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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
American Portfolios Advisors19,486$2.79M0.09%+1,729+9.7%Added
US Bancorp19,824$2.84M0.00%−142−0.7%Reduced
Cambridge Investment Research Advisors, Inc.19,835$2.84M0.01%+5,886+42.2%Added
Atlas Principals, LLC20,000$2.86M4.50%+20,000New
Bienville Capital Management, LLC20,100$2.87M2.08%00.0%Unchanged
Gerber Kawasaki Wealth & Investment Management20,505$2.91M0.23%+9,079+79.5%Added
Oppenheimer Asset Management Inc.20,672$2.96M0.04%+5,682+37.9%Added
Antara Capital LP21,000$3.00M0.29%+21,000New
Redwood Investments, LLC21,133$3.02M0.24%−12,304−36.8%Reduced
Cetera Investment Advisers21,687$3.10M0.04%−1,960−8.3%Reduced
HSBC Holdings PLC20,796$3.14M0.00%−1,178−5.4%Reduced
Man Group plc22,494$3.22M0.01%+22,494New
Point Break Capital Management, LLC23,049$3.30M0.31%00.0%Unchanged
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund23,300$3.33M0.03%+2,300+11.0%Added
TD Waterhouse Canada Inc.25,007$3.34M0.03%+25,007New
Liberty Mutual Group Asset Management Inc.23,504$3.36M0.17%+23,504New
Whittier Trust Co of Nevada Inc23,569$3.37M0.12%+2,146+10.0%Added
Asset Management One Co.,Ltd.23,646$3.42M0.01%−5,082−17.7%Reduced
Deane Retirement Strategies, Inc.24,169$3.46M1.83%+253+1.1%Added
Trexquant Investment LP25,813$3.69M0.23%+25,813New
STRS Ohio25,876$3.70M0.01%+25,876New
TD Asset Management Inc27,998$4.00M0.00%−157−0.6%Reduced
MML Investors Services, LLC28,098$4.02M0.03%+967+3.6%Added
O'Shares Investment Advisers, LLC29,536$4.22M0.30%−9,946−25.2%Reduced
Walter & Keenan Financial Consulting Co29,707$4.25M1.38%−649−2.1%Reduced
Railway Pension Investments Ltd29,715$4.25M0.03%+29,715New
Federation des caisses Desjardins du Quebec29,726$4.25M0.04%+15,559+109.8%Added
Mitsubishi UFJ Trust & Banking Corp29,975$4.29M0.01%−8,111−21.3%Reduced
Storebrand Asset Management AS30,160$4.31M0.02%+18,090+149.9%Added
Connors Investor Services Inc31,000$4.43M0.43%+31,000New
Schonfeld Strategic Advisors LLC31,400$4.49M0.04%+31,400New
Ashford Capital Management Inc32,020$4.58M0.46%−36,180−53.0%Reduced
Utah Retirement Systems34,045$4.87M0.06%+3,181+10.3%Added
HarbourVest Partners LLC34,194$4.89M0.62%+29,261+593.2%Added
State of New Jersey Common Pension Fund D34,279$4.90M0.01%+19+0.1%Added
Creative Planning34,440$4.92M0.01%+16,267+89.5%Added
Bank Julius Baer & Co. Ltd, Zurich36,299$5.19M0.03%+25,299+230.0%Added
Forsta Ap-Fonden37,100$5.30M0.05%+13,600+57.9%Added
Marsico Capital Management LLC39,842$5.70M0.17%+8,567+27.4%Added
Aviance Capital Partners, LLC40,000$5.72M0.95%+40,000New
Erste Asset Management GmbH41,000$5.90M0.11%−19,000−31.7%Reduced
Westpac Banking Corp41,553$5.94M0.06%+36,600+738.9%Added
Affinity Capital Advisors, LLC42,662$6.10M1.84%−9,688−18.5%Reduced
Raymond James Financial Services Advisors, Inc.45,343$6.48M0.01%−1,255−2.7%Reduced
Aviva PLC45,503$6.51M0.03%+170.0%Added
Wolverine Trading, LLC45,046$6.57M0.09%+23,981+113.8%Added
Mission Creek Capital Partners, Inc.46,480$6.65M1.32%+46,480New
State of Wisconsin Investment Board46,959$6.71M0.01%+8,483+22.0%Added
Ithaka Group LLC47,296$6.76M0.82%+2,270+5.0%Added
HighTower Advisors, LLC47,390$6.78M0.01%+8,469+21.8%Added
Ergoteles LLC48,360$6.92M0.27%+48,360New
Blue Owl Capital Holdings LP48,375$6.92M2.30%+48,375New
Raymond James & Associates48,901$6.99M0.01%−29,866−37.9%Reduced
Freemont Management S.A.49,000$7.01M1.84%−24,300−33.2%Reduced
Churchill Management Corp51,855$7.42M0.10%−2,079−3.9%Reduced
Royal London Asset Management Ltd51,907$7.42M0.03%+2,405+4.9%Added
Advisor Group Holdings, Inc.52,563$7.51M0.01%−13,096−19.9%Reduced
Cypress Point Wealth Management, LLC53,123$7.60M7.04%−34,000−39.0%Reduced
Pinebridge Investments, L.P.53,227$7.61M0.08%+6,308+13.4%Added
Trustees of Princeton University54,460$7.79M9.51%+54,460New
Industrial Alliance Investment Management Inc.54,630$7.81M0.18%+54,630New
Treasurer of the State of North Carolina56,916$8.14M0.04%+3,307+6.2%Added
Teacher Retirement System of Texas57,344$8.20M0.04%+48,491+547.7%Added
Skandinaviska Enskilda Banken AB (publ)56,823$8.29M0.04%−190.0%Reduced
Commonwealth Equity Services, LLC58,269$8.33M0.02%+19,975+52.2%Added
Portman Ltd59,005$8.44M8.19%+59,005New
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.62,878$8.72M0.03%−30,205−32.4%Reduced
Renaissance Capital LLC61,446$8.79M2.26%−9,881−13.9%Reduced
Ensign Peak Advisors, Inc62,370$8.92M0.02%+33,870+118.8%Added
AE Wealth Management LLC62,617$8.95M0.06%−4,616−6.9%Reduced
Marshall Wace, LLP63,230$9.04M0.02%+63,230New
LPL Financial LLC65,098$9.31M0.01%+10,438+19.1%Added
Andra AP-fonden65,900$9.42M0.19%−29,900−31.2%Reduced
Allianz Asset Management GmbH66,255$9.47M0.01%+66,255New
Stanley-Laman Group, Ltd.69,009$9.87M1.16%+69,009New
Balyasny Asset Management LLC69,052$9.87M0.04%−7,299−9.6%Reduced
Voya Investment Management LLC74,726$10.7M0.02%+27,690+58.9%Added
Deutsche Bank AG75,339$10.8M0.00%−35,006−31.7%Reduced
Victory Capital Management Inc78,048$11.2M0.01%+30,426+63.9%Added
BBR Partners, LLC80,350$11.5M1.35%−10.0%Reduced
Public Employees Retirement System of Ohio81,096$11.6M0.04%−2,002−2.4%Reduced
Caisse de Depot Et Placement du Quebec81,878$11.7M0.03%+81,878New
LifePro Asset Management87,323$12.5M3.69%+87,323New
Builders Union LLP89,504$12.8M5.76%−161,396−64.3%Reduced
Crawford Lake Capital Management, LLC89,552$12.8M5.30%+37,510+72.1%Added
Junto Capital Management LP92,565$13.2M0.34%+92,565New
Axel Capital Management, LLC95,300$13.6M13.36%−39,700−29.4%Reduced
Truist Financial Corp96,911$13.9M0.02%−3,522−3.5%Reduced
Amundi119,460$13.9M0.01%+87,534+274.2%Added
Squarepoint Ops LLC98,313$14.1M0.07%+98,313New
National Asset Management, Inc.104,867$15.0M0.43%+21,050+25.1%Added
Regents of the University of California105,117$15.0M2.11%+105,117New
Temasek Holdings (Private) Ltd105,198$15.0M0.05%+105,198New
1832 Asset Management L.P.104,000$15.3M0.03%+104,000New
AlpInvest Partners B.V.109,264$15.6M5.76%+109,264New
Natixis124,494$17.8M0.06%−99,868−44.5%Reduced
Polar Capital Holdings Plc124,521$17.8M0.09%−80,433−39.2%Reduced
Octahedron Capital Management L.P.125,000$17.9M7.18%+125,000New
Natixis Advisors, L.P.127,138$18.2M0.07%−11,400−8.2%Reduced
D L Carlson Investment Group Inc132,440$18.9M3.02%+833+0.6%Added