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Universal Display Corporation

OLED Technology
$76.3 $-1.08 (-2.03%)
Market Cap: $3.51 B
Gurus Holding
6
Popularity Rank
#1300
% of Shares Held
2.61%
Net Activity (Q2 2026)
+$61.18 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 Q2 2026, a total of 6 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $91.57 M.

Top institutional holders include Cliff Asness and Renaissance Technologies (RenTech).

Institutional sentiment is currently Strongly Bullish. This is evidenced by a $61.18 M net inflow during the quarter.

Recent activity highlights Cliff Asness who increased their stake by 487.7%.

Key Holders

Top 5 by Value

Recent Activity Breakdown (Q2 2026)

+$65.94 M
Total Buy Value
New Buys 1
Additions 4
-$4.77 M
Total Sell Value
Reductions 0
Sold Out 1

Guru Consensus (Q2 2026)

Based on recent activity
Net Sellers
1
Net Buyers
5

FAQs for Universal Display Corporation (OLED)

Major holders include Cliff Asness ($63.05 M), Renaissance Technologies (RenTech) ($22.07 M), Jeremy Grantham ($13.67 M). According to the latest reported data, 6 tracked investment managers collectively hold approximately 1.2 M shares.

According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $61.18 M, with 5 managers increasing positions and 1 managers reducing holdings.

During the most recent reporting period, 0 managers trimmed their positions, while 1 fully exited OLED. The total reported sell value was $4.77 M.

Yes, 1 managers opened new positions in OLED, and 4 increased their existing holdings. The total reported buy value was $65.94 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.02% Add 487.7% 728,128 $63.05 M Q2 2026
0.03% Add 102.4% 254,839 $22.07 M Q2 2026
0.03% Add 3.8% 157,897 $13.67 M Q2 2026
0.01% Add 86.2% 48,694 $4.22 M Q2 2026
0.21% 10,500 $909,195 Q2 2026
0.00% New Buy 20 $1,725 Q2 2026
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