Insider Cluster (2 insiders) ·Filed May 28, 2026

U

Unity Software Inc.
NEUTRAL
Impact 2/10
Horizondays Processed4mo ago
Insider cluster: 2 insiders, $877K total
Actionable Insight • Neutral

Insider sales are immaterial in size and involve non-CEO/CFO executives. No bearish read-through warranted. Monitor next earnings for any fundamental deterioration, but this cluster alone does not signal a change in outlook.

DirectionNeutral
Confidencehigh
Horizondays
Final — all horizons settled through T+60d
U ▲ +51.49% at T+60d
NEUTRAL call ✓ call won +51.49% · α vs SPY +50.31% · entry $30.47 → $46.16
Entry anchored
May 28, 05:50 PM ET
via exchange tick
T+1d
+5.58%
call +5.58% · α +5.30%
$32.17
settled 4mo ago
T+5d
-4.10%
call -4.10% · α -3.81%
$29.22
settled 4mo ago
T+20d
-7.09%
call -7.09% · α -5.29%
$28.31
settled 3mo ago
T+60d
+51.49%
call +51.49% · α +50.31%
$46.16
settled 6w ago

Price Chart

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Executive Summary

Two Unity insiders — the COO and Chief Accounting Officer — sold a combined $877K in open-market sales over a 7-day window, representing ~0.007% of the company's $12.1B market cap. The dollar value is trivial relative to company size, and the sales cluster is likely driven by routine liquidity or vesting-related planning rather than a coordinated bearish signal.

Key Financial Metrics

Direction
selling
Total Value
$877.0K
Insiders
2

Key Facts

  • COO Alexander Blum sold 21,108 shares total ($574K) on May 26 and May 28, 2026
  • CAO Mark Barrysmith sold 13,247 shares ($360K) on May 26, 2026
  • Total cluster value of $877K is ~0.007% of Unity's $12.1B market cap
  • No C-suite CEO or CFO sales in the cluster
  • All sales were open-market transactions (code S)

Financial Impact

$877K total insider sales, negligible relative to $12.1B market cap

Risk Factors

  • Insider sales could accelerate if management perceives headwinds, but current volume is too small to indicate such
  • No other cross-filing context (earnings, offering, late filing) was provided to amplify this signal

Market Snapshot

Exchange
NYSE
Sector
Services-Prepackaged Software
Analyst Consensus
72% bullish (36 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-1780009622152
14 reports for U
Performance horizon
100% Hit rate 3 of 3 directional calls best @ T+5▲ +12.20%Aug 6, 2026
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%$43.61 (+6.99%)
Aug 28, 2026
5w ago
Insider Cluster
BEARISH ★ 5/10
$43.31 $39.86▲ +7.97%▲ +8.23%$43.61 (−0.69%)
Aug 27, 2026
5w ago
Insider Cluster
BEARISH ★ 4/10
$43.49 $41.42▲ +4.76%▲ +4.25%$43.61 (−0.28%)
Aug 19, 2026
6w ago
144
NEUTRAL ★ 4/10
$47.11 $41.84▼ −11.19%▼ −9.23%$43.61 (−7.43%)
Aug 12, 2026
7w ago
144
NEUTRAL ★ 2/10
$44.53 $42.07▼ −5.52%▼ −3.63%$43.61 (−2.07%)
Aug 6, 2026
8w ago
8-K
BULLISH ★ 7/10
$40.81 $42.08▲ +3.11%▲ +2.51%$43.61 (+6.86%)
Jul 27, 2026
9w ago
8-K
NEUTRAL ★ 2/10
$31.83 $44.99▲ +41.34%▲ +37.96%$43.61 (+37.01%)
May 28, 2026
18w ago
Insider Cluster
NEUTRAL ★ 2/10
$30.47 $28.31▼ −7.09%▼ −5.29%$43.61 (+43.12%)
May 26, 2026
18w ago
144
NEUTRAL ★ 2/10
$27.76 $26.71▼ −3.78%▼ −1.88%$43.61 (+57.10%)
May 26, 2026
18w ago
144
NEUTRAL ★ 2/10
$27.76 $26.71▼ −3.78%▼ −1.88%$43.61 (+57.10%)
Showing 10 of 14

US Market Status

Market Closed — Opens Mon (64h 17m)

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Report published May 28, 2026