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 2025
Institutional positions in Unity Software Inc. as of Mar 31, 2025. 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
- 427
- +16 vs. Q4 2024
- Shares held
- 330.4M
- +30.7M (+10.2%) vs. Q4 2024
- Total value
- $6.47B
- −$263.3M (−3.9%) vs. Q4 2024
- New holders
- 85
- 138 more added
- Sold out
- 69
- 126 more reduced
2 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2024: 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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 563 | $10.7B |
| Q1 2026 | 528 | $7.57B |
| Q4 2025 | 604 | $15.3B |
| Q3 2025 | 551 | $13.9B |
| Q2 2025 | 447 | $8.44B |
| Q1 2025 | 427 | $6.47B |
| Q4 2024 | 413 | $6.76B |
| Q3 2024 | 402 | $6.90B |
| Q2 2024 | 428 | $4.69B |
| Q1 2024 | 472 | $7.91B |
| Q4 2023 | 531 | $11.2B |
| Q3 2023 | 501 | $7.84B |
| Q2 2023 | 502 | $11.1B |
| Q1 2023 | 463 | $8.04B |
| Q4 2022 | 462 | $7.18B |
| Q3 2022 | 474 | $6.55B |
| Q2 2022 | 490 | $8.74B |
| Q1 2022 | 579 | $22.2B |
| Q4 2021 | 596 | $31.8B |
| Q3 2021 | 477 | $25.9B |
| Q2 2021 | 409 | $20.3B |
| Q1 2021 | 352 | $18.5B |
Institutions, Q1 2025
Shares, value and share of portfolio for each institution holding Unity Software Inc.; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Silver Lake Group, L.L.C. | 34,735,404 | $680.5M | 12.31% | 00.0% | Unchanged |
| Vanguard Group Inc | 32,964,521 | $645.8M | 0.01% | +1,841,486+5.9% | Added |
| SC US (TTGP), Ltd. | 31,934,442 | $625.6M | 5.92% | −94,062−0.3% | Reduced |
| BlackRock, Inc. | 26,531,570 | $519.8M | 0.01% | +3,464,629+15.0% | Added |
| Capital International Investors | 20,351,424 | $398.7M | 0.08% | +1,464,571+7.8% | Added |
| Slate Path Capital LP | 15,968,468 | $312.8M | 5.65% | +13,192,000+475.1% | Added |
| Capital Research Global Investors | 12,109,159 | $237.2M | 0.05% | −1,818,216−13.1% | Reduced |
| Norges Bank | 12,011,842 | $235.3M | 0.03% | +26,102+0.2% | Added |
| Wellington Management Group LLP | 10,378,897 | $203.3M | 0.04% | +6,232,303+150.3% | Added |
| Atreides Management, LP | 9,430,955 | $184.8M | 6.72% | +5,607,572+146.7% | Added |
| Resolute Partners Group | 9,261,229 | $181.4M | 52.33% | −4,310,188−31.8% | Reduced |
| UBS Group AG | 6,328,991 | $124.0M | 0.03% | +4,376,803+224.2% | Added |
| State Street Corp | 5,526,130 | $108.3M | 0.00% | −94,652−1.7% | Reduced |
| Geode Capital Management, LLC | 5,028,598 | $98.5M | 0.01% | +258,989+5.4% | Added |
| Invesco Ltd. | 4,824,087 | $94.5M | 0.02% | +33,083+0.7% | Added |
| FMR LLC | 4,378,876 | $85.8M | 0.01% | −736,049−14.4% | Reduced |
| Macquarie Group Ltd | 3,930,157 | $77.0M | 0.10% | +3,930,157 | New |
| Morgan Stanley | 3,634,691 | $71.2M | 0.01% | +170,439+4.9% | Added |
| Dimensional Fund Advisors LP | 3,574,371 | $70.0M | 0.02% | +1,101,001+44.5% | Added |
| Ameriprise Financial Inc | 3,357,530 | $65.8M | 0.02% | +1,587,582+89.7% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 2,858,390 | $56.0M | 0.04% | −2,684,153−48.4% | Reduced |
| Nikko Asset Management Americas, Inc. | 2,858,390 | $56.0M | 0.72% | −2,684,153−48.4% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 2,773,157 | $54.3M | 0.24% | +837,026+43.2% | Added |
| Broad Peak Investment Advisers Pte Ltd | 2,432,258 | $47.6M | 32.13% | +2,432,258 | New |
| Fuller & Thaler Asset Management, Inc. | 2,208,535 | $43.3M | 0.17% | +2,208,535 | New |
| Charles Schwab Investment Management Inc | 2,166,916 | $42.4M | 0.01% | +208,516+10.6% | Added |
| Edmond de Rothschild Holding S.A. | 2,088,003 | $40.9M | 0.72% | +763,570+57.7% | Added |
| Van Eck Associates Corp | 1,999,660 | $39.2M | 0.05% | +452,238+29.2% | Added |
| Contrarius Group Holdings Ltd | 1,994,091 | $39.1M | 2.67% | +1,994,091 | New |
| Bank of America Corp | 1,960,883 | $38.4M | 0.00% | +940,146+92.1% | Added |
| Two Sigma Investments, LP | 1,873,257 | $36.7M | 0.08% | +849,727+83.0% | Added |
| Northern Trust Corp | 1,745,956 | $34.2M | 0.01% | +11,419+0.7% | Added |
| Pictet Asset Management Holding SA | 1,476,230 | $28.9M | 0.03% | +1,435,005+3,480.9% | Added |
| Teacher Retirement System of Texas | 1,424,300 | $27.9M | 0.12% | +1,424,300 | New |
| Nuveen, LLC | 1,302,717 | $25.5M | 0.01% | +1,302,717 | New |
| Bank of New York Mellon Corp | 1,255,521 | $24.6M | 0.00% | −7,828−0.6% | Reduced |
| Goldman Sachs Group Inc | 1,247,309 | $24.4M | 0.00% | +92,622+8.0% | Added |
| Frontier Capital Management Co LLC | 1,224,736 | $24.0M | 0.26% | +1,224,736 | New |
| AQR Capital Management LLC | 1,151,892 | $22.2M | 0.02% | +1,130,221+5,215.4% | Added |
| Voloridge Investment Management, LLC | 1,092,090 | $21.4M | 0.08% | +1,092,090 | New |
| Citadel Advisors LLC | 1,077,635 | $21.1M | 0.02% | −1,379,153−56.1% | Reduced |
| Yong Rong (HK) Asset Management Ltd | 1,000,000 | $19.6M | 4.58% | +1,000,000 | New |
| Neuberger Berman Group LLC | 931,479 | $18.2M | 0.02% | −856,245−47.9% | Reduced |
| Point72 Asset Management, L.P. | 885,260 | $17.3M | 0.05% | −2,025,214−69.6% | Reduced |
| ARK Investment Management LLCSuperinvestorARK Invest | 873,348 | $17.1M | 0.17% | −256,558−22.7% | Reduced |
| Woodson Capital Management, LP | 843,058 | $16.5M | 3.77% | +843,058 | New |
| Stephens Investment Management Group LLC | 825,669 | $16.2M | 0.23% | +825,669 | New |
| UBS Asset Management Americas Inc | 813,176 | $15.9M | 0.00% | +45,481+5.9% | Added |
| Royal Bank of Canada | 785,441 | $15.4M | 0.00% | −15,892−2.0% | Reduced |
| Jasper Ridge Partners, L.P. | 783,318 | $15.3M | 0.49% | 00.0% | Unchanged |
| Primecap Management Co | 658,894 | $12.9M | 0.01% | −2,400−0.4% | Reduced |
| Gotham Asset Management, LLC | 625,153 | $12.2M | 0.10% | +35,694+6.1% | Added |
| Alliancebernstein L.P. | 622,451 | $12.2M | 0.00% | −177,366−22.2% | Reduced |
| Lord, Abbett & Co. LLC | 610,280 | $12.0M | 0.04% | +610,280 | New |
| Kora Management LP | 591,500 | $11.6M | 1.52% | +591,500 | New |
| HSBC Holdings PLC | 590,820 | $11.6M | 0.01% | +531,034+888.2% | Added |
| Optimus Prime Fund Management Co., Ltd. | 585,500 | $11.5M | 1.31% | 00.0% | Unchanged |
| Swiss National Bank | 546,400 | $10.7M | 0.01% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 520,387 | $10.2M | 0.18% | −24,014−4.4% | Reduced |
| Citigroup Inc | 514,006 | $10.1M | 0.01% | +143,393+38.7% | Added |
| Polar Capital Holdings Plc | 483,819 | $9.48M | 0.06% | +483,819 | New |
| Tairen Capital Ltd | 479,000 | $9.38M | 0.62% | +429,000+858.0% | Added |
| Twin Tree Management, LP | 475,895 | $9.32M | 0.21% | +213,606+81.4% | Added |
| California Public Employees Retirement System | 467,759 | $9.16M | 0.01% | +88,270+23.3% | Added |
| Two Sigma Advisers, LP | 461,400 | $9.04M | 0.02% | +439,400+1,997.3% | Added |
| BNP Paribas Arbitrage, SA | 457,839 | $8.97M | 0.01% | +70,175+18.1% | Added |
| Whittier Trust Co | 417,520 | $8.18M | 0.11% | −7,429−1.7% | Reduced |
| Hidden Lake Asset Management LP | 391,540 | $7.67M | 7.56% | +391,540 | New |
| Wells Fargo & Company | 379,101 | $7.43M | 0.00% | +333,354+728.7% | Added |
| FengHe Fund Management Pte. Ltd. | 365,600 | $7.16M | 2.69% | +147,500+67.6% | Added |
| Barclays PLC | 364,393 | $7.14M | 0.00% | −237,683−39.5% | Reduced |
| Tudor Investment Corp Et Al | 361,000 | $7.07M | 0.06% | +331,277+1,114.5% | Added |
| Flight Deck Capital, LP | 345,900 | $6.78M | 6.99% | +345,900 | New |
| Twinbeech Capital LP | 341,929 | $6.70M | 0.12% | +341,929 | New |
| Susquehanna International Group, LLP | 340,030 | $6.66M | 0.01% | −4,384,166−92.8% | Reduced |
| JPMorgan Chase & Co | 339,874 | $6.66M | 0.00% | −2,876,852−89.4% | Reduced |
| Suvretta Capital Management, LLC | 339,560 | $6.65M | 0.27% | +339,560 | New |
| Legal & General Group Plc | 317,630 | $6.22M | 0.00% | +22,924+7.8% | Added |
| Rhumbline Advisers | 316,933 | $6.21M | 0.01% | +2,081+0.7% | Added |
| Quantinno Capital Management LP | 313,639 | $6.14M | 0.04% | −66,129−17.4% | Reduced |
| Aquatic Capital Management LLC | 311,612 | $6.10M | 0.16% | −66,650−17.6% | Reduced |
| Principal Financial Group Inc | 296,975 | $5.82M | 0.00% | +276,081+1,321.3% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 292,689 | $5.73M | 0.01% | +292,689 | New |
| Bank of Montreal | 283,854 | $5.56M | 0.00% | +178,296+168.9% | Added |
| Invenomic Capital Management LP | 280,044 | $5.49M | 0.28% | +280,044 | New |
| Alpha Family Trust | 275,933 | $5.41M | 3.15% | 00.0% | Unchanged |
| State Board of Administration of Florida Retirement System | 274,660 | $5.38M | 0.01% | +2,280+0.8% | Added |
| Susquehanna Fundamental Investments, LLC | 260,276 | $5.10M | 0.09% | +85,210+48.7% | Added |
| California State Teachers Retirement System | 258,529 | $5.06M | 0.01% | −3,211−1.2% | Reduced |
| Millennium Management LLC | 250,897 | $4.92M | 0.00% | −398,188−61.3% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 244,689 | $4.79M | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 242,795 | $4.76M | 0.20% | −222,363−47.8% | Reduced |
| Price T Rowe Associates Inc | 224,393 | $4.40M | 0.00% | +9,669+4.5% | Added |
| Schonfeld Strategic Advisors LLC | 222,243 | $4.35M | 0.03% | −170,747−43.4% | Reduced |
| Walleye Trading LLC | 215,838 | $4.23M | 0.12% | −478,065−68.9% | Reduced |
| Nishkama Capital, LLC | 212,621 | $4.17M | 1.75% | +212,621 | New |
| Mirae Asset Global ETFs Holdings Ltd. | 209,577 | $4.11M | 0.01% | −40,251−16.1% | Reduced |
| Alight Capital Management LP | 200,000 | $3.92M | 2.07% | +100,000+100.0% | Added |
| Adage Capital Partners GP, L.L.C. | 200,000 | $3.92M | 0.01% | +200,000 | New |
| Alyeska Investment Group, L.P. | 200,000 | $3.92M | 0.02% | +200,000 | New |