Position in UBER
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$378,693
-$92,015 QoQ
Shares Held
5,248
-19.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,738
of 2,397 holders
Holding Since
Sep 2023
12 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in UBER Over Time
Shares Held
Position Value (USD)
Derivatives in UBER
reported options exposure · as of Jun 30, 2024CallValue
$1,520
CallShares
200
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Software - Application
Technology · as of Jun 30, 2026Advisor OS, LLC holds $7,238,613 across 12 Software - Application names. UBER ranks #7 (5.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MANH |
Manhattan Associates Inc
|
13,077 | $1,820,971 | |
| 2 | ADP |
Automatic Data Processing Inc
|
6,894 | $1,543,909 | |
| 3 | SHOP |
Shopify Inc.
|
7,096 | $810,218 | |
| 4 | DDOG |
Datadog, Inc.
|
1,709 | $444,953 | |
| 5 | CDNS |
Cadence Design Systems Inc
|
1,095 | $410,973 | |
| 6 | PAYX |
Paychex Inc
|
3,871 | $380,632 | |
| 7 | UBER |
Uber Technologies, Inc
This page
|
5,248 | $378,693 | |
| 8 | CRM |
Salesforce, Inc.
|
2,348 | $367,835 |
All Filings in UBER
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $378,693 | 5,248 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $470,708 | 6,544 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $959,599 | 11,744 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $1,186,218 | 12,108 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,225,026 | 13,130 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,130,494 | 15,516 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $979,774 | 16,243 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $1,549,719 | 20,619 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $1,549,826 | 21,324 | Shares | Sole | 2024-08-05 | |
| 2024-06-30 | $1,520 | 200 | Call | Sole | 2024-08-05 | |
| 2024-03-31 | $1,470,352 | 19,098 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $1,064,357 | 17,287 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $904,206 | 19,661 | Shares | Sole | 2023-11-03 | |
| No filing history on record for this holder in this stock. | ||||||