TTRF Capital Ltd Takes Position in Unity Software Inc. $U

Posted by George Bondi on Aug 5th, 2026

TTRF Capital Ltd acquired a new stake in Unity Software Inc. (NYSE:U – Free Report) during the second quarter, according to its most recent Form 13F filing with the SEC. The firm acquired 59,101 shares of the company’s stock, valued at approximately $1,689,000. Unity Software makes up 1.1% of TTRF Capital Ltd’s portfolio, making the stock its 10th largest holding.

Other large investors have also recently added to or reduced their stakes in the company. Wellington Management Group LLP lifted its stake in shares of Unity Software by 58.7% in the third quarter. Wellington Management Group LLP now owns 18,213,875 shares of the company’s stock worth $729,284,000 after buying an additional 6,734,285 shares during the last quarter. Norges Bank acquired a new position in Unity Software during the 4th quarter worth $230,285,000. Renaissance Technologies LLC acquired a new position in Unity Software during the 1st quarter worth $54,534,000. Duquesne Family Office LLC bought a new stake in Unity Software during the second quarter valued at about $42,932,000. Finally, Dimensional Fund Advisors LP grew its position in shares of Unity Software by 52.8% in the first quarter. Dimensional Fund Advisors LP now owns 4,245,014 shares of the company’s stock valued at $93,089,000 after purchasing an additional 1,465,962 shares during the last quarter. Institutional investors own 73.46% of the company’s stock.

Unity Software Price Performance

Shares of NYSE:U opened at $35.22 on Wednesday. The firm has a market capitalization of $15.38 billion, a PE ratio of -22.43, a PEG ratio of 3.95 and a beta of 2.04. The company has a current ratio of 1.95, a quick ratio of 1.95 and a debt-to-equity ratio of 0.56. Unity Software Inc. has a 1-year low of $16.78 and a 1-year high of $52.15. The business’s 50 day moving average is $29.52 and its 200-day moving average is $26.63.

Wall Street Analysts Forecast Growth

Several equities analysts recently weighed in on U shares. Zacks Research raised Unity Software from a “hold” rating to a “strong-buy” rating in a research report on Monday, July 13th. Wells Fargo & Company increased their price objective on Unity Software from $35.00 to $36.00 and gave the company an “overweight” rating in a research report on Tuesday, July 7th. BTIG Research boosted their target price on shares of Unity Software from $39.00 to $43.00 and gave the stock a “buy” rating in a research report on Thursday, May 7th. Barclays upped their target price on shares of Unity Software from $28.00 to $33.00 and gave the company an “equal weight” rating in a research note on Friday, May 8th. Finally, Piper Sandler restated an “overweight” rating and issued a $45.00 price target (up from $40.00) on shares of Unity Software in a research report on Thursday, July 30th. Two analysts have rated the stock with a Strong Buy rating, twelve have issued a Buy rating, eight have assigned a Hold rating and one has issued a Sell rating to the company’s stock. Based on data from MarketBeat, Unity Software presently has an average rating of “Moderate Buy” and an average target price of $38.49.

Read Our Latest Stock Report on U

Insider Transactions at Unity Software

In other news, CEO Matthew S. Bromberg sold 138,993 shares of the firm’s stock in a transaction dated Tuesday, May 26th. The shares were sold at an average price of $27.18, for a total transaction of $3,777,829.74. Following the completion of the transaction, the chief executive officer directly owned 1,557,514 shares of the company’s stock, valued at approximately $42,333,230.52. This trade represents a 8.19% decrease in their position. The transaction was disclosed in a legal 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, SVP Rebecca Berenice Boyden sold 952 shares of the firm’s stock in a transaction dated Tuesday, May 26th. The stock was sold at an average price of $27.20, for a total transaction of $25,894.40. Following the transaction, the senior vice president directly owned 309,445 shares of the company’s stock, valued at $8,416,904. The trade was a 0.31% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Insiders sold 198,321 shares of company stock valued at $5,390,783 over the last 90 days. Corporate insiders own 0.77% of the company’s stock.

Unity Software Company Profile

(Free Report)

Unity Software is a leading provider of a real-time 3D development platform that enables creators across industries to design, build and operate interactive, real-time experiences. Originally focused on the game development market, Unity’s technology now extends into sectors such as film, automotive, architecture, engineering and construction, delivering immersive content for mobile, desktop, console, augmented reality and virtual reality devices. The company’s core offering comprises a suite of authoring tools, runtime engines and cloud services that streamline the creation and deployment of interactive 3D applications.

The Unity Editor serves as the central hub where developers design scenes, script behavior and iterate on assets.