Stocklore

Uber Technologies (UBER)

Internet · US stock

What changed in recent filings

  • Revenue +12% YoYQuarter ended Jun 30, 2026
  • Institutions — 1 new · 3 added · 7 reduced13F · as of end of 2026 Q2

What changed in recent SEC filings — factual, not a buy/sell recommendation.

Uber Technologies recent earnings releases

Based on SEC filings. The release date is the day the earnings filing (8-K) was accepted; for quarters where that filing was not found, the periodic report filing date is shown.

  • 26Q2Released Aug 5, 2026
    Revenue +12.2% YoY · EPS $1.17
    Released before the open: Aug 4 close → Aug 5 close, the stock moved -5.3% · over the same window, market -0.2% · sector -1.7%
  • 26Q1Released May 6, 2026
    Revenue +14.5% YoY · EPS $0.13
    Released before the open: May 5 close → May 6 close, the stock moved +8.5% · over the same window, market +1.4% · sector +1.0%
  • 25Q4Released Feb 4, 2026
    Revenue +20.1% YoY · EPS $0.16
    Released before the open: Feb 3 close → Feb 4 close, the stock moved -5.1% · over the same window, market -0.5% · sector -3.2%
  • 25Q3Released Nov 4, 2025
    Revenue +20.4% YoY · EPS $3.11
    Released before the open: Nov 3 close → Nov 4 close, the stock moved -5.1% · over the same window, market -1.2% · sector -3.4%

The next earnings release is estimated around Nov 3, 2026 (calculated from how long this company has taken between quarter end and filing; it is not a date announced by the company).

Institutions holding Uber Technologies

How many of the institutions we track reported holding this stock, quarter by quarter.

max 20
2019 Q2 · 112019 Q3 · 112019 Q4 · 142020 Q1 · 122020 Q2 · 122020 Q3 · 152020 Q4 · 162021 Q1 · 172021 Q2 · 172021 Q3 · 162021 Q4 · 182022 Q1 · 172022 Q2 · 182022 Q3 · 202022 Q4 · 202023 Q1 · 182023 Q2 · 192023 Q3 · 182023 Q4 · 172024 Q1 · 182024 Q2 · 172024 Q3 · 142024 Q4 · 152025 Q1 · 162025 Q2 · 152025 Q3 · 142025 Q4 · 162026 Q1 · 162026 Q2 · 15
19 Q222 Q426 Q2

2019 Q2: 11 → 2026 Q2: 15 institutions

Counts the 52 institutions we track that reported holding this stock — their full reported holdings, not just the largest positions. Not the total number of institutional holders in the US. Figures are as of quarter-end and disclosed up to 45 days later. Descriptive only — not investment advice.

Which institutions hold Uber Technologies

Institutions we track that reported holding this stock in their most recent 13F.

  • Tiger Global Management0.05% of portfolio · since 2019 Q2
  • Saudi Arabia Public Inv. Fund13.87% of portfolio · since 2019 Q2
  • National Pension Service (Korea)0.21% of portfolio · since 2020 Q2
  • PRIMECAP Management0.02% of portfolio · since 2020 Q2
  • Capital World Investors0.14% of portfolio · held as of 2020 Q3 or earlier
  • Glenview Capital Management2.36% of portfolio · since 2021 Q2
  • Appaloosa Management7.19% of portfolio · since 2021 Q2
  • Caisse de depot (Quebec)0.13% of portfolio · since 2021 Q4
  • Soros Fund Management0.08% of portfolio · since 2022 Q2
  • Moore Capital Managementunder 0.01% of portfolio · since 2022 Q3
  • Blackstoneunder 0.01% of portfolio · since 2025 Q1
  • Baillie Gifford & Co0.23% of portfolio · since 2025 Q1
  • Tudor Investment Corp0.03% of portfolio · since 2025 Q4
  • Point72 Asset Managementunder 0.01% of portfolio · since 2026 Q1
  • FundsmithNew this quarter4.73% of portfolio · since 2026 Q2

Based on 13F filings — quarter-end holdings, disclosed up to 45 days later. Holding a stock is a fact we report, not a recommendation to buy or sell.

Q2 2026 13F recap — stocks several institutions bought and sold together →

Company overview

A platform running ride-hailing, food delivery, and logistics in over 70 countries. Since turning profitable, it is diversifying revenue via advertising and self-driving partnerships.

What is the Internet sector?

Social, search, and platforms. Ad revenue is cyclical.

Uber Technologies is classified under the Internet sector. See peers below.

Uber Technologies key financials

Based on SEC filings · as of Jun 30, 2026

37.2%
0.47x
as of Jun 30, 2026

Tap a metric name to see its meaning in the glossary.

Uber Technologies vs Internet sector benchmark

Median of 16 representative sector stocks · SEC filings · factual comparison (not advice)

Revenue growth (YoY)
16.7%vs benchmark 17.8%↓ below
Operating margin
13.3%vs benchmark 5.6%↑ above
Net margin
17.3%vs benchmark 17.3%↑ above
ROE
37.2%vs benchmark 23.0%↑ above

A simple comparison to the sector benchmark. Higher or lower doesn’t mean good/bad or buy/sell.

UBER revenue by segment summary

SEC 10-Q · segment totals cross-checked against total revenue

2026-06-30 revenue was $14.2B, +12.2% YoY.

The largest segment is Mobility, 51.9% of revenue — a concentrated structure.

Recent revenue growth was led mainly by the Delivery segment (about 74% of the increase).

Full segment weights, YoY changes, and an AI synthesis are available in the detailed analysis.

ETFs holding Uber Technologies

Per SEC N-PORT · 2026-06-30 · by weight · factual

XLIState Street(R) Industrial Select Sector SPDR(R) ETF
2.55%
VTVVANGUARD VALUE INDEX FUND
0.27%
SPY
0.23%
VOOVANGUARD 500 INDEX FUND
0.23%
IVViShares Core S&P 500 ETF
0.23%
VUGVANGUARD GROWTH INDEX FUND
0.22%
VTIVANGUARD TOTAL STOCK MARKET INDEX FUND
0.20%
ITOTiShares Core S&P Total U.S. Stock Market ETF
0.20%
RSPInvesco S&P 500 Equal Weight ETF
0.20%
JEPQJPMorgan Nasdaq Equity Premium Income ETF
0.13%

UBER on Stocklore

  • Revenue by segment — segment weights verified from SEC filings, YoY changes, growth drivers and concentration
  • Financials & earnings quality — 6 metrics (FCF conversion, ROIC, net debt, etc.) to gauge profit quality
  • 13F institutional holdings — holdings and weight changes of major institutions (45-day delay)
  • Sector-relative metrics — Valuation and growth compared with the Internet average
See full UBER analysis →

Peers · Internet

UBER FAQ

What is Uber Technologies (UBER)?

A platform running ride-hailing, food delivery, and logistics in over 70 countries. Since turning profitable, it is diversifying revenue via advertising and self-driving partnerships.

What sector is Uber Technologies in?

Uber Technologies is classified under Internet. Social, search, and platforms. Ad revenue is cyclical.

What are Uber Technologies's key financials?

As of Jun 30, 2026 in SEC filings: Revenue growth (YoY) 16.7%, Operating margin 13.3%, Net margin 17.3%, ROE 37.2%, Debt-to-equity 0.47x. Definitions and interpretation are available on Stocklore.

What are Uber Technologies's main revenue segments?

The largest segment is Mobility, about 51.9% of revenue. Segment totals are cross-checked against total revenue from SEC filings.

Where can I analyze Uber Technologies (UBER) stock?

On Stocklore you can see UBER's financials & earnings quality, 13F institutional holdings, and sector-relative metrics in one place. This page is for information and tools — not a buy/sell recommendation.

Data sources: SEC EDGAR (financials & filings), 13F (institutional holdings, as of quarter-end), market data. This page is for information and analysis tools — it does not recommend buying or selling any security. Investment decisions and responsibility are your own.

Not an investment adviser and not personalized investment advice; not a discretionary management service. No trade recommendations, no target prices, no execution or brokerage. We do not recommend or guarantee any purchase, sale, or returns. Investment decisions and their outcomes are your own.

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