Night Owl Capital Management’s Uber UBER Stock Holding History

Night Owl Capital Management’s Portfolio UBER Stock Details UBER Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-441,903	Closed	-$43.3M	–	30
2025 Q3	$43.3M	Buy	441,903 +3,580	+0.8%	+$335K	4.72%	9
2025 Q2	$40.9M	Buy	438,323 +12,976	+3%	+$1.07M	4.73%	6
2025 Q1	$31M	Buy	425,347 +16,008	+4%	+$1.15M	3.87%	12
2024 Q4	$24.7M	Sell	409,339 -77,565	-16%	-$5.54M	3.19%	17
2024 Q3	$36.6M	Buy	486,904 +14,592	+3%	+$1.03M	5%	8
2024 Q2	$34.3M	Buy	472,312 +46,620	+11%	+$3.24M	5.14%	8
2024 Q1	$32.8M	Buy	425,692 +18,832	+5%	+$1.35M	4.98%	8
2023 Q4	$18.7M	Hold	406,860	–	–	4.69%	10
2023 Q3	$18.7M	Buy	406,860 +23,662	+6%	+$1.08M	4.69%	10
2023 Q2	$16.5M	Buy	+383,198	New	+$14.2M	4.28%	10

Other funds holding UBER

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PIF

Public Investment Fund Al Aqiq District, Riyadh, Saudi Arabia $12B AUM 0.61% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

PSCM

Pershing Square Capital Management New York $13.7B AUM 13.45% 1-Year Est. Return

Night Owl Capital Management's UBER Position: Q4 2025 in Review

Night Owl Capital Management sold out of Uber (UBER) in Q4 2025, closing a stake of 441,903 shares — an estimated $43.3M sold.

Night Owl Capital Management first reported a position in UBER in Q2 2023 and held it in 10 quarters. The position peaked at $43.3M in Q3 2025. 2,557 funds tracked by Wall St. Rank hold UBER as of Q4 2025.

Night Owl Capital Management reported no remaining Uber position as of Q4 2025 after selling out during the quarter.
Night Owl Capital Management sold 441,903 Uber shares in Q4 2025, an estimated $43.3M.
Night Owl Capital Management first reported a position in Uber in Q2 2023 and held it in 10 quarters.
Night Owl Capital Management's Uber position peaked at $43.3M in Q3 2025.
2,557 funds tracked by Wall St. Rank held Uber as of Q4 2025.

Based on Night Owl Capital Management's 13F filing for Q4 2025, filed 13 Feb 2026.