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, Q2 2025
Institutional positions in Unity Software Inc. as of Jun 30, 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
- 447
- +23 vs. Q1 2025
- Shares held
- 348.6M
- +18.2M (+5.5%) vs. Q1 2025
- Total value
- $8.44B
- +$1.97B (+30.4%) vs. Q1 2025
- New holders
- 98
- 149 more added
- Sold out
- 75
- 126 more reduced
3 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: 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, Q2 2025
Shares, value and share of portfolio for each institution holding Unity Software Inc.; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Silver Lake Group, L.L.C. | 34,735,404 | $840.6M | 16.71% | 00.0% | Unchanged |
| Vanguard Group Inc | 33,626,318 | $813.8M | 0.01% | +661,797+2.0% | Added |
| SC US (TTGP), Ltd. | 31,932,183 | $772.8M | 5.46% | −2,2590.0% | Reduced |
| BlackRock, Inc. | 23,129,346 | $559.7M | 0.01% | −3,402,224−12.8% | Reduced |
| Capital International Investors | 20,608,111 | $498.7M | 0.09% | +256,687+1.3% | Added |
| Slate Path Capital LP | 20,016,952 | $484.4M | 8.35% | +4,048,484+25.4% | Added |
| Capital Research Global Investors | 14,133,314 | $342.0M | 0.07% | +2,024,155+16.7% | Added |
| Wellington Management Group LLP | 11,476,198 | $277.7M | 0.05% | +1,097,301+10.6% | Added |
| Resolute Partners Group | 7,313,576 | $177.0M | 43.96% | −1,947,653−21.0% | Reduced |
| FMR LLC | 6,717,156 | $162.6M | 0.01% | +2,338,280+53.4% | Added |
| Norges Bank | 6,248,795 | $151.2M | 0.02% | −5,763,047−48.0% | Reduced |
| UBS Group AG | 6,198,149 | $150.0M | 0.03% | −130,842−2.1% | Reduced |
| Atreides Management, LP | 6,171,155 | $149.3M | 4.14% | −3,259,800−34.6% | Reduced |
| State Street Corp | 5,819,098 | $140.8M | 0.01% | +292,968+5.3% | Added |
| Castle Hook Partners LP | 5,679,430 | $137.4M | 2.02% | +5,679,430 | New |
| Geode Capital Management, LLC | 5,064,703 | $122.6M | 0.01% | +36,105+0.7% | Added |
| Ameriprise Financial Inc | 4,628,328 | $112.0M | 0.03% | +1,270,798+37.8% | Added |
| Dimensional Fund Advisors LP | 4,588,053 | $111.0M | 0.03% | +1,013,682+28.4% | Added |
| Invesco Ltd. | 4,000,773 | $96.8M | 0.02% | −823,314−17.1% | Reduced |
| Point72 Asset Management, L.P. | 3,963,125 | $95.9M | 0.23% | +3,077,865+347.7% | Added |
| Macquarie Group Ltd | 3,809,450 | $92.2M | 0.11% | −120,707−3.1% | Reduced |
| Morgan Stanley | 3,343,417 | $80.9M | 0.01% | −291,274−8.0% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 3,017,147 | $73.0M | 0.26% | +243,990+8.8% | Added |
| Two Sigma Investments, LP | 3,012,487 | $72.9M | 0.13% | +1,139,230+60.8% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 2,637,201 | $63.8M | 0.04% | −221,189−7.7% | Reduced |
| Nikko Asset Management Americas, Inc. | 2,627,931 | $63.6M | 0.63% | −230,459−8.1% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 2,446,406 | $59.2M | 0.22% | +237,871+10.8% | Added |
| Charles Schwab Investment Management Inc | 2,388,187 | $57.8M | 0.01% | +221,271+10.2% | Added |
| Van Eck Associates Corp | 2,190,255 | $53.0M | 0.06% | +190,595+9.5% | Added |
| Frontier Capital Management Co LLC | 2,137,262 | $51.7M | 0.48% | +912,526+74.5% | Added |
| Skye Global Management LP | 2,028,000 | $49.1M | 1.05% | +2,028,000 | New |
| Broad Peak Investment Advisers Pte Ltd | 1,984,258 | $48.0M | 14.97% | −448,000−18.4% | Reduced |
| Neuberger Berman Group LLC | 1,845,260 | $44.7M | 0.03% | +913,781+98.1% | Added |
| Northern Trust Corp | 1,776,195 | $43.0M | 0.01% | +30,239+1.7% | Added |
| Duquesne Family Office LLCSuperinvestorDuquesne Family Office | 1,774,050 | $42.9M | 1.10% | +1,774,050 | New |
| Edmond de Rothschild Holding S.A. | 1,751,421 | $42.4M | 0.68% | −336,582−16.1% | Reduced |
| Jane Street Group, LLC | 1,715,034 | $41.5M | 0.07% | +1,674,213+4,101.4% | Added |
| Alyeska Investment Group, L.P. | 1,707,826 | $41.3M | 0.15% | +1,507,826+753.9% | Added |
| JPMorgan Chase & Co | 1,609,729 | $39.0M | 0.00% | +1,269,855+373.6% | Added |
| Bank of America Corp | 1,478,991 | $35.8M | 0.00% | −481,892−24.6% | Reduced |
| Stephens Investment Management Group LLC | 1,466,634 | $35.5M | 0.47% | +640,965+77.6% | Added |
| Newbrook Capital Advisors LP | 1,407,859 | $34.1M | 4.29% | +1,407,859 | New |
| Infinitum Asset Management, LLC | 1,400,000 | $33.9M | 7.50% | +1,400,000 | New |
| Bank of New York Mellon Corp | 1,275,663 | $30.9M | 0.01% | +20,142+1.6% | Added |
| Nuveen, LLC | 1,240,686 | $30.0M | 0.01% | −62,031−4.8% | Reduced |
| Fund 1 Investments, LLC | 1,222,119 | $29.6M | 4.19% | +1,222,119 | New |
| Goldman Sachs Group Inc | 1,156,414 | $28.0M | 0.00% | −90,895−7.3% | Reduced |
| UBS Asset Management Americas Inc | 1,131,542 | $27.4M | 0.01% | +318,366+39.2% | Added |
| FengHe Fund Management Pte. Ltd. | 1,107,702 | $26.8M | 4.39% | +742,102+203.0% | Added |
| Woodson Capital Management, LP | 1,000,000 | $24.2M | 4.34% | +156,942+18.6% | Added |
| BNP Paribas Arbitrage, SA | 937,158 | $22.7M | 0.02% | +479,319+104.7% | Added |
| HSBC Holdings PLC | 928,465 | $22.3M | 0.01% | +337,645+57.1% | Added |
| ARK Investment Management LLCSuperinvestorARK Invest | 881,632 | $21.3M | 0.16% | +8,284+0.9% | Added |
| Jasper Ridge Partners, L.P. | 783,318 | $19.0M | 0.47% | 00.0% | Unchanged |
| Schonfeld Strategic Advisors LLC | 777,217 | $18.8M | 0.14% | +554,974+249.7% | Added |
| Squarepoint Ops LLC | 752,779 | $18.2M | 0.04% | +612,405+436.3% | Added |
| Nishkama Capital, LLC | 750,854 | $18.2M | 2.98% | +538,233+253.1% | Added |
| Citadel Advisors LLC | 636,837 | $15.4M | 0.01% | −440,798−40.9% | Reduced |
| Royal Bank of Canada | 628,555 | $15.2M | 0.00% | −156,886−20.0% | Reduced |
| Tairen Capital Ltd | 626,800 | $15.2M | 1.55% | +147,800+30.9% | Added |
| Kettle Hill Capital Management, LLC | 614,143 | $14.9M | 3.44% | +614,143 | New |
| Citigroup Inc | 611,241 | $14.8M | 0.01% | +97,235+18.9% | Added |
| Kora Management LP | 591,500 | $14.3M | 1.76% | 00.0% | Unchanged |
| Swiss National Bank | 587,000 | $14.2M | 0.01% | +40,600+7.4% | Added |
| Two Sigma Advisers, LP | 586,200 | $14.2M | 0.03% | +124,800+27.0% | Added |
| Optimus Prime Fund Management Co., Ltd. | 585,500 | $14.2M | 1.42% | 00.0% | Unchanged |
| Blue Grotto Capital, LLC | 582,766 | $14.1M | 1.70% | +582,766 | New |
| BWCP, LP | 550,583 | $13.3M | 2.18% | +550,583 | New |
| Barclays PLC | 531,655 | $12.9M | 0.01% | +167,262+45.9% | Added |
| California Public Employees Retirement System | 520,774 | $12.6M | 0.01% | +53,015+11.3% | Added |
| Gotham Asset Management, LLC | 517,147 | $12.5M | 0.08% | −108,006−17.3% | Reduced |
| Primecap Management Co | 516,814 | $12.5M | 0.01% | −142,080−21.6% | Reduced |
| Invenomic Capital Management LP | 489,191 | $11.8M | 0.67% | +209,147+74.7% | Added |
| Hood River Capital Management LLC | 455,508 | $11.0M | 0.15% | +455,508 | New |
| Great Lakes Advisors, LLC | 441,877 | $10.7M | 0.09% | +441,877 | New |
| Legal & General Group Plc | 426,816 | $10.3M | 0.00% | +109,186+34.4% | Added |
| Whittier Trust Co | 417,520 | $10.1M | 0.12% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 411,158 | $9.95M | 0.13% | −109,229−21.0% | Reduced |
| Shannon River Fund Management LLC | 405,534 | $9.81M | 1.51% | +405,534 | New |
| Millennium Management LLC | 398,806 | $9.65M | 0.01% | +147,909+59.0% | Added |
| Polar Capital Holdings Plc | 397,594 | $9.62M | 0.05% | −86,225−17.8% | Reduced |
| Alliancebernstein L.P. | 368,996 | $8.93M | 0.00% | −253,455−40.7% | Reduced |
| Twin Tree Management, LP | 359,042 | $8.69M | 0.22% | −116,853−24.6% | Reduced |
| Wells Fargo & Company | 352,442 | $8.53M | 0.00% | −26,659−7.0% | Reduced |
| D. E. Shaw & Co., Inc. | 336,534 | $8.14M | 0.01% | +186,128+123.8% | Added |
| Metavasi Capital LP | 324,395 | $7.85M | 3.49% | +324,395 | New |
| California State Teachers Retirement System | 290,059 | $7.02M | 0.01% | +31,530+12.2% | Added |
| Rhumbline Advisers | 287,740 | $6.96M | 0.01% | −29,193−9.2% | Reduced |
| State Board of Administration of Florida Retirement System | 277,270 | $6.71M | 0.01% | +2,610+1.0% | Added |
| Alpha Family Trust | 275,933 | $6.68M | 3.31% | 00.0% | Unchanged |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 274,954 | $6.65M | 0.01% | −17,735−6.1% | Reduced |
| Nordea Investment Management AB | 270,407 | $6.54M | 0.01% | +270,407 | New |
| Mirae Asset Global ETFs Holdings Ltd. | 266,782 | $6.46M | 0.01% | +57,205+27.3% | Added |
| J. Goldman & Co LP | 263,482 | $6.38M | 0.20% | +140,284+113.9% | Added |
| Beaconlight Capital, LLC | 257,560 | $6.23M | 3.65% | +257,560 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 249,165 | $6.03M | 0.00% | +4,476+1.8% | Added |
| Price T Rowe Associates Inc | 235,903 | $5.71M | 0.00% | +11,510+5.1% | Added |
| SEI Investments Co | 224,715 | $5.44M | 0.01% | +201,662+874.8% | Added |
| Oddo BHF Asset Management SAS | 216,826 | $5.25M | 0.20% | +216,826 | New |
| HRT Financial LP | 216,081 | $5.23M | 0.02% | +216,081 | New |