SageView Advisory Group, LLC
Position in UBER — Uber Technologies, Inc
CIK 1914558
NEWPORT BEACH, CA
Position in UBER
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$374,582
+$48,452 QoQ
Shares Held
5,191
+14.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,742
of 2,397 holders
Holding Since
Mar 2023
13 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in UBER Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026SageView Advisory Group, LLC holds $10,825,405 across 11 Software - Application names. UBER ranks #6 (3.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADSK |
Autodesk, Inc.
|
30,633 | $5,955,667 | |
| 2 | CRM |
Salesforce, Inc.
|
7,025 | $1,100,536 | |
| 3 | PAYX |
Paychex Inc
|
9,826 | $966,190 | |
| 4 | NOW |
ServiceNow, Inc.
|
7,101 | $704,987 | |
| 5 | SHOP |
Shopify Inc.
|
3,598 | $410,819 | |
| 6 | UBER |
Uber Technologies, Inc
This page
|
5,191 | $374,582 | |
| 7 | ADP |
Automatic Data Processing Inc
|
1,281 | $286,879 | |
| 8 | LIF |
Life360, Inc.
|
4,973 | $275,305 |
All Filings in UBER
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $374,582 | 5,191 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $326,130 | 4,534 | Shares | Sole | 2026-08-10 | |
| 2025-12-31 | $529,480 | 6,480 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $697,546 | 7,120 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $503,260 | 5,394 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $367,943 | 5,050 | Shares | Sole | 2025-05-19 | |
| 2024-12-31 | $412,468 | 6,838 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $910,864 | 12,119 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $838,799 | 11,541 | Shares | Sole | 2024-08-15 | |
| 2023-12-31 | $1,622,677 | 26,355 | Shares | Sole | 2024-03-06 | |
| 2023-09-30 | $1,160,649 | 25,237 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $1,055,765 | 24,456 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $673,815 | 21,256 | Shares | Sole | 2023-05-02 | |
| No filing history on record for this holder in this stock. | ||||||