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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 2022

Institutional positions in Unity Software Inc. as of Dec 31, 2022. 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
462
−6 vs. Q3 2022
Shares held
251.2M
+14.3M (+6.0%) vs. Q3 2022
Total value
$7.18B
+$630.7M (+9.6%) vs. Q3 2022
New holders
95
181 more added
Sold out
101
119 more reduced

6 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 2022: 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 2022: 462 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 2022: $7.18B
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 2022

Shares, value and share of portfolio for each institution holding Unity Software Inc.; share changes are against Q3 2022.

Institutions holding U in Q4 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Silver Lake Group, L.L.C.34,984,419$1.00B7.91%00.0%Unchanged
Vanguard Group Inc28,009,247$800.8M0.02%+8,986,875+47.2%Added
SC US (TTGP), Ltd.27,500,132$786.2M10.38%−52,552−0.2%Reduced
Resolute Partners Group21,559,521$616.4M80.69%+1,0000.0%Added
BlackRock Inc.13,944,764$398.7M0.01%+2,817,267+25.3%Added
ARK Investment Management LLCSuperinvestorARK Invest10,972,313$313.7M2.72%−290,846−2.6%Reduced
SC XII Management LLC10,882,599$311.1M100.00%00.0%Unchanged
Viola Ventures V.C. Management 4 Ltd.7,995,614$228.6M50.76%+7,995,614New
Sumitomo Mitsui Trust Holdings, Inc.7,056,650$201.7M0.16%−26,714−0.4%Reduced
Nikko Asset Management Americas, Inc.6,424,687$183.7M2.65%−166,221−2.5%Reduced
Norges Bank5,518,229$157.8M0.04%+200,607+3.8%Added
Voya Investment Management LLC4,960,624$141.8M0.16%+1,077,052+27.7%Added
State Street Corp4,916,861$140.6M0.01%+721,603+17.2%Added
Artisan Partners Limited Partnership3,583,916$102.5M0.18%−10,726−0.3%Reduced
Clearbridge Investments, LLC3,436,834$98.3M0.10%−184,361−5.1%Reduced
Geode Capital Management, LLC3,125,789$89.3M0.01%+786,069+33.6%Added
Goldman Sachs Group Inc2,301,556$65.8M0.02%−1,339,287−36.8%Reduced
Ward Ferry Management (BVI) Ltd2,187,400$62.5M6.67%00.0%Unchanged
Neuberger Berman Group LLC2,105,797$60.2M0.06%+2,068,619+5,564.1%Added
Morgan Stanley1,871,285$53.5M0.01%−6,066,792−76.4%Reduced
Capital Research Global Investors1,671,284$47.8M0.01%+1,671,284New
Capital World Investors1,660,000$47.5M0.01%−50,613−3.0%Reduced
Marcho Partners LLP1,603,602$45.8M10.79%+223,563+16.2%Added
SCHF (Gpe), LLC1,524,149$43.6M84.69%00.0%Unchanged
Jasper Ridge Partners, L.P.1,509,960$43.2M2.57%00.0%Unchanged
Ensign Peak Advisors, Inc1,389,769$39.7M0.09%+1,311,743+1,681.2%Added
Northern Trust Corp1,372,762$39.2M0.01%+294,224+27.3%Added
Voloridge Investment Management, LLC1,206,872$34.5M0.19%−1,582,560−56.7%Reduced
Legal & General Group Plc1,178,268$33.7M0.01%+172,449+17.1%Added
Bank of America Corp1,133,071$32.4M0.00%−397,973−26.0%Reduced
Barclays PLC1,072,806$30.7M0.03%+689,250+179.7%Added
Bank of New York Mellon Corp1,071,807$30.6M0.01%+150,428+16.3%Added
William Blair Investment Management, LLC1,052,540$30.1M0.12%+50,686+5.1%Added
Swiss National Bank1,005,300$28.7M0.02%+171,400+20.6%Added
Van Eck Associates Corp994,960$28.4M0.07%+39,633+4.1%Added
Nuveen Asset Management, LLC869,224$24.9M0.01%+303,704+53.7%Added
JPMorgan Chase & Co859,154$24.6M0.00%+222,865+35.0%Added
Charles Schwab Investment Management Inc792,186$22.6M0.01%+225,565+39.8%Added
UBS Asset Management Americas Inc753,312$21.5M0.01%+148,930+24.6%Added
Hudson Bay Capital Management LP702,000$20.1M0.23%+702,000New
Credit Suisse AG699,362$20.0M0.02%−12,630−1.8%Reduced
Primecap Management Co695,617$19.9M0.02%+101,478+17.1%Added
Susquehanna International Group, LLP659,977$18.9M0.04%+347,584+111.3%Added
Employees Provident Fund Board627,426$17.9M0.52%00.0%Unchanged
Freemont Management S.A.620,700$17.7M2.83%00.0%Unchanged
Optimus Prime Fund Management Co., Ltd.585,500$16.7M2.10%00.0%Unchanged
Envestnet Asset Management Inc505,255$14.4M0.01%−3,935−0.8%Reduced
Zevenbergen Capital Investments LLC486,053$13.9M0.47%−286,830−37.1%Reduced
Cornerstone Capital, Inc.467,023$13.4M1.71%+467,023New
Invesco Ltd.442,805$12.7M0.00%−147,545−25.0%Reduced
California State Teachers Retirement System423,897$12.1M0.02%+87,739+26.1%Added
California Public Employees Retirement System416,309$11.9M0.01%+18,680+4.7%Added
Alpha Family Trust413,899$11.8M10.68%+413,899New
Millennium Management LLC404,138$11.6M0.01%+404,138New
Tao Capital Management LP403,416$11.5M8.68%+403,416New
Peregrine Capital Management LLC378,823$10.8M0.34%+4,954+1.3%Added
Jane Street Group, LLC362,016$10.4M0.02%+296,924+456.2%Added
Exchange Traded Concepts, LLC349,606$10.0M0.29%+19,454+5.9%Added
Mirae Asset Global Investments Co., Ltd.335,521$9.59M0.02%−39,962−10.6%Reduced
SEI Investments Co335,416$9.59M0.02%+40,245+13.6%Added
Whittier Trust Co333,635$9.54M0.19%+1000.0%Added
Parallax Volatility Advisers, L.P.331,010$9.46M0.24%+9,296+2.9%Added
Shanda Asset Management Holdings Ltd300,000$8.58M0.47%+160,000+114.3%Added
Healthcare of Ontario Pension Plan Trust Fund295,001$8.43M0.04%+295,001New
Rhumbline Advisers272,618$7.79M0.01%+50,610+22.8%Added
IPG Investment Advisors LLC272,335$7.79M2.17%+272,335New
Deutsche Bank AG266,305$7.61M0.00%+59,721+28.9%Added
APG Asset Management N.V.258,678$7.40M0.01%+234,095+952.3%Added
New York State Common Retirement Fund255,195$7.30M0.01%+41,000+19.1%Added
Invenomic Capital Management LP237,133$6.78M0.49%+237,133New
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.249,372$6.71M0.02%+32,503+15.0%Added
Stifel Financial Corp233,696$6.68M0.01%+2,665+1.2%Added
State Board of Administration of Florida Retirement System225,039$6.43M0.02%+5,910+2.7%Added
Russell Investments Group, Ltd.219,331$6.27M0.01%−35,928−14.1%Reduced
Blair William & Co217,709$6.22M0.03%−43,977−16.8%Reduced
FMR LLC209,275$5.98M0.00%+132,907+174.0%Added
Los Angeles Capital Management LLC203,904$5.83M0.03%+203,904New
Citigroup Inc203,411$5.82M0.01%−30,033−12.9%Reduced
Nomura Holdings Inc200,742$5.73M0.06%−538,282−72.8%Reduced
Grace & Mercy Foundation, Inc.193,400$5.53M2.92%+193,400New
Wells Fargo & Company191,314$5.47M0.00%−9,288−4.6%Reduced
La Financiere de L'Echiquier177,000$5.06M0.32%+15,000+9.3%Added
Chescapmanager LLC172,099$4.92M1.50%+78,413+83.7%Added
Tudor Investment Corp Et Al166,922$4.77M0.12%−200,480−54.6%Reduced
Affinity Capital Advisors, LLC153,828$4.40M1.51%+26,116+20.4%Added
State of New Jersey Common Pension Fund D152,466$4.36M0.02%+34,286+29.0%Added
Ilmarinen Mutual Pension Insurance Co150,001$4.29M0.07%+50,001+50.0%Added
Aviva PLC147,336$4.21M0.02%+108,093+275.4%Added
Truist Financial Corp143,471$4.10M0.01%−24,811−14.7%Reduced
Mitsubishi UFJ Trust & Banking Corp142,110$4.06M0.01%+36,927+35.1%Added
Citadel Advisors LLC141,262$4.04M0.00%−373,031−72.5%Reduced
Formula Growth Ltd140,000$4.00M1.18%+27,000+23.9%Added
Skandinaviska Enskilda Banken AB (publ)133,594$3.82M0.03%+18,178+15.7%Added
Price T Rowe Associates Inc131,332$3.75M0.00%+38,044+40.8%Added
Gotham Asset Management, LLC130,684$3.74M0.11%−36,089−21.6%Reduced
Public Employees Retirement System of Ohio127,207$3.64M0.02%+22,666+21.7%Added
Vontobel Holding Ltd.136,914$3.63M0.04%+35,144+34.5%Added
State of Wisconsin Investment Board124,664$3.56M0.01%+13,546+12.2%Added
ETF Managers Group, LLC123,892$3.54M0.17%+91,562+283.2%Added
Schonfeld Strategic Advisors LLC123,343$3.53M0.03%+99,543+418.2%Added