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Unity Software Inc. Stock: price and insider trades · United States
Unity Software Inc.: what insiders have been doing
Unity Software Inc. belongs to the Technology sector. Filings by its managers are published through SEC (Form 4). Between 18 October 2025 and 18 October 2026, 23 insiders published 60 filings.
Only sales appear on the open market, 34 sales in all totalling €46.7M, filed by 8 insiders. The largest single trade was a sale of €13.2M by Helgason David, published on 12 December 2025, equal to 0.077% of the market capitalisation.
Filings reach the SEC (Form 4) feed a median of 2 days after the trade. US insiders must file a Form 4 within two business days of a trade. Sales are harder to read than purchases, since they often meet personal needs such as tax or diversification.
With 60 filings in twelve months, the company is more active than the median of 19 filings across the 5,812 companies we follow on the same exchange. Since 2021, the database holds no purchases and 261 sales by insiders of the company. The 10-K for the year ended 31 December 2025 shows 1.85 bn USD of revenue and -402.8 m USD of net income.
In the same sector, recent insider purchases at Core Scientific, Inc./tx and Gitlab Inc. also feature in our signals. Source: insider filings from SEC (Form 4). Past trades are no guide to future returns.
Insider Decl.
451
Thresholds
n/a
Buy Volume
n/a
n/a
Sell Volume
€360M
261 ops. · all time
Who traded when
BuySaleBar-Zeev Tomer24 sales
Barrysmith Mark22 sales
Alexander Blum16 sales
Gupta Anirma12 sales
Jarrod Yahes8 sales
Matthew S. Bromberg7 sales
+6 other insiders
Analyst consensus: bullish or bearish?
Analysts rate Unity Software Inc. Strong Buy (bullish), based on 25 analysts. Average price target: US$50.41.
This score ranks the purchase within its own market. A position size is suggested only on the venues of the backtested strategy universe; elsewhere, signals stay on watch. Not investment advice.
Fundamental score
Ranked 18,701 of 24,148 companies
32.8
score / 100
Value38
Quality28
FCF yld2.3%
Earn yld-2.3%
EV/EBITDA·
ROE-17%
Gross mgn74%
Net mgn-22%
Debt/EBITDA24.9x
Pillars2/3
Transparent value + quality ranking, distinct from the insider signal.
Financial data
as of FY 2025FY ended December 2025 · cache
US$41.40
Analyst consensus
25 analystsStrong buy
US$35.00Target US$50.41(+22%)US$55.00
Income statement
RevenueUS$1.8B
Gross profitUS$1.4B74% margin
EBITDAUS$89.8M5% margin
Net income-US$402.8M-29.0% margin
Valuation
PER (forward)23.8x
P/Book6.0x
Beta2.11
Balance sheet & cash
Market capUS$18.2B
Total debtUS$2.2B
Free Cash FlowUS$400.9M
Debt / Equity70%
Profitability & ownership
ROE-17.4%
ROA-3.1%
% insiders3.4%
% institutions86.4%
Last declaration on 15 October 2026
Declarations451 total
1,164,658 shares0Common StockSEC:0001222287-26-000028:0
31,609 shares@ US$43.380.0069% mcap11.1% of flowCommon StockSEC:0002042056-26-000010:0
11,947 shares@ US$43.860.0026% mcap4.3% of flowCommon StockSEC:0002042056-26-000010:1
113,081 shares@ US$41.89860.024% mcap41.4% of flowCommonSEC144:0001921094-26-000971
43,556 shares@ US$43.51050.0095% mcap15.4% of flowCommonSEC144:0001921094-26-000966
1,964 shares@ US$44.81010.0004% mcap0.7% of flowCommonSEC144:0001921094-26-000961
19,455 shares@ US$45.270.0044% mcap7.1% of flowCommon StockSEC:0002042056-26-000008:0
1,140 shares@ US$45.930.0003% mcap0.4% of flowCommon StockSEC:0002042056-26-000008:1
1,964 shares@ US$44.810.0004% mcap0.7% of flowCommon StockSEC:0002042056-26-000008:2
940 shares@ US$45.260.0002% mcap35.6% of flowCommon StockSEC:0002093167-26-000009:0
92 shares@ US$45.920.0000% mcap3.5% of flowCommon StockSEC:0002093167-26-000009:1
15,713 shares@ US$45.280.0036% mcap4.9% of flowCommon StockSEC:0001680979-26-000008:0
670 shares@ US$45.960.0002% mcap0.2% of flowCommon StockSEC:0001680979-26-000008:1
24,817 shares@ US$45.280.0056% mcap21.3% of flowCommon StockSEC:0001796635-26-000010:0
1,200 shares@ US$45.950.0003% mcap1.0% of flowCommon StockSEC:0001796635-26-000010:1
20,595 shares@ US$45.30580.0047% mcap7.6% of flowCommonSEC144:0001921094-26-000952
1,032 shares@ US$45.32170.0002% mcap39.1% of flowCommonSEC144:0001921094-26-000953
16,383 shares@ US$45.30820.0037% mcap5.1% of flowCommonSEC144:0001921094-26-000955
26,017 shares@ US$45.30870.0059% mcap22.3% of flowCommonSEC144:0001921094-26-000954
58,598 shares@ US$46.740.014% mcap25.8% of flowCommon StockSEC144:0001976408-26-000757
50,000 shares@ US$43.100.011% mcap20.4% of flowCommon StockSEC144:0001976408-26-000716
21,537 sharesCommon StockSEC:0001193125-26-344792:0
461,106 shares0Common StockSEC:0001222287-26-000017:0
38,948 shares0Common StockSEC:0002144418-26-000006:0
50,000 shares@ US$36.06510.0092% mcap15.9% of flowCommonSEC144:0001921094-26-000809
25 of 451 declarations
About Unity Software Inc.
Unity Software Inc. is a U.S.-listed software company trading on the NYSE under ticker U, placing it squarely within the U.S. technology equity universe. Founded in 2004, Unity built its reputation as a leading real-time 3D engine and development platform for interactive content. The company is headquartered in San Francisco, California, and operates in the United States as well as multiple international locations. For investors, Unity stands out because it combines creator tools, deployment infrastructure, and monetization capabilities in one platform, with primary exposure to gaming but also a broader footprint across XR and industrial-use cases.
Unity’s business model is organized around two complementary solution sets. Create solutions include software and services used to build, ship, and run real-time 2D and 3D content. These offerings are primarily monetized through subscriptions, enterprise support, professional services, and consumption-based services. Grow solutions, by contrast, focus on helping customers grow and engage users and monetize content through advertising and performance-oriented products. This dual structure gives Unity a “create-and-monetize” profile: developers use the platform to build interactive experiences, while publishers and app owners use it to drive user acquisition, engagement, and monetization.
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From a competitive standpoint, Unity holds a strong brand in game development and a meaningful installed base across mobile, PC, console, and XR applications. The company also markets its tools to non-gaming verticals such as automotive, retail, manufacturing, healthcare, and the public sector. Its competitive edge comes from cross-platform reach, a large developer ecosystem, and a workflow that helps creators iterate quickly across devices and formats. A major strategic emphasis in recent periods has been artificial intelligence. Unity has highlighted Unity Vector, a machine-learning model deployed in its Grow business, alongside Unity AI, AI Assistant, AI Generators, and the Unity Inference Engine, all intended to improve product discovery, creator productivity, and monetization effectiveness.
Recent company developments are important for investors. In 2025 and early 2026, Unity reported improving revenue trends and margin execution, while management continued to reposition the business around its “Strategic Portfolio.” In March 2026, the company announced preliminary first-quarter 2026 results above guidance and said it would sunset the ironSource Ads Network and work toward divesting the Supersonic publishing business. In May 2026, Unity reported further year-over-year growth and continued EBITDA improvement, while reiterating a target of GAAP profitability by the fourth quarter of 2026. Overall, Unity remains a technology turnaround-and-growth story: a strategically important real-time content platform listed on the NYSE in the United States, with strong product depth, expanding AI capabilities, and an ongoing simplification of its operating mix.
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