Position in UBER
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$1,068,545
+$45,486 QoQ
Shares Held
14,808
+4.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#1,278
of 2,392 holders
Holding Since
Mar 2025
6 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, 2026Portside Wealth Group, LLC holds $17,298,579 across 16 Software - Application names. UBER ranks #6 (6.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SHOP |
Shopify Inc.
|
33,646 | $3,841,699 | |
| 2 | CRM |
Salesforce, Inc.
|
19,588 | $3,068,655 | |
| 3 | NOW |
ServiceNow, Inc.
|
20,704 | $2,055,493 | |
| 4 | ADSK |
Autodesk, Inc.
|
7,805 | $1,517,447 | |
| 5 | IDCC |
InterDigital, Inc.
|
3,832 | $1,084,953 | |
| 6 | UBER |
Uber Technologies, Inc
This page
|
14,808 | $1,068,545 | |
| 7 | ADP |
Automatic Data Processing Inc
|
4,350 | $974,182 | |
| 8 | CVLT |
Commvault Systems Inc
|
5,950 | $843,292 |
All Filings in UBER
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,068,545 | 14,808 | Shares | Other | 2026-07-14 | |
| 2026-03-31 | $1,023,059 | 14,223 | Shares | Other | 2026-05-12 | |
| 2025-12-31 | $1,711,823 | 20,950 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $2,349,614 | 23,983 | Shares | Other | 2025-11-05 | |
| 2025-06-30 | $612,140 | 6,561 | Shares | Other | 2025-08-11 | |
| 2025-03-31 | $267,687 | 3,674 | Shares | Sole | 2025-04-14 | |
| No filing history on record for this holder in this stock. | ||||||