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Potrero Capital Research’s Unity U Stock Holding History

Potrero Capital Research’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 		– Sell
-200,000
Closed -$8.83M – 43
2025
Q4 		$8.83M Sell
200,000
-135,327
-40% -$5.52M 2.97% 15
2025
Q3 		$13.4M Buy
335,327
+174,517
+109% +$6.47M 1.55% 10
2025
Q2 		$3.89M Buy
+160,810
New +$3.54M 0.94% 22

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
AM
Atreides Management Boston, Massachusetts $14.3B AUM 116.01% 1-Year Est. Return
SPC
Slate Path Capital New York $7.22B AUM 110.75% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Potrero Capital Research's U Position: Q1 2026 in Review

Potrero Capital Research sold out of Unity (U) in Q1 2026, closing a stake of 200,000 shares — an estimated $8.83M sold.

Potrero Capital Research first reported a position in U in Q2 2025 and held it in 3 quarters. The position peaked at $13.4M in Q3 2025. 528 funds tracked by Wall St. Rank hold U as of Q1 2026.

  • Potrero Capital Research reported no remaining Unity position as of Q1 2026 after selling out during the quarter.
  • Potrero Capital Research sold 200,000 Unity shares in Q1 2026, an estimated $8.83M.
  • Potrero Capital Research first reported a position in Unity in Q2 2025 and held it in 3 quarters.
  • Potrero Capital Research's Unity position peaked at $13.4M in Q3 2025.
  • 528 funds tracked by Wall St. Rank held Unity as of Q1 2026.

Based on Potrero Capital Research's 13F filing for Q1 2026, filed 15 May 2026.