Position in U
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$562,997
+$562,997 QoQ
Shares Held
19,699
Ownership
0.004%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#274
of 558 holders
Holding Since
Dec 2022
8 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in U Over Time
Shares Held
Position Value (USD)
Derivatives in U
reported options exposure · as of Jun 30, 2026CallValue
$914,560
CallShares
32,000
PutValue
$0
PutShares
0
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, 2026J. Goldman & Co LP holds $31,880,263 across 8 Software - Application names. U ranks #8 (1.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NICE |
NICE Ltd.
|
165,000 | $14,990,250 | |
| 2 | ZM |
Zoom Communications, Inc.
|
80,037 | $6,907,993 | |
| 3 | AZ |
A2z Cust2mate Solutions Corp.
|
648,447 | $3,773,961 | |
| 4 | GRAB |
Grab Holdings Ltd
|
879,000 | $3,313,830 | |
| 5 | SMRT |
SmartRent, Inc.
|
730,705 | $869,538 | |
| 6 | NOW |
ServiceNow, Inc.
|
8,015 | $795,729 | |
| 7 | DUOL |
Duolingo, Inc.
|
5,790 | $665,965 | |
| 8 | U |
Unity Software Inc.
This page
|
19,699 | $562,997 |
All Filings in U
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $914,560 | 32,000 | Call | Sole | 2026-08-14 | |
| 2026-06-30 | $562,997 | 19,699 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,097,000 | 50,000 | Call | Sole | 2026-05-15 | |
| 2025-12-31 | $481,276 | 10,896 | Shares | Sole | 2026-02-17 | |
| 2025-06-30 | $6,376,264 | 263,482 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $2,413,448 | 123,198 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $14,618,307 | 650,570 | Shares | Sole | 2025-02-14 | |
| 2024-12-31 | $853,860 | 38,000 | Call | Sole | 2025-02-14 | |
| 2023-03-31 | $399,595 | 12,318 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $277,323 | 9,700 | Put | Sole | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||