Position in UBER
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$19,393,263
-$1,702,134 QoQ
Shares Held
269,613
+4.4% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
0.33%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2021
21 quarters on record
Voting authority
Sole 3.3106712213431844.ToString("F0")%
Shared 0.ToString("F0")%
None 96.68932877865682.ToString("F0")%
Common Shares in UBER Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Mar 31, 2026NewEdge Wealth, LLC holds $142,707,494 across 30 Software - Application names. UBER ranks #3 (13.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRM |
Salesforce, Inc.
|
222,098 | $41,459,033 | |
| 2 | NOW |
ServiceNow, Inc.
|
328,172 | $34,310,382 | |
| 3 | UBER |
Uber Technologies, Inc
This page
|
269,613 | $19,393,263 | |
| 4 | SHOP |
Shopify Inc.
|
57,623 | $6,835,240 | |
| 5 | IDCC |
InterDigital, Inc.
|
13,783 | $4,162,466 | |
| 6 | SAP |
Sap SE
|
20,193 | $3,457,243 | |
| 7 | ADBE |
Adobe Inc.
|
12,831 | $3,118,959 | |
| 8 | TTAN |
ServiceTitan, Inc.
|
47,371 | $3,006,163 |
All Filings in UBER
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $19,393,263 | 269,613 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $21,095,397 | 258,174 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $18,997,558 | 193,912 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $20,540,834 | 220,159 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $26,744,793 | 367,071 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $20,945,516 | 347,240 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $15,592,693 | 207,460 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $14,354,154 | 197,498 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $15,151,016 | 196,792 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $17,315,823 | 281,238 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $15,146,392 | 329,341 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $13,309,267 | 308,299 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $23,031,349 | 726,541 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $17,841,310 | 721,444 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $14,175,539 | 534,926 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $992,964 | 48,532 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $1,514,259 | 42,440 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $1,255,216 | 29,936 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $1,266,720 | 28,275 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $1,283,072 | 25,600 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $1,395,456 | 25,600 | Shares | Sole | 2021-05-13 | |
| No filing history on record for this holder in this stock. | ||||||