$U is held by 20 managers from the Top-Performer cohort as of Q1 2026. Position weights range from 0.00% to 7.54%, with an average of 0.50% of portfolio. Largest holder: Resolute Advisors LLC at 7.54%. A weekly Smart-Money commentary for this ticker has not been generated yet this batch — the table below shows the full cohort positioning.
UNITY SOFTWARE INC
13F holders
536
Net 13F flow · Q
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Insider buys · 90d
0
Insider net · 90d
—
Congress · 90d
0
Convergence
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Institutional holders
Top 10 of 536 · Source: 13F-HR01
Flagship Pioneering Inc.
—
—
02
Solus Alternative Asset Management LP
—
—
03
Eagle Capital Management, LLC
—
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04
TLS Advisors LLC
—
—
05
Brightline Capital Management, LLC
—
—
06
Atlantic Edge Private Wealth Management, LLC
—
—
07
Alethea Capital Management, LLC
—
—
08
Commerce Bank
—
—
09
Brooktree Capital Management
—
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10
Northeast Financial Consultants Inc
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Each fund name links to that filer's expert page. Share counts and per-fund weights are pending the 13F ingest fix (portfolios_expertholding.units is currently mis-populated — see the same caveat on the fund detail page's holdings table). Quarter-over-quarter delta ships with the metrics pipeline.
Smart Money · top-200 alpha cohort
20 holders · Q1 202601
Resolute Advisors LLC
7.54% ↓ 15.8pp
α +53.0pts
02
Duquesne Family Office LLC Stanley Druckenmiller
0.48% held
α +25.4pts
03
Seldon Capital LP
0.40% ↓ 0.8pp
α +20.5pts
04
Goodnow Investment Group, LLC
0.37% NEW
α +14.1pts
05
Nikko Asset Management Americas, Inc.
0.35% ↓ 0.6pp
α +22.1pts
06
Level Financial Advisors
0.24% NEW
α +30.9pts
07
Hel Ved Capital Management Ltd
0.22% ↓ 1.1pp
α +36.9pts
08
Voloridge Investment Management, LLC
0.14% NEW
α +15.5pts
09
Caption Management, LLC
0.08% held
α +15.5pts
10
Gmt Capital Corp.
0.07% held
α +30.6pts
11
Aigen Investment Management, LP
0.07% held
α +50.5pts
12
Wellington Management Group LLP
0.04% held
α +10.5pts
13
Impact Partnership Wealth, LLC
0.03% held
α +10.3pts
14
Connor, Clark & Lunn Investment Management Ltd.
0.02% held
α +12.3pts
15
Quarry LP
0.01% held
α +10.6pts
16
WINTON GROUP Ltd
0.01% held
α +27.0pts
17
Choate Investment Advisors
0.01% held
α +13.8pts
18
Citigroup Inc.
0.01% held
α +26.3pts
19
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
0.00% held
α +27.5pts
20
Nisa Investment Advisors, LLC
0.00% held
α +16.6pts
Smart Money shows holdings from our Top-Performer cohort — the 200 highest-alpha manager_13f funds in our universe. Position weight (current quarter) and QoQ delta versus prior quarter. α is the manager's annual alpha vs benchmark.
Insider activity · last 90 days
50 transactions · 7 filersTransaction codes: P open-market purchase · S sale · M option exercise · A grant · F tax-withhold sale. Insider names link to each individual's expert page.
Congress trades · last 90 days
No Congress trades
No STOCK Act filings reference $U in the recent window.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence detection for $U lands with the Pattern Engine.
Once the Pattern Engine ships, this section will surface every active convergence event involving $U — the institutional managers and Congress members on the same name, the 30-day window, and the combined position size.
Source data: SEC EDGAR · 13F-HR · Form 4 · CapitolTrades · Last refreshed 06:18 UTC.