WCM
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Woodson Capital Management’s Unity U Stock Holding History

Woodson Capital 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 		– Sell
-360,000
Closed -$15.9M – 36
2025
Q4 		$15.9M Sell
360,000
-215,000
-37% -$8.76M 2.2% 20
2025
Q3 		$23M Sell
575,000
-425,000
-43% -$15.8M 4.14% 13
2025
Q2 		$24.2M Buy
1,000,000
+156,942
+19% +$3.45M 4.04% 12
2025
Q1 		$16.5M Buy
+843,058
New +$19M 2.86% 16

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
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
AM
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
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Woodson Capital Management's U Position: Q1 2026 in Review

Woodson Capital Management sold out of Unity (U) in Q1 2026, closing a stake of 360,000 shares — an estimated $15.9M sold.

Woodson Capital Management first reported a position in U in Q1 2025 and held it in 4 quarters. The position peaked at $24.2M in Q2 2025. 526 funds tracked by Wall St. Rank hold U as of Q1 2026.

  • Woodson Capital Management reported no remaining Unity position as of Q1 2026 after selling out during the quarter.
  • Woodson Capital Management sold 360,000 Unity shares in Q1 2026, an estimated $15.9M.
  • Woodson Capital Management first reported a position in Unity in Q1 2025 and held it in 4 quarters.
  • Woodson Capital Management's Unity position peaked at $24.2M in Q2 2025.
  • 526 funds tracked by Wall St. Rank held Unity as of Q1 2026.

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