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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.

Q2 2025 vs. Q1 2025

How the institutions holding Unity Software Inc. changed between Q1 2025 and Q2 2025.

All holders in Q2 2025All holders in Q1 2025

13F holders of U: Q1 2025 compared with Q2 2025
MeasureQ1 2025Of which not filed for Q2 2025Q2 2025Change
Holders4273447+23
Shares330.4M14.6K348.6M+18.2M (+5.5%)
Value$6.47B$286.5K$8.44B+$1.97B (+30.4%)

3 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so the changes leave them out.

New holders (98)

Institutions that held Unity Software Inc. at the end of Q2 2025 but not at the end of Q1 2025.

Institutions new to U in Q2 2025
InstitutionSharesValue% of portfolio
Castle Hook Partners LP5,679,430$137.4M2.02%
Skye Global Management LP2,028,000$49.1M1.05%
Duquesne Family Office LLCSuperinvestorDuquesne Family Office1,774,050$42.9M1.10%
Newbrook Capital Advisors LP1,407,859$34.1M4.29%
Infinitum Asset Management, LLC1,400,000$33.9M7.50%
Fund 1 Investments, LLC1,222,119$29.6M4.19%
Kettle Hill Capital Management, LLC614,143$14.9M3.44%
Blue Grotto Capital, LLC582,766$14.1M1.70%
BWCP, LP550,583$13.3M2.18%
Hood River Capital Management LLC455,508$11.0M0.15%
Great Lakes Advisors, LLC441,877$10.7M0.09%
Shannon River Fund Management LLC405,534$9.81M1.51%
Metavasi Capital LP324,395$7.85M3.49%
Nordea Investment Management AB270,407$6.54M0.01%
Beaconlight Capital, LLC257,560$6.23M3.65%
Oddo BHF Asset Management SAS216,826$5.25M0.20%
HRT Financial LP216,081$5.23M0.02%
Temasek Holdings (Private) Ltd208,333$5.04M0.02%
Weiss Asset Management LP167,652$4.06M0.06%
Susquehanna Portfolio Strategies, LLC166,025$4.02M0.09%
Y-Intercept (Hong Kong) Ltd162,403$3.93M0.10%
Potrero Capital Research LLC160,810$3.89M1.81%
Sona Asset Management (US) LLC154,285$3.73M0.13%
ExodusPoint Capital Management, LP110,460$2.67M0.03%
Empowered Funds, LLC87,624$2.12M0.02%
Citizens Financial Group Inc83,603$2.02M0.03%
Cambria Investment Management, L.P.80,518$1.95M0.13%
EVR Research LP60,000$1.45M0.76%
HighVista Strategies LLC57,100$1.38M0.51%
STRS Ohio52,222$1.26M0.00%
SG Americas Securities, LLC49,251$1.19M0.01%
CSS LLC46,300$1.12M0.07%
Caption Management, LLC45,000$1.09M0.10%
Teachers Retirement System of the State of Kentucky40,998$992.0K0.01%
Inceptionr LLC40,486$979.8K0.23%
Picton Mahoney Asset Management32,490$787.0K0.01%
Campbell & CO Investment Adviser LLC31,956$773.3K0.05%
State of Wyoming29,774$720.5K0.09%
Oak Thistle LLC29,311$709.3K0.10%
Acadian Asset Management LLC21,539$519.0K0.00%
Woodline Partners LP19,976$483.4K0.00%
Nomura Holdings Inc19,376$468.9K0.00%
Banco Bilbao Vizcaya Argentaria, S.A.15,829$380.9K0.00%
RBF Capital, LLC15,000$363.0K0.02%
Landscape Capital Management, L.L.C.13,928$337.1K0.03%
Atom Investors LP13,127$317.7K0.03%
QRG Capital Management, Inc.12,996$314.5K0.00%
Callan Family Office, LLC12,592$304.7K0.01%
Austin Wealth Management, LLC8,593$286.7K0.05%
Ethic Inc.11,765$286.1K0.01%
Marex Group plc11,630$281.4K0.01%
Wedmont Private Capital9,459$277.6K0.01%
Stephens Inc11,355$274.8K0.00%
CIBC World Markets Inc.10,670$258.2K0.00%
Forum Financial Management, LP10,594$256.4K0.00%
Envestnet Asset Management Inc9,850$238.4K0.00%
Cambridge Investment Research Advisors, Inc.9,817$238.0K0.00%
Quantitative Investment Management, LLC9,863$238.0K0.03%
TCG Advisory Services, LLC9,671$234.0K0.01%
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management9,590$232.1K0.01%
United Capital Financial Advisers, LLC9,330$225.8K0.00%
Snowden Capital Advisors LLC8,939$216.3K0.01%
Guggenheim Capital LLC8,927$216.0K0.00%
Massar Capital Management, LP8,900$215.4K0.16%
Jefferies Financial Group Inc.8,490$205.5K0.00%
Norden Group LLC8,380$202.8K0.02%
SummitTX Capital, L.P.8,366$202.5K0.01%
Point72 Asia (Singapore) Pte. Ltd.7,291$176.4K0.03%
Toronto Dominion Bank4,945$119.7K0.00%
Strategic Investment Solutions, Inc.4,208$101.8K0.03%
Assetmark, Inc3,988$96.5K0.00%
BNP PARIBAS ASSET MANAGEMENT Holding S.A.2,997$73.0K0.00%
Wolverine Asset Management LLC2,680$64.9K0.00%
Quarry LP1,934$46.8K0.01%
Atlantic Union Bankshares Corp1,160$28.1K0.00%
CX Institutional1,014$25.0K0.00%
Global Retirement Partners, LLC496$12.0K0.00%
DHJJ Financial Advisors, Ltd.200$4.84K0.00%
Twin Peaks Wealth Advisors, LLC109$4.07K0.00%
Fortitude Family Office, LLC123$2.98K0.00%
Brown Brothers Harriman & Co121$2.93K0.00%
Family Legacy Financial Solutions, LLC100$2.42K0.00%
Total Investment Management Inc90$2.18K0.00%
Capital A Wealth Management, LLC40$1.64K0.02%
Bogart Wealth, LLC52$1.26K0.00%
Cullen/Frost Bankers, Inc.50$1.21K0.00%
Mount Yale Investment Advisors, LLC50$1.21K0.00%
WPG Advisers, LLC49$1.19K0.00%
Stone House Investment Management, LLC46$1.11K0.00%
Spire Wealth Management35$8520.00%
Scarborough Advisors, LLC14$3390.00%
Sunbelt Securities, Inc.11$2470.00%
GHP Investment Advisors, Inc.10$2420.00%
Atticus Wealth Management, LLC10$2420.00%
Rialto Wealth Management, LLC10$2420.00%
IMA Wealth, Inc.9$2180.00%
Creative Financial Designs Inc5$1210.00%
DecisionPoint Financial, LLC2$490.00%

Sold out (75)

Institutions that held Unity Software Inc. at the end of Q1 2025 and filed for Q2 2025 without it.

Institutions that sold out of U in Q2 2025
InstitutionShares, Q1 2025Value, Q1 2025
Contrarius Group Holdings Ltd1,994,091$39.1M
Voloridge Investment Management, LLC1,092,090$21.4M
Yong Rong (HK) Asset Management Ltd1,000,000$19.6M
Lord, Abbett & Co. LLC610,280$12.0M
Hidden Lake Asset Management LP391,540$7.67M
Twinbeech Capital LP341,929$6.70M
Suvretta Capital Management, LLC339,560$6.65M
Aquatic Capital Management LLC311,612$6.10M
Adage Capital Partners GP, L.L.C.200,000$3.92M
Quinn Opportunity Partners LLC166,801$3.27M
Cinctive Capital Management LP126,977$2.49M
Rip Road Capital Partners LP123,000$2.41M
Wealth Enhancement Advisory Services, LLC113,068$2.21M
HB Wealth Management, LLC111,563$2.19M
Engineers Gate Manager LP81,645$1.60M
Encompass More Asset Management76,242$1.49M
Coldstream Capital Management Inc69,096$1.35M
Harbert Fund Advisors, Inc.57,500$1.13M
Marathon Trading Investment Management LLC56,200$1.10M
Keystone Investors Pte Ltd53,310$1.04M
Quantessence Capital LLC51,119$1.00M
IMC-Chicago, LLC43,307$848.4K
PDT Partners, LLC42,600$834.5K
Bouvel Investment Partners, LLC35,595$805.2K
Dark Forest Capital Management LP30,062$588.9K
Diametric Capital, LP29,524$578.4K
Janney Montgomery Scott LLC29,085$570.0K
Sherbrooke Park Advisers LLC28,975$567.6K
Elo Mutual Pension Insurance Co25,298$495.6K
Aigen Investment Management, LP24,930$488.4K
Jessup Wealth Management, Inc23,667$463.6K
Oppenheimer & Co Inc22,098$432.9K
WESPAC Advisors SoCal, LLC20,942$410.3K
Washington Capital Management Inc20,200$395.7K
Emerald Advisers, LLC19,516$382.3K
Stansberry Asset Management, LLC18,437$361.2K
Pallas Capital Advisors LLC16,282$319.0K
Qsemble Capital Management, LP15,416$302.0K
Erste Asset Management GmbH15,120$296.2K
Allianz Asset Management GmbH13,200$258.6K
AXA S.A.12,954$253.8K
Toroso Investments, LLC12,849$251.7K
American Century Companies Inc12,424$243.4K
TownSquare Capital, LLC12,372$242.4K
Two Sigma Securities, LLC11,979$234.7K
Prelude Capital Management, LLC11,835$231.8K
Merit Financial Group, LLC11,504$225.4K
Marshall Wace, LLP10,000$195.9K
Bank Julius Baer & Co. Ltd, Zurich6,003$117.6K
Corebridge Financial, Inc.3,564$69.8K
Migdal Insurance & Financial Holdings Ltd.1,835$37.0K
GF Fund Management Co. Ltd.1,403$27.5K
Boston Private Wealth LLC895$17.5K
Stonebridge Financial Group, LLC737$14.4K
Advisors Asset Management, Inc.658$12.9K
Quadrant Capital Group LLC277$5.43K
Clearstead Advisors, LLC237$4.64K
Quent Capital, LLC210$4.11K
Flaharty Asset Management, LLC200$3.92K
Painted Porch Advisors LLC110$2.15K
Hexagon Capital Partners LLC102$2.00K
Trivant Custom Portfolio Group, LLC100$1.96K
CarsonAllaria Wealth Management, Ltd.68$1.33K
Lord & Richards Wealth Management, LLC68$1.33K
DAGCO, Inc.30$588
Global Financial Private Client, LLC30$588
Fifth Third Bancorp17$333
Provenance Wealth Advisors, LLC13$255
CoreCap Advisors, LLC12$235
Eukles Asset Management10$196
Winnow Wealth LLC7$126
Umb Bank N A6$118
Highline Wealth Partners LLC6$118
Hazlett, Burt & Watson, Inc.4$0
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund12$0

Not filed for Q2 2025 yet (3)

Institutions that held Unity Software Inc. at the end of Q1 2025 and haven't filed a 13F for Q2 2025. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding U in Q1 2025 that haven't filed for Q2 2025
InstitutionShares, Q1 2025Value, Q1 2025
Lindbrook Capital, LLC13,834$271.0K
Credit Agricole S A629$12.3K
Sandy Spring Bank160$3.13K