Position in UBER
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$4,419,078
-$88,415 QoQ
Shares Held
61,240
-2.3% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
#777
of 2,389 holders
Holding Since
Mar 2021
22 quarters on record
Common Shares in UBER Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Spire Wealth Management holds $12,087,032 across 44 Software - Application names. UBER ranks #1 (36.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
This page
|
61,240 | $4,419,078 | |
| 2 | SHOP |
Shopify Inc.
|
25,749 | $2,940,020 | |
| 3 | MSTR |
Strategy Inc
|
9,763 | $848,697 | |
| 4 | CRM |
Salesforce, Inc.
|
3,683 | $576,978 | |
| 5 | ADP |
Automatic Data Processing Inc
|
2,570 | $575,550 | |
| 6 | ADBE |
Adobe Inc.
|
2,175 | $445,918 | |
| 7 | DAVE |
Dave Inc./DE
|
1,032 | $384,512 | |
| 8 | CDNS |
Cadence Design Systems Inc
|
806 | $302,507 |
All Filings in UBER
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,419,078 | 61,240 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $4,507,493 | 62,665 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $5,369,490 | 65,714 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $15,043,587 | 153,553 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $14,147,452 | 151,634 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $14,667,738 | 201,314 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $11,308,914 | 187,482 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $12,320,152 | 163,919 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $10,542,087 | 145,048 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $11,662,521 | 151,481 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $7,999,728 | 129,929 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $2,458,579 | 53,459 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $2,315,120 | 53,628 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $1,540,937 | 48,610 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $952,624 | 38,521 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $1,008,166 | 38,044 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $332,843 | 16,268 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $1,064,762 | 29,842 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $1,137,393 | 27,126 | Shares | Sole | 2022-01-14 | |
| 2021-09-30 | $1,189,708 | 26,556 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $1,158,624 | 23,117 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $1,761,436 | 32,314 | Shares | Sole | 2021-05-21 | |
| No filing history on record for this holder in this stock. | ||||||