Univest Financial (UVSP)
Univest Financial on one page: short interest, daily short volume, fails to deliver, planned sales, large holders, 13F holders, financials, earnings dates and insider trades. Listed on Nasdaq, classified by the SEC as state commercial banks.
988K
Short interest
settlement 2026-09-30
3.9
Days to cover
unchanged vs prior
44.1%
Short share of volume
2026-10-23
794
Fails to deliver
settlement 2026-09-22
Thu 28 Jan
Next earnings
estimated date
-$553K
Insider flow, 90 days
0 buys, 2 sells
As of 2026-10-23.
Short interest
FINRA, twice a month. The newest 48 settlements in the table, 48 in the chart. JSONAs of 30 September 2026, short interest in UVSP is 987,827 shares, up 237,898 shares over the last month. Over the last 48 readings it ranged from 154,620 shares (31 October 2024) to 987,827 shares (30 September 2026). The latest reading sits at the top of that range. At the reported average volume of 257K shares a day that is 3.9 days to cover.
Embed this chart.The embed keeps its attribution line.
<iframe src="https://xoomar.com/embed/stocks/uvsp" width="100%" height="440" style="border:0;max-width:100%" loading="lazy" title="XOOMAR chart"></iframe>
| Settlement | Shares short | Change | Avg daily volume | Days to cover |
|---|---|---|---|---|
| 2026-09-30 | 987,827 | +10.4% | 256,900 | 3.85 |
| 2026-09-15 | 894,341 | +19.3% | 232,887 | 3.84 |
| 2026-08-31 | 749,929 | +5.7% | 166,298 | 4.51 |
| 2026-08-14 | 709,684 | +2.0% | 241,424 | 2.94 |
| 2026-07-31 | 695,422 | -6.6% | 300,452 | 2.31 |
| 2026-07-15 | 744,903 | +3.1% | 185,063 | 4.03 |
| 2026-06-30 | 722,613 | +12.8% | 331,496 | 2.18 |
| 2026-06-15 | 640,748 | +11.7% | 189,072 | 3.39 |
| 2026-05-29 | 573,828 | +10.1% | 166,135 | 3.45 |
| 2026-05-15 | 521,282 | +9.1% | 169,389 | 3.08 |
| 2026-04-30 | 477,783 | +14.6% | 207,115 | 2.31 |
| 2026-04-15 | 416,883 | -15.7% | 230,588 | 1.81 |
| 2026-03-31 | 494,744 | +2.3% | 212,868 | 2.32 |
| 2026-03-13 | 483,524 | +27.2% | 166,866 | 2.90 |
| 2026-02-27 | 380,180 | +33.8% | 130,753 | 2.91 |
| 2026-02-13 | 284,075 | +5.0% | 164,087 | 1.73 |
| 2026-01-30 | 270,559 | +1.4% | 137,411 | 1.97 |
| 2026-01-15 | 266,926 | +5.6% | 170,020 | 1.57 |
| 2025-12-31 | 252,778 | -24.8% | 181,007 | 1.40 |
| 2025-12-15 | 335,985 | +9.9% | 166,063 | 2.02 |
| 2025-11-28 | 305,769 | +15.1% | 121,205 | 2.52 |
| 2025-11-14 | 265,744 | +1.1% | 120,280 | 2.21 |
| 2025-10-31 | 262,827 | -12.1% | 97,323 | 2.70 |
| 2025-10-15 | 298,963 | +11.4% | 88,313 | 3.39 |
| 2025-09-30 | 268,412 | +12.8% | 93,214 | 2.88 |
| 2025-09-15 | 237,853 | -3.9% | 101,443 | 2.34 |
| 2025-08-29 | 247,432 | -7.8% | 99,148 | 2.50 |
| 2025-08-15 | 268,334 | -2.2% | 102,646 | 2.61 |
| 2025-07-31 | 274,337 | -26.5% | 114,660 | 2.39 |
| 2025-07-15 | 373,322 | +10.3% | 113,452 | 3.29 |
| 2025-06-30 | 338,561 | -1.3% | 113,516 | 2.98 |
| 2025-06-13 | 342,961 | -1.1% | 92,207 | 3.72 |
| 2025-05-30 | 346,790 | -0.1% | 120,401 | 2.88 |
| 2025-05-15 | 347,322 | -6.6% | 97,105 | 3.58 |
| 2025-04-30 | 372,034 | +40.3% | 134,525 | 2.77 |
| 2025-04-15 | 265,171 | -25.4% | 153,357 | 1.73 |
| 2025-03-31 | 355,464 | +19.7% | 123,051 | 2.89 |
| 2025-03-14 | 296,875 | +27.0% | 104,260 | 2.85 |
| 2025-02-28 | 233,812 | +45.8% | 117,251 | 1.99 |
| 2025-02-14 | 160,351 | -10.5% | 99,173 | 1.62 |
| 2025-01-31 | 179,086 | -40.4% | 109,389 | 1.64 |
| 2025-01-15 | 300,659 | +1.2% | 72,560 | 4.14 |
| 2024-12-31 | 297,201 | +5.3% | 98,714 | 3.01 |
| 2024-12-13 | 282,160 | +4.3% | 99,933 | 2.82 |
| 2024-11-29 | 270,516 | +21.9% | 97,778 | 2.77 |
| 2024-11-15 | 221,929 | +43.5% | 136,799 | 1.62 |
| 2024-10-31 | 154,620 | -56.4% | 104,395 | 1.48 |
| 2024-10-15 | 354,321 | -2.9% | 64,820 | 5.47 |
Daily short volume
FINRA Reg SHO, the last 30 sessions. JSONAs of 23 October 2026, the short share of UVSP volume is 44.1%, down 14.1 points over the last five sessions. Over the last 30 readings it ranged from 24.7% (22 October 2026) to 78.5% (14 September 2026). The latest reading is 12.1 points below the 30-session average of 56.2%, on 38K shares reported.
| Date | Short volume | Total volume | Short share | Exempt |
|---|---|---|---|---|
| 2026-10-23 | 17K | 38K | 44.1% | 0 |
| 2026-10-22 | 26K | 107K | 24.7% | 0 |
| 2026-10-21 | 23K | 46K | 49.6% | 0 |
| 2026-10-20 | 13K | 26K | 50.1% | 0 |
| 2026-10-19 | 25K | 42K | 58.7% | 0 |
| 2026-10-16 | 25K | 44K | 58.2% | 0 |
| 2026-10-15 | 28K | 45K | 63.4% | 0 |
| 2026-10-14 | 41K | 71K | 57.3% | 569 |
| 2026-10-13 | 40K | 68K | 58.1% | 5 |
| 2026-10-12 | 23K | 40K | 56.8% | 0 |
| 2026-10-09 | 23K | 36K | 64.8% | 0 |
| 2026-10-08 | 25K | 52K | 48.6% | 0 |
| 2026-10-07 | 18K | 39K | 46.4% | 0 |
| 2026-10-06 | 12K | 23K | 55.1% | 0 |
| 2026-10-05 | 19K | 33K | 58.3% | 0 |
| 2026-10-02 | 26K | 45K | 57.4% | 0 |
| 2026-10-01 | 26K | 61K | 42.9% | 0 |
| 2026-09-30 | 28K | 101K | 27.2% | 0 |
| 2026-09-29 | 30K | 52K | 57.8% | 0 |
| 2026-09-28 | 24K | 40K | 59.2% | 0 |
| 2026-09-25 | 31K | 64K | 49.2% | 0 |
| 2026-09-24 | 36K | 49K | 72.9% | 0 |
| 2026-09-23 | 36K | 58K | 61.0% | 0 |
| 2026-09-22 | 27K | 42K | 64.6% | 0 |
| 2026-09-21 | 41K | 59K | 69.3% | 19 |
| 2026-09-18 | 48K | 70K | 68.0% | 0 |
| 2026-09-17 | 46K | 76K | 61.5% | 0 |
| 2026-09-16 | 85K | 141K | 60.1% | 102 |
| 2026-09-15 | 44K | 70K | 63.3% | 0 |
| 2026-09-14 | 47K | 60K | 78.5% | 0 |
Fails to deliver
SEC, the last 30 settlement dates with a fail. JSONAs of 22 September 2026, the fails-to-deliver balance in UVSP is 794 shares, down 1,763 shares over the last settlement date. Over the last 30 readings it ranged from 1 share (8 August 2025) to 7,662 shares (13 May 2026).
| Settlement | Shares failed | Price | Value |
|---|---|---|---|
| 2026-09-22 | 794 | $42.15 | $33K |
| 2026-08-05 | 2,557 | $44.85 | $115K |
| 2026-08-04 | 161 | $44.50 | $7K |
| 2026-07-24 | 374 | $44.18 | $17K |
| 2026-06-25 | 91 | $43.38 | $4K |
| 2026-06-11 | 42 | $41.79 | $2K |
| 2026-06-08 | 348 | $40.57 | $14K |
| 2026-05-13 | 7,662 | $38.10 | $292K |
| 2026-05-11 | 41 | $38.89 | $2K |
| 2026-04-20 | 1 | $37.58 | $38 |
| 2026-04-06 | 3 | $35.02 | $105 |
| 2026-03-23 | 145 | $32.95 | $5K |
| 2026-02-27 | 15 | $35.06 | $526 |
| 2026-02-05 | 4 | $35.42 | $142 |
| 2026-02-02 | 1 | $33.14 | $33 |
| 2026-01-23 | 66 | $34.73 | $2K |
| 2026-01-12 | 20 | $32.87 | $657 |
| 2025-12-16 | 25 | $34.90 | $873 |
| 2025-12-11 | 71 | $34.85 | $2K |
| 2025-12-10 | 4,431 | $33.51 | $148K |
| 2025-12-08 | 217 | $33.46 | $7K |
| 2025-10-21 | 278 | $29.37 | $8K |
| 2025-10-15 | 7 | $30.09 | $211 |
| 2025-10-14 | 304 | $29.07 | $9K |
| 2025-10-07 | 519 | $30.51 | $16K |
| 2025-09-11 | 1 | $31.04 | $31 |
| 2025-08-22 | 4 | $30.00 | $120 |
| 2025-08-08 | 1 | $28.23 | $28 |
| 2025-08-05 | 274 | $28.65 | $8K |
| 2025-07-11 | 74 | $32.32 | $2K |
Insider trades
SEC Form 4, newest first. JSONInsiders at UVSP reported 2 open-market sells worth $553K in the last 90 days and no open-market buys. Latest filing: PETRO THOMAS M (Director) on 2026-08-24.
| Date | Insider | Title | Type | Shares | Price | Value | Owned after |
|---|---|---|---|---|---|---|---|
| 2026-08-24 | PETRO THOMAS M | Director | Sell | 5K | $41.69 | $208K | 47K |
| 2026-08-13 | Turner Michael L. | Director | Sell | 8K | $43.03 | $344K | 25K |
| 2026-06-08 | Santana Megan D | Sr EVP & Chief Risk Officer | Sell | 3K | $40.83 | $114K | 36K |
| 2026-06-08 | Santana Megan D | Sr EVP & Chief Risk Officer | Exercise or conversion | 3K | $28.50 | $79K | 39K |
| 2026-06-08 | SCHWEITZER JEFFREY M | Chairman, President & CEO | Sell | 14K | $40.91 | $570K | 111K |
| 2026-06-08 | SCHWEITZER JEFFREY M | Chairman, President & CEO | Exercise or conversion | 14K | $28.50 | $397K | 124K |
| 2026-06-08 | Richardson Brian J | Sr EVP & CFO | Sell | 2K | $40.90 | $85K | 24K |
| 2026-06-08 | Richardson Brian J | Sr EVP & CFO | Exercise or conversion | 2K | $28.50 | $60K | 26K |
| 2026-05-05 | Keim Michael S | Senior EVP & COO | Sell | 7K | $38.71 | $280K | 67K |
| 2026-05-05 | Keim Michael S | Senior EVP & COO | Exercise or conversion | 7K | $28.50 | $206K | 74K |
| 2026-04-27 | Paquin Natalye | Director | Sell | 13K | $37.80 | $491K | 17K |
| 2026-03-15 | Santana Megan D | Sr EVP & Chief Risk Officer | Tax withholding | 2K | $32.72 | $82K | 35K |
| 2026-03-15 | Santana Megan D | Sr EVP & Chief Risk Officer | Other transaction | 1K | $0.00 | $0 | 38K |
| 2026-03-15 | Santana Megan D | Sr EVP & Chief Risk Officer | Exercise or conversion | 5K | $0.00 | $0 | 39K |
| 2026-03-15 | Santana Megan D | Sr EVP & Chief Risk Officer | Exercise or conversion | 621 | $0.00 | $0 | 34K |
| 2026-03-15 | Santana Megan D | Sr EVP & Chief Risk Officer | Exercise or conversion | 863 | $0.00 | $0 | 34K |
| 2026-03-15 | Santana Megan D | Sr EVP & Chief Risk Officer | Exercise or conversion | 661 | $0.00 | $0 | 33K |
| 2026-03-15 | SCHWEITZER JEFFREY M | Chairman, President & CEO | Tax withholding | 8K | $32.72 | $262K | 111K |
| 2026-03-15 | SCHWEITZER JEFFREY M | Chairman, President & CEO | Other transaction | 3K | $0.00 | $0 | 119K |
| 2026-03-15 | SCHWEITZER JEFFREY M | Chairman, President & CEO | Exercise or conversion | 15K | $0.00 | $0 | 122K |
| 2026-03-15 | SCHWEITZER JEFFREY M | Chairman, President & CEO | Exercise or conversion | 2K | $0.00 | $0 | 107K |
| 2026-03-15 | SCHWEITZER JEFFREY M | Chairman, President & CEO | Exercise or conversion | 3K | $0.00 | $0 | 105K |
| 2026-03-15 | SCHWEITZER JEFFREY M | Chairman, President & CEO | Exercise or conversion | 2K | $0.00 | $0 | 102K |
| 2026-03-15 | Richardson Brian J | Sr EVP & CFO | Tax withholding | 3K | $32.72 | $97K | 24K |
| 2026-03-15 | Richardson Brian J | Sr EVP & CFO | Other transaction | 1K | $0.00 | $0 | 27K |
| 2026-03-15 | Richardson Brian J | Sr EVP & CFO | Exercise or conversion | 5K | $0.00 | $0 | 28K |
| 2026-03-15 | Richardson Brian J | Sr EVP & CFO | Exercise or conversion | 722 | $0.00 | $0 | 23K |
| 2026-03-15 | Richardson Brian J | Sr EVP & CFO | Exercise or conversion | 1K | $0.00 | $0 | 22K |
| 2026-03-15 | Richardson Brian J | Sr EVP & CFO | Exercise or conversion | 778 | $0.00 | $0 | 21K |
| 2026-03-15 | Monios Eleni S | EVP & Chief Credit Officer | Tax withholding | 444 | $32.72 | $15K | 3K |
| 2026-03-15 | Monios Eleni S | EVP & Chief Credit Officer | Exercise or conversion | 372 | $0.00 | $0 | 3K |
| 2026-03-15 | Monios Eleni S | EVP & Chief Credit Officer | Exercise or conversion | 493 | $0.00 | $0 | 3K |
| 2026-03-15 | Monios Eleni S | EVP & Chief Credit Officer | Exercise or conversion | 442 | $0.00 | $0 | 2K |
| 2026-03-15 | McCormick Patrick C | SEVP & Chief Comm Bank Officer | Tax withholding | 1K | $32.72 | $41K | 13K |
| 2026-03-15 | McCormick Patrick C | SEVP & Chief Comm Bank Officer | Other transaction | 760 | $0.00 | $0 | 14K |
| 2026-03-15 | McCormick Patrick C | SEVP & Chief Comm Bank Officer | Exercise or conversion | 3K | $0.00 | $0 | 15K |
| 2026-03-15 | McCormick Patrick C | SEVP & Chief Comm Bank Officer | Exercise or conversion | 511 | $0.00 | $0 | 12K |
| 2026-03-15 | McCormick Patrick C | SEVP & Chief Comm Bank Officer | Exercise or conversion | 716 | $0.00 | $0 | 11K |
| 2026-03-15 | McCormick Patrick C | SEVP & Chief Comm Bank Officer | Exercise or conversion | 489 | $0.00 | $0 | 10K |
| 2026-03-15 | Keim Michael S | Senior EVP & COO | Tax withholding | 4K | $32.72 | $142K | 67K |
| 2026-03-15 | Keim Michael S | Senior EVP & COO | Other transaction | 2K | $0.00 | $0 | 71K |
| 2026-03-15 | Keim Michael S | Senior EVP & COO | Exercise or conversion | 8K | $0.00 | $0 | 73K |
| 2026-03-15 | Keim Michael S | Senior EVP & COO | Exercise or conversion | 1K | $0.00 | $0 | 65K |
| 2026-03-15 | Keim Michael S | Senior EVP & COO | Exercise or conversion | 1K | $0.00 | $0 | 64K |
| 2026-03-15 | Keim Michael S | Senior EVP & COO | Exercise or conversion | 1K | $0.00 | $0 | 63K |
| 2026-02-02 | Paquin Natalye | Director | Buy | 580 | $34.58 | $20K | 30K |
| 2026-01-31 | Vazquez Anne | Director | Exercise or conversion | 2K | $0.00 | $0 | 8K |
| 2026-01-31 | Wonderling Robert C | Director | Exercise or conversion | 2K | $0.00 | $0 | 19K |
| 2026-01-31 | Zimmerman Charles H | Director | Exercise or conversion | 2K | $0.00 | $0 | 17K |
| 2026-01-31 | Turner Michael L. | Director | Exercise or conversion | 2K | $0.00 | $0 | 33K |
| 2026-01-31 | Paquin Natalye | Director | Exercise or conversion | 2K | $0.00 | $0 | 29K |
| 2026-01-31 | PETRO THOMAS M | Director | Exercise or conversion | 2K | $0.00 | $0 | 52K |
| 2026-01-31 | Keenan Suzanne | Director | Exercise or conversion | 2K | $0.00 | $0 | 16K |
| 2026-01-31 | Connor Martin P. | Director | Exercise or conversion | 2K | $0.00 | $0 | 8K |
| 2026-01-31 | Benning Todd S | Director | Exercise or conversion | 2K | $0.00 | $0 | 16K |
| 2026-01-31 | Beebe Joseph P | Director | Exercise or conversion | 2K | $0.00 | $0 | 12K |
| 2025-12-22 | SCHWEITZER JEFFREY M | Chairman, President & CEO | Gift | 200 | $33.97 | $7K | 100K |
| 2025-12-12 | Santana Megan D | Sr EVP & Chief Risk Officer | Sell | 3K | $35.45 | $89K | 32K |
| 2025-12-12 | Santana Megan D | Sr EVP & Chief Risk Officer | Exercise or conversion | 3K | $28.15 | $71K | 35K |
| 2025-12-12 | SCHWEITZER JEFFREY M | Chairman, President & CEO | Sell | 12K | $34.99 | $430K | 101K |
| 2025-12-12 | SCHWEITZER JEFFREY M | Chairman, President & CEO | Exercise or conversion | 12K | $28.15 | $346K | 113K |
| 2025-12-12 | Richardson Brian J | Sr EVP & CFO | Sell | 2K | $34.45 | $52K | 20K |
| 2025-12-12 | Richardson Brian J | Sr EVP & CFO | Exercise or conversion | 2K | $28.15 | $42K | 22K |
| 2025-12-12 | Keim Michael S | Senior EVP & COO | Sell | 7K | $34.07 | $228K | 61K |
| 2025-12-12 | Keim Michael S | Senior EVP & COO | Exercise or conversion | 7K | $28.15 | $188K | 68K |
| 2025-11-10 | Paquin Natalye | Director | Buy | 455 | $29.80 | $14K | 28K |
| 2025-11-10 | Paquin Natalye | Director | Buy | 200 | $29.83 | $6K | 27K |
| 2025-08-27 | PETRO THOMAS M | Director | Sell | 5K | $31.75 | $159K | 50K |
| 2025-08-27 | PETRO THOMAS M | Director | Sell | 4K | $31.75 | $127K | 55K |
| 2025-08-04 | Paquin Natalye | Director | Buy | 682 | $28.23 | $19K | 27K |
| 2025-04-25 | Paquin Natalye | Director | Buy | 730 | $28.81 | $21K | 26K |
| 2025-03-19 | Vazquez Anne | Director | Buy | 1K | $28.63 | $36K | 6K |
| 2025-03-15 | Keim Michael S | Senior EVP & COO | Exercise or conversion | 887 | $0.00 | $0 | 57K |
| 2025-03-15 | Keim Michael S | Senior EVP & COO | Exercise or conversion | 1K | $0.00 | $0 | 58K |
| 2025-03-15 | Keim Michael S | Senior EVP & COO | Exercise or conversion | 1K | $0.00 | $0 | 59K |
| 2025-03-15 | Keim Michael S | Senior EVP & COO | Other transaction | 332 | $0.00 | $0 | 66K |
| 2025-03-15 | Keim Michael S | Senior EVP & COO | Tax withholding | 4K | $28.27 | $124K | 61K |
| 2025-03-15 | Keim Michael S | Senior EVP & COO | Exercise or conversion | 6K | $0.00 | $0 | 65K |
| 2025-03-15 | SCHWEITZER JEFFREY M | Chairman, President & CEO | Exercise or conversion | 12K | $0.00 | $0 | 108K |
| 2025-03-15 | SCHWEITZER JEFFREY M | Chairman, President & CEO | Exercise or conversion | 2K | $0.00 | $0 | 92K |
| 2025-03-15 | SCHWEITZER JEFFREY M | Chairman, President & CEO | Exercise or conversion | 2K | $0.00 | $0 | 94K |
| 2025-03-15 | SCHWEITZER JEFFREY M | Chairman, President & CEO | Exercise or conversion | 3K | $0.00 | $0 | 97K |
| 2025-03-15 | SCHWEITZER JEFFREY M | Chairman, President & CEO | Other transaction | 618 | $0.00 | $0 | 109K |
| 2025-03-15 | SCHWEITZER JEFFREY M | Chairman, President & CEO | Tax withholding | 8K | $28.27 | $232K | 101K |
| 2025-03-15 | Richardson Brian J | Sr EVP & CFO | Exercise or conversion | 654 | $0.00 | $0 | 17K |
| 2025-03-15 | Richardson Brian J | Sr EVP & CFO | Exercise or conversion | 778 | $0.00 | $0 | 18K |
| 2025-03-15 | Richardson Brian J | Sr EVP & CFO | Exercise or conversion | 5K | $0.00 | $0 | 23K |
| 2025-03-15 | Richardson Brian J | Sr EVP & CFO | Exercise or conversion | 1K | $0.00 | $0 | 19K |
| 2025-03-15 | Richardson Brian J | Sr EVP & CFO | Other transaction | 245 | $0.00 | $0 | 24K |
| 2025-03-15 | Richardson Brian J | Sr EVP & CFO | Tax withholding | 3K | $28.27 | $91K | 20K |
| 2025-03-15 | Santana Megan D | Sr EVP & Chief Risk Officer | Other transaction | 209 | $0.00 | $0 | 33K |
| 2025-03-15 | Santana Megan D | Sr EVP & Chief Risk Officer | Tax withholding | 3K | $28.27 | $76K | 30K |
| 2025-03-15 | Santana Megan D | Sr EVP & Chief Risk Officer | Exercise or conversion | 4K | $0.00 | $0 | 33K |
| 2025-03-15 | Santana Megan D | Sr EVP & Chief Risk Officer | Exercise or conversion | 863 | $0.00 | $0 | 29K |
| 2025-03-15 | Santana Megan D | Sr EVP & Chief Risk Officer | Exercise or conversion | 661 | $0.00 | $0 | 28K |
| 2025-03-15 | Santana Megan D | Sr EVP & Chief Risk Officer | Exercise or conversion | 559 | $0.00 | $0 | 27K |
| 2025-03-15 | McCormick Patrick C | SEVP & Chief Comm Bank Officer | Exercise or conversion | 716 | $0.00 | $0 | 8K |
| 2025-03-15 | McCormick Patrick C | SEVP & Chief Comm Bank Officer | Exercise or conversion | 489 | $0.00 | $0 | 7K |
| 2025-03-15 | McCormick Patrick C | SEVP & Chief Comm Bank Officer | Exercise or conversion | 3K | $0.00 | $0 | 11K |
| 2025-03-15 | McCormick Patrick C | SEVP & Chief Comm Bank Officer | Tax withholding | 2K | $28.27 | $56K | 9K |
Form 4 filings are due within two business days of the trade. Insiders sell for many reasons that say nothing about the company; open-market buys are rarer.
Planned sales (Form 144)
Newest first. JSON9 Form 144 notices on file for UVSP worth $2.3M at the prices reported; 0 in the last 90 days worth $0. Latest: MEGAN D. SANTANA filed on 2026-06-08 to sell 2,787 shares ($114K) from 2026-06-08.
| Filed | Seller | Shares | Market value | Of outstanding | Sale from | Broker |
|---|---|---|---|---|---|---|
| 2026-06-08 | MEGAN D. SANTANAOfficer, General Counsel | 3K | $114K | 0.010% | 2026-06-08 | Morgan Stanley Smith Barney LLC Executive Financial Services |
| 2026-06-08 | JEFFREY M. SCHWEITZEROfficer, Director | 14K | $570K | 0.050% | 2026-06-08 | Morgan Stanley Smith Barney LLC Executive Financial Services |
| 2026-06-08 | BRIAN J. RICHARDSONOfficer | 2K | $85K | 0.008% | 2026-06-08 | Morgan Stanley Smith Barney LLC Executive Financial Services |
| 2026-05-05 | MICHAEL KEIMOfficer | 7K | $280K | 0.026% | 2026-05-05 | Morgan Stanley Smith Barney LLC Executive Financial Services |
| 2026-04-27 | Paquin NatalyeDirector | 13K | $488K | 0.047% | 2026-04-27 | Pershing LLC |
| 2025-12-12 | MEGAN D. SANTANAOfficer, General Counsel | 3K | $89K | 0.009% | 2025-12-12 | Morgan Stanley Smith Barney LLC Executive Financial Services |
| 2025-12-12 | JEFFREY M. SCHWEITZEROfficer, Director | 12K | $430K | 0.043% | 2025-12-12 | Morgan Stanley Smith Barney LLC Executive Financial Services |
| 2025-12-12 | BRIAN J. RICHARDSONOfficer | 2K | $53K | 0.005% | 2025-12-12 | Morgan Stanley Smith Barney LLC Executive Financial Services |
| 2025-12-12 | MICHAEL S. KEIMOfficer | 7K | $235K | 0.024% | 2025-12-12 | Morgan Stanley Smith Barney LLC Executive Financial Services |
Large holders (13D and 13G)
One row per reporting person with its latest filing, newest first. JSON3 holders report 5% or more of UVSP in their latest filing, all on Schedule 13G (passive). The largest reported stake is FMR LLC at 5.6% of the class (1,570,525 shares), filed 2026-08-06 for an event on 2026-06-30.
| Filed | Form | Holder | Shares | Of class | Event |
|---|---|---|---|---|---|
| 2026-08-06 | 13G/Ano. 4 | FMR LLCparent holding company | 1.6M | 5.6% | 2026-06-30 |
| 2026-08-06 | 13G/Ano. 4 | Abigail P. Johnsonindividual | 1.6M | 5.6% | 2026-06-30 |
| 2026-04-30 | 13G | Vanguard Capital Managementinvestment adviser | 1.4M | 5.1% | 2026-03-31 |
| 2026-03-27 | 13G/Ano. 3 | The Vanguard Groupinvestment adviser | 0 | 0.0% | 2026-03-13 |
| 2025-11-14 | 13G/Ano. 1 | Manulife Investment Management (US) LLCinvestment adviser | 1.3M | 4.6% | 2025-09-30 |
| 2025-11-14 | 13G/Ano. 1 | Manulife Investment Management Limitednon-US institution | 7K | 0.0% | 2025-09-30 |
| 2025-11-14 | 13G/Ano. 1 | Manulife Financial Corporationparent holding company | 0 | 0.0% | 2025-09-30 |
13F holders
Tracked managers holding UVSP at their latest 13F. JSON6 of the 30 tracked managers held UVSP at their latest 13F, $73.1M in total at quarter-end prices. Renaissance Technologies is the largest at $22.6M (0.0% of its portfolio) as of 2026-06-30. Over the prior quarter 3 added shares and 3 cut.
| Fund | Quarter | Shares | Value | Of portfolio | Change in shares |
|---|---|---|---|---|---|
| Renaissance Technologies | 2026-06-30 | 516K | $22.6M | 0.03% | -68K |
| AQR Capital Management | 2026-06-30 | 435K | $19.0M | 0.01% | +84K |
| Two Sigma Investments | 2026-06-30 | 424K | $18.6M | 0.01% | +104K |
| Millennium Management | 2026-06-30 | 146K | $6.4M | 0.00% | -41K |
| Point72 Asset Management | 2026-06-30 | 132K | $5.8M | 0.01% | +66K |
| D. E. Shaw & Co. | 2026-06-30 | 17K | $758K | 0.00% | -1K |
Only the 30 tracked managers on the funds hub; a 13F reports long positions in US listed stock at quarter end, 45 days late, and says nothing about shorts or positions sold since.
Financials
SEC XBRL, as filed. JSONIn Q2 FY 2026 (quarter ended 2026-06-30) Univest Financial reported revenue of $84.4M, up 4.1% from the same quarter a year earlier, and net income of $23.0M (0.82 diluted EPS). In FY 2025 it generated $101.5M of operating cash flow and spent $34.6M on buybacks and $25.3M on dividends.
- Equity
- $954.3M
- Total assets
- $8.20B
- Shares outstanding
- 27,580,768
Quarterly, last 8 quarters
| Quarter | Period end | Revenue | Net income | Margin | Diluted EPS |
|---|---|---|---|---|---|
| Q2 FY 2026 | 2026-06-30 | $84.4M | $23.0M | 27.2% | 0.82 |
| Q1 FY 2026 | 2026-03-31 | $87.5M | $27.1M | 31.0% | 0.96 |
| Q4 FY 2025derived | 2025-12-31 | $84.6M | $22.7M | 26.9% | n/a |
| Q3 FY 2025 | 2025-09-30 | $83.2M | $25.6M | 30.8% | 0.89 |
| Q2 FY 2025 | 2025-06-30 | $81.0M | $20.0M | 24.7% | 0.69 |
| Q1 FY 2025 | 2025-03-31 | $79.2M | $22.4M | 28.3% | 0.77 |
| Q4 FY 2024derived | 2024-12-31 | $76.8M | $18.9M | 24.7% | n/a |
| Q3 FY 2024 | 2024-09-30 | $73.4M | $18.6M | 25.3% | 0.63 |
Fiscal years, with buybacks and dividends
| Fiscal year | Ends | Revenue | Net income | Operating cash flow | Capex | Buybacks | Dividends |
|---|---|---|---|---|---|---|---|
| FY 2025 | 2025-12-31 | $328.1M | $90.8M | $101.5M | n/a | $34.6M | $25.3M |
| FY 2024 | 2024-12-31 | $299.2M | $75.9M | $75.1M | n/a | $18.9M | $24.8M |
| FY 2023 | 2023-12-31 | $296.8M | $71.1M | $89.7M | n/a | $462K | $25.1M |
| FY 2022 | 2022-12-31 | $296.2M | $78.1M | $109.5M | n/a | $11.4M | $24.6M |
| FY 2021 | 2021-12-31 | $0 | $91.8M | $102.3M | n/a | $295K | $23.6M |
Quarters are the three-month figures the company reports; a fourth quarter marked derived is the fiscal year less the three reported quarters, since companies report it only inside the 10-K. Fiscal years are the annual figures. Buybacks are the cash the company paid to repurchase its common stock in the year, not the amount authorized. Balance sheet lines are as of 2026-06-30; shares outstanding as of 2026-07-27 from the cover page.
What this page is
Univest Financial in the regulatory record
Regulators publish company data in separate files that never sit next to each other: FINRA's twice-monthly short interest, its daily short sale volume, the SEC's fails-to-deliver counts, and each insider's Form 4. A company page puts those series for one ticker on one URL, with planned sales, large holders, 13F holders and financials beside them, so the short position, the daily flow, the settlement fails and what insiders are doing can be read together.
Each section has its own history table, a one-line summary of the latest figures and its own JSON and CSV links, and says when its source last updated.
This page follows Univest Financial (UVSP), SEC CIK 102212, listed on Nasdaq, classified by the SEC as state commercial banks. The cross-market tables live on the short interest and insider transactions hubs.
Source and updates
- Short interest
- FINRA consolidated short interestSource: FINRA.Twice a month, about eight business days after settlement. Latest 2026-09-30.JSON and CSV
- Daily short volume
- FINRA Reg SHO daily filesSource: FINRA.Every trading day, the morning after FINRA posts it. Latest 2026-10-23.JSON and CSV
- Fails to deliver
- SEC fails-to-deliver dataSource: SEC.Twice a month, a few weeks after the half month ends. Latest 2026-09-22.JSON and CSV
- Planned sales
- SEC EDGAR Form 144Source: SEC.New notices appear shortly after the SEC posts them; a notice is filed on or before the sale. Latest 2026-06-08.JSON and CSV
- Large holders
- SEC EDGAR Schedule 13D and 13GSource: SEC.New filings appear shortly after the SEC posts them. A 13D is due within five business days of crossing 5%; a 13G follows the passive schedule. Latest 2026-08-06.JSON and CSV
- 13F holders
- SEC EDGAR Form 13F-HRSource: SEC.Quarterly, filed within 45 days of quarter end; 30 tracked managers. Latest 2026-06-30.JSON and CSV
- Financials
- SEC EDGAR 10-K and 10-Q filingsSource: SEC.Weekly; values are as filed in the 10-Q and 10-K. Latest 2026-06-30.JSON and CSV
- Earnings dates
- SEC EDGAR 8-K filings (Item 2.02)Source: SEC.Twice a day. Reported dates come from the company's 8-K filings; the next date is marked as an estimate until the 8-K arrives. Latest 2026-07-23.JSON and CSV
- Insider trades
- SEC EDGAR Form 4Source: SEC.New filings appear shortly after the SEC posts them; they're due two business days after the trade. Latest 2026-08-24.JSON and CSV
- Company record
- EDGAR filing index for CIK 102212Ticker, name and exchange from the SEC's company list, refreshed weekly.
- Rate limits
- 10 requests a minute without a key, 30 with a free key from a free account.
How to read it
- Read the position against the flow: rising short interest with a high daily short share is new shorting; rising short interest with a normal short share is old shorts holding on.
- Insider buys next to a large short position are rare and stand out; insider sells next to one are common and mean little.
- Fails to deliver matter relative to the float, not in absolute shares; a million failed shares in a mega cap is noise.
Analysis of what the data shows, not advice. XOOMAR does not recommend buying, selling or holding anything.
Other companies the SEC classifies as state commercial banks
Other company pages
Datasets
Frequently Asked Questions
How much of UVSP is sold short?
987,827 shares were held short at the 2026-09-30 settlement, 3.9 days of average volume. FINRA publishes the next count about eight business days after the 15th and the last business day of the month.
What is UVSP's daily short volume?
On 2026-10-23, 16,804 of the 38,059 UVSP shares reported to FINRA were sold short, 44.1% of the day's reported volume. Short volume is a flow for one day, not a position.
Does UVSP have fails to deliver?
The SEC's latest file shows 794 UVSP shares failed to deliver at settlement 2026-09-22. Fails are reported per settlement date and published twice a month with a lag.
Are UVSP insiders buying or selling?
Insiders at UVSP reported 2 open-market sells worth $553K in the last 90 days and no open-market buys. Latest filing: PETRO THOMAS M (Director) on 2026-08-24.
Have UVSP insiders filed to sell?
9 Form 144 notices on file for UVSP worth $2.3M at the prices reported; 0 in the last 90 days worth $0. Latest: MEGAN D. SANTANA filed on 2026-06-08 to sell 2,787 shares ($114K) from 2026-06-08.
Who owns 5% or more of UVSP?
3 holders report 5% or more of UVSP in their latest filing, all on Schedule 13G (passive). The largest reported stake is FMR LLC at 5.6% of the class (1,570,525 shares), filed 2026-08-06 for an event on 2026-06-30.
What did UVSP report last quarter?
In Q2 FY 2026 (quarter ended 2026-06-30) Univest Financial reported revenue of $84.4M, up 4.1% from the same quarter a year earlier, and net income of $23.0M (0.82 diluted EPS). In FY 2025 it generated $101.5M of operating cash flow and spent $34.6M on buybacks and $25.3M on dividends.
Which tracked 13F managers own UVSP?
6 of the 30 tracked 13F managers held UVSP shares at their latest filing, $73.1M in all. The largest: Renaissance Technologies (516K shares, $22.6M), Cliff Asness's AQR Capital Management (435K shares, $19.0M), Two Sigma Investments (424K shares, $18.6M), Izzy Englander's Millennium Management (146K shares, $6.4M), Steve Cohen's Point72 Asset Management (132K shares, $5.8M), D. E. Shaw & Co. (17K shares, $758K).
Data on this page is provided for informational purposes only and is not financial advice. See our editorial policy.