Unity Software Inc.
MX ˙ BMV
SecurityMX:U / Unity Software Inc.
InstitutionHB Wealth Management, LLC
Latest Disclosed Ownership247,792 shares
Latest Disclosed Value $ 5,436,556
HB Wealth Management, LLC reports 0.10% decrease in ownership of U / Unity Software Inc.

On April 27, 2026 - HB Wealth Management, LLC filed a 13F-HR form disclosing ownership of 247,792 shares of Unity Software Inc. (MX:U) valued at $5,436,556 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 28, 2026 disclosing 248,035 shares of Unity Software Inc.. This represents a change in shares of -0.10% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-04-27 2026-03-31 13F UNITY SOFTWARE COM 91332U101 247,792 -243 -0.10 5,437 -50.38 0.0352
2026-01-28 2025-12-31 13F UNITY SOFTWARE COM 91332U101 248,035 2,303 0.94 10,956 11.34 0.0709
2025-10-23 2025-09-30 13F UNITY SOFTWARE COM 91332U101 245,732 245,732 9,839 0.0666
2025-07-17 2025-06-30 13F UNITY SOFTWARE COM 91332U101 0 -111,563 -100.00 0 -100.00
2025-05-07 2025-03-31 13F UNITY SOFTWARE COM 91332U101 111,563 3,775 3.50 2,186 -9.79 0.0183
2025-01-15 2024-12-31 13F UNITY SOFTWARE COM 91332U101 107,788 405 0.38 2,422 -0.29 0.0247
2024-10-15 2024-09-30 13F UNITY SOFTWARE COM 91332U101 107,383 1,181 1.11 2,429 40.73 0.0261
2024-07-26 2024-06-30 13F UNITY SOFTWARE COM 91332U101 106,202 48,110 82.82 1,727 11.28 0.0201
2024-04-30 2024-03-31 13F UNITY SOFTWARE COM 91332U101 58,092 58,092 1,551 0.0195
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.