Boardroom Alpha
Meeting calendar
U · Annual meeting · Wednesday, May 13, 2026

Unity Software Inc

3 nominees · 3 ballot items.

Election of three Class III directors; Ratification of Ernst & Young LLP as independent auditors; Advisory approval of named executive officer compensation (Say-on-Pay).

Market cap
$12.7B
1Y TSR
-7.1%
Board grade
C-
Record date
Mar 20, 2026
Filing
DEF 14A
Meeting concluded · May 13, 2026

Follow how the vote landed and what changed on Unity Software Inc’s board — director track records, governance grades, and ongoing monitoring — on the Boardroom Alpha platform.

Proposals

On the ballot3

  1. 1

    Election of Directors

    ManagementBoard: FOR

    Elect three Class III director nominees (Matthew Bromberg, Keisha Smith, James Whitehurst) to serve until 2029.

  2. 2

    Ratification of Appointment of Independent Registered Public Accounting Firm

    ManagementBoard: FOR

    Ratify the appointment of Ernst & Young LLP as independent registered public accounting firm for 2026.

    More detail

    Our Audit Committee appointed Ernst & Young as independent auditors for 2026 and seeks shareholder ratification as good corporate practice, allowing stockholders to provide input but not legally required. The proposal asks shareholders to ratify EY’s appointment; management recommends a “FOR” vote. If not ratified, the Audit Committee will reconsider the appointment, but even if ratified the Audit Committee retains the right to change auditors during the year if in the Company’s best interest. There are no significant conflicts disclosed; the Audit Committee determined that Ernst & Young’s non-audit services are compatible with independence, and disclosed audit fees for 2024 and 2025. The vote requires a majority of voting power present and is considered a routine matter under NYSE rules, so brokers may vote uninstructed shares.

  3. 3

    Advisory Vote on Executive Compensation (Say-on-Pay

    ManagementBoard: FOR

    Non-binding advisory vote to approve the compensation of the named executive officers as disclosed in the proxy statement.

    More detail

    This advisory proposal asks shareholders to approve, on a non-binding basis, the Company’s executive compensation as disclosed. Management frames compensation as pay-for-performance with significant at-risk components (PSUs, RSUs, bonuses), increased PSU weighting and metrics (revenue and Adjusted EBITDA Less SBC Margin) to address stockholder concerns about dilution and performance, and recent changes after a low prior say-on-pay vote. The Board recommends 'FOR' and will consider vote results when setting future compensation. The proposal is non-binding but provides an important governance signal; it's 'non-routine' so brokers cannot vote uninstructed shares.

Director elections

Nominees on the ballot3

Not independent
Tenure on this board
2.8 yrs
Also a director at
United Airlines Holdings Inc (UAL)Amplitude Inc (AMPL)
Ownership

Top institutional holders10

Latest 13F quarter
1Silver Lake Group, L.L.C.Activist8.0%34,735,404$762M
2SC US (TTGP), LTD.7.3%31,824,924$698M
3VANGUARD PORTFOLIO MANAGEMENT LLC4.3%18,587,893$408M
4VANGUARD CAPITAL MANAGEMENT LLC3.6%15,557,101$341M
5Atreides Management, LP2.8%12,385,322$272M
6Slate Path Capital LP2.6%11,349,752$249M
7BlackRock, Inc.2.0%8,608,657$189M
8WELLINGTON MANAGEMENT GROUP LLP1.8%8,057,482$177M
9TWO SIGMA INVESTMENTS, LP1.8%7,908,699$174M
10BlackRock, Inc.1.6%7,118,263$156M
Filings

Recent key filings

Periodic reports
Definitive proxies
Reference

Frequently asked questions

When is the Unity Software Inc 2026 annual meeting?
Unity Software Inc (U) holds its 2026 annual shareholder meeting on Wednesday, May 13, 2026.
What is the record date for the Unity Software Inc 2026 meeting?
The record date for the Unity Software Inc 2026 meeting is Friday, March 20, 2026. Shareholders of record on or before that date are eligible to vote.
Who are the director nominees for Unity Software Inc's 2026 meeting?
The board is presenting 3 director nominees at the Unity Software Inc 2026 meeting, listed with their independence status and background.
What proposals will shareholders vote on at the Unity Software Inc 2026 meeting?
Shareholders will vote on 3 proposals at the Unity Software Inc 2026 meeting, each tagged with who proposed it and the board's recommendation.
Disclaimer

The opinions and information contained herein have been obtained or derived from sources believed to be reliable, but Boardroom Alpha cannot guarantee its accuracy and completeness, and that of the opinions based thereon.

This report contains opinions and is provided for informational purposes only – it does not constitute investment, legal or tax advice. You should not rely solely upon the research herein for purposes of transacting securities or other investments, and you are encouraged to conduct your own research and due diligence, and to seek the advice of a qualified securities professional before you make any investment.

None of the information contained in this report constitutes, or is intended to constitute a recommendation by Boardroom Alpha of any particular security or trading strategy or a determination by Boardroom Alpha that any security or trading strategy is suitable for any specific person. To the extent any of the information contained herein may be deemed to be investment advice, such information is impersonal and not tailored to the investment needs of any specific person.

No representation or warranty, expressed or implied, is made on behalf of Boardroom Alpha as to the accuracy or completeness of the information contained herein. Boardroom Alpha does not accept any liability for any direct, indirect or consequential loss or damage suffered by any person as a result of relying on all or any part of this research and any liability is expressly disclaimed.

Full disclaimer