Universal Display Corporation
US ˙ NasdaqGS ˙ US91347P1057

SecurityOLED / Universal Display Corporation
InstitutionSei Investments Co
Latest Disclosed Ownership122,870 shares
Latest Disclosed Value $ 14,348,194
Sei Investments Co reports 26.13% increase in ownership of OLED / Universal Display Corporation

On February 13, 2026 - Sei Investments Co filed a 13F-HR form disclosing ownership of 122,870 shares of Universal Display Corporation (US:OLED) valued at $14,348,759 USD as of December 31, 2025. The entity filed a previous 13F-HR on November 13, 2025 disclosing 97,419 shares of Universal Display Corporation. This represents a change in shares of 26.13% during the quarter. The current value of the position is $11,161,511 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)
2026-02-13 2025-12-31 13F UNIVERSAL DISPLAY COM 91347P105 122,870 25,451 26.13 14,348 2.54
2025-11-13 2025-09-30 13F UNIVERSAL DISPLAY COM 91347P105 97,419 9,592 10.92 13,993 3.15 0.0150
2025-08-14 2025-06-30 13F UNIVERSAL DISPLAY COM 91347P105 87,827 20,204 29.88 13,566 43.79 0.0157
2025-05-14 2025-03-31 13F/A-1 UNIVERSAL DISPLAY COM 91347P105 67,623 -1,617 -2.34 9,434 -6.80 0.0121
2025-05-13 2025-03-31 13F UNIVERSAL DISPLAY COM 91347P105 71,022 1,782 10,279 0.0112
2025-02-11 2024-12-31 13F UNIVERSAL DISPLAY COM 91347P105 69,240 -16,798 -19.52 10,122 -43.95 0.0130
2024-11-12 2024-09-30 13F UNIVERSAL DISPLAY COM 91347P105 86,038 -4,055 -4.50 18,061 -4.64 0.0235
2024-08-13 2024-06-30 13F UNIVERSAL DISPLAY COM 91347P105 90,093 18,404 25.67 18,940 56.83 0.0268
2024-05-07 2024-03-31 13F UNIVERSAL DISPLAY COM 91347P105 71,689 -1,646 -2.24 12,076 -13.90 0.0177
2024-02-14 2023-12-31 13F UNIVERSAL DISPLAY COM 91347P105 73,335 -7,203 -8.94 14,027 10.94 0.0225
2023-11-14 2023-09-30 13F UNIVERSAL DISPLAY COM 91347P105 80,538 28,415 54.52 12,644 68.33 0.0227
2023-08-11 2023-06-30 13F UNIVERSAL DISPLAY COM 91347P105 52,123 -14,868 -22.19 7,512 -27.72 0.0131
2023-05-12 2023-03-31 13F UNIVERSAL DISPLAY COM 91347P105 66,991 6,701 11.11 10,393 59.56 0.0193
2023-02-10 2022-12-31 13F UNIVERSAL DISPLAY COM 91347P105 60,290 7,816 14.89 6,514 31.55 0.0145
2022-11-14 2022-09-30 13F UNIVERSAL DISPLAY COM 91347P105 52,474 8,279 18.73 4,951 9.17 0.0110
2022-08-15 2022-06-30 13F UNIVERSAL DISPLAY COM 91347P105 44,195 909 2.10 4,535 -37.48 0.0098
2022-05-13 2022-03-31 13F UNIVERSAL DISPLAY COM 91347P105 43,286 6,934 19.07 7,254 20.26 0.0146
2022-02-14 2021-12-31 13F UNIVERSAL DISPLAY COM 91347P105 36,352 7,786 27.26 6,032 22.48 0.0113
2021-11-12 2021-09-30 13F UNIVERSAL DISPLAY COM 91347P105 28,566 -7,465 -20.72 4,925 -38.64 0.0103
2021-08-06 2021-06-30 13F UNIVERSAL DISPLAY COM 91347P105 36,031 -6,971 -16.21 8,027 -21.13 0.0178
2021-05-12 2021-03-31 13F UNIVERSAL DISPLAY COM 91347P105 43,002 9,171 27.11 10,177 30.91 0.0256
2021-02-08 2020-12-31 13F UNIVERSAL DISPLAY COM 91347P105 33,831 -3,872 -10.27 7,774 14.19 0.0201
2020-12-04 2020-09-30 13F/A-1 UNIVERSAL DISPLAY COM 91347P105 37,703 -45,280 -54.57 6,808 -45.19 0.0197
2020-11-06 2020-09-30 13F UNIVERSAL DISPLAY COM 91347P105 37,951 -45,032 6,853 16,500.5003
2020-08-17 2020-06-30 13F/A-1 UNIVERSAL DISPLAY COM 91347P105 82,983 30,232 57.31 12,422 78.32 0.0385
2020-08-11 2020-06-30 13F UNIVERSAL DISPLAY COM 91347P105 35,229 -17,522 7,230 19,611.7599
2020-05-14 2020-03-31 13F UNIVERSAL DISPLAY COM 91347P105 52,751 10,357 24.43 6,966 -20.26 0.0256
2020-02-06 2019-12-31 13F UNIVERSAL DISPLAY COM 91347P105 42,394 10,068 31.15 8,736 60.18 0.0261
2019-11-12 2019-09-30 13F UNIVERSAL DISPLAY COM 91347P105 32,326 4,747 17.21 5,454 5.39 0.0140
2019-08-14 2019-06-30 13F UNIVERSAL DISPLAY COM 91347P105 27,579 5,079 22.57 5,175 50.48 0.0169
2019-05-15 2019-03-31 13F UNIVERSAL DISPLAY COM 91347P105 22,500 -11,470 -33.77 3,439 -14.13 0.0115
2019-02-13 2018-12-31 13F UNIVERSAL DISPLAY COM 91347P105 33,970 0 0.00 4,005 0.00 0.0143
2018-11-08 2018-09-30 13F UNIVERSAL DISPLAY COM 91347P105 33,970 -22,688 -40.04 4,005 -17.80 0.0145
2018-08-03 2018-06-30 13F UNIVERSAL DISPLAY COM 91347P105 56,658 -2,575 -4.35 4,872 -18.57 0.0166
2018-05-11 2018-03-31 13F UNIVERSAL DISPLAY COM 91347P105 59,233 -30,955 -34.32 5,983 -61.57 0.0229
2018-02-08 2017-12-31 13F UNIVERSAL DISPLAY COM 91347P105 90,188 1,329 1.50 15,570 35.99 0.0541
2017-11-06 2017-09-30 13F UNIVERSAL DISPLAY COM 91347P105 88,859 748 0.85 11,449 18.94 0.0407
2017-07-31 2017-06-30 13F UNIVERSAL DISPLAY COM 91347P105 88,111 -14,784 -14.37 9,626 8.65 0.0384
2017-05-05 2017-03-31 13F UNIVERSAL DISPLAY COM 91347P105 102,895 59,922 139.44 8,860 266.27 0.0388
2017-02-02 2016-12-31 13F UNIVERSAL DISPLAY COM 91347P105 42,973 34,419 402.37 2,419 409.26 0.0117
2016-11-04 2016-09-30 13F UNIVERSAL DISPLAY COM 91347P105 8,554 1,470 20.75 475 -1.04 0.0024
2016-08-11 2016-06-30 13F UNIVERSAL DISPLAY COM 91347P105 7,084 2,218 45.58 480 82.51 0.0029
2016-05-10 2016-03-31 13F/A-1 UNIVERSAL DISPLAY COM 91347P105 4,866 4,866 0.00 263 0.0016
2016-02-03 2015-12-31 13F DIREXION SHS ETF TR COM 91347P105 0 -13,433 -100.00 0 -100.00
2015-11-02 2015-09-30 13F/A-1 UNIVERSAL DISPLAY COM 91347P105 13,433 13,433 455 0.0042
2015-10-30 2015-09-30 13F DIREXION SHS ETF TR COM 91347P105 13,433 456
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.