OLED
Universal Display Corporation · Technology · Hardware, Equipment & Parts
Momentum inputs (comparable managers):
holder breadth -15.4% ·
share flow -9.0% ·
net new positions -18.2%
· formula
Broad distribution: falling shares and fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q3 2024
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q3 2026 | 3 | 0 | 65.56K | $4.70M | n/a | n/a |
| Q2 2026 | 115 | -4 | 32.61M | $2.83B | +5 | −10 |
| Q1 2026 | 123 | -3 | 30.66M | $2.83B | +5 | −9 |
| Q4 2025 | 127 | -1 | 31.72M | $3.70B | +1 | −1 |
| Q3 2025 | 21 | +2 | 16.64M | $2.39B | +2 | −1 |
| Q2 2025 | 17 | +1 | 15.64M | $2.42B | +1 | n/a |
| Q1 2025 | 13 | -1 | 5.90M | $823.43M | n/a | −1 |
| Q4 2024 | 14 | +2 | 5.97M | $872.35M | +2 | n/a |
| Q3 2024 | 11 | -2 | 4.05M | $850.14M | +1 | −3 |
| Q2 2024 | 13 | n/a | 4.45M | $935.82M | n/a | n/a |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | PRIMECAP Management ✦ | 1.85M | -2.4% | $388.19M | 0.3% | ▼ Trim | 2 | SEC ↗ |
| 2 | Geode Capital Management ✦ (passive) | 799.35K | +1.9% | $167.82M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 3 | Norges Bank ✦ (passive) | 676.95K | +29.4% | $142.09M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Wellington Management ✦ | 275.60K | +5.6% | $57.85M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 5 | AQR Capital Management ✦ | 189.67K | +202.4% | $39.67M | 0.1% | ▲ Add | 2 | SEC ↗ ×3 |
| 6 | Millennium Management ✦ | 130.43K | -26.1% | $27.38M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | Gotham Asset Management ✦ | 44.05K | +54.9% | $9.25M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 8 | Bridgewater Associates ✦ | 39.72K | New | $8.34M | 0.0% | New | 1 | SEC ↗ |
| 9 | T. Rowe Price ✦ | 25.74K | +7.3% | $5.40M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Two Sigma Investments ✦ | 18.13K | +1293.2% | $3.80M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Citadel Advisors ✦ | 1.68K | -94.3% | $353,262 | 0.0% | ▼ Trim | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| Bridgewater Associates | $8.34M | 0.0% |
Exited
| Point72 Asset Management | $127.98M | was 0.4% |
| Renaissance Technologies | $8.50M | was 0.0% |
| D. E. Shaw & Co. | $3.33M | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 455 holders, 38.51M shares, $3.50B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
What else this security's tracked holders most often hold: shared-ownership counts, not fundamental relationships.
Open-market purchases (P)
No open-market insider purchases in our coverage window.
Open-market sales (S)
Director · 4.65K sh · $395,226
Director · 314 sh · $26,866
Awards, exercises and tax withholding are never counted as buys or sales here. Methodology