Security

U

Unity Software Inc. · COM

CUSIP 91332U101 Equity holders as of 2026 Q1 (each manager’s latest book)

grid → activity →
owners 12
max % 5.4%
tracked value $2.6B
qoq N 2 A 7 R 1

holders

sorted by % of portfolio · long equity only

manager % port activity shares value history
Gavin Baker - Atreides Management, LP 2026 Q1 5.4% Add +1.86 pp 12,385,322 $272M hist
Dan Sundheim - D1 Capital Partners L.P. 2026 Q1 0.6% New 0.6% 3,259,983 $72M hist
Stanley Druckenmiller - Duquesne Family Office LLC 2026 Q1 0.5% Add +0.08 pp 738,785 $16M hist
Eminence Capital, LP 2026 Q1 0.4% Exit -0.36 pp 724,782 $16M hist
Steve Cohen - Point72 Asset Management, L.P. 2026 Q1 0.2% Add -0.10 pp 6,677,309 $146M hist
D. E. Shaw & Co., Inc. 2026 Q1 0.1% Add +0.03 pp 8,018,061 $176M hist
Two Sigma Investments, LP 2025 Q4 0.1% Exit -0.10 pp 1,585,110 $70M hist
Renaissance Technologies LLC 2026 Q1 0.1% New 0.1% 2,485,597 $55M hist
Israel Englander - Millennium Management LLC 2026 Q1 0.0% Add +0.01 pp 3,239,465 $71M hist
Vanguard Group Inc. 2025 Q4 0.0% Add 0.00 pp 35,553,296 $1.6B hist
Ken Griffin - Citadel Advisors LLC 2026 Q1 0.0% Add +0.01 pp 4,988,199 $109M hist
Joel Greenblatt - Gotham Asset Management, LLC 2026 Q1 0.0% Reduce -0.05 pp 333,161 $7M hist

12 tracked managers · options excluded

financials

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

Income statement

line 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

line 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 $894.1M $889.49M $1.53B
Total non-current liabilities * $2.93B $2.42B $1.82B
Total equity $3.18B $3.19B $3.24B

Cash flow

line 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 · CIK 0001810806

ownership over time

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