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NYSE · Industrials

Uber Technologies, Inc. UBER

Uber Technologies, Inc. develops and operates proprietary technology applications in the United States, Canada, Latin America, Europe, the Middle East, Africa, and the Asia Pacific. The company operates through three segments: Mobility, Delivery, and Freight. The Mobility segment connects consumers with a range of transportation modalities, such as ridesharing, carsharing, micromobility, rentals, public transit, taxis, and other modalities; and offers riders in a variety of vehicle types, as well as financial partnerships products and advertising services.

Sources StockAnalysis company profile stockanalysis.com
Mobility / Delivery

Company profile

Business mix

  • The company operates through three segments: Mobility, Delivery, and Freight.
  • The Delivery segment allows consumers to search for and discover restaurants to grocery, alcohol, convenience, and other retailers, as well as order a meal or other items, and either pick-up at the restaurant or have it delivered.
  • The Freight segment manages transportation and logistics networks, which connects shippers and carriers in digital marketplace, including carriers upfronts, pricing, and shipment booking.
  • Uber Technologies, Inc. has staetegic partnership with Mews to embed ride booking, real-time tracking and integrated billing directly into the Mews platform.

Current key questions

  • Can demand for the company's products and platforms keep growing within software - application?
  • How durable are margins as product cycles, R&D spending, cloud or AI investment, and competition change?
  • Does customer concentration, switching cost, or ecosystem control support long-term pricing power?
Holders 11 Current sample portfolio
Public mentions 1 Videos / interviews / letters
Valuation snapshot
PE 17.48 FCF 6.81% Buyback 2.51%
2026-06-07

Current firm holders

Firm Weight Value Filing period
Pershing Square Capital Management Bill Ackman 15.7% $2.2B 2026-03-31
Altimeter Capital Management Brad Gerstner 10.1% $573.4M 2026-03-31
Appaloosa David Tepper 7.7% $455.5M 2026-03-31
Gardner Russo & Quinn Thomas Russo 4.4% $372.1M 2026-03-31
Alkeon Capital Management 0.5% $277.7M 2026-03-31
Baillie Gifford legacy James Anderson 0.3% $264.3M 2026-03-31
Lyrical Asset Management 3.6% $238.5M 2026-03-31
Polen Capital Management 1.5% $209.9M 2026-03-31
Glenview Capital Management Larry Robbins 2.6% $104.7M 2026-03-31
Dorsey Asset Management Pat Dorsey 6.2% $78.4M 2026-03-31
Soros Fund Management George Soros 0.2% $22.6M 2026-03-31

Recent trading changes over the last 4 quarters

Last 1 quarters Last 2 quarters Last 3 quarters Last 4 quarters
Net buyers 9 Last 4 13F filing periods
Net reducers 3 Last 4 13F filing periods
Unchanged holders 3 Share count unchanged
Increase amount $951.6M Estimated from net added shares
Reduction amount $88.0M Estimated from net reduced shares
Net share change / base shares +22.2% +12,006,160 / 54,095,159
Pershing Square Capital Management Bill Ackman 4 filing periods
13F 2025-06-30 Filed 2025-08-14
Unchanged Shares 0.0% 13F value change $0
13F 2025-09-30 Filed 2025-11-14
Minor reduction Shares -0.1% 13F value change +$138.5M
13F 2025-12-31 Filed 2026-02-17
Minor reduction Shares -0.2% 13F value change -$497.3M
13F 2026-03-31 Filed 2026-05-15
Minor reduction Shares -0.8% 13F value change -$313.3M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 30,301,161 Last 4 periods -342,390 (-1.1%) Total shares 29,958,771 Value $2.2B
Appaloosa David Tepper 4 filing periods
13F 2025-06-30 Filed 2025-08-14
Minor reduction Shares -14.1% 13F value change +$23.4M
13F 2025-09-30 Filed 2025-11-13
Minor reduction Shares -12.5% 13F value change -$20.8M
13F 2025-12-31 Filed 2026-02-17
Major reduction Shares -23.1% 13F value change -$84.6M
13F 2026-03-31 Filed 2026-05-15
Major increase Shares 242.3% 13F value change +$304.3M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 3,200,000 Last 4 periods +3,132,720 (+97.9%) Total shares 6,332,720 Value $455.5M
Bridgewater Associates Ray Dalio 4 filing periods
13F 2025-06-30 Filed 2025-08-13
Major increase Shares 531.1% 13F value change +$305.3M
13F 2025-09-30 Filed 2025-11-13
Minor reduction Shares -3.5% 13F value change +$4.7M
13F 2025-12-31 Filed 2026-02-13
Major reduction Shares -64.2% 13F value change -$247.8M
13F 2026-03-31 Filed 2026-05-15
Major reduction Shares -97.3% 13F value change -$102.8M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 591,582 Last 4 periods -556,337 (-94.0%) Total shares 35,245 Value $2.5M
Soros Fund Management George Soros 4 filing periods
13F 2025-06-30 Filed 2025-08-14
Major reduction Shares -15.6% 13F value change +$3.7M
13F 2025-09-30 Filed 2025-11-14
Major reduction Shares -53.0% 13F value change -$25.4M
13F 2025-12-31 Filed 2026-02-13
Major increase Shares 47.0% 13F value change +$5.6M
13F 2026-03-31 Filed 2026-05-15
Major reduction Shares -15.6% 13F value change -$7.8M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 638,218 Last 4 periods -324,009 (-50.8%) Total shares 314,209 Value $22.6M
Dorsey Asset Management Pat Dorsey 1 filing periods
13F 2026-03-31 Filed 2026-05-15
New Shares - 13F value change +$78.4M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 0 Last 4 periods +1,090,281 (New) Total shares 1,090,281 Value $78.4M
Alkeon Capital Management 4 filing periods
13F 2025-06-30 Filed 2025-08-14
Minor reduction Shares -14.4% 13F value change +$24.1M
13F 2025-09-30 Filed 2025-11-14
Minor increase Shares 13.5% 13F value change +$53.0M
13F 2025-12-31 Filed 2026-02-17
Unchanged Shares 0.0% 13F value change $0
13F 2026-03-31 Filed 2026-05-15
Minor increase Shares 14.9% 13F value change +$3.1M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 3,461,005 Last 4 periods +400,000 (+11.6%) Total shares 3,861,005 Value $277.7M
Altimeter Capital Management Brad Gerstner 4 filing periods
13F 2025-06-30 Filed 2025-08-14
Minor increase Shares 5.1% 13F value change +$142.6M
13F 2025-09-30 Filed 2025-11-14
Minor reduction Shares -6.1% 13F value change -$7.9M
13F 2025-12-31 Filed 2026-02-17
Unchanged Shares 0.0% 13F value change $0
13F 2026-03-31 Filed 2026-05-15
Major increase Shares 42.6% 13F value change +$116.7M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 5,666,302 Last 4 periods +2,305,470 (+40.7%) Total shares 7,971,772 Value $573.4M
Glenview Capital Management Larry Robbins 4 filing periods
13F 2025-06-30 Filed 2025-08-14
Major reduction Shares -39.4% 13F value change -$7.2M
13F 2025-09-30 Filed 2025-11-14
Major increase Shares 76.9% 13F value change +$21.3M
13F 2025-12-31 Filed 2026-02-17
Major increase Shares 50.0% 13F value change +$11.6M
13F 2026-03-31 Filed 2026-05-15
Major increase Shares 105.7% 13F value change +$46.9M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 440,193 Last 4 periods +1,015,679 (+230.7%) Total shares 1,455,872 Value $104.7M
Polen Capital Management 3 filing periods
13F 2025-09-30 Filed 2025-11-12
Major increase Shares 24571.6% 13F value change +$446.1M
13F 2025-12-31 Filed 2026-02-12
Major reduction Shares -22.0% 13F value change -$156.4M
13F 2026-03-31 Filed 2026-05-14
Major reduction Shares -18.2% 13F value change -$81.5M
Settlement As of 13F 2026-03-31 · Filed 2026-05-14
Base shares 18,526 Last 4 periods +2,899,402 (+15650.4%) Total shares 2,917,928 Value $209.9M
Gardner Russo & Quinn Thomas Russo 4 filing periods
13F 2025-06-30 Filed 2025-08-13
Minor increase Shares 10.5% 13F value change +$134.0M
13F 2025-09-30 Filed 2025-11-12
Minor reduction Shares -3.8% 13F value change +$4.7M
13F 2025-12-31 Filed 2026-02-12
Minor increase Shares 9.2% 13F value change -$41.1M
13F 2026-03-31 Filed 2026-05-13
Minor increase Shares 0.6% 13F value change -$48.3M
Settlement As of 13F 2026-03-31 · Filed 2026-05-13
Base shares 4,431,675 Last 4 periods +741,729 (+16.7%) Total shares 5,173,404 Value $372.1M
Lyrical Asset Management 4 filing periods
13F 2025-06-30 Filed 2025-08-12
Minor reduction Shares -11.2% 13F value change +$30.6M
13F 2025-09-30 Filed 2025-11-12
Minor increase Shares 4.0% 13F value change +$23.3M
13F 2025-12-31 Filed 2026-02-11
Major increase Shares 25.0% 13F value change +$11.6M
13F 2026-03-31 Filed 2026-05-11
Minor reduction Shares -5.8% 13F value change -$49.0M
Settlement As of 13F 2026-03-31 · Filed 2026-05-11
Base shares 3,047,128 Last 4 periods +269,083 (+8.8%) Total shares 3,316,211 Value $238.5M
Baillie Gifford legacy James Anderson 4 filing periods
13F 2025-06-30 Filed 2025-08-06
Major increase Shares 86.1% 13F value change +$231.7M
13F 2025-09-30 Filed 2025-10-31
Minor reduction Shares -2.3% 13F value change +$10.2M
13F 2025-12-31 Filed 2026-01-23
Minor reduction Shares -5.2% 13F value change -$85.7M
13F 2026-03-31 Filed 2026-05-08
Minor reduction Shares -7.3% 13F value change -$59.5M
Settlement As of 13F 2026-03-31 · Filed 2026-05-08
Base shares 2,299,369 Last 4 periods +1,374,532 (+59.8%) Total shares 3,673,901 Value $264.3M
Greenwoods / Jinglin George Jiang 2 filing periods
13F 2025-09-30 Filed 2025-11-10
New Shares - 13F value change +$24.0M
13F 2025-12-31 Filed 2026-02-06
Sold out Shares -100.0% 13F value change -$24.0M
Settlement As of 13F 2025-12-31 · Filed 2026-02-06
Base shares 0 Last 4 periods +0 (New) Total shares 0 Value $0
Eminence Capital Ricky Sandler 2 filing periods
13F 2025-03-31 Filed 2025-05-15
New Shares - 13F value change +$114.3M
13F 2025-06-30 Filed 2025-08-14
Sold out Shares -100.0% 13F value change -$114.3M
Settlement As of 13F 2025-06-30 · Filed 2025-08-14
Base shares 0 Last 4 periods +0 (New) Total shares 0 Value $0
Sands Capital Management Frank Sands 2 filing periods
13F 2025-03-31 Filed 2025-05-14
New Shares - 13F value change +$285.1M
13F 2025-06-30 Filed 2025-08-13
Sold out Shares -100.0% 13F value change -$285.1M
Settlement As of 13F 2025-06-30 · Filed 2025-08-13
Base shares 0 Last 4 periods +0 (New) Total shares 0 Value $0

Recent mentions

PSCM 2026 Annual Investor Presentation

Pershing Square Capital Management · Bill Ackman

The Ackman team's 2026 annual investor presentation, reviewing 2025 PSH performance, debt and discount strategies, Howard Hughes strategic trades, and public position logic for Amazon, Meta, Uber, and more.

Investment presentation

Mentioned by firms

Pershing Square Capital Management Bill Ackman