Roubaix Capital’s Universal Display OLED Stock Holding History

Roubaix Capital’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
2025 Q4	–	Sell	-26,963	Closed	-$3.87M	–	59
2025 Q3	$3.87M	Sell	26,963 -957	-3%	-$139K	1.8%	25
2025 Q2	$4.31M	Buy	+27,920	New	+$3.91M	2.07%	19
2023 Q2	–	Sell	-17,413	Closed	-$2.7M	–	54
2023 Q1	$2.7M	Sell	17,413 -6,065	-26%	-$815K	2.06%	24
2022 Q4	$2.54M	Buy	+23,478	New	+$2.46M	2.05%	22

Other funds holding OLED

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Greenhouse Funds Baltimore, Maryland $1.96B AUM 36.47% 1-Year Est. Return

Roubaix Capital's OLED Position: Q4 2025 in Review

Roubaix Capital sold out of Universal Display (OLED) in Q4 2025, closing a stake of 26,963 shares — an estimated $3.87M sold.

Roubaix Capital first reported a position in OLED in Q4 2022 and held it in 4 quarters. The position peaked at $4.31M in Q2 2025. 474 funds tracked by Wall St. Rank hold OLED as of Q4 2025.

Roubaix Capital reported no remaining Universal Display position as of Q4 2025 after selling out during the quarter.
Roubaix Capital sold 26,963 Universal Display shares in Q4 2025, an estimated $3.87M.
Roubaix Capital first reported a position in Universal Display in Q4 2022 and held it in 4 quarters.
Roubaix Capital's Universal Display position peaked at $4.31M in Q2 2025.
474 funds tracked by Wall St. Rank held Universal Display as of Q4 2025.

Based on Roubaix Capital's 13F filing for Q4 2025, filed 9 Feb 2026.