UDMY
nombre pendiente de incorporación al perfil
Señales de momentum (gestores comparables):
amplitud de titulares +12.5% ·
flujo de acciones +6.8% ·
nuevas posiciones netas +11.1%
· fórmula
Acumulación amplia: acciones en aumento entre más titulares
Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q3 2025
| Trimestre | Titulares | Δ | Acciones | Valor declarado | Nuevo | Cierres |
|---|---|---|---|---|---|---|
| Q1 2026 | 84 | -2 | 46.09M | $213.95M | +8 | −10 |
| Q4 2025 | 86 | 0 | 47.26M | $276.49M | +2 | −2 |
| Q3 2025 | 18 | +2 | 35.24M | $247.05M | +2 | n/a |
| Q2 2025 | 13 | +1 | 28.05M | $197.16M | +1 | n/a |
| Q1 2025 | 9 | +2 | 8.16M | $63.29M | +2 | n/a |
| Q4 2024 | 7 | +1 | 5.78M | $47.55M | +2 | −1 |
| Q3 2024 | 5 | -1 | 2.43M | $18.05M | n/a | −1 |
| Q2 2024 | 6 | n/a | 2.90M | $24.99M | n/a | n/a |
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | The Vanguard Group ✦ (pasivo) | 11.90M | +3.8% | $83.39M | 0.0% | ▲ Add | 2 | SEC ↗ ×5 |
| 2 | BlackRock ✦ (pasivo) | 7.38M | +4.8% | $51.70M | 0.0% | ▲ Add | 2 | SEC ↗ ×14 |
| 3 | Geode Capital Management ✦ (pasivo) | 2.38M | +3.0% | $16.71M | 0.0% | ▲ Add | 6 | SEC ↗ ×2 |
| 4 | JPMorgan Chase ✦ | 2.22M | n/a | $15.53M | 0.0% | n/c | 1 | SEC ↗ ×12 |
| 5 | State Street Global Advisors ✦ (pasivo) | 2.18M | +2.0% | $15.26M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 6 | Morgan Stanley ✦ | 2.02M | n/a | $14.19M | 0.0% | n/c | 1 | SEC ↗ ×7 |
| 7 | Arrowstreet Capital ✦ | 1.95M | -0.7% | $13.66M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 8 | D. E. Shaw & Co. ✦ | 1.04M | +1107.5% | $7.30M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | AQR Capital Management ✦ | 818.62K | +34.3% | $5.74M | 0.0% | ▲ Add | 6 | SEC ↗ ×4 |
| 10 | Renaissance Technologies ✦ | 774.90K | +59.7% | $5.43M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 11 | Citadel Advisors ✦ | 772.05K | -17.4% | $5.41M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | Goldman Sachs Group ✦ | 699.95K | n/a | $4.91M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 13 | Two Sigma Investments ✦ | 546.56K | Nuevo | $3.83M | 0.0% | New | 1 | SEC ↗ |
| 14 | Millennium Management ✦ | 250.78K | -69.9% | $1.76M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 15 | Point72 Asset Management ✦ | 234.65K | +88.8% | $1.64M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | T. Rowe Price ✦ | 51.04K | +9.1% | $358,000 | 0.0% | ▲ Add | 6 | SEC ↗ |
| 17 | Fidelity (FMR) ✦ | 20.48K | +22.8% | $143,600 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Bridgewater Associates ✦ | 10.02K | Nuevo | $70,233 | 0.0% | New | 1 | SEC ↗ |
"Their weight" = la participación de la posición en el valor de renta variable 13F reportado por ese manager: la medida de convicción. ✦ = manager curado.
Nuevos compradores
| Two Sigma Investments | $3.83M | 0.0% |
| Bridgewater Associates | $70,233 | 0.0% |
Posición cerrada
| Sin salidas rastreadas este trimestre. |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 192 tenedores, 129.41M acciones, $597.58M declarado. Este es un período diferente y anterior al de las cifras del universo rastreado que figuran arriba, y ambos nunca se mezclan.
Qué más suelen tener los titulares rastreados de este valor: recuentos de titularidad compartida, no relaciones fundamentales.