Position in UBER
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$257,539
-$3,063 QoQ
Shares Held
3,569
-1.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#1,915
of 2,392 holders
Holding Since
Jun 2024
9 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, 2026Richard W. Paul & Associates, LLC holds $3,460,989 across 9 Software - Application names. UBER ranks #4 (7.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRM |
Salesforce, Inc.
|
7,018 | $1,099,439 | |
| 2 | SAP |
Sap SE
|
6,841 | $1,054,266 | |
| 3 | INTU |
Intuit Inc.
|
2,953 | $770,733 | |
| 4 | UBER |
Uber Technologies, Inc
This page
|
3,569 | $257,539 | |
| 5 | NOW |
ServiceNow, Inc.
|
2,351 | $233,407 | |
| 6 | PAYX |
Paychex Inc
|
291 | $28,614 | |
| 7 | ADP |
Automatic Data Processing Inc
|
64 | $14,332 | |
| 8 | ADBE |
Adobe Inc.
|
7 | $1,435 |
All Filings in UBER
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $257,539 | 3,569 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $260,602 | 3,623 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $301,428 | 3,689 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $389,136 | 3,972 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $436,084 | 4,674 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $341,931 | 4,693 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $285,615 | 4,735 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $60,804 | 809 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $19,841 | 273 | Shares | Sole | 2024-07-23 | |
| No filing history on record for this holder in this stock. | ||||||