Paragon Private Wealth Management, LLC
Position in UBER — Uber Technologies, Inc
CIK 1922684
LEXINGTON, KY
Position in UBER
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$926,461
+$206,083 QoQ
Shares Held
12,839
+28.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.36%
of 13F equity value
Holder Rank
#1,345
of 2,397 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 48%
Shared 0%
None 52%
Common Shares in UBER Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Paragon Private Wealth Management, LLC holds $4,459,621 across 6 Software - Application names. UBER ranks #3 (20.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SNOW |
Snowflake Inc.
|
4,464 | $1,136,088 | |
| 2 | ADP |
Automatic Data Processing Inc
|
4,409 | $987,395 | |
| 3 | UBER |
Uber Technologies, Inc
This page
|
12,839 | $926,461 | |
| 4 | PAYX |
Paychex Inc
|
8,862 | $871,399 | |
| 5 | CRM |
Salesforce, Inc.
|
1,953 | $305,956 | |
| 6 | CDNS |
Cadence Design Systems Inc
|
619 | $232,322 |
All Filings in UBER
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $926,461 | 12,839 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $720,378 | 10,015 | Shares | Sole | 2026-05-19 | |
| 2025-12-31 | $792,014 | 9,693 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $794,830 | 8,113 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $265,531 | 2,846 | Shares | Defined | 2025-08-14 | |
| No filing history on record for this holder in this stock. | ||||||