UI

Ubiquiti Inc Cross-source read$564.15 5.09%
Communication ServicesCUSIP 90353W103· EOD Sep 11, 2026

Among active 13F managers last quarter, 6 opened and 24 added, while 17 reduced; the largest holder to move was Renaissance Technologies LLC (−1.8%). Over the last 180 days, 1 insider sold and none bought, a net -$340K in open-market trades.

Tracked 13F holders
316
181 in Q2 2026 filings
13F value (tracked)
$1.6B
Smart-money readMixed
Net sellingNet buying
Funds · active managers, latest 13F
30 adding · 17 trimming
Insiders · Form 4 open-market, 180d
0 buying · 1 selling · -$340K
US House · STOCK Act, 180d
0 buying · 0 selling

The legs disagree, or only one of them leans.

Price & smart-money activity

$564.15 5.09%5Y +81.1%
$28.11$310.98$593.85$876.73$1,1602021202220232024202520262340323023402331252527312737254119302522242630244922593277458156788572105103845296
Hover for who · click for detailEnd-of-day closing prices52w $515.44 – $1,085

Who owns UI?

316 tracked 13F filers · ranked by shares held

316 tracked 13F filers disclose a position in UI as of the latest SEC 13F filings, a combined $1.6B in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

#FundSharesPosition valueLast moveAs ofHistory
1BlackRock, Inc.305K
$163.0M
+3.6%
Added · +11K sh
Q2 2026
2Renaissance Technologies LLC219K
$173.0M
−1.8%
Reduced · −4K sh
Q1 2026
3Arrowstreet Capital, Limited Partnership184K
$145.1M
+0.1%
Added · +100 sh
Q1 2026
4AQR Capital Management LLC129K
$98.8M
+32%
Added · +32K sh
Q1 2026
5State Street Corp102K
$54.3M
+19%
Added · +16K sh
Q2 2026
6Morgan Stanley78K
$61.6M
−24%
Reduced · −24K sh
Q1 2026
7Goldman Sachs Group Inc77K
$60.8M
+28%
Added · +17K sh
Q1 2026
8Geode Capital Management, LLC74K
$39.5M
−1.9%
Reduced · −1K sh
Q2 2026
9Vanguard Capital Management LLC52K
$27.8M
+3.2%
Added · +2K sh
Q2 2026
10Norges Bank52K
$28.5M
18×
Added · +49K sh
Q4 2025
11Walleye Capital LLC51K
$27.4M
20×
Added · +49K sh
Q2 2026
12Bank of New York Mellon Corp48K
$38.3M
−0.3%
Reduced · −157 sh
Q1 2026
13Wealth Enhancement Advisory Services, LLC43K
$23.4M
−63%
Reduced · −75K sh
Q2 2026
14Rhumbline Advisers43K
$34.1M
+0.3%
Added · +113 sh
Q1 2026
15JPMorgan Chase & Co43K
$31.7M
+73%
Added · +18K sh
Q1 2026
16Gotham Asset Management, LLC41K
$21.7M
−11%
Reduced · −5K sh
Q2 2026
17Capital Impact Advisors, LLC38K
$20.0M
+122%
Added · +21K sh
Q2 2026
18Northern Trust Corp29K
$23.2M
−5.7%
Reduced · −2K sh
Q1 2026
19Citigroup Inc27K
$21.0M
−4.5%
Reduced · −1K sh
Q1 2026
20Logan Capital Management Inc26K
$14.0M
−9.6%
Reduced · −3K sh
Q2 2026
21First Trust Advisors LP25K
$20.1M
−34%
Reduced · −13K sh
Q1 2026
22Citadel Advisors LLC25K
$13.5M
+690%
Added · +22K sh
Q2 2026
23Barclays PLC25K
$19.6M
+144%
Added · +15K sh
Q1 2026
24Vanguard Fiduciary Trust Co24K
$12.8M
+1.8%
Added · +426 sh
Q2 2026
25Franklin Templeton Inc23K
$17.9M
+38%
Added · +6K sh
Q1 2026

Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

Is UI being bought or sold by institutions?

Last quarter, 6 funds opened a new position in UI and 24 added to an existing one, while 17 reduced. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).

Opened
6
funds took a first position
Added
24
added to an existing position
Reduced
17
reduced, still holding
Biggest moves · ranked by size of the change, positions above a floor

Funds that own UI also own

CompanyCo-held byTheir position there
Nvidia CorpNVDA175 funds$289.0B
Microsoft CorpMSFT174 funds$182.1B
Meta Platforms Inc-Class AMETA174 funds$76.6B
Apple IncAAPL171 funds$214.1B
Amazon.com IncAMZN171 funds$142.1B
Alphabet Inc-CL AGOOGL171 funds$128.7B
JPMorgan Chase & CoJPM169 funds$43.9B
Tesla IncTSLA168 funds$55.9B
Broadcom IncAVGO167 funds$120.5B
Alphabet Inc-CL CGOOG167 funds$93.4B
Eli Lilly & CoLLY167 funds$60.5B
Walmart IncWMT167 funds$24.6B

Ranked by how many of UI's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in UI.

Insider activity (Form 4)

Full insider page →
Sells · 180d
$340K
1 insider
Net · 180d
-$340K
1 open-market transaction
DateInsiderRoleActionSharesValue
May 13, 2026Radigan KevinCHIEF ACCOUNTING OFFICERSell (S)500$340K
Nov 12, 2025Radigan KevinCHIEF ACCOUNTING OFFICERSell (S)350$202K
Feb 12, 2025Radigan KevinCHIEF ACCOUNTING OFFICERSell (S)1K$348K
Sep 6, 2022Sege RonaldDirectorSell (S)2K$635K
May 18, 2022Sege RonaldDirectorSell (S)2K$522K
Feb 18, 2022Sege RonaldDirectorSell (S)2K$523K
Nov 15, 2021Sege RonaldDirectorSell (S)2K$482K
Sep 3, 2021Sege RonaldDirectorSell (S)2K$522K
May 14, 2021Sege RonaldDirectorSell (S)2K$438K
Feb 16, 2021Sege RonaldDirectorSell (S)2K$551K
Nov 16, 2020Sege RonaldDirectorSell (S)2K$403K
Sep 4, 2020Sege RonaldDirectorSell (S)2K$256K

Do institutions, insiders and Congress agree?

Mixed signals

Where institutional funds (13F), corporate insiders (Form 4) and US House members (STOCK Act) are buying or selling the same name in the same window. Green is buying, red is selling.

SEC EDGAR 13F + Form 4 + US House STOCK Act{ }get_ticker_confluence · API & MCP

Signals by source

Insiders and Congress: last 180 days. Funds: latest 13F, top 100 holders incl. passive

SourceBuyingSellingNet
13F funds
Top 100 holders by value, passive included; the hero counts active managers only
5932
Insiders
Form 4 open-market
01-$340K
US House
STOCK Act trades
00$0
Sector rotation
UI is in Communication Services, which smart money is rotating OUT OF
$6.5B

Capital Rotation reports where institutional capital disclosed rotating, as of the latest public SEC 13F filings. It is data, not investment advice, a recommendation, or a prediction. Filings lag about 45 days and cover long US equity positions only. Past disclosed flows do not indicate future prices. Do your own research; consult a licensed advisor.

Institutional ownership over time

181 tracked filers in Q2 2026 filingsstill filing
0170339Q3 2024Q1 2025Q3 2025Q1 2026Q2 2026
tracked filers holding their reported valueQ2 2026 filings so far: $311.4M
Each bar counts tracked filers with a position in that quarter's filings, so the newest bar excludes filers still on an earlier quarter. Arkolith's tracked universe has grown over this window; part of any long-run rise is coverage, not new buyers.

Recent filings

15 most recent

Keep exploring

Connected entities for UI

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Ask your agent what changed in UI

This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/UI/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for UI.
Tell me what changed, whether insider activity
corroborates it, and cite the SEC evidence.

13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for UI. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.