Compound Planning, Inc.

Position in UBER — Uber Technologies, Inc

CIK 1978879 NEW YORK, NY

Position in UBER

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$2,797,715

-$537,030 QoQ

Shares Held

38,771

-16.4% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.13%

of 13F equity value

Holder Rank

#956

of 2,411 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Compound Planning, Inc. holds $45,135,702 across 33 Software - Application names. UBER ranks #4 (6.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	FIG	Figma, Inc.	809,025	$14,635,261
2	NOW	ServiceNow, Inc.	58,018	$5,760,026
3	SHOP	Shopify Inc.	28,597	$3,265,205
4	UBER	Uber Technologies, Inc This page	38,771	$2,797,715
5	ADP	Automatic Data Processing Inc	9,591	$2,147,904
6	CRM	Salesforce, Inc.	12,013	$1,881,956
7	VIA	Via Transportation, Inc.	87,620	$1,589,425
8	SAP	Sap SE	10,200	$1,571,921

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,797,715	38,771	-16.4%	Shares	Other	2026-08-04
2026-03-31	$3,334,745	46,361	+11.7%	Shares	Sole	2026-05-14
2025-12-31	$3,390,474	41,494	-4.4%	Shares	Defined	2026-02-19
2025-09-30	$4,252,975	43,411	+9.1%	Shares	Sole	2025-11-10
2025-06-30	$3,713,899	39,806	-1.7%	Shares	Sole	2025-08-14
2025-03-31	$2,950,757	40,499	+15.4%	Shares	Sole	2025-05-14
2024-12-31	$2,117,533	35,105	+14.4%	Shares	Sole	2025-01-17
2024-09-30	$2,305,833	30,679	-5.8%	Shares	Sole	2024-10-08
2024-06-30	$2,367,332	32,572	+10.8%	Shares	Sole	2024-07-26
2024-03-31	$2,262,659	29,389	+32.5%	Shares	Sole	2024-05-07
2023-12-31	$1,365,376	22,176	—	Shares	Sole	2024-02-08
No filing history on record for this holder in this stock.