Univest Financial Corporation
DE ˙ DB ˙ US9152711001
32,80 € ↓ -0,60 (-1,80%)
2026-06-04
DEL PRIS
SecurityDE:UVE / Univest Financial Corporation
InstitutionRenaissance Technologies Llc
ManagerJames Simons
Latest Disclosed Ownership583,734 shares
Latest Disclosed Value $ 19,998,727
Renaissance Technologies Llc reports 8.11% decrease in ownership of UVE / Univest Financial Corporation

On May 14, 2026 - Renaissance Technologies Llc filed a 13F-HR form disclosing ownership of 583,734 shares of Univest Financial Corporation (DE:UVE) valued at $16,694,792 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 635,230 shares of Univest Financial Corporation. This represents a change in shares of -8.11% during the quarter. The current value of the position is $19,146,475 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)
2026-05-14 2026-03-31 13F UNIVEST FINANCIAL CORPORATIO COM 915271100 583,734 -51,496 -8.11 19,999 -3.84 0.0313
2026-02-12 2025-12-31 13F UNIVEST FINANCIAL CORPORATIO COM 915271100 635,230 -8,059 -1.25 20,797 7.70 0.0323
2025-11-13 2025-09-30 13F UNIVEST FINANCIAL CORPORATIO COM 915271100 643,289 17,800 2.85 19,312 2.78 0.0255
2025-08-13 2025-06-30 13F UNIVEST FINANCIAL CORPORATIO COM 915271100 625,489 -18,780 -2.91 18,790 2.84 0.0250
2025-05-14 2025-03-31 13F UNIVEST FINANCIAL CORPORATIO COM 915271100 644,269 15,580 2.48 18,271 -1.51 0.0277
2025-02-13 2024-12-31 13F UNIVEST FINANCIAL CORPORATIO COM 915271100 628,689 -22,200 -3.41 18,553 1.29 0.0275
2024-11-13 2024-09-30 13F UNIVEST FINANCIAL CORPORATIO COM 915271100 650,889 -8,400 -1.27 18,316 21.69 0.0275
2024-08-09 2024-06-30 13F UNIVEST FINANCIAL CORPORATIO COM 915271100 659,289 -900 -0.14 15,052 115,676.92 0.0255
2024-05-13 2024-03-31 13F UNIVEST FINANCIAL CORPORATIO COM 915271100 660,189 -10,900 -1.62 14 -7.14 0.0216
2024-02-13 2023-12-31 13F UNIVEST FINANCIAL CORPORATIO COM 915271100 671,089 -28,680 -4.10 15 16.67 0.0229
2023-11-14 2023-09-30 13F UNIVEST FINANCIAL CORPORATIO COM 915271100 699,769 5,300 0.76 12 0.00 0.0207
2023-08-11 2023-06-30 13F UNIVEST FINANCIAL CORPORATIO COM 915271100 694,469 18,380 2.72 13 -25.00 0.0181
2023-05-12 2023-03-31 13F UNIVEST FINANCIAL CORPORATIO COM 915271100 676,089 -33,080 -4.66 16 -11.11 0.0213
2023-02-13 2022-12-31 13F UNIVEST FINANCIAL CORPORATIO COM 915271100 709,169 -40,700 -5.43 19 -99.90 0.0254
2022-11-14 2022-09-30 13F UNIVEST FINANCIAL CORPORATIO COM 915271100 749,869 -56,720 -7.03 17,607 -14.20 0.0249
2022-08-12 2022-06-30 13F UNIVEST FINANCIAL CORPORATIO COM 915271100 806,589 -46,180 -5.42 20,520 -10.08 0.0243
2022-05-13 2022-03-31 13F UNIVEST FINANCIAL CORPORATIO COM 915271100 852,769 9,042 1.07 22,820 -9.60 0.0268
2022-02-11 2021-12-31 13F UNIVEST FINANCIAL CORPORATIO COM 915271100 843,727 -16,462 -1.91 25,244 7.14 0.0314
2021-11-12 2021-09-30 13F UNIVEST FINANCIAL CORPORATIO COM 915271100 860,189 -33,880 -3.79 23,561 -0.07 0.0304
2021-08-13 2021-06-30 13F UNIVEST FINANCIAL CORPORATIO COM 915271100 894,069 -62,820 -6.57 23,577 -13.82 0.0294
2021-05-13 2021-03-31 13F UNIVEST FINANCIAL CORPORATIO COM 915271100 956,889 -135,280 -12.39 27,357 21.71 0.0340
2021-02-10 2020-12-31 13F UNIVEST FINANCIAL CORPORATIO COM 915271100 1,092,169 -89,000 -7.53 22,477 32.43 0.0244
2020-11-13 2020-09-30 13F UNIVEST FINANCIAL CORPORATIO COM 915271100 1,181,169 -22,100 -1.84 16,973 -12.60 0.0169
2020-08-13 2020-06-30 13F UNIVEST FINANCIAL CORPORATIO COM 915271100 1,203,269 -3,800 -0.31 19,421 -1.41 0.0168
2020-05-14 2020-03-31 13F UNIVEST FINANCIAL CORPORATIO COM 915271100 1,207,069 14,300 1.20 19,699 -38.33 0.0191
2020-02-13 2019-12-31 13F UNIVEST FINANCIAL CORPORATIO COM 915271100 1,192,769 1,900 0.16 31,942 5.15 0.0245
2019-11-13 2019-09-30 13F UNIVEST FINANCIAL CORPORATIO COM 915271100 1,190,869 68,400 6.09 30,379 3.06 0.0257
2019-08-12 2019-06-30 13F UNIVEST FINANCIAL CORPORATIO COM 915271100 1,122,469 59,800 5.63 29,476 13.40 0.0260
2019-05-14 2019-03-31 13F UNIVEST FINANCIAL CORPORATIO COM 915271100 1,062,669 146,100 15.94 25,993 31.48 0.0236
2019-02-12 2018-12-31 13F UNIVEST CORP PA COM 915271100 916,569 77,000 9.17 19,770 -10.97 0.0216
2018-11-13 2018-09-30 13F UNIVEST CORP PA COM 915271100 839,569 185,880 28.44 22,207 23.54 0.0228
2018-08-13 2018-06-30 13F/A-1 UNIVEST CORP PA COM 915271100 653,689 86,800 15.31 17,976 14.47 0.0196
2018-08-13 2018-06-30 13F UNIVEST CORP PA COM 915271100 566,889 15,703
2018-05-14 2018-03-31 13F UNIVEST CORP PA COM 915271100 566,889 52,300 10.16 15,703 8.79 0.0172
2018-02-13 2017-12-31 13F UNIVEST CORP PA COM 915271100 514,589 20,500 4.15 14,434 -8.71 0.0159
2017-11-13 2017-09-30 13F UNIVEST CORP PA COM 915271100 494,089 27,200 5.83 15,811 13.07 0.0186
2017-08-11 2017-06-30 13F UNIVEST CORP PA COM 915271100 466,889 -30,680 -6.17 13,983 8.50 0.0178
2017-05-12 2017-03-31 13F UNIVEST CORP PA COM 915271100 497,569 85,480 20.74 12,887 1.20 0.0180
2017-02-13 2016-12-31 13F UNIVEST CORP PA COM 915271100 412,089 -33,880 -7.60 12,734 22.23 0.0201
2016-11-14 2016-09-30 13F UNIVEST CORP PA COM 915271100 445,969 100,069 28.93 10,418 43.28 0.0184
2016-08-12 2016-06-30 13F UNIVEST CORP PA COM 915271100 345,900 16,300 4.95 7,271 13.08 0.0138
2016-05-13 2016-03-31 13F UNIVEST CORP PA COM 915271100 329,600 90,466 37.83 6,430 28.91 0.0122
2016-02-11 2015-12-31 13F UNIVEST CORP PA COM 915271100 239,134 51,734 27.61 4,988 38.48 0.0109
2015-11-12 2015-09-30 13F UNIVEST CORP PA COM 915271100 187,400 31,649 20.32 3,602 13.59 0.0086
2015-08-14 2015-06-30 13F UNIVEST CORP PA COM 915271100 155,751 75,013 92.91 3,171 98.44 0.0072
2015-05-13 2015-03-31 13F UNIVEST CORP PA COM 915271100 80,738 39,638 96.44 1,598 92.07 0.0034
2015-02-13 2014-12-31 13F UNIVEST CORP PA COM 915271100 41,100 16,326 65.90 832 78.92 0.0020
2014-11-12 2014-09-30 13F UNIVEST CORP PA COM 915271100 24,774 13,674 123.19 465 102.17 0.0013
2014-08-13 2014-06-30 13F UNIVEST CORP PA COM 915271100 11,100 -17,226 -60.81 230 -60.41 0.0005
2014-05-14 2014-03-31 13F UNIVEST CORP PA COM 915271100 28,326 -23,913 -45.78 581 -46.20 0.0014
2014-02-14 2013-12-31 13F UNIVEST CORP PA COM 915271100 52,239 30,439 139.63 1,080 162.77 0.0026
2013-11-13 2013-09-30 13F UNIVEST CORP PA COM 915271100 21,800 -5,200 -19.26 411 -20.19 0.0010
2013-08-12 2013-06-30 13F UNIVEST CORP PA COM 915271100 27,000 27,000 515 0.0014
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.