Position in UBER
as of Mar 31, 2026
· filed Apr 27, 2026
Position Value
$5,477,900
+$266,274 QoQ
Shares Held
76,156
+19.4% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2023
12 quarters on record
Voting authority
Sole 99.7885918378066.ToString("F0")%
Shared 0.21140816219339253.ToString("F0")%
None 0.ToString("F0")%
Common Shares in UBER Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Mar 31, 2026Moran Wealth Management, LLC holds $111,145,547 across 18 Software - Application names. UBER ranks #7 (4.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CDNS |
Cadence Design Systems Inc
|
104,512 | $29,040,748 | |
| 2 | INTU |
Intuit Inc.
|
36,256 | $15,676,368 | |
| 3 | SSNC |
SS&C Technologies Holdings Inc
|
205,890 | $13,911,987 | |
| 4 | ADSK |
Autodesk, Inc.
|
37,979 | $9,092,171 | |
| 5 | ZM |
Zoom Communications, Inc.
|
107,601 | $8,650,044 | |
| 6 | NOW |
ServiceNow, Inc.
|
67,165 | $7,022,100 | |
| 7 | UBER |
Uber Technologies, Inc
This page
|
76,156 | $5,477,900 | |
| 8 | CRM |
Salesforce, Inc.
|
27,788 | $5,187,185 |
All Filings in UBER
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||