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 Q3 2025, a total of 6 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $265.74 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 | % Portfolio | Activity | Shares | Value | Report Date |
|---|---|---|---|---|---|
| 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 |
| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
|---|
| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
|---|
| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
|---|
| Portfolio Manager | Option Type | % Portfolio | Activity | Shares | Value | Report Date |
|---|
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q3 2025)
Guru Consensus (Q3 2025)
FAQs for Ubiquiti Inc. (UI)
Major holders include Renaissance Technologies ($160.03 M), Cliff Asness ($97.37 M), Joel Greenblatt ($35.92 M). According to the latest reported data, 6 tracked investment managers collectively hold approximately 469,189 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.