Skip to main content

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.

Institutional holdersQ2 2025: 447 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 heldQ2 2025: $8.44B
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, Q2 2025

Shares, value and share of portfolio for each institution holding Unity Software Inc.; share changes are against Q1 2025.

Institutions holding U in Q2 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Commonwealth Equity Services, LLC87,621$2.12M0.00%−419−0.5%Reduced
Empowered Funds, LLC87,624$2.12M0.02%+87,624New
Ensign Peak Advisors, Inc88,947$2.15M0.00%00.0%Unchanged
Cetera Investment Advisers89,046$2.15M0.00%+236+0.3%Added
Arizona State Retirement System89,666$2.17M0.01%+8,781+10.9%Added
Readystate Asset Management LP91,076$2.20M0.09%−11,287−11.0%Reduced
Stifel Financial Corp91,582$2.22M0.00%−17,310−15.9%Reduced
Deutsche Bank AG98,798$2.39M0.00%−6,277−6.0%Reduced
Public Employees Retirement System of Ohio99,371$2.40M0.01%+4,491+4.7%Added
AnglePoint Asset Management Ltd102,735$2.49M4.16%+78,722+327.8%Added
State of New Jersey Common Pension Fund D104,718$2.53M0.01%+3,860+3.8%Added
Tudor Investment Corp Et Al104,753$2.54M0.02%−256,247−71.0%Reduced
ExodusPoint Capital Management, LP110,460$2.67M0.03%+110,460New
Comerica Bank115,173$2.79M0.01%+744+0.7%Added
Creative Planning119,391$2.89M0.00%−2,993−2.4%Reduced
Police & Firemen's Retirement System of New Jersey119,779$2.90M0.03%+8,803+7.9%Added
Pasadena Private Wealth, LLC122,228$2.96M0.51%−5,000−3.9%Reduced
Walleye Capital LLC123,915$3.00M0.03%−12,008−8.8%Reduced
Susquehanna Fundamental Investments, LLC128,710$3.11M0.08%−131,566−50.5%Reduced
Shell Asset Management Co130,577$3.16M0.11%−9,221−6.6%Reduced
Janus Henderson Group PLC134,763$3.26M0.00%+9,363+7.5%Added
Affinity Capital Advisors, LLC136,786$3.31M0.57%00.0%Unchanged
Hidden Cove Wealth Management, LLC141,101$3.41M2.47%00.0%Unchanged
Wolverine Trading, LLC142,260$3.46M0.09%+52,188+57.9%Added
Principal Financial Group Inc144,467$3.50M0.00%−152,508−51.4%Reduced
Treasurer of the State of North Carolina147,940$3.58M0.01%+7,632+5.4%Added
Barometer Capital Management Inc.148,022$3.58M0.99%00.0%Unchanged
Alight Capital Management LP150,000$3.63M0.92%−50,000−25.0%Reduced
Walleye Trading LLC152,948$3.70M0.09%−62,890−29.1%Reduced
Skandinaviska Enskilda Banken AB (publ)153,533$3.72M0.02%+44,849+41.3%Added
Sona Asset Management (US) LLC154,285$3.73M0.13%+154,285New
Potrero Capital Research LLC160,810$3.89M1.81%+160,810New
New York State Common Retirement Fund161,174$3.90M0.01%+19,097+13.4%Added
Y-Intercept (Hong Kong) Ltd162,403$3.93M0.10%+162,403New
Blair William & Co165,657$4.01M0.01%+10,699+6.9%Added
Susquehanna Portfolio Strategies, LLC166,025$4.02M0.09%+166,025New
Weiss Asset Management LP167,652$4.06M0.06%+167,652New
Verition Fund Management LLC167,866$4.06M0.02%+77,618+86.0%Added
Canada Pension Plan Investment Board172,800$4.18M0.00%+81,400+89.1%Added
Voya Investment Management LLC173,666$4.20M0.00%+94,012+118.0%Added
Quantinno Capital Management LP191,173$4.63M0.02%−122,466−39.0%Reduced
Balyasny Asset Management LLC195,304$4.73M0.01%+32,320+19.8%Added
Algert Global LLC197,366$4.78M0.10%+39,630+25.1%Added
Flight Deck Capital, LP199,600$4.83M5.11%−146,300−42.3%Reduced
Temasek Holdings (Private) Ltd208,333$5.04M0.02%+208,333New
Formula Growth Ltd210,000$5.08M1.92%+45,000+27.3%Added
Susquehanna International Group, LLP213,287$5.16M0.01%−126,743−37.3%Reduced
HRT Financial LP216,081$5.23M0.02%+216,081New
Oddo BHF Asset Management SAS216,826$5.25M0.20%+216,826New
SEI Investments Co224,715$5.44M0.01%+201,662+874.8%Added
Price T Rowe Associates Inc235,903$5.71M0.00%+11,510+5.1%Added
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.249,165$6.03M0.00%+4,476+1.8%Added
Beaconlight Capital, LLC257,560$6.23M3.65%+257,560New
J. Goldman & Co LP263,482$6.38M0.20%+140,284+113.9%Added
Mirae Asset Global ETFs Holdings Ltd.266,782$6.46M0.01%+57,205+27.3%Added
Nordea Investment Management AB270,407$6.54M0.01%+270,407New
Universal- Beteiligungs- und Servicegesellschaft mbH274,954$6.65M0.01%−17,735−6.1%Reduced
Alpha Family Trust275,933$6.68M3.31%00.0%Unchanged
State Board of Administration of Florida Retirement System277,270$6.71M0.01%+2,610+1.0%Added
Rhumbline Advisers287,740$6.96M0.01%−29,193−9.2%Reduced
California State Teachers Retirement System290,059$7.02M0.01%+31,530+12.2%Added
Metavasi Capital LP324,395$7.85M3.49%+324,395New
D. E. Shaw & Co., Inc.336,534$8.14M0.01%+186,128+123.8%Added
Wells Fargo & Company352,442$8.53M0.00%−26,659−7.0%Reduced
Twin Tree Management, LP359,042$8.69M0.22%−116,853−24.6%Reduced
Alliancebernstein L.P.368,996$8.93M0.00%−253,455−40.7%Reduced
Polar Capital Holdings Plc397,594$9.62M0.05%−86,225−17.8%Reduced
Millennium Management LLC398,806$9.65M0.01%+147,909+59.0%Added
Shannon River Fund Management LLC405,534$9.81M1.51%+405,534New
Exchange Traded Concepts, LLC411,158$9.95M0.13%−109,229−21.0%Reduced
Whittier Trust Co417,520$10.1M0.12%00.0%Unchanged
Legal & General Group Plc426,816$10.3M0.00%+109,186+34.4%Added
Great Lakes Advisors, LLC441,877$10.7M0.09%+441,877New
Hood River Capital Management LLC455,508$11.0M0.15%+455,508New
Invenomic Capital Management LP489,191$11.8M0.67%+209,147+74.7%Added
Primecap Management Co516,814$12.5M0.01%−142,080−21.6%Reduced
Gotham Asset Management, LLC517,147$12.5M0.08%−108,006−17.3%Reduced
California Public Employees Retirement System520,774$12.6M0.01%+53,015+11.3%Added
Barclays PLC531,655$12.9M0.01%+167,262+45.9%Added
BWCP, LP550,583$13.3M2.18%+550,583New
Blue Grotto Capital, LLC582,766$14.1M1.70%+582,766New
Optimus Prime Fund Management Co., Ltd.585,500$14.2M1.42%00.0%Unchanged
Two Sigma Advisers, LP586,200$14.2M0.03%+124,800+27.0%Added
Swiss National Bank587,000$14.2M0.01%+40,600+7.4%Added
Kora Management LP591,500$14.3M1.76%00.0%Unchanged
Citigroup Inc611,241$14.8M0.01%+97,235+18.9%Added
Kettle Hill Capital Management, LLC614,143$14.9M3.44%+614,143New
Tairen Capital Ltd626,800$15.2M1.55%+147,800+30.9%Added
Royal Bank of Canada628,555$15.2M0.00%−156,886−20.0%Reduced
Citadel Advisors LLC636,837$15.4M0.01%−440,798−40.9%Reduced
Nishkama Capital, LLC750,854$18.2M2.98%+538,233+253.1%Added
Squarepoint Ops LLC752,779$18.2M0.04%+612,405+436.3%Added
Schonfeld Strategic Advisors LLC777,217$18.8M0.14%+554,974+249.7%Added
Jasper Ridge Partners, L.P.783,318$19.0M0.47%00.0%Unchanged
ARK Investment Management LLCSuperinvestorARK Invest881,632$21.3M0.16%+8,284+0.9%Added
HSBC Holdings PLC928,465$22.3M0.01%+337,645+57.1%Added
BNP Paribas Arbitrage, SA937,158$22.7M0.02%+479,319+104.7%Added
Woodson Capital Management, LP1,000,000$24.2M4.34%+156,942+18.6%Added
FengHe Fund Management Pte. Ltd.1,107,702$26.8M4.39%+742,102+203.0%Added
UBS Asset Management Americas Inc1,131,542$27.4M0.01%+318,366+39.2%Added