Unity Software Inc.
U- Exchange
- NYSE
- Industry
- Services-Prepackaged Software
- SEC CIK
- 0001810806
In the last 90 days, Unity Software Inc. insiders filed 0 open-market purchases and 5 sales; 598 institutions reported holding it in 13F filings for Q2 2026, worth $12.0B in total; 3 superinvestors hold it, including D1 Capital Partners and Oaktree Capital.
13F holders, Q2 2026
Institutional positions in Unity Software Inc. as of Jun 30, 2026. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 598
- +46 vs. Q1 2026
- Shares held
- 387.2M
- −34.8M (−8.2%) vs. Q1 2026
- Total value
- $12.0B
- +$3.20B (+36.5%) vs. Q1 2026
- New holders
- 123
- 202 more added
- Sold out
- 77
- 161 more reduced
4 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting U on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 598 | $12.0B |
| Q1 2026 | 556 | $8.77B |
| Q4 2025 | 621 | $16.1B |
| Q3 2025 | 567 | $14.5B |
| Q2 2025 | 464 | $10.4B |
| Q1 2025 | 446 | $7.10B |
| Q4 2024 | 438 | $7.94B |
| Q3 2024 | 431 | $8.23B |
| Q2 2024 | 462 | $5.79B |
| Q1 2024 | 504 | $9.50B |
| Q4 2023 | 564 | $13.2B |
| Q3 2023 | 533 | $12.4B |
| Q2 2023 | 538 | $15.6B |
| Q1 2023 | 502 | $13.2B |
| Q4 2022 | 503 | $8.87B |
| Q3 2022 | 474 | $6.55B |
| Q2 2022 | 490 | $8.74B |
| Q1 2022 | 579 | $22.2B |
| Q4 2021 | 596 | $36.8B |
| Q3 2021 | 477 | $25.9B |
| Q2 2021 | 409 | $20.3B |
| Q1 2021 | 352 | $18.5B |
Institutions, Q2 2026
Shares, value and share of portfolio for each institution holding Unity Software Inc.; share changes are against Q1 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 | $969.6M | 3.04% | −60,000,000−65.3% | Reduced |
| BlackRock, Inc. | 23,380,305 | $693.0M | 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 |
| D. E. Shaw & Co., Inc. | 9,082,560 | $316.6M | 0.20% | +1,064,499+13.3% | Added |
| Atreides Management, LP | 10,245,819 | $292.8M | 2.63% | −2,139,503−17.3% | Reduced |
| Linden Advisors LP | – | $273.4M | 1.42% | – | – |
| UBS Group AG | 8,241,936 | $237.9M | 0.04% | +5,540,028+205.0% | Added |
| State Street Corp | 6,816,900 | $229.4M | 0.01% | +885,284+14.9% | Added |
| Millennium Management LLC | 4,551,519 | $208.5M | 0.14% | +1,312,054+40.5% | Added |
| AQR Capital Management LLC | 7,248,193 | $207.2M | 0.07% | +6,960,650+2,420.7% | Added |
| Point72 Asset Management, L.P. | 6,805,922 | $194.5M | 0.30% | +128,613+1.9% | Added |
| Two Sigma Investments, LP | 6,750,900 | $192.9M | 0.15% | −1,157,799−14.6% | Reduced |
| Tenor Capital Management Co., L.P. | – | $189.9M | 2.68% | – | – |
| FMR LLC | 5,813,235 | $182.5M | 0.01% | −108,530−1.8% | Reduced |
| Geode Capital Management, LLC | 6,248,012 | $178.6M | 0.01% | +1,5090.0% | Added |
| Wellington Management Group LLP | 5,710,223 | $170.2M | 0.03% | −4,208,188−42.4% | Reduced |
| Norges Bank | 5,684,941 | $162.5M | 0.02% | +5,684,941 | New |
| Capital World Investors | 5,614,947 | $160.5M | 0.02% | +4,235,637+307.1% | Added |
| Resolute Partners Group | 4,766,219 | $136.2M | 32.64% | +3,934,840+473.3% | Added |
| Hood River Capital Management LLC | 4,736,216 | $135.4M | 0.98% | +242,463+5.4% | Added |
| Dimensional Fund Advisors LP | 4,656,791 | $133.1M | 0.02% | +411,777+9.7% | Added |
| Temasek Holdings (Private) Ltd | 4,582,843 | $131.0M | 0.36% | 00.0% | Unchanged |
| Capital Research Global Investors | 4,416,031 | $126.2M | 0.02% | −707,599−13.8% | Reduced |
| Goldman Sachs Group Inc | 4,360,228 | $124.9M | 0.01% | +1,854,005+74.0% | Added |
| Infinitum Asset Management, LLC | 4,250,000 | $121.5M | 12.35% | 00.0% | Unchanged |
| T. Rowe Price Investment Management, Inc. | 4,211,984 | $120.4M | 0.08% | −458,634−9.8% | Reduced |
| Ameriprise Financial Inc | 4,120,732 | $117.8M | 0.02% | +2,869,435+229.3% | Added |
| Balyasny Asset Management LLC | 2,253,979 | $116.6M | 0.21% | +1,583,244+236.0% | Added |
| Holocene Advisors, LP | 3,719,509 | $106.3M | 0.24% | +1,142,161+44.3% | Added |
| D1 Capital Partners L.P.SuperinvestorD1 Capital Partners | 3,572,473 | $102.1M | 0.29% | +312,490+9.6% | Added |
| Jane Street Group, LLC | 3,156,631 | $95.0M | 0.06% | −725,601−18.7% | Reduced |
| Morgan Stanley | 2,872,226 | $85.2M | 0.00% | −3,766,564−56.7% | Reduced |
| Nearwater Capital Markets, Ltd | 2,881,000 | $82.3M | 1.42% | +2,881,000 | New |
| Aequim Alternative Investments LP | – | $80.7M | 1.25% | – | – |
| Charles Schwab Investment Management Inc | 2,718,444 | $77.7M | 0.01% | +26,334+1.0% | Added |
| Broad Peak Investment Advisers Pte Ltd | 2,642,765 | $75.5M | 13.88% | 00.0% | Unchanged |
| Kora Management LP | 2,531,727 | $72.4M | 8.58% | +937,500+58.8% | Added |
| Vaughan Nelson Investment Management, L.P. | 2,460,700 | $70.3M | 0.62% | +2,460,700 | New |
| Amundi | 2,334,695 | $66.7M | 0.02% | +105,268+4.7% | Added |
| Vanguard Fiduciary Trust Co | 2,247,989 | $64.2M | 0.01% | +97,694+4.5% | Added |
| Deutsche Bank AG | 2,094,689 | $63.2M | 0.02% | −1,480,820−41.4% | Reduced |
| Avala Global LP | 2,187,605 | $62.5M | 2.31% | +2,187,605 | New |
| Northern Trust Corp | 2,000,883 | $57.2M | 0.01% | +157,485+8.5% | Added |
| CNH Partners LLC | – | $51.3M | 0.73% | – | – |
| BNP Paribas Arbitrage, SA | 1,206,872 | $50.0M | 0.03% | +803,936+199.5% | Added |
| Oaktree Capital Management LPSuperinvestorOaktree Capital | – | $48.6M | 0.92% | – | – |
| Invesco Ltd. | 1,697,791 | $48.5M | 0.00% | −32,279−1.9% | Reduced |
| Schonfeld Strategic Advisors LLC | 1,672,991 | $47.8M | 0.25% | −2,606,727−60.9% | Reduced |
| Nuveen, LLC | 1,558,959 | $44.6M | 0.01% | +19,037+1.2% | Added |
| Camden Asset Management L P | – | $44.0M | 1.28% | – | – |
| Bank of America Corp | 1,094,617 | $43.7M | 0.00% | −265,382−19.5% | Reduced |
| Renaissance Technologies LLC | 1,527,297 | $43.7M | 0.06% | −958,300−38.6% | Reduced |
| Van Eck Associates Corp | 1,421,247 | $40.6M | 0.02% | −298,036−17.3% | Reduced |
| Flight Deck Capital, LP | 1,399,900 | $40.0M | 19.43% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 1,350,199 | $38.6M | 0.03% | −1,560,794−53.6% | Reduced |
| Marshall Wace, LLP | 190,002 | $34.9M | 0.03% | −1,255,757−86.9% | Reduced |
| Woodline Partners LP | 1,208,954 | $34.6M | 0.11% | −1,887,167−61.0% | Reduced |
| Bank of New York Mellon Corp | 1,472,216 | $33.8M | 0.01% | +132,055+9.9% | Added |
| No Street GP LP | 1,164,529 | $33.3M | 2.00% | +1,164,529 | New |
| Royal Bank of Canada | 625,712 | $31.3M | 0.01% | −240,403−27.8% | Reduced |
| Mackay Shields LLC | – | $30.5M | 1.02% | – | – |
| Sumitomo Mitsui Trust Holdings, Inc. | 1,007,599 | $28.8M | 0.02% | −103,852−9.3% | Reduced |
| Nikko Asset Management Americas, Inc. | 1,005,487 | $28.7M | 0.37% | −105,964−9.5% | Reduced |
| Apis Capital Advisors, LLC | 1,000,000 | $28.6M | 2.78% | +1,000,000 | New |
| Verition Fund Management LLC | – | $27.2M | 0.19% | – | – |
| JPMorgan Chase & Co | 537,269 | $25.6M | 0.00% | +16,928+3.3% | Added |
| UBS Asset Management Americas Inc | 814,076 | $25.2M | 0.00% | −43,141−5.0% | Reduced |
| Marsico Capital Management LLC | 875,430 | $25.0M | 0.65% | +434,194+98.4% | Added |
| Jasper Ridge Partners, L.P. | 775,443 | $22.2M | 0.47% | −7,875−1.0% | Reduced |
| Qube Research & Technologies Ltd | 752,923 | $21.5M | 0.02% | −395,513−34.4% | Reduced |
| Duquesne Family Office LLCSuperinvestorDuquesne Family Office | 738,785 | $21.1M | 0.48% | 00.0% | Unchanged |
| Arvin Capital Management LP | 698,280 | $20.0M | 3.74% | +477,898+216.8% | Added |
| Cypress Point Investment Management LP | 690,070 | $19.7M | 3.57% | +614,378+811.7% | Added |
| Swiss National Bank | 678,500 | $19.4M | 0.01% | +51,100+8.1% | Added |
| Worldquant Millennium Advisors LLC | 668,750 | $19.1M | 0.07% | +668,750 | New |
| Steadfast Capital Management LP | 664,400 | $19.0M | 0.58% | +664,400 | New |
| Arrowstreet Capital, Limited Partnership | 654,484 | $18.7M | 0.01% | +413,286+171.3% | Added |
| Citadel Advisors LLC | 615,901 | $17.6M | 0.01% | −4,372,298−87.7% | Reduced |
| 683 Capital Management, LLC | 615,000 | $17.6M | 1.62% | +615,000 | New |
| KR Capital LP | 614,525 | $17.6M | 1.74% | +346,189+129.0% | Added |
| Optimus Prime Fund Management Co., Ltd. | 585,500 | $16.7M | 1.24% | 00.0% | Unchanged |
| Lombard Odier Asset Management (Europe) Ltd | – | $16.7M | 0.71% | – | – |
| State of Wisconsin Investment Board | 8,263,062 | $16.0M | 0.03% | +1,990,668+31.7% | Added |
| SG Americas Securities, LLC | 457,193 | $15.3M | 0.01% | +179,068+64.4% | Added |
| Arohi Asset Management PTE Ltd. | 521,360 | $14.9M | 5.45% | −48,056−8.4% | Reduced |
| Ieq Capital, LLC | 517,675 | $14.8M | 0.07% | +489,726+1,752.2% | Added |
| Price T Rowe Associates Inc | 517,385 | $14.8M | 0.00% | +193,053+59.5% | Added |
| Jain Global LLC | 508,125 | $14.5M | 0.17% | +344,038+209.7% | Added |
| Ardmore Road Asset Management LP | 500,000 | $14.3M | 0.84% | +500,000 | New |
| California Public Employees Retirement System | 494,124 | $14.1M | 0.01% | −63,989−11.5% | Reduced |
| Quantinno Capital Management LP | 489,212 | $14.0M | 0.02% | +82,652+20.3% | Added |
| HRT Financial LP | 465,668 | $13.3M | 0.02% | −306,773−39.7% | Reduced |
| Citigroup Inc | 461,317 | $13.2M | 0.01% | −41,221−8.2% | Reduced |
| Wells Fargo & Company | 416,980 | $13.1M | 0.00% | −18,063−4.2% | Reduced |
| Kim, LLC | – | $12.9M | 1.75% | – | New |
| Whittier Trust Co | 412,187 | $12.2M | 0.12% | 00.0% | Unchanged |
| SEI Investments Co | 615,602 | $12.0M | 0.01% | +101,283+19.7% | Added |