Two Sigma Investments’s Universal Display OLED Stock Holding History

Two Sigma Investments’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
2022 Q1	–	Sell	-22,400	Closed	-$3.7M	–	3842
2021 Q4	$3.7M	Buy	22,400 +7,400	+49%	+$1.22M	0.01%	1399
2021 Q3	$2.56M	Buy	15,000 +6,700	+81%	+$1.39M	0.01%	1749
2021 Q2	$1.84M	Buy	+8,300	New	+$1.82M	﹤0.01%	1938
2021 Q1	–	Sell	-1,600	Closed	-$368K	–	4140
2020 Q4	$368K	Sell	1,600 -8,300	-84%	-$1.77M	﹤0.01%	2721
2020 Q3	$1.79M	Buy	9,900 +6,900	+230%	+$1.18M	0.01%	1367
2020 Q2	$449K	Sell	3,000 -16,000	-84%	-$2.35M	﹤0.01%	2074
2020 Q1	$2.5M	Buy	19,000 +4,300	+29%	+$740K	0.02%	853
2019 Q4	$3.03M	Buy	14,700 +11,700	+390%	+$2.21M	0.01%	1275
2019 Q3	$504K	Buy	+3,000	New	+$600K	﹤0.01%	2555
2019 Q1	–	Sell	-6,000	Closed	-$561K	–	3355
2018 Q4	$561K	Sell	6,000 -14,000	-70%	-$1.41M	﹤0.01%	2027
2018 Q3	$2.36M	Buy	20,000 +14,000	+233%	+$1.54M	0.01%	1370
2018 Q2	$516K	Sell	6,000 -3,000	-33%	-$286K	﹤0.01%	2623
2018 Q1	$909K	Sell	9,000 -5,000	-36%	-$752K	﹤0.01%	2071
2017 Q4	$2.42M	Buy	+14,000	New	+$2.23M	0.01%	1337
2017 Q3	–	Sell	-6,000	Closed	-$656K	–	3072
2017 Q2	$656K	Buy	+6,000	New	+$632K	﹤0.01%	2152
2016 Q4	–	Sell	-9,000	Closed	-$500K	–	3405
2016 Q3	$500K	Buy	+9,000	New	+$570K	﹤0.01%	2439

Other funds holding OLED

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Two Sigma Investments's OLED Position: Q1 2026 in Review

Two Sigma Investments increased its Universal Display (OLED) stake by 1,313% in Q1 2026, buying an estimated $25.7M and bringing the position to 250,134 shares worth $22.9M. The position accounts for 0.02% of the portfolio, ranked #876.

Two Sigma Investments first reported a position in OLED in Q4 2013 and has held it in 26 quarters since. The position peaked at $34.5M in Q1 2018. 457 funds tracked by Wall St. Rank hold OLED as of Q1 2026.

Two Sigma Investments held 250,134 shares of Universal Display worth $22.9M as of Q1 2026.
Two Sigma Investments bought 232,434 Universal Display shares in Q1 2026, an estimated $25.7M.
Universal Display made up 0.02% of Two Sigma Investments's portfolio in Q1 2026, its #876 holding.
Two Sigma Investments first reported a position in Universal Display in Q4 2013 and has held it in 26 quarters since.
Two Sigma Investments's Universal Display position peaked at $34.5M in Q1 2018.
457 funds tracked by Wall St. Rank held Universal Display as of Q1 2026.

Based on Two Sigma Investments's 13F filing for Q1 2026, filed 15 May 2026.