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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
Legal & General Group Plc1,295,924$53.0M0.02%−57,154−4.2%Reduced
Ensign Peak Advisors, Inc1,353,429$55.3M0.11%+10,500+0.8%Added
Capital International Investors1,496,379$61.2M0.01%+1,496,379New
Jasper Ridge Partners, L.P.1,497,010$61.2M2.45%00.0%Unchanged
Northern Trust Corp1,510,364$61.8M0.01%−72,962−4.6%Reduced
Wellington Management Group LLP1,598,220$65.4M0.01%+1,583,096+10,467.4%Added
Neuberger Berman Group LLC1,659,797$67.9M0.06%−33,699−2.0%Reduced
Dimensional Fund Advisors LP1,742,074$71.3M0.02%+680,002+64.0%Added
Artisan Partners Limited Partnership2,217,372$90.7M0.14%−214,457−8.8%Reduced
Viola Ventures V.C. Management 4 Ltd.2,398,685$98.1M30.54%00.0%Unchanged
Eagle Asset Management Inc2,621,296$107.2M0.57%−22,469−0.8%Reduced
Bank of America Corp2,713,607$111.0M0.01%+1,898,715+233.0%Added
Two Sigma Advisers, LP3,050,200$124.7M0.29%+1,765,900+137.5%Added
Geode Capital Management, LLC3,741,192$152.7M0.02%+160,119+4.5%Added
Contour Asset Management LLC4,091,289$167.3M6.91%+1,790,326+77.8%Added
JPMorgan Chase & Co4,350,867$177.9M0.02%+4,283,838+6,391.0%Added
Morgan Stanley5,066,066$207.2M0.02%+2,427,446+92.0%Added
Two Sigma Investments, LP5,294,242$216.5M0.52%+2,696,810+103.8%Added
Voya Investment Management LLC5,587,347$228.5M0.24%+4,948,019+773.9%Added
State Street Corp6,016,578$246.0M0.01%+385,507+6.8%Added
Capital Research Global Investors7,181,661$293.7M0.07%+6,004,655+510.2%Added
Nikko Asset Management Americas, Inc.8,539,489$349.1M3.36%+1,169,841+15.9%Added
Sumitomo Mitsui Trust Holdings, Inc.9,131,625$373.4M0.28%+1,170,058+14.7%Added
Norges Bank9,273,163$379.2M0.07%+2,281,424+32.6%Added
SC XII Management LLC10,882,599$445.0M100.00%00.0%Unchanged
ARK Investment Management LLCSuperinvestorARK Invest12,189,778$498.4M2.95%+712,579+6.2%Added
Resolute Partners Group15,040,285$615.0M80.82%−2,422,545−13.9%Reduced
BlackRock Inc.15,182,348$620.8M0.02%+101,645+0.7%Added
Vanguard Group Inc26,128,209$1.07B0.02%+308,412+1.2%Added
SC US (TTGP), Ltd.27,351,071$1.12B9.22%00.0%Unchanged
Silver Lake Group, L.L.C.34,735,404$1.42B16.04%00.0%Unchanged
Clearbridge Investments, LLC0$00.00%−2,874,486−100.0%Sold out
Voloridge Investment Management, LLC0$00.00%−2,384,928−100.0%Sold out
Qube Research & Technologies Ltd0$00.00%−1,155,065−100.0%Sold out
Parallax Volatility Advisers, L.P.0$00.00%−915,906−100.0%Sold out
Squarepoint Ops LLC0$00.00%−414,217−100.0%Sold out
Alyeska Investment Group, L.P.0$00.00%−375,000−100.0%Sold out
Worldquant Millennium Advisors LLC0$00.00%−356,907−100.0%Sold out
Natixis0$00.00%−303,363−100.0%Sold out
Walleye Capital LLC0$00.00%−221,565−100.0%Sold out
FengHe Fund Management Pte. Ltd.0$00.00%−187,900−100.0%Sold out
Tairen Capital Ltd0$00.00%−160,000−100.0%Sold out
Jump Financial, LLC0$00.00%−152,232−100.0%Sold out
Marshall Wace, LLP0$00.00%−131,591−100.0%Sold out
Capital Fund Management S.A.0$00.00%−130,269−100.0%Sold out
Nwi Management LP0$00.00%−100,000−100.0%Sold out
AlpInvest Partners B.V.0$00.00%−98,777−100.0%Sold out
Virtu Financial LLC0$00.00%−90,079−100.0%Sold out
GMT Capital Corp0$00.00%−73,100−100.0%Sold out
Black Swift Group, LLC0$00.00%−59,000−100.0%Sold out
Aquatic Capital Management LLC0$00.00%−48,700−100.0%Sold out
Swiss Life Asset Management Ltd0$00.00%−45,408−100.0%Sold out
Hamilton Lane Advisors LLC0$00.00%−37,314−100.0%Sold out
Quantbot Technologies LP0$00.00%−34,720−100.0%Sold out
F/M Investments LLC0$00.00%−33,941−100.0%Sold out
Brown Advisory Inc0$00.00%−33,038−100.0%Sold out
Connors Investor Services Inc0$00.00%−31,000−100.0%Sold out
Caption Management, LLC0$00.00%−27,000−100.0%Sold out
Polianta Ltd0$00.00%−26,500−100.0%Sold out
Wolverine Trading, LLC0$00.00%−26,305−100.0%Sold out
Sherbrooke Park Advisers LLC0$00.00%−22,180−100.0%Sold out
Cypress Point Wealth Management, LLC0$00.00%−21,500−100.0%Sold out
Texas Capital Bank Wealth Management Services Inc0$00.00%−20,000−100.0%Sold out
Summit Global Investments0$00.00%−19,600−100.0%Sold out
Alpha DNA Investment Management LLC0$00.00%−16,647−100.0%Sold out
Cutler Group LP0$00.00%−16,422−100.0%Sold out
Cetera Advisors LLC0$00.00%−16,168−100.0%Sold out
Mach-1 Financial Group, Inc.0$00.00%−14,730−100.0%Sold out
Venture Visionary Partners LLC0$00.00%−14,529−100.0%Sold out
Dynamic Technology Lab Private Ltd0$00.00%−12,497−100.0%Sold out
Cinctive Capital Management LP0$00.00%−11,696−100.0%Sold out
Magnetar Financial LLC0$00.00%−11,644−100.0%Sold out
Gsa Capital Partners LLP0$00.00%−10,007−100.0%Sold out
Avestar Capital, LLC0$00.00%−9,875−100.0%Sold out
SeaCrest Wealth Management, LLC0$00.00%−9,731−100.0%Sold out
Machina Capital S.A.S.0$00.00%−9,071−100.0%Sold out
Capstone Investment Advisors, LLC0$00.00%−8,831−100.0%Sold out
MAI Capital Management0$00.00%−8,214−100.0%Sold out
Oppenheimer Asset Management Inc.0$00.00%−8,000−100.0%Sold out
Echo Street Capital Management LLC0$00.00%−7,892−100.0%Sold out
Avantax Advisory Services, Inc.0$00.00%−7,505−100.0%Sold out
Halbert Hargrove Global Advisors, LLC0$00.00%−7,500−100.0%Sold out
Corton Capital Inc.0$00.00%−6,511−100.0%Sold out
Opal Wealth Advisors, LLC0$00.00%−6,444−100.0%Sold out
Caldwell Sutter Capital, Inc.0$00.00%−2,160−100.0%Sold out
Horizon Investments, LLC0$00.00%−2,105−100.0%Sold out
Hollencrest Capital Management0$00.00%−1,615−100.0%Sold out
Cary Street Partner Investment Advisory LLC0$00.00%−1,097−100.0%Sold out
Symmetry Peak Management LLC0$00.00%−500−100.0%Sold out
RFP Financial Group LLC0$00.00%−343−100.0%Sold out
Flaharty Asset Management, LLC0$00.00%−200−100.0%Sold out
Institutional & Family Asset Management, LLC0$00.00%−151−100.0%Sold out
Headinvest, LLC0$00.00%−115−100.0%Sold out
Earnest Partners LLC0$00.00%−110−100.0%Sold out
Grove Bank & Trust0$00.00%−109−100.0%Sold out
Delta Asset Management LLC0$00.00%−100−100.0%Sold out
SRS Capital Advisors, Inc.0$00.00%−100−100.0%Sold out
Team Financial Group, LLC0$00.00%−100−100.0%Sold out
Baker Avenue Asset Management, LP0$00.00%−74−100.0%Sold out
RE Dickinson Investment Advisors, LLC0$00.00%−58−100.0%Sold out