Universal Display Corporation
US ˙ NasdaqGS ˙ US91347P1057

SecurityOLED / Universal Display Corporation
InstitutionGeode Capital Management, Llc
Latest Disclosed Ownership1,249,053 shares
Latest Disclosed Value $ 114,506,107
Geode Capital Management, Llc reports 12.62% increase in ownership of OLED / Universal Display Corporation

On May 15, 2026 - Geode Capital Management, Llc filed a 13F-HR form disclosing ownership of 1,249,053 shares of Universal Display Corporation (US:OLED) valued at $114,488,198 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 9, 2026 disclosing 1,109,077 shares of Universal Display Corporation. This represents a change in shares of 12.62% during the quarter. The current value of the position is $112,652,090 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-15 2026-03-31 13F UNIVERSAL DISPLAY COM 91347P105 1,249,053 139,976 12.62 114,506 -11.60 0.0038
2026-02-09 2025-12-31 13F UNIVERSAL DISPLAY COM 91347P105 1,109,077 222,108 25.04 129,537 1.66 0.0080
2025-11-12 2025-09-30 13F UNIVERSAL DISPLAY COM 91347P105 886,969 23,590 2.73 127,417 -4.47 0.0081
2025-08-08 2025-06-30 13F UNIVERSAL DISPLAY COM 91347P105 863,379 -31,181 -3.49 133,378 6.87 0.0093
2025-05-13 2025-03-31 13F UNIVERSAL DISPLAY COM 91347P105 894,560 -6,755 -0.75 124,807 -5.31 0.0098
2025-02-12 2024-12-31 13F UNIVERSAL DISPLAY COM 91347P105 901,315 101,963 12.76 131,806 -21.46 0.0102
2024-11-12 2024-09-30 13F UNIVERSAL DISPLAY COM 91347P105 799,352 15,015 1.91 167,825 1.74 0.0136
2024-08-09 2024-06-30 13F UNIVERSAL DISPLAY COM 91347P105 784,337 22,754 2.99 164,948 28.55 0.0145
2024-05-13 2024-03-31 13F UNIVERSAL DISPLAY COM 91347P105 761,583 -5,190 -0.68 128,313 -12.52 0.0119
2024-02-13 2023-12-31 13F UNIVERSAL DISPLAY COM 91347P105 766,773 -37,018 -4.61 146,673 16.22 0.0153
2023-11-13 2023-09-30 13F UNIVERSAL DISPLAY COM 91347P105 803,791 17,295 2.20 126,205 11.33 0.0150
2023-08-11 2023-06-30 13F UNIVERSAL DISPLAY COM 91347P105 786,496 51,173 6.96 113,358 -0.63 0.0133
2023-05-15 2023-03-31 13F UNIVERSAL DISPLAY COM 91347P105 735,323 29,025 4.11 114,071 149,992.11 0.0148
2023-02-13 2022-12-31 13F UNIVERSAL DISPLAY COM 91347P105 706,298 12,046 1.74 76 -99.88 0.0107
2022-11-14 2022-09-30 13F UNIVERSAL DISPLAY COM 91347P105 694,252 16,603 2.45 65,502 -4.43 0.0099
2022-08-12 2022-06-30 13F UNIVERSAL DISPLAY COM 91347P105 677,649 64,804 10.57 68,537 -33.01 0.0100
2022-05-13 2022-03-31 13F UNIVERSAL DISPLAY COM 91347P105 612,845 17,307 2.91 102,314 4.10 0.0128
2022-02-11 2021-12-31 13F UNIVERSAL DISPLAY COM 91347P105 595,538 22,547 3.93 98,283 0.33 0.0118
2021-11-12 2021-09-30 13F UNIVERSAL DISPLAY COM 91347P105 572,991 7,063 1.25 97,958 -22.14 0.0132
2021-08-13 2021-06-30 13F UNIVERSAL DISPLAY COM 91347P105 565,928 5,874 1.05 125,821 -5.12 0.0173
2021-05-12 2021-03-31 13F UNIVERSAL DISPLAY COM 91347P105 560,054 16,719 3.08 132,605 6.21 0.0203
2021-02-12 2020-12-31 13F UNIVERSAL DISPLAY COM 91347P105 543,335 17,922 3.41 124,856 31.48 0.0210
2020-11-13 2020-09-30 13F UNIVERSAL DISPLAY COM 91347P105 525,413 -21,085 -3.86 94,965 16.14 0.0186
2020-08-13 2020-06-30 13F UNIVERSAL DISPLAY COM 91347P105 546,498 2,854 0.52 81,765 14.14 0.0175
2020-05-14 2020-03-31 13F UNIVERSAL DISPLAY COM 91347P105 543,644 19,794 3.78 71,638 -33.64 0.0187
2020-02-20 2019-12-31 13F/A-1 UNIVERSAL DISPLAY COM 91347P105 523,850 53,126 11.29 107,949 36.59 0.0226
2020-02-13 2019-12-31 13F UNIVERSAL DISPLAY COM 91347P105 523,850 53,126 107,949 13,757.1535
2019-11-12 2019-09-30 13F UNIVERSAL DISPLAY COM 91347P105 470,724 6,053 1.30 79,034 -9.56 0.0184
2019-08-14 2019-06-30 13F UNIVERSAL DISPLAY COM 91347P105 464,671 12,128 2.68 87,386 26.33 0.0211
2019-05-14 2019-03-31 13F UNIVERSAL DISPLAY COM 91347P105 452,543 20,636 4.78 69,171 71.16 0.0179
2019-03-06 2018-12-31 13F/A-1 UNIVERSAL DISPLAY COM 91347P105 431,907 32,314 8.09 40,413 -14.22 0.0125
2019-02-13 2018-12-31 13F UNIVERSAL DISPLAY COM 91347P105 431,907 32,314 40,413
2018-11-13 2018-09-30 13F UNIVERSAL DISPLAY COM 91347P105 399,593 11,729 3.02 47,112 41.24 0.0133
2018-08-14 2018-06-30 13F UNIVERSAL DISPLAY COM 91347P105 387,864 18,933 5.13 33,356 -10.48 0.0103
2018-05-15 2018-03-31 13F UNIVERSAL DISPLAY COM 91347P105 368,931 3,810 1.04 37,262 -40.89 0.0121
2018-02-13 2017-12-31 13F UNIVERSAL DISPLAY COM 91347P105 365,121 5,133 1.43 63,038 35.90 0.0214
2017-11-14 2017-09-30 13F UNIVERSAL DISPLAY COM 91347P105 359,988 1,332 0.37 46,384 18.38 0.0171
2017-08-14 2017-06-30 13F UNIVERSAL DISPLAY COM 91347P105 358,656 2,852 0.80 39,183 27.91 0.0154
2017-06-21 2017-03-31 13F/A-1 UNIVERSAL DISPLAY CORP COM COM 91347P105 355,804 15,764 4.64 30,634 60.02 0.0126
2017-05-12 2017-03-31 13F UNIVERSAL DISPLAY CORP COM COM 91347P105 355,804 30,634
2017-02-14 2016-12-31 13F UNIVERSAL DISPLAY CORP COM COM 91347P105 340,040 30,288 9.78 19,144 11.34 0.0089
2016-11-10 2016-09-30 13F UNIVERSAL DISPLAY CORP COM COM 91347P105 309,752 12,338 4.15 17,194 -14.73 0.0087
2016-08-12 2016-06-30 13F UNIVERSAL DISPLAY CORP COM COM 91347P105 297,414 6,472 2.22 20,164 28.11 0.0110
2016-05-13 2016-03-31 13F UNIVERSAL DISPLAY CORP COM COM 91347P105 290,942 12,527 4.50 15,739 3.85 0.0084
2016-02-12 2015-12-31 13F UNIVERSAL DISPLAY CORP COM COM 91347P105 278,415 20,959 8.14 15,156 73.67 0.0086
2015-11-13 2015-09-30 13F UNIVERSAL DISPLAY CORP COM COM 91347P105 257,456 2,944 1.16 8,727 -33.71 0.0053
2015-08-14 2015-06-30 13F UNIVERSAL DISPLAY CORP COM COM 91347P105 254,512 14,120 5.87 13,165 17.15 0.0075
2015-05-14 2015-03-31 13F UNIVERSAL DISPLAY CORP COM COM 91347P105 240,392 3,524 1.49 11,238 70.97 0.0064
2015-02-12 2014-12-31 13F UNIVERSAL DISPLAY CORP COM COM 91347P105 236,868 3,935 1.69 6,573 -13.54 0.0039
2014-11-14 2014-09-30 13F UNIVERSAL DISPLAY CORP COM COM 91347P105 232,933 2,974 1.29 7,602 2.99 0.0049
2014-08-13 2014-06-30 13F UNIVERSAL DISPLAY CORP COM COM 91347P105 229,959 8,538 3.86 7,381 4.47 0.0048
2014-05-14 2014-03-31 13F UNIVERSAL DISPLAY CORP COM COM 91347P105 221,421 19,753 9.79 7,065 1.98 0.0047
2014-02-14 2013-12-31 13F UNIVERSAL DISPLAY CORP COM COM 91347P105 201,668 18,525 10.12 6,928 18.10 0.0048
2013-11-14 2013-09-30 13F UNIVERSAL DISPLAY CORP COM COM 91347P105 183,143 11,795 6.88 5,866 21.78 0.0047
2013-08-14 2013-06-30 13F UNIVERSAL DISPLAY CORP COM COM 91347P105 171,348 171,348 4,817 0.0042
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.