Ubiquiti Inc.

UI • NYSE

Ubiquiti Inc. is a communication equipment company in the technology sector on NYSE, led by Brandon Arrindell, with a market cap of $34.4B. As of Q3 2025, 5% of shares are held by 361 institutional investors, with BlackRock, Inc. as the largest holder at 0.476%.

CEOBrandon Arrindell

Market Cap$34.4B

Communication Equipment

Technology

Employees1.5K

Websiteui.com

Country

United States of America

Overview

Overview of institutional ownership in UI as of Q3 2025 with a market cap of $40.0B

All Institutions

Institutions: 361
Value Held: $1.9B
Shares Held: 2.8M
Avg Position: $5.2M
Median Position: $518.2K

Hedge Funds

Hedge Funds: 35
Value Held: $548.1M
Shares Held: 829.8K
Avg Position: $15.7M
Median Position: $1.7M

Ownership Breakdown

Institutional (non-HF)

3.31%

$1.3B

Hedge Funds

1.37%

$548.1M

Retail & Other

95.32%

$38.1B

Based on market cap of $40.0B as of Q3 2025. Institutional (non-HF) excludes hedge funds to avoid double counting.

Biggest Investors

Institutions with the largest positions in UI as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
B BlackRock, Inc. Institution	-	$190.1M 0.00% of portfolio	0.48% 287.8K shares	≤ Q2 2013 Held for 12y 5m+	$5.67T
RENAISSANCE TECHNOLOGIES LLC Hedge Fund•Quant	David Allen Lippe CEO	$160.0M 0.21% of portfolio	0.40% 242.3K shares	Q1 2016 Held for 9y 8m	$75.8B
S SW Investment Management LLC Institution	-	$115.6M 22.43% of portfolio	0.29% 175.0K shares	Q4 2020 Held for 4y 11m	$515.3M
ARROWSTREET CAPITAL LIMITED PARTNERSHIP Hedge Fund•Quant	Anthony Ryan CEO	$108.3M 0.07% of portfolio	0.27% 164.0K shares	Q3 2024 Held for 1y 2m	$158.92B
AQR CAPITAL MANAGEMENT LLC Hedge Fund•Multi-Strategy	David Gary Kabiller Founder	$97.4M 0.06% of portfolio	0.24% 147.4K shares	Q4 2015 Held for 9y 11m	$156.17B
P Pacer Advisors, Inc. Institution	-	$69.9M 0.20% of portfolio	0.17% 105.9K shares	Q3 2024 Held for 1y 2m	$34.6B
VANGUARD GROUP INC Institution	Salim Ramji CEO	$63.1M 0.00% of portfolio	0.16% 95.6K shares	≤ Q2 2013 Held for 12y 5m+	$6.69T
MORGAN STANLEY RIA/Wealth	Jed Finn CEO	$62.5M 0.00% of portfolio	0.16% 94.7K shares	≤ Q2 2013 Held for 12y 5m+	$1.65T
C Capital World Investors Institution	-	$56.9M 0.01% of portfolio	0.14% 86.1K shares	Q1 2025 Held for 8 months	$730.00B
LONG WALK MANAGEMENT LP Hedge Fund•Value	James Alexander Zimmerman CEO	$55.8M 11.27% of portfolio	0.14% 84.4K shares	Q2 2025 Held for 5 months	$494.8M

Net Capital Flow

Institutional buying and selling activity for UI in Q3 2025

Net Flow: −$214.3M
Buyers: 100
Sellers: 151
Total Bought: +$232.2M
Total Sold: −$446.5M
Avg Position: $5.8M

Biggest Buyers

Institution	Net Bought	Current Position
C Capital World Investors Institution	+$43.2M +65.4K shares	$56.9M 86.1K shares
ARROWSTREET CAPITAL LIMITED PARTNERSHIP Hedge Fund•Quant	+$34.8M +52.7K shares	$108.3M 164.0K shares
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC RIA/Wealth	+$28.7M +42.8K shares	$30.4M 45.3K shares
P Pacer Advisors, Inc. Institution	+$20.1M +30.4K shares	$69.9M 105.9K shares
TUDOR INVESTMENT CORP ET AL Hedge Fund•Multi-Strategy	+$12.8M +19.4K shares	$13.4M 20.3K shares
RENAISSANCE TECHNOLOGIES LLC Hedge Fund•Quant	+$10.2M +15.4K shares	$160.0M 242.3K shares
LONG WALK MANAGEMENT LP Hedge Fund•Value	+$10.1M +15.2K shares	$55.8M 84.4K shares
Gotham Asset Management, LLC Hedge Fund•Long/Short	+$7.3M +11.0K shares	$35.9M 54.4K shares
B BlackRock, Inc. Institution	+$6.1M +9.3K shares	$190.1M 287.8K shares
VANGUARD GROUP INC Institution	+$6.1M +9.3K shares	$63.1M 95.6K shares

Biggest Sellers

Institution	Net Sold	Current Position
S SW Investment Management LLC Institution	−$49.5M −75.0K shares	$115.6M 175.0K shares
T TD ASSET MANAGEMENT INC Institution	−$41.7M −101.4K shares	Sold Off 0 shares
AQR CAPITAL MANAGEMENT LLC Hedge Fund•Multi-Strategy	−$41.5M −62.8K shares	$97.4M 147.4K shares
Q Qube Research & Technologies Ltd Institution	−$27.6M −41.8K shares	$7.5M 11.4K shares
ZACKS INVESTMENT MANAGEMENT RIA/Wealth	−$23.8M −36.0K shares	$6.4M 9.6K shares
Epoch Investment Partners, Inc. Long Only Manager	−$23.2M −56.4K shares	Sold Off 0 shares
UBS Group AG Institution	−$21.5M −32.6K shares	$22.4M 33.9K shares
MILLENNIUM MANAGEMENT LLC Hedge Fund•Multi-Strategy	−$17.2M −26.1K shares	$829.7K 1.3K shares
J JANE STREET GROUP, LLC Institution	−$15.8M −23.9K shares	$4.0M 6.1K shares
TrimTabs Asset Management, LLC Long Only Manager	−$13.7M −33.3K shares	Sold Off 0 shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited UI in Q3 2025

New Positions: 55
New Value: $37.4M
Exited Positions: 39
Exited Value: $95.1M

New Positions

Institution	Position Value
LEE JOHNSON CAPITAL MANAGEMENT, LLC RIA/Wealth	$5.6M 8.5K shares
Bellwether Advisors, LLC RIA/Wealth	$3.4M 5.2K shares
Strategic Global Advisors, LLC Long Only Manager	$2.7M 4.1K shares
Z Zurich Insurance Group Ltd/FI Institution	$2.7M 4.1K shares
HIGHLAND CAPITAL MANAGEMENT, LLC Long Only Manager	$2.2M 3.3K shares
Oakmont Partners LLC RIA/Wealth	$2.1M 3.2K shares
Segment Wealth Management, LLC RIA/Wealth	$2.0M 3.0K shares
Range Financial Group LLC RIA/Wealth	$1.5M 2.2K shares
Plum Street Advisors, LLC RIA/Wealth	$1.2M 1.9K shares
O OSSIAM Institution	$1.1M 1.7K shares

Exited Positions

Institution	Previous Position
T TD ASSET MANAGEMENT INC Institution	$41.7M 101.4K shares
Epoch Investment Partners, Inc. Long Only Manager	$23.2M 56.4K shares
TrimTabs Asset Management, LLC Long Only Manager	$13.7M 33.3K shares
Kingsview Wealth Management, LLC RIA/Wealth	$3.4M 8.3K shares
J Jump Financial, LLC Institution	$1.8M 4.4K shares
Balboa Wealth Partners RIA/Wealth	$1.2M 3.0K shares
C Convergence Financial, LLC RIA/Wealth	$939.0K 2.3K shares
MML INVESTORS SERVICES, LLC RIA/Wealth	$930.3K 2.3K shares
P PICTON MAHONEY ASSET MANAGEMENT Institution	$808.5K 2.0K shares
BB&T CORP Institution	$606.0K 1.5K shares

Options Activity

Institutions with the largest Call and Put options positions in UI as of Q3 2025

Call Positions: 0
Call Value: -
Put Positions: 0
Put Value: -

Call Positions

Institution	Position Value
No call positions found

Put Positions

Institution	Position Value
No put positions found

Most Committed Institutions

Institutions with UI as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
S SW Investment Management LLC Institution	-	22.43% $115.6M	0.29% 175.0K shares	Q4 2020 Held for 4y 11m	$515.3M
LONG WALK MANAGEMENT LP Hedge Fund•Value	James Alexander Zimmerman CEO	11.27% $55.8M	0.14% 84.4K shares	Q2 2025 Held for 5 months	$494.8M
Lagoda Investment Management, L.P. Long Only Manager	Fatima Katarzyna Dickey Managing Partner	5.09% $9.0M	0.02% 13.6K shares	Q3 2015 Held for 10y 2m	$176.7M
Capital Impact Advisors, LLC ETF Provider	Roger Wesley Johnson Managing Partner	3.80% $17.0M	0.04% 25.7K shares	Q1 2025 Held for 8 months	$447.1M
CLARET ASSET MANAGEMENT Corp RIA/Wealth	Monique Elizabeth Milford Gravel CEO	2.06% $16.9M	0.04% 25.5K shares	Q4 2017 Held for 7y 11m	$817.2M
LEE JOHNSON CAPITAL MANAGEMENT, LLC RIA/Wealth	Andrew Clayton Heinz CEO	1.88% $5.6M	0.01% 8.5K shares	Q3 2025 Held for 2 months	$301.0M
Intrinsic Value Partners, LLC RIA/Wealth	Carter Allen Pearl CEO	1.49% $1.8M	0.00% 2.8K shares	Q4 2021 Held for 3y 11m	$123.5M
Retireful, LLC ETF Provider	Daniel Harris Mohr CEO	1.46% $1.5M	0.00% 2.3K shares	Q1 2025 Held for 8 months	$103.2M
Monument Capital Management RIA/Wealth	Jessica Lydia Gibbs President	1.34% $5.4M	0.01% 8.1K shares	Q4 2024 Held for 11 months	$400.0M
Ambassador Advisors, LLC RIA/Wealth	Patrick Joseph Marody President	0.88% $5.8M	0.01% 8.8K shares	Q1 2021 Held for 4y 8m	$656.4M

Hedge Fund Spotlight

Discover hedge funds investing in UI

RENAISSANCE TECHNOLOGIES LLC

Hedge Fund • Quant

Portfolio ManagerDavid Allen Lippe

Portfolio Value: $75.8B
Positions: 3,419
Last Reported: Q3 2025

Sector Allocation

Position in Ubiquiti Inc.

Market Value: $160.0M
Shares Held: 242.3K
Portfolio Weight: 0.21%
Owned Since: 2016-Q1

Top Holding	Sector	Market Value	Weight
1 Palantir Technologies Inc. PLTR	Software - Infrastructure Technology	$1.6B	2.06%
2 Nvidia NVDA	Semiconductors Technology	$1.1B	1.39%
3 Roblox RBLX	Electronic Gaming & Multimedia Technology	$953.5M	1.26%