Clearstead Advisors, LLC

Position in UBER — Uber Technologies, Inc

CIK 842775 CLEVELAND, OH

Position in UBER

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$15,223,883

-$3,226,737 QoQ

Shares Held

210,974

-17.8% QoQ

Ownership

0.010%

of shares outstanding

% of Portfolio

0.31%

of 13F equity value

Holder Rank

#449

of 2,412 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Clearstead Advisors, LLC holds $79,831,767 across 110 Software - Application names. UBER ranks #2 (19.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CRM	Salesforce, Inc.	102,787	$16,102,611
2	UBER	Uber Technologies, Inc This page	210,974	$15,223,883
3	ZM	Zoom Communications, Inc.	159,482	$13,764,891
4	SNOW	Snowflake Inc.	44,017	$11,202,326
5	ADP	Automatic Data Processing Inc	39,318	$8,805,266
6	ADBE	Adobe Inc.	10,110	$2,072,752
7	INTU	Intuit Inc.	7,342	$1,916,262
8	SHOP	Shopify Inc.	14,717	$1,680,387

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$15,223,883	210,974	-17.8%	Shares	Sole	2026-08-06
2026-03-31	$18,450,620	256,508	+4.8%	Shares	Sole	2026-05-06
2025-12-31	$19,997,623	244,739	+2.2%	Shares	Sole	2026-02-09
2025-09-30	$23,459,700	239,458	-4.9%	Shares	Sole	2025-11-10
2025-06-30	$23,483,330	251,697	+3.1%	Shares	Sole	2025-08-08
2025-03-31	$17,786,218	244,115	+733.5%	Shares	Sole	2025-05-13
2024-12-31	$1,766,712	29,289	-0.5%	Shares	Sole	2025-02-10
2024-09-30	$2,211,958	29,430	+197.2%	Shares	Sole	2024-11-13
2024-06-30	$719,822	9,904	+247.4%	Shares	Sole	2024-08-12
2024-03-31	$219,498	2,851	+1.8%	Shares	Sole	2024-05-14
2023-12-31	$172,396	2,800	-56.2%	Shares	Sole	2024-02-12
2023-09-30	$294,336	6,400	-28.8%	Shares	Sole	2023-11-07
2023-06-30	$388,270	8,994	+43.6%	Shares	Sole	2023-08-07
2023-03-31	$198,505	6,262	-14.4%	Shares	Sole	2023-05-09
2022-12-31	$180,949	7,317	-5.2%	Shares	Sole	2023-02-14
2022-09-30	$204,500	7,717	+0.1%	Shares	Sole	2022-11-15
2022-06-30	$157,726	7,709	+26.5%	Shares	Sole	2022-08-12
2022-03-31	$217,505	6,096	0.0%	Shares	Sole	2022-05-04
2021-12-31	$255,605	6,096	-20.5%	Shares	Sole	2022-02-14
2021-09-30	$343,526	7,668	+15.4%	Shares	Sole	2021-11-12
2021-06-30	$333,147	6,647	0.0%	Shares	Sole	2021-08-12
2021-03-31	$362,327	6,647	+5.5%	Shares	Sole	2021-05-14
2020-12-31	$321,249	6,299	+10.6%	Shares	Sole	2021-02-11
2020-09-30	$207,717	5,694	-3.4%	Shares	Sole	2020-11-12
2020-06-30	$183,185	5,894	+8.3%	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.