Williams Jones Wealth Management, LLC.

Position in UBER — Uber Technologies, Inc

CIK 1788587 New York, NY

Position in UBER

as of Mar 31, 2026 · filed May 5, 2026 Compact

Position Value

$83,021,390

-$15,578,067 QoQ

Shares Held

1,154,197

-4.4% QoQ

Ownership

0.057%

of shares outstanding

% of Portfolio

1.09%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2020

9 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Technology · as of Mar 31, 2026

Williams Jones Wealth Management, LLC. holds $327,482,525 across 9 Software - Application names. UBER ranks #3 (25.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	INTU	Intuit Inc.	282,597	$122,189,290
2	ADP	Automatic Data Processing Inc	539,625	$109,641,007
3	UBER	Uber Technologies, Inc This page	1,154,197	$83,021,390
4	ROP	Roper Technologies Inc	13,471	$4,766,848
5	PAYX	Paychex Inc	48,305	$4,449,856
6	NOW	ServiceNow, Inc.	10,615	$1,109,798
7	PDFS	Pdf Solutions Inc	32,000	$1,046,720
8	SHOP	Shopify Inc.	8,643	$1,025,232

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$83,021,390	1,154,197	-4.4%	Shares	Sole	2026-05-05
2025-12-31	$98,599,457	1,206,700	+13.8%	Shares	Sole	2026-02-13
2025-09-30	$103,865,736	1,060,179	+22.7%	Shares	Sole	2025-11-14
2025-06-30	$80,611,666	864,005	+5.5%	Shares	Sole	2025-08-14
2025-03-31	$59,670,518	818,975	+80.2%	Shares	Sole	2025-05-15
2024-12-31	$27,415,681	454,504	+5278.7%	Shares	Sole	2025-02-14
2021-09-30	$378,560	8,450	-22.8%	Shares	Sole	2021-11-15
2020-09-30	$399,091	10,940	+55.4%	Shares	Sole	2020-11-13
2020-06-30	$218,741	7,038	—	Shares	Sole	2020-08-14
No filing history on record for this holder in this stock.