Position in UBER
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$6,515,541
+$1,037,641 QoQ
Shares Held
90,293
+18.6% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#661
of 2,400 holders
Holding Since
Jun 2023
13 quarters on record
Voting authority
Sole 99%
Shared 1%
None 0%
Common Shares in UBER Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Moran Wealth Management, LLC holds $120,163,933 across 18 Software - Application names. UBER ranks #8 (5.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CDNS |
Cadence Design Systems Inc
|
94,960 | $35,640,387 | |
| 2 | SSNC |
SS&C Technologies Holdings Inc
|
197,561 | $12,258,659 | |
| 3 | ADP |
Automatic Data Processing Inc
|
43,682 | $9,782,583 | |
| 4 | ZM |
Zoom Communications, Inc.
|
110,805 | $9,563,579 | |
| 5 | ADSK |
Autodesk, Inc.
|
47,309 | $9,197,815 | |
| 6 | NOW |
ServiceNow, Inc.
|
68,322 | $6,783,008 | |
| 7 | DDOG |
Datadog, Inc.
|
25,802 | $6,717,807 | |
| 8 | UBER |
Uber Technologies, Inc
This page
|
90,293 | $6,515,541 |
All Filings in UBER
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,515,541 | 90,293 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $5,477,900 | 76,156 | Shares | Defined | 2026-04-27 | |
| 2025-12-31 | $5,211,626 | 63,782 | Shares | Defined | 2026-01-26 | |
| 2025-09-30 | $4,980,500 | 50,837 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $3,808,785 | 40,823 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $2,431,265 | 33,369 | Shares | Defined | 2025-04-23 | |
| 2024-12-31 | $2,031,879 | 33,685 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $2,102,225 | 27,970 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $1,969,555 | 27,099 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $2,267,124 | 29,447 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,490,240 | 24,204 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $852,332 | 18,533 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $611,762 | 14,171 | Shares | Sole | 2023-08-10 | |
| No filing history on record for this holder in this stock. | ||||||