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Ubiquiti Inc.

UI Technology
$564.15 +$27.31 (5.09%)
Market Cap: $34.15 B
Gurus Holding
6
Popularity Rank
#1524
% of Shares Held
0.58%
Net Activity (Q2 2026)
-$26.52 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 Q2 2026, a total of 6 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $197 M.

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

Institutional sentiment is currently Slightly Bearish. This is evidenced by a $26.52 M net outflow during the quarter.

Recent activity highlights John Hussman who increased their stake by 125.0%. Conversely, Cliff Asness reduced exposure by 47.8%.

Key Holders

Top 5 by Value

Recent Activity Breakdown (Q2 2026)

+$20.56 M
Total Buy Value
New Buys 2
Additions 1
-$47.08 M
Total Sell Value
Reductions 3
Sold Out 1

Guru Consensus (Q2 2026)

Based on recent activity
Net Sellers
4
Net Buyers
3

FAQs for Ubiquiti Inc. (UI)

Major holders include Renaissance Technologies (RenTech) ($105.92 M), Cliff Asness ($36.03 M), Joel Greenblatt ($21.73 M). According to the latest reported data, 6 tracked investment managers collectively hold approximately 349,204 shares.

According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $26.52 M, with 3 managers increasing positions and 4 managers reducing holdings.

During the most recent reporting period, 3 managers trimmed their positions, while 1 fully exited UI. The total reported sell value was $47.08 M.

Yes, 2 managers opened new positions in UI, and 1 increased their existing holdings. The total reported buy value was $20.56 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.15% Reduce -9.4% 198,344 $105.92 M Q2 2026
0.01% Reduce -47.8% 67,472 $36.03 M Q2 2026
0.05% Reduce -10.9% 40,689 $21.73 M Q2 2026
0.01% New Buy 18,740 $10.01 M Q2 2026
0.01% New Buy 14,509 $7.75 M Q2 2026
1.16% Add 125.0% 9,450 $5.05 M Q2 2026
Date
Insider Name
Transaction
Value
Shares
Position / Chg
SEC Form