13FPulse
OL

OLED UNIVERSAL DISPLAY CORP

2026Q2 · CUSIP 91347P105 · Sector: Technology

Normal

Fund flows are within the usual range

Funds that own it
434
Institutions that reported holding it to the SEC
Net decrease in holders
22
Last quarter 456 → now 434
How unusual is that
Bottom 20%
Stronger than only 6% of US stocks
What the filings say, in one paragraph

434 funds held OLED at the end of 2026Q2, down 22 from the quarter before. Fund flows are within the usual range — nothing unusual. On the business itself, revenue over the last 12 months was $607M(YoY -8.3%), the P/E is 19.9x, return on equity is 11.6%. OLED has had 17 buying rushes in its history, and the price moved +0.5% on average over the six months after (that is the raw price move, not how much it beat the market by). It sits in the Technology sector.

How many funds owned it, quarter by quarter

Bars = net change in institutional holders, positive (green) or negative (red). Line = total institutional holders.

2013Q3: holders=120 2013Q4: holders=126 2014Q1: holders=128 2014Q2: holders=122 2014Q3: holders=124 2014Q4: holders=131 2015Q1: holders=137 2015Q2: holders=158 2015Q3: holders=141 2015Q4: holders=174 2016Q1: holders=194 2016Q2: holders=206 2016Q3: holders=209 2016Q4: holders=201 2017Q1: holders=239 2017Q2: holders=291 2017Q3: holders=312 2017Q4: holders=348 2018Q1: holders=327 2018Q2: holders=299 2018Q3: holders=335 2018Q4: holders=323 2019Q1: holders=370 2019Q2: holders=387 2019Q3: holders=403 2019Q4: holders=448 2020Q1: holders=392 2020Q2: holders=409 2020Q3: holders=403 2020Q4: holders=438 2021Q1: holders=440 2021Q2: holders=428 2021Q3: holders=439 2021Q4: holders=421 2022Q1: holders=402 2022Q2: holders=381 2022Q3: holders=373 2022Q4: holders=377 2023Q1: holders=386 2023Q2: holders=396 2023Q3: holders=394 2023Q4: holders=447 2024Q1: holders=428 2024Q2: holders=460 2024Q3: holders=477 2024Q4: holders=493 2025Q1: holders=476 2025Q2: holders=490 2025Q3: holders=490 2025Q4: holders=471 2026Q1: holders=456 2026Q2: holders=434 -56 -28 +0 +28 +56 108313518 13Q315Q116Q318Q119Q321Q122Q324Q125Q326Q2 Net change in holders (bars) Total funds holding (line)

What happened after each past buying rush 17 times in its history

Quarter of the rush How unusual then Price, next 3 months Price, next 6 months
2024Q2 Top 10% +9.8% -11.9%
2023Q4 Top 10% -10.3% -4.5%
2023Q1 Top 20% -8.8% -0.8%
2021Q3 Top 20% +7.5% -14.4%
2020Q4 Top 20% +2.2% -13.2%
2019Q4 Top 10% -25.8% -19.8%
2019Q3 Top 20% +2.9% -11.8%
2019Q2 Top 10% -21.5% -5.3%

These are the raw price moves, not how much it beat the market by. Compare them against the market over the same months — in a strong bull market almost everything is up.

Show all the numbers (large funds, value held, options…) ▾
Of them, large funds
186
Change in large funds
-2
Total value they hold
$6.2B
Funds buying for the first time
59
Funds that sold out entirely
81
Price change that quarter
-7.3%
Funds holding puts (bearish)
8
Funds holding calls (bullish)
8

These are for people who want to dig. Skip them if they do not mean anything to you — the three numbers above are enough.

8,697 institutions have filed for this quarter. 13F permits late filing and a small number arrive in the weeks after the deadline, so the holder counts and changes below may tick up.

Fundamentals

PE (TTM)
19.9
EPS (TTM)
$4.14
EPS YoY
-19.1%
Revenue (TTM)
$0.6B
Revenue YoY
-8.3%
Net margin
32.2%
ROE
11.6%
Debt ratio
10.8%
FCF (TTM)
$220M
Dividend (TTM)
$1.90
Quarterly Revenue & EPS
2022-09-30: EPS 1.12 2022-12-31: EPS 1.36 2023-03-31: EPS 0.83 2023-06-30: EPS 1.04 2023-09-30: EPS 1.08 2023-12-31: EPS 1.29 2024-03-31: EPS 1.19 2024-06-30: EPS 1.10 2024-09-30: EPS 1.40 2024-12-31: EPS 0.96 2025-03-31: EPS 1.35 2025-06-30: EPS 1.41 2025-09-30: EPS 0.92 2025-12-31: EPS 1.40 2026-03-31: EPS 0.76 2026-06-30: EPS 1.06 0M 86M 173M $M 0.00 0.78 1.55 2016201720182019202020212022202320242025202606/26 Revenue EPS

Quarterly figures, revenue up to 10 years back; EPS split-adjusted, early quarters hidden when not calibrable

P/E (TTM) over time
4Y median 32 18 31 44 2023202420252026

P/E = close around day 47 after quarter-end ÷ TTM EPS then; this is a consistent valuation date, not the company’s actual filing date; loss quarters hidden

Quarterly free cash flow
-9M46M100M 20162017201820192020202120222023202420252026
Latest quarter $100M (2026-03-31)

FCF = operating cash flow − capex, computed from SEC XBRL; banks/insurers have no standard cash-flow structure and are hidden

As of 2026-06-30 · SEC filings (XBRL)

Email me the next update

2026 Q3 holdings are due 2026-11-16. We will email you when the refreshed lists are live.