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Unity Software Inc.

U Technology
$22.75 +$0.79 (3.60%)
Market Cap: $9.93 B
Gurus Holding
7
Popularity Rank
#1155
% of Shares Held
1.95%
Net Activity (Q4 2025)
+$53.13 M

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 Q4 2025, a total of 7 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $193.57 M.

Top institutional holders include Steven Cohen and Catherine Wood.

Institutional sentiment is currently Strongly Bullish. This is evidenced by a $53.13 M net inflow during the quarter.

Recent activity highlights Cliff Asness who increased their stake by 95.1%. Conversely, George Soros reduced exposure by 70.2%.

Key Holders

Top 5 by Value

$255.76 M
$43.04 M
$22.49 M
$20.55 M

Top 5 by Conviction

Recent Activity Breakdown (Q4 2025)

+$93.69 M
Total Buy Value
New Buys 0
Additions 3
-$40.56 M
Total Sell Value
Reductions 4
Sold Out 2

Guru Consensus (Q4 2025)

Based on recent activity
Net Sellers
6
Net Buyers
3

FAQs for Unity Software Inc. (U)

Major holders include Steven Cohen ($255.76 M), Catherine Wood ($43.04 M), Paul Tudor Jones ($22.49 M). According to the latest reported data, 7 tracked investment managers collectively hold approximately 8.51 M shares.

According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $53.13 M, with 3 managers increasing positions and 6 managers reducing holdings.

During the most recent reporting period, 4 managers trimmed their positions, while 2 fully exited U. The total reported sell value was $40.56 M.

Yes, 0 managers opened new positions in U, and 3 increased their existing holdings. The total reported buy value was $93.69 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.29% Add 50.6% 5,790,356 $255.76 M Q4 2025
0.29% Reduce -0.3% 974,337 $43.04 M Q4 2025
0.04% Reduce -42.0% 509,275 $22.49 M Q4 2025
0.08% Add 1.9% 465,343 $20.55 M Q4 2025
0.40% Reduce -53.5% 410,020 $18.11 M Q4 2025
0.01% Add 95.1% 344,413 $15.21 M Q4 2025
0.01% Reduce -70.2% 14,882 $657,338 Q4 2025
Date
Insider Name
Transaction
Value
Shares
Position / Chg
SEC Form