UNITY SOFTWARE INC (U) Stock Institutional Trading Activity


UNITY SOFTWARE INC (U) position changes reported by tracked institutional filers across multiple SEC 13F reporting periods. Based on recent SEC 13F filings (Q4 2025), investors with some of the largest reported share count changes include Polen Capital Management, ARK Invest, Sequoia Financial Advisors, Renaissance Technologies LLC, and Viking Global Investors. Explore insights into buying and selling patterns, position changes, and investment conviction levels to understand institutional trading behavior and market dynamics.

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Portfolio quarterNameTypeQuantityRemainingReported stock balance
Q4 2025Polen Capital ManagementSell-3,1865,449$240,682
Q3 2025ARK InvestBuy95,341976,973$39,118,017
Q3 2025Sequoia Financial AdvisorsBuy5,0905,090$203,804
Q3 2025Polen Capital ManagementBuy8,6358,635$345,745
Q2 2025ARK InvestBuy8,284881,632$21,335,505
Q1 2025ARK InvestSell-256,558873,348$17,108,896
Q4 2024ARK InvestSell-5,535,9651,129,906$25,388,979
Q3 2024ARK InvestSell-4,639,3356,665,871$150,781,991
Q2 2024ARK InvestSell-2,632,98311,305,206$183,822,643
Q1 2024ARK InvestBuy1,748,41113,938,189$372,149,655
Q1 2024Renaissance Technologies LLCBuy1,334,3971,409,497$37,634
Q4 2023ARK InvestBuy712,57912,189,778$498,440,034
Q3 2023ARK InvestSell-458,54111,477,199$360,269,274
Q2 2023ARK InvestSell-371,92011,935,740$518,249,846
Q1 2023ARK InvestBuy1,335,34712,307,660$399,260,490
Q4 2022ARK InvestSell-290,84610,972,313$313,698,429
Q3 2022ARK InvestBuy2,087,44811,263,159$358,844
Q3 2022Renaissance Technologies LLCBuy16,70075,100$2,393
Q2 2022ARK InvestBuy931,4889,175,711$366,753
Q2 2022Renaissance Technologies LLCSell-21,10058,400$2,150
Q1 2022ARK InvestBuy486,0688,244,223$817,909
Q1 2022Renaissance Technologies LLCBuy79,50079,500$7,887
Q4 2021ARK InvestSell-4,150,4437,758,155$1,109,339
Q3 2021ARK InvestBuy98,38611,908,598$1,503,460
Q2 2021ARK InvestBuy3,713,57511,810,212$1,297,116
Q1 2021ARK InvestBuy5,715,2898,096,637$812,174
Q4 2020ARK InvestBuy1,490,9442,381,348$365,465
Q3 2020ARK InvestBuy890,404890,404$77,714
Q3 2020Viking Global InvestorsBuy1,409,9811,409,981$123,063

Frequently asked questions about U activity

  • Which institutional owners are buying U?

    Institutional owners buying U include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in U activity?

    "Buy" means an investor increased their reported position in U compared to the prior reporting period. This reflects growing exposure to UNITY SOFTWARE INC (U) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in U increasing?

    Institutional interest in U can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.