Position in U
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,623,401
+$1,445,117 QoQ
Shares Held
56,802
+599.0% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
0.38%
of 13F equity value
Holder Rank
#197
of 558 holders
Holding Since
Sep 2024
5 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 Jun 30, 2026Neo Ivy Capital Management holds $14,596,011 across 13 Software - Application names. U ranks #4 (11.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LYFT |
Lyft, Inc.
|
289,884 | $4,235,205 | |
| 2 | NOW |
ServiceNow, Inc.
|
33,593 | $3,335,113 | |
| 3 | CRM |
Salesforce, Inc.
|
15,991 | $2,505,150 | |
| 4 | U |
Unity Software Inc.
This page
|
56,802 | $1,623,401 | |
| 5 | SNOW |
Snowflake Inc.
|
3,154 | $802,693 | |
| 6 | ADEA |
Adeia Inc.
|
21,452 | $706,414 | |
| 7 | INTU |
Intuit Inc.
|
1,528 | $398,808 | |
| 8 | GRND |
Grindr Inc.
|
23,383 | $336,013 |
All Filings in U
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,623,401 | 56,802 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $178,284 | 8,126 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $777,347 | 17,599 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $3,796,512 | 94,818 | Shares | Sole | 2025-11-12 | |
| 2024-09-30 | $714,294 | 31,578 | Shares | Sole | 2024-11-18 | |
| No filing history on record for this holder in this stock. | ||||||