1 tracked superinvestor hold Unity Software Inc (U), worth $21M combined, led by Stanley Druckenmiller. Smart money is holding U as of the latest 13F filings.
Current price
$41.66
+3.7%
1Y
Unity Software Inc. provides a foundational platform for developing and operating interactive, real-time 3D content. This comprehensive platform offers robust software solutions that empower users to create, deploy, and monetize dynamic 2D and 3D content across a wide array of devices, including mobile phones, tablets, personal computers, gaming consoles, and augmented and virtual reality…
Market cap
$11.8B
P/E
-28.26
Div yield
0.0%
Revenue YoY
2.0%
Analyst target
$45
Snapshot for context. For deep analysis use a stock screener — this page is about who owns it.
Superinvestors holding
1
tracked 13F / N-PORT funds
Combined value
$21M
disclosed long exposure
Tier-1 conviction
1
concentrated holders
Net this quarter
0
0 buying · 0 selling
Smart money is holding U steady this quarter — buys and sells are balanced.
Unity Software Inc (U) is held by 1 tracked funds worth $21M combined, 1 of them concentrated Tier-1 managers whose positions carry real conviction.
The largest position belongs to Stanley Druckenmiller at 0.4% of their book — no single tracked manager treats it as an outsized, top-weighted bet.
Tracked holders were largely static this quarter — no new opens, adds or trims of size — suggesting the position is being held rather than actively traded.
| Investor | Move | % of their portfolio | Position value |
|---|---|---|---|
| Held | 0.4% | $21M |
Tier badge = signal quality: 1 concentrated conviction · 2 quant/multi (context) · 3 retail & diversified. Only Tier 1 holdings feed the consensus signal.
5 insiders filed SEC Form 144 for $16M of proposed sales in the last 90 days. A 144 is filed before the trade — see who else is selling.
| Insider | Role | Shares | Value | Filed |
|---|---|---|---|---|
| Barrysmith Mark | Former Affiliate | 113,081 | $5M | 2026-08-31 |
| Blum Alexander | Officer | 43,556 | $2M | 2026-08-28 |
| Yahes Jarrod | Officer | 26,017 | $1M | 2026-08-25 |
| Blum Alexander | Officer | 20,595 | $933K | 2026-08-25 |
| Bromberg Matthew S | Officer & Director | 16,383 | $742K | 2026-08-25 |
| Dovrat Shlomo | Former Director | 58,598 | $3M | 2026-08-19 |
| Dovrat Shlomo | Former Director | 50,000 | $2M | 2026-08-12 |
| Barrysmith Mark | Former Affiliate | 50,000 | $2M | 2026-08-05 |
Which superinvestors own U?
1 tracked funds hold Unity Software Inc (U), the largest being Stanley Druckenmiller (Duquesne Family Office) at 0.4% of its 13F portfolio. 1 of them are concentrated Tier-1 conviction managers.
Is smart money buying or selling U?
In the most recent 13F quarter, 0 tracked funds added or opened U and 0 trimmed it.
How much U do tracked funds hold?
Combined disclosed long exposure to U across tracked superinvestors is $21M as of the Jun 2026 filings.
One email when a tracked manager opens, adds to or files to sell a position — from Form 4, 13D and Form 144, not the 45-day-old 13F.
Holdings aggregated from the latest SEC 13F & N-PORT filings via FMP · Jun 2026 quarter. Long equity positions only, reported with up to a 45-day delay — for activity between filings see real-time moves. Not financial advice.