Annis Gardner Whiting Capital Advisors, LLC

Position in UBER — Uber Technologies, Inc

CIK 1998414 TAMPA, FL

Position in UBER

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$2,208,384

+$95,369 QoQ

Shares Held

30,604

+4.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.48%

of 13F equity value

Holder Rank

#1,017

of 2,389 holders

Holding Since

Sep 2023

12 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Annis Gardner Whiting Capital Advisors, LLC holds $10,470,989 across 12 Software - Application names. UBER ranks #1 (21.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UBER	Uber Technologies, Inc This page	30,604	$2,208,384
2	SHOP	Shopify Inc.	14,349	$1,638,368
3	ROP	Roper Technologies Inc	3,901	$1,320,059
4	ADP	Automatic Data Processing Inc	5,002	$1,120,197
5	CRM	Salesforce, Inc.	6,918	$1,083,773
6	SNOW	Snowflake Inc.	3,012	$766,554
7	ADSK	Autodesk, Inc.	3,001	$583,454
8	TEAM	Atlassian Corp	5,783	$449,859

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,208,384	30,604	+4.2%	Shares	Sole	2026-08-10
2026-03-31	$2,113,015	29,376	-1.1%	Shares	Sole	2026-05-06
2025-12-31	$2,426,868	29,701	-0.1%	Shares	Sole	2026-02-09
2025-09-30	$2,912,354	29,727	+43.1%	Shares	Sole	2025-11-03
2025-06-30	$1,938,587	20,778	+1.3%	Shares	Sole	2025-08-11
2025-03-31	$1,494,941	20,518	-31.8%	Shares	Sole	2025-05-09
2024-12-31	$1,814,606	30,083	-7.7%	Shares	Sole	2025-02-12
2024-09-30	$2,449,539	32,591	-3.6%	Shares	Sole	2024-11-14
2024-06-30	$2,457,238	33,809	+163.1%	Shares	Sole	2024-08-12
2024-03-31	$989,244	12,849	-3.5%	Shares	Sole	2024-05-13
2023-12-31	$820,173	13,321	+18.7%	Shares	Sole	2024-02-09
2023-09-30	$516,007	11,220	—	Shares	Sole	2023-11-08
No filing history on record for this holder in this stock.