Cramer Rosenthal McGlynn’s Unity U Stock Holding History

Cramer Rosenthal McGlynn’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	-405,584	Closed	-$16.2M	–	104
2025 Q3	$16.2M	Buy	+405,584	New	+$15M	1.01%	38

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

Cramer Rosenthal McGlynn's U Position: Q4 2025 in Review

Cramer Rosenthal McGlynn sold out of Unity (U) in Q4 2025, closing a stake of 405,584 shares — an estimated $16.2M sold.

Cramer Rosenthal McGlynn first reported a position in U in Q3 2025 and held it in 1 quarter. The position peaked at $16.2M in Q3 2025. 603 funds tracked by Wall St. Rank hold U as of Q4 2025.

Cramer Rosenthal McGlynn reported no remaining Unity position as of Q4 2025 after selling out during the quarter.
Cramer Rosenthal McGlynn sold 405,584 Unity shares in Q4 2025, an estimated $16.2M.
Cramer Rosenthal McGlynn first reported a position in Unity in Q3 2025 and held it in 1 quarter.
Cramer Rosenthal McGlynn's Unity position peaked at $16.2M in Q3 2025.
603 funds tracked by Wall St. Rank held Unity as of Q4 2025.

Based on Cramer Rosenthal McGlynn's 13F filing for Q4 2025, filed 13 Feb 2026.