Blue Grotto Capital’s Unity U Stock Holding History

Blue Grotto Capital’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 Q3	–	Sell	-582,766	Closed	-$14.1M	–	32
2025 Q2	$14.1M	Buy	+582,766	New	+$12.8M	1.7%	23

Other funds holding U

SLG

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

SPC

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

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

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

Blue Grotto Capital's U Position: Q3 2025 in Review

Blue Grotto Capital sold out of Unity (U) in Q3 2025, closing a stake of 582,766 shares — an estimated $14.1M sold.

Blue Grotto Capital first reported a position in U in Q2 2025 and held it in 1 quarter. The position peaked at $14.1M in Q2 2025. 548 funds tracked by Wall St. Rank hold U as of Q3 2025.

Blue Grotto Capital reported no remaining Unity position as of Q3 2025 after selling out during the quarter.
Blue Grotto Capital sold 582,766 Unity shares in Q3 2025, an estimated $14.1M.
Blue Grotto Capital first reported a position in Unity in Q2 2025 and held it in 1 quarter.
Blue Grotto Capital's Unity position peaked at $14.1M in Q2 2025.
548 funds tracked by Wall St. Rank held Unity as of Q3 2025.

Based on Blue Grotto Capital's 13F filing for Q3 2025, filed 13 Nov 2025.