Joel Greenblatt’s UI Holdings & Trades

First Buy
Q3 2019
Duration Held
25 Quarters
Largest Add
Q4 2023
+14,494 Shares
Current Position
54,377 Shares
$35.92 M Value

Joel Greenblatt's UI Position Overview

Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 54,377 shares of Ubiquiti Inc. (UI) worth $35.92 M, representing 0.16% of the portfolio. First purchased in 2019-Q3, this long-term strategic position has been held for 25 quarters.

Based on 13F filings, Joel Greenblatt has maintained a strategic position in UI, demonstrating sustained confidence in this investment. Largest addition occurred in Q4 2023, adding 14,494 shares. Largest reduction occurred in Q4 2020, reducing 6,248 shares.

Analysis based on 13F filings available since 2013 Q2

Joel Greenblatt's Ubiquiti (UI) Holding Value Over Time

Track share changes against reported price movement

Quarterly Ubiquiti (UI) Trades by Joel Greenblatt

Period Bought/Sold (Sh.) % Change Qtr. End Shares Reported Price
Q3 2019 +7,580 New Buy 7,580 $118.21
Q4 2019 -369 Reduce 4.87% 7,211 $189.02
Q1 2020 +5,187 Add 71.93% 12,398 $141.56
Q2 2020 +2,569 Add 20.72% 14,967 $174.58
Q3 2020 -1,118 Reduce 7.47% 13,849 $166.65
Q4 2020 -6,248 Reduce 45.12% 7,601 $278.52
Q1 2021 -367 Reduce 4.83% 7,234 $298.31
Q2 2021 +3,103 Add 42.89% 10,337 $312.18
Q3 2021 -737 Reduce 7.13% 9,600 $298.65
Q4 2021 -3,515 Reduce 36.61% 6,085 $306.66
Q1 2022 -3,278 Reduce 53.87% 2,807 $291.06
Q2 2022 +17 Add 0.61% 2,824 $248.23
Q3 2022 +58 Add 2.05% 2,882 $293.55
Q4 2022 -160 Reduce 5.55% 2,722 $273.53
Q1 2023 -124 Reduce 4.56% 2,598 $271.69
Q2 2023 +2,029 Add 78.10% 4,627 $175.75
Q3 2023 -2,557 Reduce 55.26% 2,070 $145.30
Q4 2023 +14,494 Add 700.19% 16,564 $139.56
Q1 2024 +3,528 Add 21.30% 20,092 $115.85
Q2 2024 +6,074 Add 30.23% 26,166 $145.66
Q3 2024 +4,946 Add 18.90% 31,112 $221.72
Q4 2024 +1,184 Add 3.81% 32,296 $331.93
Q1 2025 +3,366 Add 10.42% 35,662 $310.14
Q2 2025 +7,721 Add 21.65% 43,383 $411.65
Q3 2025 +10,994 Add 25.34% 54,377 $660.58

Joel Greenblatt's Ubiquiti Investment FAQs

Joel Greenblatt first purchased Ubiquiti Inc. (UI) in Q3 2019, acquiring 7,580 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

Joel Greenblatt has held Ubiquiti Inc. (UI) for 25 quarters since Q3 2019. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

Joel Greenblatt's largest addition to Ubiquiti Inc. (UI) was in Q4 2023, adding 16,564 shares worth $2.31 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

According to the latest 13F filing for Q3 2025, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 54,377 shares of Ubiquiti Inc. (UI), valued at approximately $35.92 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

As of the Q3 2025 filing, Ubiquiti Inc. (UI) represents approximately 0.16% of Joel Greenblatt's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

Joel Greenblatt's peak holding in Ubiquiti Inc. (UI) was 54,377 shares, as reported at the end of Q3 2025. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.