Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Ubiquiti Inc (UI)

352 + 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
↓ -33
Streak
1Q ▼
Buyers last Q
41%

Smart Money Signals — UI

Based on 353 hedge funds · latest filing: 2026 Q2 · 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 — 91% of 3.0Y peak

91% of all-time peak
353 funds currently hold this stock — 91% of the 3.0-year high of 386 funds (reached 2026 Q1). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📶

Steady growth — +11% more funds vs a year ago

fund count last 6Q
+36 new funds entered over the past year (+11% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟠

More sellers than buyers — 41% buying

162 buying232 selling
Last quarter: 232 funds reduced or exited vs 162 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 (-30 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 93 → 56 → 91 → 61. 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.
🔒

48% of holders stayed for 2+ years

■ 48% conviction (2yr+) ■ 29% medium ■ 23% new
168 out of 353 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 +9%, value -27%

Value
-26%
Shares
+8%
Last quarter: funds added +9% more shares while total portfolio value only changed -27%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
➡️

Steady discovery — ~61 new funds/quarter

67 → 93 → 56 → 91 → 61 new funds/Q
New funds entering each quarter: 93 → 56 → 91 → 61. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 54% veterans vs 31% newcomers

■ 54% veterans ■ 16% 1-2yr ■ 31% new
Entry-cohort mix of 353 holders: 189 (54%) are 2+ year veterans, 56 entered 1–2 years ago, and 108 (31%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 56% AUM from top-100 funds

56% from top-100 AUM funds
52 of 352 holders are among the 100 largest funds by AUM, controlling 56% 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.
3.8
out of 10
Low Exit Risk
Exit risk score 3.8/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

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.

Institutional Sentiment Summary — UI

In 2026 Q2, 162 hedge funds were net buyers of UI (61 opened a new position, 101 added to an existing one), while 232 reduced or exited (138 trimmed, 94 sold completely) — a 41% buyer ratio, indicating roughly balanced activity. 56% of total institutional value in UI is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: -33 funds (more exits than new entries). Total institutional holders: 353.

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.

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

12 top-rated funds 1 high-conviction
Consensus
4.8
/ 10
breadth
×
Elite
1.4
/ 10
conviction
Hedge Fund Positioning: UI
352 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 352 386 -8.81%
13F Shares 3M 3M 8.88%
Total Value $1.53B $2.08B -26.6%
New Positions 61 91 -30
Increased Positions 101 119 -18
Closed Positions 94 47 +47
Reduced Positions 138 110 +28
Total Calls 0 0 -
Total Puts 0 1 -100.0%
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: UI

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Financial Highlights

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Institutional Holders (2026 Q2)

352 + 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:
Top 25 UI holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 SW Investment Management LLC 21.26% 140,000 $74.8M
2 Long Walk Management LP 4.18% 34,532 $18.4M
3 Lagoda Investment Management, L.P. 1.95% 6,646 $3.5M
4 Hussman Strategic Advisors, INC. 1.16% 9,450 $5.0M
5 Capital Impact Advisors, LLC 1.12% 37,507 $20.0M
6 Intrinsic Value Partners, LLC 0.65% 1,771 $946K
7 Navellier & Associates Inc 0.56% 13,120 $7.0M
8 Logan Capital Management Inc 0.52% 26,153 $14.0M
9 Faithward Advisors, LLC 0.51% 7,881 $4.2M
10 Cvfg LLC 0.43% 7,749 $4.1M
11 Plum Street Advisors, LLC 0.32% 1,880 $1.0M
12 Occudo Quantitative Strategies LP 0.25% 8,746 $4.7M
13 Salem Investment Counselors Inc 0.25% 18,628 $9.9M
14 Inspire Investing, LLC 0.24% 10,740 $5.7M
15 Consultiva Wealth Management, CORP. 0.21% 172 $92K
16 Landscape Capital Management, L.L.C. 0.20% 5,792 $3.1M
17 Atlas Brown,Inc. 0.20% 1,385 $740K
18 Financial Perspectives, Inc 0.18% 1,409 $752K
19 Willis Investment Counsel 0.18% 6,989 $3.7M
20 bLong Financial, LLC 0.17% 500 $267K
21 Oxinas Partners, LLC 0.17% 815 $435K
22 Impact Partnership Wealth, LLC 0.16% 3,116 $1.7M
23 Militia Capital Management LLC 0.16% 2,000 $1.6M
24 Odyssean, LLC 0.16% 1,826 $975K
25 Fairman Group, LLC 0.16% 375 $200K
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 — 41% buying: Last quarter: 232 funds reduced or exited vs 162 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?

Elite ownership — 56% AUM from top-100 funds: 52 of 352 holders are among the 100 largest funds by AUM, controlling 56% 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?

48% of holders stayed for 2+ years: 168 out of 353 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.

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