Joel Greenblatt's U Position Overview
Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 456.9K shares of Unity Software Inc. (U) worth $18.29 M, representing 0.08% of the portfolio. First purchased in 2020-Q4, this medium-term investment has been held for 20 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 421.5K shares. Largest reduction occurred in Q4 2024, reducing 171.8K 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
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2020 | +4,583 | New Buy | 4,583 | $153.39 |
| Q1 2021 | -4,583 | Sold Out | 4,583 | $0.00 |
| Q3 2021 | +2,668 | New Buy | 2,668 | $126.31 |
| Q4 2021 | +1,539 | Add 57.68% | 4,207 | $143.09 |
| Q1 2022 | +118,623 | Add 2819.66% | 122,830 | $99.21 |
| Q2 2022 | +24,668 | Add 20.08% | 147,498 | $36.82 |
| Q3 2022 | +19,275 | Add 13.07% | 166,773 | $31.86 |
| Q4 2022 | -36,089 | Reduce 21.64% | 130,684 | $28.59 |
| Q1 2023 | +12,844 | Add 9.83% | 143,528 | $32.44 |
| Q2 2023 | +84,141 | Add 58.62% | 227,669 | $43.42 |
| Q3 2023 | -31,440 | Reduce 13.81% | 196,229 | $31.39 |
| Q4 2023 | -45,209 | Reduce 23.04% | 151,020 | $40.89 |
| Q1 2024 | +3,618 | Add 2.40% | 154,638 | $26.70 |
| Q2 2024 | +185,118 | Add 119.71% | 339,756 | $16.26 |
| Q3 2024 | +421,517 | Add 124.06% | 761,273 | $22.62 |
| Q4 2024 | -171,814 | Reduce 22.57% | 589,459 | $22.47 |
| Q1 2025 | +35,694 | Add 6.06% | 625,153 | $19.59 |
| Q2 2025 | -108,006 | Reduce 17.28% | 517,147 | $24.20 |
| Q3 2025 | -60,251 | Reduce 11.65% | 456,896 | $40.04 |
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 20 quarters since Q4 2020. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Joel Greenblatt's largest addition to Unity Software Inc. (U) was in Q3 2024, adding 761,273 shares worth $17.22 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 456,896 shares of Unity Software Inc. (U), valued at approximately $18.29 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, Unity Software Inc. (U) represents approximately 0.08% of Joel Greenblatt's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Joel Greenblatt's peak holding in Unity Software Inc. (U) was 761,273 shares, as reported at the end of Q3 2024. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.