Global Retirement Partners, LLC
PensionPosition in U — Unity Software Inc.
CIK 1749744
San Rafael, CA
Position in U
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$56,474
-$127,008 QoQ
Shares Held
1,976
-52.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#413
of 558 holders
Holding Since
Jun 2021
17 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in U Over Time
Shares Held
Position Value (USD)
Derivatives in U
reported options exposure · as of Sep 30, 2025CallValue
$527
CallShares
400
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, 2026Global Retirement Partners, LLC holds $40,012,178 across 105 Software - Application names. U ranks #44 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NOW |
ServiceNow, Inc.
|
79,680 | $7,910,630 | |
| 2 | UBER |
Uber Technologies, Inc
|
78,687 | $5,678,053 | |
| 3 | CDNS |
Cadence Design Systems Inc
|
8,460 | $3,175,207 | |
| 4 | CRM |
Salesforce, Inc.
|
17,943 | $2,810,950 | |
| 5 | PAYX |
Paychex Inc
|
20,401 | $2,006,030 | |
| 6 | SHOP |
Shopify Inc.
|
17,150 | $1,958,187 | |
| 7 | SNOW |
Snowflake Inc.
|
6,600 | $1,679,700 | |
| 8 | DDOG |
Datadog, Inc.
|
6,336 | $1,649,640 |
All Filings in U
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $56,474 | 1,976 | Shares | Sole | 2026-08-06 | |
| 2025-12-31 | $183,482 | 4,154 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $527 | 400 | Call | Sole | 2025-10-21 | |
| 2025-09-30 | $20,340 | 508 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $12,003 | 496 | Shares | Sole | 2025-08-12 | |
| 2024-12-31 | $4,112 | 183 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $3,234 | 143 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $2,536 | 156 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $14,311 | 536 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $23,879 | 584 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $54,995 | 1,752 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $35,864 | 826 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $26,795 | 826 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $2,658 | 93 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $3,154 | 99 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $2,209 | 60 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $5,952 | 60 | Shares | Sole | 2022-07-14 | |
| 2021-06-30 | $5,491 | 50 | Shares | Sole | 2021-07-15 | |
| No filing history on record for this holder in this stock. | ||||||