Clearstead Advisors, LLC

Position in U — Unity Software Inc.

CIK 842775 CLEVELAND, OH

Position in U

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$29,237

+$28,140 QoQ

Shares Held

1,023

+1946.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#423

of 558 holders

Holding Since

Dec 2020

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Clearstead Advisors, LLC holds $79,836,292 across 110 Software - Application names. U ranks #35 (0.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CRM	Salesforce, Inc.	102,787	$16,102,611
2	UBER	Uber Technologies, Inc	210,974	$15,223,883
3	ZM	Zoom Communications, Inc.	159,482	$13,764,891
4	SNOW	Snowflake Inc.	44,017	$11,202,326
5	ADP	Automatic Data Processing Inc	39,318	$8,805,266
6	ADBE	Adobe Inc.	10,110	$2,072,752
7	INTU	Intuit Inc.	7,342	$1,916,262
8	SHOP	Shopify Inc.	14,717	$1,680,387

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$29,237	1,023	+1946.0%	Shares	Sole	2026-08-06
2026-03-31	$1,097	50	+66.7%	Shares	Sole	2026-05-06
2025-12-31	$1,325	30	+400.0%	Shares	Sole	2026-02-09
2025-09-30	$240	6	-97.5%	Shares	Sole	2025-11-10
2025-03-31	$4,642	237	+216.0%	Shares	Sole	2025-05-13
2024-12-31	$1,685	75	+525.0%	Shares	Sole	2025-02-10
2023-03-31	$389	12	-57.1%	Shares	Sole	2023-05-09
2022-09-30	$892	28	0.0%	Shares	Sole	2022-11-15
2022-06-30	$1,030	28	0.0%	Shares	Sole	2022-08-12
2022-03-31	$2,777	28	+55.6%	Shares	Sole	2022-05-04
2021-12-31	$2,573	18	0.0%	Shares	Sole	2022-02-14
2021-09-30	$2,272	18	0.0%	Shares	Sole	2021-11-12
2021-06-30	$1,976	18	+12.5%	Shares	Sole	2021-08-12
2021-03-31	$1,604	16	0.0%	Shares	Sole	2021-05-14
2020-12-31	$2,455	16	—	Shares	Sole	2021-02-11
No filing history on record for this holder in this stock.