Point72 Asset Management’s Unity U Stock Holding History

Point72 Asset 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	$147M	Buy	6,677,309 +886,953	+15%	+$24.6M	0.19%	100
2025 Q4	$256M	Buy	5,790,356 +1,944,738	+51%	+$79.3M	0.29%	38
2025 Q3	$154M	Sell	3,845,618 -117,507	-3%	-$4.36M	0.26%	62
2025 Q2	$95.9M	Buy	3,963,125 +3,077,865	+348%	+$67.7M	0.19%	127
2025 Q1	$17.3M	Sell	885,260 -2,025,214	-70%	-$45.7M	0.04%	488
2024 Q4	$65.4M	Buy	+2,910,474	New	+$64.7M	0.14%	162
2024 Q3	–	Sell	-1,886,012	Closed	-$32.6M	–	2360
2024 Q2	$30.7M	Buy	+1,886,012	New	+$40.3M	0.08%	303
2024 Q1	–	Sell	-448,956	Closed	-$18.4M	–	2639
2023 Q4	$18.4M	Buy	+448,956	New	+$13.8M	0.04%	458
2023 Q3	–	Sell	-660,831	Closed	-$28.7M	–	2890
2023 Q2	$28.7M	Buy	+660,831	New	+$21.2M	0.09%	287

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

Point72 Asset Management's U Position: Q1 2026 in Review

Point72 Asset Management increased its Unity (U) stake by 15% in Q1 2026, buying an estimated $24.6M and bringing the position to 6,677,309 shares worth $147M. The position accounts for 0.19% of the portfolio, ranked #100.

Point72 Asset Management first reported a position in U in Q2 2023 and has held it in 9 quarters since. The position peaked at $256M in Q4 2025. 526 funds tracked by Wall St. Rank hold U as of Q1 2026.

Point72 Asset Management held 6,677,309 shares of Unity worth $147M as of Q1 2026.
Point72 Asset Management bought 886,953 Unity shares in Q1 2026, an estimated $24.6M.
Unity made up 0.19% of Point72 Asset Management's portfolio in Q1 2026, its #100 holding.
Point72 Asset Management first reported a position in Unity in Q2 2023 and has held it in 9 quarters since.
Point72 Asset Management's Unity position peaked at $256M in Q4 2025.
526 funds tracked by Wall St. Rank held Unity as of Q1 2026.

Based on Point72 Asset Management's 13F filing for Q1 2026, filed 15 May 2026.