§ TECHNOLOGY
USD · TechnologyU
UNITY SOFTWARE INC
USDSector · TechnologyBeta · 2.01
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
13F FLOW
320 increased/new, 179 decreased/exited (13F)
AC 13F Analysis
§ 04 · FUNDAMENTALS · THE BOOKS
| P/B | 5.84 | EPS (TTM) | -0.96 |
§ 05 · WHO OWNS IT
Top institutional holders
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| Silver Lake Group, L.L.C. | 34.7M | 20.7% | ±0% |
| SC US (TTGP), LTD. | 31.8M | 7.6% | −0% |
| BlackRock, Inc. | 18.9M | 0.0% | +2% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 18.6M | n/a | n/a |
| VANGUARD CAPITAL MANAGEMENT LLC | 15.6M | n/a | n/a |
| Atreides Management, LP | 12.4M | 5.4% | +87% |
◇ AC INTELLIGENCE
Top institutional owners for U as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
OTHER65.9% · 413 holders
DEALER / BANK7.9% · 44 holders
PASSIVE / INDEX7.2% · 10 holders
TACTICAL / MACRO6.2% · 6 holders
QUALITY / COMPOUNDER5.9% · 25 holders
SYSTEMATIC / QUANT5.0% · 18 holders
ACTIVIST2.2% · 1 holder
INCOME / DEFENSIVE0.6% · 21 holders
◇ AC INTELLIGENCE
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
NO INSIDER FILINGS
◇ AC INTELLIGENCE
No Form 4 filings on record for U in the last 180 days.