UI — UBIQUITI INC

Ownership history in LONG WALK MANAGEMENT LP  ·  3 quarters on record

This page tracks every 13F SEC filing in which LONG WALK MANAGEMENT LP reported a position in UBIQUITI INC (UI). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
11.27% (2025 Q3)
Avg. % of fund
9.61%
First filed
2025 Q2
Last filed
2025 Q4
Quarters held
3
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 84,150 -250 -0.3% 10.36% $46.6M $552.74
2025 Q3 ADDED 84,400 +15,215 +22.0% 11.27% $55.8M $658.90
2025 Q2 INITIATED 69,185 — — 7.21% $28.5M $409.98
% of Fund (quarterly)    UI price (monthly, adj. close)

Other funds also holding UI

As of 2025 Q4 — sorted by position size

SW Investment Management LLC 3Y 20.61% Lagoda Investment Management, L.P. 3Y 7Y 3.79% Capital Impact Advisors, LLC 3Y 7Y 1.77% Claret Asset Management Corp 3Y 7Y 1.62% LEE JOHNSON CAPITAL MANAGEMENT, LLC 3Y 1.6% NAVELLIER & ASSOCIATES INC 3Y 7Y 1.21% Intrinsic Value Partners, LLC 3Y 1.13% HUSSMAN STRATEGIC ADVISORS, INC. 3Y 7Y 1.12% Monument Capital Management 3Y 7Y 1.09% Faithward Advisors, LLC 3Y 0.7%
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