What is the 13F Pro Quality Score for UI?

13F Pro ranks Ubiquiti Inc. (UI) on the 13F Pro Quality Score, a 0–100 composite of 32 fundamental signals including return on invested capital, free cash flow consistency, balance-sheet strength, earnings quality, growth durability, and valuation discipline. The score refreshes after each 10-K and 10-Q filing on SEC EDGAR. View UI's current score at https://13fpro.ai/company/UI (free sign-up required for the full ranking).

Which hedge funds own the most UI stock?

Based on the most recent Form 13F-HR filings on SEC EDGAR, the largest reported institutional holders of UI include BlackRock,, RENAISSANCE TECHNOLOGIES, SW Investment Management. Holdings are reported quarterly within 45 days of quarter-end and updated on https://13fpro.ai/company/UI as soon as new 13F filings post.

Where does 13F Pro source UI data?

All Ubiquiti Inc. fundamentals and ownership data come directly from SEC EDGAR. Ubiquiti Inc. files with the SEC under CIK 1511737. 13F Pro ingests XBRL financial facts from 10-K and 10-Q filings, Form 13F-HR institutional holdings, and Form 4 insider transactions, with no third-party rewrites or estimates.

What sector is UI in?

Ubiquiti Inc. (UI) is classified in the Technology sector. 13F Pro publishes sector-level fund flow analysis and quality leaders at https://13fpro.ai/research/sector/technology.

What drives UI's revenue?

Per Ubiquiti Inc.'s latest 10-K filed with the SEC on 2026-08-21, the biggest revenue drivers are: Enterprise Technology ($2,972.3M, +32% YoY); Service Provider Technology ($301.9M, -5% YoY); North America (by geography) ($1,744.0M, +35% YoY). Figures are extracted from the filing text and machine-verified against the document. Full breakdown at https://13fpro.ai/company/UI.

What are UI's largest expenses?

Ubiquiti Inc.'s latest 10-K reports these as the largest expense items: Cost of revenues ($1,762.8M, +21% YoY); Research and development ($204.2M, +20% YoY); Sales, general and administrative ($121.8M, +9% YoY). Sourced directly from SEC EDGAR filing text for FY2026 (year ended June 30, 2026).

How often is UI research updated on 13F Pro?

UI's fundamentals refresh within hours of each new 10-K or 10-Q filing on SEC EDGAR. Institutional ownership updates after each quarterly 13F filing window. Insider transactions update after each Form 4 filing. The 13F Pro Quality Score recalculates after every fundamentals refresh.

Ubiquiti Inc.(UI)Stock Analysis

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13F Pro Quality Score

78.3/100

Rank #55 of 2,961 stocksTOP 5%

View Technology peers →

Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Nov 14, 2026.

Revenue Growth

87.9/100

Profitability

89.2/100

Balance Sheet

99.7/100

Earnings Quality

39.1/100

Free Cash Flow

81.3/100

Institutional Flow

39.0/100

Revenue Scale

71.2/100

Dilution Risk

82.7/100

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Why UI Scores 78/100

exact factor attribution · 2026-09-11

UI's composite is driven by revenue growth and profitability, held back by earnings quality. Bars show each factor's exact push vs. a median company, using the same weights the ranking engine applies.

Revenue growth

+7.6 pts

88th pct

Profitability

+5.9 pts

89th pct

Capital efficiency

+5.0 pts

100th pct

Free cash flow

+4.7 pts

81th pct

Scale

+3.2 pts

71th pct

Earnings growth

+2.0 pts

91th pct

Shareholder dilution

+1.6 pts

83th pct

Institutional flow

-0.6 pts

39th pct

Earnings quality

-1.1 pts

39th pct

Latest change (2026-08-24): 77 → 79 · ↓ Institutional flow 40→31

Factor percentiles are cross-sectional ranks across the ~2,800-stock scored universe, computed from SEC EDGAR filings. Not investment advice.

UI Stock Analysis & AI Quality Score

Data updated 2026-09-11

AI stock analysis and institutional research for Ubiquiti Inc. (UI), a Technology sector company. 13F Pro's AI-powered ranking engine scores UI at 78.3/100 on a 32-signal composite quality model, placing it at rank #55 of 2,961 stocks — the top 5% of the AI-ranked universe. UI scores in the top quartile across balance sheet strength (99.7), profitability (89.2), revenue growth (87.9). Areas of concern include institutional flow (39.0) and earnings quality (39.1), which score below median versus the broader universe. Based on the latest XBRL financial filings (Q2 2026), Ubiquiti Inc. reports quarterly revenue of $937.3M, net income of $284.9M, an operating margin of 36.3%. Top institutional holders of UI by reported 13-F value include BlackRock, RENAISSANCE TECHNOLOGIES, SW Investment Management, based on the most recent SEC filings. UI trades on the NYSE exchange and files with the SEC under CIK 1511737. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate UI daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for Ubiquiti Inc. directly from SEC EDGAR. Ubiquiti Inc.'s 13F Pro composite quality score has ranged between 54 and 80 since 2021, currently 78.3 — a stable long-term trajectory across 68 quarterly and live scoring snapshots.

✦

Fun facts about Ubiquiti Inc.

Quirks, history, and lore behind UI — the kind of stuff that makes a stock memorable.

1
The Basics
U.S. technology hardware company · small-cap · listed on NYSE · sells primarily to businesses and service providers worldwide.
2
The Numbers
Annual revenue in the low billions of dollars, yet it runs with famously lean overhead — a tiny workforce for its sales volume because it keeps operations ruthlessly efficient.
3
The History
Founded in the mid-2000s by a former Atheros Communications executive, the company set out to prove that enterprise-grade networking gear didn't have to cost enterprise-grade prices.
4
The Secret
Its unusual business model skips traditional reseller channels almost entirely, selling direct — which is a big reason a Wi-Fi access point that rivals Cisco can cost a fraction of the price.
5
The Lore
Its passionate prosumer and IT community basically built the brand through word of mouth; the founder is legendary for occasionally posting bluntly on the company's own community forums.
6
The Giveaway
If you've ever spotted a sleek ceiling-mounted Wi-Fi disc in a coffee shop or hotel and thought it looked too good to be a consumer router, you've seen this company's UniFi line in the wild.

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What's Driving UI's Business? Latest 10-K Breakdown

AI-extracted from Ubiquiti Inc.'s 10-K filed 2026-08-21 — FY2026 (year ended June 30, 2026). Every figure is machine-verified against the filing text on SEC EDGAR.

Ubiquiti delivered 27% YoY revenue growth to $3.3B with net income surging 35% to $960M, driven by 32% growth in Enterprise Technology offset partly by 5% Service Provider Technology decline.

Biggest Revenue Drivers

Enterprise Technology$2,972.3M+32% YoY

Increase in revenue from Enterprise Technology platform in all regions.

Service Provider Technology$301.9M-5% YoY

Decrease in revenue across all regions except North America and Asia Pacific.

Biggest Revenue Drivers

Total revenue: $3,274.2M+27% YoY

Enterprise Technology$2,972.3M+32% YoY

Increase in revenue from Enterprise Technology platform in all regions.

Within Enterprise Technology

North America (by geography)$1,744.0M+35% YoY

Increased revenue from both Enterprise Technology and Service Provider Technology products.

EMEA (by geography)$1,179.2M+18% YoY

Increased revenue from Enterprise Technology products, offset in part by decline in Service Provider Technology.

Service Provider Technology$301.9M-5% YoY

Decrease in revenue across all regions except North America and Asia Pacific.

Largest Expense Items

Cost of revenues$1,762.8M+21% YoY

Includes costs of procuring finished goods, labor, tooling, warranty, logistics, tariffs, and excess/obsolete inventory write-downs.

Research and development$204.2M+20% YoY

Higher employee-related expenses, prototype-related expenses, facility costs and software expenses, offset in part by lower depreciation.

Sales, general and administrative$121.8M+9% YoY

Higher credit card processing fees, professional fees, marketing, and employee-related expenses, offset by lower accounts receivable reserves.

Margins: Gross margin expanded to 46% in FY2026 from 43% in FY2025, primarily driven by favorable product mix and lower other indirect costs, offset in part by higher tariff costs. Operating margin improved to 36% from 32% YoY.

Watch Items from the Filing

Supply chain exposure: Company relies on single/limited suppliers for chipsets (Qualcomm, Broadcom); tariffs have increased product costs significantly with ongoing uncertainty about duration and scope of trade policy changes.
CEO ownership concentration: Robert Pera beneficially owns 56.3M shares (56% of outstanding); significant ability to control voting and strategic direction; may pledge shares for margin loans or sell shares.
Geopolitical risks: Company has R&D and warehousing in Taiwan; manufacturing/logistics in Vietnam and China; monitors military conflict between Russia-Ukraine and China-Taiwan tensions; impact on operations remains uncertain.
Strong cash generation: Operating cash flow of $928.7M; reduced debt by $250M (Term Loan fully repaid Feb 2026); new $500M+ revolving facility in place; $611M in cash and investments as of June 30, 2026.

AI-extracted and verified against SEC EDGAR filing text. Not investment advice.

Read the full 10-K on SEC EDGAR →Share on X

Revenue

Q2 2026

$937.3M

Net Income

Q2 2026

$284.9M

Free Cash Flow

Q2 2026

$293.1M

Operating Margin

Q2 2026

36.3%

Period

Revenue & Net Income

Earnings Per Share

Key Financials Over Time

Export Financial Table · Pro

Revenue

+27.2% YoY

$3.27BFY 2026

FY23 $1.94BFY24 $1.93BFY25 $2.57BFY26 $3.27B

Net Income

+34.9% YoY

$960.3MFY 2026

FY23 $407.6MFY24 $350.0MFY25 $711.9MFY26 $960.3M

Operating Income

+41.8% YoY

$1.19BFY 2026

FY23 $544.6MFY24 $499.0MFY25 $836.3MFY26 $1.19B

EPS (Diluted)

+34.8% YoY

$15.85FY 2026

FY23 $6.74FY24 $5.79FY25 $11.76FY26 $15.85

Total Assets

+49.9% YoY

$2.20BFY 2026

FY23 $1.41BFY24 $1.15BFY25 $1.47BFY26 $2.20B

Total Debt

-100.0% YoY

$0.00FY 2026

FY23 $1.12BFY24 $744.6MFY25 $499.6MFY26 $0.00

Op. Cash Flow

+45.1% YoY

$928.7MFY 2026

FY23 $-145.4MFY24 $541.5MFY25 $640.0MFY26 $928.7M

Free Cash Flow

+44.9% YoY

$908.9MFY 2026

FY23 $-166.4MFY24 $529.5MFY25 $627.4MFY26 $908.9M

Metric	FY 2026	FY 2025	FY 2024	FY 2023	FY 2022	FY 2021
Revenue	$3.27B +27.2%	$2.57B +33.4%	$1.93B -0.6%	$1.94B +14.7%	$1.69B -10.9%	$1.90B
Net Income	$960.3M +34.9%	$711.9M +103.4%	$350.0M -14.1%	$407.6M +7.7%	$378.7M -38.6%	$616.6M
Operating Income	$1.19B +41.8%	$836.3M +67.6%	$499.0M -8.4%	$544.6M +17.8%	$462.3M -37.7%	$742.6M
EPS (Diluted)	$15.85 +34.8%	$11.76 +103.1%	$5.79 -14.1%	$6.74 +10.0%	$6.13 -37.3%	$9.78
Total Assets	$2.20B +49.9%	$1.47B +27.0%	$1.15B -17.9%	$1.41B +66.5%	$844.7M -5.2%	$891.0M
Total Debt	$0.00 -100.0%	$499.6M -32.9%	$744.6M -33.3%	$1.12B +42.0%	$786.5M +51.9%	$517.6M
Operating Cash Flow	$928.7M +45.1%	$640.0M +18.2%	$541.5M +472.4%	$-145.4M -139.3%	$370.3M -39.5%	$612.0M
Free Cash Flow	$908.9M +44.9%	$627.4M +18.5%	$529.5M +418.3%	$-166.4M -146.6%	$356.8M -39.9%	$593.7M

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Available Research

13F Pro tracks comprehensive data for Ubiquiti Inc. including:

SEC EDGAR filings (10-K, 10-Q, 8-K)

XBRL financial facts (revenue, EPS, margins)

Insider transactions (Form 4)

Institutional 13F holdings

Quality rankings (32 signals)

AI analyst debates & daily meetings

Historical financial trends

Peer comparison & sector analysis

Top Institutional Holders of UI

BlackRock, Inc.
$163.0M305,245 sh
RENAISSANCE TECHNOLOGIES LLC
$105.9M198,344 sh
SW Investment Management LLC
$74.8M140,000 sh
Capital World Investors
$60.8M113,839 sh
STATE STREET CORP
$54.3M101,663 sh
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP
$48.8M91,450 sh
GEODE CAPITAL MANAGEMENT, LLC
$39.5M74,029 sh
GOLDMAN SACHS GROUP INC
$37.1M69,500 sh
MORGAN STANLEY
$36.8M68,963 sh
AQR CAPITAL MANAGEMENT LLC
$36.0M67,472 sh

Fund	Value	Shares
BlackRock, Inc.	$163.0M	305,245
RENAISSANCE TECHNOLOGIES LLC	$105.9M	198,344
SW Investment Management LLC	$74.8M	140,000
Capital World Investors	$60.8M	113,839
STATE STREET CORP	$54.3M	101,663
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	$48.8M	91,450
GEODE CAPITAL MANAGEMENT, LLC	$39.5M	74,029
GOLDMAN SACHS GROUP INC	$37.1M	69,500
MORGAN STANLEY	$36.8M	68,963
AQR CAPITAL MANAGEMENT LLC	$36.0M	67,472

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Is UI a good stock to buy?

13F Pro's AI-powered analysis of Ubiquiti Inc. (UI) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Technology sector (listed on NYSE). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for UI are available on the UI stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing. UI is classified as a large company.

Which hedge funds own UI?

Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling UI. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of Ubiquiti Inc.'s investment landscape.