UNITY SOFTWARE INC (U) — Hedge Fund Ownership Q1 2026
U
- UNITY SOFTWARE INC (U) is held by 2 of 84 tracked hedge funds, with Atreides Management (7%) and Duquesne Family Office (1%) holding the largest stakes, indicating limited hedge fund interest relative to peers.
- The biggest increases in U holdings came from Atreides Management (+34%) and Duquesne Family Office (+80%), highlighting conviction.
- 1 hedge fund exited U.
- Overall, hedge funds increased exposure to UNITY SOFTWARE INC (U) by +36% vs the prior quarter and +47% vs prior year.
| # | Fund | % of Portfolio † | Shares † | Shares vs Prior Quarter † | Shares vs Prior Year † | Aggregate Value † | Reported Price * | Option |
|---|---|---|---|---|---|---|---|---|
| 1 |
Atreides Management
|
7.42% | 13.9M | +34.48% | +47.23% | $304.6M | $21.94 | — |
| 2 |
Duquesne Family Office
|
0.55% | 739K | +80.18% | — | $16.2M | $21.94 | — |
| — |
Polen Capital Management
|
— | — | EXITED | — | — | — | — |
| 2 | Total | — | 14.6M | +36.15% | +47.23% | $320.9M | — | — |
* Reported price is not an actual purchase or sale price. It is the price as of the last portfolio date.
† Portfolio value, share counts, and period-over-period changes exclude options positions (PUT/CALL), which are shown in the Option column for reference only.
† Portfolio value, share counts, and period-over-period changes exclude options positions (PUT/CALL), which are shown in the Option column for reference only.