Ubiquiti Inc.· UI

🇺🇸 US · LargeBroad USNYSE

TechnologyCommunication EquipmentWebsite

Price: $560.00
Day: +2.07%
Mkt Cap: $33.89B
52W Range: $380.00 – $1,099.99
Volume: 92.0K
Beta: 1.31

D55D FrameworkQuarterly Data

Holdings Analysis

Insider activity, institutional flows, and fund ownership.

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Ubiquiti Inc.

UI|Technology|Communication Equipment

Current price: $560

Smart Money

Dimension 5 of 5

Insider Activity, Q2 2026

Latest scored quarter, net flow, and top transactions by value

Net dollar flow-$340.3K

Net share flow-500

Purchases0 ($0)

Sales1 ($340.3K)

Top Notable Transactions

Insider

Type

Value

Date

Sanford John

Sale

$1.6B

Feb 13

CHUNG PETER Y

Sale

$429.0M

Sep 11

Summit Partners Private Equity Fund VII-A, L.P.

Sale

$96.0M

Jun 4

Institutional Ownership, Q1 2026

Ownership share, position changes, share flow, and top holders

Ownership4.5%

13F share flow+23.6%

Investors holding386

+301 adding-160 reducing

213

108

New 88Inc 213Red 108Closed 52

Top Institutional Holders

Institution

Value

Change

BLACKROCK, INC.

$232.8M

+1.0%

RENAISSANCE TECHNOLOGIES LLC

$173.0M

-1.8%

ARROWSTREET CAPITAL, LIMITED PARTNERSHIP

$145.1M

+0.1%

SW INVESTMENT MANAGEMENT LLC

$112.6M

+1.8%

ETF & Mutual Fund Activity, Q2 2026

Latest meaningful quarter: fund-by-fund buying / unchanged / selling

Funds reporting117

Total shares held740.0K

Share flow+10.9%

30 buying15 selling

Buying 30Unchanged 72Selling 15

Top Fund Holders

Fund

Weight

Change

CAPITAL WORLD GROWTH & INCOME FUND

70.8K

0.19%

+70.8K

FIDELITY CONCORD STREET TRUST

36.3K

0.01%

+173

Goldman Sachs ETF Trust

25.1K

0.02%

+1.1K

SCHWAB STRATEGIC TRUST

9.9K

0.00%

+454

See the complete picture

The full 5D Framework: Business Quality · Peer Comparison · Valuation · Analyst Sentiment · Smart Money

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Generated August 5, 2026

For educational purposes only. Not financial advice. Data may be delayed or incomplete.

Smart Money Sentiment

UI Smart Money Sentiment Score

A weighted 1-5 sentiment score across three smart money signals.

Smart Money

3.1/5

Neutral

Weighted across 3 components

Component Breakdown (3 of 3 available)

Insider Activity

40% weight

-6

Institutional Flow

50% weight

Fund Flow

10% weight

+60

Overall Smart Money sentiment of 3.1/5 (Neutral) based on a weighted combination of 3 components. Insider activity uses a relative-baseline comparison against the stock's own history; institutional flow tracks position momentum and 13F share changes; fund flow measures ETF / mutual-fund buying vs selling. Higher scores indicate stronger bullish sentiment from professional investors.Last updated August 4, 2026.

Insider Trading Activity

Insider trading analysis comparing the latest quarter against the stock's own historical baseline.

Insider Activity for UI

Net insider share flow by quarter (C-suite & director purchases minus sales)

Neutral

Routine insider selling in Q2 2026

1 sale totaling $340.3K (500 shares)

Limited history to compare against

Sell-only pattern: no insider purchases across 7 quarters

Notable Recent Transactions, UI

Top 8 highest-value recent insider trades

Sanford John

Officer

Sell

10,000 shares at $155213.00

Feb 13, 2013$1.55B

CHUNG PETER Y

Director

Sell

13,000,000 shares at $33.00

Sep 11, 2013$429.00M

Summit Partners Private Equity Fund VII-A, L.P.

Insider

Sell

6,000,000 shares at $16.00

Jun 4, 2013$96.00M

Fitzgerald Charles James JR

Director

Sell

6,000,000 shares at $16.00

Jun 4, 2013$96.00M

CHUNG PETER Y

Director

Sell

6,000,000 shares at $16.00

Jun 4, 2013$96.00M

SUMMIT PARTNERS L P

Insider

Sell

6,000,000 shares at $16.00

Jun 4, 2013$96.00M

Fitzgerald Charles James JR

Director

Sell

2,500,000 shares at $31.41

Sep 4, 2013$78.53M

SUMMIT PARTNERS L P

Insider

Sell

2,500,000 shares at $31.41

Sep 4, 2013$78.53M

Institutional Ownership Analysis

Institutional ownership analysis with position momentum, 13F share flow, and ownership percentage trends.

Institutional Ownership Over Time for UI

Total dollar value invested by institutions each quarter

Neutral

Mixed institutional activity in Q1 2026

4.5% institutional ownership

Moderate accumulation: 301 adding vs 160 reducing

13F shares decreased by 8.4%, a significant shift

Momentum improving from prior quarter

Position Changes

Q2 2026: how are institutions adjusting their positions?

+59 growing-337 shrinkingNet: -278

295

New (16)

Increased (43)

Reduced (42)

Closed (295)

Top Institutional Holders, UI

Largest 8 institutional positions by ownership percentage as of Q2 2026

WALLEYE CAPITAL LLC

51.3K

$27.4M

Ownership

0.08%

+1851.8%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

43.3K

$23.4M

Ownership

0.07%

-63.3%

CITIGROUP INC

33.8K

$18.1M

Ownership

0.06%

+27.2%

CLARET ASSET MANAGEMENT CORP

24.5K

$13.1M

Ownership

0.04%

-0.5%

SALEM INVESTMENT COUNSELORS INC

18.6K

$9.9M

Ownership

0.03%

-2.7%

OPPENHEIMER & CO INC

13.9K

$7.4M

Ownership

0.02%

-6.5%

NAVELLIER & ASSOCIATES INC

13.1K

$7.0M

Ownership

0.02%

-37.4%

HANDELSBANKEN FONDER AB

10.2K

$5.5M

Ownership

0.02%

+565.3%

ETF and Mutual Fund Holdings

ETF and mutual fund activity breakdown showing buying vs selling funds, top fund holders, and detailed holdings.

Fund Activity

Q2 2026: 117 ETFs and mutual funds reporting

30 buying15 sellingNet: +15

Buying (30)

Unchanged (72)

Selling (15)

Very Bullish

Funds accumulating in Q2 2026

117 ETFs and mutual funds reporting

30 funds buying vs 15 selling

Top Fund Holders, UI

Largest 8 ETF and mutual fund positions by shares held as of latest filing

CAPITAL WORLD GROWTH & INCOME FUND

70.8K

Weight

0.19%

Increased

FIDELITY CONCORD STREET TRUST

36.3K

Weight

0.01%

Increased

Goldman Sachs ETF Trust

25.1K

Weight

0.02%

Increased

SCHWAB STRATEGIC TRUST

9.9K

Weight

0.00%

Increased

VANGUARD SCOTTSDALE FUNDS

8.0K

Weight

0.00%

Increased

VANGUARD WELLINGTON FUND

7.1K

Weight

0.00%

Increased

FIDELITY COVINGTON TRUST

5.2K

Weight

0.02%

No change

AMERICAN CENTURY ETF TRUST

3.6K

Weight

0.00%

Decreased

Ubiquiti Inc.· UI

Holdings Analysis

Insider Trading Activity

1.3Transaction History91Real market purchases and sales onlyShow All Types

Institutional Ownership Analysis

2.4Detailed Holdings93Most recent institutional positions with changes and valuations

ETF and Mutual Fund Holdings

3.3Fund Holdings Details25Most recent ETF and mutual fund holdings with share counts and weights

Search stocks

Holdings Analysis

Insider Trading Activity

1.3Transaction History91Real market purchases and sales onlyShow All Types

Institutional Ownership Analysis

2.4Detailed Holdings93Most recent institutional positions with changes and valuations

ETF and Mutual Fund Holdings

3.3Fund Holdings Details25Most recent ETF and mutual fund holdings with share counts and weights