Position in UBER
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$107,286,831
-$19,408,364 QoQ
Shares Held
1,491,545
-3.8% QoQ
Ownership
0.073%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
14 quarters on record
Voting authority
Sole 88.86523950131233.ToString("F0")%
Shared 1.7894931102362204.ToString("F0")%
None 9.345267388451443.ToString("F0")%
Common Shares in UBER Over Time
Shares Held
Position Value (USD)
Derivatives in UBER
reported options exposure · as of Sep 30, 2025CallValue
$19,594
CallShares
200
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Software - Application
Technology · as of Mar 31, 2026Corient Private Wealth LLC holds $970,259,720 across 77 Software - Application names. UBER ranks #3 (11.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ROP |
Roper Technologies Inc
|
496,095 | $175,548,176 | |
| 2 | NOW |
ServiceNow, Inc.
|
1,248,556 | $130,536,529 | |
| 3 | UBER |
Uber Technologies, Inc
This page
|
1,491,545 | $107,286,831 | |
| 4 | ADP |
Automatic Data Processing Inc
|
408,761 | $83,052,059 | |
| 5 | CRM |
Salesforce, Inc.
|
417,509 | $77,936,404 | |
| 6 | PAYX |
Paychex Inc
|
742,114 | $68,363,541 | |
| 7 | INTU |
Intuit Inc.
|
125,726 | $54,361,407 | |
| 8 | ADBE |
Adobe Inc.
|
160,893 | $39,109,869 |
All Filings in UBER
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $107,286,831 | 1,491,545 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $126,695,195 | 1,550,547 | Shares | Sole | 2026-03-09 | |
| 2025-09-30 | $124,391,232 | 1,269,687 | Shares | Other | 2025-11-14 | |
| 2025-09-30 | $19,594 | 200 | Call | Sole | 2025-11-14 | |
| 2025-06-30 | $124,201,331 | 1,331,204 | Shares | Defined | 2025-09-26 | |
| 2025-03-31 | $43,800,588 | 601,161 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $17,025,559 | 282,254 | Shares | Other | 2025-02-10 | |
| 2024-09-30 | $27,896,384 | 371,160 | Shares | Other | 2024-11-12 | |
| 2024-06-30 | $20,409,924 | 280,819 | Shares | Other | 2024-08-13 | |
| 2024-03-31 | $20,355,693 | 264,394 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $15,518,718 | 252,050 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $13,185,838 | 286,711 | Shares | Other | 2023-11-03 | |
| 2023-06-30 | $11,334,974 | 262,566 | Shares | Other | 2023-08-10 | |
| 2023-03-31 | $8,783,911 | 277,095 | Shares | Other | 2023-05-15 | |
| 2022-12-31 | $5,058,719 | 204,558 | Shares | Other | 2023-02-15 | |
| No filing history on record for this holder in this stock. | ||||||