Unity Software Inc.

NYSE:U Stock Report

Market Cap: US$14.0b

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 May 26SellUS$360,053Mark BarrysmithIndividual13,247US$27.18
26 May 26SellUS$652,891Jarrod YahesIndividual24,021US$27.18
26 May 26SellUS$25,894Rebecca BoydenIndividual952US$27.20
05 Mar 26SellUS$130,491Jarrod YahesIndividual6,205US$21.03
25 Feb 26SellUS$191,144Mark BarrysmithIndividual10,578US$18.07
25 Feb 26SellUS$183,663Alexander BlumIndividual10,164US$18.07
25 Feb 26SellUS$220,382Jarrod YahesIndividual12,196US$18.07
12 Dec 25SellUS$8,705,814Tomer Bar-ZeevIndividual175,000US$52.08
11 Dec 25SellUS$15,158,801David HelgasonIndividual308,347US$49.16
10 Dec 25SellUS$720,494Mark BarrysmithIndividual14,407US$50.01
26 Nov 25SellUS$2,623,788Jarrod YahesIndividual62,461US$42.79
25 Nov 25SellUS$1,791,938Mark BarrysmithIndividual43,283US$42.47
25 Nov 25SellUS$1,697,610Matthew BrombergIndividual41,025US$42.43
25 Nov 25SellUS$1,683,722Alexander BlumIndividual40,693US$42.46
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

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
Private Companies14,1450.00324%
State or Government139,6310.032%
Individual Insiders11,700,6772.68%
VC/PE Firms66,560,32815.2%
General Public67,941,83215.6%
Institutions290,178,38466.5%

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

Top Shareholders

Top 25 shareholders own 56.8% of the company
OwnershipNameSharesCurrent ValueChange %Portfolio %
7.96%
Silver Lake Technology Management, L.L.C.
34,735,404US$1.1b0%4.14%
7.29%
Sequoia Capital Operations LLC
31,824,924US$1.0b-0.3%5.22%
4.26%
Vanguard Portfolio Management, LLC
18,587,893US$598.0m0%0.03%
4.19%
BlackRock, Inc.
18,307,475US$589.0m7.75%0.01%
3.56%
Vanguard Capital Management, LLC
15,557,101US$500.5m0%0.01%
2.84%
Atreides Management, LP
12,385,322US$398.4m86.9%5.99%
2.6%
Slate Path Capital LP
11,349,752US$365.1m38.4%3.71%
2.27%
Wellington Management Group LLP
9,918,411US$319.1m-36%0.05%
1.84%
D. E. Shaw & Co., L.P.
8,018,061US$257.9m144%0.19%
1.81%
Two Sigma Investments, LP
7,908,699US$254.4m399%0.2%
1.53%
Point72 Asset Management, L.P.
6,677,309US$214.8m15.3%0.33%
1.49%
Capital Research and Management Company
6,502,940US$209.2m-80%0.01%
1.43%
Geode Capital Management, LLC
6,246,503US$201.0m6.74%0.01%
1.36%
State Street Global Advisors, Inc.
5,931,616US$190.8m3.87%0.01%
1.35%
FMR LLC
5,904,808US$190.0m-39%0.01%
1.29%
Morgan Stanley
5,620,335US$180.8m102%0.01%
1.25%
David Helgason
5,439,173US$175.0m0%no data
1.19%
Norges Bank Investment Management
5,213,617US$167.7m0%0.01%
1.14%
T. Rowe Price Group, Inc.
4,994,950US$160.7m-14.1%0.01%
1.14%
Citadel Advisors LLC
4,988,199US$160.5m770%0.1%
1.05%
Temasek Holdings (Private) Limited
4,582,843US$147.4m81.8%0.09%
1.03%
Hood River Capital Management LLC
4,493,753US$144.6m61%1.13%
0.98%
Schonfeld Strategic Advisors LLC
4,279,718US$137.7m520%0.98%
0.97%
Infinitum Asset Management, LLC
4,250,000US$136.7m204%13.02%
0.97%
Dimensional Fund Advisors LP
4,245,014US$136.6m52.8%0.02%

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/06/02 21:30
End of Day Share Price 2026/06/02 00:00
Earnings2026/03/31
Annual Earnings2025/12/31

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 46 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