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 Inc. (U)
Market is closed
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 | $840,596,777 | 16.71% | |
| 2. | Slate Path Capital David Greenspan | 20,016,952 | $484,410,238 | +26% | 8.35% |
| 3. | Atreides Management Gavin Baker | 6,171,155 | $149,341,951 | -35% | 4.14% |
| 4. | Castle Hook Partners Josh Donfeld And David Rogers | 5,679,430 | $137,442,206 | 0.78% | |
| 5. | Point72 Asset Management Steve Cohen | 3,963,125 | $95,907,625 | +348% | 0.19% |
Insider Trading: Sales See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $43.99 | 2,296 | $101,001.04 | 628,453 | 2025-09-15 | Filing | |
| $21.66 | 3,756 | $81,354.96 | 1,233,566 | 2025-05-27 | Filing | |
| $21.21 | 118,562 | $2,514,700.02 | 1,237,322 | 2025-05-27 | Filing | |
| $45.44 | 284,678 | $12,935,085.09 | 6,139,173 | 2025-09-08 | Filing | |
| $44.70 | 468,178 | $20,927,369.33 | 6,423,851 | 2025-09-08 | Filing |
Institutional Investors' Holdings
Filing Period:
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 60,000,000 | $1,452,000,000 | 10.26% | |
| 2. | 33,626,318 | $813,756,895 | 0.01% | |
| 3. | 31,932,183 | $772,758,829 | 5.46% | |
| 4. | 23,129,346 | $559,730,172 | 0.01% | |
| 5. | 20,608,111 | $498,717,219 | 0.09% |
News See All
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.
11 Hot Software Stocks to Buy Now
Once considered a novel idea, Artificial Intelligence (AI) has evolved into being the single most disruptive force, shaping the technology landscape as well as the stock market.
Unity Software Inc. (NYSE:U) Q2 2025 Earnings Call Transcript
Operator: Ladies and gentlemen, thank you for joining us, and welcome to the Unity Technologies Q2 Earnings Call.
Unity Software Inc. (U): A Bull Case Theory
We came across a bullish thesis on Unity Software Inc. on TickerTango’s Substack by Michel. In this article, we will summarize the bulls’ thesis on U.
Wedbush and Citi Raise PT on Unity Software Inc. (U)
With impressive year-to-date performance and significant hedge fund interest, Unity Software Inc.
12 Unstoppable Artificial Intelligence (AI) Stocks to Buy Right Now
Big tech giants are striding forward, making bold moves in artificial intelligence.
10 Best Tech Stocks Under $50 To Invest In
On Friday, July 25, US stocks went up, with the S&P 500 reaching a record high for the fifth day in a row. The S&P 500 rose by 0.4% to close at a new record high.
Unity Software (U) Jumps 14.3% on Price Target Upgrade
In a market note, Jefferies raised its price target for Unity Software Inc. (NYSE:U) to $35 from $29 previously, while maintaining a “buy” recommendation.
Hedge Fund Resource Center Billionaire Hedge Funds
