Universal Display Corp (OLED) shareholders
OLEDNasdaqElectronic Components & AccessoriesFiscal year ends December 31
Financials through Q3 FY2026, quarter ended Sep 30, 2026Last filing: 10-Q on Oct 28, 2026Score 21/3038% below fair value
$90.54+0.16 (+0.18%)
Close on Nov 11, 2026Market cap $4.08BP/E 18.4Yield 1.99%
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
97.4%
44M of 45M shares
Institutional holders
443
59 new, 70 sold out
Net institutional buying
4M
In Q2 2026
Insider trades, 12 months
7 buys · 2 sales
Net bought $1.04M
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| BlackRock, Inc. | 4,001,419 | 8.40% | 13G (passive) amendment | Sep 30, 2025 |
| Vanguard Portfolio Management | 2,927,374 | 6.21% | 13G (passive) | Mar 31, 2026 |
| Primecap Management Co/Ca/ | 2,408,924 | 5.24% | 13G (passive) | Sep 30, 2026 |
| Vanguard Capital Management | 2,309,931 | 5.02% | 13G (passive) | Sep 30, 2026 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of OLED | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| BlackRock, Inc. | 4,318,409 | 9.59% | $373.93M | +28,508 | 0.01% |
| Vanguard Portfolio Management LLC | 2,971,006 | 6.60% | $257.26M | +48,953 | 0.01% |
| State Street Corp | 2,197,143 | 4.88% | $190.25M | +382,845 | 0.01% |
| Primecap Management Co/Ca/ | 2,195,818 | 4.88% | $190.14M | +8,390 | 0.11% |
| Kayne Anderson Rudnick Investment Management LLC | 2,166,247 | 4.81% | $187.58M | −1,051,195 | 0.58% |
| Vanguard Capital Management LLC | 1,986,898 | 4.41% | $172.05M | +8,159 | 0.00% |
| First Trust Advisors LP | 1,471,891 | 3.27% | $127.45M | +495,468 | 0.07% |
| Marshall Wace, Llp | 1,340,107 | 2.98% | $116.04M | +674,225 | 0.09% |
| Geode Capital Management, LLC | 1,292,818 | 2.87% | $111.96M | +43,765 | 0.01% |
| Alliancebernstein L.P. | 1,172,883 | 2.61% | $107.51M | +101,219 | 0.04% |
| JPMorgan Chase & Co | 864,985 | 1.92% | $74.79M | −838,954 | 0.00% |
| Dimensional Fund Advisors LP | 854,695 | 1.90% | $74.01M | +97,529 | 0.01% |
| Franklin Resources Inc | 821,147 | 1.82% | $71.10M | +818,572 | 0.02% |
| Aqr Capital Management LLC | 728,128 | 1.62% | $63.05M | +604,242 | 0.02% |
| XXEC, Inc. | 703,521 | 1.56% | $63.72M | +316,584 | 8.27% |
| Sora Investors LLC | 701,163 | 1.56% | $60.71M | +636,163 | 4.66% |
| Brown Advisory Inc | 693,623 | 1.54% | $60.06M | +45,356 | 0.09% |
| Morgan Stanley | 669,924 | 1.49% | $58.01M | +258,066 | 0.00% |
| Norges Bank | 581,546 | 1.29% | $50.36M | New | 0.01% |
| Copeland Capital Management, LLC | 553,900 | 1.23% | $47.96M | −27,876 | 0.99% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 443 | 44M | 97.4% | 59 / 166 | 163 / 70 | 9M | 5M |
| Q1 2026 | 461 | 40M | 89.4% | 73 / 170 | 155 / 81 | 12M | 6M |
| Q4 2025 | 474 | 40M | 88.4% | 74 / 160 | 176 / 85 | 5M | 4M |
| Q3 2025 | 494 | 39M | 85.6% | 57 / 163 | 191 / 50 | 4M | 5M |
| Q2 2025 | 493 | 40M | 89.4% | 79 / 177 | 169 / 61 | 4M | 3M |
| Q1 2025 | 481 | 39M | 87.5% | 74 / 194 | 147 / 82 | 6M | 4M |
| Q4 2024 | 495 | 38M | 84.2% | 94 / 169 | 163 / 76 | 4M | 7M |
| Q3 2024 | 484 | 41M | 90.9% | 74 / 176 | 149 / 50 | 11M | 5M |
| Q2 2024 | 462 | 38M | 85.0% | 74 / 149 | 161 / 43 | 3M | 3M |
| Q1 2024 | 434 | 38M | 85.0% | 50 / 132 | 163 / 68 | 2M | 3M |
| Q4 2023 | 453 | 38M | 85.5% | 91 / 116 | 161 / 28 | 4M | 3M |
| Q3 2023 | 399 | 37M | 81.7% | 50 / 118 | 149 / 46 | 3M | 2M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
387 funds held OLED in Q2 2026, 57% of their shares through ETFs. Each fund counts once per quarter, from its quarter-end report.
| Fund | Shares | % of OLED | Value | % of fund | As of |
|---|---|---|---|---|---|
| iShares Core S&P Mid-Cap ETF | 1,486,535 | 3.30% | $128.72M | 0.10% | Jun 30, 2026 |
| Vanguard Total Stock Market Index Fund | 1,407,989 | 3.13% | $121.92M | 0.01% | Jun 30, 2026 |
| Vanguard Capital Opportunity Fund | 1,111,235 | 2.47% | $96.22M | 0.29% | Jun 30, 2026 |
| Vanguard Small-Cap Index Fund | 1,018,986 | 2.26% | $88.23M | 0.05% | Jun 30, 2026 |
| Vanguard Information Technology Index Fund | 1,001,059 | 2.22% | $92.22M | 0.05% | May 31, 2026 |
| First Trust SMID Cap Rising Dividend Achievers ETF | 833,749 | 1.85% | $72.19M | 0.64% | Jun 30, 2026 |
| State Street(R) SPDR(R) S&P(R) Semiconductor ETF | 833,539 | 1.85% | $72.18M | 2.08% | Jun 30, 2026 |
| PRIMECAP Odyssey Aggressive Growth Fund | 730,524 | 1.62% | $58.56M | 0.79% | Jul 31, 2026 |
| Vanguard Small-Cap Growth Index Fund | 586,881 | 1.30% | $50.82M | 0.11% | Jun 30, 2026 |
| Vanguard Extended Market Index Fund | 498,627 | 1.11% | $43.18M | 0.04% | Jun 30, 2026 |
| Franklin Small Cap Value Fund | 480,089 | 1.07% | $38.48M | 0.90% | Jul 31, 2026 |
| Virtus KAR Small-Mid Cap Core Fund | 311,636 | 0.69% | $26.98M | 2.49% | Jun 30, 2026 |
| First Trust Technology AlphaDEX Fund | 294,642 | 0.65% | $23.62M | 0.92% | Jul 31, 2026 |
| JPMorgan Value Advantage Fund | 287,566 | 0.64% | $24.90M | 0.29% | Jun 30, 2026 |
| AB Discovery Value Fund | 260,479 | 0.58% | $22.55M | 0.88% | Jun 30, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Steven V. Abramson | President and CEO, Director | 289,681 | 0.64% | May 11, 2026 |
| Mauro Premutico | SVP & CLO | 50,237 | 0.11% | May 11, 2026 |
| Julia J. Brown | EVP & Chief Technical Officer | 88,358 | 0.20% | Mar 10, 2026 |
| Janice K. Mahon | SVP of Tech Commercialization | 61,115 | 0.14% | Mar 10, 2026 |
| Brian Millard | VP/CFO | 23,714 | 0.05% | Mar 10, 2026 |
| Richard C. Elias | Director | 17,975 | 0.04% | Oct 9, 2026 |
| Lawrence Lacerte | Director | 122,951 | 0.27% | Oct 2, 2026 |
| C. Keith Hartley | Director | 107,208 | 0.24% | Oct 2, 2026 |
| Celia M. Joseph | Director | 9,318 | 0.02% | Oct 2, 2026 |
| Cynthia Jane Comparin | Director | 9,318 | 0.02% | Oct 2, 2026 |
| Joan Lau | Director | 3,771 | 0.01% | Oct 2, 2026 |
| Sidney D. Rosenblatt | Director | 155,593 | 0.35% | Oct 2, 2026 |
| Nigel Brown | Director | 3,771 | 0.01% | Oct 2, 2026 |
| April Walker | Director | 2,736 | 0.01% | Oct 2, 2026 |
| Elizabeth H. Gemmill | Director | 100,762 | 0.22% | Oct 2, 2026 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Richard C. Elias Director | Oct 7, 2026 | Gift | +455 | – | – | 11,781 |
| Richard C. Elias Director | Oct 7, 2026 | Gift | −455 | – | – | 1,000 |
| Cynthia Jane Comparin Director | Sep 30, 2026 | Award | +455 | – | – | 9,318 |
| Joan Lau Director | Sep 30, 2026 | Award | +455 | – | – | 3,771 |
| Nigel Brown Director | Sep 30, 2026 | Award | +455 | – | – | 3,771 |
| Elizabeth H. Gemmill Director | Sep 30, 2026 | Award | +455 | – | – | 100,762 |
| Celia M. Joseph Director | Sep 30, 2026 | Award | +455 | – | – | 9,318 |
| April Walker Director | Sep 30, 2026 | Award | +455 | – | – | 2,736 |
| Lawrence Lacerte Director | Sep 30, 2026 | Award | +455 | – | – | 114,951 |
| Sidney D. Rosenblatt Director | Sep 30, 2026 | Award | +455 | – | – | 138,094 |
| C. Keith Hartley Director | Sep 30, 2026 | Award | +455 | – | – | 85,208 |
| Richard C. Elias Director | Sep 30, 2026 | Award | +455 | – | – | 1,455 |
| Lawrence Lacerte Director | Aug 18, 2026 | Sale | −314 | $85.56 | $26.87K | 114,496 |
| Lawrence Lacerte Director | Aug 18, 2026 | Sale | −4,653 | $84.94 | $395.23K | 114,810 |
| Richard C. Elias Director | Jul 10, 2026 | Gift | +455 | – | – | 11,326 |
| Richard C. Elias Director | Jul 10, 2026 | Gift | −455 | – | – | 1,000 |
| Celia M. Joseph Director | Jun 30, 2026 | Award | +455 | – | – | 8,863 |
| C. Keith Hartley Director | Jun 30, 2026 | Award | +455 | – | – | 84,753 |
| Cynthia Jane Comparin Director | Jun 30, 2026 | Award | +455 | – | – | 8,863 |
| Lawrence Lacerte Director | Jun 30, 2026 | Award | +455 | – | – | 119,463 |
| Elizabeth H. Gemmill Director | Jun 30, 2026 | Award | +455 | – | – | 100,307 |
| April Walker Director | Jun 30, 2026 | Award | +455 | – | – | 2,281 |
| Nigel Brown Director | Jun 30, 2026 | Award | +455 | – | – | 3,316 |
| Richard C. Elias Director | Jun 30, 2026 | Award | +455 | – | – | 1,455 |
| Joan Lau Director | Jun 30, 2026 | Award | +455 | – | – | 3,316 |
| Sidney D. Rosenblatt Director | Jun 30, 2026 | Award | +455 | – | – | 137,639 |
| Richard C. Elias Director | May 11, 2026 | Buy | +1,000 | $92.84 | $92.84K | 1,456 |
| Richard C. Elias Director | May 11, 2026 | Gift | +456 | – | – | 10,871 |
| Richard C. Elias Director | May 11, 2026 | Gift | −456 | – | – | 1,000 |
| Steven V. Abramson President and CEO, Director | May 7, 2026 | Buy | +3,650 | $92.46 | $337.48K | 289,239 |
| Steven V. Abramson President and CEO, Director | May 7, 2026 | Buy | +4,550 | $93.62 | $425.97K | 293,789 |
| Steven V. Abramson President and CEO, Director | May 7, 2026 | Buy | +2,800 | $94.40 | $264.32K | 296,589 |
| Mauro Premutico SVP & CLO | May 7, 2026 | Buy | +1,450 | $92.51 | $134.14K | 50,237 |
| Mauro Premutico SVP & CLO | May 7, 2026 | Buy | +1,444 | $93.75 | $135.38K | 51,681 |
| Mauro Premutico SVP & CLO | May 7, 2026 | Buy | +800 | $94.40 | $75.52K | 52,481 |
| April Walker Director | Mar 31, 2026 | Award | +456 | – | – | 1,826 |
| Joan Lau Director | Mar 31, 2026 | Award | +456 | – | – | 2,861 |
| Cynthia Jane Comparin Director | Mar 31, 2026 | Award | +456 | – | – | 8,408 |
| Lawrence Lacerte Director | Mar 31, 2026 | Award | +456 | – | – | 119,008 |
| C. Keith Hartley Director | Mar 31, 2026 | Award | +456 | – | – | 84,298 |
| Richard C. Elias Director | Mar 31, 2026 | Award | +456 | – | – | 456 |
| Sidney D. Rosenblatt Director | Mar 31, 2026 | Award | +456 | – | – | 136,792 |
| Nigel Brown Director | Mar 31, 2026 | Award | +456 | – | – | 2,861 |
| Celia M. Joseph Director | Mar 31, 2026 | Award | +456 | – | – | 8,408 |
| Elizabeth H. Gemmill Director | Mar 31, 2026 | Award | +456 | – | – | 99,852 |
| Brian Millard VP/CFO | Mar 7, 2026 | Award | +4,942 | – | – | 23,714 |
| Brian Millard VP/CFO | Mar 7, 2026 | Tax withholding | −2,096 | $97.03 | $203.37K | 21,618 |
| Brian Millard VP/CFO | Mar 7, 2026 | Award | +1,596 | – | – | 23,214 |
| Brian Millard VP/CFO | Mar 7, 2026 | Tax withholding | −677 | $97.03 | $65.69K | 22,537 |
| Brian Millard VP/CFO | Mar 7, 2026 | Tax withholding | −509 | $97.03 | $49.39K | 22,028 |
| Brian Millard VP/CFO | Mar 7, 2026 | Tax withholding | −635 | $97.03 | $61.61K | 18,772 |
| Brian Millard VP/CFO | Mar 7, 2026 | Award | +1,497 | – | – | 19,407 |
| Mauro Premutico SVP & CLO | Mar 7, 2026 | Tax withholding | −1,436 | $97.03 | $139.34K | 48,655 |
| Mauro Premutico SVP & CLO | Mar 7, 2026 | Tax withholding | −1,907 | $97.03 | $185.04K | 50,091 |
| Mauro Premutico SVP & CLO | Mar 7, 2026 | Tax withholding | −1,789 | $97.03 | $173.59K | 43,784 |
| Mauro Premutico SVP & CLO | Mar 7, 2026 | Award | +3,233 | – | – | 45,573 |
| Mauro Premutico SVP & CLO | Mar 7, 2026 | Tax withholding | −5,905 | $97.03 | $572.96K | 48,551 |
| Mauro Premutico SVP & CLO | Mar 7, 2026 | Award | +10,672 | – | – | 54,456 |
| Mauro Premutico SVP & CLO | Mar 7, 2026 | Award | +3,447 | – | – | 51,998 |
| Julia J. Brown EVP & Chief Technical Officer | Mar 7, 2026 | Award | +4,202 | – | – | 88,358 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Short interest
Shares sold short and not yet bought back, as of Oct 30, 2026 (FINRA, reported twice a month)
Short % of float
10.86%
5M shares short
Days to cover
5.2
At 1M shares a day
Change since last report
+7.3%
From 4M shares
Short volume, 20 days
60.3%
Of volume reported to FINRA
Shares sold short, last 12 months
Short sale volume counts trades marked short on any given day, including market-maker hedging, so it runs far higher than the share of Universal Display's stock actually held short. Settlement fails (shares not delivered on time) peaked at 654 shares on Aug 14, 2026 over the last 90 days.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Lawrence Lacerte Director | Aug 18, 2026 | 4,967 | $423.14K | Aug 18, 2026 | Employee Compensation |
| Brian Millard Officer | Aug 19, 2025 | 2,651 | $373.12K | Aug 19, 2025 | Restricted Stock Vesting |
| Richard C. Elias Director | Aug 29, 2024 | 5,064 | $975.31K | Aug 29, 2024 | Equity compensation for board services |
| Julia J. Brown Officer | May 8, 2024 | 10,358 | $1.81M | May 8, 2024 | Restricted Stock Vesting |
| Mauro Premutico Officer | May 7, 2024 | 8,202 | $1.45M | May 7, 2024 | ESPP Purchase |
| Lawrence Lacerte Director | Feb 27, 2024 | 7,000 | $1.22M | Feb 27, 2024 | Equity Compensation |
| Mauro Premutico Officer | Sep 6, 2023 | 9,351 | $1.51M | Sep 6, 2023 | Acquired as compensation -- Restricted Stock Units |
| Richard C. Elias Director | Aug 9, 2023 | 2,000 | $320.00K | Aug 9, 2023 | Equity compensation for Board services |
| Julia J. Brown Officer | Jun 7, 2023 | 5,214 | $784.78K | Jun 7, 2023 | ESPP Purchase |
| Lawrence Lacerte Director | May 9, 2023 | 15,000 | $2.05M | May 9, 2023 | Stock Grants as part of Compensation |
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