Ubiquiti Inc (UI): Hedge Fund Ownership & Smart Money Signals (Q1 2026)

Q: Is it too late to buy Ubiquiti Inc (UI) following the 2026 Q1 hedge fund 13F filings?

As of today, UI has moved -9.5% since the 2026 Q1 13F filing date (May 15, 2026), compared to +9.1% for the XLK sector ETF — an outperformance of -18.6%. Since the quarter end (March 31, 2026), UI gained -28.8% vs +44.8% for XLK. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Ubiquiti Inc (UI)

382 + Investors. Track Smart Money conviction in UI. See who's accumulating, reducing, or initiating positions.

Smart Money Signals — UI

Based on 383 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q

For 1 consecutive quarter, more hedge funds added UI than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

🏔️

At the ownership peak (100% of max)

100% of all-time peak

383 hedge funds hold UI right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.

🚀

Fast accumulation — +37% more funds vs a year ago

fund count last 6Q

+103 new funds entered over the past year (+37% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.

🟡

Slight buying edge — 57% buying

208 buying157 selling

Last quarter: 208 funds bought or added vs 157 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

📈

More new buyers each quarter (+34 vs last Q)

new funds entering per quarter

Funds opening a new UI position: 66 → 93 → 56 → 90. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.

🔒

42% of holders stayed for 2+ years

■ 42% conviction (2yr+) ■ 25% medium ■ 33% new

162 out of 383 hedge funds have held UI for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

💰

Price up while funds trimmed (+28% value, -35% shares)

Value

+28%

-34%

Last quarter: total value of institutional UI holdings rose +28% even though funds reduced share count by 35%. The stock price increased enough to offset the selling. Institutions are quietly trimming into price strength — watch for rotation.

➡️

Steady discovery — ~90 new funds/quarter

68 → 66 → 93 → 56 → 90 new funds/Q

New funds entering each quarter: 66 → 93 → 56 → 90. Consistent flow of new institutional buyers without clear acceleration or slowdown.

🏛️

Veteran-anchored — 49% veterans vs 41% newcomers

■ 49% veterans ■ 10% 1-2yr ■ 41% new

Entry-cohort mix of 383 holders: 187 (49%) are 2+ year veterans, 40 entered 1–2 years ago, and 156 (41%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

🏆

Elite ownership — 44% AUM from top-100 funds

44% from top-100 AUM funds

46 of 381 holders are among the 100 largest funds by AUM, controlling 44% of total institutional value in UI. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

4.1

out of 10

Moderate Exit Risk

Exit risk score 4.1/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Metric	All 13F Filers (2026 Q1)	Prior (2025 Q4)	Change
Funds Holding	382	341	12.02%
13F Shares	3M	4M	-34.7%
Total Value	$2.08B	$1.62B	28.06%
New Positions	89	56	+33
Increased Positions	118	110	+8
Closed Positions	48	74	-26
Reduced Positions	109	113	-4
Total Calls	0	0	-
Total Puts	1	0	100%
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2026 Q1)

Prior (2025 Q4)

Change

Funds Holding

382

341

12.02%

13F Shares

-34.7%

Total Value

$2.08B

$1.62B

28.06%

New Positions

+33

Increased Positions

118

110

Closed Positions

-26

Reduced Positions

109

113

-4

Total Calls

Total Puts

100%

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q1)

382 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in UI. Verified SEC 13F-HR filings.

QUARTER:

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 UI holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	SW Investment Management LLC	24.98%	142,500	$112.6M
2	Long Walk Management LP	10.41%	45,250	$35.8M
3	Capital Impact Advisors, LLC	5.40%	16,925	$13.4M
4	Lagoda Investment Management, L.P.	4.36%	8,955	$7.1M
5	Navellier & Associates Inc	1.73%	20,970	$16.6M
6	Monument Capital Management	1.47%	7,422	$5.9M
7	Intrinsic Value Partners, LLC	1.30%	2,139	$1.7M
8	Cvfg LLC	1.10%	11,159	$8.8M
9	Strategic Global Advisors, LLC	0.92%	7,273	$5.7M
10	Logan Capital Management Inc	0.90%	26,265	$20.8M
11	Hanseatic Management Services Inc	0.85%	1,128	$891K
12	Hussman Strategic Advisors, INC.	0.72%	4,200	$3.3M
13	Occudo Quantitative Strategies LP	0.57%	10,372	$10.5M
14	Odyssean, LLC	0.56%	1,933	$1.5M
15	Salem Investment Counselors Inc	0.55%	19,146	$15.1M
16	Plum Street Advisors, LLC	0.51%	1,880	$1.5M
17	Fieldview Capital Management, LLC	0.47%	2,033	$1.6M
18	Wisconsin Capital Management LLC	0.43%	1,000	$790K
19	Consultiva Wealth Management, CORP.	0.39%	172	$136K
20	Cim, LLC	0.37%	3,282	$2.6M
21	DGS Capital Management, LLC	0.37%	2,833	$2.2M
22	City Center Advisors, LLC	0.36%	491	$388K
23	Militia Capital Management LLC	0.36%	2,000	$1.6M
24	Atlas Brown,Inc.	0.34%	1,425	$1.1M
25	Convergence Financial, LLC	0.32%	3,860	$3.1M

Investor	Ownership History	% of Portfolio	Prev %	Rank	Conviction	Avg Buy Price	13F Score™ 3Y / 7Y	Sell Timing	Shares	Mkt Value	Change	Change %	Source	Quarter	Filed

Frequently Asked Questions — Ubiquiti Inc (UI)

What does the Smart Money Trend signal show for UI?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added UI than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for UI?

Slight buying edge — 57% buying: Last quarter: 208 funds bought or added vs 157 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for UI holders?

Elite ownership — 44% AUM from top-100 funds: 46 of 381 holders are among the 100 largest funds by AUM, controlling 44% of total institutional value in UI. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held UI?

42% of holders stayed for 2+ years: 162 out of 383 hedge funds have held UI for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy Ubiquiti Inc (UI) following the 2026 Q1 hedge fund 13F filings?

As of today, UI has moved -9.5% since the 2026 Q1 13F filing date (May 15, 2026), compared to +9.1% for the XLK sector ETF — an outperformance of -18.6%. Since the quarter end (March 31, 2026), UI has gained -28.8% vs +44.8% for XLK. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

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Ubiquiti Inc (UI)

Smart Money Signals — UI

Buying streak — 1 quarter in a row

At the ownership peak (100% of max)

Fast accumulation — +37% more funds vs a year ago

Slight buying edge — 57% buying

More new buyers each quarter (+34 vs last Q)

42% of holders stayed for 2+ years

Price up while funds trimmed (+28% value, -35% shares)

Steady discovery — ~90 new funds/quarter

Veteran-anchored — 49% veterans vs 41% newcomers

Elite ownership — 44% AUM from top-100 funds

Institutional Sentiment Summary — UI

Hedge Fund Ownership: UI

Market Analysis: UI

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: UI

Is It Too Late to Buy Ubiquiti Inc (UI) Based on Hedge Fund 13F Filings?

Hedge Fund Positioning: UI

Statistics: UI

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q1)

Frequently Asked Questions — Ubiquiti Inc (UI)

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