Alight Capital Management’s Unity U Stock Holding History

Alight Capital Management’s Portfolio U Stock Details U Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-50,000	Closed	-$2.21M	–	79
2025 Q4	$2.21M	Sell	50,000 -75,000	-60%	-$3.06M	0.56%	49
2025 Q3	$5M	Sell	125,000 -25,000	-17%	-$927K	1.08%	38
2025 Q2	$3.63M	Sell	150,000 -50,000	-25%	-$1.1M	0.89%	42
2025 Q1	$3.92M	Buy	200,000 +100,000	+100%	+$2.26M	1.81%	20
2024 Q4	$2.25M	Buy	+100,000	New	+$2.22M	0.73%	38
2024 Q2	–	Sell	-20,000	Closed	-$534K	–	74
2024 Q1	$534K	Buy	+20,000	New	+$629K	0.17%	53
2023 Q3	–	Sell	-75,000	Closed	-$3.26M	–	62
2023 Q2	$3.26M	Buy	+75,000	New	+$2.4M	1.23%	29

Other funds holding U

SLG

Silver Lake Group Menlo Park, California $3.68B AUM 7.22% 1-Year Est. Return

SUT

SC US (TTGP) Menlo Park, California $9.25B AUM 20.49% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Atreides Management Boston, Massachusetts $5B AUM 78.34% 1-Year Est. Return

SPC

Slate Path Capital New York $6.73B AUM 95.97% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Alight Capital Management's U Position: Q1 2026 in Review

Alight Capital Management sold out of Unity (U) in Q1 2026, closing a stake of 50,000 shares — an estimated $2.21M sold.

Alight Capital Management first reported a position in U in Q2 2023 and held it in 7 quarters. The position peaked at $5M in Q3 2025. 526 funds tracked by Wall St. Rank hold U as of Q1 2026.

Alight Capital Management reported no remaining Unity position as of Q1 2026 after selling out during the quarter.
Alight Capital Management sold 50,000 Unity shares in Q1 2026, an estimated $2.21M.
Alight Capital Management first reported a position in Unity in Q2 2023 and held it in 7 quarters.
Alight Capital Management's Unity position peaked at $5M in Q3 2025.
526 funds tracked by Wall St. Rank held Unity as of Q1 2026.

Based on Alight Capital Management's 13F filing for Q1 2026, filed 15 May 2026.