Unity Software Inc (U) Quarterly Institutional 13F Update (Q2 2026)

U ranks #985 out of 37501 tracked stocks by institutional interest — one of the most closely watched names in our coverage.

U is a top-conviction position for Resolute Advisors LLC — at 32.6% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.

The largest dollar stake in U belongs to Silver Lake Group, L.L.C., but the position matters far more to Resolute Advisors LLC, who has 32.6% of their own portfolio riding on it — a reminder that the biggest holder by size and the holder with the biggest bet aren't always the same fund.

Two Sigma Investments, LP has added to its U position for two straight quarters, increasing it by $122.9M to reach $192.9M today.

Wellington Management Group LLP has trimmed its U position for two straight quarters, cutting it by $520.8M while still holding $163.2M.

U is down 2.8% today, but institutions show net buying of $683.8M this quarter — a divergence between today's price move and the underlying institutional flow.

U reported a net loss of $587.5M over the trailing twelve months.

• Not yet profitable — net loss of $587.5M over the trailing twelve months
• Revenue grew 14.0% year over year
• Net income declined year over year, from -$433.9M to -$587.5M
• Generated $423.0M in positive operating cash flow
• Current ratio of 1.84x — enough short-term assets to cover short-term liabilities
• Liabilities run 1.03x equity — within a conventional range