$ULBI

$6.36 +$0.35 (5.82%) Close

$ULBI Overview Financial Statements SEC Filings Executives News Red Flags Capital Raising Ownership Insider Transactions Congressional Trades

Ownership

13F as of Q2 2026 · 16.7M shares outstanding

Who owns ULBI?

By type of holder

Institutions 32.0% Insiders 0.0% Everyone else 68.0%

Concentration Top 10 holders own 89.7%

Whitmore Bradford T 39.6% · Sunray I, LLC 26.7%

Institutional ownership

32.0%

0.0 pts vs last qtr

Institutional holders

+1 vs last qtr

Net shares bought

+6.0K

by institutions in Q2 2026

New / sold out

5 / 4

positions opened vs closed

How is ownership changing?

Institutions, last 8 quarters

Biggest buyers in Q2 2026

Maridea Wealth Management LLC NEW +42.7K
Janney Montgomery Scott LLC +42.4K

Biggest sellers in Q2 2026

Dimensional Fund Advisors LP −31.1K
Renaissance Technologies LLC −26.3K

Who is planning to sell?

No insider has filed a notice of proposed sale (Form 144) for Ultralife Corp in the last 12 months.

Is your stake being diluted?

Diluted share count, FY2016–FY2025

+8.0%

+0.86% a year

Each share's claim on the business

−7.4%

shrank without buying or selling a share

Spent on buybacks vs paid in stock

$3.31M vs $7.56M

over 10 fiscal years

Diluted shares, split-adjusted

Buybacks Stock-based comp

How patient are the owners?

Institutional shares by how long they've been held

5+ years71% 3–5 years1% 1–3 years24% Under 1 year4%

Quarterly turnover

2.6%

of institutional shares changed hands

Top 10 managers, median time held

5 years

Super Investors

Investment managers reporting ULBI on Form 13F

Holder	Shares	% of company	Change vs last qtr	Held since	% of their book
VW Visionary Wealth Advisors	1.1M	6.66%	+3.0K (+0.3%)	≤2021	0.3%
Shares held by quarter Peak holding1.3M (Q4'24) Change over 8 quarters+4.7K Share of the company6.660% Visionary Wealth Advisors's full portfolio →
DF Dimensional Fund Advisors LP	963.7K	5.78%	−31.1K (−3.1%)	≤2021	0.0%
Shares held by quarter Peak holding1.1M (Q4'24) Change over 8 quarters−82.7K Share of the company5.780% Dimensional Fund Advisors LP's full portfolio →

Visionary Wealth Advisors

1.1M

% of company

6.66%

Change vs last qtr

+3.0K (+0.3%)

Held since

≤2021

Dimensional Fund Advisors LP

963.7K

% of company

5.78%

Change vs last qtr

−31.1K (−3.1%)

Held since

≤2021

27 more super investors behind a free account

See every manager holding Ultralife Corp, how their position has changed, and how long they've held it.

Institutional Funds

Mutual funds and ETFs reporting ULBI on Form N-PORT; together they hold 10.5% of the company

Fund	Position value	Shares	% of company	% of the fund	As of
VT Vanguard Total Stock Market Index Fund Vanguard Index Funds	$2.15M	339.6K	2.04%	0.00%	June 30, 2026
US U.S. Small Cap Value Portfolio Dfa Investment Dimensions Group Inc	$1.05M	203.0K	1.22%	0.01%	July 31, 2026

Vanguard Total Stock Market Index Fund

Vanguard Index Funds

Position value

$2.15M

% of company

2.04%

% of the fund

0.00%

As of

June 30, 2026

U.S. Small Cap Value Portfolio

Dfa Investment Dimensions Group Inc

Position value

$1.05M

% of company

1.22%

% of the fund

0.01%

As of

July 31, 2026

23 more funds behind a free account

See every fund holding Ultralife Corp and how much of the fund the position is.

Insiders and 5%+ holders

From Forms 3/4/5 and Schedules 13D/G

Holder	Shares	% of company	Change vs last qtr	8 quarters	Held since	% of their book
WB Whitmore Bradford T 5%+ holder 13D · 39.6%	6.6M	39.61%	—	—	—	—
This holder reports through Schedule 13D/G, not a quarterly 13F. Share of the company39.610% Disclosed stake13D · 39.6% View the 13D/G filing →
SI Sunray I, LLC 5%+ holder 13D · 26.7%	4.5M	26.72%	—	—	—	—
This holder reports through Schedule 13D/G, not a quarterly 13F. Share of the company26.720% Disclosed stake13D · 26.7% View the 13D/G filing →

Whitmore Bradford T

5%+ holder13D · 39.6%

6.6M

% of company

39.61%

Change vs last qtr

—

Held since

—

Sunray I, LLC

5%+ holder13D · 26.7%

4.5M

% of company

26.72%

Change vs last qtr

—

Held since

—

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