Congress trades

Unity Software Inc. (U)

NYSE · Technology · 7 congress trades · last filed 3 years ago

7
Congress disclosures shown
26d
Median delay on the congress disclosures
of the 45 day limit
4 buys·2 sells
Purchases and sales in the disclosures shown
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About Unity Software Inc.

from the company's filings and listing, as of Oct 25, 2026
Exchange
NYSE
Sector
Technology
Industry
Software - Application
Chief executive
Matthew Samuel Bromberg
Employees
4,412
Listed since
Sep 18, 2020
Market value
$18.0B
Price to earnings (12 mo)
-
Net income per share, as reported (12 mo)
-$1.34
Dividend yield
-

unity.com

Earnings

6 reported quarters · next on Nov 5, 2026
QuarterEPSEPS expectedRevenueRevenue expectedResult
Q2 FY2026reported Aug 6, 2026-$0.05-$0.11$546.5M$514.7MEPS beat, GAAPRevenue beat
Q1 FY2026reported May 7, 2026-$0.80-$0.21$508.2M$502.0MEPS miss, GAAPRevenue in line
Q4 FY2025reported Feb 11, 2026-$0.21$0.20$503.1M$492.8MEPS missRevenue beat
Q3 FY2025reported Nov 5, 2025$0.20$0.18$470.6M$453.0MEPS beatRevenue beat
Q2 FY2025reported Aug 6, 2025-$0.26$0.14$440.9M$427.8MEPS miss, GAAPRevenue beat
Q1 FY2025reported May 7, 2025-$0.19$0.12$435.0M$416.1MEPS miss, GAAPRevenue beat

Actual against the consensus estimate at the time. A flag marks a beat or a miss of more than 1.5% either way; inside that band the quarter is in line. A flag marked GAAP compares a GAAP figure the company reported with an adjusted consensus, two different measures, so a one-time gain or charge can move it either way. A flag reads n/a only when a number is missing. Quarterly EPS is the figure set against the consensus, usually adjusted, so the quarters need not add up to the 12-month net income per share above. An estimate is a forecast made by analysts, not a company target.

Executive pay

as filed for fiscal 2025 · proxy filed Mar 27, 2026
ExecutiveSalaryStock awardsOtherTotal
Jarrod YahesSenior Vice President, Chief Financial Officer$525K$15.7M$625K$16.8M
Matthew BrombergPresident and Chief Executive Officer$850K$8.8M$940K$10.6M
Felix ThéSenior Vice President, Chief AI Officer and Product and Technology, Grow$444K$9.4M$329K$10.2M
Alexander BlumSenior Vice President, Chief Operating Officer$548K$6.2M$472K$7.2M

The summary compensation table from the proxy statement for fiscal 2025, with titles as filed then. 1 executive who has since left the company is named in that filing and not shown here. Read the filing

Institutional holders

13F positions as of Jun 30, 2026
HolderValueSharesShares vs prior qtr% of shares out
Silver Lake Group, L.L.C.$992.7M34,735,4040.0%7.93%
SC US (Ttgp), Ltd.$909.6M31,824,9240.0%7.27%
BlackRock, Inc.$668.2M23,380,305+23.5%5.34%
Vanguard Portfolio Management LLC$584.9M20,466,738+10.1%4.67%
Vanguard Capital Management LLC$491.7M17,205,571+10.6%3.93%
Slate Path Capital LP$459.4M16,075,152+41.6%3.67%
Atreides Management, LP$292.8M10,245,819-17.3%2.34%
D. E. Shaw & Co., Inc.$259.6M9,082,560+13.3%2.07%
UBS Group AG$235.6M8,241,936+205.0%1.88%
AQR Capital Management LLCCliff Asness$207.2M7,248,193+2420.7%1.66%
State Street Corp$194.8M6,816,900+14.9%1.57%
Point72 Asset Management, L.P.Steve Cohen$194.5M6,805,922+1.9%1.55%

A 13F reports long US equity positions and is filed within 45 days of the quarter end, so these are positions as they stood on Jun 30, 2026. For a manager's whole book see the fund directory. What a 13F covers and leaves out is explained in our guide to Form 13F.

Tracked fund managers holding U

4 managers
ManagerValueSharesShare of book
Slate Path Capital$459.4M16,075,1526.4%
Atreides Management$292.8M10,245,8192.0%
D1 Capital PartnersDaniel Sundheim$102.1M3,572,4730.3%
Steadfast Capital Management$19.0M664,4000.6%

4 of the 97 fund managers we track list U shares among the largest positions in their latest 13F, filed for Q2 2026. A manager can hold it further down the book too, so this is a floor, not a count. Share of book is the position against the manager's whole disclosed 13F value.

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Congress trades in U

7 disclosures of 7 on record · median 26d of the 45 allowed

Since the trade: the stock's move from the trade date to the latest close we hold (figures as of Oct 24, 2026), not the member's result. Not investment advice.

MemberTypeActionAmount disclosedStock since the tradeTrade dateDisclosedDelay
Ro KhannaStockSale$1,001 - $15,000+9.9%After the saleS&P 500 +59.5% · -49.7 pts vs S&P 500Jan 10, 2024Feb 5, 202426d
Deborah K. RossSpouseStockExchange$1,001 - $15,000+64.6%S&P 500 +100.1% · -35.5 pts vs S&P 500Nov 7, 2022May 14, 2023188d
Ro KhannaStockPurchase$1,001 - $15,000+55.0%S&P 500 +105.0% · -49.9 pts vs S&P 500Nov 3, 2022Dec 6, 202233d
Ro KhannaStockPurchase$1,001 - $15,000-34.2%S&P 500 +83.6% · -117.8 pts vs S&P 500May 5, 2022Jun 10, 202236d
Ro KhannaStockSale$1,001 - $15,000-0.6%After the saleS&P 500 +91.5% · -92.1 pts vs S&P 500May 23, 2022Jun 10, 202218d
Ro KhannaStockPurchase$1,001 - $15,000-54.9%S&P 500 +72.7% · -127.7 pts vs S&P 500Apr 11, 2022May 6, 202225d
Ro KhannaStockPurchase$1,001 - $15,000-48.2%S&P 500 +73.5% · -121.7 pts vs S&P 500Apr 21, 2022May 6, 202215d

Since the trade is an estimate, set beside the S&P 500 over the same window, with the gap between the two in percentage points. The filing carries a band, not a fill, and a sale keeps the stock's sign, so a positive figure after a sale means the stock kept rising after it. An option row carries the underlying stock's move. A row marked n/a is one we hold no figure for.

A delay above 45 days is the gap between the dates on the report; we mark a filing late only after checking it.

Every Congress trade in U, filterable by party, chamber, type and account.

Members of Congress reporting a position

1 member · estimate, as of Oct 24, 2026

1 member reports a position (estimated). The largest estimated position is in the $1,001 - $15,000 band.

MemberParty, chamberEstimated positionShare of their portfolio
Deborah K. RossDemocrat · House$1,001 - $15,0000.5%

Estimate, as of Oct 24, 2026. Each position is modelled from the member's disclosed transactions and annual filings: the midpoint of each disclosed band, moved with the stock's price since the trade. It is a rough estimate of a reported position, not a figure from a filing, which is why it is shown as a band. Share of portfolio sets that estimate against the member's whole estimated public-stock portfolio.

Questions

Which members of Congress have traded U?

Ro Khanna and Deborah K. Ross disclosed U transactions in the filings shown here.

Which members of Congress hold U?

1 member of Congress reports a position in U in the estimate we hold as of Oct 24, 2026. The estimated position belongs to Deborah K. Ross. The estimate is built from disclosed transactions and annual filings, so it is shown as a band rather than a figure from a filing.

How quickly are U trades disclosed?

Congressional disclosures took a median of 26 days, against the 45 the STOCK Act allows.

How to read a STOCK Act filing

WHAT THE FILING ACTUALLY SAYS

$A range, not an amount. Members disclose a band such as $1,001 to $15,000. The band is the filing, and we do not narrow it.
45Up to 45 days after the trade, lawfully. The delay column counts calendar days from the transaction to its publication. Inside 45 days is within the law.
OPAn option names the underlying. A contract on a company is described using that company's name, so it can read like a share purchase. Those rows say otherwise.

Congress rows disclose a value range rather than an exact amount, and the STOCK Act allows up to 45 days to report. Full sourcing and the limits of this data are on the methodology page. A filing is a record of a transaction, not a signal, and nothing here is investment advice.

Data as of Oct 26, 2026.

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