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Ubiquiti Inc.

UI Technology
$588.73 +$6.96 (1.20%)
Market Cap: $35.63 B
Gurus Holding
5
Popularity Rank
#1822
% of Shares Held
0.66%
Net Activity (Q1 2026)
+$15.51 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 Q1 2026, a total of 5 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $234.66 M.

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

Institutional sentiment is currently Bullish. This is evidenced by a $15.51 M net inflow during the quarter.

Recent activity highlights Cliff Asness who increased their stake by 32.4%. Conversely, John Hussman reduced exposure by 50.0%.

Key Holders

Top 5 by Value

Recent Activity Breakdown (Q1 2026)

+$24.2 M
Total Buy Value
New Buys 0
Additions 1
-$8.69 M
Total Sell Value
Reductions 4
Sold Out 1

Guru Consensus (Q1 2026)

Based on recent activity
Net Sellers
5
Net Buyers
1

FAQs for Ubiquiti Inc. (UI)

Major holders include Renaissance Technologies (RenTech) ($173.03 M), Cliff Asness ($98.82 M), Joel Greenblatt ($36.07 M). According to the latest reported data, 5 tracked investment managers collectively hold approximately 398,584 shares.

According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $15.51 M, with 1 managers increasing positions and 5 managers reducing holdings.

During the most recent reporting period, 4 managers trimmed their positions, while 1 fully exited UI. The total reported sell value was $8.69 M.

Yes, 0 managers opened new positions in UI, and 1 increased their existing holdings. The total reported buy value was $24.2 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.27% Reduce -1.8% 218,944 $173.03 M Q1 2026
0.05% Add 32.4% 129,203 $98.82 M Q1 2026
0.11% Reduce -2.7% 45,639 $36.07 M Q1 2026
0.72% Reduce -50.0% 4,200 $3.32 M Q1 2026
0.00% Reduce -2.3% 598 $472,593 Q1 2026
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