UBIQUITI INC UI
COM · Common Stock · CUSIP 90353W103 · ISIN US90353W1036
American technology company
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($7.7m this quarter). Holder counts are more reliable. Shares outstanding: 60.5m as of 2026-05-07, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $790.46. Options: 0 managers hold calls (— notional), 1 hold puts ($20.8m).
Trends to Q1 2026
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 212 |
| Q4 2022 | 208 |
| Q1 2023 | 202 |
| Q2 2023 | 169 |
| Q3 2023 | 153 |
| Q4 2023 | 159 |
| Q1 2024 | 149 |
| Q2 2024 | 163 |
| Q3 2024 | 208 |
| Q4 2024 | 259 |
| Q1 2025 | 286 |
| Q2 2025 | 320 |
| Q3 2025 | 366 |
| Q4 2025 | 351 |
| Q1 2026 | 386 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q2 2024 | 81 | 77 |
| Q3 2024 | 117 | 77 |
| Q4 2024 | 132 | 92 |
| Q1 2025 | 169 | 112 |
| Q2 2025 | 174 | 121 |
| Q3 2025 | 187 | 151 |
| Q4 2025 | 146 | 182 |
| Q1 2026 | 201 | 153 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q2 2025 | $0 | $0 | — |
| Q3 2025 | $0 | $0 | — |
| Q4 2025 | $0 | $0 | — |
| Q1 2026 | $0 | $20.8m | — |
Biggest buyers
| AQR CAPITAL MANAGEMENT LLC | Added | +31.6k |
| JPMORGAN CHASE & CO | Added | +18.2k |
| GOLDMAN SACHS GROUP INC | Added | +16.8k |
| BARCLAYS PLC | Added | +14.7k |
| CANADA PENSION PLAN INVESTMENT BOARD | Added | +12.4k |
| CVFG LLC | New | +11.2k |
| STATE STREET CORP | Added | +8.9k |
| BANK OF MONTREAL /CAN/ | Added | +8.4k |
| OCCUDO QUANTITATIVE STRATEGIES LP | Added | +8.2k |
| Capital World Investors | Added | +7.6k |
Biggest sellers
| Corient Private Wealth LP | Reduced | -1.1m |
| LONG WALK MANAGEMENT LP | Reduced | -38.9k |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | Reduced | -37.9k |
| Invesco Ltd. | Reduced | -34.9k |
| VOYA INVESTMENT MANAGEMENT LLC | Reduced | -34.7k |
| LOGAN CAPITAL MANAGEMENT INC | Sold out | -28.9k |
| Squarepoint Ops LLC | Reduced | -26.0k |
| Qube Research & Technologies Ltd | Reduced | -25.7k |
| MORGAN STANLEY | Reduced | -24.1k |
| Capital Impact Advisors, LLC | Reduced | -24.0k |
Biggest calls
| None |
Biggest puts
| LOGAN CAPITAL MANAGEMENT INC | New | $20.8m26.3k shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Insider purchases and sales in Q1 2026
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q2 2024 | 0 | — | 0 | — | — |
| Q3 2024 | 0 | — | 0 | — | — |
| Q4 2024 | 0 | — | 0 | — | — |
| Q1 2025 | 0 | — | 1 | $348.0k | — |
| Q2 2025 | 0 | — | 0 | — | — |
| Q3 2025 | 0 | — | 0 | — | — |
| Q4 2025 | 0 | — | 1 | $201.8k | — |
| Q1 2026 | 0 | — | 0 | — | — |
None reported in Q1 2026.
Holders, Q1 2026
| Manager | Shares | Change |
|---|---|---|
| BlackRock, Inc. 0.00% of their portfolio | 294.6k $232.8m | Added +3.0k |
| RENAISSANCE TECHNOLOGIES LLC 0.27% of their portfolio | 218.9k $173.0m | Reduced -3.9k |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.08% of their portfolio | 183.6k $145.1m | Added +100 |
| SW Investment Management LLC 24.98% of their portfolio | 142.5k $112.6m | Added +2.5k |
| AQR CAPITAL MANAGEMENT LLC 0.05% of their portfolio | 129.2k $98.8m | Added +31.6k |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.21% of their portfolio | 118.0k $97.7m | Reduced -37.9k |
| Capital World Investors 0.01% of their portfolio | 107.6k $85.0m | Added +7.6k |
| STATE STREET CORP 0.00% of their portfolio | 85.5k $67.5m | Added +8.9k |
| MORGAN STANLEY 0.00% of their portfolio | 77.9k $61.6m | Reduced -24.1k |
| GOLDMAN SACHS GROUP INC 0.01% of their portfolio | 76.9k $60.8m | Added +16.8k |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 75.4k $59.6m | Added +2.3k |
| VANGUARD CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 50.4k $39.8m | First filing |
| Bank of New York Mellon Corp 0.01% of their portfolio | 48.5k $38.3m | Reduced -157 |
| Gotham Asset Management, LLC 0.11% of their portfolio | 45.6k $36.1m | Reduced -1.3k |
| LONG WALK MANAGEMENT LP 10.41% of their portfolio | 45.2k $35.8m | Reduced -38.9k |
| RHUMBLINE ADVISERS 0.03% of their portfolio | 43.1k $34.1m | Added +113 |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 43.1k $31.7m | Added +18.2k |
| NORTHERN TRUST CORP 0.00% of their portfolio | 29.4k $23.2m | Reduced -1.8k |
| CITIGROUP INC 0.01% of their portfolio | 26.6k $21.0m | Reduced -1.3k |
| FIRST TRUST ADVISORS LP 0.01% of their portfolio | 25.4k $20.1m | Reduced -13.0k |
| BARCLAYS PLC 0.01% of their portfolio | 24.8k $19.6m | Added +14.7k |
| Claret Asset Management Corp 2.32% of their portfolio | 24.6k $19.4m | Reduced -566 |
| VANGUARD FIDUCIARY TRUST CO 0.00% of their portfolio | 23.6k $18.6m | First filing |
| FRANKLIN RESOURCES INC 0.00% of their portfolio | 22.6k $17.9m | Added +6.3k |
| Squarepoint Ops LLC 0.04% of their portfolio | 22.1k $17.5m | Reduced -26.0k |
| Treasurer of the State of North Carolina 0.05% of their portfolio | 21.7k $17.1m | Added +2.0k |
| NAVELLIER & ASSOCIATES INC 1.73% of their portfolio | 21.0k $16.6m | Added +1.4k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio | 20.0k $15.8m | Added +493 |
| Nuveen, LLC 0.00% of their portfolio | 20.0k $15.8m | Reduced -438 |
| SALEM INVESTMENT COUNSELORS INC 0.44% of their portfolio | 19.1k $15.1m | Reduced -875 |
| Capital Impact Advisors, LLC 5.40% of their portfolio | 16.9k $13.4m | Reduced -24.0k |
| JANE STREET GROUP, LLC 0.01% of their portfolio | 16.7k $13.2m | Added +6.3k |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 16.4k $12.5m | Reduced -4.6k |
| VANGUARD PORTFOLIO MANAGEMENT LLC 0.00% of their portfolio | 16.4k $13.0m | First filing |
| UBS Group AG 0.00% of their portfolio | 16.1k $12.7m | Reduced -1.3k |
| OPPENHEIMER & CO INC 0.14% of their portfolio | 14.8k $11.7m | Reduced -203 |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 13.8k $10.9m | Added +2.5k |
| LPL Financial LLC 0.00% of their portfolio | 13.0k $10.3m | Added +3.6k |
| Invesco Ltd. 0.00% of their portfolio | 12.6k $10.0m | Reduced -34.9k |
| CANADA PENSION PLAN INVESTMENT BOARD 0.01% of their portfolio | 12.5k $9.8m | Added +12.4k |
| Quantinno Capital Management LP 0.02% of their portfolio | 12.4k $9.8m | Added +321 |
| Qube Research & Technologies Ltd 0.01% of their portfolio | 11.9k $9.4m | Reduced -25.7k |
| CVFG LLC 1.10% of their portfolio | 11.2k $8.8m | New |
| OCCUDO QUANTITATIVE STRATEGIES LP 0.57% of their portfolio | 10.4k $10.5m | Added +8.2k |
| ZACKS INVESTMENT MANAGEMENT 0.06% of their portfolio | 9.6k $7.6m | Added +121 |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 9.5k $7.5m | Reduced -483 |
| FMR LLC 0.00% of their portfolio | 9.4k $7.4m | Added +6 |
| BANK OF MONTREAL /CAN/ 0.00% of their portfolio | 9.0k $7.1m | Added +8.4k |
| Lagoda Investment Management, L.P. 4.36% of their portfolio | 9.0k $7.1m | Reduced -2.9k |
| Concurrent Investment Advisors, LLC 0.07% of their portfolio | 8.5k $6.7m | Reduced -1.2k |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.01% of their portfolio | 8.2k $6.5m | Reduced -784 |
| Pacer Advisors, Inc. 0.02% of their portfolio | 7.6k $6.0m | Added +1.6k |
| AMERICAN CENTURY COMPANIES INC 0.00% of their portfolio | 7.4k $5.9m | Added +4.3k |
| Monument Capital Management 1.47% of their portfolio | 7.4k $5.9m | Reduced -467 |
| Illinois Municipal Retirement Fund 0.07% of their portfolio | 7.4k $5.8m | Added +56 |
| Strategic Global Advisors, LLC 0.92% of their portfolio | 7.3k $5.7m | Reduced -180 |
| Inspire Investing, LLC 0.32% of their portfolio | 6.9k $5.4m | Added +2.1k |
| ROYAL LONDON ASSET MANAGEMENT LTD 0.01% of their portfolio | 6.7k $5.3m | Reduced -192 |
| RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio | 6.6k $5.2m | Added +783 |
| VANGUARD ASSET MANAGEMENT, Ltd 0.00% of their portfolio | 6.1k $4.8m | First filing |
| Militia Capital Management LLC 0.36% of their portfolio | 6.0k $4.7m | First filing |
| ExodusPoint Capital Management, LP 0.04% of their portfolio | 5.6k $4.4m | Added +2.7k |
| HighTower Advisors, LLC 0.00% of their portfolio | 5.4k $4.2m | Added +1.6k |
| Corient Private Wealth LP 0.01% of their portfolio | 5.2k $4.1m | Reduced -1.1m |
| Motley Fool Asset Management LLC 0.18% of their portfolio | 5.2k $4.1m | Added +4.2k |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 4.9k $3.9m | Reduced -8 |
| Creative Planning 0.00% of their portfolio | 4.9k $3.9m | Added +776 |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 4.8k $3.8m | Added +243 |
| ASSETMARK, INC 0.01% of their portfolio | 4.6k $3.7m | Added +40 |
| Vident Advisory, LLC 0.03% of their portfolio | 4.4k $3.5m | Added +696 |
| Legal & General Group Plc 0.00% of their portfolio | 4.2k $3.3m | Added +80 |
| HUSSMAN STRATEGIC ADVISORS, INC. 0.72% of their portfolio | 4.2k $3.3m | Reduced -4.2k |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 4.2k $2.3m | Added +2.3k |
| Mariner, LLC 0.00% of their portfolio | 4.0k $3.2m | New |
| Willis Investment Counsel 0.17% of their portfolio | 3.9k $3.1m | Added +280 |
| XTX Topco Ltd 0.05% of their portfolio | 3.9k $3.1m | Added +2.9k |
| Man Group plc 0.01% of their portfolio | 3.9k $3.1m | Added +858 |
| Convergence Financial, LLC 0.32% of their portfolio | 3.9k $3.1m | New |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 3.8k $3.0m | Added +719 |
| CWM, LLC 0.01% of their portfolio | 3.8k $3.0m | Added +817 |
| MEEDER ASSET MANAGEMENT INC 0.17% of their portfolio | 3.7k $2.9m | Unchanged |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 3.5k $2.8m | Added +76 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 0.01% of their portfolio | 3.5k $2.8m | Reduced -1.5k |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio | 3.3k $2.6m | Added +517 |
| CIM, LLC 0.38% of their portfolio | 3.3k $2.6m | New |
| Vestcor Inc 0.07% of their portfolio | 3.3k $2.6m | Reduced -185 |
| Segment Wealth Management, LLC 0.15% of their portfolio | 3.3k $2.6m | Added +1.3k |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC 0.01% of their portfolio | 3.2k $2.6m | Reduced -251 |
| CITADEL ADVISORS LLC 0.00% of their portfolio | 3.2k $2.5m | Reduced -14.8k |
| CAPTRUST FINANCIAL ADVISORS 0.00% of their portfolio | 3.1k $2.5m | Added +2.1k |
| Voleon Capital Management LP 0.05% of their portfolio | 3.0k $2.4m | Added +158 |
| Russell Investments Group, Ltd. 0.00% of their portfolio | 2.9k $2.3m | Added +2.2k |
| Schonfeld Strategic Advisors LLC 0.02% of their portfolio | 2.9k $2.3m | Added +2.0k |
| DGS Capital Management, LLC 0.37% of their portfolio | 2.8k $2.2m | Reduced -626 |
| DIVERSIFY WEALTH MANAGEMENT, LLC 0.05% of their portfolio | 2.8k $2.7m | New |
| DIMENSIONAL FUND ADVISORS LP 0.00% of their portfolio | 2.7k $2.1m | Added +203 |
| Walleye Capital LLC 0.01% of their portfolio | 2.6k $2.1m | Reduced -5.4k |
| BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio | 2.5k $2.0m | Added +216 |
| OSSIAM 0.03% of their portfolio | 2.5k $2.0m | Added +1.1k |
| Vanguard Global Advisers, LLC 0.00% of their portfolio | 2.4k $1.9m | First filing |