UBER UBER TECHNOLOGIES INC

Ownership history in New Age Alpha Advisors, LLC  ·  10 quarters on record

AI Ownership Summary

New Age Alpha Advisors, LLC reported UBER TECHNOLOGIES INC (UBER) in 10 quarterly 13F filings from 2024 Q1 through 2025 Q4. Peak portfolio weight reached 2.77% in 2024 Q2. The latest visible filing shows UBER at 0.71% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this UBER ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was New Age Alpha Advisors, LLC's position in UBER TECHNOLOGIES INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

UBER was reported at 0.71% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.77% in 2024 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How New Age Alpha Advisors, LLC held UBER — position size vs. price
% of Fund (quarterly)    UBER price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 201,718 +44,938 +28.7% 0.71% $16.5M 2026-02-14 (Est.) $69.99
2025 Q3 ADDED 156,780 +156,680 +156680.0% 0.64% $15.4M 2025-11-12 $93.57
2025 Q2 REDUCED 100 -156,813 -99.9% 0.00% $1K 2025-08-11 $90.58
2025 Q2 ADDED 156,913 +61 +0.0% 0.64% $14.6M 2025-08-11 $90.58
2025 Q1 ADDED 156,852 +44,920 +40.1% 0.51% $11.4M 2025-05-09 $82.81
2024 Q4 ADDED 111,932 +101,932 +1019.3% 0.27% $6.8M 2025-02-12 $79.35
2024 Q3 REDUCED 10,000 -60,000 -85.7% 0.44% $752K 2024-11-12 $71.37
2024 Q2 ADDED 70,000 +69,900 +69900.0% 2.77% $5.1M 2024-08-12 $69.26
2024 Q1 REDUCED 100 -19,900 -99.5% 0.01% $25K 2024-05-13 $66.02
2024 Q1 INITIATED 20,000 0.91% $1.5M 2024-05-13 $66.02

FAQ About New Age Alpha Advisors, LLC and UBER

These are the practical questions this page is built to answer before you even open the full history table.

How long has New Age Alpha Advisors, LLC reported owning UBER?

New Age Alpha Advisors, LLC reported UBER across 10 quarterly 13F filings, from 2024 Q1 through 2025 Q4.

What was the largest reported UBER position in New Age Alpha Advisors, LLC's portfolio?

The largest reported portfolio weight for UBER was 2.77% in 2024 Q2.

What is the latest reported UBER position on this page?

The most recent filing on this page is 2025 Q4, when New Age Alpha Advisors, LLC reported 201,718 shares, equal to 0.71% of portfolio, with an estimated market value of $16.5M.

What does the chart on this UBER ownership page compare?

The chart compares New Age Alpha Advisors, LLC's quarterly UBER portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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