UNITY SOFTWARE INC

$U
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Smart money positioned

20 of the Top-200 alpha managers hold $U as of the latest 13F snapshot.

13F holders
536
Insider buys · 90d
0
Congress · 90d
0

Smart Money · top-200 alpha cohort

20 holders · Q1 2026

$U is held by 20 managers from the Top-Performer cohort as of Q1 2026. Position weights range from 0.00% to 7.54%, with an average of 0.50% of portfolio. Largest holder: Resolute Advisors LLC at 7.54%. A weekly Smart-Money commentary for this ticker has not been generated yet this batch — the table below shows the full cohort positioning.

01
Resolute Advisors LLC
7.54% ↓ 15.8pp
α +53.0pts
02
Duquesne Family Office LLC Stanley Druckenmiller
0.48% held
α +25.4pts
03
Seldon Capital LP
0.40% ↓ 0.8pp
α +20.5pts
04
Goodnow Investment Group, LLC
0.37% NEW
α +14.1pts
05
Nikko Asset Management Americas, Inc.
0.35% ↓ 0.6pp
α +22.1pts

Smart Money shows holdings from our Top-Performer cohort — the 200 highest-alpha manager_13f funds in our universe. Position weight (current quarter) and QoQ delta versus prior quarter. α is the manager's annual alpha vs benchmark.

Institutional holders

Top 10 of 536 · Source: 13F-HR
01
Flagship Pioneering Inc.
20.72% of portfolio
34,735,404 sh
02
Solus Alternative Asset Management LP
0.07% of portfolio
33,558,500 sh
03
Eagle Capital Management, LLC
7.55% of portfolio
31,824,924 sh
04
TLS Advisors LLC
6.09% of portfolio
24,770,644 sh
05
Brightline Capital Management, LLC
0.03% of portfolio
24,170,400 sh
06
Atlantic Edge Private Wealth Management, LLC
0.01% of portfolio
12,534,540 sh
07
Alethea Capital Management, LLC
3.70% of portfolio
11,349,752 sh
08
Commerce Bank
0.13% of portfolio
9,448,461 sh
09
Brooktree Capital Management
0.62% of portfolio
8,983,800 sh
10
Northeast Financial Consultants Inc
0.21% of portfolio
8,179,209 sh
See all 536 13F holders · Pro →

Insider activity · last 90 days

50 transactions · 7 filers
12 Dec 2025
Bar-Zeev Tomer —
▼ SOLD
50,000
$47.00
S
11 Dec 2025
Bar-Zeev Tomer —
▼ SOLD
1,377
$52.08
S
11 Dec 2025
Bar-Zeev Tomer —
▼ SOLD
37,200
$51.42
S
11 Dec 2025
Bar-Zeev Tomer —
▼ SOLD
86,423
$50.58
S
10 Dec 2025
Barrysmith Mark —
▼ SOLD
14,407
$50.01
S
28 Nov 2025
Blum Alexander —
▼ SOLD
1,988
$42.47
S
01 Dec 2025
Bar-Zeev Tomer —
▼ SOLD
62,870
$42.32
S
01 Dec 2025
Bar-Zeev Tomer —
▼ SOLD
187,130
$41.80
S
25 Nov 2025
Blum Alexander —
▼ SOLD
2,250
$42.46
S
25 Nov 2025
Blum Alexander —
▼ SOLD
13,322
$42.11
S
25 Nov 2025
Blum Alexander —
▼ SOLD
25,121
$40.89
S
25 Nov 2025
Barrysmith Mark —
▼ SOLD
600
$42.47
S

Transaction codes: P open-market purchase · S sale · M option exercise · A grant · F tax-withhold sale. Insider names link to each individual's expert page.

Congress trades · last 90 days

No Congress trades

No STOCK Act filings reference $U in the recent window.

Source data: SEC EDGAR · 13F-HR · Form 4 · U.S. House Clerk PTR (disclosures-clerk.house.gov) · Senate eFD (senate.gov) · Last refreshed 07:03 UTC.