Guru Ownership Trend
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 Q2 2026, a total of 7 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $733.89 M.
Top institutional holders include Cliff Asness and Steven Cohen.
Institutional sentiment is currently Strongly Bullish. This is evidenced by a $152.34 M net inflow during the quarter.
Recent activity highlights Cliff Asness who dramatically increased their stake. Conversely, Paul Tudor Jones reduced exposure by 91.8%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q2 2026)
Guru Consensus (Q2 2026)
FAQs for Unity Software Inc. (U)
Major holders include Cliff Asness ($207.15 M), Steven Cohen ($194.51 M), Renaissance Technologies (RenTech) ($43.65 M). According to the latest reported data, 7 tracked investment managers collectively hold approximately 17.06 M shares.
According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $152.34 M, with 4 managers increasing positions and 2 managers reducing holdings.
During the most recent reporting period, 2 managers trimmed their positions, while 0 fully exited U. The total reported sell value was $59.14 M.
Yes, 1 managers opened new positions in U, and 3 increased their existing holdings. The total reported buy value was $211.48 M.