page	33,732	$2,434,101
3	CRM	Salesforce, Inc.	14,817	$2,321,231
4	ADBE	Adobe Inc.	2,433	$498,813
5	ADP	Automatic Data Processing Inc	2,127	$476,341
6	DDOG	Datadog, Inc.	1,634	$425,428
7	MSTR	Strategy Inc	4,876	$423,870
8	NOW	ServiceNow, Inc.	3,595	$356,911

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,434,101	33,732	-0.5%	Shares	Sole	2026-07-29
2026-03-31	$2,439,218	33,911	+4.3%	Shares	Sole	2026-04-28
2025-12-31	$2,657,862	32,528	+355.1%	Shares	Sole	2026-02-02
2025-09-30	$700,289	7,148	+47.9%	Shares	Sole	2025-11-12
2025-06-30	$450,825	4,832	+22.0%	Shares	Sole	2025-07-24
2025-03-31	$288,598	3,961	-19.9%	Shares	Sole	2025-04-17
2024-12-31	$298,282	4,945	-60.0%	Shares	Sole	2025-01-27
2024-09-30	$928,301	12,351	+90.8%	Shares	Sole	2024-11-12
2024-06-30	$470,457	6,473	+6.1%	Shares	Sole	2024-08-13
2024-03-31	$469,869	6,103	-5.6%	Shares	Sole	2024-05-15
2023-12-31	$398,050	6,465	—	Shares	Sole	2024-02-06
No filing history on record for this holder in this stock.