Position in UBER
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$3,110,096
+$539,534 QoQ
Shares Held
43,100
+20.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.79%
of 13F equity value
Holder Rank
#911
of 2,397 holders
Holding Since
Sep 2023
6 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, 2026Palumbo Wealth Management LLC holds $9,643,795 across 10 Software - Application names. UBER ranks #1 (32.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
This page
|
43,100 | $3,110,096 | |
| 2 | CRM |
Salesforce, Inc.
|
13,718 | $2,149,061 | |
| 3 | NOW |
ServiceNow, Inc.
|
9,720 | $965,001 | |
| 4 | SNOW |
Snowflake Inc.
|
3,312 | $842,904 | |
| 5 | DDOG |
Datadog, Inc.
|
2,598 | $676,415 | |
| 6 | MNDY |
monday.com Ltd.
|
7,855 | $568,623 | |
| 7 | WDAY |
Workday, Inc.
|
3,334 | $408,148 | |
| 8 | PAYX |
Paychex Inc
|
3,394 | $333,732 |
All Filings in UBER
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,110,096 | 43,100 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $2,570,562 | 35,737 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $243,577 | 2,981 | Shares | Defined | 2026-01-21 | |
| 2025-09-30 | $293,224 | 2,993 | Shares | Defined | 2025-11-10 | |
| 2025-06-30 | $256,295 | 2,747 | Shares | Sole | 2025-07-15 | |
| 2023-09-30 | $369,299 | 8,030 | Shares | Sole | 2023-10-16 | |
| No filing history on record for this holder in this stock. | ||||||