Is Unity Software Inc. (U) A Good Stock To Buy Now?
Is U a good stock to buy? We came across a bullish thesis on Unity Software Inc. on Valueinvestorsclub.com by yxd0950. In this article, we will summarize the bulls’ thesis on U.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Silver Lake Partners Jim Davidson, Dave Roux And Glenn Hutchins | 34,735,404 | $762,094,764 | 20.72% | |
| 2. | Atreides Management Gavin Baker | 12,385,322 | $271,733,965 | +87% | 5.43% |
| 3. | Slate Path Capital David Greenspan | 11,349,752 | $249,013,559 | +39% | 3.7% |
| 4. | D E Shaw D. E. Shaw | 8,018,061 | $175,916,259 | +144% | 0.11% |
| 5. | Two Sigma Advisors John Overdeck And David Siegel | 7,908,699 | $173,516,856 | +2158% | 0.14% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $27.18 | 24,021 | $652,890.78 | 704,360 | 2026-05-26 | Filing | |
| $27.18 | 138,993 | $3,777,829.74 | 1,557,514 | 2026-05-26 | Filing | |
| $27.20 | 952 | $25,894.40 | 309,445 | 2026-05-26 | Filing | |
| $27.37 | 2,099 | $57,449.63 | 727,970 | 2026-05-28 | Filing | |
| $27.18 | 19,009 | $516,664.62 | 730,069 | 2026-05-26 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 31,824,924 | $698,238,833 | 7.55% | |
| 2. | 18,934,202 | $415,416,394 | 0.01% | |
| 3. | 18,587,893 | $407,818,372 | 0.02% | |
| 4. | 15,557,101 | $341,322,796 | 0% | |
| 5. | 275,607,000 | $275,893,533 | 1.54% |