Position in UBER
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$2,962,240
+$408,222 QoQ
Shares Held
41,051
+15.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.47%
of 13F equity value
Holder Rank
#932
of 2,392 holders
Holding Since
Mar 2025
6 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, 2026Zhang Financial LLC holds $11,406,031 across 9 Software - Application names. UBER ranks #1 (26.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
This page
|
41,051 | $2,962,240 | |
| 2 | CRM |
Salesforce, Inc.
|
13,425 | $2,103,160 | |
| 3 | DDOG |
Datadog, Inc.
|
7,977 | $2,076,891 | |
| 4 | ADBE |
Adobe Inc.
|
9,867 | $2,022,932 | |
| 5 | SHOP |
Shopify Inc.
|
6,371 | $727,440 | |
| 6 | CDNS |
Cadence Design Systems Inc
|
1,294 | $485,664 | |
| 7 | INTU |
Intuit Inc.
|
1,611 | $420,471 | |
| 8 | ADP |
Automatic Data Processing Inc
|
1,765 | $395,271 |
All Filings in UBER
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,962,240 | 41,051 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $2,554,018 | 35,507 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $2,207,395 | 27,015 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $2,192,372 | 22,378 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $1,879,995 | 20,150 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $1,300,623 | 17,851 | Shares | Sole | 2025-04-15 | |
| No filing history on record for this holder in this stock. | ||||||