Bayesian Capital Management’s Unity U Stock Holding History

Bayesian 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
2025 Q4	–	Sell	-34,700	Closed	-$1.39M	–	522
2025 Q3	$1.39M	Buy	+34,700	New	+$1.29M	0.28%	104
2024 Q3	–	Sell	-66,546	Closed	-$1.08M	–	1046
2024 Q2	$1.08M	Buy	+66,546	New	+$1.42M	0.12%	212
2023 Q3	–	Sell	-69,300	Closed	-$3.01M	–	1010
2023 Q2	$3.01M	Buy	+69,300	New	+$2.22M	0.32%	66
2023 Q1	–	Sell	-27,546	Closed	-$788K	–	1098
2022 Q4	$788K	Sell	27,546 -35,466	-56%	-$1.11M	0.12%	235
2022 Q3	$2.01M	Buy	+63,012	New	+$2.59M	0.41%	47
2022 Q2	–	Sell	-13,000	Closed	-$1.29M	–	1088
2022 Q1	$1.29M	Buy	+13,000	New	+$1.35M	0.19%	152

Other funds holding U

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

SPC

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

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

Bayesian Capital Management's U Position: Q4 2025 in Review

Bayesian Capital Management sold out of Unity (U) in Q4 2025, closing a stake of 34,700 shares — an estimated $1.39M sold.

Bayesian Capital Management first reported a position in U in Q1 2022 and held it in 6 quarters. The position peaked at $3.01M in Q2 2023. 602 funds tracked by Wall St. Rank hold U as of Q4 2025.

Bayesian Capital Management reported no remaining Unity position as of Q4 2025 after selling out during the quarter.
Bayesian Capital Management sold 34,700 Unity shares in Q4 2025, an estimated $1.39M.
Bayesian Capital Management first reported a position in Unity in Q1 2022 and held it in 6 quarters.
Bayesian Capital Management's Unity position peaked at $3.01M in Q2 2023.
602 funds tracked by Wall St. Rank held Unity as of Q4 2025.

Based on Bayesian Capital Management's 13F filing for Q4 2025, filed 17 Feb 2026.