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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; 563 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.

13F holders, Q3 2021

Institutional positions in Unity Software Inc. as of Sep 30, 2021. 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
477
+72 vs. Q2 2021
Shares held
205.1M
+20.7M (+11.2%) vs. Q2 2021
Total value
$25.9B
+$5.65B (+27.9%) vs. Q2 2021
New holders
111
176 more added
Sold out
39
123 more reduced

4 institutions that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 2021: 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.

Institutional holdersQ3 2021: 477 institutions
Q1 2021: 352 institutionsQ2 2021: 409 institutionsQ3 2021: 477 institutionsQ4 2021: 596 institutionsQ1 2022: 579 institutionsQ2 2022: 490 institutionsQ3 2022: 474 institutionsQ4 2022: 462 institutionsQ1 2023: 463 institutionsQ2 2023: 502 institutionsQ3 2023: 501 institutionsQ4 2023: 531 institutionsQ1 2024: 472 institutionsQ2 2024: 428 institutionsQ3 2024: 402 institutionsQ4 2024: 413 institutionsQ1 2025: 427 institutionsQ2 2025: 447 institutionsQ3 2025: 551 institutionsQ4 2025: 604 institutionsQ1 2026: 528 institutionsQ2 2026: 563 institutions
Value heldQ3 2021: $25.9B
Q1 2021: $18.5BQ2 2021: $20.3BQ3 2021: $25.9BQ4 2021: $31.8BQ1 2022: $22.2BQ2 2022: $8.74BQ3 2022: $6.55BQ4 2022: $7.18BQ1 2023: $8.04BQ2 2023: $11.1BQ3 2023: $7.84BQ4 2023: $11.2BQ1 2024: $7.91BQ2 2024: $4.69BQ3 2024: $6.90BQ4 2024: $6.76BQ1 2025: $6.47BQ2 2025: $8.44BQ3 2025: $13.9BQ4 2025: $15.3BQ1 2026: $7.57BQ2 2026: $10.7B
Institutions holding U and their total value by quarter
QuarterHoldersValue
Q2 2026563$10.7B
Q1 2026528$7.57B
Q4 2025604$15.3B
Q3 2025551$13.9B
Q2 2025447$8.44B
Q1 2025427$6.47B
Q4 2024413$6.76B
Q3 2024402$6.90B
Q2 2024428$4.69B
Q1 2024472$7.91B
Q4 2023531$11.2B
Q3 2023501$7.84B
Q2 2023502$11.1B
Q1 2023463$8.04B
Q4 2022462$7.18B
Q3 2022474$6.55B
Q2 2022490$8.74B
Q1 2022579$22.2B
Q4 2021596$31.8B
Q3 2021477$25.9B
Q2 2021409$20.3B
Q1 2021352$18.5B

Institutions, Q3 2021

Shares, value and share of portfolio for each institution holding Unity Software Inc.; share changes are against Q2 2021.

Institutions holding U in Q3 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Silver Lake Group, L.L.C.40,779,493$5.15B31.61%00.0%Unchanged
SC US (TTGP), Ltd.25,957,479$3.28B18.29%00.0%Unchanged
SC XII Management LLC18,137,669$2.29B100.00%00.0%Unchanged
Morgan Stanley14,458,990$1.83B0.25%+5,156,313+55.4%Added
Vanguard Group Inc13,547,480$1.71B0.04%+3,455,382+34.2%Added
ARK Investment Management LLCSuperinvestorARK Invest11,908,598$1.50B3.61%+98,386+0.8%Added
BlackRock Inc.7,474,773$943.7M0.03%+2,352,210+45.9%Added
Sumitomo Mitsui Trust Holdings, Inc.6,643,491$838.7M0.52%+1,501,792+29.2%Added
Nikko Asset Management Americas, Inc.6,496,860$822.2M3.53%+1,506,654+30.2%Added
Resolute Partners Group4,027,194$508.4M69.09%−22,548−0.6%Reduced
FMR LLC3,979,191$502.4M0.04%+1,271,764+47.0%Added
Artisan Partners Limited Partnership2,868,572$362.2M0.44%−1,100,242−27.7%Reduced
State Street Corp2,345,289$296.1M0.02%+628,350+36.6%Added
JPMorgan Chase & Co2,283,441$288.3M0.04%+2,252,536+7,288.6%Added
Janus Henderson Group PLC2,227,485$281.2M0.12%+1,980,428+801.6%Added
SCHF (Gpe), LLC2,172,689$274.3M26.35%00.0%Unchanged
Altimeter Capital Management, LPSuperinvestorAltimeter Capital2,098,175$264.9M2.12%00.0%Unchanged
Norges Bank1,853,551$234.0M0.05%−269,769−12.7%Reduced
Wells Fargo & Company1,776,467$224.3M0.05%+352,288+24.7%Added
Geode Capital Management, LLC1,730,383$218.3M0.03%+1,304,079+305.9%Added
Ward Ferry Management (BVI) Ltd1,552,000$195.9M15.02%00.0%Unchanged
Jasper Ridge Partners, L.P.1,497,010$189.0M8.42%00.0%Unchanged
Bank of America Corp1,253,226$158.2M0.02%+784,557+167.4%Added
Marcho Partners LLP1,198,495$151.3M9.50%−28,394−2.3%Reduced
Scge Management, L.P.1,000,000$126.3M1.17%00.0%Unchanged
Citadel Advisors LLC913,308$115.3M0.13%−111,050−10.8%Reduced
Goldman Sachs Group Inc907,813$114.6M0.03%+371,367+69.2%Added
Zevenbergen Capital Investments LLC789,475$99.7M1.89%−92,760−10.5%Reduced
Northern Trust Corp720,798$91.0M0.02%+315,484+77.8%Added
Primecap Management Co690,224$87.1M0.06%−3,000−0.4%Reduced
Blair William & Co629,398$79.5M0.27%+197,184+45.6%Added
Lord, Abbett & Co. LLC610,186$77.0M0.18%+610,186New
Gilder Gagnon Howe & Co LLC599,945$75.7M0.39%−15,349−2.5%Reduced
Vaughan Nelson Investment Management, L.P.582,231$73.5M0.75%+582,231New
Van Eck Associates Corp580,183$73.2M0.18%−301,253−34.2%Reduced
Legal & General Group Plc564,540$71.3M0.02%+38,705+7.4%Added
Invesco Ltd.543,253$68.6M0.02%−54,840−9.2%Reduced
Charles Schwab Investment Management Inc468,626$59.2M0.02%+453,096+2,917.6%Added
Nuveen Asset Management, LLC464,634$58.7M0.02%−260.0%Reduced
Holocene Advisors, LP451,855$57.0M0.33%−397,430−46.8%Reduced
Jericho Capital Asset Management L.P.433,000$54.7M1.49%+433,000New
Gladstone Capital Management LLP417,681$52.7M2.66%+254,229+155.5%Added
TimesSquare Capital Management, LLC415,500$52.5M0.46%+53,950+14.9%Added
Peregrine Capital Management LLC392,688$49.6M1.03%−3,403−0.9%Reduced
Federated Hermes, Inc.382,158$48.2M0.09%−1,260−0.3%Reduced
Fred Alger Management, LLC363,269$45.9M0.11%+315,205+655.8%Added
Bank of New York Mellon Corp343,043$43.3M0.01%+113,064+49.2%Added
Manufacturers Life Insurance Company, The329,115$41.6M0.03%+204,753+164.6%Added
La Financiere de L'Echiquier306,287$38.7M1.30%+78,000+34.2%Added
Hitchwood Capital Management LP290,000$36.6M1.28%+220,000+314.3%Added
California Public Employees Retirement System284,731$35.9M0.03%+284,731New
UBS Group AG280,741$35.4M0.01%+170,329+154.3%Added
Berkshire Capital Holdings Inc277,290$35.0M4.70%+101,940+58.1%Added
Envestnet Asset Management Inc273,548$34.5M0.02%+35,301+14.8%Added
UBS Asset Management Americas Inc272,336$34.4M0.01%+38,795+16.6%Added
Driehaus Capital Management LLC253,127$32.0M0.38%+253,127New
Builders Union LLP250,900$31.7M15.00%+30,800+14.0%Added
Royal Bank of Canada235,344$29.7M0.01%+158,197+205.1%Added
Citigroup Inc231,706$29.3M0.03%+189,254+445.8%Added
Natixis224,362$28.3M0.10%+224,362New
Ci Investments Inc.223,870$28.3M0.11%+93,857+72.2%Added
Swiss National Bank220,600$27.9M0.02%−6,000−2.6%Reduced
Stephens Investment Management Group LLC213,817$27.0M0.37%+158+0.1%Added
Mirae Asset Global Investments Co., Ltd.208,724$26.4M0.07%+208,724New
Polar Capital Holdings Plc204,954$25.9M0.14%−10,505−4.9%Reduced
California State Teachers Retirement System191,413$24.2M0.03%−69,179−26.5%Reduced
Credit Suisse AG191,246$24.1M0.02%+78,583+69.8%Added
Alliancebernstein L.P.190,336$24.0M0.01%+3,603+1.9%Added
Soros Capital Management LLC183,453$23.2M4.64%+183,453New
Whittier Trust Co180,846$22.8M0.42%+28,279+18.5%Added
Korea Investment CORP180,800$22.8M0.07%+63,800+54.5%Added
Stifel Financial Corp180,505$22.8M0.03%+64,436+55.5%Added
Massachusetts Financial Services Co176,003$22.2M0.01%−1,698−1.0%Reduced
Natixis Investment Managers International170,445$21.5M1.25%+170,445New
New York State Common Retirement Fund170,347$21.5M0.02%+2,293+1.4%Added
William Blair Investment Management, LLC166,881$21.1M0.06%+166,881New
State Board of Administration of Florida Retirement System164,516$20.8M0.04%+25,233+18.1%Added
Clearbridge Investments, LLC159,210$20.1M0.01%+14,910+10.3%Added
Tudor Investment Corp Et Al158,017$19.9M0.41%+100,936+176.8%Added
Principal Financial Group Inc156,596$19.8M0.01%+140,565+876.8%Added
SEI Investments Co154,101$19.5M0.04%−47,706−23.6%Reduced
Islet Management, LP150,000$18.9M0.91%+150,000New
Neuberger Berman Group LLC141,795$17.9M0.02%−84,403−37.3%Reduced
Natixis Advisors, L.P.138,538$17.5M0.07%+138,538New
Rhumbline Advisers136,096$17.2M0.02%+308+0.2%Added
Axel Capital Management, LLC135,000$17.0M9.57%+90,000+200.0%Added
D L Carlson Investment Group Inc131,607$16.6M2.89%+60,404+84.8%Added
Sandhill Capital Partners LLC126,454$16.0M1.28%+1,621+1.3%Added
Deutsche Bank AG110,345$13.9M0.01%+15,807+16.7%Added
Truist Financial Corp100,433$12.7M0.02%+1,970+2.0%Added
Parametric Portfolio Associates LLC99,059$12.5M0.01%+58,627+145.0%Added
Andra AP-fonden95,800$12.1M0.25%+2,800+3.0%Added
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.93,083$11.8M0.06%−7,931−7.9%Reduced
Cypress Point Wealth Management, LLC87,123$11.0M7.85%00.0%Unchanged
National Asset Management, Inc.83,817$10.6M0.34%+83,817New
Public Employees Retirement System of Ohio83,098$10.5M0.04%−911−1.1%Reduced
AO Asset Management, LP82,400$10.4M0.77%+82,400New
BBR Partners, LLC80,351$10.1M0.84%+154+0.2%Added
Raymond James & Associates78,767$9.94M0.01%−1,806−2.2%Reduced
Balyasny Asset Management LLC76,351$9.64M0.05%+76,351New