LWM
UI icon

Long Walk Management’s Ubiquiti UI Stock Holding History

Long Walk Management’s Portfolio UI Stock Details UI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$18.4M Sell
34,532
-10,718
-24% -$8.09M 4.18% 11
2026
Q1 		$35.8M Sell
45,250
-38,900
-46% -$26.4M 10.41% 5
2025
Q4 		$46.6M Sell
84,150
-250
-0.3% -$158K 10.36% 4
2025
Q3 		$55.8M Buy
84,400
+15,215
+22% +$7.6M 11.27% 4
2025
Q2 		$28.5M Buy
+69,185
New +$25.2M 7.21% 5

Other funds holding UI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
SIM
SW Investment Management Telluride, Colorado $352M AUM 41.32% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Long Walk Management's UI Position: Q2 2026 in Review

Long Walk Management reduced its Ubiquiti (UI) stake by 24% in Q2 2026, selling an estimated $8.09M and leaving 34,532 shares worth $18.4M. The position accounts for 4.18% of the portfolio, ranked #11.

Long Walk Management first reported a position in UI in Q2 2025 and has held it in 5 quarters since. The position peaked at $55.8M in Q3 2025. 356 funds tracked by Wall St. Rank hold UI as of Q2 2026.

  • Long Walk Management held 34,532 shares of Ubiquiti worth $18.4M as of Q2 2026.
  • Long Walk Management sold 10,718 Ubiquiti shares in Q2 2026, an estimated $8.09M.
  • Ubiquiti made up 4.18% of Long Walk Management's portfolio in Q2 2026, its #11 holding.
  • Long Walk Management first reported a position in Ubiquiti in Q2 2025 and has held it in 5 quarters since.
  • Long Walk Management's Ubiquiti position peaked at $55.8M in Q3 2025.
  • 356 funds tracked by Wall St. Rank held Ubiquiti as of Q2 2026.

Based on Long Walk Management's 13F filing for Q2 2026, filed 14 Aug 2026.