Guru Ownership Over Time
Guru Analysis for Ubiquiti Inc. (UI)
Ubiquiti Inc. (UI), a key player in the Technology sector, continues to attract institutional attention.
As of Q3 2025, a total of 6 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $260.46 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, John Hussman reduced exposure by 75.0%.
| Portfolio Manager | % of portfolio | Activity | Shares | Value | Peroid |
|---|---|---|---|---|---|
| 0.21% | Add 6.8% | 242,264 | $160.03 M | Q3 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 | |
| 0.60% | Reduce -75.0% | 4,200 | $2.77 M | Q3 2025 | |
| 0.00% | New Buy | 670 | $442,589 | Q3 2025 |
| Period | Portfolio Manager | Activity | Share change | % change to portfolio |
|---|
| Period | Portfolio Manager | Activity | Share change | % change to portfolio |
|---|
| Period | Portfolio Manager | Activity | Share change | % change to portfolio |
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| Portfolio Manager | Option Type | % of portfolio | Activity | Shares | Value | Period |
|---|
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown(Q3 2025)
Guru Consensus (Q3 2025)
FAQs for Ubiquiti Inc. (UI)
Top Guru holders include Renaissance Technologies ($160.03 M), Cliff Asness ($97.37 M), Joel Greenblatt ($35.92 M). Collectively, tracked Gurus hold 469,189 shares.
Based on recent 13F filings, the sentiment is **Negative (Net Sell)**. There was a net outflow of $19.08 M, with 4 Gurus buying and 2 Gurus selling.
In the recent quarter, 2 Gurus reduced their positions, and 0 Gurus sold out of UI completely. Total sell value was $49.79 M.
Yes, 1 Gurus opened new positions in UI, and 3 added to their existing holdings. Total buy value was $30.7 M.