Geopolitics Alpha

Assenagon Asset Management S.A. Buys 2,618,522 Shares of Unity Software Inc. $U

Published . Updated .

Assenagon Asset Management S.A. Buys 2,618,522 Shares of Unity Software Inc. $U MarketBeat

Directly affected

  • U Unity Software

    Named in this report.

Indirectly affected

  • LMT Lockheed Martin

    Defense contractors get more work when conflict spending rises

  • RTX RTX

    Defense contractors get more work when conflict spending rises

  • NOC Northrop Grumman

    Defense contractors get more work when conflict spending rises

  • GD General Dynamics

    Defense contractors get more work when conflict spending rises

  • ITA iShares U.S. Aerospace & Defense

    A fund of aerospace and defense companies

  • BA Boeing

    Defense and aerospace orders move with conflict spending

  • LHX L3Harris

    Defense contractors get more work when conflict spending rises

  • HII Huntington Ingalls

    Shipyards benefit when naval spending rises

Price reaction, T-5 to T+3

TickerT-5T-3T-1T0T+1T+2T+3
U———————
LMT———————
RTX———————
NOC———————
GD-2.62%-2.77%—-0.81%+0.53%——
ITA-1.45%-2.33%—-0.71%-1.03%——
BA-0.30%-2.89%—+0.68%+0.41%——
LHX-4.14%-4.40%—-1.84%-0.55%——
HII-2.79%-2.64%—-0.77%+0.85%——

Assenagon Asset Management S.A. Buys 2,618,522 Shares of Unity Software Inc. $U MarketBeat

Source: MarketBeat

How far Unity Software (U) has moved since 17 Oct 2026

CompanyWhenMoveStatus
BAthat day+0.68%final price
BAthe next day+0.41%still updating
BAthree days earlier-2.89%final price
BAfive days earlier-0.30%final price
GDthat day-0.81%final price
GDthe next day+0.53%still updating
GDthree days earlier-2.77%final price
GDfive days earlier-2.62%final price
HIIthat day-0.77%final price
HIIthe next day+0.85%still updating
HIIthree days earlier-2.64%final price
HIIfive days earlier-2.79%final price
ITAthat day-0.71%final price
ITAthe next day-1.03%still updating
ITAthree days earlier-2.33%final price
ITAfive days earlier-1.45%final price
LHXthat day-1.84%final price
LHXthe next day-0.55%still updating
LHXthree days earlier-4.40%final price
LHXfive days earlier-4.14%final price

Unity Software (U) on one side of this defense story

Companies tied to this story

  • U Unity Software

    For “Assenagon Asset Management S.A. Buys 2,618,522 Shares of Unity Software Inc. $U,” Unity Software (U) is linked, with no stored direction, high confidence. Reason on file: The source item explicitly associated this symbol with the reported development

Unity Software (U) and the defense link

Unity Software (U) is the company in “Assenagon Asset Management S.A. Buys 2,618,522 Shares of Unity Software Inc. $U,” the 17 Oct 2026 Defense story.

What ties Unity Software (U) to the headline is this: The source item explicitly associated this symbol with the reported development

Dates in the story, and the Unity Software (U) price range

U traded between 38.47 and 47.74 across 20 sessions. The latest close on file is 40.58.

How strong the case is around Unity Software (U)

14 out of 100Price not final

“Assenagon Asset Management S.A. Buys 2,618,522 Shares of Unity Software Inc. $U” scores 14 out of 100. The score uses 1 sources, and 1 linked companies. The price is not final yet.