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Ubiquiti Inc.

UI Technology
$706.08 $-7.03 (-0.99%)
Market Cap: $42.73 B
Gurus Holding
6
Popularity Rank
#1253
% of Shares Held
0.75%
Net Activity (Q3 2025)
-$19.08 M

Guru Ownership Trend

Guru Analysis for Ubiquiti Inc. (UI)

Ubiquiti Inc. (UI), a key player in the Technology sector, continues to attract institutional attention.

As of Q4 2025, a total of 6 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $320.51 M.

Top institutional holders include Renaissance Technologies and Cliff Asness.

Institutional sentiment is currently Slightly Bearish. This is evidenced by a $19.08 M net outflow during the quarter.

Recent activity highlights Paul Tudor Jones who dramatically increased their stake. Conversely, Cliff Asness reduced exposure by 29.9%.

Key Holders

Top 5 by Value

Top 5 by Conviction

Recent Activity Breakdown (Q3 2025)

+$30.7 M
Total Buy Value
New Buys 1
Additions 3
-$49.79 M
Total Sell Value
Reductions 2
Sold Out 0

Guru Consensus (Q3 2025)

Based on recent activity
Net Sellers
2
Net Buyers
4

FAQs for Ubiquiti Inc. (UI)

Major holders include Renaissance Technologies ($123.32 M), Cliff Asness ($97.37 M), Joel Greenblatt ($35.92 M). According to the latest reported data, 6 tracked investment managers collectively hold approximately 453,931 shares.

According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $19.08 M, with 4 managers increasing positions and 2 managers reducing holdings.

During the most recent reporting period, 2 managers trimmed their positions, while 0 fully exited UI. The total reported sell value was $49.79 M.

Yes, 1 managers opened new positions in UI, and 3 increased their existing holdings. The total reported buy value was $30.7 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.19% Reduce -8.0% 222,864 $123.32 M Q4 2025
0.06% Reduce -29.9% 147,407 $97.37 M Q3 2025
0.16% Add 25.3% 54,377 $35.92 M Q3 2025
0.02% Add 2268.1% 20,271 $13.39 M Q3 2025
1.12% Add 100.0% 8,400 $4.65 M Q4 2025
0.00% Reduce -8.7% 612 $338,651 Q4 2025
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Value
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SEC Form