Unity Software Inc.

NYSE:U Stock Report

Market Cap: US$18.5b

Unity Software Ownership

Who are the major shareholders and have insiders been buying or selling?

Recent Insider Transactions

NYSE:U Recent Insider Transactions by Companies or Individuals
DateValueNameEntityRoleSharesMax Price
26 Nov 25SellUS$2,623,788Jarrod YahesIndividual62,461US$42.79
25 Nov 25SellUS$1,791,938Mark BarrysmithIndividual43,283US$42.47
25 Nov 25SellUS$1,683,722Alexander BlumIndividual40,693US$42.46
25 Nov 25SellUS$1,697,610Matthew BrombergIndividual41,025US$42.43
11 Nov 25SellUS$1,286,100Shlomo DovratIndividual30,000US$42.87
10 Nov 25SellUS$637,574Jarrod YahesIndividual14,914US$42.75
06 Nov 25SellUS$617,244Jarrod YahesIndividual15,000US$41.74
25 Aug 25SellUS$359,745Mark BarrysmithIndividual9,149US$39.61
25 Aug 25SellUS$1,938,916Alexander BlumIndividual49,302US$39.60
25 Aug 25SellUS$425,353Anirma GuptaIndividual10,819US$39.60
25 Aug 25SellUS$1,174,815Jarrod YahesIndividual29,876US$39.60
09 Jun 25SellUS$243,646Tomer Bar-ZeevIndividual9,551US$25.51
06 Jun 25SellUS$6,775,125David HelgasonIndividual263,619US$26.11
27 May 25SellUS$292,108Mark BarrysmithIndividual13,757US$21.70
27 May 25SellUS$997,484Anirma GuptaIndividual46,957US$21.68
27 May 25SellUS$1,549,840James WhitehurstIndividual72,955US$21.69
27 May 25SellUS$24,214Alexander BlumIndividual1,140US$21.24
27 May 25SellUS$2,596,055Matthew BrombergIndividual122,318US$21.66
25 Feb 25SellUS$698,912Felix TheIndividual27,493US$26.71
25 Feb 25SellUS$305,555Mark BarrysmithIndividual12,019US$26.74
25 Feb 25SellUS$805,936Anirma GuptaIndividual31,948US$26.56
25 Feb 25SellUS$37,353Alexander BlumIndividual1,479US$26.71
11 Dec 24SellUS$5,169,472David HelgasonIndividual192,293US$27.49
06 Dec 24SellUS$548,600Felix TheIndividual20,000US$27.43

Insider Trading Volume

Insider Buying: U insiders have only sold shares in the past 3 months.

Ownership Breakdown

What is the ownership structure of U?
Owner TypeNumber of SharesOwnership Percentage
State or Government142,3890.0333%
Individual Insiders11,648,7762.72%
General Public62,517,38214.6%
VC/PE Firms66,667,58715.6%
Institutions286,936,70967.1%

Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.

Top Shareholders

Top 25 shareholders own 63.13% of the company
OwnershipNameSharesCurrent ValueChange %Portfolio %
8.12%
Silver Lake Technology Management, L.L.C.
34,735,404US$1.5b0%12.6%
8.08%
The Vanguard Group, Inc.
34,556,611US$1.5b2.77%0.02%
8.06%
Capital Research and Management Company
34,469,014US$1.5b-0.78%0.06%
7.46%
Sequoia Capital Operations LLC
31,932,183US$1.4b0%7.31%
4.64%
BlackRock, Inc.
19,866,279US$857.0m11.5%0.01%
4.26%
Wellington Management Group LLP
18,213,875US$785.7m58.7%0.12%
2.5%
Slate Path Capital LP
10,690,852US$461.2m-46.6%6.33%
1.61%
FMR LLC
6,869,144US$296.3m2.43%0.01%
1.46%
Norges Bank Investment Management
6,248,795US$269.6m0%0.02%
1.44%
David Helgason
6,147,520US$265.2m-18%no data
1.43%
Atreides Management, LP
6,111,553US$263.7m-0.97%6.37%
1.37%
State Street Global Advisors, Inc.
5,877,559US$253.6m1%0.01%
1.29%
Geode Capital Management, LLC
5,523,452US$238.3m9.06%0.01%
1.24%
Castle Hook Partners LP
5,321,167US$229.6m-6.31%3.21%
1.17%
UBS Asset Management AG
5,014,624US$216.3m-31.6%0.02%
1.05%
Point72 Asset Management, L.P.
4,484,245US$193.4m12.9%0.33%
1%
Jane Street Group, LLC
4,259,973US$183.8m148%0.36%
0.96%
Invesco Ltd.
4,114,684US$177.5m9.97%0.04%
0.94%
T. Rowe Price Group, Inc.
4,030,786US$173.9m1,610%0.01%
0.9%
Macquarie Investment Management Business Trust
3,870,043US$167.0m1.59%0.21%
0.88%
Resolute Advisors LLC
3,767,576US$162.5m-48.5%40.63%
0.87%
SpiderRock Advisors, LLC
3,736,731US$161.2m-29.6%1.93%
0.81%
Tidal Investments LLC
3,478,415US$150.1m27,000%0.59%
0.8%
Susquehanna International Group, LLP
3,429,596US$148.0m804%0.19%
0.79%
Columbia Management Investment Advisers, LLC
3,388,306US$146.2m-26.8%0.03%

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2025/12/02 18:08
End of Day Share Price 2025/12/01 00:00
Earnings2025/09/30
Annual Earnings2024/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Unity Software Inc. is covered by 49 analysts. 25 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
David MakArete Research Services LLP
Ross SandlerBarclays
X. LuBarclays