Position in UBER
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$1,562,480
-$38,322 QoQ
Shares Held
21,653
-2.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.89%
of 13F equity value
Holder Rank
#1,128
of 2,392 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in UBER Over Time
Shares Held
Position Value (USD)
Derivatives in UBER
reported options exposure · as of Jun 30, 2026CallValue
$50,512
CallShares
700
PutValue
$0
PutShares
0
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, 2026Accretive Wealth Partners, LLC holds $9,317,315 across 7 Software - Application names. UBER ranks #3 (16.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADP |
Automatic Data Processing Inc
|
15,826 | $3,544,232 | |
| 2 | FICO |
Fair Isaac Corp
|
1,422 | $1,698,977 | |
| 3 | UBER |
Uber Technologies, Inc
This page
|
21,653 | $1,562,480 | |
| 4 | ADSK |
Autodesk, Inc.
|
4,162 | $809,176 | |
| 5 | TYL |
Tyler Technologies Inc
|
2,590 | $757,471 | |
| 6 | INTU |
Intuit Inc.
|
2,070 | $540,270 | |
| 7 | ADBE |
Adobe Inc.
|
1,974 | $404,709 |
All Filings in UBER
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,562,480 | 21,653 | Shares | Sole | 2026-07-29 | |
| 2026-06-30 | $50,512 | 700 | Call | Sole | 2026-07-29 | |
| 2026-03-31 | $43,158 | 600 | Call | Sole | 2026-04-22 | |
| 2026-03-31 | $1,600,802 | 22,255 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $1,823,767 | 22,320 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $2,237,340 | 22,837 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $2,066,128 | 22,145 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $1,608,311 | 22,074 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $1,233,544 | 20,450 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $1,569,566 | 20,883 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,624,034 | 22,345 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $1,732,813 | 22,507 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $1,424,114 | 23,130 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $1,080,994 | 23,505 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $1,007,976 | 23,349 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $705,103 | 22,243 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $536,393 | 21,690 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $558,143 | 21,062 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $372,474 | 18,205 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $737,113 | 20,659 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $835,539 | 19,927 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $774,188 | 17,281 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $818,008 | 16,321 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $812,798 | 14,911 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $742,050 | 14,550 | Shares | Sole | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||