Position in UBER
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$1,150,879
-$5,036 QoQ
Shares Held
15,949
-0.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#1,224
of 2,356 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 75%
Shared 0%
None 25%
Common Shares in UBER Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Soltis Investment Advisors LLC holds $25,860,929 across 17 Software - Application names. UBER ranks #4 (4.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PAYX |
Paychex Inc
|
129,962 | $12,779,163 | |
| 2 | NOW |
ServiceNow, Inc.
|
49,338 | $4,898,276 | |
| 3 | SNOW |
Snowflake Inc.
|
4,588 | $1,167,646 | |
| 4 | UBER |
Uber Technologies, Inc
This page
|
15,949 | $1,150,879 | |
| 5 | CRM |
Salesforce, Inc.
|
6,769 | $1,060,431 | |
| 6 | ADP |
Automatic Data Processing Inc
|
4,622 | $1,035,096 | |
| 7 | FICO |
Fair Isaac Corp
|
704 | $841,125 | |
| 8 | SHOP |
Shopify Inc.
|
6,184 | $706,089 |
All Filings in UBER
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,150,879 | 15,949 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $1,155,915 | 16,070 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $1,275,493 | 15,610 | Shares | Sole | 2026-04-02 | |
| 2025-09-30 | $913,570 | 9,325 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $858,080 | 9,197 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $453,917 | 6,230 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $256,601 | 4,254 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $294,025 | 3,912 | Shares | Sole | 2025-01-03 | |
| 2024-06-30 | $254,525 | 3,502 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $237,591 | 3,086 | Shares | Sole | 2024-05-29 | |
| No filing history on record for this holder in this stock. | ||||||