Perennial Investment Advisors, LLC
Position in UBER — Uber Technologies, Inc
CIK 1801523
Los Angeles, CA
Position in UBER
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$675,922
+$3,593 QoQ
Shares Held
9,367
+0.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#1,482
of 2,400 holders
Holding Since
Sep 2020
16 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, 2026Perennial Investment Advisors, LLC holds $7,347,489 across 14 Software - Application names. UBER ranks #4 (9.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SHOP |
Shopify Inc.
|
11,987 | $1,368,675 | |
| 2 | CRM |
Salesforce, Inc.
|
7,702 | $1,206,595 | |
| 3 | MITK |
Mitek Systems Inc
|
39,320 | $791,511 | |
| 4 | UBER |
Uber Technologies, Inc
This page
|
9,367 | $675,922 | |
| 5 | ADBE |
Adobe Inc.
|
2,270 | $465,395 | |
| 6 | MSTR |
Strategy Inc
|
5,171 | $449,515 | |
| 7 | CDNS |
Cadence Design Systems Inc
|
1,163 | $436,497 | |
| 8 | ADP |
Automatic Data Processing Inc
|
1,723 | $385,865 |
All Filings in UBER
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $675,922 | 9,367 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $672,329 | 9,347 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $779,104 | 9,535 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $843,423 | 8,609 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $730,539 | 7,830 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $552,133 | 7,578 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $398,775 | 6,611 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $480,948 | 6,399 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $470,530 | 6,474 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $491,504 | 6,384 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $376,192 | 6,110 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $324,413 | 7,054 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $330,552 | 7,657 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $258,576 | 8,157 | Shares | Sole | 2023-05-12 | |
| 2020-12-31 | $307,326 | 6,026 | Shares | Sole | 2021-01-22 | |
| 2020-09-30 | $211,073 | 5,786 | Shares | Sole | 2020-10-26 | |
| No filing history on record for this holder in this stock. | ||||||