Position in UBER
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$322,988
+$55,553 QoQ
Shares Held
4,476
+20.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,820
of 2,397 holders
Holding Since
Sep 2020
20 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in UBER Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Caldwell Trust Co holds $8,184,204 across 14 Software - Application names. UBER ranks #5 (3.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADP |
Automatic Data Processing Inc
|
11,075 | $2,480,246 | |
| 2 | PAYX |
Paychex Inc
|
18,036 | $1,773,479 | |
| 3 | CRM |
Salesforce, Inc.
|
10,716 | $1,678,768 | |
| 4 | SNOW |
Snowflake Inc.
|
3,000 | $763,500 | |
| 5 | UBER |
Uber Technologies, Inc
This page
|
4,476 | $322,988 | |
| 6 | ADBE |
Adobe Inc.
|
1,558 | $319,420 | |
| 7 | ROP |
Roper Technologies Inc
|
675 | $228,412 | |
| 8 | INTU |
Intuit Inc.
|
853 | $222,633 |
All Filings in UBER
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $322,988 | 4,476 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $267,435 | 3,718 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $281,572 | 3,446 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $215,044 | 2,195 | Shares | Sole | 2025-10-23 | |
| 2024-06-30 | $14,536 | 200 | Shares | Sole | 2025-09-24 | |
| 2024-03-31 | $15,398 | 200 | Shares | Sole | 2025-09-24 | |
| 2023-12-31 | $12,314 | 200 | Shares | Sole | 2025-10-01 | |
| 2023-09-30 | $9,198 | 200 | Shares | Sole | 2025-10-01 | |
| 2023-06-30 | $8,634 | 200 | Shares | Sole | 2025-10-01 | |
| 2023-03-31 | $6,340 | 200 | Shares | Sole | 2025-10-01 | |
| 2022-12-31 | $4,946 | 200 | Shares | Sole | 2025-10-01 | |
| 2022-09-30 | $5,300 | 200 | Shares | Sole | 2025-10-01 | |
| 2022-06-30 | $4,092 | 200 | Shares | Sole | 2025-10-02 | |
| 2022-03-31 | $7,136 | 200 | Shares | Sole | 2025-10-02 | |
| 2021-12-31 | $16,772 | 400 | Shares | Sole | 2025-10-02 | |
| 2021-09-30 | $17,920 | 400 | Shares | Sole | 2025-10-02 | |
| 2021-06-30 | $20,048 | 400 | Shares | Sole | 2025-10-02 | |
| 2021-03-31 | $21,804 | 400 | Shares | Sole | 2025-10-02 | |
| 2020-12-31 | $10,200 | 200 | Shares | Sole | 2025-10-02 | |
| 2020-09-30 | $7,296 | 200 | Shares | Sole | 2025-10-02 | |
| No filing history on record for this holder in this stock. | ||||||