Joel Greenblatt's U Position Overview
Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 333,161 shares of Unity Software Inc. (U) worth $7.31 M, representing 0.02% of the portfolio. First purchased in 2020-Q4, this long-term strategic position has been held for 21 quarters.
Based on 13F filings, Joel Greenblatt has maintained a strategic position in U, demonstrating sustained confidence in this investment. Largest addition occurred in Q3 2024, adding 421,517 shares. Largest reduction occurred in Q4 2024, reducing 171,814 shares.
Analysis based on 13F filings available since 2013 Q2
Joel Greenblatt's Unity Software (U) Holding Value Over Time
Track share changes against reported price movement
Quarterly Unity Software (U) Trades by Joel Greenblatt
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2026 | -132,182 | Reduce 28.41% | 333,161 | $21.94 |
| Q4 2025 | +8,447 | Add 1.85% | 465,343 | $44.17 |
| Q3 2025 | -60,251 | Reduce 11.65% | 456,896 | $40.04 |
| Q2 2025 | -108,006 | Reduce 17.28% | 517,147 | $24.20 |
| Q1 2025 | +35,694 | Add 6.06% | 625,153 | $19.59 |
| Q4 2024 | -171,814 | Reduce 22.57% | 589,459 | $22.47 |
| Q3 2024 | +421,517 | Add 124.06% | 761,273 | $22.62 |
| Q2 2024 | +185,118 | Add 119.71% | 339,756 | $16.26 |
| Q1 2024 | +3,618 | Add 2.40% | 154,638 | $26.70 |
| Q4 2023 | -45,209 | Reduce 23.04% | 151,020 | $40.89 |
| Q3 2023 | -31,440 | Reduce 13.81% | 196,229 | $31.39 |
| Q2 2023 | +84,141 | Add 58.62% | 227,669 | $43.42 |
| Q1 2023 | +12,844 | Add 9.83% | 143,528 | $32.44 |
| Q4 2022 | -36,089 | Reduce 21.64% | 130,684 | $28.59 |
| Q3 2022 | +19,275 | Add 13.07% | 166,773 | $31.86 |
| Q2 2022 | +24,668 | Add 20.08% | 147,498 | $36.82 |
| Q1 2022 | +118,623 | Add 2819.66% | 122,830 | $99.21 |
| Q4 2021 | +1,539 | Add 57.68% | 4,207 | $143.09 |
| Q3 2021 | +2,668 | New Buy | 2,668 | $126.31 |
| Q1 2021 | -4,583 | Sold Out | 0 | $0.00 |
| Q4 2020 | +4,583 | New Buy | 4,583 | $153.39 |
Joel Greenblatt's Unity Software Investment FAQs
Joel Greenblatt first purchased Unity Software Inc. (U) in Q4 2020, acquiring 4,583 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Joel Greenblatt has held Unity Software Inc. (U) for 21 quarters since Q4 2020.
Joel Greenblatt's largest addition to Unity Software Inc. (U) was in Q3 2024, adding 761,273 shares worth $17.22 M.
According to the latest 13F filing for Q1 2026, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 333,161 shares of Unity Software Inc. (U), valued at approximately $7.31 M.
As of the Q1 2026 filing, Unity Software Inc. (U) represents approximately 0.02% of Joel Greenblatt's publicly disclosed stock portfolio, making it one of their key holdings.
Joel Greenblatt's peak holding in Unity Software Inc. (U) was 761,273 shares, as reported at the end of Q3 2024.