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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 2023

Institutional positions in Unity Software Inc. as of Dec 31, 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
531
+35 vs. Q3 2023
Shares held
274.7M
+25.2M (+10.1%) vs. Q3 2023
Total value
$11.2B
+$3.39B (+43.3%) vs. Q3 2023
New holders
116
149 more added
Sold out
81
184 more reduced

5 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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 holdersQ4 2023: 531 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 2023: $11.2B
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 2023

Shares, value and share of portfolio for each institution holding Unity Software Inc.; share changes are against Q3 2023.

Institutions holding U in Q4 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Johnson Investment Counsel Inc20,232$827.3K0.01%+663+3.4%Added
Coronation Fund Managers Ltd.20,236$827.5K0.02%00.0%Unchanged
Wealthfront Advisers LLC20,820$851.3K0.00%−325−1.5%Reduced
Cetera Advisor Networks LLC20,990$858.3K0.00%−376−1.8%Reduced
Wedbush Securities Inc21,005$859.0K0.04%+7,253+52.7%Added
Ridgewood Investments LLC21,142$864.5K0.51%+21,142New
Elo Mutual Pension Insurance Co21,761$890.0K0.02%+2,736+14.4%Added
Maryland State Retirement & Pension System21,936$897.0K0.02%00.0%Unchanged
Bouvel Investment Partners, LLC22,186$907.2K0.42%+446+2.1%Added
SG Americas Securities, LLC22,273$911.0K0.01%−12,239−35.5%Reduced
Xponance, Inc.22,447$917.9K0.01%−361−1.6%Reduced
Strategic Advocates LLC22,518$920.8K0.39%+6,653+41.9%Added
Freestone Capital Holdings, LLC22,536$921.5K0.04%−200−0.9%Reduced
B.O.S.S. Retirement Advisors, LLC22,975$939.4K0.18%+5,438+31.0%Added
Principal Financial Group Inc23,270$951.5K0.00%−4,456−16.1%Reduced
Cerity Partners LLC23,769$972.2K0.00%+160+0.7%Added
Oak Thistle LLC24,246$991.4K0.28%+24,246New
Vontobel Holding Ltd.24,880$1.02M0.01%−130,820−84.0%Reduced
Janus Henderson Group PLC25,543$1.04M0.00%−180−0.7%Reduced
Daiwa Securities Group Inc.26,140$1.07M0.01%−8,640−24.8%Reduced
Kovack Advisors, Inc.26,411$1.08M0.13%+380+1.5%Added
Steel Peak Wealth Management LLC26,430$1.08M0.06%−18,446−41.1%Reduced
Amalgamated Bank26,439$1.08M0.01%−2,791−9.5%Reduced
Walleye Trading LLC26,769$1.09M0.02%−188,219−87.5%Reduced
Cetera Investment Advisers26,860$1.10M0.01%+5,017+23.0%Added
Walter & Keenan Financial Consulting Co27,229$1.11M0.40%−22−0.1%Reduced
Public Employees Retirement Association of Colorado27,400$1.12M0.01%−1,131−4.0%Reduced
Parametrica Management Ltd27,859$1.14M1.87%+27,859New
Achmea Investment Management B.V.27,957$1.14M0.02%−4,230−13.1%Reduced
Nwam LLC28,203$1.15M0.09%+1,436+5.4%Added
British Columbia Investment Management Corp28,681$1.17M0.01%+8,170+39.8%Added
AXA S.A.29,205$1.19M0.00%−6,535−18.3%Reduced
Migdal Insurance & Financial Holdings Ltd.28,965$1.20M0.02%+19,600+209.3%Added
TrueMark Investments, LLC29,847$1.22M1.21%+29,847New
Pasadena Private Wealth, LLC31,026$1.27M0.31%+31,026New
Federation des caisses Desjardins du Quebec31,423$1.28M0.01%−843−2.6%Reduced
Bank Julius Baer & Co. Ltd, Zurich32,876$1.30M0.01%−21,269−39.3%Reduced
Toronto Dominion Bank32,306$1.32M0.00%−11,018−25.4%Reduced
Mariner, LLC33,109$1.35M0.00%−3,387−9.3%Reduced
MML Investors Services, LLC33,382$1.36M0.01%−8,714−20.7%Reduced
Leonteq Securities AG33,536$1.37M0.18%−15,769−32.0%Reduced
HarbourVest Partners LLC34,194$1.40M0.47%00.0%Unchanged
DekaBank Deutsche Girozentrale33,437$1.42M0.00%−5,015−13.0%Reduced
QRG Capital Management, Inc.35,154$1.44M0.02%−10,979−23.8%Reduced
Janney Montgomery Scott LLC35,336$1.45M0.00%+7,484+26.9%Added
Vident Advisory, LLC35,947$1.47M0.04%+14,453+67.2%Added
Stansberry Asset Management, LLC36,498$1.49M0.25%−3,778−9.4%Reduced
KBC Group NV36,513$1.49M0.01%+6,287+20.8%Added
Parallel Advisors, LLC36,553$1.49M0.04%+4,317+13.4%Added
Penserra Capital Management LLC39,499$1.61M0.03%−9,526−19.4%Reduced
TD Asset Management Inc39,628$1.62M0.00%+9,370+31.0%Added
IFM Investors Pty Ltd40,246$1.65M0.02%00.0%Unchanged
Tredje AP-fonden40,812$1.67M0.02%+3,317+8.8%Added
Utah Retirement Systems41,745$1.71M0.02%+500+1.2%Added
Cambridge Investment Research Advisors, Inc.42,204$1.73M0.01%−2,651−5.9%Reduced
Bank of Montreal40,539$1.73M0.00%+35,808+756.9%Added
HRT Financial LP43,824$1.79M0.01%−118,285−73.0%Reduced
ExodusPoint Capital Management, LP43,975$1.80M0.02%+11,158+34.0%Added
Executive Wealth Management, LLC45,937$1.88M0.18%+10,783+30.7%Added
Quantinno Capital Management LP47,022$1.92M0.07%+36,265+337.1%Added
Mercer Global Advisors Inc47,309$1.93M0.01%−1,854−3.8%Reduced
Forsta Ap-Fonden47,900$1.96M0.02%+47,900New
Zacks Investment Management48,182$1.97M0.02%−8,004−14.2%Reduced
Nissay Asset Management Corp48,409$1.98M0.02%+1,359+2.9%Added
Zurcher Kantonalbank (Zurich Cantonalbank)49,313$2.02M0.01%+6,281+14.6%Added
Metavasi Capital LP50,000$2.04M1.52%+50,000New
Coldstream Capital Management Inc50,333$2.06M0.06%+25,212+100.4%Added
U.S. Capital Wealth Advisors, LLC50,660$2.07M0.08%+28,450+128.1%Added
Alps Advisors Inc51,264$2.10M0.02%+3,106+6.4%Added
Walkner Condon Financial Advisors LLC51,941$2.12M0.48%−60−0.1%Reduced
Marex Group plc53,026$2.17M0.09%+24,322+84.7%Added
FORA Capital, LLC53,562$2.19M0.19%+53,562New
Cresset Asset Management, LLC56,474$2.31M0.01%−15,143−21.1%Reduced
EFG Asset Management (Americas) Corp.56,678$2.32M0.50%+1,649+3.0%Added
USS Investment Management Ltd57,767$2.36M0.02%00.0%Unchanged
UBS Group AG58,986$2.41M0.00%+8,733+17.4%Added
Creative Planning59,122$2.42M0.00%−40,804−40.8%Reduced
DnB Asset Management AS59,494$2.43M0.01%−8,267−12.2%Reduced
D. E. Shaw & Co., Inc.59,586$2.44M0.00%+48,186+422.7%Added
Royal Fund Management, LLC61,120$2.50M0.32%−2,300−3.6%Reduced
Washington Harbour Partners LP61,300$2.51M4.81%+61,300New
Storebrand Asset Management AS62,026$2.54M0.01%+5,105+9.0%Added
First Trust Advisors LP62,311$2.55M0.00%−435,276−87.5%Reduced
Two Sigma Securities, LLC62,491$2.56M0.12%−13,935−18.2%Reduced
Candriam Luxembourg S.C.A.62,988$2.58M0.02%+2,797+4.6%Added
Nomura Asset Management Co Ltd64,540$2.64M0.01%+10,000+18.3%Added
Arizona State Retirement System68,503$2.80M0.02%+6,520+10.5%Added
CWM, LLC70,285$2.87M0.02%−2,260−3.1%Reduced
Advisor Group Holdings, Inc.71,397$2.92M0.01%−34,135−32.3%Reduced
Raymond James & Associates71,590$2.93M0.00%−46,836−39.5%Reduced
Man Group plc71,901$2.94M0.01%––
Group One Trading, L.P.75,342$3.08M0.10%−2,438−3.1%Reduced
Calamos Advisors LLC75,585$3.09M0.02%00.0%Unchanged
TCW Group Inc75,987$3.11M0.03%+75,987New
Bokf, NA77,990$3.19M0.06%+77,990New
EFG Asset Management (North America) Corp.81,615$3.34M0.63%−19,818−19.5%Reduced
Andar Capital Management HK Ltd82,000$3.35M4.73%+82,000New
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund83,590$3.42M0.04%+16,900+25.3%Added
Susquehanna Portfolio Strategies, LLC85,174$3.48M0.06%+85,174New
National Philanthropic Trust85,220$3.48M0.09%+85,220New