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Dmitry Balyasny’s Unity U Stock Holding History

Dmitry Balyasny’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
Q2 		$64.4M Buy
2,253,979
+1,583,244
+236% +$42.1M 0.08% 296
2026
Q1 		$14.7M Sell
670,735
-3,486,536
-84% -$96.7M 0.02% 833
2025
Q4 		$184M Buy
4,157,271
+2,165,078
+109% +$88.2M 0.23% 75
2025
Q3 		$79.8M Buy
1,992,193
+1,796,889
+920% +$66.6M 0.1% 227
2025
Q2 		$4.73M Buy
195,304
+32,320
+20% +$711K 0.01% 1318
2025
Q1 		$3.19M Sell
162,984
-1,570,463
-91% -$35.5M 0.01% 1470
2024
Q4 		$39M Buy
1,733,447
+1,687,572
+3,679% +$37.5M 0.06% 402
2024
Q3 		$1.04M Sell
45,875
-38,115
-45% -$658K ﹤0.01% 1956
2024
Q2 		$1.37M Sell
83,990
-21,130
-20% -$452K ﹤0.01% 1675
2024
Q1 		$2.81M Sell
105,120
-688,696
-87% -$21.6M ﹤0.01% 1434
2023
Q4 		$32.5M Buy
+793,816
New +$24.5M 0.06% 417
2022
Q2 		– Sell
-10,400
Closed -$591K – 3201
2022
Q1 		$1.03M Sell
10,400
-58,652
-85% -$6.08M ﹤0.01% 1615
2021
Q4 		$9.87M Sell
69,052
-7,299
-10% -$1.12M 0.03% 636
2021
Q3 		$9.64M Buy
+76,351
New +$9.04M 0.04% 590
2021
Q2 		– Sell
-4,528
Closed -$454K – 2363
2021
Q1 		$454K Buy
+4,528
New +$558K ﹤0.01% 1427

Other funds holding U

SLG
Silver Lake Group Menlo Park, California $4.58B AUM 24.86% 1-Year Est. Return
SUT
SC US (TTGP) Menlo Park, California $31.9B AUM 28.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
SPC
Slate Path Capital New York $7.22B AUM 110.75% 1-Year Est. Return
AM
Atreides Management Boston, Massachusetts $14.3B AUM 116.01% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Dmitry Balyasny's U Position: Q2 2026 in Review

Dmitry Balyasny increased its Unity (U) stake by 236% in Q2 2026, buying an estimated $42.1M and bringing the position to 2,253,979 shares worth $64.4M. The position accounts for 0.08% of the portfolio, ranked #296.

Dmitry Balyasny first reported a position in U in Q1 2021 and has held it in 15 quarters since. The position peaked at $184M in Q4 2025. 560 funds tracked by Wall St. Rank hold U as of Q2 2026.

  • Dmitry Balyasny held 2,253,979 shares of Unity worth $64.4M as of Q2 2026.
  • Dmitry Balyasny bought 1,583,244 Unity shares in Q2 2026, an estimated $42.1M.
  • Unity made up 0.08% of Dmitry Balyasny's portfolio in Q2 2026, its #296 holding.
  • Dmitry Balyasny first reported a position in Unity in Q1 2021 and has held it in 15 quarters since.
  • Dmitry Balyasny's Unity position peaked at $184M in Q4 2025.
  • 560 funds tracked by Wall St. Rank held Unity as of Q2 2026.

Based on Balyasny Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.