Position in UBER
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$18,450,620
-$1,547,003 QoQ
Shares Held
256,508
+4.8% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
0.40%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 13%
Shared 0%
None 87%
Common Shares in UBER Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Mar 31, 2026Clearstead Advisors, LLC holds $87,495,445 across 55 Software - Application names. UBER ranks #1 (21.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
This page
|
256,508 | $18,450,620 | |
| 2 | CRM |
Salesforce, Inc.
|
93,532 | $17,459,618 | |
| 3 | ZM |
Zoom Communications, Inc.
|
169,533 | $13,628,757 | |
| 4 | SNOW |
Snowflake Inc.
|
70,399 | $10,617,577 | |
| 5 | ADP |
Automatic Data Processing Inc
|
38,251 | $7,771,838 | |
| 6 | ADBE |
Adobe Inc.
|
21,554 | $5,239,346 | |
| 7 | NOW |
ServiceNow, Inc.
|
32,725 | $3,421,398 | |
| 8 | INTU |
Intuit Inc.
|
5,574 | $2,410,086 |
All Filings in UBER
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $18,450,620 | 256,508 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $19,997,623 | 244,739 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $23,459,700 | 239,458 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $23,483,330 | 251,697 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $17,786,218 | 244,115 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $1,766,712 | 29,289 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $2,211,958 | 29,430 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $719,822 | 9,904 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $219,498 | 2,851 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $172,396 | 2,800 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $294,336 | 6,400 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $388,270 | 8,994 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $198,505 | 6,262 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $180,949 | 7,317 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $204,500 | 7,717 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $157,726 | 7,709 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $217,505 | 6,096 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $255,605 | 6,096 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $343,526 | 7,668 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $333,147 | 6,647 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $362,327 | 6,647 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $321,249 | 6,299 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $207,717 | 5,694 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $183,185 | 5,894 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $151,996 | 5,444 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||