Cross-institution positioning
Aug 12, 2026Reduction leaning. 1 accumulating, 1 reducing, 3 exited across 5 comparable institutions.
Source: Schedule 13 researchUWMC Institutional Ownership
UWM Holdings Corp
Latest stored close $1.09 as of Oct 8, 2026 View live quote ↗
STOCKNODE Outlook
Neutral
44/100
6 tracked · 5 comparable
Latest filing
Aug 12, 2026
Positive breadth
2 positive · 4 negative
Recent close
$1.09
Research confidence
Medium
Institutional Research 31/100 · 1 accumulating · 4 reducing / exited
Ownership history
Reported ownership % history
Latest filing Aug 12, 2026
See how each tracked institution's reported ownership changed across SEC position dates. Full history is available with Investor or Pro access.
Locked preview
Unlock the reported ownership timeline
Unlock full research
Accumulating1
Newly reported1
Reducing / exited
4
52-week position
—
Institutional Intelligence
Why STOCKNODE says Neutral
What the evidence shows across the newest institutional, insider, company-event, 13F, fundamental, and price data; STOCKNODE combines these layers into a quantitative research signal while preserving each source and reporting window.
STOCKNODE Outlook
Neutral 44/100
Confidence:Medium
Why this signal
- 1 tracked institution accumulating versus 4 reducing/exited.
- 1 tracked institution shows persistent accumulation.
- 1 tracked institution show accelerating accumulation.
- Latest comparable Form 13F activity is net positive across tracked managers.
Institutional
43/100
Insiders
50/100
Fundamentals
42/100
Events
50/100
Quarterly 13F activity
Jun 30, 20262 increased/new, 0 reduced/exited across 2 managers in the latest comparable Form 13F quarter.
Source: Form 13F quarter-end holdingsInsider filing activity
Sep 1, 2026Recent Forms 3/4/5 activity is available, with no non-amendment non-derivative SEC-coded P/S transactions in the rolling 90-day window. Amendments are shown in the filing evidence but excluded from rolling activity totals.
Source: SEC Forms 3/4/5Material company events
Oct 5, 20266 non-amendment material events in the last 90 days; 4 capital-related filing/events (1 equity-related, 0 debt-related); Latest classified evidence: Other event. Registration and prospectus filings are treated as financing capacity/disclosure evidence, not proof that securities were sold.
Source: SEC 8-K / securities filing metadataSEC fundamentals
Aug 7, 2026Revenue +17.0% YoY; Net income -451.8% YoY. Periods are compared only when the SEC facts are aligned and comparable.
Source: SEC Company FactsPrice context
Sep 15, 2026Recent close is 6% through its reported 52-week range; -81.0% over one year.
Source: Stored historical price series
Latest filing decision brief
Investor / Pro
Research the latest Schedule 13G amendment from Norges Bank.
Filed Aug 12, 2026. Unlock the dated position comparison, disclosure classification, confidence, price context, and filing-specific significance analysis.
Premium research values are withheld until unlocked.
Supporting institutional evidence
Institutional Evidence
The research summary above gives the current read. This section shows the dated holder-level evidence behind it.
Latest filing
Aug 12, 2026
Latest reported position changes
Investor / Pro detailSee each institution's newest reported position against its own prior report, with position as-of date separated from SEC filed date. Institution names and filing freshness remain public below.
Fidelity / FMR
Filed May 6, 2026
Direction locked
Goldman Sachs Group
Filed Aug 10, 2026
Direction locked
Vanguard Group
Filed Mar 27, 2026
Direction locked
Norges Bank
Filed Aug 12, 2026
Direction locked
Citadel Advisors
Filed Aug 14, 2025
Direction locked
Unlock the actual direction, share change, ownership change, and classification basis.
No premium position values are sent in this locked preview.
Unlock full research
Reported direction breadth by as-of date
Locked previewComparable holder direction grouped by SEC position as-of date — never presented as trade dates.
Unlock actual accumulation vs. reduction breadth across reported position dates.
View plans
Institution comparison
Investor / Pro detailCompare each institution only with its own prior reported position. Public visitors can see who is tracked and how fresh the filing is; paid research reveals the actual comparison.
Fidelity / FMR
Filed May 6, 2026
Goldman Sachs Group
Filed Aug 10, 2026
Vanguard Group
Filed Mar 27, 2026
Norges Bank
Filed Aug 12, 2026
Citadel Advisors
Filed Aug 14, 2025
Unlock the evidence behind the score
Know who changed position, by how much, and when the SEC learned about it.
Investor and Pro reveal holder-by-holder changes, reported ownership history, dated breadth, disclosure timing, institution comparison, and filing-specific analysis without treating Schedule 13 reports as trade dates.
✓ Actual share and ownership changes
✓ Position as-of date vs. SEC filed date
✓ Deterministic direction basis
✓ Full evidence on every eligible stock
SEC Forms 3, 4 & 5
Insider activity
Reported Section 16 ownership activity. Rolling purchase/sale totals use non-derivative SEC transaction codes P and S only; amendments remain visible but are excluded from those totals.
30-day purchases00 reporting owner(s)
30-day sales00 reporting owner(s)
90-day purchase breadth0
90-day sale breadth0
View recent insider filing evidence
| Date | Reporting owner | Code | Security | Shares | Price | Ownership | Filed |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | HASANI RAMI | MExercise or conversion of derivative · derivative | Restricted Stock Units | 2.5K | $0.00 | Direct | Sep 2, 2026 |
| Sep 1, 2026 | HASANI RAMI | FTax/price withholding or payment | Class A Common Stock | 728 | $1.37 | Direct | Sep 2, 2026 |
| Sep 1, 2026 | HASANI RAMI | MExercise or conversion of derivative | Class A Common Stock | 2.5K | $1.37 | Direct | Sep 2, 2026 |
| Aug 28, 2026 | HASANI RAMI | MExercise or conversion of derivative · derivative | Restricted Stock Units | 8.0K | $0.00 | Direct | Aug 31, 2026 |
| Aug 28, 2026 | HASANI RAMI | FTax/price withholding or payment | Class A Common Stock | 2.3K | $1.49 | Direct | Aug 31, 2026 |
| Aug 28, 2026 | HASANI RAMI | MExercise or conversion of derivative | Class A Common Stock | 8.0K | $1.49 | Direct | Aug 31, 2026 |
| Aug 5, 2026 | Mat Ishbia, SFS HOLDING CORP | AGrant, award, or other acquisition · derivative | Class B Warrants (right to buy) | 15.0M | $0.00 | Indirect | Aug 7, 2026 |
| Aug 5, 2026 | Mat Ishbia, SFS HOLDING CORP | AGrant, award, or other acquisition · derivative | Class A Warrants (right to buy) | 15.0M | $0.00 | Indirect | Aug 7, 2026 |
| Jul 31, 2026 | Lawson Laura | FTax/price withholding or payment | Class A Common Stock | 783 | $1.82 | Direct | Aug 4, 2026 |
| Jul 31, 2026 | Lawson Laura | AGrant, award, or other acquisition | Class A Common Stock | 2.7K | $1.82 | Direct | Aug 4, 2026 |
| May 19, 2026 | Wilner Melinda | MExercise or conversion of derivative · derivative | Restricted Stock Units | 1.6M | $0.00 | Direct | May 21, 2026 |
| May 19, 2026 | Wilner Melinda | FTax/price withholding or payment | Class A Common Stock | 662.1K | $2.92 | Direct | May 21, 2026 |
| May 19, 2026 | Wilner Melinda | MExercise or conversion of derivative | Class A Common Stock | 1.6M | $2.92 | Direct | May 21, 2026 |
| May 19, 2026 | Elezaj Alex | MExercise or conversion of derivative · derivative | Restricted Stock Units | 1.6M | $0.00 | Direct | May 21, 2026 |
| May 19, 2026 | Elezaj Alex | FTax/price withholding or payment | Class A Common Stock | 661.7K | $2.92 | Direct | May 21, 2026 |
| May 19, 2026 | Elezaj Alex | MExercise or conversion of derivative | Class A Common Stock | 1.6M | $2.92 | Direct | May 21, 2026 |
| May 8, 2026 | Mat Ishbia, SFS HOLDING CORP | CConversion of derivative · derivative | UWM Paired Interests | 14.2K | $0.00 | Indirect | May 8, 2026 |
| May 8, 2026 | Mat Ishbia, SFS HOLDING CORP | SOpen-market or private sale | Class A Common Stock | 1.0M | $3.39 | Indirect | May 8, 2026 |
| May 7, 2026 | Mat Ishbia, SFS HOLDING CORP | SOpen-market or private sale | Class A Common Stock | 1.0M | $3.39 | Indirect | May 8, 2026 |
| May 7, 2026 | Mat Ishbia, SFS HOLDING CORP | CConversion of derivative | Class A Common Stock | 14.2K | — | Indirect | May 8, 2026 |
SEC company-event context
Material company events
Recent 8-K item classifications plus securities registration and prospectus filings. Registration or prospectus filings show financing capacity/disclosure activity; they do not by themselves prove that securities were sold.
30-day material events4
90-day capital-related4
90-day equity-related1
90-day debt-related0
View recent company-event filing evidence
| Filed | Form | 8-K item(s) | Classification | Capital context | SEC |
|---|---|---|---|---|---|
| Oct 5, 2026 | 8-K | 8.01, 9.01 | Other event; Financial statements / exhibits | — | Filing |
| Oct 1, 2026 | 8-K | 8.01, 9.01 | Other event; Financial statements / exhibits | — | Filing |
| Oct 1, 2026 | 424B7 | — | Prospectus filing | Capital-related | Filing |
| Sep 29, 2026 | 424B5 | — | Prospectus filing | Capital-related | Filing |
| Aug 6, 2026 | 8-K | 1.01, 2.02, 3.02, 5.02, 5.03, 8.01, 9.01 | Material definitive agreement; Results of operations / financial condition; Unregistered sale of equity securities; Director or executive change; Charter or bylaw change; Other event; Financial statements / exhibits | Equity | Filing |
| Aug 5, 2026 | S-3ASR | — | Shelf securities registration | Capital-related | Filing |
| Jun 3, 2026 | 8-K | 5.07 | Shareholder vote results | — | Filing |
| May 13, 2026 | 8-K | 7.01, 9.01 | Regulation FD disclosure; Financial statements / exhibits | — | Filing |
| May 12, 2026 | 8-K | 7.01, 9.01 | Regulation FD disclosure; Financial statements / exhibits | — | Filing |
| May 11, 2026 | 8-K | 7.01, 9.01 | Regulation FD disclosure; Financial statements / exhibits | — | Filing |
| May 6, 2026 | 8-K | 2.02, 7.01, 9.01 | Results of operations / financial condition; Regulation FD disclosure; Financial statements / exhibits | — | Filing |
| May 4, 2026 | 8-K | 7.01, 9.01 | Regulation FD disclosure; Financial statements / exhibits | — | Filing |
SEC-reported company fundamentals
Fundamentals
Period-aligned SEC facts. Comparisons appear only when periods and units are comparable.
Revenue
$888.0M
Q2 2026
+17.0% YoY 10-Q filed Aug 7, 2026
Net income
$-80.6M
Q2 2026
-451.8% YoY 10-Q filed Aug 7, 2026
Diluted EPS
$-0.24
Q2 2026
-318.2% YoY 10-Q filed Aug 7, 2026
Operating cash flow
$-1.9B
YTD through Jun 30, 2026
-674.9% YoY 10-Q filed Aug 7, 2026
Free cash flow
$-1.9B
YTD through Jun 30, 2026
-769.2% YoY 10-Q filed Aug 7, 2026
Cash & equivalents
$498.4M
As of Jun 30, 2026
+1.7% YoY 10-Q filed Aug 7, 2026
Assets
$17.9B
As of Jun 30, 2026
+29.2% YoY 10-Q filed Aug 7, 2026
Liabilities
$17.0B
As of Jun 30, 2026
+39.7% YoY 10-Q filed Aug 7, 2026
Stockholders’ equity
$985.3M
As of Jun 30, 2026
-43.6% YoY 10-Q filed Aug 7, 2026
View recent revenue trend
Quarterly
| Period | Revenue | YoY |
|---|---|---|
| Ended Jun 30, 2026 | $888.0M | +17.0% |
| Ended Mar 31, 2026 | $901.4M | +47.0% |
| Ended Sep 30, 2025 | $843.3M | +13.1% |
| Ended Jun 30, 2025 | $758.7M | +21.9% |
Annual
| Period | Revenue | YoY |
|---|---|---|
| Ended Dec 31, 2025 | $3.2B | +18.2% |
| Ended Dec 31, 2024 | $2.7B | +23.5% |
| Ended Dec 31, 2023 | $2.2B | -8.7% |
| Ended Dec 31, 2022 | $2.4B | -20.1% |
Current market context
Price performance
Dated price context from the historical market series already collected for this security.
Recent stored close
$1.28
View live quote ↗
52-week low
$0.93
Aug 6, 2026
52-week high
$7.09
Sep 17, 2025
Below 52-week high
81.9%
1W return
-7.9%
1M return
-19.5%
3M return
-45.5%
6M return
-65.0%
YTD return
-70.8%
1Y return
-81.0%
30-day volatility
142.9%
90-day volatility
92.8%
1Y max drawdown
-82.2%
Returns are close-to-close price changes. Volatility and drawdown are factual historical context, not recommendations.
How to read Schedule 13 ownership changes
Schedule 13G/13D reports beneficial ownership at an observation date. “Accumulation” or “reduction” is inferred from changes in reported shares when available; it is not a list of individual trades or exact execution prices.
Form 13F rows are quarter-end holding context only and do not establish an exact entry date.
For more context, see how to read a Schedule 13G, filing date vs event date, or Schedule 13G vs Schedule 13D.
Current ownership filings and reported ownership changes are available on free access. Investor and Pro add filing-specific significance scoring, disclosure-speed analysis, confirmation/divergence signals, and alerts. The overall institutional consensus preview remains public. Compare plans.
Beneficial ownership filing history
Showing 3 of 30 filing(s) · 27 older require more history accessView beneficial ownership filing evidence
| Holder | Observed / filed | Reported change | Shares | Ownership | Observation | Filing | Latest |
|---|---|---|---|---|---|---|---|
| Norges Bank CIK0001374170 | Jun 30, 2026 observed Aug 12, 2026 filed · 43d Schedule 13G amendment | Exit below reporting threshold | 13.8M -10.2M | 4.05% -4.05 pts | $2.29 | $1.41 | $1.09 |
| Goldman Sachs Group CIK0000886982 | Jun 30, 2026 observed Aug 10, 2026 filed · 41d Initial Schedule 13G | Initial Schedule 13G | 17.4K | 5.10% | $2.29 | $1.41 | $1.09 |
| Norges Bank CIK0001374170 | Mar 31, 2026 observed May 11, 2026 filed · 41d Initial Schedule 13G | Initial Schedule 13G | 23.9M | 8.11% | $3.62 | $3.33 | $1.09 |
Explore more institutional activity
Related research
Compare UWMC with other securities showing similar institutional activity or recent accumulation across several tracked institutions.