Position in UBER
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$2,315,903
+$393,646 QoQ
Shares Held
32,094
+20.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.60%
of 13F equity value
Holder Rank
#1,003
of 2,389 holders
Holding Since
Jun 2020
25 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, 2026CREATIVE FINANCIAL DESIGNS INC /ADV holds $5,828,007 across 39 Software - Application names. UBER ranks #1 (39.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
This page
|
32,094 | $2,315,903 | |
| 2 | CRM |
Salesforce, Inc.
|
7,286 | $1,141,424 | |
| 3 | ADBE |
Adobe Inc.
|
3,056 | $626,541 | |
| 4 | SHOP |
Shopify Inc.
|
4,005 | $457,290 | |
| 5 | ROP |
Roper Technologies Inc
|
971 | $328,576 | |
| 6 | IDCC |
InterDigital, Inc.
|
507 | $143,546 | |
| 7 | ADP |
Automatic Data Processing Inc
|
589 | $131,906 | |
| 8 | PAYX |
Paychex Inc
|
1,338 | $131,565 |
All Filings in UBER
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,315,903 | 32,094 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $1,922,257 | 26,724 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $2,129,035 | 26,056 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $2,403,791 | 24,536 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $2,292,474 | 24,571 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $1,749,878 | 24,017 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $1,420,234 | 23,545 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $1,665,395 | 22,158 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $1,535,583 | 21,128 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $2,002,432 | 26,009 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $1,632,959 | 26,522 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $1,204,432 | 26,189 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,568,927 | 36,343 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $1,170,776 | 36,933 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $909,025 | 36,758 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $924,426 | 34,884 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $690,095 | 33,729 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $977,917 | 27,408 | Shares | Sole | 2022-04-15 | |
| 2021-12-31 | $29,099 | 694 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $26,611 | 594 | Shares | Sole | 2021-10-08 | |
| 2021-06-30 | $29,771 | 594 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $32,378 | 594 | Shares | Sole | 2021-04-19 | |
| 2020-12-31 | $21,675 | 425 | Shares | Sole | 2021-01-08 | |
| 2020-09-30 | $18,021 | 494 | Shares | Sole | 2020-10-06 | |
| 2020-06-30 | $15,353 | 494 | Shares | Sole | 2020-07-23 | |
| No filing history on record for this holder in this stock. | ||||||