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Unity Software Inc.

U Technology
$43.01 $-0.44 (-1.01%)
Market Cap: $18.93 B
Gurus Holding
7
Popularity Rank
#999
% of Shares Held
3.88%
Net Activity (Q2 2026)
+$152.34 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 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

Recent Activity Breakdown (Q2 2026)

+$211.48 M
Total Buy Value
New Buys 1
Additions 3
-$59.14 M
Total Sell Value
Reductions 2
Sold Out 0

Guru Consensus (Q2 2026)

Based on recent activity
Net Sellers
2
Net Buyers
4

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.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.07% Add 2420.7% 7,248,193 $207.15 M Q2 2026
0.21% Add 1.9% 6,805,922 $194.51 M Q2 2026
0.06% Reduce -38.6% 1,527,297 $43.65 M Q2 2026
0.41% 738,785 $21.11 M Q2 2026
0.03% Add 21.3% 404,166 $11.55 M Q2 2026
0.10% New Buy 239,235 $6.84 M Q2 2026
0.00% Reduce -91.8% 99,539 $2.84 M Q2 2026
Date
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Transaction
Value
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SEC Form