Unity Software Inc. $U Stock Holdings Lowered by Torrey Growth & Income Advisors

Torrey Growth & Income Advisors reduced its holdings in shares of Unity Software Inc. (NYSE:U) by 20.7% in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 52,104 shares of the company’s stock after selling 13,609 shares during the period. Torrey Growth & Income Advisors’ holdings in Unity Software were worth $2,133,000 at the end of the most recent reporting period.

Other large investors have also added to or reduced their stakes in the company. Atreides Management LP purchased a new stake in shares of Unity Software in the second quarter worth $292,826,000. Resolute Advisors LLC lifted its position in Unity Software by 473.3% in the 2nd quarter. Resolute Advisors LLC now owns 4,766,219 shares of the company’s stock valued at $136,219,000 after acquiring an additional 3,934,840 shares in the last quarter. Assenagon Asset Management S.A. boosted its stake in Unity Software by 9,886.8% during the 3rd quarter. Assenagon Asset Management S.A. now owns 2,645,007 shares of the company’s stock valued at $108,260,000 after purchasing an additional 2,618,522 shares during the last quarter. Renaissance Technologies LLC purchased a new stake in Unity Software during the 1st quarter valued at $54,534,000. Finally, Avala Global LP bought a new stake in shares of Unity Software in the 2nd quarter worth $62,522,000. Hedge funds and other institutional investors own 73.46% of the company’s stock.

Insider Buying and Selling at Unity Software

In other Unity Software news, CEO Matthew S. Bromberg sold 16,383 shares of the company’s stock in a transaction that occurred on Tuesday, August 25th. The shares were sold at an average price of $45.31, for a total transaction of $742,313.73. Following the completion of the sale, the chief executive officer directly owned 1,541,131 shares of the company’s stock, valued at approximately $69,828,645.61. This represents a 1.05% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through the SEC website. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, CFO Jarrod Yahes sold 26,017 shares of the stock in a transaction that occurred on Tuesday, August 25th. The stock was sold at an average price of $45.31, for a total transaction of $1,178,830.27. Following the completion of the transaction, the chief financial officer owned 678,343 shares in the company, valued at $30,735,721.33. The trade was a 3.69% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The sale was made to cover tax withholding obligations related to the vesting of equity awards. In the last ninety days, insiders sold 109,547 shares of company stock worth $4,884,202. 0.77% of the stock is owned by corporate insiders.

Key Unity Software News

Here are the key news stories impacting Unity Software this week:

• Positive Sentiment: Unity reported Q3 revenue of about $622 million, up 32.2% year over year, and earnings of $0.44 per share, ahead of analyst expectations. The earnings beat is reinforcing optimism about the company’s growth. U Q3 2026 deep dive: AI-driven product momentum and new creator platforms underpin growth
• Positive Sentiment: Bank of America said Unity’s full gaming opportunity may not yet be reflected in the stock, pointing to potential upside from its game engine. Unity Software’s Full Gaming Potential Yet to be Reflected in the Stock, BofA Says
• Positive Sentiment: Analyst support is adding to the positive tone: Unity’s price target was raised to $59, while several firms reiterated or issued favorable outlooks. Unity Software Price Target Raised to $59.00 Wells Fargo & Company Forecasts Strong Price Appreciation for Unity Software
• Positive Sentiment: CNBC coverage highlighted the stock’s breakout despite a tech rout and discussed potential upside, helping keep attention on the rally. This software stock is bucking the latest tech rout and breaking out

Wall Street Analysts Forecast Growth

Several research analysts have recently weighed in on the company. Piper Sandler restated an “overweight” rating on shares of Unity Software in a research note on Monday, October 5th. Zacks Research raised Unity Software from a “hold” rating to a “strong-buy” rating in a research report on Thursday, November 5th. Morgan Stanley lifted their price objective on Unity Software from $50.00 to $55.00 and gave the stock an “overweight” rating in a report on Tuesday, October 13th. Wells Fargo & Company boosted their target price on Unity Software from $53.00 to $64.00 and gave the stock an “overweight” rating in a research report on Friday. Finally, Citigroup boosted their target price on Unity Software from $48.00 to $59.00 and gave the stock a “buy” rating in a research report on Friday. Two research analysts have rated the stock with a Strong Buy rating, sixteen have issued a Buy rating, three have given a Hold rating and one has given a Sell rating to the company. According to MarketBeat, Unity Software has a consensus rating of “Moderate Buy” and a consensus price target of $56.32.

Unity Software Stock Up 0.2%

U stock opened at $51.57 on Tuesday. The company has a market cap of $22.69 billion, a price-to-earnings ratio of -63.66, a P/E/G ratio of 1.85 and a beta of 2.08. The company has a debt-to-equity ratio of 0.55, a quick ratio of 2.03 and a current ratio of 2.03. The business’s 50-day moving average is $42.64 and its two-hundred day moving average is $31.89. Unity Software Inc. has a fifty-two week low of $16.78 and a fifty-two week high of $54.27.

Unity Software (NYSE:U) last released its quarterly earnings results on Thursday, November 5th. The company reported $0.44 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.03 by $0.41. Unity Software had a positive return on equity of 4.64% and a negative net margin of 28.97%. The business had revenue of $622.09 million during the quarter, compared to the consensus estimate of $567.03 million. During the same period in the previous year, the company posted $0.20 EPS. The business’s quarterly revenue was up 32.2% compared to the same quarter last year. As a group, analysts forecast that Unity Software Inc. will post 0.55 earnings per share for the current year.

Unity Software Profile

Unity Software develops a platform and tools for creating and operating interactive, real-time 2D and 3D content. Its Unity Editor and engine are used by developers to build games and other digital experiences for mobile devices, computers, consoles, and extended-reality platforms.

The company also provides services that support the delivery and growth of interactive applications, including tools for collaboration, analytics, advertising, and in-app monetization. Unity’s products serve customers across industries such as gaming, entertainment, automotive, and architecture.

Founded in 2004, Unity initially focused on making game development more accessible to creators.