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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, Q2 2023

Institutional positions in Unity Software Inc. as of Jun 30, 2023. 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
502
+41 vs. Q1 2023
Shares held
255.7M
+7.63M (+3.1%) vs. Q1 2023
Total value
$11.1B
+$3.05B (+37.9%) vs. Q1 2023
New holders
98
160 more added
Sold out
57
147 more reduced

2 institutions that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2023: 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 holdersQ2 2023: 502 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 heldQ2 2023: $11.1B
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, Q2 2023

Shares, value and share of portfolio for each institution holding Unity Software Inc.; share changes are against Q1 2023.

Institutions holding U in Q2 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Silver Lake Group, L.L.C.34,984,419$1.52B10.26%00.0%Unchanged
SC US (TTGP), Ltd.27,446,426$1.19B11.22%−53,706−0.2%Reduced
Vanguard Group Inc23,847,362$1.04B0.02%−860,510−3.5%Reduced
Resolute Partners Group18,301,230$794.6M83.97%−3,094,191−14.5%Reduced
BlackRock Inc.14,710,761$638.7M0.02%+702,621+5.0%Added
ARK Investment Management LLCSuperinvestorARK Invest11,935,740$518.2M3.43%−371,920−3.0%Reduced
SC XII Management LLC10,882,599$472.5M100.00%00.0%Unchanged
Sumitomo Mitsui Trust Holdings, Inc.8,191,675$355.7M0.28%+147,552+1.8%Added
Nikko Asset Management Americas, Inc.7,586,159$329.3M3.47%+186,251+2.5%Added
Norges Bank6,352,973$275.8M0.05%+624,613+10.9%Added
State Street Corp5,513,715$239.4M0.01%+324,153+6.2%Added
Viola Ventures V.C. Management 4 Ltd.5,495,614$238.6M49.59%−2,500,000−31.3%Reduced
Voya Investment Management LLC5,289,568$229.7M0.24%−1,008,472−16.0%Reduced
Two Sigma Investments, LP4,448,777$193.2M0.52%+4,448,777New
Contour Asset Management LLC4,437,450$192.7M8.68%+4,437,450New
Geode Capital Management, LLC3,369,346$146.1M0.02%+141,542+4.4%Added
Clearbridge Investments, LLC2,962,480$128.6M0.12%−231,193−7.2%Reduced
Morgan Stanley2,416,841$104.9M0.01%+600,184+33.0%Added
Voloridge Investment Management, LLC2,297,299$99.7M0.47%+353,281+18.2%Added
Neuberger Berman Group LLC1,702,908$73.9M0.07%−435,943−20.4%Reduced
Anatole Investment Management Ltd1,649,500$71.6M12.66%+1,649,500New
Millennium Management LLC1,594,187$69.2M0.07%+929,108+139.7%Added
Capital Research Global Investors1,532,815$66.6M0.02%00.0%Unchanged
Northern Trust Corp1,510,556$65.6M0.01%+131,179+9.5%Added
Jasper Ridge Partners, L.P.1,502,259$65.2M3.28%−7,701−0.5%Reduced
Two Sigma Advisers, LP1,470,200$63.8M0.16%+1,470,200New
Artisan Partners Limited Partnership1,433,362$62.2M0.10%−1,510,609−51.3%Reduced
Legal & General Group Plc1,410,757$61.3M0.02%+183,539+15.0%Added
Ensign Peak Advisors, Inc1,364,996$59.3M0.12%−45,061−3.2%Reduced
Goldman Sachs Group Inc1,295,124$56.2M0.01%−931,096−41.8%Reduced
Citadel Advisors LLC1,199,585$52.1M0.06%+804,751+203.8%Added
Van Eck Associates Corp1,163,107$50.5M0.11%−80,127−6.4%Reduced
Marcho Partners LLP1,088,807$47.3M11.69%−800,635−42.4%Reduced
Bank of New York Mellon Corp1,043,605$45.3M0.01%+37,796+3.8%Added
Susquehanna International Group, LLP995,507$43.2M0.07%−471,406−32.1%Reduced
Dimensional Fund Advisors LP950,844$41.3M0.01%+819,793+625.6%Added
Nuveen Asset Management, LLC931,588$40.4M0.01%+88,275+10.5%Added
Keywise Capital Management (HK) Ltd856,500$37.2M6.77%+473,300+123.5%Added
Bank of America Corp841,584$36.5M0.00%−193,917−18.7%Reduced
Barclays PLC823,520$35.8M0.02%+149,018+22.1%Added
Swiss National Bank819,900$35.6M0.02%−161,400−16.4%Reduced
Credit Suisse AG795,785$34.6M0.03%−17,239−2.1%Reduced
Charles Schwab Investment Management Inc756,901$32.9M0.01%−44,429−5.5%Reduced
Primecap Management Co675,207$29.3M0.02%−9,600−1.4%Reduced
Point72 Asset Management, L.P.660,831$28.7M0.10%+660,831New
Employees Provident Fund Board627,426$27.2M0.65%00.0%Unchanged
JPMorgan Chase & Co614,514$26.7M0.00%+348,601+131.1%Added
UBS Asset Management Americas Inc806,687$26.2M0.01%00.0%Unchanged
Optimus Prime Fund Management Co., Ltd.585,500$25.4M3.55%00.0%Unchanged
Invesco Ltd.565,356$24.5M0.01%−4,771−0.8%Reduced
Deutsche Bank AG546,244$23.7M0.01%+251,079+85.1%Added
Jane Street Group, LLC515,200$22.4M0.03%+424,122+465.7%Added
FMR LLC484,986$21.1M0.00%+332,369+217.8%Added
Tudor Investment Corp Et Al436,364$18.9M0.31%+178,935+69.5%Added
Exchange Traded Concepts, LLC421,534$18.3M0.45%−16,795−3.8%Reduced
Alpha Family Trust413,899$18.0M12.55%00.0%Unchanged
California Public Employees Retirement System413,764$18.0M0.02%+57,583+16.2%Added
California State Teachers Retirement System384,580$16.7M0.02%−31,546−7.6%Reduced
Peregrine Capital Management LLC380,108$16.5M0.45%−4,173−1.1%Reduced
Mirae Asset Global Investments Co., Ltd.364,652$15.8M0.03%+43,449+13.5%Added
Grace & Mercy Foundation, Inc.362,400$15.7M4.78%+169,000+87.4%Added
Rhumbline Advisers356,273$15.5M0.02%+77,990+28.0%Added
CloudAlpha Capital Management Limited/Hong Kong354,000$15.4M3.03%−167,000−32.1%Reduced
Envestnet Asset Management Inc346,703$15.1M0.01%−12,380−3.4%Reduced
Whittier Trust Co333,535$14.5M0.25%00.0%Unchanged
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.323,998$14.1M0.03%+60,501+23.0%Added
Erste Asset Management GmbH311,000$13.6M0.24%+250,000+409.8%Added
La Financiere de L'Echiquier292,000$12.7M0.63%+52,000+21.7%Added
New York State Common Retirement Fund280,044$12.2M0.02%+35,649+14.6%Added
Nomura Holdings Inc275,165$11.9M0.12%+150,201+120.2%Added
Amundi271,376$11.8M0.01%+169,784+167.1%Added
Royal Bank of Canada268,313$11.6M0.00%+144,022+115.9%Added
Wells Fargo & Company261,320$11.3M0.00%+48,825+23.0%Added
Money Concepts Capital Corp249,391$10.8M1.10%+249,391New
State Board of Administration of Florida Retirement System245,680$10.7M0.02%+13,201+5.7%Added
Blair William & Co239,019$10.4M0.04%+8,640+3.8%Added
Tairen Capital Ltd237,556$10.3M0.32%+237,556New
Stifel Financial Corp236,927$10.3M0.01%−17,276−6.8%Reduced
Gotham Asset Management, LLC227,669$9.89M0.22%+84,141+58.6%Added
UBS Group AG218,282$9.48M0.00%−14,115−6.1%Reduced
Two Sigma Securities, LLC205,016$8.90M0.73%+179,924+717.1%Added
IPG Investment Advisors LLC200,815$8.72M1.90%−43,235−17.7%Reduced
Ilmarinen Mutual Pension Insurance Co200,000$8.68M0.11%00.0%Unchanged
Formula Growth Ltd195,000$8.47M2.70%+135,000+225.0%Added
APG Asset Management N.V.202,634$8.06M0.02%−20,377−9.1%Reduced
Worldquant Millennium Advisors LLC182,712$7.93M0.13%+46,808+34.4%Added
Ariose Capital Management Ltd181,262$7.87M6.28%+181,262New
Marshall Wace, LLP177,341$7.70M0.02%+177,341New
Calamos Advisors LLC174,675$7.58M0.04%+120,674+223.5%Added
Chescapmanager LLC172,099$7.47M1.79%00.0%Unchanged
Affinity Capital Advisors, LLC168,453$7.31M1.98%+6,837+4.2%Added
Citigroup Inc163,021$7.08M0.01%−51,823−24.1%Reduced
Shell Asset Management Co160,737$6.98M0.28%+160,737New
Price T Rowe Associates Inc160,654$6.98M0.00%+47,294+41.7%Added
Truist Financial Corp155,520$6.75M0.01%+10,516+7.3%Added
LPL Financial LLC151,904$6.60M0.00%+26,686+21.3%Added
Trexquant Investment LP148,382$6.44M0.17%+148,382New
SEI Investments Co145,538$6.32M0.01%−149,652−50.7%Reduced
Alliancebernstein L.P.144,480$6.27M0.00%+43,246+42.7%Added
State of New Jersey Common Pension Fund D141,894$6.16M0.02%−10,572−6.9%Reduced