Unity Software, Inc. (U)

Unity Software's stock has experienced significant momentum in the past six months, with a reported price increase of 94.73%. Key events impacting its stock price include Q2 and Q3 2025 earnings reports that beat analyst estimates, analyst upgrades and price target increases, a partnership with Epic Games to integrate Unity games into Fortnite, and insider selling by the CEO and COO to cover tax obligations.

Direct and explicit information regarding the seasonality of demand for Unity Software, Inc.'s products and services is not readily available. However, some general insights can be inferred from gaming industry trends, advertising and monetization services, software development cycles, and professional services and asset store.

Unity Software, Inc. provides a platform for creating and operating interactive, real-time 3D content and experiences. Its core business empowers creators to build, run, and monetize 2D and 3D content across various platforms. The company's offerings include Create Solutions, a suite of tools for building content, and Grow Solutions, which enable user engagement and monetization. Unity's platform also incorporates AI solutions to support developers throughout the entire development lifecycle.

Unity Software, Inc. has a global presence with operations in Europe, the Americas, and Asia-Pacific. Its headquarters are in San Francisco, California, USA. The company has regional offices in North America, Europe and Asia.

Unity's brand reputation has been marked by efforts to recover from previous missteps and a renewed focus on developer alignment and product innovation. Events affecting reputation include the runtime fee debacle in 2024, the turnaround strategy and new leadership from 2024-2025, the Unity 6 adoption in 2025, the Epic Games partnership in November 2025, and AI-powered advertising in 2025. The current narrative emphasizes Unity's efforts to address concerns and deliver better products and services.

Unity Software, Inc. has a mixed ownership structure comprising institutional, insider, and retail investors. Institutional investors collectively own a significant portion of the company's shares. Major Institutional Owners include Silver Lake Group, L.L.C., Vanguard Group Inc., Sc Us (ttgp), Ltd., BlackRock, Inc., Capital International Investors, Slate Path Capital LP, Capital Research Global Investors, Wellington Management Group LLP, Atreides Management, LP, and Resolute Advisors LLC. Insiders, including executives and directors, own approximately 18.95% of the company's stock. Major Individual and Insider Owners include Roelof Botha, SLTA IV (GP), L.L.C., Silver Lake Group LLC and Joachim Christoph Ante.