U
Unity Software Inc.
$27.24
+1.98%
$11.9B
No data for this timeframe.
Vol
Market Cap$11.9B
Cap SizeLarge Cap
Analyst ConsensusStrong Buy (74%)
Inst. Holders50 funds
Inst. Value$5.1B
Inst. Activity34 buys / 16 sells
Insider Activity0B / 11S
Insider Net $-$6.2M
Reddit Sentiment50° Neutral
SEC Reports7
Recent Activity
May 28, 2026
SEC
Two Unity insiders — the COO and Chief Accounting Officer — sold a combined $877K in open-market sales over a 7-day wind
CLUSTER — Impact 2/10
May 28, 2026
Insider
Blum Alexander sold 2,099 shares
SVP, Chief Operating Officer @ $27.37 ($57.4K)
May 26, 2026
SEC
Unity Software's CFO Jarrod Yahes filed a Form 144 to sell 24,021 common shares worth approximately $653,000. The sale i
144 — Impact 2/10
May 26, 2026
SEC
CEO Matthew S. Bromberg filed a Form 144 to sell 138,993 shares of Unity Software (~$3.78M), a mandatory sell-to-cover t
144 — Impact 2/10
May 26, 2026
Insider
Yahes Jarrod sold 24,021 shares
SVP, Chief Financial Officer @ $27.18 ($652.9K)
May 26, 2026
Insider
Bromberg Matthew S sold 138,993 shares
CEO and President @ $27.18 ($3.8M)
Inst.
WELLINGTON MANAGEMENT GROUP LLP — TRIM
9,918,411 shares ($217.6M)
Inst.
MORGAN STANLEY — ADD
6,638,790 shares ($145.7M)
Price Targets
$35.28
+29.5% upside
Strong Buy
Current $27.24
Low $28.00
Median $35.00
High $45.00
23 analysts
$28.00
$45.00
Analyst Ratings
9Strong Buy
16Buy
9Hold
0Sell
0Strong Sell
Recent Analyst Actions
| Date | Firm | Action | Rating |
|---|---|---|---|
| May 8, 2026 | Barclays | MAINTAIN | Equal-Weight → Equal-Weight |
| May 8, 2026 | Wells Fargo | MAINTAIN | Overweight → Overweight |
| May 8, 2026 | Wedbush | MAINTAIN | Outperform → Outperform |
| May 8, 2026 | Needham | MAINTAIN | Buy → Buy |
| May 7, 2026 | BTIG | MAINTAIN | Buy → Buy |
Earnings Estimates
| Period | EPS Est. | Range | Growth | # |
|---|---|---|---|---|
| Current Q | $0.25 ▲ +4.2% | $0.20 — $0.32 | 38% YoY | 10 |
| Next Q | $0.28 ▲ +7.1% | $0.22 — $0.34 | 38% YoY | 10 |
| Current FY | $1.03 ▲ +1.2% | $0.67 — $1.30 | 20% YoY | 13 |
| Next FY | $1.34 ▲ +5.7% | $1.01 — $1.82 | 30% YoY | 13 |
Latest Reports
NEUTRAL
CLUSTER
2/10
Two Unity insiders — the COO and Chief Accounting Officer — sold a combined $877K in open-market sales over a 7-day wind
May 28, 2026
NEUTRAL
144
2/10
Unity Software's CFO Jarrod Yahes filed a Form 144 to sell 24,021 common shares worth approximately $653,000. The sale i
May 26, 2026
Top Institutional Holders
| Fund | Value | Move |
|---|---|---|
| SC US (TTGP), LTD. | $698.2M | — |
| BlackRock, Inc. | $415.4M | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $407.8M | — |
| VANGUARD CAPITAL MANAGEMENT LLC | $341.3M | — |
| WELLINGTON MANAGEMENT GROUP LLP | $217.6M | TRIM |
Recent Insider Trades
| Date | Insider | Type | Value |
|---|---|---|---|
| May 28, 2026 | Blum Alexander | SELL | $57.4K |
| May 26, 2026 | Yahes Jarrod | SELL | $652.9K |
| May 26, 2026 | Bromberg Matthew | SELL | $3.8M |
| May 26, 2026 | Boyden Rebecca | SELL | $25.9K |
| May 26, 2026 | Blum Alexander | SELL | $516.7K |
Reddit Sentiment
50°
Neutral
Bearish
Neutral
Bullish
50 institutional holders with $5.1B total value (233,552,928 shares) as of 2026-Q1. Top holders: SC, BlackRock,, VANGUARD. Net buying activity: 34 institutions added/increased vs 16 reduced.
Top Institutional Holders — 2026-Q1
| # | Fund | Shares | Value | % of Tracked | Last Move |
|---|---|---|---|---|---|
| 1 | SC US (TTGP), LTD. | 31,824,924 | $698.2M | 13.6% | — |
| 2 | BlackRock, Inc. | 18,934,202 | $415.4M | 8.1% | — |
| 3 | VANGUARD PORTFOLIO MANAGEMENT LLC | 18,587,893 | $407.8M | 8.0% | — |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | 15,557,101 | $341.3M | 6.7% | — |
| 5 | WELLINGTON MANAGEMENT GROUP LLP | 9,918,411 | $217.6M | 4.2% | TRIM -36.0% |
| 6 | D. E. Shaw & Co., Inc. | 8,018,061 | $175.9M | 3.4% | — |
| 7 | TWO SIGMA INVESTMENTS, LP | 7,908,699 | $173.5M | 3.4% | — |
| 8 | CITADEL ADVISORS LLC | 7,020,200 | $154.0M | 3.0% | — |
| 9 | CITADEL ADVISORS LLC | 6,728,400 | $147.6M | 2.9% | — |
| 10 | Point72 Asset Management, L.P. | 6,677,309 | $146.5M | 2.9% | — |
| 11 | MORGAN STANLEY | 6,638,790 | $145.7M | 2.8% | ADD +76.0% |
| 12 | STATE STREET CORP | 5,931,616 | $130.1M | 2.5% | — |
| 13 | FMR LLC | 5,921,765 | $129.9M | 2.5% | TRIM -39.1% |
| 14 | Capital Research Global Investors | 5,123,630 | $112.4M | 2.2% | TRIM -63.6% |
| 15 | CITADEL ADVISORS LLC | 4,988,199 | $109.4M | 2.1% | — |
| 16 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 4,967,400 | $109.0M | 2.1% | — |
| 17 | Temasek Holdings (Private) Ltd | 4,582,843 | $100.5M | 2.0% | ADD +81.8% |
| 18 | Hood River Capital Management LLC | 4,493,753 | $98.6M | 1.9% | ADD +61.0% |
| 19 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 4,392,500 | $96.4M | 1.9% | — |
| 20 | DIMENSIONAL FUND ADVISORS LP | 4,245,014 | $93.1M | 1.8% | ADD +52.8% |
Recent Position Changes
| Fund | Action | Prev Shares | Curr Shares | Change % | Value | Quarter |
|---|---|---|---|---|---|---|
| WELLINGTON MANAGEMENT GROUP LLP | TRIM | 15,486,346 | 9,918,411 | -36.0% | $217.6M | 2026-Q1 |
| MORGAN STANLEY | ADD | 3,773,089 | 6,638,790 | +76.0% | $145.7M | 2026-Q1 |
| FMR LLC | TRIM | 9,721,848 | 5,921,765 | -39.1% | $129.9M | 2026-Q1 |
| Capital Research Global Investors | TRIM | 14,057,270 | 5,123,630 | -63.6% | $112.4M | 2026-Q1 |
| Temasek Holdings (Private) Ltd | ADD | 2,520,421 | 4,582,843 | +81.8% | $100.5M | 2026-Q1 |
| Hood River Capital Management LLC | ADD | 2,792,007 | 4,493,753 | +61.0% | $98.6M | 2026-Q1 |
| DIMENSIONAL FUND ADVISORS LP | ADD | 2,779,052 | 4,245,014 | +52.8% | $93.1M | 2026-Q1 |
| DEUTSCHE BANK AG\ | DOUBLED | 397,268 | 3,575,509 | +800.0% | $78.4M | 2026-Q1 |
| D1 Capital Partners L.P. | NEW | — | 3,259,983 | — | $71.5M | 2026-Q1 |
| Woodline Partners LP | DOUBLED | 314,860 | 3,096,121 | +883.3% | $67.9M | 2026-Q1 |
| Holocene Advisors, LP | NEW | — | 2,577,348 | — | $56.5M | 2026-Q1 |
| RENAISSANCE TECHNOLOGIES LLC | NEW | — | 2,485,597 | — | $54.5M | 2026-Q1 |
| Amundi | ADD | 1,281,161 | 2,229,427 | +74.0% | $48.9M | 2026-Q1 |
| Invesco Ltd. | TRIM | 2,903,554 | 1,730,070 | -40.4% | $38.0M | 2026-Q1 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | NEW | — | 1,588,003 | — | $34.8M | 2026-Q1 |
| MARSHALL WACE, LLP | NEW | — | 1,445,759 | — | $31.7M | 2026-Q1 |
| Capital World Investors | NEW | — | 1,379,310 | — | $30.3M | 2026-Q1 |
| AMERIPRISE FINANCIAL INC | TRIM | 2,473,011 | 1,251,297 | -49.4% | $27.5M | 2026-Q1 |
| TUDOR INVESTMENT CORP ET AL | DOUBLED | 509,275 | 1,210,390 | +137.7% | $26.6M | 2026-Q1 |
| Sumitomo Mitsui Trust Group, Inc. | TRIM | 1,872,333 | 1,111,451 | -40.6% | $24.4M | 2026-Q1 |
| BALYASNY ASSET MANAGEMENT L.P. | NEAR_EXIT | 4,157,271 | 670,735 | -83.9% | $14.7M | 2026-Q1 |
| JUPITER ASSET MANAGEMENT LTD | DOUBLED | 7,244 | 616,880 | +8415.7% | $13.5M | 2026-Q1 |
| Connor, Clark & Lunn Investment Management Ltd. | ADD | 326,293 | 485,353 | +48.7% | $10.6M | 2026-Q1 |
| Clear Street Group Inc. | DOUBLED | 61,538 | 386,051 | +527.3% | $8.5M | 2026-Q1 |
| CAPITAL FUND MANAGEMENT S.A. | DOUBLED | 155,473 | 353,189 | +127.2% | $7.7M | 2026-Q1 |
13 unique insiders with 24 transactions. Net insider value: -$6.2M ($0.00 bought, $6.2M sold).
Insider Transactions
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| May 28, 2026 | Blum Alexander | SVP, Chief Operating Officer | SELL | 2,099 | $27.37 | $57.4K |
| May 26, 2026 | Yahes Jarrod | SVP, Chief Financial Officer | SELL | 24,021 | $27.18 | $652.9K |
| May 26, 2026 | Bromberg Matthew S | CEO and President | SELL | 138,993 | $27.18 | $3.8M |
| May 26, 2026 | Boyden Rebecca Berenice | SVP, Chief Legal Officer | SELL | 952 | $27.20 | $25.9K |
| May 26, 2026 | Blum Alexander | SVP, Chief Operating Officer | SELL | 19,009 | $27.18 | $516.7K |
| May 26, 2026 | Barrysmith Mark | Chief Accounting Officer | SELL | 13,247 | $27.18 | $360.1K |
| May 13, 2026 | Whitehurst James M | Director | AWARD | 8,181 | — | — |
| May 13, 2026 | SLTA IV (GP), L.L.C. | Director | AWARD | 16,176 | — | — |
| May 13, 2026 | BOTHA ROELOF | Director | AWARD | 13,201 | — | — |
| May 13, 2026 | Schuler Barry | Director | AWARD | 13,015 | — | — |
| May 13, 2026 | Smith Keisha | Director | AWARD | 10,226 | — | — |
| May 13, 2026 | Sisco Daly Robynne | Director | AWARD | 7,995 | — | — |
| May 13, 2026 | Dovrat Shlomo | Director | AWARD | 12,086 | — | — |
| May 13, 2026 | Kim Bernard Jin | Director | AWARD | 7,995 | — | — |
| May 1, 2026 | Kim Bernard Jin | Director | AWARD | 14,743 | — | — |
| Mar 5, 2026 | Yahes Jarrod | SVP, Chief Financial Officer | SELL | 6,205 | $21.03 | $130.5K |
| Mar 2, 2026 | Blum Alexander | SVP, Chief Operating Officer | AWARD | 200,653 | — | — |
| Mar 2, 2026 | Yahes Jarrod | SVP, Chief Financial Officer | AWARD | 200,653 | — | — |
| Mar 2, 2026 | Bromberg Matthew S | CEO and President | AWARD | 503,966 | — | — |
| Mar 2, 2026 | Boyden Rebecca Berenice | SVP, Chief Legal Officer | AWARD | 45,146 | — | — |
| Feb 27, 2026 | Blum Alexander | SVP, Chief Operating Officer | SELL | 2,541 | $18.76 | $47.7K |
| Feb 25, 2026 | Blum Alexander | SVP, Chief Operating Officer | SELL | 10,164 | $18.07 | $183.7K |
| Feb 25, 2026 | Yahes Jarrod | SVP, Chief Financial Officer | SELL | 12,196 | $18.07 | $220.4K |
| Feb 25, 2026 | Barrysmith Mark | Chief Accounting Officer | SELL | 10,578 | $18.07 | $191.1K |
7 SEC filing reports analyzed. Sentiment: 0 bullish, 0 bearish, 0 mixed, 7 neutral. Avg impact: 2.4/10.
NEUTRAL
CLUSTER
2/10
Two Unity insiders — the COO and Chief Accounting Officer — sold a combined $877K in open-market sal
May 28, 2026
NEUTRAL
144
2/10
Unity Software's CFO Jarrod Yahes filed a Form 144 to sell 24,021 common shares worth approximately
May 26, 2026
NEUTRAL
144
2/10
CEO Matthew S. Bromberg filed a Form 144 to sell 138,993 shares of Unity Software (~$3.78M), a manda
May 26, 2026
NEUTRAL
3
2/10
Bernard Jin Kim filed a Form 3 initial statement of beneficial ownership with the SEC, disclosing 24
May 6, 2026
NEUTRAL
DEFA14A
3/10
Unity Software Inc. has filed a definitive proxy statement (DEFA14A) for an upcoming shareholder mee
Mar 27, 2026
NEUTRAL
CLUSTER
3/10
Unity Software's CFO sold $130K in shares, while top executives including the CEO, COO, CFO, and CLO
Mar 7, 2026
NEUTRAL
CLUSTER
3/10
Two C-suite executives at Unity Software — the SVP/Chief Operating Officer and Chief Accounting Offi
Feb 27, 2026
No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.
Current analyst consensus: Buy (74% buy). Based on 34 analysts: 9 strong buy, 16 buy, 9 hold, 0 sell, 0 strong sell.
Analyst Price Targets
$35.28 mean target
+29.5% upside
Strong Buy (1.77)
$28.00 Low
$45.00 High
| Metric | Value |
|---|---|
| Current Price | $27.24 |
| Target Low | $28.00 |
| Target Mean | $35.28 |
| Target Median | $35.00 |
| Target High | $45.00 |
| # Analysts | 23 |
| Recommendation | Strong Buy (1.77) |
Earnings Estimates & Revisions
| Period | EPS Avg | EPS Low | EPS High | EPS Growth | 30d Rev. | Up/Down | Rev. Avg | Rev. Growth | Analysts |
|---|---|---|---|---|---|---|---|---|---|
| Current Q 2026-06-30 |
$0.25 | $0.20 | $0.32 | 38.3% | +4.2% | 3↑ 3↓ | $0.5B | 16.7% | 10 |
| Next Q 2026-09-30 |
$0.28 | $0.22 | $0.34 | 38.4% | +7.1% | 5↑ 2↓ | $0.5B | 13.7% | 10 |
| Current FY 2026-12-31 |
$1.03 | $0.67 | $1.30 | 19.9% | +1.2% | 7↑ 4↓ | $2.1B | 15.2% | 13 |
| Next FY 2027-12-31 |
$1.34 | $1.01 | $1.82 | 29.5% | +5.7% | 8↑ 2↓ | $2.4B | 14.1% | 13 |
Current Quarter EPS Revision History
| Timepoint | EPS Estimate | Change |
|---|---|---|
| Current | $0.249 | |
| 7d ago | $0.248 | +0.001 |
| 30d ago | $0.239 | +0.010 |
| 60d ago | $0.236 | +0.013 |
| 90d ago | $0.223 | +0.026 |
15 analyst firms have rated this stock: 2 upgrades, 0 downgrades, 1 initiations.
Individual Analyst Actions
| Date | Analyst Firm | Action | Previous Rating | New Rating |
|---|---|---|---|---|
| May 8, 2026 | Barclays | MAINTAIN | Equal-Weight | Equal-Weight |
| May 8, 2026 | Wells Fargo | MAINTAIN | Overweight | Overweight |
| May 8, 2026 | Wedbush | MAINTAIN | Outperform | Outperform |
| May 8, 2026 | Needham | MAINTAIN | Buy | Buy |
| May 7, 2026 | BTIG | MAINTAIN | Buy | Buy |
| May 5, 2026 | UBS | MAINTAIN | Neutral | Neutral |
| Apr 30, 2026 | Citigroup | MAINTAIN | Buy | Buy |
| Apr 30, 2026 | Wedbush | REITERATE | Outperform | Outperform |
| Apr 27, 2026 | BTIG | REITERATE | Buy | Buy |
| Mar 27, 2026 | Morgan Stanley | MAINTAIN | Overweight | Overweight |
| Mar 27, 2026 | B of A Securities | MAINTAIN | Neutral | Neutral |
| Mar 27, 2026 | Citizens | REITERATE | Market Outperform | Market Outperform |
| Mar 27, 2026 | Wells Fargo | MAINTAIN | Overweight | Overweight |
| Mar 27, 2026 | Wedbush | REITERATE | Outperform | Outperform |
| Mar 27, 2026 | Needham | REITERATE | Buy | Buy |
| Mar 27, 2026 | BTIG | MAINTAIN | Buy | Buy |
| Mar 13, 2026 | Wedbush | REITERATE | Outperform | Outperform |
| Mar 3, 2026 | B of A Securities | UPGRADE | Underperform | Neutral |
| Feb 17, 2026 | BTIG | REITERATE | Buy | Buy |
| Feb 12, 2026 | Macquarie | MAINTAIN | Outperform | Outperform |
| Feb 12, 2026 | Citigroup | MAINTAIN | Buy | Buy |
| Feb 12, 2026 | UBS | MAINTAIN | Neutral | Neutral |
| Feb 12, 2026 | Goldman Sachs | MAINTAIN | Neutral | Neutral |
| Feb 12, 2026 | Citizens | MAINTAIN | Market Outperform | Market Outperform |
| Feb 12, 2026 | Barclays | MAINTAIN | Equal-Weight | Equal-Weight |
| Feb 12, 2026 | Wedbush | MAINTAIN | Outperform | Outperform |
| Feb 12, 2026 | Wells Fargo | MAINTAIN | Overweight | Overweight |
| Feb 12, 2026 | Needham | MAINTAIN | Buy | Buy |
| Feb 12, 2026 | BTIG | MAINTAIN | Buy | Buy |
| Feb 11, 2026 | Needham | REITERATE | Buy | Buy |
| Feb 10, 2026 | UBS | MAINTAIN | Neutral | Neutral |
| Feb 10, 2026 | Oppenheimer | UPGRADE | Perform | Outperform |
| Jan 16, 2026 | Freedom Capital Markets | INITIATE | — | Buy |
| Jan 13, 2026 | Goldman Sachs | MAINTAIN | Neutral | Neutral |
| Jan 13, 2026 | Morgan Stanley | MAINTAIN | Overweight | Overweight |
| Jan 8, 2026 | Wells Fargo | MAINTAIN | Overweight | Overweight |
| Jan 5, 2026 | Jefferies | MAINTAIN | Buy | Buy |
Monthly Consensus History
| Period | Strong Buy | Buy | Hold | Sell | Strong Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| 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% | |
| Jan 1, 2026 | 8 | 14 | 12 | 1 | 0 | 63% |
Strong BuyBuyHoldSellStrong Sell
No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.
50°
Neutral
Bearish
Neutral
Bullish
2 mentions
0 bullish
0 bearish
2 time periods
Reddit Sentiment History
| Date | Mentions | Sentiment | Bullish | Bearish | Threads |
|---|---|---|---|---|---|
| Mar 26, 2026 | 1 | 50° Neutral | 0 | 0 | 1 |
| Mar 26, 2026 | 1 | 50° Neutral | 0 | 0 | 1 |
Recent Reddit Threads
May 25, 2026
dark_pool
Dark Pool: U — 10.2M shares, 134,274 trades
Week starting 2026-05-25. Total ATS volume: 10,245,785 shares across 134,274 trades.
May 18, 2026
dark_pool
Dark Pool: U — 8.7M shares, 130,164 trades
Week starting 2026-05-18. Total ATS volume: 8,702,377 shares across 130,164 trades.
May 11, 2026
dark_pool
Dark Pool: U — 11.0M shares, 141,132 trades
Week starting 2026-05-11. Total ATS volume: 10,987,907 shares across 141,132 trades.
May 7, 2026
earnings_calendar
U Q1 2026 Earnings After Market Close — 2026-05-07
May 4, 2026
dark_pool
Dark Pool: U — 18.0M shares, 190,808 trades
Week starting 2026-05-04. Total ATS volume: 17,983,683 shares across 190,808 trades.
Apr 27, 2026
dark_pool
Dark Pool: U — 9.3M shares, 135,034 trades
Week starting 2026-04-27. Total ATS volume: 9,341,687 shares across 135,034 trades.
Apr 20, 2026
dark_pool
Dark Pool: U — 10.3M shares, 121,603 trades
Week starting 2026-04-20. Total ATS volume: 10,310,924 shares across 121,603 trades.
Apr 13, 2026
dark_pool
Dark Pool: U — 13.8M shares, 146,565 trades
Week starting 2026-04-13. Total ATS volume: 13,826,511 shares across 146,565 trades.
Apr 6, 2026
dark_pool
Dark Pool: U — 10.1M shares, 115,239 trades
Week starting 2026-04-06. Total ATS volume: 10,100,593 shares across 115,239 trades.
Mar 30, 2026
dark_pool
Dark Pool: U — 19.4M shares, 169,802 trades
Week starting 2026-03-30. Total ATS volume: 19,398,160 shares across 169,802 trades.
Mar 23, 2026
dark_pool
Dark Pool: U — 21.6M shares, 163,338 trades
Week starting 2026-03-23. Total ATS volume: 21,630,653 shares across 163,338 trades.
Mar 23, 2026
short_interest
FTD: U — 112,893 shares ($2.1M) failed to deliver
Settlement: 20260323, Price: $18.39, FTD Value: $2,076,102.27, UNITY SOFTWARE INC COM (DE)
Mar 16, 2026
dark_pool
Dark Pool: U — 12.8M shares, 140,646 trades
Week starting 2026-03-16. Total ATS volume: 12,831,368 shares across 140,646 trades.
Mar 9, 2026
dark_pool
Dark Pool: U — 13.4M shares, 147,269 trades
Week starting 2026-03-09. Total ATS volume: 13,382,729 shares across 147,269 trades.
Mar 2, 2026
dark_pool
Dark Pool: U — 15.9M shares, 162,025 trades
Week starting 2026-03-02. Total ATS volume: 15,921,369 shares across 162,025 trades.