Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

UBIQUITI INC (UI)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -20
Streak
1Q ▼
Buyers last Q
46%

Smart Money Signals — UI

Based on 327 hedge funds · latest filing: 2025 Q4 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their UI positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
📊

High ownership — 94% of 3.0Y peak

94% of all-time peak
327 funds currently hold this stock — 94% of the 3.0-year high of 347 funds (reached 2025 Q3). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
🚀

Fast accumulation — +34% more funds vs a year ago

fund count last 6Q
+83 new funds entered over the past year (+34% 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.
🟠

More sellers than buyers — 46% buying

157 buying183 selling
Last quarter: 183 funds reduced or exited vs 157 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
⚠️

Fewer new buyers each quarter (-36 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 67 → 61 → 89 → 53. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

47% of holders stayed for 2+ years

■ 47% conviction (2yr+) ■ 27% medium ■ 27% new
153 out of 327 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.
💎

Buying through price weakness — shares +43%, value -13%

Value
-12%
Shares
+43%
Last quarter: funds added +43% more shares while total portfolio value only changed -13%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
📈

Growing discovery — still being found

69 → 67 → 61 → 89 → 53 new funds/Q
New funds entering each quarter: 67 → 61 → 89 → 53. A growing number of institutions are discovering UI each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 54% of holders stayed 2+ years

■ 54% veterans ■ 11% 1-2yr ■ 35% new
Of 327 current holders: 178 (54%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
✅

Strong quality — 39% AUM from major funds

39% from top-100 AUM funds
36 of 327 holders rank in the top 100 by AUM, accounting for 39% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
4.0
out of 10
Moderate Exit Risk
Exit risk score 4.0/10 — 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.

Hedge Fund Ownership: UI

How many hedge funds hold UI — quarterly history vs. share price
Quarterly hedge fund ownership of UI vs. share price

Market Analysis: UI

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: UI

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Smart Money Signal ?
Broad Consensus, Selective Conviction

Many quality funds hold this stock, but top-tier positions remain relatively small.

43 top-rated funds 1 high-conviction
Consensus
7.1
/ 10
breadth
×
Elite
1.8
/ 10
conviction
Hedge Fund Positioning: UI
2026 Q1 Stats Unlock in 16 days 327 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 327 347 -5.76%
13F Shares 4M 3M 43.43%
Total Value $1.61B $1.85B -12.68%
New Positions 53 89 -36
Increased Positions 104 92 +12
Closed Positions 73 45 +28
Reduced Positions 110 109 +1
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: UI

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Valuation Measures Data as of: --

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Enterprise Value --
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PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
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Total Cash (mrq) --
Total Debt/Equity (mrq) --
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Institutional Holders (2026 Q1)

327 + investors

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

Top 25 institutional holders of UI — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Monument Capital Management 1.47% 7,422 $5.9M
2 Intrinsic Value Partners, LLC 1.30% 2,139 $1.7M
3 CVFG LLC 1.10% 11,159 $8.8M
4 SALEM INVESTMENT COUNSELORS INC 0.55% 19,146 $15.1M
5 DGS Capital Management, LLC 0.37% 2,833 $2.2M
6 City Center Advisors, LLC 0.36% 491 $388K
7 Atlas Brown,Inc. 0.34% 1,425 $1.1M
8 Oxinas Partners, LLC 0.32% 875 $692K
9 Stirlingshire Investments, Inc. 0.31% 446 $353K
10 bLong Financial, LLC 0.30% 500 $395K
11 Inspire Investing, LLC 0.29% 4,446 $3.5M
12 Astoria Portfolio Advisors LLC. 0.28% 1,300 $1.3M
13 Medallion Wealth Advisors, LLC 0.27% 1,920 $597K
14 TABR Capital Management, LLC 0.27% 366 $289K
15 Fairman Group, LLC 0.25% 375 $296K
16 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.20% 118,046 $97.7M
17 Baron Wealth Management LLC 0.18% 782 $618K
18 CFC Planning Co LLC 0.18% 326 $258K
19 MILESTONE ASSET MANAGEMENT, LLC 0.18% 1,261 $997K
20 Segment Wealth Management, LLC 0.15% 3,257 $2.6M
21 Grant Private Wealth Management Inc 0.15% 359 $284K
22 Quantum Portfolio Management LLC 0.15% 432 $341K
23 OPPENHEIMER & CO INC 0.14% 14,837 $11.7M
24 Bayforest Capital Ltd 0.12% 138 $109K
25 R Squared Ltd 0.12% 270 $213K
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?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their UI positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for UI?

More sellers than buyers — 46% buying: Last quarter: 183 funds reduced or exited vs 157 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for UI holders?

Strong quality — 39% AUM from major funds: 36 of 327 holders rank in the top 100 by AUM, accounting for 39% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held UI?

47% of holders stayed for 2+ years: 153 out of 327 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.

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.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.