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Security record · archived quarter

OLED

Universal Display Corporation · Technology · Hardware, Equipment & Parts

86.84 -2.8% mkt cap $3.99B quote delayed (FMP) · as of Aug 26 21:08 UTC — separate from filing data below

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024
14Tracked holders
+2Δ holders
5.97MShares held
$872.35MReported value
+2New positions
−0Exits
Strongly Rising Conviction score 54/100 How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth +16.7% · share flow +4.3% · net new positions +14.3%formula
Broad accumulation — rising shares across more holders

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2024

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q2 2026 117 -4 33.05M $2.87B +5 −8
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
Q1 2025 13 -1 5.90M $823.43M −1
Q4 2024 14 +2 5.97M $872.35M +2
Q3 2024 11 -2 4.05M $850.14M +1 −3
Q2 2024 13 4.45M $935.82M
Holder count
Who holds it · Q4 2024
#ManagerSharesΔ sharesValueTheir weightHeld
1 PRIMECAP Management 1.80M -2.8% $262.74M 0.2% ▼ Trim 3 SEC ↗
2 State Street Global Advisors (passive) 1.67M $243.75M 0.0% n/c 1 SEC ↗
3 Geode Capital Management (passive) 901.32K +12.8% $131.81M 0.0% ▲ Add 3 SEC ↗
4 Geode Capital Management (passive) 901.32K +12.8% $131.81M 0.0% ▲ Add 3 SEC ↗
5 Norges Bank (passive) 656.12K -3.1% $95.92M 0.0% ▼ Trim 3 SEC ↗
6 Point72 Asset Management 266.63K New $38.98M 0.1% New 1 SEC ↗
7 AQR Capital Management 216.22K +14.0% $31.61M 0.0% ▲ Add 3 SEC ↗
8 AQR Capital Management 216.22K +14.0% $31.61M 0.0% ▲ Add 3 SEC ↗
9 AQR Capital Management 216.22K +14.0% $31.61M 0.0% ▲ Add 3 SEC ↗
10 AQR Capital Management 216.22K +14.0% $31.61M 0.0% ▲ Add 3 SEC ↗
11 Wellington Management 142.33K -48.4% $20.81M 0.0% ▼ Trim 3 SEC ↗
12 Wellington Management 142.33K -48.4% $20.81M 0.0% ▼ Trim 3 SEC ↗
13 Wellington Management 142.33K -48.4% $20.81M 0.0% ▼ Trim 3 SEC ↗
14 Gotham Asset Management 98.49K +123.6% $14.40M 0.1% ▲ Add 3 SEC ↗
15 Bridgewater Associates 72.07K +81.5% $10.54M 0.0% ▲ Add 2 SEC ↗
16 Millennium Management 54.98K -57.9% $8.04M 0.0% ▼ Trim 3 SEC ↗
17 D. E. Shaw & Co. 35.35K New $5.17M 0.0% New 1 SEC ↗
18 T. Rowe Price 28.30K +10.0% $4.14M 0.0% ▲ Add 3 SEC ↗
19 Citadel Advisors 28.12K +1570.9% $4.11M 0.0% ▲ Add 3 SEC ↗
20 Two Sigma Investments 2.30K -87.3% $336,406 0.0% ▼ Trim 3 SEC ↗

“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.

New buyers

Point72 Asset Management $38.98M 0.1%
D. E. Shaw & Co. $5.17M 0.0%

Exited

No tracked exits this quarter.

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.

Frequently co-owned

What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.

Insider transactions

Open-market purchases (P)

No open-market insider purchases in our coverage window.

Open-market sales (S)

Aug 18 LACERTE LAWRENCE

Director · 4.65K sh · $395,226

Aug 18 LACERTE LAWRENCE

Director · 314 sh · $26,866

Awards, exercises and tax withholding are never counted as buys or sales here. Methodology

Beneficial ownership
Aug 13 SC 13G/A — KAYNE ANDERSON RUDNICK INVESTMENT…

View original SEC filing ↗

Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR. Reporting period: Q4 2024 · Methodology · Get this via the API