Position in UBER
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$216,552
-$14,271 QoQ
Shares Held
3,001
-6.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#2,010
of 2,408 holders
Holding Since
Sep 2024
7 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, 2026Symphony Financial, Ltd. Co. holds $3,851,055 across 9 Software - Application names. UBER ranks #8 (5.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | INTU |
Intuit Inc.
|
3,404 | $888,444 | |
| 2 | CRM |
Salesforce, Inc.
|
5,256 | $823,404 | |
| 3 | NOW |
ServiceNow, Inc.
|
7,584 | $752,939 | |
| 4 | ROP |
Roper Technologies Inc
|
859 | $290,677 | |
| 5 | DDOG |
Datadog, Inc.
|
884 | $230,158 | |
| 6 | PAYX |
Paychex Inc
|
2,312 | $227,338 | |
| 7 | ADBE |
Adobe Inc.
|
1,068 | $218,961 | |
| 8 | UBER |
Uber Technologies, Inc
This page
|
3,001 | $216,552 |
All Filings in UBER
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $216,552 | 3,001 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $230,823 | 3,209 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $202,395 | 2,477 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $288,227 | 2,942 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $238,941 | 2,561 | Shares | Sole | 2025-08-15 | |
| 2024-12-31 | $682,219 | 11,310 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $705,977 | 9,393 | Shares | Sole | 2024-10-21 | |
| No filing history on record for this holder in this stock. | ||||||