True North Advisors 13F: Adds $746K to UBER Stake

True North Advisors boosted its position in Uber Technologies, Inc. UBER by 58.2% during the quarter, acquiring an additional 10,891 shares. The move was revealed in a Form 13F filing with the Securities and Exchange Commission on October 22, 2026.

UBER Uber Technologies, Inc.

$69.07 ▼ -16.64% year to date

1M 3M YTD

Daily close · Oct 22, 2026

What Changed in True North Advisors's Uber Technologies, Inc. Position

True North Advisors added 10,891 shares of Uber Technologies, Inc. UBER to its portfolio, lifting its holdings from 18,729 shares up to 29,620 shares. The total value of the investment reached $2,029,266 at the close of the period.

Other Institutional Activity in Uber Technologies, Inc.

Other large money managers also adjusted their holdings in Uber Technologies, Inc. UBER during recent reporting periods. E. Ohman J:or Asset Management grew its holdings by 86,000 shares, ending with 469,520 shares worth about $32,166,815. Annex Advisory Services cut its stake by 510,619 shares, leaving it with 14,632 shares valued at roughly $1,002,438. Montrusco Bolton Investments reduced its position by 254,665 shares to hold 1,457,387 shares worth about $99,845,584. Public Investment Fund kept its holdings steady at 72,840,541 shares valued at roughly $5,031,096,144. Pershing Square Inc added 17,163,100 shares, bringing its total to 34,326,200 shares worth about $2,370,910,623.

Uber Technologies, Inc. Stock Up 0.1%

Uber Technologies, Inc. UBER shares recently traded around $69.04, sitting about 31.2% below their 52-week high of $100.35 and 5.5% above their 52-week low of $65.41. The stock closed at $69.07 on the October 22, 2026 filing date.

Recent Earnings

Uber Technologies, Inc. UBER reported trailing-twelve-month revenue of $55,226,998,784 alongside basic earnings per share of $4.56. The company achieved a net profit margin of 17.3% and a return on equity of 37.2%. Market participants look ahead to the next earnings report scheduled for November 4, 2026 for further updates on financial performance and segment growth across mobility, delivery, and freight operations.

Insider Buying and Selling at Uber Technologies, Inc.

Company insiders executed several transactions prior to the filing. President Jill Hazelbaker disposed of 9,161 shares on June 16, 2026. President Andrew Macdonald acquired 70,000 shares for about $5,308,064 on September 4, 2026. Chief Executive Officer Dara Khosrowshahi bought 141,000 shares at an average price of $70.96 on September 10, 2026, totaling about $10,005,952. Jill Hazelbaker also sold 28,170 shares on September 11, 2026.

Analysts Set New Price Targets

Wall Street firms updated their views on the stock ahead of the filing. Wells Fargo maintained an Overweight rating on October 5, 2026, raising its target from $89.00 to $92.00. Citizens reiterated a Market Outperform rating with a $100.00 target on October 7, 2026. BTIG reiterated a Buy rating with a $100.00 target on the same day. Cantor Fitzgerald reiterated an Overweight rating with a $90.00 target on October 12, 2026. Guggenheim reiterated a Buy rating with a $125.00 target on October 16, 2026. The stock currently holds a consensus Buy rating across 46 analyst opinions with a mean target price of $100.86.

About Uber Technologies, Inc.

Uber Technologies, Inc. UBER builds and runs digital platforms that connect consumers with ride-share transportation, meal delivery, and freight shipping services worldwide. The firm operates across mobility, delivery, and logistics segments in North America, Latin America, Europe, Asia, and other key global markets.

Bottom Line

True North Advisors expanded its commitment to Uber Technologies, Inc. UBER during a quarter marked by active institutional rebalancing and insider purchases. Observers will track upcoming earnings results on November 4, 2026 to gauge ongoing financial health.