UNIVERSAL DISPLAY CORP OLED
COM · Common Stock · CUSIP 91347P105 · ISIN US91347P1057
Developer and manufacturer of organic light emitting diodes (OLED) technologies
- SectorTechnology
- IndustryElectronic Components & Accessories
- HeadquartersEwing, NJ
- Founded1994
- Websiteudcoled.com
- FilingsSEC EDGAR
* 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 ($23.3m this quarter). Holder counts are more reliable. Shares outstanding: 46.0m as of 2026-07-27, 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 ≈ $86.79. Options: 11 managers hold calls ($26.6m notional), 11 hold puts ($21.5m).
Trends to Q2 2026
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 375 |
| Q4 2022 | 383 |
| Q1 2023 | 393 |
| Q2 2023 | 401 |
| Q3 2023 | 400 |
| Q4 2023 | 453 |
| Q1 2024 | 434 |
| Q2 2024 | 462 |
| Q3 2024 | 484 |
| Q4 2024 | 496 |
| Q1 2025 | 483 |
| Q2 2025 | 496 |
| Q3 2025 | 494 |
| Q4 2025 | 474 |
| Q1 2026 | 461 |
| Q2 2026 | 443 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q3 2024 | 244 | 199 |
| Q4 2024 | 239 | 238 |
| Q1 2025 | 261 | 228 |
| Q2 2025 | 250 | 231 |
| Q3 2025 | 217 | 241 |
| Q4 2025 | 216 | 260 |
| Q1 2026 | 236 | 235 |
| Q2 2026 | 219 | 233 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2025 | $70.3m | $30.1m | 0.43 |
| Q4 2025 | $58.9m | $14.4m | 0.24 |
| Q1 2026 | $23.6m | $20.8m | 0.88 |
| Q2 2026 | $26.6m | $21.5m | 0.81 |
Biggest buyers
| FRANKLIN RESOURCES INC | Added | +818.6k |
| MARSHALL WACE, LLP | Added | +674.2k |
| SORA INVESTORS LLC | Added | +636.2k |
| AQR CAPITAL MANAGEMENT LLC | Added | +604.2k |
| FIRST TRUST ADVISORS LP | Added | +495.5k |
| STATE STREET CORP | Added | +382.8k |
| CANADA PENSION PLAN INVESTMENT BOARD | New | +367.2k |
| XXEC, Inc. | Added | +316.6k |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | Added | +269.5k |
| MORGAN STANLEY | Added | +258.1k |
Biggest sellers
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | Reduced | -1.1m |
| JPMORGAN CHASE & CO | Reduced | -839.0k |
| TWO SIGMA INVESTMENTS, LP | Reduced | -225.0k |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | Reduced | -215.1k |
| Quantinno Capital Management LP | Reduced | -199.2k |
| GOLDMAN SACHS GROUP INC | Reduced | -193.4k |
| UBS Group AG | Reduced | -166.8k |
| JENNISON ASSOCIATES LLC | Sold out | -140.6k |
| Corient Private Wealth LP | Reduced | -134.0k |
| SEGALL BRYANT & HAMILL, LLC | Reduced | -132.5k |
Biggest calls
| PEAK6 LLC | New | $13.0m150.0k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $4.2m48.2k shares |
| CITADEL ADVISORS LLC | Added | $3.6m42.1k shares |
| IMC-Chicago, LLC | Reduced | $2.1m24.7k shares |
| JANE STREET GROUP, LLC | Added | $1.5m17.8k shares |
| SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC | New | $1.0m12.0k shares |
| TWO SIGMA INVESTMENTS, LP | New | $528.2k6.1k shares |
| Walleye Capital LLC | Added | $285.7k3.3k shares |
| Walleye Trading LLC | Unchanged | $121.2k1.4k shares |
| SIMPLEX TRADING, LLC | Added | $112.6k1.3k shares |
Biggest puts
| CITADEL ADVISORS LLC | Added | $5.3m60.9k shares |
| PEAK6 LLC | Reduced | $5.2m60.0k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $4.4m50.3k shares |
| IMC-Chicago, LLC | Added | $1.9m22.3k shares |
| JANE STREET GROUP, LLC | Added | $1.4m16.0k shares |
| HRT FINANCIAL LP | New | $926.0k10.7k shares |
| SIMPLEX TRADING, LLC | Added | $692.7k8.0k shares |
| Walleye Trading LLC | Added | $554.2k6.4k shares |
| TWO SIGMA INVESTMENTS, LP | New | $528.2k6.1k shares |
| Walleye Capital LLC | Added | $424.3k4.9k 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.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
| BlackRock, Inc. 13G · institution filed 2025-10-17 | 8.4% |
| VANGUARD PORTFOLIO MANAGEMENT LLC 13G · institution new · filed 2026-04-29 | 6.2% |
Fell to 5% or below in the last year: KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC (4.6%, 2026-08-13), VANGUARD GROUP INC (0.0%, 2026-03-27; now reported by VANGUARD PORTFOLIO MANAGEMENT LLC)
Insider purchases and sales since 1 Apr 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 |
|---|---|---|---|---|---|
| Q4 2024 | 1 | $134.2k | 0 | — | — |
| Q1 2025 | 0 | — | 0 | — | — |
| Q2 2025 | 0 | — | 0 | — | — |
| Q3 2025 | 0 | — | 1 | $373.1k | — |
| Q4 2025 | 0 | — | 0 | — | — |
| Q1 2026 | 0 | — | 0 | — | — |
| Q2 2026 | 3 | $1.5m | 0 | — | — |
| Q3 2026 | 0 | — | 1 | $422.1k | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2026-08-18 | LACERTE LAWRENCE Director | Sold | $422.1k5.0k shares |
| 2026-05-11 | ELIAS RICHARD C Director | Bought | $92.8k1.0k shares |
| 2026-05-07 | ABRAMSON STEVEN V President and CEO, director | Bought | $1.0m11.0k shares |
| 2026-05-07 | Premutico Mauro SVP & CLO | Bought | $345.0k3.7k shares |
Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).
Holders, Q2 2026
| Manager | Shares | Change |
|---|---|---|
| BlackRock, Inc. 0.01% of their portfolio | 4.3m $373.9m | Added +28.5k |
| VANGUARD PORTFOLIO MANAGEMENT LLC 0.01% of their portfolio | 3.0m $257.3m | Added +49.0k |
| STATE STREET CORP 0.01% of their portfolio | 2.2m $190.3m | Added +382.8k |
| PRIMECAP MANAGEMENT CO/CA/ 0.11% of their portfolio | 2.2m $190.1m | Added +8.4k |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 0.58% of their portfolio | 2.2m $187.6m | Reduced -1.1m |
| VANGUARD CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 2.0m $172.0m | Added +8.2k |
| FIRST TRUST ADVISORS LP 0.07% of their portfolio | 1.5m $127.5m | Added +495.5k |
| MARSHALL WACE, LLP 0.10% of their portfolio | 1.3m $116.0m | Added +674.2k |
| GEODE CAPITAL MANAGEMENT, LLC 0.01% of their portfolio | 1.3m $112.0m | Added +43.8k |
| ALLIANCEBERNSTEIN L.P. 0.04% of their portfolio | 1.2m $107.5m | Added +101.2k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 865.0k $74.8m | Reduced -839.0k |
| DIMENSIONAL FUND ADVISORS LP 0.01% of their portfolio | 854.7k $74.0m | Added +97.5k |
| FRANKLIN RESOURCES INC 0.02% of their portfolio | 821.1k $71.1m | Added +818.6k |
| AQR CAPITAL MANAGEMENT LLC 0.02% of their portfolio | 728.1k $63.0m | Added +604.2k |
| XXEC, Inc. 8.27% of their portfolio | 703.5k $63.7m | Added +316.6k |
| SORA INVESTORS LLC 4.66% of their portfolio | 701.2k $60.7m | Added +636.2k |
| BROWN ADVISORY INC 0.09% of their portfolio | 693.6k $60.1m | Added +45.4k |
| MORGAN STANLEY 0.00% of their portfolio | 669.9k $58.0m | Added +258.1k |
| NORGES BANK 0.01% of their portfolio | 581.5k $50.4m | Not comparable |
| Copeland Capital Management, LLC 0.99% of their portfolio | 553.9k $48.0m | Reduced -27.9k |
| WELLS FARGO & COMPANY/MN 0.01% of their portfolio | 466.3k $40.4m | Reduced -132.0k |
| ADAGE CAPITAL PARTNERS GP, L.L.C. 0.06% of their portfolio | 459.6k $39.8m | Added +269.5k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.01% of their portfolio | 452.5k $39.2m | Added +35.6k |
| Amundi 0.01% of their portfolio | 441.0k $38.2m | Reduced -18.3k |
| UBS Group AG 0.01% of their portfolio | 431.1k $37.3m | Reduced -166.8k |
| NORTHERN TRUST CORP 0.00% of their portfolio | 412.9k $35.8m | Added +24.5k |
| CITADEL ADVISORS LLC 0.02% of their portfolio | 408.8k $35.4m | Added +106.2k |
| CANADA PENSION PLAN INVESTMENT BOARD 0.02% of their portfolio | 367.2k $31.8m | New |
| FRONTIER CAPITAL MANAGEMENT CO LLC 0.29% of their portfolio | 364.7k $31.6m | Added +254.5k |
| Bank of New York Mellon Corp 0.00% of their portfolio | 320.1k $27.7m | Reduced -26.7k |
| ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio | 302.5k $26.2m | Added +12.8k |
| NEUBERGER BERMAN GROUP LLC 0.02% of their portfolio | 289.5k $25.1m | Reduced -25.0k |
| RAYMOND JAMES FINANCIAL INC 0.01% of their portfolio | 283.8k $24.6m | Reduced -88.1k |
| VANGUARD FIDUCIARY TRUST CO 0.01% of their portfolio | 276.2k $23.9m | Reduced -33 |
| MACKENZIE FINANCIAL CORP 0.02% of their portfolio | 255.9k $22.2m | Added +253.6k |
| RENAISSANCE TECHNOLOGIES LLC 0.03% of their portfolio | 254.8k $22.1m | Added +128.9k |
| BNP PARIBAS FINANCIAL MARKETS 0.01% of their portfolio | 249.4k $21.6m | Added +187.8k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 247.1k $21.4m | Reduced -193.4k |
| AVENIR CORP 2.41% of their portfolio | 228.0k $19.7m | Reduced -2.1k |
| Invesco Ltd. 0.00% of their portfolio | 226.6k $19.6m | Added +31.8k |
| SYSTEMATIC FINANCIAL MANAGEMENT LP 0.38% of their portfolio | 222.8k $19.3m | Added +30.0k |
| MILLENNIUM MANAGEMENT LLC 0.01% of their portfolio | 191.8k $16.6m | Added +55.2k |
| GRIFFIN ASSET MANAGEMENT, INC. 1.73% of their portfolio | 189.1k $16.4m | Reduced -16.8k |
| CITIGROUP INC 0.01% of their portfolio | 183.3k $15.9m | Added +35.4k |
| STIFEL FINANCIAL CORP 0.01% of their portfolio | 170.8k $14.8m | Reduced -12.8k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 168.5k $14.6m | Added +43.9k |
| RHUMBLINE ADVISERS 0.01% of their portfolio | 162.7k $14.1m | Reduced -6.3k |
| Triodos Investment Management BV 0.85% of their portfolio | 161.0k $13.9m | Unchanged |
| Man Group plc 0.03% of their portfolio | 160.3k $13.9m | Added +57.7k |
| Grantham, Mayo, Van Otterloo & Co. LLC 0.03% of their portfolio | 157.9k $13.7m | Added +5.8k |
| Walleye Capital LLC 0.06% of their portfolio | 143.8k $12.5m | Added +86.6k |
| SEGALL BRYANT & HAMILL, LLC 0.14% of their portfolio | 136.3k $11.8m | Reduced -132.5k |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC 0.05% of their portfolio | 136.3k $11.8m | Reduced -215.1k |
| S SQUARED TECHNOLOGY, LLC 3.65% of their portfolio | 136.0k $11.8m | Added +10.0k |
| Crossmark Global Holdings, Inc. 0.15% of their portfolio | 134.7k $11.7m | Added +5.3k |
| Crestwood Advisors Group, LLC 0.17% of their portfolio | 134.6k $11.7m | Reduced -13.1k |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 132.7k $11.5m | Reduced -15.7k |
| Hardman Johnston Global Advisors LLC 0.40% of their portfolio | 132.7k $11.5m | Reduced -29.0k |
| Pacer Advisors, Inc. 0.03% of their portfolio | 131.8k $11.4m | Added +126.4k |
| Governors Lane LP 1.14% of their portfolio | 131.2k $11.4m | New |
| Handelsbanken Fonder AB 0.03% of their portfolio | 125.3k $10.8m | Reduced -6.8k |
| Connor, Clark & Lunn Investment Management Ltd. 0.02% of their portfolio | 119.1k $10.3m | Added +115.5k |
| M&G PLC 0.05% of their portfolio | 109.3k $9.5m | Reduced -5.3k |
| SEI INVESTMENTS CO 0.01% of their portfolio | 106.6k $9.2m | Reduced -17.0k |
| ACADIAN ASSET MANAGEMENT LLC 0.01% of their portfolio | 103.1k $8.9m | Added +46.1k |
| CAPITAL FUND MANAGEMENT S.A. 0.06% of their portfolio | 102.7k $8.9m | Added +12.1k |
| PRINCIPAL FINANCIAL GROUP INC 0.00% of their portfolio | 98.7k $8.5m | Added +42 |
| INTECH INVESTMENT MANAGEMENT LLC 0.08% of their portfolio | 97.1k $8.4m | Reduced -4.8k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 94.7k $8.2m | Reduced -6.9k |
| FMR LLC 0.00% of their portfolio | 89.9k $7.8m | Added +85.5k |
| California Public Employees Retirement System 0.00% of their portfolio | 89.6k $7.8m | Added +6.4k |
| Swiss National Bank 0.00% of their portfolio | 87.4k $7.6m | Reduced -2.0k |
| LOS ANGELES CAPITAL MANAGEMENT LLC 0.02% of their portfolio | 77.8k $6.7m | Added +70.2k |
| ProShare Advisors LLC 0.01% of their portfolio | 77.4k $6.7m | Added +15.3k |
| Retirement Systems of Alabama 0.02% of their portfolio | 74.9k $6.5m | Reduced -9.2k |
| D. E. Shaw & Co., Inc. 0.00% of their portfolio | 74.6k $6.5m | Reduced -29.6k |
| LHM, INC. 2.20% of their portfolio | 74.6k $6.5m | Unchanged |
| Vest Financial, LLC 0.07% of their portfolio | 72.7k $6.3m | Added +13.6k |
| Assenagon Asset Management S.A. 0.00% of their portfolio | 69.9k $6.1m | Added +35.7k |
| Holocene Advisors, LP 0.01% of their portfolio | 69.0k $6.0m | Added +21.6k |
| Nuveen, LLC 0.00% of their portfolio | 68.6k $5.9m | Reduced -4.7k |
| TRUIST FINANCIAL CORP 0.01% of their portfolio | 67.1k $5.8m | Added +17.5k |
| WINTON GROUP Ltd 0.18% of their portfolio | 62.9k $5.4m | Added +49.8k |
| Sterling Capital Management LLC 0.09% of their portfolio | 62.9k $5.4m | Added +33.0k |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.00% of their portfolio | 62.4k $5.4m | New |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.01% of their portfolio | 61.4k $5.3m | Added +35.6k |
| STATE OF WISCONSIN INVESTMENT BOARD 0.01% of their portfolio | 59.9k $5.2m | Added +9.4k |
| Legal & General Group Plc 0.00% of their portfolio | 59.4k $5.1m | Reduced -1.9k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio | 58.3k $5.0m | Added +40.7k |
| GENERAL AMERICAN INVESTORS CO INC 0.30% of their portfolio | 58.0k $5.0m | Reduced -7.0k |
| Sargent Investment Group, LLC 0.55% of their portfolio | 52.6k $4.6m | Reduced -4.5k |
| OPPENHEIMER & CO INC 0.05% of their portfolio | 52.5k $4.5m | Added +1.1k |
| Quantinno Capital Management LP 0.01% of their portfolio | 52.0k $4.5m | Reduced -199.2k |
| Cetera Investment Advisers 0.00% of their portfolio | 50.6k $4.4m | Added +901 |
| AMERICAN CENTURY COMPANIES INC 0.00% of their portfolio | 50.2k $4.3m | Added +19.7k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 50.1k $4.3m | Reduced -2.3k |
| Gotham Asset Management, LLC 0.01% of their portfolio | 48.7k $4.2m | Added +22.5k |
| WELLINGTON MANAGEMENT GROUP LLP 0.00% of their portfolio | 47.5k $4.1m | Reduced -3.1k |
| Advisory Services Network, LLC 0.05% of their portfolio | 47.0k $4.1m | Added +1.2k |
| Edgestream Partners, L.P. 0.12% of their portfolio | 46.3k $4.0m | Added +35.7k |