Uber Technologies, Inc.
MX ˙ BMV ˙ US90353T1007
SecurityMX:UBER / Uber Technologies, Inc.
InstitutionPensionmark Financial Group, Llc
Latest Disclosed Ownership124,921 shares
Latest Disclosed Value $ 8,985,571
Pensionmark Financial Group, Llc reports 35.06% increase in ownership of UBER / Uber Technologies, Inc.

On April 27, 2026 - Pensionmark Financial Group, Llc filed a 13F-HR form disclosing ownership of 124,921 shares of Uber Technologies, Inc. (MX:UBER) valued at $8,985,571 USD as of March 31, 2026. The entity filed a previous 13F-HR/A on March 13, 2026 disclosing 92,490 shares of Uber Technologies, Inc.. This represents a change in shares of 35.06% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-04-27 2026-03-31 13F UBER TECHNOLOGIES COM 90353T100 124,921 32,431 35.06 8,986 18.90 0.1449
2026-03-13 2025-12-31 13F/A-1 UBER TECHNOLOGIES COM 90353T100 92,490 13,556 17.17 7,557 -2.28 0.1227
2026-02-04 2025-12-31 13F UBER TECHNOLOGIES COM 90353T100 92,490 13,556 7,095 0.1358
2025-10-15 2025-09-30 13F UBER TECHNOLOGIES COM 90353T100 78,934 2,506 3.28 7,733 8.46 0.1581
2025-08-04 2025-06-30 13F UBER TECHNOLOGIES COM 90353T100 76,428 52,832 223.90 7,131 314.78 0.1617
2025-04-29 2025-03-31 13F UBER TECHNOLOGIES COM 90353T100 23,596 2,772 13.31 1,719 36.86 0.0446
2025-02-12 2024-12-31 13F UBER TECHNOLOGIES COM 90353T100 20,824 9,051 76.88 1,256 42.08 0.0344
2024-11-25 2024-09-30 13F/A-1 UBER TECHNOLOGIES COM 90353T100 11,773 4,405 59.79 885 65.23 0.0277
2024-11-14 2024-09-30 13F UBER TECHNOLOGIES COM 90353T100 51,152 43,784 885 0.0277
2024-08-15 2024-06-30 13F UBER TECHNOLOGIES COM 90353T100 7,368 7,368 536 0.0333
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.