Position in U
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$2,852,200
-$681,400 QoQ
Shares Held
130,000
+62.5% QoQ
Ownership
0.030%
of shares outstanding
% of Portfolio
1.31%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2022
15 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in U Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Mar 31, 2026FORMULA GROWTH LTD holds $25,444,163 across 15 Software - Application names. U ranks #4 (11.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LAW |
CS Disco, Inc.
|
800,000 | $3,056,000 | |
| 2 | KVYO |
Klaviyo, Inc.
|
150,000 | $2,919,000 | |
| 3 | BILL |
BILL Holdings, Inc.
|
75,000 | $2,872,500 | |
| 4 | U |
Unity Software Inc.
This page
|
130,000 | $2,852,200 | |
| 5 | SSNC |
SS&C Technologies Holdings Inc
|
34,725 | $2,346,368 | |
| 6 | UBER |
Uber Technologies, Inc
|
26,500 | $1,906,145 | |
| 7 | NAVN |
Navan, Inc.
|
140,000 | $1,853,600 | |
| 8 | WDAY |
Workday, Inc.
|
10,000 | $1,299,200 |
All Filings in U
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,852,200 | 130,000 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $3,533,600 | 80,000 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $3,403,400 | 85,000 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $5,082,000 | 210,000 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $3,232,350 | 165,000 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $4,044,600 | 180,000 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $3,958,500 | 175,000 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $2,276,400 | 140,000 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $4,539,000 | 170,000 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $6,133,500 | 150,000 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $8,946,150 | 285,000 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $8,466,900 | 195,000 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $1,946,400 | 60,000 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $4,002,600 | 140,000 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $3,600,180 | 113,000 | Shares | Sole | 2022-11-10 | |
| No filing history on record for this holder in this stock. | ||||||