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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
Handelsbanken Fonder AB85,643$3.50M0.02%−14,139−14.2%Reduced
Victory Capital Management Inc87,212$3.57M0.00%−28,994−25.0%Reduced
Commonwealth Equity Services, LLC87,776$3.59M0.01%−10,664−10.8%Reduced
Y-Intercept (Hong Kong) Ltd91,481$3.74M0.35%+91,481New
HAP Trading, LLC93,152$3.81M1.12%+93,152New
Degroof Petercam Asset Management93,800$3.84M0.05%+93,800New
Raymond James Financial Services Advisors, Inc.95,220$3.89M0.01%−9,283−8.9%Reduced
Ameriprise Financial Inc99,324$4.08M0.00%−130,819−56.8%Reduced
Standard Life Aberdeen plc99,927$4.09M0.01%+57,117+133.4%Added
ING Groep NV100,500$4.11M0.03%+100,500New
Royal Bank of Canada101,478$4.15M0.00%−271,818−72.8%Reduced
Asset Management One Co.,Ltd.97,237$4.15M0.02%+10,172+11.7%Added
AE Wealth Management LLC126,012$4.17M0.02%+10,212+8.8%Added
Hel Ved Capital Management Ltd102,295$4.18M1.24%+102,295New
Los Angeles Capital Management LLC108,031$4.42M0.02%+108,031New
HSBC Holdings PLC110,194$4.49M0.00%+38,411+53.5%Added
Citigroup Inc111,990$4.58M0.01%−73,673−39.7%Reduced
Royal London Asset Management Ltd116,167$4.75M0.01%+440+0.4%Added
HighTower Advisors, LLC117,385$4.78M0.01%−3,902−3.2%Reduced
PEAK6 Investments LLC117,352$4.80M0.21%+95,895+446.9%Added
Citadel Advisors LLC120,509$4.93M0.00%−1,988,486−94.3%Reduced
Public Employees Retirement System of Ohio121,949$4.99M0.02%+4,857+4.1%Added
Price T Rowe Associates Inc122,820$5.02M0.00%−89,780−42.2%Reduced
State of Wisconsin Investment Board128,637$5.26M0.01%+7,752+6.4%Added
IPG Investment Advisors LLC129,115$5.28M1.06%−188,105−59.3%Reduced
Treasurer of the State of North Carolina129,150$5.28M0.03%+2,900+2.3%Added
Maytus Capital Management, LLC130,000$5.32M2.12%+130,000New
Barrier Capital Management, LLC131,192$5.36M6.02%+131,192New
Alliancebernstein L.P.133,674$5.47M0.00%−165,306−55.3%Reduced
Mitsubishi UFJ Trust & Banking Corp134,150$5.49M0.01%+5,504+4.3%Added
Truist Financial Corp135,942$5.56M0.01%−4,043−2.9%Reduced
Skandinaviska Enskilda Banken AB (publ)137,234$5.61M0.03%+2,120+1.6%Added
LPL Financial LLC139,733$5.71M0.00%−42,394−23.3%Reduced
State of New Jersey Common Pension Fund D146,952$6.01M0.02%+15,191+11.5%Added
Fullerton Fund Management Co Ltd.147,518$6.03M0.35%+6,923+4.9%Added
Formula Growth Ltd150,000$6.13M1.97%−135,000−47.4%Reduced
Gotham Asset Management, LLC151,020$6.18M0.11%−45,209−23.0%Reduced
Sara-Bay Financial152,946$6.25M3.05%+152,946New
Affinity Capital Advisors, LLC162,510$6.65M1.62%−90.0%Reduced
APG Asset Management N.V.184,604$6.83M0.01%+5,298+3.0%Added
Stifel Financial Corp169,688$6.94M0.01%−76,822−31.2%Reduced
Shell Asset Management Co170,039$6.95M0.32%−42,856−20.1%Reduced
Blair William & Co179,210$7.33M0.02%−62,632−25.9%Reduced
Seven Eight Capital, LP180,844$7.39M0.86%+82,796+84.4%Added
GTS Securities LLC182,403$7.46M0.16%+154,827+561.5%Added
Seldon Capital LP185,279$7.58M5.81%+185,279New
Envestnet Asset Management Inc191,578$7.83M0.00%−72,304−27.4%Reduced
Chescapmanager LLC192,099$7.85M1.84%+20,000+11.6%Added
Wells Fargo & Company198,802$8.13M0.00%−107,733−35.1%Reduced
Ilmarinen Mutual Pension Insurance Co200,000$8.18M0.11%00.0%Unchanged
New York State Common Retirement Fund223,124$9.12M0.01%−9,637−4.1%Reduced
Vestmark Advisory Solutions, Inc.224,158$9.17M0.47%+224,158New
Schroder Investment Management Group232,384$9.50M0.01%+221,385+2,012.8%Added
Susquehanna International Group, LLP232,693$9.51M0.02%−594,801−71.9%Reduced
SEI Investments Co233,747$9.56M0.02%−500−0.2%Reduced
Vestor Capital, LLC251,189$10.3M0.98%+251,189New
Mirae Asset Global Investments Co., Ltd.271,526$11.1M0.02%+34,407+14.5%Added
Alpha Family Trust275,933$11.3M7.62%00.0%Unchanged
State Board of Administration of Florida Retirement System276,455$11.3M0.02%+30,345+12.3%Added
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.312,568$11.5M0.02%−16,168−4.9%Reduced
Millennium Management LLC284,217$11.6M0.01%−993,725−77.8%Reduced
Kettle Hill Capital Management, LLC291,867$11.9M3.12%+291,867New
Deutsche Bank AG305,278$12.5M0.01%+58,546+23.7%Added
Monolith Management Ltd326,250$13.3M6.99%+326,250New
Erste Asset Management GmbH316,120$13.5M0.20%00.0%Unchanged
Whittier Trust Co329,535$13.5M0.22%−4,000−1.2%Reduced
Money Concepts Capital Corp334,300$13.7M1.27%+57,478+20.8%Added
Rhumbline Advisers358,186$14.6M0.02%+4,820+1.4%Added
Grace & Mercy Foundation, Inc.362,400$14.8M3.95%00.0%Unchanged
California State Teachers Retirement System383,164$15.7M0.02%+24,469+6.8%Added
Nomura Holdings Inc390,184$16.0M0.14%+336,423+625.8%Added
La Financiere de L'Echiquier399,600$16.3M0.75%+80,600+25.3%Added
Amundi462,858$16.6M0.01%−608,256−56.8%Reduced
Invesco Ltd.415,516$17.0M0.00%−175,019−29.6%Reduced
California Public Employees Retirement System417,284$17.1M0.01%−6,686−1.6%Reduced
Exchange Traded Concepts, LLC427,032$17.5M0.47%+64,989+18.0%Added
Woodline Partners LP436,645$17.9M0.19%+436,645New
Point72 Asset Management, L.P.448,956$18.4M0.06%+448,956New
Goldman Sachs Group Inc474,114$19.4M0.00%−506,107−51.6%Reduced
Bank of Nova Scotia514,157$21.0M0.04%+514,157New
Barclays PLC523,109$21.4M0.01%−602,981−53.5%Reduced
Optimus Prime Fund Management Co., Ltd.585,500$23.9M3.03%00.0%Unchanged
Credit Suisse AG629,875$25.8M0.03%−35,264−5.3%Reduced
Holocene Advisors, LP647,559$26.5M0.10%+647,559New
Primecap Management Co672,847$27.5M0.02%+6,120+0.9%Added
CloudAlpha Capital Management Limited/Hong Kong743,891$30.4M4.34%+379,891+104.4%Added
Nuveen Asset Management, LLC778,396$31.8M0.01%−180,941−18.9%Reduced
Swiss National Bank779,400$31.9M0.02%+48,600+6.7%Added
Balyasny Asset Management LLC793,816$32.5M0.09%+793,816New
Charles Schwab Investment Management Inc840,971$34.4M0.01%+25,995+3.2%Added
Keywise Capital Management (HK) Ltd879,400$36.0M5.91%00.0%Unchanged
Twin Tree Management, LP893,492$36.5M0.66%+613,856+219.5%Added
UBS Asset Management Americas Inc910,982$37.3M0.01%+21,176+2.4%Added
Jane Street Group, LLC915,441$37.4M0.05%+537,730+142.4%Added
Connor, Clark & Lunn Investment Management Ltd.988,352$40.4M0.19%+630,299+176.0%Added
FMR LLC1,044,714$42.7M0.00%+831,019+388.9%Added
Employees Provident Fund Board1,106,678$45.3M0.88%00.0%Unchanged
Bank of New York Mellon Corp1,125,944$46.0M0.01%+57,274+5.4%Added
Korea Investment CORP1,140,757$46.6M0.12%+1,093,510+2,314.5%Added
Van Eck Associates Corp1,158,279$47.4M0.09%+193,024+20.0%Added