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Unity Software Inc.

U Technology
$25.55 $-0.68 (-2.59%)
Market Cap: $11.15 B
Gurus Holding
6
Popularity Rank
#1531
% of Shares Held
2.69%
Net Activity (Q1 2026)
+$48.76 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 Q1 2026, a total of 6 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $299.77 M.

Top institutional holders include Steven Cohen and Renaissance Technologies (RenTech).

Institutional sentiment is currently Bullish. This is evidenced by a $48.76 M net inflow during the quarter.

Recent activity highlights Paul Tudor Jones who increased their stake by 137.7%. Conversely, Joel Greenblatt reduced exposure by 28.4%.

Key Holders

Recent Activity Breakdown (Q1 2026)

+$96.59 M
Total Buy Value
New Buys 1
Additions 3
-$47.83 M
Total Sell Value
Reductions 2
Sold Out 2

Guru Consensus (Q1 2026)

Based on recent activity
Net Sellers
4
Net Buyers
4

FAQs for Unity Software Inc. (U)

Major holders include Steven Cohen ($146.5 M), Renaissance Technologies (RenTech) ($54.53 M), Paul Tudor Jones ($26.56 M). According to the latest reported data, 6 tracked investment managers collectively hold approximately 11.73 M shares.

According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $48.76 M, with 4 managers increasing positions and 4 managers reducing holdings.

During the most recent reporting period, 2 managers trimmed their positions, while 2 fully exited U. The total reported sell value was $47.83 M.

Yes, 1 managers opened new positions in U, and 3 increased their existing holdings. The total reported buy value was $96.59 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.19% Add 15.3% 6,677,309 $146.5 M Q1 2026
0.09% New Buy 2,485,597 $54.53 M Q1 2026
0.05% Add 137.7% 1,210,390 $26.56 M Q1 2026
0.48% Add 80.2% 738,785 $16.21 M Q1 2026
0.02% Reduce -28.4% 333,161 $7.31 M Q1 2026
0.00% Reduce -16.5% 287,543 $6.23 M Q1 2026
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SEC Form