Market Cap
$17.5B
U
Unity Software Inc.
$44.40 ▲ +1.81%
Prev close $43.61Market cap$17.5B
ConsensusStrong Buy
12-mo target$49.39 (+11.2%)
▲ Bullish
Analyst conviction 9/10
Insider Selling Cluster (4 insiders)High Impact Filing (7/10)30 New Institutional Positions20 Institutional Exits Gaming & Esports
Snapshot
The big-picture read on U right now — valuation, ownership and activity at a glance.
Cap Size
Large Cap
Analyst Consensus
Strong Buy (85%)
Inst. Holders
50 funds
Inst. Value
$8.1B
Inst. Activity
30 buys / 20 sells
Insider Activity
$0.00 buy / $11.0M sell
Insider Net $
-$11.0M
Social Sentiment
50° Neutral
SEC Reports
14
Price chart 30d +8.9%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
No data for this timeframe.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Sep 29, 2026 short_volume
Sep 1, 2026 SEC Short Volume: U — 61.0% short (2.8M / 4.5M)
Short: 2,770,831 | Exempt: 3,497 | TRF Vol: 4,543,699 | Short Ratio: 61.0% | Off-exchange volume (da
Four C-suite insiders at Unity Software (U) sold a total of $2.40M in shares over a four-day window (Aug 25–28), led by
CLUSTER — Impact 2/10
Four top executives at Unity Software (CEO, CFO, COO, and Chief Legal Officer) collectively sold ~$2.08M in open-market
CLUSTER — Impact 5/10
Aug 28, 2026 Insider
Blum Alexander sold 31,609 shares
SVP, Chief Operating Officer @ $43.38 ($1.4M)
Aug 28, 2026 Insider
Aug 27, 2026 SEC Blum Alexander sold 11,947 shares
SVP, Chief Operating Officer @ $43.86 ($524.0K)
CEO and CFO of Unity Software sold a combined $1.84M in open-market sales on August 25, 2026. While the dollar amount is
CLUSTER — Impact 4/10
Aug 27, 2026 Insider
Blum Alexander sold 1,964 shares
SVP, Chief Operating Officer @ $44.81 ($88.0K)
Jun 30, 2026 Inst.
UBS Group AG — DOUBLED
8,241,936 shares ($235.6M)
Analyst ratings buy % +34.9%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
85% rate it Buy or better · 34 analysts
Recent analyst actions
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Sep 25, 2026 | Freedom Capital Markets | MAINTAIN | Buy | 46% |
| Aug 10, 2026 | Citigroup | MAINTAIN | Buy | 55% |
| Aug 7, 2026 | UBS | MAINTAIN | Neutral | 55% |
| Aug 7, 2026 | Piper Sandler | MAINTAIN | Overweight | 54% |
| Aug 7, 2026 | Benchmark | UPGRADE | Buy | 54% |
| Aug 7, 2026 | HSBC | UPGRADE | Buy | 55% |
| Aug 7, 2026 | Oppenheimer | MAINTAIN | Outperform | 52% |
| Aug 7, 2026 | Citizens | MAINTAIN | Market Outperform | 38% |
| Aug 7, 2026 | Wells Fargo | MAINTAIN | Overweight | 54% |
| Aug 7, 2026 | Needham | MAINTAIN | Buy | 50% |
Monthly consensus history
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 10 | 19 | 5 | 0 | 0 | 85% | |
| Aug 1, 2026 | 9 | 16 | 10 | 0 | 0 | 71% | |
| Jul 1, 2026 | 9 | 16 | 10 | 0 | 0 | 71% | |
| Jun 1, 2026 | 9 | 16 | 9 | 0 | 0 | 74% | |
| May 1, 2026 | 10 | 16 | 10 | 0 | 0 | 72% | |
| Apr 1, 2026 | 10 | 16 | 10 | 0 | 0 | 72% | |
| Mar 1, 2026 | 9 | 16 | 10 | 1 | 0 | 69% | |
| Feb 1, 2026 | 8 | 16 | 11 | 1 | 0 | 67% |
Price targets
Where 24 covering analysts think U trades over the next 12 months.
$49.39 +11.2% upside Buy
Current$44.40 Low$35.00 Median$50.00 High$55.00 24 analysts
$35.00$55.00
Analyst rating Strong Buy· 1.5/5 as of Oct 2, 2026
Social media sentiment mood +0.0%
Retail-investor mood aggregated across social media. 0° = very bearish, 100° = very bullish.
50°
Neutral
BearishNeutralBullish
Recent posts
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
14 SEC filing reports analyzed · 1 bullish, 2 bearish, 0 mixed, 11 neutral · avg impact 3.1/10.
NEUTRALCLUSTER2/10
Four C-suite insiders at Unity Software (U) sold a total of $2.40M in shares over a four-day window
Sep 1, 2026
BEARISHCLUSTER5/10
Four top executives at Unity Software (CEO, CFO, COO, and Chief Legal Officer) collectively sold ~$2
Aug 28, 2026
BEARISHCLUSTER4/10
CEO and CFO of Unity Software sold a combined $1.84M in open-market sales on August 25, 2026. While
Aug 27, 2026
NEUTRAL1444/10
Former director Shlomo Dovrat filed a Form 144 to sell 58,598 shares of Unity Software Inc., valued
Aug 19, 2026
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Sep 29, 2026
short_volume
Short Volume: U — 61.0% short (2.8M / 4.5M)
Short: 2,770,831 | Exempt: 3,497 | TRF Vol: 4,543,699 | Short Ratio: 61.0% | Off-exchange volume (dark pool + OTC)
Sep 23, 2026
short_volume
Short Volume: U — 61.7% short (2.6M / 4.1M)
Short: 2,554,629 | Exempt: 3,174 | TRF Vol: 4,137,183 | Short Ratio: 61.7% | Off-exchange volume (dark pool + OTC)
Sep 21, 2026
short_volume
Short Volume: U — 79.9% short (5.1M / 6.3M)
Short: 5,066,357 | Exempt: 279 | TRF Vol: 6,342,996 | Short Ratio: 79.9% | Off-exchange volume (dark pool + OTC)
Sep 7, 2026
dark_pool
Dark Pool: U — 6.8M shares, 103,061 trades
Week starting 2026-09-07. Total ATS volume: 6,813,239 shares across 103,061 trades.
Aug 31, 2026
dark_pool
Dark Pool: U — 10.0M shares, 130,742 trades
Week starting 2026-08-31. Total ATS volume: 9,974,421 shares across 130,742 trades.
Earnings estimates
Forecast earnings per share and revenue by period — and whether estimates are rising.
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $0.34 | $0.29–$0.40 | 72.4% | +0.0% | 11↑ 0↓ | $0.6B | 11 |
| Next Q | $0.37 | $0.30–$0.43 | 56.1% | +0.0% | 11↑ 0↓ | $0.6B | 11 |
| Current FY | $1.21 | $0.83–$1.48 | 40.8% | +0.0% | 14↑ 0↓ | $2.2B | 15 |
| Next FY | $1.74 | $1.08–$2.35 | 43.7% | +0.0% | 14↑ 0↓ | $2.7B | 15 |
Current-quarter EPS estimate — revision history
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $0.345 | — |
| 7d ago | $0.345 | — |
| 30d ago | $0.345 | — |
| 60d ago | $0.279 | +0.066 |
| 90d ago | $0.277 | +0.068 |
Institutional ownership
Which big funds own U (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $8.1B total value (282,422,148 shares) as of 2026-Q2. Top holders: SC, BlackRock,, VANGUARD. Net buying activity: 30 institutions added/increased vs 20 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| SC US (TTGP), LTD. | 31,824,924 | $909.6M | 11.3% | — |
| BlackRock, Inc. | 23,380,305 | $668.2M | 8.3% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 20,466,738 | $584.9M | 7.2% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 17,205,571 | $491.7M | 6.1% | — |
| Atreides Management, LP | 10,245,819 | $292.8M | 3.6% | — |
| D. E. Shaw & Co., Inc. | 9,082,560 | $259.6M | 3.2% | — |
| UBS Group AG | 8,241,936 | $235.6M | 2.9% | DOUBLED +205.0% |
| AQR CAPITAL MANAGEMENT LLC | 7,248,193 | $207.2M | 2.6% | — |
| STATE STREET CORP | 6,816,900 | $194.8M | 2.4% | — |
| Point72 Asset Management, L.P. | 6,805,922 | $194.5M | 2.4% | — |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| UBS Group AG | DOUBLED | 2,701,908 | 8,241,936 | +205.0% | $235.6M |
| WELLINGTON MANAGEMENT GROUP LLP | TRIM | 9,918,411 | 5,710,223 | -42.4% | $163.2M |
| NORGES BANK | NEW | — | 5,684,941 | — | $162.5M |
| Capital World Investors | DOUBLED | 1,379,310 | 5,614,947 | +307.1% | $160.5M |
| MILLENNIUM MANAGEMENT LLC | ADD | 3,239,465 | 4,551,519 | +40.5% | $130.1M |
| GOLDMAN SACHS GROUP INC | ADD | 2,506,223 | 4,360,228 | +74.0% | $124.6M |
| AMERIPRISE FINANCIAL INC | DOUBLED | 1,251,297 | 4,120,732 | +229.3% | $117.8M |
| Holocene Advisors, LP | ADD | 2,577,348 | 3,719,509 | +44.3% | $106.3M |
| MORGAN STANLEY | TRIM | 6,638,790 | 2,872,226 | -56.7% | $82.1M |
| VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | NEW | — | 2,460,700 | — | $70.3M |
Insider activity
Buying and selling by company executives and directors (SEC Form 4).
15 insiders, 39 transactions. Net -$11.0M — $0.00 bought, $11.0M sold.
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Aug 28, 2026 | Blum Alexander | SVP, Chief Operating Officer | SELL | 31,609 | $43.38 | $1.4M |
| Aug 28, 2026 | Blum Alexander | SVP, Chief Operating Officer | SELL | 11,947 | $43.86 | $524.0K |
| Aug 27, 2026 | Blum Alexander | SVP, Chief Operating Officer | SELL | 1,964 | $44.81 | $88.0K |
| Aug 25, 2026 | Yahes Jarrod | SVP, Chief Financial Officer | SELL | 24,817 | $45.28 | $1.1M |
| Aug 25, 2026 | Yahes Jarrod | SVP, Chief Financial Officer | SELL | 1,200 | $45.95 | $55.1K |
| Aug 25, 2026 | Bromberg Matthew S | President and CEO | SELL | 15,713 | $45.28 | $711.5K |
| Aug 25, 2026 | Bromberg Matthew S | President and CEO | SELL | 670 | $45.96 | $30.8K |
| Aug 25, 2026 | Boyden Rebecca Berenice | SVP, Chief Legal Officer | SELL | 940 | $45.26 | $42.5K |
| Aug 25, 2026 | Boyden Rebecca Berenice | SVP, Chief Legal Officer | SELL | 92 | $45.92 | $4.2K |
| Aug 25, 2026 | Blum Alexander | SVP, Chief Operating Officer | SELL | 19,455 | $45.27 | $880.7K |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for U.
Shares short
29,118,666
Settlement Sep 15, 2026
Change vs prior
-16.5%
Semi-monthly cycle
Days to cover
3.5
At avg daily volume
Of shares outstanding
≈6.6%
Estimate — not % of float
All U filing & press-release reports (14)
- CLUSTER reportSep 1, 2026
- CLUSTER reportAug 28, 2026
- CLUSTER reportAug 27, 2026
- 144 reportAug 19, 2026
- 144 reportAug 12, 2026
- 8-K reportAug 6, 2026
- 8-K reportJul 27, 2026
- CLUSTER reportMay 28, 2026
- 144 reportMay 26, 2026
- 144 reportMay 26, 2026
- 3 reportMay 6, 2026
- DEFA14A reportMar 27, 2026
- CLUSTER reportMar 7, 2026
- CLUSTER reportFeb 27, 2026