Insider Cluster (2 insiders) ·Filed Aug 27, 2026

U

Unity Software Inc.
BEARISH
Impact 4/10
Horizondays Processed1mo ago
Insider cluster: 2 insiders, $1.8M total
Actionable Insight ▼ Bearish

The CEO/CFO same-day sales are a modest negative signal but trivial in size relative to market cap. Monitor for any upcoming earnings or material events that may have prompted the sales. Given the strong historical positive alpha on U reports, this cluster alone is unlikely to drive significant downside.

DirectionBearish
Confidencemedium
Horizondays
Latest settled — T+20d ⚠ clustered
U ▼ -4.76% at T+20d
SHORT call ✓ call won +4.76% · α vs SPY +4.25% · entry $43.49 → $41.42
Next anchor: T+60d in 7w
Latest observation: T+22 +17.70% FF3 residual α
Entry anchored
Aug 26, 2026
via day open
T+1d
-0.41%
call +0.41% · α +0.19%
$43.31
settled 5w ago
T+5d
-3.24%
call +3.24% · α +3.51%
$42.08
settled 4w ago
T+20d
-4.76%
call +4.76% · α +4.25%
$41.42
settled 8d ago
T+60d
—
call — · α —
—
in 7w

Price Chart

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Executive Summary

CEO and CFO of Unity Software sold a combined $1.84M in open-market sales on August 25, 2026. While the dollar amount is modest relative to the $19.8B market cap (~0.009%), the cluster involves both the CEO and CFO selling on the same day, which is notable. The historical calibration shows strong positive alpha on prior U reports, but the insider selling pattern itself is a modest negative signal given the small size relative to market cap.

Key Financial Metrics

Direction
selling
Total Value
$1.8M
Insiders
2

Key Facts

  • CEO Matthew Bromberg sold 16,383 shares for ~$742K on 2026-08-25
  • CFO Jarrod Yahes sold 26,017 shares for ~$1.18M on 2026-08-25
  • Total insider sales of $1.84M represent ~0.009% of market cap
  • Both executives sold on the same day at similar prices (~$45.28-$45.96)

Financial Impact

Insider sales of $1.84M, representing 0.009% of $19.8B market cap

insider ownership

Risk Factors

  • Insider sales could indicate management sees limited near-term upside
  • Sales may be routine portfolio diversification or tax planning

Market Snapshot

Exchange
NYSE
Sector
Services-Prepackaged Software
Analyst Consensus
71% bullish (35 analysts)

Investment Themes

Gaming & Esports

Documents Analyzed

This report is based on 1 SEC document filed with EDGAR.

DocumentAccession Number
CLUSTER Data (Synthetic)cluster-U-1787790273852
14 reports for U
Performance horizon

Track record builds as more directional reports settle.

Filters
Rows
Reports for U — sortable, filterable
TypeNow
Sep 1, 2026
4w ago
Insider Cluster
NEUTRAL ★ 2/10
$40.76 $40.93▲ +0.42%▲ +0.75%$44.16 (+8.34%)
Aug 28, 2026
5w ago
Insider Cluster
BEARISH ★ 5/10
$43.31 $39.86▲ +7.97%▲ +8.23%$44.16 (−1.96%)
Aug 27, 2026
5w ago
Insider Cluster
BEARISH ★ 4/10
$43.49 $41.42▲ +4.76%▲ +4.25%$44.16 (−1.54%)
Aug 19, 2026
6w ago
144
NEUTRAL ★ 4/10
$47.11 $41.84▼ −11.19%▼ −9.23%$44.16 (−6.26%)
Aug 12, 2026
7w ago
144
NEUTRAL ★ 2/10
$44.53 $42.07▼ −5.52%▼ −3.63%$44.16 (−0.83%)
Aug 6, 2026
8w ago
8-K
BULLISH ★ 7/10
$40.81 $42.08▲ +3.11%▲ +2.51%$44.16 (+8.21%)
Jul 27, 2026
9w ago
8-K
NEUTRAL ★ 2/10
$31.83 $44.99▲ +41.34%▲ +37.96%$44.16 (+38.74%)
May 28, 2026
18w ago
Insider Cluster
NEUTRAL ★ 2/10
$30.47 $28.31▼ −7.09%▼ −5.29%$44.16 (+44.93%)
May 26, 2026
18w ago
144
NEUTRAL ★ 2/10
$27.76 $26.71▼ −3.78%▼ −1.88%$44.16 (+59.08%)
May 26, 2026
18w ago
144
NEUTRAL ★ 2/10
$27.76 $26.71▼ −3.78%▼ −1.88%$44.16 (+59.08%)
Showing 10 of 14

US Market Status

Market Open — Closes in 3h 41m

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Report published Aug 27, 2026