Position in UBER
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$10,906,767
-$1,404,627 QoQ
Shares Held
151,147
-11.7% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#519
of 2,389 holders
Holding Since
Dec 2021
18 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, 2026HB Wealth Management, LLC holds $106,600,956 across 42 Software - Application names. UBER ranks #2 (10.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SHOP |
Shopify Inc.
|
282,009 | $32,199,787 | |
| 2 | UBER |
Uber Technologies, Inc
This page
|
151,147 | $10,906,767 | |
| 3 | ADP |
Automatic Data Processing Inc
|
46,647 | $10,446,595 | |
| 4 | U |
Unity Software Inc.
|
274,554 | $7,846,753 | |
| 5 | CDNS |
Cadence Design Systems Inc
|
14,182 | $5,322,788 | |
| 6 | CRM |
Salesforce, Inc.
|
33,897 | $5,310,304 | |
| 7 | DDOG |
Datadog, Inc.
|
16,539 | $4,306,094 | |
| 8 | NOW |
ServiceNow, Inc.
|
38,426 | $3,814,933 |
All Filings in UBER
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,906,767 | 151,147 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $12,311,394 | 171,158 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $14,773,249 | 180,801 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $17,240,760 | 175,980 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $13,762,029 | 147,503 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $12,176,436 | 167,121 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $2,174,475 | 36,049 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $2,738,454 | 36,435 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $2,213,469 | 30,455 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $1,913,047 | 24,848 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $1,359,958 | 22,088 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $901,587 | 19,604 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $759,317 | 17,589 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $482,220 | 15,212 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $401,788 | 16,247 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $360,320 | 13,597 | Shares | Sole | 2022-10-19 | |
| 2022-03-31 | $296,714 | 8,316 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $229,986 | 5,485 | Shares | Sole | 2022-02-15 | |
| No filing history on record for this holder in this stock. | ||||||