Guru Ownership Over Time
Guru Analysis for Unity Software Inc. (U)
Unity Software Inc. (U), a key player in the Technology sector, continues to attract institutional attention.
As of Q3 2025, a total of 9 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $330.54 M.
Top institutional holders include Steven Cohen and Catherine Wood.
Institutional sentiment is currently Bullish. This is evidenced by a $894,263.56 net inflow during the quarter.
Recent activity highlights Paul Tudor Jones who increased their stake by 738.6%. Conversely, Stanley Druckenmiller reduced exposure by 50.3%.
| Portfolio Manager | % of portfolio | Activity | Shares | Value | Peroid |
|---|---|---|---|---|---|
| 0.26% | Reduce -3.0% | 3,845,618 | $153.98 M | Q3 2025 | |
| 0.23% | Add 10.8% | 976,973 | $39.12 M | Q3 2025 | |
| 0.87% | Reduce -50.3% | 882,500 | $35.34 M | Q3 2025 | |
| 0.06% | Add 738.6% | 878,481 | $35.17 M | Q3 2025 | |
| 0.08% | Reduce -11.7% | 456,896 | $18.29 M | Q3 2025 | |
| 0.00% | Add 364.0% | 176,539 | $7.06 M | Q3 2025 | |
| 0.03% | New Buy | 50,000 | $2 M | Q3 2025 | |
| 0.00% | Add 155.6% | 21,700 | $868,868 | Q3 2025 | |
| 0.18% | New Buy | 21,000 | $840,840 | Q3 2025 |
| Period | Portfolio Manager | Activity | Share change | % change to portfolio |
|---|
| Period | Portfolio Manager | Activity | Share change | % change to portfolio |
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| Period | Portfolio Manager | Activity | Share change | % change to portfolio |
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| Portfolio Manager | Option Type | % of portfolio | Activity | Shares | Value | Period |
|---|
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown(Q3 2025)
Guru Consensus (Q3 2025)
FAQs for Unity Software Inc. (U)
Top Guru holders include Steven Cohen ($153.98 M), Catherine Wood ($39.12 M), Stanley Druckenmiller ($35.34 M). Collectively, tracked Gurus hold 7.31 M shares.
Based on recent 13F filings, the sentiment is **Positive (Net Buy)**. There was a net inflow of $894,263.56, with 6 Gurus buying and 3 Gurus selling.
In the recent quarter, 3 Gurus reduced their positions, and 0 Gurus sold out of U completely. Total sell value was $42.81 M.
Yes, 2 Gurus opened new positions in U, and 4 added to their existing holdings. Total buy value was $43.71 M.