Position in U
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$192,940,722
+$19,423,866 QoQ
Shares Held
6,750,900
-14.6% QoQ
Ownership
1.53%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#13
of 551 holders
Holding Since
Jun 2021
17 quarters on record
Voting authority
Sole 98%
Shared 0%
None 2%
Common Shares in U Over Time
Shares Held
Position Value (USD)
Derivatives in U
reported options exposure · as of Mar 31, 2026CallValue
$803,004
CallShares
36,600
PutValue
$557,276
PutShares
25,400
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Software - Application
Technology · as of Jun 30, 2026TWO SIGMA INVESTMENTS, LP holds $4,237,952,028 across 123 Software - Application names. U ranks #6 (4.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | INTU |
Intuit Inc.
|
2,161,507 | $564,153,327 | |
| 2 | HUBS |
Hubspot Inc
|
1,819,744 | $332,121,477 | |
| 3 | FIG |
Figma, Inc.
|
12,727,784 | $230,245,612 | |
| 4 | ADBE |
Adobe Inc.
|
1,093,171 | $224,121,918 | |
| 5 | TEAM |
Atlassian Corp
|
2,494,603 | $194,055,167 | |
| 6 | U |
Unity Software Inc.
This page
|
6,750,900 | $192,940,722 | |
| 7 | DUOL |
Duolingo, Inc.
|
1,629,242 | $187,395,414 | |
| 8 | PAYC |
Paycom Software, Inc.
|
1,400,923 | $176,068,002 |
All Filings in U
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $192,940,722 | 6,750,900 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $557,276 | 25,400 | Put | Sole | 2026-05-15 | |
| 2026-03-31 | $173,516,856 | 7,908,699 | Shares | Sole | 2026-05-15 | |
| 2026-03-31 | $803,004 | 36,600 | Call | Sole | 2026-05-15 | |
| 2025-12-31 | $70,014,308 | 1,585,110 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $52,417,244 | 1,309,122 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $72,902,185 | 3,012,487 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $36,697,104 | 1,873,257 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $22,998,719 | 1,023,530 | Shares | Sole | 2025-02-14 | |
| 2024-06-30 | $24,417,268 | 1,501,677 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $92,946,598 | 3,481,146 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $216,481,555 | 5,294,242 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $81,533,390 | 2,597,432 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $193,165,897 | 4,448,777 | Shares | Sole | 2023-08-14 | |
| 2022-09-30 | $59,888,452 | 1,879,738 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $13,751,312 | 373,474 | Shares | Sole | 2022-08-15 | |
| 2021-12-31 | $6,248,663 | 43,700 | Put | Sole | 2022-02-14 | |
| 2021-12-31 | $5,719,600 | 40,000 | Call | Sole | 2022-02-14 | |
| 2021-09-30 | $12,814,375 | 101,500 | Put | Sole | 2021-11-15 | |
| 2021-09-30 | $12,662,875 | 100,300 | Call | Sole | 2021-11-15 | |
| 2021-06-30 | $6,578,817 | 59,900 | Call | Sole | 2021-08-16 | |
| 2021-06-30 | $8,369,046 | 76,200 | Put | Sole | 2021-08-16 | |
| No filing history on record for this holder in this stock. | ||||||