Fund Bets Big on Ad-Tech Turnaround Story, With $47 Million Buy of Unity Stock

3 days ago 7

Jake Lerch, The Motley Fool

Wed, February 18, 2026 astatine 9:41 AM CST 4 min read

On February 13, 2026, Shannon River Fund Management LLC disclosed a caller presumption successful Unity Software (NYSE:U), acquiring 1,065,452 shares successful an estimated $47.06 cardinal commercialized based connected quarterly mean pricing.

According to a Securities and Exchange Commission (SEC) filing dated February 13, 2026, Shannon River Fund Management LLC initiated a caller presumption successful Unity Software by acquiring 1,065,452 shares. The estimated transaction worth for the 4th was $47.06 million, calculated utilizing the mean terms during the filing period. The quarter-end worth of the involvement likewise stood astatine $47.06 million, reflecting the acquisition and closing stock price.

This is simply a caller involvement for Shannon River Fund Management LLC and represents 7.38% of the fund’s 13F reportable assets nether management.

Top holdings aft the filing include:

NASDAQ:TSEM: $70.78 cardinal (11.1% of AUM)
NASDAQ:PEGA: $62.04 cardinal (9.7% of AUM)
NYSE:U: $47.06 cardinal (7.4% of AUM)
NYSE:LYV: $36.40 cardinal (5.7% of AUM)
NASDAQ:MRVL: $32.10 cardinal (5.0% of AUM)

As of February 13, 2026, Unity Software shares were priced astatine $18.68, down 9.9% implicit the past year, underperforming the S&P 500 by 21.72 percent points.

Metric

Value

Revenue (TTM)	$1.85 billion
Net Income (TTM)	($401.49 million)
Market Capitalization	$8.09 billion
Price (as of marketplace adjacent 2/13/26)	$18.68

Offers an interactive real-time 3D contented level for creating, running, and monetizing 2D and 3D contented crossed mobile, PC, console, and AR/VR devices.
Generates gross chiefly done bundle licensing, subscriptions, and monetization solutions for developers and contented creators.
Serves a planetary lawsuit basal of developers, artists, designers, engineers, and architects successful industries specified arsenic gaming, entertainment, architecture, and engineering.

Unity Software Inc. is simply a starring supplier of real-time 3D improvement tools, supporting a wide spectrum of interactive contented instauration crossed aggregate platforms. The institution leverages its standard and technological expertise to alteration creators to build, deploy, and monetize interactive experiences globally. Unity's integrated solutions and extended scope presumption it arsenic a captious enabler successful the integer contented and gaming ecosystem.

The caller acquisition by Shannon River of astir $47 cardinal worthy of Unity Software banal is significant. Here’s wherefore mean investors should instrumentality notice.

First off, Shannon River, a New York-based hedge fund, genuinely loaded up connected Unity stock. By acquiring implicit 1 cardinal shares of Unity stock, the money has present made the bundle developer its third-largest wide presumption successful its $637 cardinal portfolio. That should springiness investors assurance that Shannon River is simply a believer successful Unity stock.

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