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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, Q1 2024

Institutional positions in Unity Software Inc. as of Mar 31, 2024. 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
472
−55 vs. Q4 2023
Shares held
296.3M
+21.6M (+7.9%) vs. Q4 2023
Total value
$7.91B
−$3.32B (−29.6%) vs. Q4 2023
New holders
79
161 more added
Sold out
134
150 more reduced

4 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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 holdersQ1 2024: 472 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 heldQ1 2024: $7.91B
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, Q1 2024

Shares, value and share of portfolio for each institution holding Unity Software Inc.; share changes are against Q4 2023.

Institutions holding U in Q1 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Silver Lake Group, L.L.C.34,735,404$927.4M11.26%00.0%Unchanged
SC US (TTGP), Ltd.28,575,782$763.0M5.64%+1,224,711+4.5%Added
Vanguard Group Inc26,336,775$703.2M0.01%+208,566+0.8%Added
BlackRock Inc.14,804,268$395.3M0.01%−378,080−2.5%Reduced
Resolute Partners Group14,640,285$390.9M72.25%−400,000−2.7%Reduced
ARK Investment Management LLCSuperinvestorARK Invest13,938,189$372.1M2.58%+1,748,411+14.3%Added
Sumitomo Mitsui Trust Holdings, Inc.11,909,509$318.0M0.22%+2,777,884+30.4%Added
Norges Bank11,667,819$311.5M0.05%+2,394,656+25.8%Added
Nikko Asset Management Americas, Inc.11,326,547$302.4M3.00%+2,787,058+32.6%Added
Capital Research Global Investors8,524,448$227.6M0.05%+1,342,787+18.7%Added
Capital International Investors7,872,413$210.2M0.04%+6,376,034+426.1%Added
SC XII Management LLC7,255,065$193.7M100.00%−3,627,534−33.3%Reduced
FMR LLC6,762,329$180.6M0.01%+5,717,615+547.3%Added
State Street Corp6,070,925$162.1M0.01%+54,347+0.9%Added
JPMorgan Chase & Co5,940,442$158.6M0.01%+1,589,575+36.5%Added
Voya Investment Management LLC5,936,686$158.5M0.16%+349,339+6.3%Added
UBS Group AG4,822,044$128.7M0.04%+4,763,058+8,074.9%Added
Morgan Stanley3,930,251$104.9M0.01%−1,135,815−22.4%Reduced
Geode Capital Management, LLC3,880,390$103.5M0.01%+139,198+3.7%Added
Wellington Management Group LLP3,872,411$103.4M0.02%+2,274,191+142.3%Added
Two Sigma Investments, LP3,481,146$92.9M0.23%−1,813,096−34.2%Reduced
Two Sigma Advisers, LP2,873,700$76.7M0.18%−176,500−5.8%Reduced
Viola Ventures V.C. Management 4 Ltd.2,398,685$64.0M23.48%00.0%Unchanged
Dimensional Fund Advisors LP2,124,686$56.7M0.02%+382,612+22.0%Added
Eagle Asset Management Inc1,938,004$51.6M0.26%−683,292−26.1%Reduced
Neuberger Berman Group LLC1,709,833$45.7M0.04%+50,036+3.0%Added
Jasper Ridge Partners, L.P.1,499,635$40.0M1.26%+2,625+0.2%Added
Northern Trust Corp1,459,076$39.0M0.01%−51,288−3.4%Reduced
Van Eck Associates Corp1,448,755$38.7M0.06%+290,476+25.1%Added
Connor, Clark & Lunn Investment Management Ltd.1,441,359$38.5M0.17%+453,007+45.8%Added
Citadel Advisors LLC1,432,516$38.2M0.04%+1,312,007+1,088.7%Added
Renaissance Technologies LLC1,409,497$37.6M0.06%+1,409,497New
SpiderRock Advisors, LLC1,437,550$37.5M1.21%+1,437,550New
Ensign Peak Advisors, Inc1,372,216$36.6M0.07%+18,787+1.4%Added
Legal & General Group Plc1,291,219$34.5M0.01%−4,705−0.4%Reduced
Susquehanna International Group, LLP1,141,434$30.5M0.05%+908,741+390.5%Added
Bank of New York Mellon Corp1,046,865$28.0M0.01%−79,079−7.0%Reduced
Jane Street Group, LLC1,017,515$27.2M0.04%+102,074+11.2%Added
Contour Asset Management LLC957,901$25.6M1.00%−3,133,388−76.6%Reduced
UBS Asset Management Americas Inc916,392$24.5M0.01%+5,410+0.6%Added
Contrarius Investment Management Ltd913,681$24.4M1.41%+913,681New
Keywise Capital Management (HK) Ltd876,300$23.4M3.17%−3,100−0.4%Reduced
Charles Schwab Investment Management Inc860,814$23.0M0.01%+19,843+2.4%Added
Millennium Management LLC830,710$22.2M0.02%+546,493+192.3%Added
Nuveen Asset Management, LLC767,391$20.5M0.01%−11,005−1.4%Reduced
Exchange Traded Concepts, LLC764,956$20.4M0.53%+337,924+79.1%Added
Swiss National Bank739,700$19.7M0.01%−39,700−5.1%Reduced
Bank of America Corp717,821$19.2M0.00%−1,995,786−73.5%Reduced
Primecap Management Co666,727$17.8M0.01%−6,120−0.9%Reduced
Voloridge Investment Management, LLC643,167$17.2M0.06%+643,167New
Bank of Montreal592,173$16.2M0.01%+551,634+1,360.7%Added
Optimus Prime Fund Management Co., Ltd.585,500$15.6M1.56%00.0%Unchanged
First Trust Advisors LP559,932$15.0M0.02%+497,621+798.6%Added
Invesco Ltd.496,077$13.2M0.00%+80,561+19.4%Added
Walleye Trading LLC446,385$11.9M0.20%+419,616+1,567.5%Added
Goldman Sachs Group Inc412,544$11.0M0.00%−61,570−13.0%Reduced
Credit Suisse AG409,687$10.9M0.01%−220,188−35.0%Reduced
California Public Employees Retirement System396,726$10.6M0.01%−20,558−4.9%Reduced
Deutsche Bank AG387,113$10.3M0.00%+81,835+26.8%Added
Vestmark Advisory Solutions, Inc.375,152$10.0M0.43%+150,994+67.4%Added
California State Teachers Retirement System373,155$9.96M0.01%−10,009−2.6%Reduced
Grace & Mercy Foundation, Inc.362,400$9.68M2.46%00.0%Unchanged
Rhumbline Advisers354,736$9.47M0.01%−3,450−1.0%Reduced
Price T Rowe Associates Inc353,516$9.44M0.00%+230,696+187.8%Added
Barclays PLC333,919$8.92M0.00%−189,190−36.2%Reduced
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.333,565$8.91M0.01%+20,997+6.7%Added
Whittier Trust Co329,535$8.80M0.13%00.0%Unchanged
Parallax Volatility Advisers, L.P.303,738$8.11M0.23%+303,738New
Mirae Asset Global Investments Co., Ltd.289,686$7.99M0.02%+18,160+6.7%Added
State Board of Administration of Florida Retirement System232,479$7.54M0.02%−43,976−15.9%Reduced
Alpha Family Trust275,933$7.34M4.44%00.0%Unchanged
Matrix Capital Management Company, LP250,000$6.67M0.06%+250,000New
Amundi281,816$6.60M0.00%−181,042−39.1%Reduced
Alyeska Investment Group, L.P.234,135$6.25M0.04%+234,135New
Weiss Asset Management LP232,128$6.20M0.29%+232,128New
Ameriprise Financial Inc233,853$6.17M0.00%+134,529+135.4%Added
PEAK6 Investments LLC222,181$5.93M0.29%+104,829+89.3%Added
Canada Pension Plan Investment Board221,679$5.92M0.01%+213,479+2,603.4%Added
Stifel Financial Corp215,513$5.75M0.01%+45,825+27.0%Added
Blair William & Co209,309$5.59M0.02%+30,099+16.8%Added
Korea Investment CORP206,429$5.51M0.01%−934,328−81.9%Reduced
Ilmarinen Mutual Pension Insurance Co200,000$5.34M0.07%00.0%Unchanged
New York State Common Retirement Fund199,413$5.32M0.01%−23,711−10.6%Reduced
Twin Tree Management, LP192,699$5.15M0.12%−700,793−78.4%Reduced
Chescapmanager LLC192,099$5.13M0.87%00.0%Unchanged
Bridgewater Associates, LP181,438$4.84M0.02%+181,438New
APG Asset Management N.V.193,329$4.78M0.01%+8,725+4.7%Added
TB Alternative Assets Ltd.171,100$4.57M1.14%+171,100New
GTS Securities LLC170,095$4.54M0.12%−12,308−6.7%Reduced
Formula Growth Ltd170,000$4.54M1.45%+20,000+13.3%Added
Walleye Capital LLC164,333$4.39M0.05%+164,333New
SG Americas Securities, LLC157,368$4.20M0.02%+135,095+606.5%Added
Affinity Capital Advisors, LLC156,834$4.19M0.93%−5,676−3.5%Reduced
Gotham Asset Management, LLC154,638$4.13M0.06%+3,618+2.4%Added
Sara-Bay Financial153,540$4.09M1.83%+594+0.4%Added
Wells Fargo & Company151,922$4.06M0.00%−46,880−23.6%Reduced
Metavasi Capital LP150,000$4.00M2.48%+100,000+200.0%Added
AlpInvest Partners B.V.147,282$3.93M1.54%+147,282New
State of New Jersey Common Pension Fund D146,952$3.92M0.01%00.0%Unchanged
Susquehanna Fundamental Investments, LLC145,238$3.88M0.18%+145,238New