Position in UBER
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$646,192
+$3,498 QoQ
Shares Held
8,955
+0.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#1,503
of 2,392 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, 2026VALLEY NATIONAL ADVISERS INC holds $6,888,034 across 26 Software - Application names. UBER ranks #5 (9.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADP |
Automatic Data Processing Inc
|
8,198 | $1,835,942 | |
| 2 | CRM |
Salesforce, Inc.
|
9,449 | $1,480,280 | |
| 3 | PAYC |
Paycom Software, Inc.
|
10,016 | $1,258,810 | |
| 4 | INTU |
Intuit Inc.
|
3,381 | $882,441 | |
| 5 | UBER |
Uber Technologies, Inc
This page
|
8,955 | $646,192 | |
| 6 | NOW |
ServiceNow, Inc.
|
3,695 | $366,839 | |
| 7 | PAYX |
Paychex Inc
|
1,451 | $142,676 | |
| 8 | ADBE |
Adobe Inc.
|
667 | $136,748 |
All Filings in UBER
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $646,192 | 8,955 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $642,694 | 8,935 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $768,237 | 9,402 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $927,286 | 9,465 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $877,953 | 9,410 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $683,135 | 9,376 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $405,229 | 6,718 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $486,585 | 6,474 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $652,811 | 8,982 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $732,944 | 9,520 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $473,288 | 7,687 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $221,441 | 4,815 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $205,316 | 4,756 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $151,779 | 4,788 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $70 | 2,491 | Shares | Sole | 2023-01-12 | |
| 2022-09-30 | $61,294 | 2,313 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $45,441 | 2,221 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $76,426 | 2,142 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $89,814 | 2,142 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $105,772 | 2,361 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $117,932 | 2,353 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $122,920 | 2,255 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $121,941 | 2,391 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $87,223 | 2,391 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $74,312 | 2,391 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $66,756 | 2,391 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||