Follow The Filings

U Unity Software Inc.

Information Technology, filed as UNITY SOFTWARE INC (COM), Equity As of 2026 Q2 among managers we track Quote on Google Finance, opens in a new tab

Bought by 1 manager in 2026 Q2, sold by 1

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

In 2026 Q2 Dan Sundheim added to Unity Software, while Gavin Baker trimmed.

Who owns this now

Largest portfolio weights among holders, up to 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%

Who owns U

Sorted by value, long equity only, as of 2026 Q2.

History
Gavin Baker, Atreides Management 2.0%, was 5.4% Reduce −17.3% 10,245,819 $293M History
Dan Sundheim, D1 Capital Partners 0.29% Add +9.6% 3,572,473 $102M History
Stanley Druckenmiller, Duquesne Family Office 0.41% Hold 738,785 $21M History

3 current, options excluded

Weight bar: held both quarters added sold at this quarter’s reported price

Insider trades

Open-market buys and sales by U's executives, directors and 10% owners in the last 12 months, from their Form 4s

All U insider trades
  • None no insider bought on the open market
  • $14.4M sold by 4 insiders outside a trading plan
  • $57.5M sold by 4 insiders under 10b5-1 plans
  1. Alexander Blum COO
    Planned sale
    $1.9M 43,556 shares at $43.51 6.2% of stake
    Traded Aug 28 Filed Sep 1
    ↗
  2. Alexander Blum COO
    Planned sale
    $88K 1,964 shares at $44.81 0.3% of stake
    Traded Aug 27 Filed Aug 27
    ↗
  3. Alexander Blum COO
    Planned sale
    $57K 2,099 shares at $27.37 0.3% of stake
    Traded May 28 Filed May 28
    ↗
  4. Alexander Blum COO
    Planned sale
    $48K 2,541 shares at $18.76 0.5% of stake
    Traded Feb 27 Filed Feb 27
    ↗
  5. Tomer Bar-Zeev Director
    Sale
    $8.7M 175,000 shares at $49.75 17% of stake
    Traded Dec 11–12 Filed Dec 15, 2025
    ↗
  6. Mark Barrysmith Chief Accounting Officer
    Sale
    $720K 14,407 shares at $50.01 3.5% of stake
    Traded Dec 10, 2025 Filed Dec 12, 2025
    ↗
  7. David Helgason Director
    Planned sale
    $35.3M 708,347 shares at $49.86
    Traded Dec 10–11 Filed Dec 12, 2025
    ↗
  8. Alexander Blum COO
    Planned sale
    $84K 1,988 shares at $42.47 0.4% of stake
    Traded Nov 28, 2025 Filed Dec 2, 2025
    ↗
  9. Tomer Bar-Zeev Director
    Planned sale
    $10.5M 250,000 shares at $41.93 19% of stake
    Traded Dec 1, 2025 Filed Dec 2, 2025
    ↗
  10. Mark Barrysmith Chief Accounting Officer
    Sale
    $1.2M 29,599 shares at $41.41 6.5% of stake
    Traded Nov 24, 2025 Filed Nov 26, 2025
    ↗
  11. Jarrod Yahes CFO
    Sale
    $1.2M 27,742 shares at $42.79 4.8% of stake
    Traded Nov 26, 2025 Filed Nov 26, 2025
    ↗
  12. Mark Barrysmith Chief Accounting Officer
    Planned sale
    $30K 817 shares at $36.60 0.2% of stake
    Traded Nov 17, 2025 Filed Nov 19, 2025
    ↗
  13. Shlomo Dovrat Director
    Sale
    $1.3M 30,000 shares at $42.87 16% of stake
    Traded Nov 11, 2025 Filed Nov 13, 2025
    ↗
  14. Jarrod Yahes CFO
    Sale
    $638K 14,914 shares at $42.75 2.4% of stake
    Traded Nov 10, 2025 Filed Nov 10, 2025
    ↗
  15. Jarrod Yahes CFO
    Sale
    $617K 15,000 shares at $41.15 2.3% of stake
    Traded Nov 6, 2025 Filed Nov 7, 2025
    ↗

Also filed in the last 12 months, not counted as buying or selling: 28 sales to cover taxes, 14 stock grants, and 3 other transactions.

Congress

No member of Congress reported trading U in the last three years. 1 member listed it in 2025 annual reports.

All Congress trades

SEC filings

Recent issuer filings from EDGAR, 12 shown.

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
SCHEDULE 13G/A — Filing Doc
DEF 14A Filing Doc
DEFA14A Filing Doc
8-K 7.01,9.01 Filing Doc

Source: SEC EDGAR submissions, updated 4 days ago. All on EDGAR

Financials

US-GAAP annual figures by fiscal year, as tagged in Form 10-K. Each value links to its 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). A * marks a computed figure, not a single XBRL tag. Fiscal years are as the issuer labels them. Follow The Filings does not adjust or audit these figures.

Ownership over time

13Fs that reported it each quarter. Click a bar for that quarter’s holders.