Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

UBIQUITI INC (UI)

327 + Investors. Track Smart Money conviction in UI. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -18
Streak
1Q ▼
Buyers last Q
47%

Smart Money Signals — UI

Based on 341 hedge funds · latest filing: 2025 Q4 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their UI positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
🏔️

At the ownership peak (95% of max)

95% of all-time peak
341 hedge funds hold UI right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
🚀

Fast accumulation — +34% more funds vs a year ago

fund count last 6Q
+86 new funds entered over the past year (+34% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟠

More sellers than buyers — 47% buying

166 buying187 selling
Last quarter: 187 funds reduced or exited vs 166 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
⚠️

Fewer new buyers each quarter (-37 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 68 → 66 → 93 → 56. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

47% of holders stayed for 2+ years

■ 47% conviction (2yr+) ■ 27% medium ■ 27% new
159 out of 341 hedge funds have held UI for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
💎

Buying through price weakness — shares +47%, value -12%

Value
-12%
Shares
+46%
Last quarter: funds added +47% more shares while total portfolio value only changed -12%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
📈

Growing discovery — still being found

74 → 68 → 66 → 93 → 56 new funds/Q
New funds entering each quarter: 68 → 66 → 93 → 56. A growing number of institutions are discovering UI each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 54% of holders stayed 2+ years

■ 54% veterans ■ 11% 1-2yr ■ 35% new
Of 341 current holders: 185 (54%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 45% AUM from top-100 funds

45% from top-100 AUM funds
48 of 341 holders are among the 100 largest funds by AUM, controlling 45% of total institutional value in UI. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
4.0
out of 10
Moderate Exit Risk
Exit risk score 4.0/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — UI

In 2025 Q4, 166 hedge funds were net buyers of UI (56 opened a new position, 110 added to an existing one), while 187 reduced or exited (113 trimmed, 74 sold completely) — a 47% buyer ratio, indicating roughly balanced activity. 45% of total institutional value in UI is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: -18 funds (more exits than new entries). Total institutional holders: 341.

Hedge Fund Ownership: UI

How many hedge funds hold UI — quarterly history vs. share price
Quarterly hedge fund ownership of UI vs. share price

Market Analysis: UI

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: UI

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

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Smart Money Signal ?
Broad Consensus, Selective Conviction

Many quality funds hold this stock, but top-tier positions remain relatively small.

43 top-rated funds 1 high-conviction
Consensus
7.1
/ 10
breadth
×
Elite
1.8
/ 10
conviction
Hedge Fund Positioning: UI
2026 Q1 Stats Unlock in 1 days 327 + Investors

Track Smart Money conviction in UI. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 327 347 -5.76%
13F Shares 4M 3M 43.43%
Total Value $1.61B $1.85B -12.68%
New Positions 53 89 -36
Increased Positions 104 92 +12
Closed Positions 73 45 +28
Reduced Positions 110 109 +1
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: UI

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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

327 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in UI. Verified SEC 13F-HR filings.

QUARTER:
Top 25 institutional holders of UI — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 SW Investment Management LLC 24.98% 142,500 $112.6M
2 LONG WALK MANAGEMENT LP 10.41% 45,250 $35.8M
3 Capital Impact Advisors, LLC 5.40% 16,925 $13.4M
4 Lagoda Investment Management, L.P. 4.36% 8,955 $7.1M
5 Claret Asset Management Corp 2.32% 24,591 $19K
6 NAVELLIER & ASSOCIATES INC 1.73% 20,970 $16.6M
7 Monument Capital Management 1.47% 7,422 $5.9M
8 Intrinsic Value Partners, LLC 1.30% 2,139 $1.7M
9 CVFG LLC 1.10% 11,159 $8.8M
10 Strategic Global Advisors, LLC 0.92% 7,273 $5.7M
11 LOGAN CAPITAL MANAGEMENT INC 0.90% 26,265 $20.8M
12 HANSEATIC MANAGEMENT SERVICES INC 0.85% 1,128 $891K
13 HUSSMAN STRATEGIC ADVISORS, INC. 0.72% 4,200 $3.3M
14 OCCUDO QUANTITATIVE STRATEGIES LP 0.57% 10,372 $10.5M
15 Odyssean, LLC 0.56% 1,933 $1.5M
16 SALEM INVESTMENT COUNSELORS INC 0.55% 19,146 $15.1M
17 Plum Street Advisors, LLC 0.51% 1,880 $1.5M
18 Fieldview Capital Management, LLC 0.47% 2,033 $1.6M
19 WISCONSIN CAPITAL MANAGEMENT LLC 0.43% 1,000 $790K
20 CONSULTIVA WEALTH MANAGEMENT, CORP. 0.39% 172 $136K
21 CIM, LLC 0.37% 3,282 $2.6M
22 DGS Capital Management, LLC 0.37% 2,833 $2.2M
23 City Center Advisors, LLC 0.36% 491 $388K
24 Militia Capital Management LLC 0.36% 2,000 $1.6M
25 Atlas Brown,Inc. 0.34% 1,425 $1.1M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — UBIQUITI INC (UI)

What does the Smart Money Trend signal show for UI?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their UI positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for UI?

More sellers than buyers — 47% buying: Last quarter: 187 funds reduced or exited vs 166 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for UI holders?

Elite ownership — 45% AUM from top-100 funds: 48 of 341 holders are among the 100 largest funds by AUM, controlling 45% of total institutional value in UI. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held UI?

47% of holders stayed for 2+ years: 159 out of 341 hedge funds have held UI for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.