UNITY SOFTWARE INC (U)
Institutional ownership reported to the SEC as of Q3 2026, across 31 quarters.
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| MOODY NATIONAL BANK TRUST DIVISION | $1.6M | 37,996 | 0.13% | 3q | -12.2%-$217.0K |
| CenterStar Asset Management, LLC | $1.4M | options only | 0.34% | new | OPTIONS |
| ZEVENBERGEN CAPITAL INVESTMENTS LLC | $1.3M | 32,602 | 0.03% | new | NEW |
| Wedmont Private Capital | $1.0M | 21,954 | 0.02% | 6q | +20.8%+$173.2K |
| REX Advisers, LLC | $1.0M | 23,400 | 4.77% | new | NEW |
| Farther Finance Advisors, LLC | $449.7K | 10,987 | 0.00% | 16q | +7.6%+$31.9K |
| Ridgewood Investments LLC | $353.1K | 8,627 | 0.13% | 11q | -10.4%-$40.9K |
| RIVERSEDGE ADVISORS, LLC | $330.9K | 8,084 | 0.04% | new | NEW |
| GAMMA Investing LLC | $318.8K | 7,789 | 0.01% | 12q | +31.8%+$76.9K |
| TITLEIST ASSET MANAGEMENT, LLC | $223.7K | 5,466 | 0.01% | 4q | -39.0%-$143.3K |
| ELEVATION WEALTH PARTNERS, LLC | $107.6K | 2,628 | 0.03% | 4q | +15.0%+$14.0K |
| Versant Capital Management, Inc | $88.7K | 2,168 | 0.01% | 10q | +6.2%+$5.2K |
| MassMutual Private Wealth & Trust, FSB | $32.2K | 786 | 0.00% | 18q | -5.8%-$2.0K |
| ARMSTRONG ADVISORY GROUP, INC | $20.1K | 492 | 0.00% | 5q | HELD |
| Retirement Wealth Solutions LLC | $3.8K | 93 | 0.00% | 5q | +2.2% |
| Marquette Asset Management, LLC | $3.4K | 83 | 0.00% | 5q | HELD |
| Planning Strategies Inc. | $409 | 10 | 0.00% | 2q | +42.9% |
| CoreCap Advisors, LLC | $287 | 7 | 0.00% | 5q | -97.2%-$10.0K |
| CX Institutional | $164 | 3,998 | 0.00% | 6q | -14.8% |
| Davis Capital Management | $41 | 1 | 0.00% | new | NEW |
What the insiders did
Open market purchases and sales reported on Form 4 in the last 180 days. Grants, option exercises and shares surrendered to cover tax are left out: they are compensation rather than a decision to buy or sell. Where a broker filled one order in tranches the lines are summed, because it was one decision.
Officers and directors
| Date | Insider | Role | Side | Shares | Value |
|---|---|---|---|---|---|
| 2026-05-26 | Bromberg Matthew S | CEO and President | Sold | 138,993 | $3.8M |
| 2026-08-28 | Blum Alexander | SVP, Chief Operating Officer | Sold | 43,556 | $1.9M ×2 |
| 2026-08-25 | Yahes Jarrod | SVP, Chief Financial Officer | Sold | 26,017 | $1.2M ×2 |
| 2026-08-25 | Bromberg Matthew S | President and CEO | Sold | 16,383 | $742.3K ×2 |
| 2026-05-26 | Yahes Jarrod | SVP, Chief Financial Officer | Sold | 24,021 | $652.9K |
| 2026-05-26 | Blum Alexander | SVP, Chief Operating Officer | Sold | 19,009 | $516.7K |
| 2026-05-26 | Barrysmith Mark | Chief Accounting Officer | Sold | 13,247 | $360.1K |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 19 | $8.3M | 163,173 | 5 | 7 | 5 | 18.3% |
| Q2 2026 | 571 | $12.7B | 384,318,612 | 107 | 192 | 162 | 13.4% |
| Q1 2026 | 536 | $9.2B | 347,518,202 | 101 | 201 | 133 | 17.2% |
| Q4 2025 | 613 | $18.6B | 352,812,391 | 102 | 196 | 172 | 16.1% |
| Q3 2025 | 558 | $17.1B | 349,002,761 | 153 | 153 | 144 | 18.4% |
| Q2 2025 | 458 | $9.8B | 349,496,640 | 101 | 144 | 122 | 13.8% |
| Q1 2025 | 435 | $7.5B | 330,653,206 | 83 | 135 | 120 | 13.3% |
| Q4 2024 | 417 | $8.2B | 300,851,152 | 71 | 104 | 129 | 17.1% |
| Q3 2024 | 407 | $8.2B | 311,187,211 | 72 | 115 | 137 | 14.7% |
| Q2 2024 | 429 | $5.5B | 289,626,419 | 63 | 147 | 123 | 14.4% |
| Q1 2024 | 477 | $9.3B | 310,070,759 | 76 | 155 | 140 | 11.2% |
| Q4 2023 | 539 | $13.4B | 284,047,565 | 89 | 147 | 181 | 13.1% |
| Q3 2023 | 505 | $9.0B | 249,752,129 | 63 | 170 | 131 | 13.1% |
| Q2 2023 | 515 | $12.8B | 255,852,783 | 98 | 148 | 147 | 13.0% |
| Q1 2023 | 472 | $8.8B | 248,339,217 | 72 | 148 | 146 | 8.8% |
| Q4 2022 | 472 | $7.9B | 251,091,561 | 88 | 170 | 113 | 8.8% |
| Q3 2022 | 464 | $7.3B | 236,924,321 | 71 | 180 | 110 | 10.6% |
| Q2 2022 | 485 | $9.5B | 236,619,280 | 80 | 227 | 99 | 8.3% |
| Q1 2022 | 582 | $23.7B | 223,606,110 | 108 | 229 | 146 | 6.5% |
| Q4 2021 | 607 | $39.9B | 257,376,683 | 152 | 196 | 155 | 7.8% |
| Q3 2021 | 487 | $28.4B | 205,047,927 | 109 | 162 | 118 | 8.9% |
| Q2 2021 | 419 | $22.7B | 184,416,198 | 121 | 163 | 74 | 10.8% |
| Q1 2021 | 355 | $20.2B | 184,920,783 | 152 | 128 | 41 | 8.1% |
| Q4 2020 | 271 | $27.8B | 175,725,651 | 149 | 39 | 36 | 2.9% |
| Q3 2020 | 147 | $14.8B | 169,105,098 | 149 | 0 | 0 | 0.3% |
| Q2 2020 | 1 | $147.0K | 1,335 | 0 | 0 | 0 | 0.0% |
| Q1 2020 | 1 | $147.0K | 1,335 | 0 | 0 | 0 | 0.0% |
| Q4 2019 | 1 | $147.0K | 1,335 | 0 | 0 | 0 | 0.0% |
| Q3 2019 | 1 | $147.0K | 1,335 | 0 | 0 | 0 | 0.0% |
| Q2 2019 | 1 | $147.0K | 1,335 | 0 | 0 | 0 | 0.0% |
| Q1 2019 | 1 | $147.0K | 1,335 | 1 | 0 | 0 | 0.0% |