UI — UBIQUITI INC

Ownership history in Monument Capital Management  ·  5 quarters on record

This page tracks every 13F SEC filing in which Monument Capital Management 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
1.34% (2025 Q3)
Avg. % of fund
0.71%
First filed
2024 Q4
Last filed
2025 Q4
Quarters held
5
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 7,889 -213 -2.6% 1.09% $4.4M $552.74
2025 Q3 REDUCED 8,102 -285 -3.4% 1.34% $5.4M $658.90
2025 Q2 ADDED 8,387 +7,150 +578.0% 0.90% $3.5M $409.98
2025 Q1 ADDED 1,237 +172 +16.2% 0.12% $384K $308.46
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history
% 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% LONG WALK MANAGEMENT LP 3Y 10.36% 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% Faithward Advisors, LLC 3Y 0.7%
← Back to Monument Capital Management Holdings