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$U
$40.33 -$0.46 (1.13%) Live

Ownership

13F as of Q2 2026 · 440.1M shares outstanding

Who owns U?

By type of holder
Institutions 84.3% Insiders 15.7% Everyone else 0.0%
Concentration Top 10 holders own 55.2%
Botha Roelof 9.0% · Durban Egon 7.9%
Institutional ownership
84.3%
+5.9 pts vs last qtr
Institutional holders
559
+32 vs last qtr
Net shares bought
+26.2M
by institutions in Q2 2026
New / sold out
115 / 83
positions opened vs closed

How is ownership changing?

Institutions, last 8 quarters

Biggest buyers in Q2 2026
  • Aqr Capital Management LLC +7.0M
  • Norges Bank NEW +5.7M

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Biggest sellers in Q2 2026
  • Citadel Advisors LLC −4.4M
  • Wellington Management Group LLP −4.2M

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Who is planning to sell?

Notices of proposed sale, last 12 months
$108M
43 notices from 9 people
Shares covered
2.5M
0.57% of the company
Arranged in advance
35%
of the value is under a 10b5-1 plan
Under a 10b5-1 plan No plan
$0$29.4M$58.9MNov 2025: $15.2M under a 10b5-1 planNov 2025: $11.6M without a planNovDec 2025: $20.2M under a 10b5-1 planDec 2025: $38.7M without a planDecJan 2026: $30.7K under a 10b5-1 planJanFeb 2026: $47.7K under a 10b5-1 planFeb 2026: $595.1K without a planFebMar 2026: $130.5K without a planMarAprMay 2026: $57.5K under a 10b5-1 planMay 2026: $5.3M without a planMayJunJulAug 2026: $2.0M under a 10b5-1 planAug 2026: $14.3M without a planAugSepOct
Largest proposed sellers
  • Helgason David Director $35.2M
  • Tomer Bar-Zeev Director $23.5M

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Every notice on Red Flags →

A Form 144 is notice of a planned sale, not the sale itself. What insiders actually sold is on Insider Transactions.

Is your stake being diluted?

Diluted share count, FY2019–FY2025
+267.8%
+24.24% a year
Each share's claim on the business
−72.8%
shrank without buying or selling a share
Spent on buybacks vs paid in stock
$2.04B vs $2.69B
over 7 fiscal years
Diluted shares, split-adjusted
111.0M268.1M425.1M2019: 114.4M shares'192020: 170.0M shares'202021: 282.2M shares'212022: 310.5M shares'222023: 380.5M shares'232024: 396.0M shares'242025: 420.9M shares'25
Buybacks Stock-based comp
$0$750.0M$1.5B2019 buybacks: $286.4M2019 stock comp: $31.0M'192020 buybacks: $110.0K2020 stock comp: $134.6M'202021 buybacks: $02021 stock comp: $347.2M'212022 buybacks: $1.5B2022 stock comp: $550.1M'222023 buybacks: $250.0M2023 stock comp: $648.7M'232024 buybacks: $02024 stock comp: $596.2M'242025 buybacks: $02025 stock comp: $385.2M'25

How patient are the owners?

Institutional shares by how long they've been held
5+ years55% 3–5 years6% 1–3 years24% Under 1 year14%
Quarterly turnover
18.2%
of institutional shares changed hands
Top 10 managers, median time held
5 years

Super Investors

Investment managers reporting U on Form 13F
SL
Silver Lake Group, L.L.C.
Shares
34.7M
% of company
7.89%
Change vs last qtr
Unchanged
Held since
≤2021
SU
SC US (ttgp), LTD.
Shares
31.8M
% of company
7.23%
Change vs last qtr
Unchanged
Held since
≤2021

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Institutional Funds

Mutual funds and ETFs reporting U on Form N-PORT; together they hold 21.3% of the company
VT
Position value
$357M
% of company
2.83%
% of the fund
0.02%
As of
June 30, 2026
VS
Vanguard Index Funds
Position value
$257M
% of company
2.05%
% of the fund
0.14%
As of
June 30, 2026

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Insiders and 5%+ holders

From Forms 3/4/5 and Schedules 13D/G
BR
Botha Roelof
Insider
Shares
39.4M
% of company
8.96%
Change vs last qtr
—
Held since
—
DE
Durban Egon
Insider
Shares
34.9M
% of company
7.93%
Change vs last qtr
—
Held since
—

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