What is the 13F Pro Quality Score for U?

13F Pro ranks Unity Software Inc. (U) on the 13F Pro Quality Score, a 0–100 composite of 32 fundamental signals including return on invested capital, free cash flow consistency, balance-sheet strength, earnings quality, growth durability, and valuation discipline. The score refreshes after each 10-K and 10-Q filing on SEC EDGAR. View U's current score at https://13fpro.ai/research/U (free sign-up required for the full ranking).

Which hedge funds own the most U stock?

Based on the most recent Form 13F-HR filings on SEC EDGAR, the largest reported institutional holders of U include Silver Lake Group, L.L.C., SC US (TTGP), LTD., BlackRock,. Holdings are reported quarterly within 45 days of quarter-end and updated on https://13fpro.ai/research/U as soon as new 13F filings post.

Where does 13F Pro source U data?

All Unity Software Inc. fundamentals and ownership data come directly from SEC EDGAR. Unity Software Inc. files with the SEC under CIK 1810806. 13F Pro ingests XBRL financial facts from 10-K and 10-Q filings, Form 13F-HR institutional holdings, and Form 4 insider transactions, with no third-party rewrites or estimates.

Unity Software Inc. (U) is classified in the Technology sector. 13F Pro publishes sector-level fund flow analysis and quality leaders at https://13fpro.ai/research/sector/technology.

How often is U research updated on 13F Pro?

U's fundamentals refresh within hours of each new 10-K or 10-Q filing on SEC EDGAR. Institutional ownership updates after each quarterly 13F filing window. Insider transactions update after each Form 4 filing. The 13F Pro Quality Score recalculates after every fundamentals refresh.

Unity Software Inc.(U)Stock Analysis

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13F Pro Quality Score

35.1/100

Rank #2,161 of 2,879 stocks

View Technology peers →

Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Aug 14, 2026.

Revenue Growth

19.6/100

Profitability

12.5/100

Balance Sheet

18.1/100

Earnings Quality

30.0/100

Free Cash Flow

76.9/100

Institutional Flow

65.5/100

Revenue Scale

61.2/100

Dilution Risk

8.9/100

U Stock Analysis & AI Quality Score

AI stock analysis and institutional research for Unity Software Inc. (U), a Technology sector company. 13F Pro's AI-powered ranking engine scores U at 35.1/100 on a 32-signal composite quality model, placing it at rank #2,161 of 2,879 stocks — the bottom half of the AI-ranked universe. U scores in the top quartile across free cash flow (76.9). Areas of concern include profitability (12.5) and balance sheet strength (18.1), which score below median versus the broader universe. Shareholder dilution risk is elevated at 8.9/100, reflecting ongoing share issuance or stock-based compensation. Based on the latest XBRL financial filings (Q1 2026), Unity Software Inc. reports quarterly revenue of $508.2M, net income of $-347.6M, free cash flow of $66.5M. Top institutional holders of U by reported 13-F value include Silver Lake Group, L.L.C., SC US (TTGP), LTD., BlackRock,, based on the most recent SEC filings. U trades on the NYSE exchange and files with the SEC under CIK 1810806. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate U daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for Unity Software Inc. directly from SEC EDGAR. Unity Software Inc.'s 13F Pro composite quality score has ranged between 8 and 52 since 2021, currently 35.1 — a declining long-term trajectory across 56 quarterly and live scoring snapshots.

Revenue

Q1 2026

$508.2M

Net Income

Q1 2026

$-347.6M

Free Cash Flow

Q1 2026

$66.5M

ROIC

Q1 2026

-11.8%

Revenue & Net Income

Earnings Per Share

Key Financials Over Time

Export Financial Table · Pro+

Revenue

+2.0% YoY

$1.85BFY 2025

FY22 $1.39BFY23 $2.19BFY24 $1.81BFY25 $1.85B

Net Income

+39.4% YoY

$-402.8MFY 2025

FY22 $-921.1MFY23 $-822.0MFY24 $-664.1MFY25 $-402.8M

Operating Income

+36.6% YoY

$-479.1MFY 2025

FY22 $-882.2MFY23 $-832.8MFY24 $-755.1MFY25 $-479.1M

EPS (Diluted)

+42.9% YoY

$-0.96FY 2025

FY22 $-2.96FY23 $-2.16FY24 $-1.68FY25 $-0.96

Total Assets

+1.5% YoY

$6.84BFY 2025

FY22 $7.83BFY23 $7.24BFY24 $6.74BFY25 $6.84B

Op. Cash Flow

+34.0% YoY

$423.0MFY 2025

FY22 $-59.4MFY23 $234.7MFY24 $315.6MFY25 $423.0M

Metric	FY 2025	FY 2024	FY 2023	FY 2022	FY 2021	FY 2020
Revenue	$1.85B +2.0%	$1.81B -17.1%	$2.19B +57.2%	$1.39B +25.3%	$1.11B +43.8%	$772.4M
Net Income	$-402.8M +39.4%	$-664.1M +19.2%	$-822.0M +10.8%	$-921.1M -72.9%	$-532.6M -88.7%	$-282.3M
Operating Income	$-479.1M +36.6%	$-755.1M +9.3%	$-832.8M +5.6%	$-882.2M -65.9%	$-531.7M -93.5%	$-274.8M
EPS (Diluted)	$-0.96 +42.9%	$-1.68 +22.2%	$-2.16 +27.0%	$-2.96 -56.6%	$-1.89 -13.9%	$-1.66
Total Assets	$6.84B +1.5%	$6.74B -7.0%	$7.24B -7.5%	$7.83B +61.8%	$4.84B +81.2%	$2.67B
Operating Cash Flow	$423.0M +34.0%	$315.6M +34.4%	$234.7M +494.9%	$-59.4M +46.7%	$-111.4M -659.7%	$19.9M

AI Insight: U Financial Trends

Q1 2026 operating loss ballooned to -$351M — more than 3x the prior quarter — while equity collapsed $261M, signaling a severe one-quarter deterioration.

• Revenue grew from $449M in Q2 2024 to $508M in Q1 2026, a modest but steady upward trajectory over six quarters.

• Operating cash flow peaked at $155M in Q3 2025 but dropped sharply to $71M in Q1 2026, erasing recent momentum.

• Net loss spiked to -$348M in Q1 2026 from -$90M in Q4 2025, the worst quarter in the observed period by a wide margin.

• Equity fell from $3,237M in Q4 2025 to $2,976M in Q1 2026, the largest single-quarter equity decline in the dataset.

⚠ Q1 2026 operating loss of -$351M vs. -$107M in Q4 2025 — identify whether this is a one-time charge or structural deterioration.

⚠ Operating cash flow of $71M in Q1 2026 vs. $121M–$155M in prior two quarters — watch if cash generation recovers.

⚠ Total debt data is absent across all periods; debt load remains unassessable, creating a leverage blind spot.

AI Insight: U Ratio Trends

A severe Q1 2026 loss spike — operating margin cratering to -69.1% — overwhelms the gradual improvement seen through 2024–2025.

• Operating margin improved steadily from -28.8% in Q2 2024 to -21.2% in Q4 2025, suggesting nascent cost discipline.

• Q1 2026 operating margin collapsed to -69.1%, reversing all prior-year progress in a single quarter.

• ROIC deteriorated sharply to -47.2% in Q1 2026 from -13.2% in Q4 2025, signaling severe capital destruction.

• NPM swung from -17.9% in Q4 2025 to -68.4% in Q1 2026, the worst reading in the visible dataset.

⚠ Q1 2026 losses appear outsized relative to TTM (-36.5% OpMargin); identify whether a one-time charge drove the spike.

⚠ D/E data is absent across all periods — leverage profile is opaque and warrants independent scrutiny.

⚠ Monitor whether the Q4 2025 margin improvement trend resumes in Q2 2026 or was permanently derailed.

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Available Research

13F Pro tracks comprehensive data for Unity Software Inc. including:

SEC EDGAR filings (10-K, 10-Q, 8-K)

XBRL financial facts (revenue, EPS, margins)

Insider transactions (Form 4)

Institutional 13F holdings

Quality rankings (32 signals)

AI analyst debates & daily meetings

Historical financial trends

Peer comparison & sector analysis

Top Institutional Holders of U

Silver Lake Group, L.L.C.
$762.1M34,735,404 sh
SC US (TTGP), LTD.
$698.2M31,824,924 sh
BlackRock, Inc.
$415.4M18,934,202 sh
VANGUARD PORTFOLIO MANAGEMENT LLC
$407.8M18,587,893 sh
VANGUARD CAPITAL MANAGEMENT LLC
$341.3M15,557,101 sh
Atreides Management, LP
$271.7M12,385,322 sh
Slate Path Capital LP
$249.0M11,349,752 sh
WELLINGTON MANAGEMENT GROUP LLP
$217.6M9,918,411 sh
JANE STREET GROUP, LLC
$210.0M9,572,700 sh
JANE STREET GROUP, LLC
$193.6M8,823,700 sh

Fund	Value	Shares
Silver Lake Group, L.L.C.	$762.1M	34,735,404
SC US (TTGP), LTD.	$698.2M	31,824,924
BlackRock, Inc.	$415.4M	18,934,202
VANGUARD PORTFOLIO MANAGEMENT LLC	$407.8M	18,587,893
VANGUARD CAPITAL MANAGEMENT LLC	$341.3M	15,557,101
Atreides Management, LP	$271.7M	12,385,322
Slate Path Capital LP	$249.0M	11,349,752
WELLINGTON MANAGEMENT GROUP LLP	$217.6M	9,918,411
JANE STREET GROUP, LLC	$210.0M	9,572,700
JANE STREET GROUP, LLC	$193.6M	8,823,700

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Is U a good stock to buy?

13F Pro's AI-powered analysis of Unity Software Inc. (U) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Technology sector (listed on NYSE). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for U are available on the U stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing.

Which hedge funds own U?

Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling U. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of Unity Software Inc.'s investment landscape.