Polen Capital Management
UBER icon

Polen Capital Management’s Uber UBER Stock Holding History

Polen 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
2026
Q2 		$41.1M Sell
570,063
-2,347,865
-80% -$172M 0.35% 30
2026
Q1 		$210M Sell
2,917,928
-647,865
-18% -$49.9M 1.45% 24
2025
Q4 		$291M Sell
3,565,793
-1,004,860
-22% -$90.5M 1.24% 28
2025
Q3 		$448M Buy
4,570,653
+4,552,127
+24,572% +$426M 1.45% 28
2025
Q2 		$1.73M Buy
+18,526
New +$1.53M 0.01% 88

Other funds holding UBER

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PIF
Public Investment Fund Al Aqiq District, Riyadh, Saudi Arabia $37.9B AUM 7.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
PSCM
Pershing Square Capital Management New York $19.5B AUM 2.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Polen Capital Management's UBER Position: Q2 2026 in Review

Polen Capital Management reduced its Uber (UBER) stake by 80% in Q2 2026, selling an estimated $172M and leaving 570,063 shares worth $41.1M. The position accounts for 0.35% of the portfolio, ranked #30.

Polen Capital Management first reported a position in UBER in Q2 2025 and has held it in 5 quarters since. The position peaked at $448M in Q3 2025. 2,410 funds tracked by Wall St. Rank hold UBER as of Q2 2026.

  • Polen Capital Management held 570,063 shares of Uber worth $41.1M as of Q2 2026.
  • Polen Capital Management sold 2,347,865 Uber shares in Q2 2026, an estimated $172M.
  • Uber made up 0.35% of Polen Capital Management's portfolio in Q2 2026, its #30 holding.
  • Polen Capital Management first reported a position in Uber in Q2 2025 and has held it in 5 quarters since.
  • Polen Capital Management's Uber position peaked at $448M in Q3 2025.
  • 2,410 funds tracked by Wall St. Rank held Uber as of Q2 2026.

Based on Polen Capital Management's 13F filing for Q2 2026, filed 4 Aug 2026.