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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, Q4 2021

Institutional positions in Unity Software Inc. as of Dec 31, 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
596
+125 vs. Q3 2021
Shares held
222.3M
+17.2M (+8.4%) vs. Q3 2021
Total value
$31.8B
+$5.90B (+22.8%) vs. Q3 2021
New holders
190
203 more added
Sold out
65
159 more reduced

6 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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 holdersQ4 2021: 596 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 heldQ4 2021: $31.8B
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, Q4 2021

Shares, value and share of portfolio for each institution holding Unity Software Inc.; share changes are against Q3 2021.

Institutions holding U in Q4 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Silver Lake Group, L.L.C.34,984,419$5.00B23.56%−5,795,074−14.2%Reduced
SC US (TTGP), Ltd.23,361,732$3.34B16.63%−2,595,747−10.0%Reduced
Resolute Partners Group21,776,715$3.11B93.52%+17,749,521+440.7%Added
Morgan Stanley21,369,805$3.06B0.38%+6,910,815+47.8%Added
SC XII Management LLC16,323,901$2.33B100.00%−1,813,768−10.0%Reduced
Vanguard Group Inc14,747,609$2.11B0.05%+1,200,129+8.9%Added
BlackRock Inc.8,175,886$1.17B0.03%+701,113+9.4%Added
ARK Investment Management LLCSuperinvestorARK Invest7,758,155$1.11B3.35%−4,150,443−34.9%Reduced
Sumitomo Mitsui Trust Holdings, Inc.5,220,194$746.4M0.45%−1,423,297−21.4%Reduced
Nikko Asset Management Americas, Inc.5,080,334$734.1M3.86%−1,416,526−21.8%Reduced
FMR LLC5,024,083$718.4M0.05%+1,044,892+26.3%Added
JPMorgan Chase & Co2,797,113$400.0M0.05%+513,672+22.5%Added
State Street Corp2,425,983$346.9M0.02%+80,694+3.4%Added
Janus Henderson Group PLC2,268,239$324.3M0.14%+40,754+1.8%Added
Altimeter Capital Management, LPSuperinvestorAltimeter Capital2,098,175$300.0M2.85%00.0%Unchanged
Artisan Partners Limited Partnership1,958,414$280.0M0.34%−910,158−31.7%Reduced
Geode Capital Management, LLC1,822,406$260.4M0.03%+92,023+5.3%Added
Fred Alger Management, LLC1,664,659$238.0M0.60%+1,301,390+358.2%Added
Allspring Global Investments Holdings, LLC1,568,275$224.2M0.25%+1,568,275New
Ward Ferry Management (BVI) Ltd1,552,000$221.9M19.65%00.0%Unchanged
Norges Bank1,545,710$221.0M0.05%−307,841−16.6%Reduced
Jasper Ridge Partners, L.P.1,506,023$215.3M8.08%+9,013+0.6%Added
SCHF (Gpe), LLC1,473,138$210.6M37.90%−699,551−32.2%Reduced
D. E. Shaw & Co., Inc.1,192,540$170.5M0.21%+1,137,671+2,073.4%Added
Capital World Investors1,188,000$169.9M0.03%+1,188,000New
Neuberger Berman Group LLC1,134,914$162.3M0.13%+993,119+700.4%Added
Bank of America Corp1,046,392$149.6M0.02%−206,834−16.5%Reduced
Ci Investments Inc.1,043,403$149.2M0.51%+819,533+366.1%Added
Zevenbergen Capital Investments LLC815,888$116.7M2.43%+26,413+3.3%Added
Goldman Sachs Group Inc767,824$109.8M0.03%−139,989−15.4%Reduced
Scge Management, L.P.736,898$105.4M1.20%−263,102−26.3%Reduced
Lord, Abbett & Co. LLC702,845$100.5M0.23%+92,659+15.2%Added
Northern Trust Corp697,830$99.8M0.02%−22,968−3.2%Reduced
Price T Rowe Associates Inc670,462$95.9M0.01%+622,942+1,310.9%Added
Citadel Advisors LLC661,613$94.6M0.10%−251,695−27.6%Reduced
Primecap Management Co631,364$90.3M0.06%−58,860−8.5%Reduced
Blair William & Co620,025$88.7M0.28%−9,373−1.5%Reduced
Bank of New York Mellon Corp601,904$86.1M0.02%+258,861+75.5%Added
Gilder Gagnon Howe & Co LLC594,410$85.0M0.48%−5,535−0.9%Reduced
Legal & General Group Plc580,083$82.9M0.03%+15,543+2.8%Added
Holocene Advisors, LP563,893$80.6M0.43%+112,038+24.8%Added
Invesco Ltd.534,864$76.5M0.02%−8,389−1.5%Reduced
Ameriprise Financial Inc530,861$75.9M0.02%+518,394+4,158.1%Added
Vaughan Nelson Investment Management, L.P.507,124$72.5M0.74%−75,107−12.9%Reduced
Marcho Partners LLP500,149$71.5M5.25%−698,346−58.3%Reduced
Charles Schwab Investment Management Inc484,832$69.3M0.02%+16,206+3.5%Added
Van Eck Associates Corp467,568$66.9M0.15%−112,615−19.4%Reduced
William Blair Investment Management, LLC452,529$64.7M0.17%+285,648+171.2%Added
Ardevora Asset Management LLP417,500$59.7M0.64%+417,500New
Nuveen Asset Management, LLC415,781$59.5M0.02%−48,853−10.5%Reduced
Peregrine Capital Management LLC396,902$56.8M1.14%+4,214+1.1%Added
Federated Hermes, Inc.381,802$54.6M0.10%−356−0.1%Reduced
Exchange Traded Concepts, LLC381,559$54.6M1.06%+330,622+649.1%Added
UBS Group AG372,769$53.3M0.02%+92,028+32.8%Added
TimesSquare Capital Management, LLC370,325$53.0M0.47%−45,175−10.9%Reduced
First Trust Advisors LP316,398$45.2M0.04%+316,398New
Royal Bank of Canada308,010$44.0M0.01%+72,666+30.9%Added
Optimus Prime Fund Management Co., Ltd.305,500$43.7M2.67%+305,500New
La Financiere de L'Echiquier300,587$43.0M1.45%−5,700−1.9%Reduced
UBS Asset Management Americas Inc300,286$42.9M0.02%+27,950+10.3%Added
Envestnet Asset Management Inc294,154$42.1M0.02%+20,606+7.5%Added
California Public Employees Retirement System291,319$41.7M0.03%+6,588+2.3%Added
Hitchwood Capital Management LP272,000$38.9M1.82%−18,000−6.2%Reduced
Hamilton Lane Advisors LLC264,030$37.8M4.88%+231,262+705.8%Added
Whittier Trust Co248,208$35.5M0.58%+67,362+37.2%Added
Mirae Asset Global Investments Co., Ltd.245,613$35.1M0.08%+36,889+17.7%Added
Credit Suisse AG243,838$34.9M0.03%+52,592+27.5%Added
Swiss National Bank214,800$30.7M0.02%−5,800−2.6%Reduced
Stephens Investment Management Group LLC212,944$30.4M0.39%−873−0.4%Reduced
Parametric Portfolio Associates LLC207,786$29.7M0.02%+108,727+109.8%Added
Parallax Volatility Advisers, L.P.196,086$28.0M0.34%+196,086New
Clearbridge Investments, LLC179,310$25.6M0.02%+20,100+12.6%Added
Gratus Capital LLC179,113$25.6M2.38%+122,388+215.8%Added
Massachusetts Financial Services Co178,086$25.5M0.01%+2,083+1.2%Added
Alliancebernstein L.P.176,960$25.3M0.01%−13,376−7.0%Reduced
Jane Street Group, LLC174,280$24.9M0.05%+119,707+219.4%Added
New York State Common Retirement Fund172,585$24.7M0.02%+2,238+1.3%Added
State Board of Administration of Florida Retirement System171,747$24.6M0.04%+7,231+4.4%Added
Franklin Resources Inc169,641$24.3M0.01%+167,691+8,599.5%Added
California State Teachers Retirement System163,312$23.4M0.03%−28,101−14.7%Reduced
Stifel Financial Corp162,946$23.3M0.03%−17,559−9.7%Reduced
Tudor Investment Corp Et Al160,115$22.9M0.44%+2,098+1.3%Added
Berkshire Capital Holdings Inc157,360$22.5M3.01%−119,930−43.3%Reduced
Bank of Montreal151,410$22.3M0.01%+135,776+868.5%Added
Principal Financial Group Inc155,028$22.2M0.01%−1,568−1.0%Reduced
Wells Fargo & Company150,864$21.6M0.01%−1,625,603−91.5%Reduced
Susquehanna International Group, LLP150,398$21.5M0.03%+134,617+853.0%Added
SEI Investments Co148,413$21.2M0.04%−5,688−3.7%Reduced
Rhumbline Advisers147,317$21.1M0.03%+11,221+8.2%Added
Citigroup Inc147,283$21.1M0.02%−84,423−36.4%Reduced
Voloridge Investment Management, LLC140,080$20.0M0.11%+132,442+1,734.0%Added
DekaBank Deutsche Girozentrale136,229$20.0M0.05%+130,175+2,150.2%Added
Natixis Investment Managers International139,100$19.9M1.10%−31,345−18.4%Reduced
Putnam Investments LLC137,406$19.6M0.03%+137,406New
Ford Foundation137,241$19.6M14.03%+137,241New
D L Carlson Investment Group Inc132,440$18.9M3.02%+833+0.6%Added
Natixis Advisors, L.P.127,138$18.2M0.07%−11,400−8.2%Reduced
Octahedron Capital Management L.P.125,000$17.9M7.18%+125,000New
Polar Capital Holdings Plc124,521$17.8M0.09%−80,433−39.2%Reduced
Natixis124,494$17.8M0.06%−99,868−44.5%Reduced