OLED Stock Down 35% This Past Year, but One Fund Invested $9 Million More Anyway

2026-03-11 14:53:55 ET

Numerai GP disclosed a buy of Universal Display Corporation (NASDAQ:OLED) in a February 17, 2026, SEC filing, increasing its stake by 71,257 shares, with the estimated trade valued at approximately $9.24 million based on quarterly average pricing.

According to a SEC filing dated February 17, 2026, Numerai GP increased its position in Universal Display Corporation (NASDAQ:OLED) by 71,257 shares during the fourth quarter of 2025. The estimated transaction value was approximately $9.24 million, based on the period’s average share price. The fund’s OLED stake ended the quarter at 75,391 shares, valued at $8.80 million. The net position change of $8.21 million reflects both the share increase and market price movement.

Universal Display Corporation is a leading innovator in OLED technology, leveraging a substantial patent portfolio and proprietary materials to serve the global display and lighting industries. The company’s strategy emphasizes research and development, licensing, and close collaboration with manufacturers to enable next-generation display and lighting products. Its competitive edge stems from its intellectual property strength and its ability to supply high-performance OLED materials at scale.

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