InvestorLens

UBER — UBER TECHNOLOGIES INC

Consumer Discretionary · Ride Sharing

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For educational research only.InvestorLens analyzes public regulatory filings (SEC EDGAR, STOCK Act PTRs) that may be delayed by 45 days or more. Information shown is historical and is not financial, legal, or tax advice, nor a recommendation or solicitation to buy or sell any security. Always do your own research.

InvestorLens aggregates public filing data to show which tracked investors reported holdings in this stock. Dollar values represent reported position values, not market capitalization, and may be delayed up to 45 days. Not a recommendation.

Sourced from SEC EDGAR public filings

Why are billionaires buying UBER?

Built from public SEC filings and public economic data. Not a recommendation.

Confidence
60
Institutional Conviction
Net distribution · 3 buying vs 2 selling last quarter
41
Macro Tailwind
Macro conditions are mixed for this sector
53
Congressional Activity
3 congressional purchases, 1 sale disclosed in the last 6 months
Why? — Evidence & Confidence ▾

Of 5 tracked investors who changed their UBER position last quarter, 3 bought and 2 sold (60% buy-side). Macro conditions are mixed for this sector (Macro Tailwind 53/100 in a Overheat regime). 3 congressional purchases, 1 sale disclosed in the last 6 months.

Supporting evidence
  • +3 tracked investors added or increased positions last quarter (Howard Marks, David Tepper, Bill Ackman)
  • +4 tracked investors reported holding UBER at their latest filing
  • +3 congressional purchases disclosed in the last 6 months
Contradicting evidence — always shown
  • −2 tracked investors reduced or exited last quarter (1 reduced, 1 sold out)
  • −13F data is disclosed up to 45 days after quarter end — positions may have changed since
Know the limits
  • · 13F disclosure lag (up to 45 days)
  • · Tracked investors are a sample, not the whole market
  • · Sector regime fit is a historical average, not a guarantee

Every InvestorLens score shows its evidence — including what argues against it. Model conviction-v1 · generated 9/18/2026.

About UBER TECHNOLOGIES INC (UBER)

UBER TECHNOLOGIES INC (UBER) appears in the most recent 13F filings of 4 tracked institutional investors. UBER TECHNOLOGIES INC is classified in the Consumer Discretionary sector (Ride Sharing industry). The largest disclosed position is held by Bill Ackman (Pershing Square), valued at $3.0B. Across recent filings, tracked investors recorded 8 new positions, 13 increased, 24 reduced, and 3 exited. All data sourced from SEC 13F filings.

Smart Money Consensus™

Based on recent institutional activity in UBER

44
/100
Mixed Activity
Added / Increased21
Reduced24
Exited3
BearishBullish
Crowded Trade Score™

How many top investors track UBER

27
/100
Emerging Interest
4investors

A small number of top investors own this.

UndiscoveredCrowded
151015+

UBER Ownership Composition

How UBER TECHNOLOGIES INC is held across tracked investor types, based on reported 13F positions.

Dominant Type
Activist
59% of tracked value
Institutions
4
tracked investors
Total Reported
$4.2B
combined 13F value
Types3
  • Activist58.6%
  • Multi-Strategy / Quant28.2%
  • Value & Distressed13.1%
Activist(1)
58.6%
Multi-Strategy / Quant(2)
28.2%
Value & Distressed(1)
13.1%

Tracked investors currently reporting UBER

5 tracked investors have since exited this position — listed separately below.

  • Bill AckmanJun 30, 2026
    Pershing Square
    Shares
    34.3M
    Value
    $2.5B
    % Portfolio
    12.72%
  • Ken GriffinJun 30, 2026
    Citadel Advisors
    Shares
    11.6M
    Value
    $837.6M
    % Portfolio
    0.10%
  • David TepperJun 30, 2026
    Appaloosa Management
    Shares
    7.7M
    Value
    $555.2M
    % Portfolio
    7.19%
  • Izzy EnglanderJun 30, 2026
    Millennium Management
    Shares
    4.9M
    Value
    $355.6M
    % Portfolio
    0.13%

Previously held UBER

These investors reported UBER in an earlier quarter but not in their most recent 13F. Figures below are their last reported position, not a current holding.

InvestorFirmLast reported sharesValue thenLast held
Ray DalioBridgewater Associates1.3M$105.3MDec 31, 2025
Philippe LaffontCoatue Management2.9M$175.6MDec 31, 2024
Steve CohenPoint72 Asset Management3.7M$223.5MDec 31, 2024
Chase ColemanTiger Global Management2.6M$156.7MDec 31, 2024
Paul Tudor JonesTudor Investment Corp1.3M$107.1MDec 31, 2025

Recent activity

Frequently asked questions

How many institutional investors hold UBER?
4 tracked institutional investors disclosed a position in UBER (UBER TECHNOLOGIES INC) in their most recent 13F filing.
Who is the largest institutional holder of UBER?
Bill Ackman, Pershing Square, holds the largest disclosed position in UBER, valued at $3.0B.
Did institutional ownership of UBER increase or decrease?
Across recent 13F filings, tracked investors recorded 8 new positions, 13 increased, 24 reduced, and 3 fully exited UBER.
What sector is UBER in?
UBER TECHNOLOGIES INC is classified in the Consumer Discretionary GICS sector, Ride Sharing industry.
Where does this UBER ownership data come from?
SEC Form 13F-HR filings, accessed via EDGAR. 13F filings are disclosed quarterly with a 45-day reporting delay and cover U.S.-listed long equity positions only. This is not investment advice.
UBER (UBER TECHNOLOGIES INC) — Institutional Holders & 13F — InvestorLens