Position in UBER
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$3,481,142
+$686,334 QoQ
Shares Held
48,242
+41.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#875
of 2,392 holders
Holding Since
Dec 2021
18 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in UBER Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026AXXCESS WEALTH MANAGEMENT, LLC holds $24,836,848 across 15 Software - Application names. UBER ranks #2 (14.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ROP |
Roper Technologies Inc
|
16,543 | $5,597,985 | |
| 2 | UBER |
Uber Technologies, Inc
This page
|
48,242 | $3,481,142 | |
| 3 | WDAY |
Workday, Inc.
|
27,655 | $3,385,525 | |
| 4 | INTU |
Intuit Inc.
|
12,190 | $3,181,590 | |
| 5 | ADP |
Automatic Data Processing Inc
|
10,474 | $2,345,652 | |
| 6 | ADSK |
Autodesk, Inc.
|
9,668 | $1,879,652 | |
| 7 | SHOP |
Shopify Inc.
|
10,930 | $1,247,987 | |
| 8 | CRM |
Salesforce, Inc.
|
4,979 | $780,010 |
All Filings in UBER
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,481,142 | 48,242 | Shares | Sole | 2026-07-28 | |
| 2025-12-31 | $2,794,808 | 34,204 | Shares | Sole | 2026-02-19 | |
| 2025-09-30 | $1,772,767 | 18,095 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $1,480,671 | 15,870 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $1,153,592 | 15,833 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $740,910 | 12,283 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $1,536,345 | 20,441 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $1,340,873 | 18,449 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $945,283 | 12,278 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $282,914 | 4,595 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $757,685 | 16,475 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $490,281 | 11,357 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $299,882 | 9,460 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $233,945 | 9,460 | Shares | Sole | 2023-02-16 | |
| 2022-09-30 | $265,212 | 10,008 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $943,124 | 46,096 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $1,866,956 | 52,325 | Shares | Sole | 2022-08-11 | |
| 2021-12-31 | $2,135,746 | 50,936 | Shares | Sole | 2022-08-11 | |
| No filing history on record for this holder in this stock. | ||||||