Unity Software (U)

Cash burn rate (est.)	Burn method: Change in cash		Burn method: Operating income		Burn method: FCF (opex + capex)
	Last Q	Avg 4Q	Last Q	Avg 4Q	Last Q	Avg 4Q
Cash on hand (at last report)	1.91 bn	1.91 bn	1.91 bn	1.91 bn	1.91 bn	1.91 bn
Cash burn (monthly)	(no burn)	(no burn)	41.95 mm	41.35 mm	(no burn)	(no burn)
Cash used (since last report)	n/a	n/a	180.93 mm	178.33 mm	n/a	n/a
Cash remaining	n/a	n/a	1.73 bn	1.73 bn	n/a	n/a
Runway (months of cash)	n/a	n/a	41.2	41.9	n/a	n/a

Beta Read what these cash burn values mean

Financial data from company earnings reports.

Institutional ownership, Q4 2024

U institutional ownership history Ownership history

72.0% owned by funds/institutions

13F holders	Current	Prev Q	Change
Total holders	410	397	+3.3%
Opened positions	101	75	+34.7%
Closed positions	88	98	-10.2%
Increased positions	108	118	-8.5%
Reduced positions	131	130	+0.8%

13F shares	Current	Prev Q	Change
Total value	6.65 tn	6.47 tn	+2.9%
Total shares	308.29 mm	300.62 mm	+2.6%
Total puts	17.62 mm	19.29 mm	-8.7%
Total calls	34.92 mm	27.13 mm	+28.7%
Total put/call ratio	0.5	0.7	-29.0%

Largest owners	Shares	Value	Change
Silver Lake Group, L.L.C.	34.74 mm	$780.50 bn	0.0%
SC Us (TTGP)	32.03 mm	$719.68 bn	-0.4%
Vanguard	31.12 mm	$699.33 bn	+2.1%
BLK BlackRock	23.07 mm	$518.31 bn	+53.3%
Capital International Investors	18.89 mm	$424.39 bn	+10.4%
Capital Research Global Investors	13.93 mm	$312.95 bn	0.0%
Resolute Advisors	13.57 mm	$304.95 bn	-4.1%
Norges Bank	11.99 mm	$269.32 bn	NEW
CVC Capital Partners VII	7.75 mm	$0.00	0.0%
STT State Street	5.62 mm	$126.30 bn	+3.6%

Largest transactions	Shares	Bought/sold	Change
Norges Bank	11.99 mm	+11.99 mm	NEW
BLK BlackRock	23.07 mm	+8.02 mm	+53.3%
UBS UBS	1.95 mm	-7.09 mm	-78.4%
SpiderRock Advisors	0.00	-6.47 mm	EXIT
ARK Investment Management	1.13 mm	-5.54 mm	-83.0%
FMR	5.11 mm	-4.85 mm	-48.7%
Atreides Management	3.82 mm	+3.82 mm	NEW
Point72 Asset Management	2.91 mm	+2.91 mm	NEW
Slate Path Capital	2.78 mm	+2.78 mm	NEW
JPM JPMorgan Chase & Co.	3.22 mm	-2.73 mm	-45.9%

Data from 13F filings, for the last complete 13F reporting period. For most recent data, click the ownership history button. Values as filed, not updated for current price. Long positions only.

Recent insider trades

U insider ownership history Insider history

Date	Owner	Security	Transaction	Code	Indirect	10b5-1	$Price	#Shares	$Value	#Remaining
12 Dec 25	Bar-Zeev Tomer	Common Stock	Sell	Dispose S	Yes	No	47	50,000	2.35 mm	873,146
11 Dec 25	Bar-Zeev Tomer	Common Stock	Sell	Dispose S	Yes	No	52.08	1,377	71.71 k	923,146
11 Dec 25	Bar-Zeev Tomer	Common Stock	Sell	Dispose S	Yes	No	51.42	37,200	1.91 mm	924,523
11 Dec 25	Bar-Zeev Tomer	Common Stock	Sell	Dispose S	Yes	No	50.58	86,423	4.37 mm	961,723
11 Dec 25	David Helgason	Common Stock	Sell	Dispose S	No	No	49.1615	8,347	410.35 k	7,635
11 Dec 25	David Helgason	Common Stock	Sell	Dispose S	Yes	No	49.1615	300,000	14.75 mm	5,439,173
11 Dec 25	David Helgason	Common Stock	Sell	Dispose S	Yes	Yes	51.1637	93,312	4.77 mm	5,739,173
10 Dec 25	Mark Barrysmith	Common Stock	Sell	Dispose S	No	No	50.01	14,407	720.49 k	394,479
10 Dec 25	David Helgason	Common Stock	Sell	Dispose S	Yes	Yes	50.1596	306,688	15.38 mm	5,832,485
1 Dec 25	Bar-Zeev Tomer	Common Stock	Sell	Dispose S	Yes	Yes	42.32	62,870	2.66 mm	1,048,146

Data from 3, 4 and 5 filings. Values as filed, not updated for current price.