UBER TECHNOLOGIES INC UBER
COM · Common Stock · CUSIP 90353T100 · ISIN US90353T1007
Peer-to-peer ridesharing, food delivery, and transportation network company headquartered in San Francisco, California
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($676.9m this quarter). Holder counts are more reliable. Shares outstanding: 2.1bn as of 2024-08-02, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $72.64. Options: 89 managers hold calls ($3.4bn notional), 57 hold puts ($2.5bn).
Trends to Q2 2024
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 1,107 |
| Q4 2022 | 1,120 |
| Q1 2023 | 1,187 |
| Q2 2023 | 1,318 |
| Q3 2023 | 1,373 |
| Q4 2023 | 1,553 |
| Q1 2024 | 1,715 |
| Q2 2024 | 1,776 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q4 2022 | 479 | 547 |
| Q1 2023 | 625 | 476 |
| Q2 2023 | 685 | 523 |
| Q3 2023 | 732 | 543 |
| Q4 2023 | 777 | 632 |
| Q1 2024 | 893 | 720 |
| Q2 2024 | 991 | 686 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2023 | $2.6bn | $2.0bn | 0.76 |
| Q4 2023 | $3.7bn | $2.9bn | 0.77 |
| Q1 2024 | $4.3bn | $3.3bn | 0.76 |
| Q2 2024 | $3.4bn | $2.5bn | 0.72 |
Biggest buyers
| Capital Research Global Investors | Added | +13.1m |
| Amundi | Added | +10.4m |
| BlackRock Inc. | Added | +7.6m |
| EDGEWOOD MANAGEMENT LLC | Added | +7.4m |
| VANGUARD GROUP INC | Added | +4.9m |
| TWO SIGMA ADVISERS, LP | Added | +3.8m |
| Winslow Capital Management, LLC | Added | +3.3m |
| JANUS HENDERSON GROUP PLC | Added | +3.2m |
| AMERIPRISE FINANCIAL INC | Added | +3.2m |
| JPMORGAN CHASE & CO | Added | +3.1m |
Biggest sellers
| MORGAN STANLEY | Reduced | -221.4m |
| GQG Partners LLC | Reduced | -22.4m |
| FMR LLC | Reduced | -21.2m |
| Capital World Investors | Reduced | -8.9m |
| D. E. Shaw & Co., Inc. | Reduced | -6.2m |
| RENAISSANCE TECHNOLOGIES LLC | Reduced | -6.0m |
| AKRE CAPITAL MANAGEMENT LLC | Sold out | -3.5m |
| 1832 Asset Management L.P. | Reduced | -3.1m |
| SANDS CAPITAL MANAGEMENT, LLC | Reduced | -2.2m |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | Reduced | -2.0m |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $858.8m11.8m shares |
| JANE STREET GROUP, LLC | Reduced | $304.5m4.2m shares |
| CITADEL ADVISORS LLC | Reduced | $291.3m4.0m shares |
| BARCLAYS PLC | Added | $192.4m2.6m shares |
| JPMORGAN CHASE & CO | Added | $179.2m2.5m shares |
| SIMPLEX TRADING, LLC | Reduced | $170.4m2.3m shares |
| D. E. Shaw & Co., Inc. | Reduced | $143.5m2.0m shares |
| IMC-Chicago, LLC | Added | $112.7m1.6m shares |
| UBS Group AG | Reduced | $98.9m1.4m shares |
| Parallax Volatility Advisers, L.P. | Added | $84.3m1.2m shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $668.0m9.2m shares |
| CITADEL ADVISORS LLC | Reduced | $245.1m3.4m shares |
| D. E. Shaw & Co., Inc. | Reduced | $219.8m3.0m shares |
| Parallax Volatility Advisers, L.P. | Added | $118.7m1.6m shares |
| UBS Group AG | Reduced | $111.3m1.5m shares |
| Walleye Capital LLC | Added | $101.0m1.4m shares |
| MILLENNIUM MANAGEMENT LLC | Added | $93.0m1.3m shares |
| Squarepoint Ops LLC | Reduced | $92.5m1.3m shares |
| Walleye Trading LLC | Reduced | $86.6m1.2m shares |
| PEAK6 Investments LLC | Added | $67.5m929.2k shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
| VANGUARD CAPITAL MANAGEMENT LLC 13G · institution new · filed 2026-04-30 | 7.5% |
| Capital Research Global Investors 13G · institution new · filed 2025-02-13 | 5.6% |
Fell to 5% or below in the last year: VANGUARD GROUP INC (0.0%, 2026-03-27; now reported by VANGUARD CAPITAL MANAGEMENT LLC)
Insider purchases and sales in Q2 2024
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q3 2022 | 0 | — | 2 | $4.4m | — |
| Q4 2022 | 0 | — | 1 | $3.5m | — |
| Q1 2023 | 0 | — | 1 | $268.9k | — |
| Q2 2023 | 0 | — | 3 | $6.7m | $6.0m |
| Q3 2023 | 0 | — | 2 | $9.3m | $4.8m |
| Q4 2023 | 0 | — | 3 | $13.3m | $963.7k |
| Q1 2024 | 0 | — | 2 | $2.9m | $1.3m |
| Q2 2024 | 0 | — | 2 | $112.7m | $104.6m |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2024-06-17 | KHOSROWSHAHI DARA Chief Executive Officer, director | Sold plan | $70.4m1.0m shares |
| 2024-06-13 | West Tony Officer | Sold | $2.0m28.0k shares |
| 2024-06-06 | West Tony Officer | Sold | $6.1m89.2k shares |
| 2024-05-17 | KHOSROWSHAHI DARA Chief Executive Officer, director | Sold plan | $33.0m500.0k shares |
| 2024-05-13 | West Tony Officer | Sold plan | $1.2m18.8k shares |
Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).
Holders, Q2 2024
| Manager | Shares | Change |
|---|---|---|
| VANGUARD GROUP INC 0.25% of their portfolio | 176.2m $12.8bn | Added +4.9m |
| BlackRock Inc. 0.24% of their portfolio | 147.5m $10.7bn | Added +7.6m |
| JPMORGAN CHASE & CO 0.45% of their portfolio | 143.7m $10.4bn | Added +3.1m |
| FMR LLC 0.49% of their portfolio | 104.3m $7.6bn | Reduced -21.2m |
| MORGAN STANLEY 0.55% of their portfolio | 97.8m $7.1bn | Reduced -221.4m |
| STATE STREET CORP 0.26% of their portfolio | 81.4m $5.9bn | Added +2.3m |
| PUBLIC INVESTMENT FUND 30.07% of their portfolio | 72.8m $5.3bn | Unchanged |
| Capital Research Global Investors 0.85% of their portfolio | 53.0m $3.9bn | Added +13.1m |
| GEODE CAPITAL MANAGEMENT, LLC 0.26% of their portfolio | 41.6m $3.0bn | Added +1.6m |
| WELLINGTON MANAGEMENT GROUP LLP 0.49% of their portfolio | 38.1m $2.8bn | Reduced -1.5m |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.31% of their portfolio | 36.1m $2.6bn | Reduced -313.8k |
| Capital World Investors 0.32% of their portfolio | 27.4m $2.0bn | Reduced -8.9m |
| NORGES BANK 0.29% of their portfolio | 26.4m $1.9bn | Added +2.2m |
| EDGEWOOD MANAGEMENT LLC 4.91% of their portfolio | 24.9m $1.8bn | Added +7.4m |
| Amundi 0.59% of their portfolio | 21.7m $1.5bn | Added +10.4m |
| JENNISON ASSOCIATES LLC 0.90% of their portfolio | 19.4m $1.4bn | Reduced -1.5m |
| NORTHERN TRUST CORP 0.21% of their portfolio | 17.3m $1.3bn | Reduced -45.4k |
| BROWN ADVISORY INC 1.61% of their portfolio | 17.0m $1.2bn | Added +1.0m |
| Bank of New York Mellon Corp 0.23% of their portfolio | 16.5m $1.2bn | Added +546.8k |
| Nuveen Asset Management, LLC 0.34% of their portfolio | 16.1m $1.2bn | Reduced -542.3k |
| Invesco Ltd. 0.24% of their portfolio | 15.6m $1.1bn | Added +89.0k |
| BANK OF AMERICA CORP /DE/ 0.10% of their portfolio | 14.0m $1.0bn | Added +465.6k |
| Altimeter Capital Management, LP 14.59% of their portfolio | 13.5m $982.3m | Added +178.5k |
| FRANKLIN RESOURCES INC 0.30% of their portfolio | 13.3m $965.9m | Reduced -457.1k |
| Clearbridge Investments, LLC 0.72% of their portfolio | 12.2m $890.0m | Added +1.1m |
| Legal & General Group Plc 0.25% of their portfolio | 12.1m $879.6m | Reduced -190.1k |
| AMERIPRISE FINANCIAL INC 0.23% of their portfolio | 11.9m $864.4m | Added +3.2m |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.24% of their portfolio | 11.4m $830.4m | Added +3.0m |
| JANUS HENDERSON GROUP PLC 0.44% of their portfolio | 11.2m $816.0m | Added +3.2m |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.15% of their portfolio | 10.9m $792.0m | Added +441.9k |
| ROYAL BANK OF CANADA 0.17% of their portfolio | 9.8m $711.9m | Reduced -92.0k |
| GOLDMAN SACHS GROUP INC 0.13% of their portfolio | 8.9m $647.6m | Added +2.3m |
| Winslow Capital Management, LLC 2.28% of their portfolio | 8.7m $632.4m | Added +3.3m |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 0.19% of their portfolio | 8.5m $615.2m | Added +821.5k |
| BARCLAYS PLC 0.27% of their portfolio | 8.1m $590.0m | Added +52.1k |
| TWO SIGMA ADVISERS, LP 1.15% of their portfolio | 7.1m $515.0m | Added +3.8m |
| UBS Group AG 0.14% of their portfolio | 6.5m $469.5m | Added +436.1k |
| DEUTSCHE BANK AG\ 0.21% of their portfolio | 6.4m $465.0m | Added +563.5k |
| TOYOTA MOTOR CORP/ 25.23% of their portfolio | 6.2m $447.1m | Unchanged |
| AMERICAN CENTURY COMPANIES INC 0.25% of their portfolio | 5.6m $409.2m | Added +638.8k |
| Swiss National Bank 0.28% of their portfolio | 5.5m $403.1m | Added +200 |
| NEUBERGER BERMAN GROUP LLC 0.33% of their portfolio | 5.5m $396.6m | Added +1.2m |
| WELLS FARGO & COMPANY/MN 0.10% of their portfolio | 5.4m $391.6m | Added +748.3k |
| Allen Investment Management, LLC 4.74% of their portfolio | 5.4m $389.8m | Added +25.1k |
| Sumitomo Mitsui Trust Group, Inc. 0.28% of their portfolio | 5.2m $380.8m | Added +324.8k |
| D. E. Shaw & Co., Inc. 0.50% of their portfolio | 5.0m $359.9m | Reduced -6.2m |
| Ensign Peak Advisors, Inc 0.62% of their portfolio | 4.6m $336.8m | Added +1.8m |
| HSBC HOLDINGS PLC 0.22% of their portfolio | 4.6m $335.5m | Added +889.3k |
| ALLIANCEBERNSTEIN L.P. 0.11% of their portfolio | 4.4m $317.3m | Added +1.6m |
| PAR CAPITAL MANAGEMENT INC 9.93% of their portfolio | 4.3m $315.3m | Added +17.8k |
| ALKEON CAPITAL MANAGEMENT LLC 1.60% of their portfolio | 4.3m $311.8m | Reduced -500.0k |
| COATUE MANAGEMENT LLC 1.14% of their portfolio | 4.0m $293.8m | Unchanged |
| BLAIR WILLIAM & CO/IL 0.90% of their portfolio | 4.0m $291.3m | Added +797.1k |
| CANADA PENSION PLAN INVESTMENT BOARD 0.28% of their portfolio | 4.0m $288.7m | Added +753.9k |
| SCHRODER INVESTMENT MANAGEMENT GROUP 0.31% of their portfolio | 3.9m $283.8m | Added +468.9k |
| RHUMBLINE ADVISERS 0.27% of their portfolio | 3.9m $282.6m | Added +138.2k |
| AXA S.A. 0.41% of their portfolio | 3.8m $275.0m | Added +1.9m |
| MILLENNIUM MANAGEMENT LLC 0.22% of their portfolio | 3.7m $267.7m | Added +1.7m |
| GARDNER RUSSO & QUINN LLC 2.80% of their portfolio | 3.6m $264.9m | Added +344.5k |
| Pictet Asset Management Holding SA 0.30% of their portfolio | 3.6m $263.8m | Added +359.8k |
| ENVESTNET ASSET MANAGEMENT INC 0.09% of their portfolio | 3.6m $260.4m | Added +435.5k |
| Southpoint Capital Advisors LP 6.33% of their portfolio | 3.5m $254.4m | Added +500.0k |
| California Public Employees Retirement System 0.19% of their portfolio | 3.5m $254.3m | Added +26.7k |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 0.63% of their portfolio | 3.3m $241.0m | Added +1.8m |
| LORD, ABBETT & CO. LLC 0.40% of their portfolio | 3.3m $239.6m | Reduced -1.3m |
| LYRICAL ASSET MANAGEMENT LP 3.79% of their portfolio | 3.3m $236.2m | Reduced -65.3k |
| National Pension Service 0.27% of their portfolio | 3.2m $234.5m | Added +57.6k |
| 1832 Asset Management L.P. 0.42% of their portfolio | 3.2m $229.9m | Reduced -3.1m |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.28% of their portfolio | 3.1m $224.9m | Added +88.8k |
| TWO SIGMA INVESTMENTS, LP 0.53% of their portfolio | 3.1m $222.1m | Added +391.0k |
| TIGER GLOBAL MANAGEMENT LLC 1.01% of their portfolio | 3.0m $218.5m | Unchanged |
| ADAGE CAPITAL PARTNERS GP, L.L.C. 0.40% of their portfolio | 3.0m $217.5m | Added +675.9k |
| BANK OF MONTREAL /CAN/ 0.07% of their portfolio | 3.0m $217.8m | Reduced -290.4k |
| NEW YORK STATE COMMON RETIREMENT FUND 0.28% of their portfolio | 2.9m $210.8m | Reduced -31.8k |
| SANDS CAPITAL MANAGEMENT, LLC 0.61% of their portfolio | 2.8m $206.4m | Reduced -2.2m |
| WESTFIELD CAPITAL MANAGEMENT CO LP 1.01% of their portfolio | 2.8m $205.5m | Added +1.1m |
| DIMENSIONAL FUND ADVISORS LP 0.05% of their portfolio | 2.8m $203.4m | Added +341.3k |
| Mitsubishi UFJ Asset Management Co., Ltd. 0.24% of their portfolio | 2.8m $200.6m | Added +230.6k |
| Qube Research & Technologies Ltd 0.37% of their portfolio | 2.7m $197.8m | Added +1.5m |
| Russell Investments Group, Ltd. 0.32% of their portfolio | 2.7m $196.7m | Reduced -467.8k |
| Assenagon Asset Management S.A. 0.49% of their portfolio | 2.7m $196.1m | Reduced -170.5k |
| CITIGROUP INC 0.19% of their portfolio | 2.7m $193.0m | Added +516.2k |
| CITADEL ADVISORS LLC 0.19% of their portfolio | 2.7m $192.9m | Added +1.7m |
| Allspring Global Investments Holdings, LLC 0.31% of their portfolio | 2.6m $191.6m | Added +921.6k |
| MARSHALL WACE, LLP 0.27% of their portfolio | 2.6m $190.5m | New |
| SEI INVESTMENTS CO 0.27% of their portfolio | 2.6m $188.1m | Added +695.9k |
| JACOBS LEVY EQUITY MANAGEMENT, INC 0.74% of their portfolio | 2.5m $180.0m | Reduced -896.3k |
| STIFEL FINANCIAL CORP 0.20% of their portfolio | 2.5m $179.5m | Added +168.1k |
| Cantillon Capital Management LLC 1.18% of their portfolio | 2.4m $177.0m | New |
| SOMA EQUITY PARTNERS LP 10.09% of their portfolio | 2.4m $175.4m | Reduced -35.0k |
| Thrivent Financial for Lutherans 0.34% of their portfolio | 2.3m $169.4m | Reduced -6.6k |
| PRINCIPAL FINANCIAL GROUP INC 0.10% of their portfolio | 2.3m $167.0m | Reduced -13.3k |
| DSM CAPITAL PARTNERS LLC 2.37% of their portfolio | 2.3m $163.8m | Added +47.8k |
| Caisse de depot et placement du Quebec 0.39% of their portfolio | 2.2m $161.2m | Added +335.4k |
| FIL Ltd 0.15% of their portfolio | 2.2m $156.7m | Reduced -116.3k |
| Intermede Investment Partners Ltd 3.40% of their portfolio | 2.1m $153.5m | Added +379.3k |
| Douglass Winthrop Advisors, LLC 3.12% of their portfolio | 2.1m $153.1m | Added +47.9k |
| Third Point LLC 1.75% of their portfolio | 2.1m $152.6m | Added +1.6m |
| Korea Investment CORP 0.38% of their portfolio | 2.1m $149.2m | Reduced -26.2k |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 0.29% of their portfolio | 2.0m $148.8m | Added +32.7k |