Unity Software Inc.(U)Stock Analysis
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Rank #2,170 of 2,961 stocks
Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Nov 14, 2026.
Revenue Growth
Profitability
Balance Sheet
Earnings Quality
Free Cash Flow
Institutional Flow
Revenue Scale
Dilution Risk
U Stock Analysis & AI Quality Score
Data updated 2026-09-11AI stock analysis and institutional research for Unity Software Inc. (U), a Technology sector company. 13F Pro's AI-powered ranking engine scores U at 38.9/100 on a 32-signal composite quality model, placing it at rank #2,170 of 2,961 stocks — the bottom half of the AI-ranked universe. U scores in the top quartile across free cash flow (80.3). Areas of concern include profitability (13.0) and balance sheet strength (18.2), which score below median versus the broader universe. Shareholder dilution risk is elevated at 8.6/100, reflecting ongoing share issuance or stock-based compensation. Based on the latest XBRL financial filings (Q2 2026), Unity Software Inc. reports quarterly revenue of $546.5M, net income of $-23.6M, free cash flow of $202.0M. 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 33 and 52 since 2021, currently 38.9 — a declining long-term trajectory across 68 quarterly and live scoring snapshots.
Revenue
Q2 2026
$546.5M
Net Income
Q2 2026
$-23.6M
Free Cash Flow
Q2 2026
$202.0M
ROIC
Q2 2026
-4.3%
Revenue & Net Income
Earnings Per Share
Key Financials Over Time
Export Financial Table · ProRevenue
+2.0% YoYNet Income
+39.4% YoYOperating Income
+36.6% YoYEPS (Diluted)
+42.9% YoYTotal Assets
+1.5% YoYOp. Cash Flow
+34.0% YoYFree Cash Flow
+41.2% YoY| 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 |
| Free Cash Flow | $403.9M +41.2% | $286.0M +60.0% | $178.8M +253.4% | $-116.6M +24.0% | $-153.4M -657.7% | $-20.2M |
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Top Institutional Holders of U
Silver Lake Group, L.L.C.
$992.7M34,735,404 shSC US (TTGP), LTD.
$909.6M31,824,924 shBlackRock, Inc.
$668.2M23,380,305 shVANGUARD PORTFOLIO MANAGEMENT LLC
$584.9M20,466,738 shVANGUARD CAPITAL MANAGEMENT LLC
$491.7M17,205,571 shSlate Path Capital LP
$459.4M16,075,152 shAtreides Management, LP
$292.8M10,245,819 shD. E. Shaw & Co., Inc.
$259.6M9,082,560 shUBS Group AG
$235.6M8,241,936 shAQR CAPITAL MANAGEMENT LLC
$207.2M7,248,193 sh
| Fund | Value | Shares |
|---|---|---|
| Silver Lake Group, L.L.C. | $992.7M | 34,735,404 |
| SC US (TTGP), LTD. | $909.6M | 31,824,924 |
| BlackRock, Inc. | $668.2M | 23,380,305 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $584.9M | 20,466,738 |
| VANGUARD CAPITAL MANAGEMENT LLC | $491.7M | 17,205,571 |
| Slate Path Capital LP | $459.4M | 16,075,152 |
| Atreides Management, LP | $292.8M | 10,245,819 |
| D. E. Shaw & Co., Inc. | $259.6M | 9,082,560 |
| UBS Group AG | $235.6M | 8,241,936 |
| AQR CAPITAL MANAGEMENT LLC | $207.2M | 7,248,193 |
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Similarity is computed from the 8 composite sub-scores and latest-quarter 13F conviction holdings (index-style filers excluded). Refreshed monthly.
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Popular Research
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. U is classified as a large company.
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.