Position in UBER
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$4,670,123
+$39,054 QoQ
Shares Held
64,719
+0.5% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
#757
of 2,400 holders
Holding Since
Mar 2020
19 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in UBER Over Time
Shares Held
Position Value (USD)
Derivatives in UBER
reported options exposure · as of Dec 31, 2021CallValue
$0
CallShares
0
PutValue
$20,965
PutShares
500
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, 2026CERTUITY, LLC holds $16,570,020 across 21 Software - Application names. UBER ranks #1 (28.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
This page
|
64,719 | $4,670,123 | |
| 2 | SHOP |
Shopify Inc.
|
23,975 | $2,737,465 | |
| 3 | ADP |
Automatic Data Processing Inc
|
4,410 | $987,619 | |
| 4 | CRM |
Salesforce, Inc.
|
5,448 | $853,483 | |
| 5 | ZM |
Zoom Communications, Inc.
|
8,156 | $703,944 | |
| 6 | ADBE |
Adobe Inc.
|
3,347 | $686,201 | |
| 7 | PCTY |
Paylocity Holding Corp
|
6,259 | $654,253 | |
| 8 | CDNS |
Cadence Design Systems Inc
|
1,383 | $519,067 |
All Filings in UBER
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,670,123 | 64,719 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $4,631,069 | 64,383 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $5,551,377 | 67,940 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $6,593,185 | 67,298 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $5,681,876 | 60,899 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $5,297,286 | 72,705 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $410,296 | 6,802 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $444,496 | 5,914 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $484,702 | 6,669 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $520,067 | 6,755 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $398,665 | 6,475 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $278,791 | 6,062 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $258,674 | 5,992 | Shares | Sole | 2023-08-09 | |
| 2022-03-31 | $299,319 | 8,389 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $20,965 | 500 | Put | Sole | 2022-02-28 | |
| 2021-12-31 | $288,394 | 6,878 | Shares | Sole | 2022-02-28 | |
| 2021-09-30 | $267,948 | 5,981 | Shares | Sole | 2021-11-03 | |
| 2021-06-30 | $211,456 | 4,219 | Shares | Sole | 2021-08-16 | |
| 2020-06-30 | $214,514 | 6,902 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $388,143 | 13,902 | Shares | Sole | 2020-04-13 | |
| No filing history on record for this holder in this stock. | ||||||