Follow-The-Filings

Security · featured owners

U Unity Software Inc.

COM Equity as of 2026 Q2 among managers we track

  • 3 Owners
  • Max 2.0%
  • $416M
  • 1 add 1 reduce

Who owns this now

Largest portfolio weights among featured holders · max 2.0% (Gavin Baker - Atreides Management) · not free-float ownership

  1. Gavin Baker reduce 2.0%
  2. Stanley Druckenmiller 0.41%
  3. Dan Sundheim add 0.29%

holders

sorted by value · long equity only · current book 2026 Q2 · open a manager for their book

history
Gavin Baker - Atreides Management 2026 Q2 2.0% Reduce −17.3% 10,245,819 $293M history
Dan Sundheim - D1 Capital Partners 2026 Q2 0.29% Add +9.6% 3,572,473 $102M history
Stanley Druckenmiller - Duquesne Family Office 2026 Q2 0.41% Hold 738,785 $21M history

3 current · options excluded

SEC filings

Recent issuer filings from EDGAR · 10 shown · open Filing / Doc on SEC.gov

Filed Form Detail Links
8-K 5.02,7.01,9.01 Filing Doc
10-Q Filing Doc
8-K 2.02,9.01 Filing Doc
8-K 5.02 Filing Doc
8-K 5.02 Filing Doc
8-K 5.07 Filing Doc
8-K 2.02,9.01 Filing Doc
10-Q Filing Doc
DEFA14A Filing Doc
8-K 7.01,9.01 Filing Doc

Insider forms

Form 3 / 4 / 5 from EDGAR · 12 rows shown

Filed Form Detail Links
4 Period Aug 28, 2026 Filing Doc
4 Period Aug 25, 2026 Filing Doc
4 Period Aug 25, 2026 · 3 forms Filing Doc
4 Period Aug 17, 2026 Filing Doc
4 Period Aug 7, 2026 Filing Doc
4 Period Aug 7, 2026 Filing Doc
4 Period Aug 4, 2026 Filing Doc
4 Period May 26, 2026 · 5 forms Filing Doc
4 Period May 13, 2026 · 8 forms Filing Doc
4 Period May 1, 2026 Filing Doc
4 Period Mar 5, 2026 Filing Doc
4 Period Mar 2, 2026 Filing Doc

Updated 5 days ago Source: SEC EDGAR submissions All on EDGAR

financials

US-GAAP annual · as tagged in Form 10-K · fiscal years · values link to the SEC filing

Income statement

Metric FY2023 FY2024 FY2025
Revenue $2.19B $1.81B $1.85B
Gross profit $1.45B $1.33B $1.37B
Gross margin * 66.5% 73.5% 74.2%
Net income -$822.01M -$664.11M -$402.76M
Net margin * -37.6% -36.6% -21.8%

Balance sheet

Metric FY2023 FY2024 FY2025
Total current assets $2.32B $2.23B $2.81B
Total non-current assets * $4.92B $4.51B $4.03B
Total assets $7.24B $6.74B $6.84B
Total current liabilities $0.894B $0.889B $1.53B
Total non-current liabilities * $2.93B $2.42B $1.82B
Total equity $3.18B $3.19B $3.24B

Cash flow

Metric FY2023 FY2024 FY2025
Cash from operations $234.7M $315.55M $422.96M
Cash from investing $44.04M -$42.41M -$24.02M
Cash from financing -$174.02M -$338.31M $110.09M
Net change in cash $98.58M -$76.39M $536.42M

Source: SEC companyfacts (US-GAAP 10-K) · * = computed (not a single XBRL tag) · fiscal year as labeled by the issuer · not adjusted or audited by Follow-The-Filings

ownership over time

filing count by report period · click a bar for that quarter’s holders