Universal Display Corporation
US ˙ NasdaqGS ˙ US91347P1057

SecurityOLED / Universal Display Corporation
InstitutionStifel Financial Corp
Latest Disclosed Ownership183,588 shares
Latest Disclosed Value $ 16,827,875
Stifel Financial Corp reports 19.12% increase in ownership of OLED / Universal Display Corporation

On May 12, 2026 - Stifel Financial Corp filed a 13F-HR form disclosing ownership of 183,588 shares of Universal Display Corporation (US:OLED) valued at $16,827,676 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 154,117 shares of Universal Display Corporation. This represents a change in shares of 19.12% during the quarter. The current value of the position is $16,557,802 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)
2026-05-12 2026-03-31 13F UNIVERSAL DISPLAY COM 91347P105 183,588 29,471 19.12 16,828 -6.50 0.0036
2026-02-13 2025-12-31 13F UNIVERSAL DISPLAY COM 91347P105 154,117 -19,299 -11.13 17,998 -27.74 0.0162
2025-11-12 2025-09-30 13F UNIVERSAL DISPLAY COM 91347P105 173,416 -5,753 -3.21 24,908 -10.00 0.0227
2025-08-14 2025-06-30 13F UNIVERSAL DISPLAY COM 91347P105 179,169 7,894 4.61 27,675 15.84 0.0269
2025-05-14 2025-03-31 13F UNIVERSAL DISPLAY COM 91347P105 171,275 56,729 49.53 23,889 42.65 0.0254
2025-02-13 2024-12-31 13F UNIVERSAL DISPLAY COM 91347P105 114,546 -5,688 -4.73 16,747 -33.65 0.0174
2024-11-14 2024-09-30 13F UNIVERSAL DISPLAY COM 91347P105 120,234 80,162 200.04 25,237 199.55 0.0265
2024-08-13 2024-06-30 13F UNIVERSAL DISPLAY COM 91347P105 40,072 -799 -1.95 8,425 22.39 0.0095
2024-05-14 2024-03-31 13F UNIVERSAL DISPLAY COM 91347P105 40,871 -728 -1.75 6,885 -13.47 0.0078
2024-02-12 2023-12-31 13F UNIVERSAL DISPLAY COM 91347P105 41,599 554 1.35 7,956 23.48 0.0100
2023-11-13 2023-09-30 13F UNIVERSAL DISPLAY COM 91347P105 41,045 -682 -1.63 6,444 7.13 0.0091
2023-08-14 2023-06-30 13F UNIVERSAL DISPLAY COM 91347P105 41,727 2,017 5.08 6,014 -2.37 0.0082
2023-05-12 2023-03-31 13F UNIVERSAL DISPLAY COM 91347P105 39,710 1,130 2.93 6,160 47.79 0.0088
2023-02-13 2022-12-31 13F UNIVERSAL DISPLAY COM 91347P105 38,580 1,608 4.35 4,168 19.50 0.0063
2022-11-14 2022-09-30 13F UNIVERSAL DISPLAY COM 91347P105 36,972 1,433 4.03 3,488 -2.98 0.0057
2022-08-15 2022-06-30 13F UNIVERSAL DISPLAY COM 91347P105 35,539 1,186 3.45 3,595 -37.31 0.0056
2022-05-13 2022-03-31 13F UNIVERSAL DISPLAY COM 91347P105 34,353 2,560 8.05 5,735 9.30 0.0078
2022-02-14 2021-12-31 13F UNIVERSAL DISPLAY COM 91347P105 31,793 972 3.15 5,247 -0.42 0.0069
2021-11-15 2021-09-30 13F UNIVERSAL DISPLAY COM 91347P105 30,821 1,052 3.53 5,269 -20.38 0.0077
2021-08-13 2021-06-30 13F UNIVERSAL DISPLAY COM 91347P105 29,769 -5,169 -14.79 6,618 -20.00 0.0099
2021-05-14 2021-03-31 13F UNIVERSAL DISPLAY COM 91347P105 34,938 510 1.48 8,272 4.56 0.0136
2021-02-12 2020-12-31 13F UNIVERSAL DISPLAY COM 91347P105 34,428 -2,799 -7.52 7,911 17.57 0.0141
2020-11-16 2020-09-30 13F UNIVERSAL DISPLAY COM 91347P105 37,227 4,327 13.15 6,729 36.68 0.0138
2020-08-14 2020-06-30 13F UNIVERSAL DISPLAY COM 91347P105 32,900 3,964 13.70 4,923 29.25 0.0113
2020-05-14 2020-03-31 13F UNIVERSAL DISPLAY COM 91347P105 28,936 -618 -2.09 3,809 -37.50 0.0105
2020-02-13 2019-12-31 13F UNIVERSAL DISPLAY COM 91347P105 29,554 3,272 12.45 6,094 38.06 0.0127
2019-11-19 2019-09-30 13F/A-1 UNIVERSAL DISPLAY COM 91347P105 26,282 -6,031 -18.66 4,414 -27.39 0.0113
2019-11-13 2019-09-30 13F UNIVERSAL DISPLAY COM 91347P105 26,282 -6,031 4,414 2,474.2682
2019-08-14 2019-06-30 13F UNIVERSAL DISPLAY COM 91347P105 32,313 -2,281 -6.59 6,079 14.96 0.0157
2019-05-14 2019-03-31 13F UNIVERSAL DISPLAY COM 91347P105 34,594 781 2.31 5,288 67.08 0.0149
2019-02-13 2018-12-31 13F UNIVERSAL DISPLAY COM 91347P105 33,813 -1,841 -5.16 3,165 -24.71 0.0102
2018-11-13 2018-09-30 13F UNIVERSAL DISPLAY COM 91347P105 35,654 28,550 401.89 4,204 589.18 0.0120
2018-08-14 2018-06-30 13F UNIVERSAL DISPLAY COM 91347P105 7,104 928 15.03 610 -2.24 0.0019
2018-05-11 2018-03-31 13F UNIVERSAL DISPLAY COM 91347P105 6,176 1,440 30.41 624 -23.53 0.0020
2018-02-14 2017-12-31 13F UNIVERSAL DISPLAY COM 91347P105 4,736 334 7.59 816 43.92 0.0026
2017-11-13 2017-09-30 13F UNIVERSAL DISPLAY COM 91347P105 4,402 1,040 30.93 567 53.24 0.0020
2017-08-14 2017-06-30 13F UNIVERSAL DISPLAY COM 91347P105 3,362 86 2.63 370 30.74 0.0014
2017-05-10 2017-03-31 13F UNIVERSAL DISPLAY COM 91347P105 3,276 -693 -17.46 283 26.91 0.0011
2017-02-16 2016-12-31 13F UNIVERSAL DISPLAY COM 91347P105 3,969 3,969 223 0.0009
2016-11-15 2016-09-30 13F UNIVERSAL DISPLAY COM 91347P105 0 -5,200 -100.00 0 -100.00
2016-08-17 2016-06-30 13F UNIVERSAL DISPLAY COM 91347P105 5,200 5,200 0.00 353 0.0016
2016-05-16 2016-03-31 13F UNIVERSAL DISPLAY COM 91347P105 0 -2,985 -100.00 0 -100.00
2016-02-16 2015-12-31 13F UNIVERSAL DISPLAY COM 91347P105 2,985 2,985 0.00 1,805 0.0083
2015-11-16 2015-09-30 13F UNIVERSAL DISPLAY COM 91347P105 0 -8,871 -100.00 0 -100.00
2015-08-17 2015-06-30 13F/A-1 UNIVERSAL DISPLAY COM 91347P105 8,871 8,871 438 0.0023
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.