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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 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.

Institutional holdersQ1 2025: 427 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 2025: $6.47B
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 2025

Shares, value and share of portfolio for each institution holding Unity Software Inc.; share changes are against Q4 2024.

Institutions holding U in Q1 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Police & Firemen's Retirement System of New Jersey110,976$2.17M0.02%+1,413+1.3%Added
HB Wealth Management, LLC111,563$2.19M0.02%+3,775+3.5%Added
Wealth Enhancement Advisory Services, LLC113,068$2.21M0.00%+113,068New
Comerica Bank114,429$2.24M0.01%+42,831+59.8%Added
Creative Planning122,384$2.40M0.00%+3,563+3.0%Added
Rip Road Capital Partners LP123,000$2.41M2.65%+23,000+23.0%Added
J. Goldman & Co LP123,198$2.41M0.09%−527,372−81.1%Reduced
Pasadena Private Wealth, LLC127,228$2.47M0.48%+69,202+119.3%Added
Cinctive Capital Management LP126,977$2.49M0.20%+126,977New
Cerity Partners LLC127,711$2.50M0.01%+67,357+111.6%Added
Amundi138,999$2.53M0.00%−162,826−53.9%Reduced
Janus Henderson Group PLC125,400$2.58M0.00%−2,249−1.8%Reduced
Affinity Capital Advisors, LLC136,786$2.63M0.52%−16,648−10.9%Reduced
Walleye Capital LLC135,923$2.66M0.03%−39,374−22.5%Reduced
Shell Asset Management Co139,798$2.74M0.13%−5,829−4.0%Reduced
Treasurer of the State of North Carolina140,308$2.75M0.01%+7,480+5.6%Added
Squarepoint Ops LLC140,374$2.75M0.01%−52,100−27.1%Reduced
Hidden Cove Wealth Management, LLC141,101$2.76M2.19%00.0%Unchanged
New York State Common Retirement Fund142,077$2.78M0.00%−9,500−6.3%Reduced
Barometer Capital Management Inc.148,022$2.90M1.08%−158,022−51.6%Reduced
D. E. Shaw & Co., Inc.150,406$2.95M0.00%−1,823,930−92.4%Reduced
Blair William & Co154,958$3.04M0.01%+12,242+8.6%Added
Algert Global LLC157,736$3.09M0.08%+41,570+35.8%Added
Balyasny Asset Management LLC162,984$3.19M0.01%−1,570,463−90.6%Reduced
Formula Growth Ltd165,000$3.23M1.31%−15,000−8.3%Reduced
Quinn Opportunity Partners LLC166,801$3.27M0.23%+107,992+183.6%Added
CenterBook Partners LP197,113$3.86M0.25%+197,113New
Alight Capital Management LP200,000$3.92M2.07%+100,000+100.0%Added
Adage Capital Partners GP, L.L.C.200,000$3.92M0.01%+200,000New
Alyeska Investment Group, L.P.200,000$3.92M0.02%+200,000New
Mirae Asset Global ETFs Holdings Ltd.209,577$4.11M0.01%−40,251−16.1%Reduced
Nishkama Capital, LLC212,621$4.17M1.75%+212,621New
Walleye Trading LLC215,838$4.23M0.12%−478,065−68.9%Reduced
Schonfeld Strategic Advisors LLC222,243$4.35M0.03%−170,747−43.4%Reduced
Price T Rowe Associates Inc224,393$4.40M0.00%+9,669+4.5%Added
Group One Trading, L.P.242,795$4.76M0.20%−222,363−47.8%Reduced
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.244,689$4.79M0.00%00.0%Unchanged
Millennium Management LLC250,897$4.92M0.00%−398,188−61.3%Reduced
California State Teachers Retirement System258,529$5.06M0.01%−3,211−1.2%Reduced
Susquehanna Fundamental Investments, LLC260,276$5.10M0.09%+85,210+48.7%Added
State Board of Administration of Florida Retirement System274,660$5.38M0.01%+2,280+0.8%Added
Alpha Family Trust275,933$5.41M3.15%00.0%Unchanged
Invenomic Capital Management LP280,044$5.49M0.28%+280,044New
Bank of Montreal283,854$5.56M0.00%+178,296+168.9%Added
Universal- Beteiligungs- und Servicegesellschaft mbH292,689$5.73M0.01%+292,689New
Principal Financial Group Inc296,975$5.82M0.00%+276,081+1,321.3%Added
Aquatic Capital Management LLC311,612$6.10M0.16%−66,650−17.6%Reduced
Quantinno Capital Management LP313,639$6.14M0.04%−66,129−17.4%Reduced
Rhumbline Advisers316,933$6.21M0.01%+2,081+0.7%Added
Legal & General Group Plc317,630$6.22M0.00%+22,924+7.8%Added
Suvretta Capital Management, LLC339,560$6.65M0.27%+339,560New
JPMorgan Chase & Co339,874$6.66M0.00%−2,876,852−89.4%Reduced
Susquehanna International Group, LLP340,030$6.66M0.01%−4,384,166−92.8%Reduced
Twinbeech Capital LP341,929$6.70M0.12%+341,929New
Flight Deck Capital, LP345,900$6.78M6.99%+345,900New
Tudor Investment Corp Et Al361,000$7.07M0.06%+331,277+1,114.5%Added
Barclays PLC364,393$7.14M0.00%−237,683−39.5%Reduced
FengHe Fund Management Pte. Ltd.365,600$7.16M2.69%+147,500+67.6%Added
Wells Fargo & Company379,101$7.43M0.00%+333,354+728.7%Added
Hidden Lake Asset Management LP391,540$7.67M7.56%+391,540New
Whittier Trust Co417,520$8.18M0.11%−7,429−1.7%Reduced
BNP Paribas Arbitrage, SA457,839$8.97M0.01%+70,175+18.1%Added
Two Sigma Advisers, LP461,400$9.04M0.02%+439,400+1,997.3%Added
California Public Employees Retirement System467,759$9.16M0.01%+88,270+23.3%Added
Twin Tree Management, LP475,895$9.32M0.21%+213,606+81.4%Added
Tairen Capital Ltd479,000$9.38M0.62%+429,000+858.0%Added
Polar Capital Holdings Plc483,819$9.48M0.06%+483,819New
Citigroup Inc514,006$10.1M0.01%+143,393+38.7%Added
Exchange Traded Concepts, LLC520,387$10.2M0.18%−24,014−4.4%Reduced
Swiss National Bank546,400$10.7M0.01%00.0%Unchanged
Optimus Prime Fund Management Co., Ltd.585,500$11.5M1.31%00.0%Unchanged
HSBC Holdings PLC590,820$11.6M0.01%+531,034+888.2%Added
Kora Management LP591,500$11.6M1.52%+591,500New
Lord, Abbett & Co. LLC610,280$12.0M0.04%+610,280New
Alliancebernstein L.P.622,451$12.2M0.00%−177,366−22.2%Reduced
Gotham Asset Management, LLC625,153$12.2M0.10%+35,694+6.1%Added
Primecap Management Co658,894$12.9M0.01%−2,400−0.4%Reduced
Jasper Ridge Partners, L.P.783,318$15.3M0.49%00.0%Unchanged
Royal Bank of Canada785,441$15.4M0.00%−15,892−2.0%Reduced
UBS Asset Management Americas Inc813,176$15.9M0.00%+45,481+5.9%Added
Stephens Investment Management Group LLC825,669$16.2M0.23%+825,669New
Woodson Capital Management, LP843,058$16.5M3.77%+843,058New
ARK Investment Management LLCSuperinvestorARK Invest873,348$17.1M0.17%−256,558−22.7%Reduced
Point72 Asset Management, L.P.885,260$17.3M0.05%−2,025,214−69.6%Reduced
Neuberger Berman Group LLC931,479$18.2M0.02%−856,245−47.9%Reduced
Yong Rong (HK) Asset Management Ltd1,000,000$19.6M4.58%+1,000,000New
Citadel Advisors LLC1,077,635$21.1M0.02%−1,379,153−56.1%Reduced
Voloridge Investment Management, LLC1,092,090$21.4M0.08%+1,092,090New
AQR Capital Management LLC1,151,892$22.2M0.02%+1,130,221+5,215.4%Added
Frontier Capital Management Co LLC1,224,736$24.0M0.26%+1,224,736New
Goldman Sachs Group Inc1,247,309$24.4M0.00%+92,622+8.0%Added
Bank of New York Mellon Corp1,255,521$24.6M0.00%−7,828−0.6%Reduced
Nuveen, LLC1,302,717$25.5M0.01%+1,302,717New
Teacher Retirement System of Texas1,424,300$27.9M0.12%+1,424,300New
Pictet Asset Management Holding SA1,476,230$28.9M0.03%+1,435,005+3,480.9%Added
Northern Trust Corp1,745,956$34.2M0.01%+11,419+0.7%Added
Two Sigma Investments, LP1,873,257$36.7M0.08%+849,727+83.0%Added
Bank of America Corp1,960,883$38.4M0.00%+940,146+92.1%Added
Contrarius Group Holdings Ltd1,994,091$39.1M2.67%+1,994,091New
Van Eck Associates Corp1,999,660$39.2M0.05%+452,238+29.2%Added