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Universal Display Corporation

OLED Technology
$94.31 +$2.74 (2.99%)
Market Cap: $4.41 B
Gurus Holding
6
Popularity Rank
#1539
% of Shares Held
1.05%
Net Activity (Q1 2026)
-$1.51 M

Guru Ownership Trend

Guru Analysis for Universal Display Corporation (OLED)

Universal Display Corporation (OLED), a key player in the Technology sector, continues to attract institutional attention.

As of Q1 2026, a total of 6 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $46.26 M.

Top institutional holders include Jeremy Grantham and Renaissance Technologies (RenTech).

Institutional sentiment is currently Slightly Bearish. This is evidenced by a $1.51 M net outflow during the quarter.

Recent activity highlights Renaissance Technologies (RenTech) who opened a new position. Conversely, Joel Greenblatt reduced exposure by 54.4%.

Key Holders

Recent Activity Breakdown (Q1 2026)

+$15.92 M
Total Buy Value
New Buys 1
Additions 3
-$17.43 M
Total Sell Value
Reductions 2
Sold Out 1

Guru Consensus (Q1 2026)

Based on recent activity
Net Sellers
3
Net Buyers
4

FAQs for Universal Display Corporation (OLED)

Major holders include Jeremy Grantham ($13.94 M), Renaissance Technologies (RenTech) ($11.54 M), Cliff Asness ($11.25 M). According to the latest reported data, 6 tracked investment managers collectively hold approximately 490,532 shares.

According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $1.51 M, with 4 managers increasing positions and 3 managers reducing holdings.

During the most recent reporting period, 2 managers trimmed their positions, while 1 fully exited OLED. The total reported sell value was $17.43 M.

Yes, 1 managers opened new positions in OLED, and 3 increased their existing holdings. The total reported buy value was $15.92 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.04% Add 1.4% 152,054 $13.94 M Q1 2026
0.02% New Buy 125,939 $11.54 M Q1 2026
0.01% Add 20.3% 123,886 $11.25 M Q1 2026
0.01% Add 92.4% 51,998 $4.77 M Q1 2026
0.01% Reduce -54.4% 26,155 $2.4 M Q1 2026
0.21% Reduce -37.5% 10,500 $962,430 Q1 2026
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