Fulcrum Asset Management LLP Purchases New Position in Unity Software Inc. $U

11 Nov 2026, 08:56 by Sarita Garza · The Markets Daily

Fulcrum Asset Management LLP acquired a new stake in Unity Software Inc. (NYSE:U – Free Report) in the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm acquired 46,713 shares of the company’s stock, valued at approximately $1,855,000.

A number of other hedge funds have also recently added to or reduced their stakes in the company. Fortitude Family Office LLC increased its holdings in shares of Unity Software by 56.1% during the third quarter. Fortitude Family Office LLC now owns 840 shares of the company’s stock valued at $34,000 after acquiring an additional 302 shares in the last quarter. Provenance Wealth Advisors LLC bought a new position in shares of Unity Software in the 3rd quarter worth $37,000. Global Retirement Partners LLC bought a new position in shares of Unity Software in the 2nd quarter worth $56,000. Versant Capital Management Inc grew its position in Unity Software by 37.6% in the 2nd quarter. Versant Capital Management Inc now owns 2,041 shares of the company’s stock valued at $58,000 after purchasing an additional 558 shares during the period. Finally, Pacer Advisors Inc. grew its position in Unity Software by 59.5% in the 1st quarter. Pacer Advisors Inc. now owns 2,626 shares of the company’s stock valued at $58,000 after purchasing an additional 980 shares during the period. Institutional investors and hedge funds own 73.46% of the company’s stock.

Analyst Ratings Changes

A number of brokerages have commented on U. Weiss Ratings restated a “sell (d-)” rating on shares of Unity Software in a research note on Monday, November 2nd. Raymond James Financial reaffirmed an “outperform” rating and issued a $60.00 price objective on shares of Unity Software in a research note on Thursday, November 5th. BTIG Research restated a “buy” rating and issued a $60.00 target price (up from $53.00) on shares of Unity Software in a report on Thursday, November 5th. The Goldman Sachs Group restated a “neutral” rating and issued a $62.00 target price on shares of Unity Software in a report on Friday. Finally, Oppenheimer reaffirmed an “outperform” rating and issued a $64.00 price target (up from $47.00) on shares of Unity Software in a research report on Friday, November 6th. Two investment analysts have rated the stock with a Strong Buy rating, sixteen have assigned a Buy rating, three have assigned a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat, the stock has an average rating of “Moderate Buy” and a consensus price target of $56.32.

View Our Latest Stock Report on Unity Software

Unity Software Trading Down 2.0%

Shares of Unity Software stock opened at $50.40 on Wednesday. The stock has a fifty day simple moving average of $42.81 and a 200 day simple moving average of $31.93. Unity Software Inc. has a 12-month low of $16.78 and a 12-month high of $54.26. The company has a market capitalization of $22.37 billion, a P/E ratio of -62.22, a price-to-earnings-growth ratio of 2.24 and a beta of 2.08. The company has a current ratio of 2.03, a quick ratio of 2.03 and a debt-to-equity ratio of 0.55.

Unity Software (NYSE:U – Get Free Report) last issued its quarterly earnings data on Thursday, November 5th. The company reported $0.44 earnings per share for the quarter, beating the consensus estimate of $0.03 by $0.41. The business had revenue of $622.09 million for the quarter, compared to analysts’ expectations of $567.03 million. Unity Software had a positive return on equity of 9.89% and a negative net margin of 15.60%. The business’s revenue was up 32.2% on a year-over-year basis. During the same period last year, the business earned $0.20 EPS. On average, sell-side analysts anticipate that Unity Software Inc. will post 0.55 earnings per share for the current fiscal year.

More Unity Software News

Here are the key news stories impacting Unity Software this week:

Positive Sentiment: Q3 results beat expectations. Revenue rose 32.2% year over year to $622.1 million, and Unity reported $0.44 per share in profit. Coverage also highlighted its first GAAP-profitable quarter since its IPO, helping lift investor interest. Unity stock trades up: here is why
Positive Sentiment: Analysts see further potential. Bank of America said Unity’s results reinforce the opportunity in its game-engine business and that its full gaming potential may not yet be reflected in the stock. A separate report said Unity’s price target was raised to $59. BofA on Unity’s gaming potential Unity price target raised
Neutral Sentiment: Recent gains have been followed by a pullback. Unity had broken out and rallied after earnings, but trading coverage later noted the stock lower. The reports do not identify a specific new company development behind that move, so it may reflect near-term trading or profit-taking rather than a change in the earnings outlook. Market trading report
Negative Sentiment: CEO Matthew Bromberg sold 100,000 shares for about $5.13 million, reducing his position by 6.49%. The sale was made under a pre-arranged Rule 10b5-1 plan, and he retained more than 1.44 million shares, which may temper concerns about the transaction. SEC Form 4 filing

Insider Activity

In related news, COO Alexander Blum sold 43,556 shares of the business’s stock in a transaction dated Friday, August 28th. The shares were sold at an average price of $43.51, for a total transaction of $1,895,121.56. Following the transaction, the chief operating officer directly owned 661,855 shares in the company, valued at approximately $28,797,311.05. The trade was a 6.17% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CFO Jarrod Yahes sold 26,017 shares of the company’s stock in a transaction dated Tuesday, August 25th. The stock was sold at an average price of $45.31, for a total transaction of $1,178,830.27. Following the completion of the sale, the chief financial officer directly owned 678,343 shares of the company’s stock, valued at $30,735,721.33. The trade was a 3.69% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The sale was made to cover tax withholding obligations related to the vesting of equity awards. In the last three months, insiders have sold 209,547 shares of company stock worth $10,014,202. Company insiders own 0.77% of the company’s stock.

Unity Software Profile

(Free Report)

Unity Software develops a platform and tools for creating and operating interactive, real-time 2D and 3D content. Its Unity Editor and engine are used by developers to build games and other digital experiences for mobile devices, computers, consoles, and extended-reality platforms. The company also provides services that support the delivery and growth of interactive applications, including tools for collaboration, analytics, advertising, and in-app monetization. Unity’s products serve customers across industries such as gaming, entertainment, automotive, and architecture.