Unity Software Inc.

Exchange: NYSE
Industry: Services-Prepackaged Software
SEC CIK: 0001810806

SEC filings (opens in a new tab)

In the last 90 days, Unity Software Inc. insiders filed 0 open-market purchases and 5 sales; 566 institutions reported holding it in 13F filings for Q2 2026, worth $10.7B in total; superinvestors D1 Capital Partners and Duquesne Family Office hold it.

Key figures

Market capClose on Nov 9, 2026: $22.8B
Insider buysOpen market, last 90 days: 0
Insider sellsLast 90 days, $4.88M in total: 5
13F holdersQ2 2026, +39 vs. previous quarter: 566
13F valueReported value at the end of Q2 2026: $10.7B
Superinvestors holdingAt the end of Q2 2026: 2

Price chart

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Financials

See financial statements

From SEC filings, in USD.

Revenue, FY2025: $1.85B; +2.0% year over year
Net income, FY2025: -$402.8M; No comparable prior period
Free cash flow, FY2025: $403.9M; +41.2% year over year
Revenue, Q3 FY2026: $622.1M; +32.2% year over year

Revenue flow, FY2025

Green is profit; orange is costs, expenses and taxes. Percentages are shares of revenue.

Net loss for FY2025: $402.8M (21.8% of revenue).

Short interest

See short data

From FINRA, settlement date Oct 15, 2026.

Short interest: 28.1M; Shares sold short
Change: +82.5K; +0.3% vs. previous
Days to cover: 2.88; At average daily volume

Superinvestors holding U, Q2 2026

Go to the superinvestors tab

2 superinvestors report holding Unity Software Inc. on Form 13F. Percentages are the stock's share of each portfolio.

D1 Capital Partners

Dan Sundheim

0.3%

Unity Software Inc.'s share of the portfolio

Shares: 3,572,473
Value: $102.1M

Duquesne Family Office

Stanley Druckenmiller

0.5%

Unity Software Inc.'s share of the portfolio

Shares: 738,785
Value: $21.1M

Latest insider trades

See all insider trades

Open-market purchases and sales by Unity Software Inc. insiders from Form 4, newest first.

Insider trades
Filed (ET)	Trade date	Filing delay	Insider	Transaction	Shares	Avg price	Value	Holding change	Flags
Sep 1, 2026 (view filing)5:02 PM ET	Aug 28	4 days	Blum AlexanderSVP, Chief Operating Officer	SSale	−43.6K	$43.51	−$1.90M	−6.2%661.9K after	2 lots10b5-1
Aug 27, 2026 (view filing)8:00 PM ET	Aug 25-27	2 days	Blum AlexanderSVP, Chief Operating Officer	SSale	−22.6K	$45.26	−$1.02M	−3.1%705.4K after	3 lots10b5-1
Aug 26, 2026 (view filing)8:29 PM ET	Aug 25	1 day	Boyden Rebecca BereniceSVP, Chief Legal Officer	SSale	−1.03K	$45.32	−$46.8K	−0.3%308.4K after	2 lots
Aug 26, 2026 (view filing)8:24 PM ET	Aug 25	1 day	Bromberg Matthew SPresident and CEO	SSale	−16.4K	$45.31	−$742.3K	−1.1%1.54M after	2 lots
Aug 26, 2026 (view filing)8:21 PM ET	Aug 25	1 day	Yahes JarrodSVP, Chief Financial Officer	SSale	−26.0K	$45.31	−$1.18M	−3.7%678.3K after	2 lots
May 28, 2026 (view filing)	May 26	2 days	Boyden Rebecca BereniceSVP, Chief Legal Officer	SSale	−952	$27.20	−$25.9K	−0.3%309.4K after
May 28, 2026 (view filing)	May 26-28	2 days	Blum AlexanderSVP, Chief Operating Officer	SSale	−21.1K	$27.20	−$574.1K	−2.8%728.0K after	2 lots
May 28, 2026 (view filing)	May 26	2 days	Barrysmith MarkChief Accounting Officer	SSale	−13.2K	$27.18	−$360.1K	−3.5%370.7K after
May 28, 2026 (view filing)	May 26	2 days	Yahes JarrodSVP, Chief Financial Officer	SSale	−24.0K	$27.18	−$652.9K	−3.3%704.4K after
May 28, 2026 (view filing)	May 26	2 days	Bromberg Matthew SCEO and President	SSale	−139.0K	$27.18	−$3.78M	−8.2%1.56M after

Top 10 13F holders, Q2 2026

See all 566 holders

The largest institutional positions in Unity Software Inc. at the end of Q2 2026; share changes are against Q1 2026.

Institutions holding U in Q2 2026
Institution	Shares	Value	% of portfolio	Change in shares	Action
Silver Lake Group, L.L.C.	34,735,404	$992.7M	21.68%	00.0%	Unchanged
SC US (TTGP), Ltd.	31,824,924	$909.6M	2.85%	00.0%	Unchanged
BlackRock, Inc.	23,380,305	$668.2M	0.01%	+4,446,103+23.5%	Added
Vanguard Portfolio Management LLC	20,466,738	$584.9M	0.03%	+1,878,845+10.1%	Added
Vanguard Capital Management LLC	17,205,571	$491.7M	0.01%	+1,648,470+10.6%	Added
Slate Path Capital LP	16,075,152	$459.4M	6.36%	+4,725,400+41.6%	Added
Atreides Management, LP	10,245,819	$292.8M	2.63%	−2,139,503−17.3%	Reduced
D. E. Shaw & Co., Inc.	9,082,560	$259.6M	0.16%	+1,064,499+13.3%	Added
UBS Group AG	8,241,936	$235.6M	0.04%	+5,540,028+205.0%	Added
AQR Capital Management LLC	7,248,193	$207.2M	0.07%	+6,960,650+2,420.7%	Added

Holders of 5% or more of U

See all 1 holders and filings

Holders whose latest Schedule 13D or 13G filing reports 5% or more of Unity Software Inc..

Largest holders of U from 13D and 13G filings
Holder	Latest form	Stake	Change	First filed	Latest filing	Filing
SC US (TTGP), Ltd.	13G/A	7.60%33.1M shares	–	Feb 14, 20233 filings	Feb 13, 2026	SEC

Politician trades

All politician trades in U

1 member of Congress reported 1 trade in Unity Software Inc. since 2020. Newest filings:

Latest politician trades in U
Filed	Politician	Type	Amount
May 14, 2023	Deborah K. Ross House · NC	Exchange	$1K-$15K

Deborah K. Ross
House · NC · May 14, 2023
Exchange$1K-$15K