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U Hedge Fund Activity: Q1 2026 in Review

526 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Unity (U) for Q1 2026, worth a combined $7.57B — down 50% from $15.3B a quarter earlier.

Sellers outnumbered buyers: 171 funds closed out of U and 107 opened new positions — a net loss of 64 holders — while 139 trimmed existing stakes and 203 added.

The largest buyer was Two Sigma Investments, adding an estimated $175M. The largest seller was Capital International Investors, exiting entirely with an estimated $811M sold.

  • 526 institutional investors held Unity (U) as of Q1 2026, down from 602 in Q4 2025.
  • Funds reported $7.57B of Unity stock for Q1 2026, down 50% quarter-over-quarter.
  • 107 funds opened new Unity positions in Q1 2026 and 171 closed out, a net change of -64 holders.
  • The largest Unity buyer in Q1 2026 was Two Sigma Investments, an estimated $175M added.
  • The largest Unity seller in Q1 2026 was Capital International Investors, an estimated $811M sold.

Based on aggregated 13F filings for Q1 2026.