SAX WEALTH ADVISORS, LLC

Position in UBER — Uber Technologies, Inc

CIK 1846150 PARSIPPANY, NJ

Position in UBER

as of Jun 30, 2026 · filed Jul 9, 2026 Compact

Position Value

$606,793

-$144,803 QoQ

Shares Held

8,409

-19.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.16%

of 13F equity value

Holder Rank

#1,535

of 2,397 holders

Holding Since

Sep 2021

12 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

SAX WEALTH ADVISORS, LLC holds $5,352,299 across 6 Software - Application names. UBER ranks #5 (11.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DDOG	Datadog, Inc.	5,257	$1,368,712
2	ADP	Automatic Data Processing Inc	6,058	$1,356,689
3	SHOP	Shopify Inc.	8,799	$1,004,669
4	CRM	Salesforce, Inc.	4,201	$658,128
5	UBER	Uber Technologies, Inc This page	8,409	$606,793
6	NOW	ServiceNow, Inc.	3,599	$357,308

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$606,793	8,409	-19.5%	Shares	Sole	2026-07-09
2026-03-31	$751,596	10,449	-14.5%	Shares	Sole	2026-04-08
2025-12-31	$998,577	12,221	+21.7%	Shares	Sole	2026-01-12
2025-09-30	$984,206	10,046	+7.1%	Shares	Sole	2025-10-20
2025-06-30	$874,967	9,378	+13.5%	Shares	Sole	2025-07-23
2025-03-31	$601,896	8,261	+46.6%	Shares	Sole	2025-05-14
2024-12-31	$339,903	5,635	+53.0%	Shares	Sole	2025-01-15
2024-09-30	$276,814	3,683	-66.3%	Shares	Sole	2024-10-17
2022-06-30	$223,914	10,944	+69.9%	Shares	Sole	2022-08-11
2022-03-31	$229,850	6,442	0.0%	Shares	Sole	2022-08-11
2021-12-31	$270,113	6,442	+18.2%	Shares	Sole	2022-02-07
2021-09-30	$244,115	5,449	—	Shares	Sole	2021-12-10
No filing history on record for this holder in this stock.