Envestnet Portfolio Solutions, Inc.

Position in UBER — Uber Technologies, Inc

CIK 1998033 BERWYN, PA

Position in UBER

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$8,339,170

+$423,418 QoQ

Shares Held

115,565

+5.0% QoQ

Ownership

0.006%

of shares outstanding

% of Portfolio

0.22%

of 13F equity value

Holder Rank

#586

of 2,389 holders

Holding Since

Sep 2023

12 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Envestnet Portfolio Solutions, Inc. holds $58,119,004 across 34 Software - Application names. UBER ranks #1 (14.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UBER	Uber Technologies, Inc This page	115,565	$8,339,170
2	CRM	Salesforce, Inc.	43,398	$6,798,730
3	PAYX	Paychex Inc	58,503	$5,752,599
4	NOW	ServiceNow, Inc.	52,800	$5,241,984
5	CDNS	Cadence Design Systems Inc	11,780	$4,421,269
6	ADP	Automatic Data Processing Inc	16,813	$3,765,271
7	SHOP	Shopify Inc.	29,858	$3,409,186
8	FICO	Fair Isaac Corp	1,592	$1,902,089

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$8,339,170	115,565	+5.0%	Shares	Sole	2026-07-20
2026-03-31	$7,915,752	110,048	-35.9%	Shares	Sole	2026-04-29
2025-12-31	$14,030,587	171,712	+9.2%	Shares	Sole	2026-02-06
2025-09-30	$15,403,921	157,231	-21.1%	Shares	Sole	2025-10-30
2025-06-30	$18,598,142	199,337	-3.3%	Shares	Sole	2025-07-25
2025-03-31	$15,011,637	206,034	-10.7%	Shares	Sole	2025-04-21
2024-12-31	$13,920,227	230,773	-1.4%	Shares	Sole	2025-02-10
2024-09-30	$17,585,786	233,978	+11.2%	Shares	Sole	2024-10-31
2024-06-30	$15,287,874	210,345	+9.8%	Shares	Sole	2024-07-16
2024-03-31	$14,745,971	191,531	+11.0%	Shares	Sole	2024-05-06
2023-12-31	$10,627,843	172,614	+9.3%	Shares	Sole	2024-02-07
2023-09-30	$7,263,706	157,941	—	Shares	Sole	2023-11-13
No filing history on record for this holder in this stock.