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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
Edmond de Rothschild Holding S.A.2,088,003$40.9M0.72%+763,570+57.7%Added
Charles Schwab Investment Management Inc2,166,916$42.4M0.01%+208,516+10.6%Added
Fuller & Thaler Asset Management, Inc.2,208,535$43.3M0.17%+2,208,535New
Broad Peak Investment Advisers Pte Ltd2,432,258$47.6M32.13%+2,432,258New
Connor, Clark & Lunn Investment Management Ltd.2,773,157$54.3M0.24%+837,026+43.2%Added
Sumitomo Mitsui Trust Holdings, Inc.2,858,390$56.0M0.04%−2,684,153−48.4%Reduced
Nikko Asset Management Americas, Inc.2,858,390$56.0M0.72%−2,684,153−48.4%Reduced
Ameriprise Financial Inc3,357,530$65.8M0.02%+1,587,582+89.7%Added
Dimensional Fund Advisors LP3,574,371$70.0M0.02%+1,101,001+44.5%Added
Morgan Stanley3,634,691$71.2M0.01%+170,439+4.9%Added
Macquarie Group Ltd3,930,157$77.0M0.10%+3,930,157New
FMR LLC4,378,876$85.8M0.01%−736,049−14.4%Reduced
Invesco Ltd.4,824,087$94.5M0.02%+33,083+0.7%Added
Geode Capital Management, LLC5,028,598$98.5M0.01%+258,989+5.4%Added
State Street Corp5,526,130$108.3M0.00%−94,652−1.7%Reduced
UBS Group AG6,328,991$124.0M0.03%+4,376,803+224.2%Added
Resolute Partners Group9,261,229$181.4M52.33%−4,310,188−31.8%Reduced
Atreides Management, LP9,430,955$184.8M6.72%+5,607,572+146.7%Added
Wellington Management Group LLP10,378,897$203.3M0.04%+6,232,303+150.3%Added
Norges Bank12,011,842$235.3M0.03%+26,102+0.2%Added
Capital Research Global Investors12,109,159$237.2M0.05%−1,818,216−13.1%Reduced
Slate Path Capital LP15,968,468$312.8M5.65%+13,192,000+475.1%Added
Capital International Investors20,351,424$398.7M0.08%+1,464,571+7.8%Added
BlackRock, Inc.26,531,570$519.8M0.01%+3,464,629+15.0%Added
SC US (TTGP), Ltd.31,934,442$625.6M5.92%−94,062−0.3%Reduced
Vanguard Group Inc32,964,521$645.8M0.01%+1,841,486+5.9%Added
Silver Lake Group, L.L.C.34,735,404$680.5M12.31%00.0%Unchanged
Anatole Investment Management Ltd0$00.00%−1,148,112−100.0%Sold out
Meridiem Capital Partners LP0$00.00%−993,869−100.0%Sold out
Simplex Trading, LLC0$00.00%−695,344−100.0%Sold out
Man Group plc0$00.00%−651,909−100.0%Sold out
CloudAlpha Capital Management Limited/Hong Kong0$00.00%−489,010−100.0%Sold out
Bridgewater Associates, LP0$00.00%−487,696−100.0%Sold out
ExodusPoint Capital Management, LP0$00.00%−360,090−100.0%Sold out
GenTrust, LLC0$00.00%−342,341−100.0%Sold out
Caisse de Depot Et Placement du Quebec0$00.00%−232,100−100.0%Sold out
Jain Global LLC0$00.00%−223,666−100.0%Sold out
Holocene Advisors, LP0$00.00%−175,122−100.0%Sold out
Concentric Capital Strategies, LP0$00.00%−132,242−100.0%Sold out
Alberta Investment Management Corp0$00.00%−123,040−100.0%Sold out
Cubist Systematic Strategies, LLC0$00.00%−102,674−100.0%Sold out
Ariose Capital Management Ltd0$00.00%−102,300−100.0%Sold out
Vestmark Advisory Solutions, Inc.0$00.00%−87,426−100.0%Sold out
Soviero Asset Management, LP0$00.00%−100,000−100.0%Sold out
Vestor Capital, LLC0$00.00%−92,475−100.0%Sold out
Fieldview Capital Management, LLC0$00.00%−53,617−100.0%Sold out
Entropy Technologies, LP0$00.00%−49,208−100.0%Sold out
Windmill Hill Asset Management Ltd0$00.00%−40,129−100.0%Sold out
Polymer Capital Management (HK) LTD0$00.00%−39,400−100.0%Sold out
Nomura Holdings Inc0$00.00%−35,791−100.0%Sold out
Sciencast Management LP0$00.00%−32,789−100.0%Sold out
Avanza Fonder AB0$00.00%−32,569−100.0%Sold out
Toronto Dominion Bank0$00.00%−30,421−100.0%Sold out
Axq Capital, LP0$00.00%−30,321−100.0%Sold out
Groupama Asset Managment0$00.00%–Sold out
Johnson Investment Counsel Inc0$00.00%−22,774−100.0%Sold out
Marex Group plc0$00.00%−19,894−100.0%Sold out
SG Americas Securities, LLC0$00.00%−17,353−100.0%Sold out
GTS Securities LLC0$00.00%−16,463−100.0%Sold out
Summit Trail Advisors, LLC0$00.00%−14,982−100.0%Sold out
CIBC World Markets Inc.0$00.00%−13,596−100.0%Sold out
Centiva Capital, LP0$00.00%−13,597−100.0%Sold out
Fox Run Management, L.L.C.0$00.00%−13,365−100.0%Sold out
CI Private Wealth, LLC0$00.00%−13,251−100.0%Sold out
Korea Investment CORP0$00.00%−11,282−100.0%Sold out
TCG Advisory Services, LLC0$00.00%−10,851−100.0%Sold out
Cambridge Investment Research Advisors, Inc.0$00.00%−10,202−100.0%Sold out
Stokes Family Office, LLC0$00.00%−10,000−100.0%Sold out
Steel Peak Wealth Management LLC0$00.00%−9,852−100.0%Sold out
Bridgefront Capital, LLC0$00.00%−9,387−100.0%Sold out
Sanctuary Advisors, LLC0$00.00%−8,846−100.0%Sold out
United Capital Financial Advisers, LLC0$00.00%−8,983−100.0%Sold out
Altshuler Shaham Ltd0$00.00%−7,000−100.0%Sold out
One River Asset Management, LLC0$00.00%−5,657−100.0%Sold out
Venturi Wealth Management, LLC0$00.00%−5,158−100.0%Sold out
Plato Investment Management Ltd0$00.00%−2,293−100.0%Sold out
Point72 Asia (Singapore) Pte. Ltd.0$00.00%−1,606−100.0%Sold out
R Squared Ltd0$00.00%−1,330−100.0%Sold out
Anderson Financial Strategies, LLC0$00.00%−1,230−100.0%Sold out
Belvedere Trading LLC0$00.00%−1,042−100.0%Sold out
Nelson, Van Denburg & Campbell Wealth Management Group, LLC0$00.00%−702−100.0%Sold out
Clarity Asset Management, Inc.0$00.00%−650−100.0%Sold out
Coppell Advisory Solutions LLC0$00.00%−531−100.0%Sold out
Capital A Wealth Management, LLC0$00.00%−500−100.0%Sold out
Bernard Wealth Management Corp.0$00.00%−300−100.0%Sold out
Eagle Bay Advisors LLC0$00.00%−281−100.0%Sold out
Aster Capital Management (DIFC) Ltd0$00.00%−177−100.0%Sold out
Oarsman Capital, Inc.0$00.00%−135−100.0%Sold out
American Capital Advisory, LLC0$00.00%−100−100.0%Sold out
Parvin Asset Management, LLC0$00.00%−40−100.0%Sold out
Measured Risk Portfolios, Inc.0$00.00%−25−100.0%Sold out
Decker Retirement Planning Inc.0$00.00%−15−100.0%Sold out
Sunbelt Securities, Inc.0$00.00%−11−100.0%Sold out
Park Place Capital Corp0$00.00%−9−100.0%Sold out
Tucker Asset Management LLC0$00.00%−5−100.0%Sold out
GPS Wealth Strategies Group, LLC0$00.00%−2−100.0%Sold out
Nuveen Asset Management, LLC––––Not filed
Global Retirement Partners, LLC––––Not filed