Position in UBER
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$481,379
-$13,067 QoQ
Shares Held
6,671
-3.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.44%
of 13F equity value
Holder Rank
#1,629
of 2,392 holders
Holding Since
Dec 2021
17 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in UBER Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Synergy Financial Group, LTD holds $11,209,007 across 11 Software - Application names. UBER ranks #6 (4.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SHOP |
Shopify Inc.
|
50,860 | $5,807,194 | |
| 2 | DDOG |
Datadog, Inc.
|
5,963 | $1,552,526 | |
| 3 | SNOW |
Snowflake Inc.
|
2,911 | $740,849 | |
| 4 | NOW |
ServiceNow, Inc.
|
6,358 | $631,222 | |
| 5 | ZM |
Zoom Communications, Inc.
|
5,917 | $510,696 | |
| 6 | UBER |
Uber Technologies, Inc
This page
|
6,671 | $481,379 | |
| 7 | PAYC |
Paycom Software, Inc.
|
3,384 | $425,301 | |
| 8 | CRM |
Salesforce, Inc.
|
1,910 | $299,220 |
All Filings in UBER
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $481,379 | 6,671 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $494,446 | 6,874 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $553,503 | 6,774 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $731,639 | 7,468 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $696,764 | 7,468 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $553,590 | 7,598 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $456,803 | 7,573 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $572,719 | 7,620 | Shares | Sole | 2024-11-18 | |
| 2024-06-30 | $562,979 | 7,746 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $594,439 | 7,721 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $477,967 | 7,763 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $353,709 | 7,691 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $323,559 | 7,495 | Shares | Sole | 2023-08-16 | |
| 2023-03-31 | $237,591 | 7,495 | Shares | Sole | 2023-05-03 | |
| 2022-09-30 | $216,982 | 8,188 | Shares | Sole | 2022-11-01 | |
| 2022-03-31 | $324,866 | 9,105 | Shares | Sole | 2022-08-03 | |
| 2021-12-31 | $381,772 | 9,105 | Shares | Sole | 2022-02-11 | |
| No filing history on record for this holder in this stock. | ||||||