Unity Software Inc. (U): A Bull Case Theory
We came across a bullish thesis on Unity Software Inc. on Dragon's Den Investing’s Substack. In this article, we will summarize the bulls’ thesis on U.
Unity Software Inc. (U)
Market is closed
Sector: Services-Prepackaged Software
Hedge Fund Popularity
Hedge Fund Holdings
Filing Period:
Last updated on based on SEC 13F filings Last update:
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Silver Lake Partners Jim Davidson, Dave Roux And Glenn Hutchins | 34,735,404 | $1,390,805,576 | 27.09% | |
| 2. | Slate Path Capital David Greenspan | 10,690,852 | $428,061,714 | -47% | 6.62% |
| 3. | 9,096,300 | $364,215,852 | +134% | 0.06% | |
| 4. | Atreides Management Gavin Baker | 6,111,553 | $244,706,582 | -1% | 4.77% |
| 5. | Castle Hook Partners Josh Donfeld And David Rogers | 5,321,167 | $213,059,527 | -7% | 1.08% |
Insider Trading: Sales See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $42.32 | 62,870 | $2,660,658.40 | 1,048,146 | 2025-12-01 | Filing | |
| $41.80 | 187,130 | $7,822,034.00 | 1,111,016 | 2025-12-01 | Filing | |
| $42.47 | 1,988 | $84,430.36 | 561,130 | 2025-11-28 | Filing | |
| $42.79 | 27,742 | $1,187,080.18 | 546,129 | 2025-11-26 | Filing | |
| $42.42 | 3,789 | $160,729.38 | 573,871 | 2025-11-25 | Filing |
Institutional Investors' Holdings
Filing Period:
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 34,556,611 | $1,383,646,704 | 0.02% | |
| 2. | 31,932,183 | $1,278,564,607 | 7.89% | |
| 3. | 23,603,010 | $945,064,521 | 0.02% | |
| 4. | 20,424,395 | $817,817,957 | 0.13% | |
| 5. | 18,213,875 | $729,283,555 | 0.13% |
News See All
Unity Software Inc. (NYSE:U) Q3 2025 Earnings Call Transcript
Operator: Ladies and gentlemen, thank you for joining us, and welcome to the Unity Technologies Q3 Earnings Call.
Unity Software (U) Climbs 18% on Earnings Beat
In an updated report, Unity Software Inc.
Unity Software Inc. (U): A Bull Case Theory
We came across a bullish thesis on Unity Software Inc. on Dragon's Den Investing’s Substack. In this article, we will summarize the bulls’ thesis on U.
Unity Software (U) Ends Run as HSBC Downgrades Rating
In a market note, HSBC revised its recommendation for Unity Software Inc.
Unity Software Inc. (U) Hits 52-Week High of $46.04 With a $19.35 Billion Market Cap
On September 15, 2025, Unity Software Inc. (NYSE:U) hit a 52-week high of $46.04 with a market capitalization of $19.35 billion, following a 126.5% gain over the past year.
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Unity Software Inc. (U): A Bull Case Theory
We came across a bullish thesis on Unity Software Inc. on Darius Dark Investing’s Substack. In this article, we will summarize the bulls’ thesis on U. Unity Software Inc.
Unity Software (U) Surges 12.35% on Market Optimism
In recent news, Unity Software Inc. (NYSE:U) narrowed its attributable net loss in the second quarter of the year by 13 percent to $108.8 million from $125.6 million in the same period last year.
Unity Software Inc. (U) Reports Q2 2025 Results; Morgan Stanley Raises PT to $40
On August 6, 2025, Unity Software Inc. (NYSE:U) reported results for Q2 2025. While the company slightly missed earnings expectations, it reported revenue that exceeded guidance by $16 million.
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