Position in UBER
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$4,973,195
-$673,597 QoQ
Shares Held
68,919
-12.2% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#735
of 2,389 holders
Holding Since
Mar 2020
26 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, 2026INDEPENDENT FINANCIAL GROUP, LLC holds $30,602,681 across 17 Software - Application names. UBER ranks #2 (16.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSTR |
Strategy Inc
|
88,483 | $7,691,827 | |
| 2 | UBER |
Uber Technologies, Inc
This page
|
68,919 | $4,973,195 | |
| 3 | SNOW |
Snowflake Inc.
|
15,538 | $3,954,421 | |
| 4 | CRM |
Salesforce, Inc.
|
23,146 | $3,626,052 | |
| 5 | NOW |
ServiceNow, Inc.
|
30,407 | $3,018,806 | |
| 6 | SHOP |
Shopify Inc.
|
21,385 | $2,441,739 | |
| 7 | DDOG |
Datadog, Inc.
|
3,905 | $1,016,705 | |
| 8 | ADP |
Automatic Data Processing Inc
|
2,557 | $572,640 |
All Filings in UBER
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,973,195 | 68,919 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $5,646,792 | 78,504 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $6,621,288 | 81,034 | Shares | Sole | 2026-05-15 | |
| 2025-09-30 | $8,951,812 | 91,373 | Shares | Sole | 2026-05-15 | |
| 2025-06-30 | $7,820,685 | 83,823 | Shares | Sole | 2026-05-15 | |
| 2025-03-31 | $5,278,342 | 72,445 | Shares | Sole | 2026-05-19 | |
| 2024-12-31 | $3,050,382 | 50,570 | Shares | Sole | 2026-06-12 | |
| 2024-09-30 | $4,621,889 | 61,494 | Shares | Sole | 2026-06-12 | |
| 2024-06-30 | $4,339,722 | 59,710 | Shares | Sole | 2026-06-12 | |
| 2024-03-31 | $4,555,344 | 59,168 | Shares | Sole | 2026-06-12 | |
| 2023-12-31 | $3,781,690 | 61,421 | Shares | Sole | 2026-06-12 | |
| 2023-09-30 | $2,281,839 | 49,616 | Shares | Sole | 2026-06-12 | |
| 2023-06-30 | $1,913,467 | 44,324 | Shares | Sole | 2026-06-12 | |
| 2023-03-31 | $1,307,054 | 41,232 | Shares | Sole | 2026-06-12 | |
| 2022-12-31 | $856,325 | 34,627 | Shares | Sole | 2026-06-15 | |
| 2022-09-30 | $813,470 | 30,697 | Shares | Sole | 2026-06-15 | |
| 2022-06-30 | $596,756 | 29,167 | Shares | Sole | 2026-06-12 | |
| 2022-03-31 | $884,435 | 24,788 | Shares | Sole | 2026-06-12 | |
| 2021-12-31 | $832,645 | 19,858 | Shares | Sole | 2026-06-15 | |
| 2021-09-30 | $749,235 | 16,724 | Shares | Sole | 2026-06-15 | |
| 2021-06-30 | $671,608 | 13,400 | Shares | Sole | 2026-06-15 | |
| 2021-03-31 | $463,934 | 8,511 | Shares | Sole | 2026-06-15 | |
| 2020-12-31 | $400,860 | 7,860 | Shares | Sole | 2026-06-15 | |
| 2020-09-30 | $306,504 | 8,402 | Shares | Sole | 2026-06-15 | |
| 2020-06-30 | $304,646 | 9,802 | Shares | Sole | 2026-06-15 | |
| 2020-03-31 | $256,919 | 9,202 | Shares | Sole | 2026-06-15 | |
| No filing history on record for this holder in this stock. | ||||||