Western Pacific Wealth Management, LP
Position in UBER — Uber Technologies, Inc
CIK 1907320
Lake Forest, IL
Position in UBER
as of Mar 31, 2026
· filed Apr 17, 2026
Position Value
$86,316
-$11,736 QoQ
Shares Held
1,200
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
13 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 Mar 31, 2026Western Pacific Wealth Management, LP holds $1,189,743 across 12 Software - Application names. UBER ranks #5 (7.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRM |
Salesforce, Inc.
|
2,899 | $541,156 | |
| 2 | SNOW |
Snowflake Inc.
|
1,043 | $157,305 | |
| 3 | NOW |
ServiceNow, Inc.
|
1,236 | $129,223 | |
| 4 | INTU |
Intuit Inc.
|
262 | $113,283 | |
| 5 | UBER |
Uber Technologies, Inc
This page
|
1,200 | $86,316 | |
| 6 | SHOP |
Shopify Inc.
|
400 | $47,448 | |
| 7 | SOUN |
Soundhound Ai, Inc.
|
6,000 | $41,220 | |
| 8 | TYL |
Tyler Technologies Inc
|
119 | $40,743 |
All Filings in UBER
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $86,316 | 1,200 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $98,052 | 1,200 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $247,276 | 2,524 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $235,489 | 2,524 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $96,466 | 1,324 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $251,534 | 4,170 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $354,304 | 4,714 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $295,371 | 4,064 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $252,065 | 3,274 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $196,100 | 3,185 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $113,687 | 2,472 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $106,716 | 2,472 | Shares | Sole | 2023-08-08 | |
| 2022-12-31 | $0 | 0 | Shares | Sole | 2023-02-03 | |
| No filing history on record for this holder in this stock. | ||||||