Position in UBER
as of Mar 31, 2026
· filed Apr 24, 2026
Position Value
$122,203
-$8,691 QoQ
Shares Held
1,699
+6.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 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 Mar 31, 2026Medallion Wealth Advisors, LLC holds $797,429 across 24 Software - Application names. UBER ranks #1 (15.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
This page
|
1,699 | $122,203 | |
| 2 | NOW |
ServiceNow, Inc.
|
1,147 | $119,913 | |
| 3 | SSNC |
SS&C Technologies Holdings Inc
|
1,566 | $105,812 | |
| 4 | ADP |
Automatic Data Processing Inc
|
353 | $71,721 | |
| 5 | GWRE |
Guidewire Software, Inc.
|
421 | $62,962 | |
| 6 | CRM |
Salesforce, Inc.
|
241 | $44,986 | |
| 7 | TYL |
Tyler Technologies Inc
|
119 | $40,740 | |
| 8 | SNOW |
Snowflake Inc.
|
258 | $38,911 |
All Filings in UBER
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $122,203 | 1,699 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $130,894 | 1,602 | Shares | Sole | 2026-04-24 | |
| 2025-09-30 | $156,944 | 1,602 | Shares | Sole | 2026-04-24 | |
| 2025-06-30 | $150,675 | 1,615 | Shares | Sole | 2026-04-24 | |
| 2025-03-31 | $117,664 | 1,615 | Shares | Sole | 2026-04-24 | |
| 2024-12-31 | $73,106 | 1,212 | Shares | Sole | 2026-04-24 | |
| No filing history on record for this holder in this stock. | ||||||