Position in UBER
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$398,900
+$86,149 QoQ
Shares Held
5,528
+27.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#1,708
of 2,397 holders
Holding Since
Jun 2025
5 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, 2026SGL Investment Advisors, Inc. holds $2,062,184 across 6 Software - Application names. UBER ranks #2 (19.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADP |
Automatic Data Processing Inc
|
2,498 | $559,427 | |
| 2 | UBER |
Uber Technologies, Inc
This page
|
5,528 | $398,900 | |
| 3 | NOW |
ServiceNow, Inc.
|
3,098 | $307,569 | |
| 4 | CRM |
Salesforce, Inc.
|
1,878 | $294,207 | |
| 5 | CDNS |
Cadence Design Systems Inc
|
731 | $274,358 | |
| 6 | SSNC |
SS&C Technologies Holdings Inc
|
3,670 | $227,723 |
All Filings in UBER
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $398,900 | 5,528 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $312,751 | 4,348 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $350,127 | 4,285 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $921,309 | 9,404 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $834,008 | 8,939 | Shares | Sole | 2025-07-23 | |
| No filing history on record for this holder in this stock. | ||||||