Position in UBER
as of Mar 31, 2026
· filed Apr 30, 2026
Position Value
$23,348,621
-$1,053,335 QoQ
Shares Held
324,602
+8.7% QoQ
Ownership
0.016%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2020
23 quarters on record
Common Shares in UBER Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Mar 31, 2026Kestra Advisory Services, LLC holds $122,089,067 across 36 Software - Application names. UBER ranks #1 (19.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
This page
|
324,602 | $23,348,621 | |
| 2 | CRM |
Salesforce, Inc.
|
118,602 | $22,139,435 | |
| 3 | SHOP |
Shopify Inc.
|
103,926 | $12,327,702 | |
| 4 | NOW |
ServiceNow, Inc.
|
89,744 | $9,382,735 | |
| 5 | ADBE |
Adobe Inc.
|
33,825 | $8,222,181 | |
| 6 | MSTR |
Strategy Inc
|
57,449 | $7,169,635 | |
| 7 | ADP |
Automatic Data Processing Inc
|
33,147 | $6,734,807 | |
| 8 | SNOW |
Snowflake Inc.
|
32,797 | $4,946,443 |
All Filings in UBER
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $23,348,621 | 324,602 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $24,401,956 | 298,641 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $38,228,971 | 390,211 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $24,753,329 | 265,309 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $20,029,432 | 274,903 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $16,184,217 | 268,306 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $23,223,011 | 308,981 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $21,932,280 | 301,765 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $12,973,276 | 168,506 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $8,806,603 | 143,034 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $6,605,175 | 143,622 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $8,802,492 | 203,903 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $3,234,921 | 102,048 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $3,028,361 | 122,457 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $4,897,438 | 184,809 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $2,362,577 | 115,473 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $3,603,465 | 100,994 | Shares | Sole | 2022-07-20 | |
| 2021-12-31 | $4,605,381 | 109,835 | Shares | Sole | 2022-07-25 | |
| 2021-09-30 | $6,038,099 | 134,779 | Shares | Sole | 2022-07-25 | |
| 2021-06-30 | $5,275,330 | 105,254 | Shares | Sole | 2022-07-26 | |
| 2021-03-31 | $4,963,462 | 91,056 | Shares | Sole | 2022-07-27 | |
| 2020-12-31 | $3,868,809 | 75,859 | Shares | Sole | 2022-07-28 | |
| 2020-09-30 | $1,946,864 | 53,368 | Shares | Sole | 2022-07-29 | |
| No filing history on record for this holder in this stock. | ||||||