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Numerai’s Universal Display OLED Stock Holding History

Numerai’s Portfolio OLED Stock Details OLED Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.82M Sell
32,518
-4,447
-12% -$411K 0.23% 129
2026
Q1 		$3.39M Sell
36,965
-38,426
-51% -$4.25M 0.34% 62
2025
Q4 		$8.8M Buy
75,391
+71,257
+1,724% +$9.24M 1.06% 1
2025
Q3 		$594K Buy
+4,134
New +$601K 0.08% 302

Other funds holding OLED

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Numerai's OLED Position: Q2 2026 in Review

Numerai reduced its Universal Display (OLED) stake by 12% in Q2 2026, selling an estimated $411K and leaving 32,518 shares worth $2.82M. The position accounts for 0.23% of the portfolio, ranked #129.

Numerai first reported a position in OLED in Q3 2025 and has held it in 4 quarters since. The position peaked at $8.8M in Q4 2025. 443 funds tracked by Wall St. Rank hold OLED as of Q2 2026.

  • Numerai held 32,518 shares of Universal Display worth $2.82M as of Q2 2026.
  • Numerai sold 4,447 Universal Display shares in Q2 2026, an estimated $411K.
  • Universal Display made up 0.23% of Numerai's portfolio in Q2 2026, its #129 holding.
  • Numerai first reported a position in Universal Display in Q3 2025 and has held it in 4 quarters since.
  • Numerai's Universal Display position peaked at $8.8M in Q4 2025.
  • 443 funds tracked by Wall St. Rank held Universal Display as of Q2 2026.

Based on Numerai's 13F filing for Q2 2026, filed 14 Aug 2026.