Vanguard Group Inc. Grows Stock Holdings in Unity Software Inc. $U

01 May 2026, 10:06 by Teresa Graham · The Cerbat Gem

Vanguard Group Inc. raised its position in shares of Unity Software Inc. (NYSE:U – Free Report) by 2.9% in the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 35,553,296 shares of the company’s stock after buying an additional 996,685 shares during the period. Vanguard Group Inc. owned about 8.31% of Unity Software worth $1,570,389,000 as of its most recent filing with the Securities & Exchange Commission.

Other hedge funds and other institutional investors have also modified their holdings of the company. Root Financial Partners LLC purchased a new position in shares of Unity Software during the third quarter worth $27,000. Larson Financial Group LLC raised its stake in shares of Unity Software by 88.1% in the third quarter. Larson Financial Group LLC now owns 728 shares of the company’s stock valued at $29,000 after acquiring an additional 341 shares in the last quarter. V Square Quantitative Management LLC acquired a new stake in shares of Unity Software in the fourth quarter valued at $30,000. IFP Advisors Inc acquired a new stake in shares of Unity Software in the third quarter valued at $33,000. Finally, Aster Capital Management DIFC Ltd acquired a new stake in shares of Unity Software in the third quarter valued at $38,000. 73.46% of the stock is currently owned by hedge funds and other institutional investors.

More Unity Software News

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

Positive Sentiment: Wedbush reaffirmed an “Outperform” rating and set a $30 price target on Unity, signaling continued buy‑side conviction from a known gaming/tech specialist. Wedbush Reiterates Outperform
Positive Sentiment: Citigroup cut its price target from $43 to $40 but kept a “Buy” rating — the new target still implies meaningful upside from current levels, which supports investor confidence. Citigroup Price Target Change
Positive Sentiment: Broker consensus remains generally bullish — the average brokerage recommendation is effectively a “Buy,” reinforcing demand from buy‑side and retail investors. Brokers Suggest Investing
Neutral Sentiment: Media pieces note that analyst ratings can be overly optimistic and the ABR metric has limitations — useful context but not an immediate price driver on its own. Analyst Ratings Caveat
Negative Sentiment: Zacks and Yahoo coverage say Unity may lack the two key ingredients historically linked to an earnings beat in the upcoming report, raising the risk that the next print or guidance could disappoint. Earnings Beat Odds
Negative Sentiment: Recent trading showed a pullback (a >1.5% drop in the prior session), indicating short‑term volatility and potential sensitivity to headlines or guidance misses. Recent Trading Dip

Unity Software Trading Up 1.2%

Unity Software stock opened at $26.43 on Friday. The company has a debt-to-equity ratio of 0.52, a quick ratio of 1.84 and a current ratio of 1.84. The firm has a market cap of $11.53 billion, a price-to-earnings ratio of -27.53, a price-to-earnings-growth ratio of 9.62 and a beta of 2.00. Unity Software Inc. has a 1 year low of $16.78 and a 1 year high of $52.15. The firm’s 50 day moving average price is $21.50 and its two-hundred day moving average price is $32.81.

Unity Software (NYSE:U – Get Free Report) last posted its quarterly earnings results on Wednesday, February 11th. The company reported $0.24 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.20 by $0.04. Unity Software had a negative net margin of 21.77% and a negative return on equity of 4.76%. The firm had revenue of $503.09 million for the quarter, compared to analyst estimates of $490.64 million. During the same quarter in the previous year, the business posted ($0.30) earnings per share. The firm’s quarterly revenue was up 10.1% compared to the same quarter last year. On average, research analysts predict that Unity Software Inc. will post 0.13 EPS for the current fiscal year.

Insider Buying and Selling

In related news, COO Alexander Blum sold 10,164 shares of the firm’s stock in a transaction that occurred on Wednesday, February 25th. The shares were sold at an average price of $18.07, for a total value of $183,663.48. Following the completion of the transaction, the chief operating officer owned 550,966 shares of the company’s stock, valued at approximately $9,955,955.62. This trade represents a 1.81% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, CFO Jarrod Yahes sold 12,196 shares of the firm’s stock in a transaction that occurred on Wednesday, February 25th. The stock was sold at an average price of $18.07, for a total transaction of $220,381.72. Following the completion of the transaction, the chief financial officer directly owned 533,933 shares of the company’s stock, valued at $9,648,169.31. This represents a 2.23% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last 90 days, insiders sold 41,684 shares of company stock valued at $773,350. Company insiders own 0.77% of the company’s stock.

Analyst Upgrades and Downgrades

Several brokerages have weighed in on U. Citigroup cut their price target on Unity Software from $43.00 to $40.00 and set a “buy” rating for the company in a report on Thursday. UBS Group dropped their price target on shares of Unity Software from $46.00 to $32.00 and set a “neutral” rating on the stock in a research note on Tuesday, February 10th. Morgan Stanley raised their price target on shares of Unity Software from $30.00 to $32.00 and gave the company an “overweight” rating in a research note on Friday, March 27th. Wall Street Zen lowered shares of Unity Software from a “buy” rating to a “hold” rating in a research note on Saturday, March 28th. Finally, Barclays dropped their price target on shares of Unity Software from $35.00 to $28.00 and set an “equal weight” rating on the stock in a research note on Thursday, February 12th. One research analyst has rated the stock with a Strong Buy rating, thirteen have assigned a Buy rating, eight have issued a Hold rating and one has issued a Sell rating to the company. According to MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and an average target price of $37.25.

Get Our Latest Stock Analysis on Unity Software

Unity Software Company Profile

(Free Report)

Unity Software is a leading provider of a real-time 3D development platform that enables creators across industries to design, build and operate interactive, real-time experiences. Originally focused on the game development market, Unity’s technology now extends into sectors such as film, automotive, architecture, engineering and construction, delivering immersive content for mobile, desktop, console, augmented reality and virtual reality devices. The company’s core offering comprises a suite of authoring tools, runtime engines and cloud services that streamline the creation and deployment of interactive 3D applications.