CATALYST FINANCIAL PARTNERS LLC

Position in UBER — Uber Technologies, Inc

CIK 1927537 BOSTON, MA

Position in UBER

as of Jun 30, 2026 · filed Jul 30, 2026 Compact

Position Value

$752,051

-$46,084 QoQ

Shares Held

10,422

-6.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.15%

of 13F equity value

Holder Rank

#1,440

of 2,397 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

CATALYST FINANCIAL PARTNERS LLC holds $5,736,289 across 11 Software - Application names. UBER ranks #2 (13.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CRM	Salesforce, Inc.	5,245	$821,681
2	UBER	Uber Technologies, Inc This page	10,422	$752,051
3	NOW	ServiceNow, Inc.	6,885	$683,542
4	ADP	Automatic Data Processing Inc	2,850	$638,257
5	CDNS	Cadence Design Systems Inc	1,646	$617,776
6	PAYX	Paychex Inc	5,938	$583,883
7	DDOG	Datadog, Inc.	1,774	$461,878
8	WDAY	Workday, Inc.	2,735	$334,818

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$752,051	10,422	-6.1%	Shares	Sole	2026-07-30
2026-03-31	$798,135	11,096	+19.5%	Shares	Sole	2026-05-12
2025-12-31	$758,677	9,285	-5.6%	Shares	Sole	2026-02-04
2025-09-30	$963,926	9,839	+7.6%	Shares	Sole	2025-11-12
2025-06-30	$853,135	9,144	-5.9%	Shares	Sole	2025-08-14
2025-03-31	$708,344	9,722	+23.3%	Shares	Sole	2025-05-02
2024-12-31	$475,743	7,887	-1.8%	Shares	Sole	2025-01-30
2024-09-30	$603,384	8,028	+7.3%	Shares	Sole	2024-10-28
2024-06-30	$544,009	7,485	+0.8%	Shares	Sole	2024-07-25
2024-03-31	$571,419	7,422	+44.4%	Shares	Sole	2024-04-23
2023-12-31	$316,408	5,139	—	Shares	Sole	2024-02-07
No filing history on record for this holder in this stock.