UBER at a glance
Uber (UBER, SEC CIK 1543151) filed its latest 10-K annual report on February 13, 2026, a 10-Q quarterly report on August 5, 2026, an 8-K current report on September 15, 2026 and Form 4 insider filings as recently as September 18, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended December 31, 2025 (FY2025), Uber (UBER) reported revenue of $52.0 billion (up 18.3% from FY2024) and net income of $10.1 billion. Diluted EPS was $4.73.
- As of June 30, 2026, 59 institutional investment managers tracked by SignalX reported holding Uber (UBER) shares worth $45.9 billion in 13F-HR filings.
- Uber reported 7 positions worth $4.5 billion in its 13F-HR for Q2 2026, filed August 7, 2026. Its largest holdings were Grab Holdings Limited (GRAB) at 44.8%, Aurora Innovation,Inc. (AUR) at 39.1% and Rivian Automotive Inc. (RIVN) at 7.5%.
- In the last 90 days, UBER insiders reported 3 open-market purchases ($15.3M) and 1 open-market sale ($2.0M) on Form 4, a net purchase of $13.3M.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $52.0B
- +18.3% vs prior year
- Insiders · 90 days
- 3 buys · 1 sell
- Net +$13.3M
- 13F holders
- 59 funds
- $45.9B · −3 vs prior quarter
- Latest 8-K
- Sep 15, 2026
- Item 8.01
AI 10-K Annual Report Analysis
Latest 10-K, fiscal year ended Dec 31, 2025
Risk Factors
- Legal risk from driver classification under California Assembly Bill 5 and Proposition 22, with ongoing litigation despite Supreme Court upholding Proposition 22
- Geopolitical risk from Mexico’s December 2024 law reclassifying mobility earners as employees with labor rights and profit sharing
- Operational risk of driver supply shortage if drivers lose flexibility from employee classification, impacting platform usability
- Market disruption from competition with Lyft and longstanding low-cost alternatives across major geographic regions
- Financial risk from significant losses incurred in U.S. and major markets, with expected future operating expense increases
Management Discussion & Analysis
- Revenue $52.0B, up 18% YoY (+$8.0B), driven by Mobility and Delivery Gross Bookings growth of 19%
- Operating margin 11% vs 6%, income from operations $5.57B vs $2.80B, Adjusted EBITDA $8.73B up 35%
- Mobility segment best performing: Adjusted EBITDA $7.9B (+$1.4B YoY); Freight worst: Gross Bookings down 1%
- Net cash from operations $10.1B (+42%), free cash flow $9.8B; redeemed $1.15B debt in Q4 2025; unrestricted cash $7.6B
- Outlook risk: potential driver reclassification as employees could materially increase costs and reduce driver supply
Business Overview
- Core business: Technology platform connecting consumers with independent providers for Mobility, Delivery, and Freight services worldwide
- Emphasis on Uber One membership growth, reaching 46 million members across rides, delivery, and grocery by Dec 31, 2025
- Strategic expansion into advertising launched in Oct 2022 with Uber Journey Ads and cross-platform merchant-brand advertising
- Geographic presence in 70+ countries with network scaling to over 15,000 cities as of Dec 31, 2025
- Noteworthy delivery consumer synergy: 58% of first-time Delivery users new to platform; cross-service users generate 3x Gross Bookings versus single-service users
AI summary of the UBER 10-K filed . Generated from the filing text; verify against the original.View on SEC EDGARHow to read a 10-K
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jun 30, 2026
Management Discussion & Analysis
- Revenue $14.2B, up 12% YoY from $12.7B, despite $1.1B UK Mobility model headwind
- Operating margin 13% vs 11% YoY; net margin 17% vs 11% YoY
- Delivery and Freight Gross Bookings each up 25% constant currency, strongest segments versus Mobility up 20%
- Six-month operating cash flow $5.2B, up 7%; free cash flow $5.1B, up 7%
- Unrestricted cash, equivalents, and short-term investments $5.4B; Driver reclassification risk could create significant additional expenses
Risk Factors
- Driver-classification litigation: over 150,000 U.S. Drivers filed or signaled arbitration demands, creating material settlement and compliance exposure
- Brazil labor-law risk: Supreme Court hearing expected in 2026 could establish minimum rights for independent contractors
- Competitive pricing pressure: lower fares, service fees, Driver incentives, and consumer promotions may compress near-term margins
- Autonomous-vehicle execution risk: failure to scale competitive technology before rivals could weaken platform differentiation
- Liquidity risk: additional capital required to support business growth may be unavailable on reasonable terms
AI summary of the UBER 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 8.01: Other Events
- €4.5B senior unsecured debt issuance completed across maturities from 2029 to 2046
- Coupon rates range from 3.750% to 5.250%, creating substantial long-term interest obligations
Item 2.02: Results of Operations and Financial Condition
- Q2 2026 results for quarter ended June 30, 2026
- Press release furnished as Exhibit 99.1 contains the financial results
AI summaries of UBER 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for UBER
Don't miss the next UBER filing
- Alerts as it files. A push when UBER files an 8-K or an insider trades.
- Fund moves. Which tracked funds opened, added or cut UBER, by share count.
- Ask anything. An AI agent that reads every UBER filing and answers with sources.
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| Krishnamurthy Balaji (A) | F | Sep 16, 2026 | 341 | $70.97 |
| Krishnamurthy Balaji (A) | M | Sep 16, 2026 | 1,158 | - |
| Krishnamurthy Balaji (A) | F | Sep 16, 2026 | 282 | $70.97 |
| Krishnamurthy Balaji (A) | F | Sep 16, 2026 | 439 | $70.97 |
| Krishnamurthy Balaji (A) | M | Sep 16, 2026 | 687 | - |
| Krishnamurthy Balaji (A) | M | Sep 16, 2026 | 490 | - |
| Krishnamurthy Balaji (A) | M | Sep 16, 2026 | 606 | - |
| Krishnamurthy Balaji (A) | M | Sep 16, 2026 | 885 | - |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Profitability | |||
| Revenue | - | $44.0B | $52.0B |
| Operating Income | $1.1B | $2.8B | $5.6B |
| Net Income | $1.9B | $9.9B | $10.1B |
| Op. Margin | - | 6.4% | 10.7% |
| Net Margin | - | 22.4% | 19.3% |
| Balance Sheet | |||
| Total Assets | - | $51.2B | $61.8B |
| Equity | - | $21.6B | $27.0B |
| ROE | - | 45.7% | 37.2% |
| Per Share | |||
| EPS | $0.87 | $4.56 | $4.73 |
| Cash Flow | |||
| Operating CF | - | $7.1B | $10.1B |
| CapEx | $223.0M | $242.0M | $336.0M |
Source: XBRL data in Uber (UBER)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate UBER share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 59 | $45.88B |
| Q1 2026 | 62 | $50.23B |
| Q4 2025 | 61 | $62.07B |
| Q3 2025 | 62 | $83.31B |
| Q2 2025 | 61 | $75.59B |
| Q1 2025 | 54 | $45.89B |
| Q4 2024 | 44 | $26.05B |
| Q3 2024 | 39 | $15.50B |
- Millennium Management+2.58M (+1643%)
- Dimensional Fund Advisors+2.03M (+35%)
- Citigroup+1.17M (+35%)
- Principal Financial Group+1.05M (+30%)
- T. Rowe Price Group+548.0K (+14%)
- BlackRock−5.02M (-3%)
- Morgan Stanley−4.22M (-5%)
- AQR Capital Management−3.82M (-64%)
- Vanguard Portfolio Management LLC−3.66M (-10%)
- Invesco Ltd−2.18M (-21%)
- Pershing Square Capital−29.96M
- Toyota Motor Corp−5.13M
- Renaissance Technologies LLC−1.80M
- Loews Corporation−300.0K
- Bridgewater Associates LP−35.2K
Source: 13F-HR filings on SEC EDGAR (aggregated from 442 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
Uber top 13F holdings, Q2 2026
Largest reported positions by market value, from the 13F-HR filed Aug 7, 2026
| # | Company | Weight | Value | Shares | vs Q1 2026 |
|---|---|---|---|---|---|
| 1 | Grab Holdings LimitedGRAB | 44.84% | $2.0B | 535,902,982 | Held |
| 2 | Aurora Innovation,Inc.AUR | 39.12% | $1.8B | 258,473,411 | Trimmed |
| 3 | Rivian Automotive Inc.RIVN | 7.53% | $339.3M | 19,553,911 | New |
| 4 | Lucid Group, Inc.LCID | 5.61% | $252.6M | 37,753,583 | Added |
| 5 | WeRide Inc.WRD | 1.45% | $65.1M | 11,193,322 | Held |
| 6 | Joby Aviation, Inc.JOBY | 1.41% | $63.7M | 7,139,208 | Held |
| 7 | Marqeta, Inc.MQ | 0.05% | $2.2M | 135,042 | Held |
Source: Uber 13F-HR on SEC EDGAR. Long equity positions only (put and call options excluded); weights are shares of the reported 13F portfolio, not total assets. How 13F filings work
Uber biggest buys and sells, Q2 2026
Largest estimated position changes versus Q1 2026
| Company | Move | Est. flow | Shares now | Weight now |
|---|---|---|---|---|
| Aurora Innovation,Inc.AUR | Trimmed | −$460.4M | 258,473,411 | 39.12% |
| Rivian Automotive Inc.RIVN | New | +$339.3M | 19,553,911 | 7.53% |
| Lucid Group, Inc.LCID | Added | +$160.8M | 37,753,583 | 5.61% |
| Serve Robotics Inc.SERV | Sold out | −$17.5M | 0 | - |
Estimated flow = change in share count × quarter-end price (1 new, 1 added, 1 trimmed, 1 sold out). 13F reports show holdings on the last day of the quarter, not the trade dates.
UBER filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-K annual reports
10-Q quarterly reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 4 | Sep 18, 2026 | - | - | - |
| 4 | Sep 18, 2026 | - | - | - |
| 4 | Sep 18, 2026 | - | - | - |
| 4 | Sep 18, 2026 | - | - | - |
| 4 | Sep 18, 2026 | - | - | - |
| 4 | Sep 15, 2026 | - | - | - |
| 8-K | Sep 15, 2026 | - | Analysis | - |
| 4 | Sep 10, 2026 | - | - | - |
| 4 | Sep 8, 2026 | - | - | - |
| 4 | Aug 18, 2026 | - | - | - |
| 4 | Aug 18, 2026 | - | - | - |
| 4 | Aug 18, 2026 | - | - | - |
| 4 | Aug 18, 2026 | - | - | - |
| 4 | Aug 18, 2026 | - | - | - |
| SC 13G | Aug 13, 2026 | - | - | |
| 8-K | Aug 7, 2026 | - | - | - |
| 13F-HR | Aug 7, 2026 | Jun 30, 2026 | - | |
| 8-K | Aug 5, 2026 | - | Analysis | - |
| 10-Q | Aug 5, 2026 | Jun 30, 2026 | Analysis | |
| 4 | Jul 20, 2026 | - | - | - |
| 4 | Jul 20, 2026 | - | - | - |
| 4 | Jul 20, 2026 | - | - | - |
| 4 | Jul 20, 2026 | - | - | - |
| 4 | Jul 20, 2026 | - | - | - |
| 4 | Jul 20, 2026 | - | - | - |
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UBER SEC filings: frequently asked questions
Are UBER insiders buying or selling?
In the last 90 days, Uber (UBER) officers, directors and 10% owners reported 3 open-market purchases worth $15.3 million by 2 insiders and 1 open-market sale worth $2.0 million by 1 insider on Form 4, a net purchase of $13.3 million. Many insider sales are pre-planned or for taxes, so purchases usually carry more information.
Which institutions hold UBER stock?
As of June 30, 2026, the largest Uber (UBER) holders among the 13F filers tracked by SignalX were BlackRock ($10.5 billion), Vanguard Capital Management LLC ($9.6 billion), State Street Corp ($6.5 billion), Morgan Stanley ($5.3 billion), Vanguard Portfolio Management LLC ($2.5 billion). 13F-HR reports are filed up to 45 days after each quarter ends.
What was UBER's revenue in fiscal year 2025?
For the fiscal year ended December 31, 2025 (FY2025), Uber (UBER) reported revenue of $52.0 billion (up 18.3% from FY2024) and net income of $10.1 billion. Diluted EPS was $4.73. The figures come from the XBRL data in the 10-K.
What are the main risks in UBER's latest 10-K?
In the 10-K filed February 13, 2026, Uber (UBER) flagged: Legal risk from driver classification under California Assembly Bill 5 and Proposition 22, with ongoing litigation despite Supreme Court upholding Proposition 22. Geopolitical risk from Mexico’s December 2024 law reclassifying mobility earners as employees with labor rights and profit sharing. (AI summary of the Risk Factors section.)
What did UBER report in its latest 8-K?
Uber (UBER) filed an 8-K on September 15, 2026 reporting Item 8.01 (Other Events). €4.5B senior unsecured debt issuance completed across maturities from 2029 to 2046.
What stocks does Uber own?
In its 13F-HR for Q2 2026 (filed August 7, 2026), Uber reported 7 positions worth $4.5 billion. The largest were Grab Holdings Limited (GRAB), 44.8%; Aurora Innovation,Inc. (AUR), 39.1%; Rivian Automotive Inc. (RIVN), 7.5%; Lucid Group, Inc. (LCID), 5.6%; WeRide Inc. (WRD), 1.4%. The top 10 positions were 100.0% of the portfolio.
What did Uber buy in Q2 2026?
Compared with Q1 2026, Uber's largest estimated purchases were Rivian Automotive Inc. (RIVN) (new position, about $339.3 million) and Lucid Group, Inc. (LCID) (added, about $160.8 million). In total it opened 1 new positions and added to 1. Amounts are estimated from share-count changes at quarter-end prices.
What did Uber sell in Q2 2026?
Compared with Q1 2026, Uber's largest estimated sales were Aurora Innovation,Inc. (AUR) (trimmed, about $460.4 million) and Serve Robotics Inc. (SERV) (sold out, about $17.5 million). In total it sold out of 1 positions and trimmed 1.
When does Uber file 13F reports?
Uber's latest 13F-HR was filed August 7, 2026 and covers the quarter ended June 30, 2026. 13F-HR reports are due within 45 days of each quarter-end, so the Q3 2026 report is due by November 14, 2026.
What are the latest UBER SEC filings?
Uber (UBER) filed its latest 10-K annual report on February 13, 2026, a 10-Q quarterly report on August 5, 2026, an 8-K current report on September 15, 2026 and a Form 4 insider filing on September 18, 2026.
What is UBER's SEC CIK number?
Uber (UBER)'s SEC Central Index Key (CIK) is 1543151. EDGAR lists every UBER filing under that number.
Ask anything about UBER
The research agent reads UBER's filings, financials, insider trades and 13F holders, then answers with sources.