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 |
|---|---|---|---|---|---|
| Goldman Sachs Group Inc | 1,156,414 | $28.0M | 0.00% | −90,895−7.3% | Reduced |
| Fund 1 Investments, LLC | 1,222,119 | $29.6M | 4.19% | +1,222,119 | New |
| Nuveen, LLC | 1,240,686 | $30.0M | 0.01% | −62,031−4.8% | Reduced |
| Bank of New York Mellon Corp | 1,275,663 | $30.9M | 0.01% | +20,142+1.6% | Added |
| Infinitum Asset Management, LLC | 1,400,000 | $33.9M | 7.50% | +1,400,000 | New |
| Newbrook Capital Advisors LP | 1,407,859 | $34.1M | 4.29% | +1,407,859 | New |
| Stephens Investment Management Group LLC | 1,466,634 | $35.5M | 0.47% | +640,965+77.6% | Added |
| Bank of America Corp | 1,478,991 | $35.8M | 0.00% | −481,892−24.6% | Reduced |
| JPMorgan Chase & Co | 1,609,729 | $39.0M | 0.00% | +1,269,855+373.6% | Added |
| Alyeska Investment Group, L.P. | 1,707,826 | $41.3M | 0.15% | +1,507,826+753.9% | Added |
| Jane Street Group, LLC | 1,715,034 | $41.5M | 0.07% | +1,674,213+4,101.4% | Added |
| Edmond de Rothschild Holding S.A. | 1,751,421 | $42.4M | 0.68% | −336,582−16.1% | Reduced |
| Duquesne Family Office LLCSuperinvestorDuquesne Family Office | 1,774,050 | $42.9M | 1.10% | +1,774,050 | New |
| Northern Trust Corp | 1,776,195 | $43.0M | 0.01% | +30,239+1.7% | Added |
| Neuberger Berman Group LLC | 1,845,260 | $44.7M | 0.03% | +913,781+98.1% | Added |
| Broad Peak Investment Advisers Pte Ltd | 1,984,258 | $48.0M | 14.97% | −448,000−18.4% | Reduced |
| Skye Global Management LP | 2,028,000 | $49.1M | 1.05% | +2,028,000 | New |
| Frontier Capital Management Co LLC | 2,137,262 | $51.7M | 0.48% | +912,526+74.5% | Added |
| Van Eck Associates Corp | 2,190,255 | $53.0M | 0.06% | +190,595+9.5% | Added |
| Charles Schwab Investment Management Inc | 2,388,187 | $57.8M | 0.01% | +221,271+10.2% | Added |
| Fuller & Thaler Asset Management, Inc. | 2,446,406 | $59.2M | 0.22% | +237,871+10.8% | Added |
| Nikko Asset Management Americas, Inc. | 2,627,931 | $63.6M | 0.63% | −230,459−8.1% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 2,637,201 | $63.8M | 0.04% | −221,189−7.7% | Reduced |
| Two Sigma Investments, LP | 3,012,487 | $72.9M | 0.13% | +1,139,230+60.8% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 3,017,147 | $73.0M | 0.26% | +243,990+8.8% | Added |
| Morgan Stanley | 3,343,417 | $80.9M | 0.01% | −291,274−8.0% | Reduced |
| Macquarie Group Ltd | 3,809,450 | $92.2M | 0.11% | −120,707−3.1% | Reduced |
| Point72 Asset Management, L.P. | 3,963,125 | $95.9M | 0.23% | +3,077,865+347.7% | Added |
| Invesco Ltd. | 4,000,773 | $96.8M | 0.02% | −823,314−17.1% | Reduced |
| Dimensional Fund Advisors LP | 4,588,053 | $111.0M | 0.03% | +1,013,682+28.4% | Added |
| Ameriprise Financial Inc | 4,628,328 | $112.0M | 0.03% | +1,270,798+37.8% | Added |
| Geode Capital Management, LLC | 5,064,703 | $122.6M | 0.01% | +36,105+0.7% | Added |
| Castle Hook Partners LP | 5,679,430 | $137.4M | 2.02% | +5,679,430 | New |
| State Street Corp | 5,819,098 | $140.8M | 0.01% | +292,968+5.3% | Added |
| Atreides Management, LP | 6,171,155 | $149.3M | 4.14% | −3,259,800−34.6% | Reduced |
| UBS Group AG | 6,198,149 | $150.0M | 0.03% | −130,842−2.1% | Reduced |
| Norges Bank | 6,248,795 | $151.2M | 0.02% | −5,763,047−48.0% | Reduced |
| FMR LLC | 6,717,156 | $162.6M | 0.01% | +2,338,280+53.4% | Added |
| Resolute Partners Group | 7,313,576 | $177.0M | 43.96% | −1,947,653−21.0% | Reduced |
| Wellington Management Group LLP | 11,476,198 | $277.7M | 0.05% | +1,097,301+10.6% | Added |
| Capital Research Global Investors | 14,133,314 | $342.0M | 0.07% | +2,024,155+16.7% | Added |
| Slate Path Capital LP | 20,016,952 | $484.4M | 8.35% | +4,048,484+25.4% | Added |
| Capital International Investors | 20,608,111 | $498.7M | 0.09% | +256,687+1.3% | Added |
| BlackRock, Inc. | 23,129,346 | $559.7M | 0.01% | −3,402,224−12.8% | Reduced |
| SC US (TTGP), Ltd. | 31,932,183 | $772.8M | 5.46% | −2,2590.0% | Reduced |
| Vanguard Group Inc | 33,626,318 | $813.8M | 0.01% | +661,797+2.0% | Added |
| Silver Lake Group, L.L.C. | 34,735,404 | $840.6M | 16.71% | 00.0% | Unchanged |
| Contrarius Group Holdings Ltd | 0 | $0 | 0.00% | −1,994,091−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −1,092,090−100.0% | Sold out |
| Yong Rong (HK) Asset Management Ltd | 0 | $0 | 0.00% | −1,000,000−100.0% | Sold out |
| Lord, Abbett & Co. LLC | 0 | $0 | 0.00% | −610,280−100.0% | Sold out |
| Hidden Lake Asset Management LP | 0 | $0 | 0.00% | −391,540−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −341,929−100.0% | Sold out |
| Suvretta Capital Management, LLC | 0 | $0 | 0.00% | −339,560−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −311,612−100.0% | Sold out |
| Adage Capital Partners GP, L.L.C. | 0 | $0 | 0.00% | −200,000−100.0% | Sold out |
| Quinn Opportunity Partners LLC | 0 | $0 | 0.00% | −166,801−100.0% | Sold out |
| Cinctive Capital Management LP | 0 | $0 | 0.00% | −126,977−100.0% | Sold out |
| Rip Road Capital Partners LP | 0 | $0 | 0.00% | −123,000−100.0% | Sold out |
| Wealth Enhancement Advisory Services, LLC | 0 | $0 | 0.00% | −113,068−100.0% | Sold out |
| HB Wealth Management, LLC | 0 | $0 | 0.00% | −111,563−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −81,645−100.0% | Sold out |
| Encompass More Asset Management | 0 | $0 | 0.00% | −76,242−100.0% | Sold out |
| Coldstream Capital Management Inc | 0 | $0 | 0.00% | −69,096−100.0% | Sold out |
| Harbert Fund Advisors, Inc. | 0 | $0 | 0.00% | −57,500−100.0% | Sold out |
| Marathon Trading Investment Management LLC | 0 | $0 | 0.00% | −56,200−100.0% | Sold out |
| Keystone Investors Pte Ltd | 0 | $0 | 0.00% | −53,310−100.0% | Sold out |
| Quantessence Capital LLC | 0 | $0 | 0.00% | −51,119−100.0% | Sold out |
| IMC-Chicago, LLC | 0 | $0 | 0.00% | −43,307−100.0% | Sold out |
| PDT Partners, LLC | 0 | $0 | 0.00% | −42,600−100.0% | Sold out |
| Bouvel Investment Partners, LLC | 0 | $0 | 0.00% | −35,595−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −30,062−100.0% | Sold out |
| Diametric Capital, LP | 0 | $0 | 0.00% | −29,524−100.0% | Sold out |
| Janney Montgomery Scott LLC | 0 | $0 | 0.00% | −29,085−100.0% | Sold out |
| Sherbrooke Park Advisers LLC | 0 | $0 | 0.00% | −28,975−100.0% | Sold out |
| Elo Mutual Pension Insurance Co | 0 | $0 | 0.00% | −25,298−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −24,930−100.0% | Sold out |
| Jessup Wealth Management, Inc | 0 | $0 | 0.00% | −23,667−100.0% | Sold out |
| Oppenheimer & Co Inc | 0 | $0 | 0.00% | −22,098−100.0% | Sold out |
| WESPAC Advisors SoCal, LLC | 0 | $0 | 0.00% | −20,942−100.0% | Sold out |
| Washington Capital Management Inc | 0 | $0 | 0.00% | −20,200−100.0% | Sold out |
| Emerald Advisers, LLC | 0 | $0 | 0.00% | −19,516−100.0% | Sold out |
| Stansberry Asset Management, LLC | 0 | $0 | 0.00% | −18,437−100.0% | Sold out |
| Pallas Capital Advisors LLC | 0 | $0 | 0.00% | −16,282−100.0% | Sold out |
| Qsemble Capital Management, LP | 0 | $0 | 0.00% | −15,416−100.0% | Sold out |
| Erste Asset Management GmbH | 0 | $0 | 0.00% | −15,120−100.0% | Sold out |
| Allianz Asset Management GmbH | 0 | $0 | 0.00% | −13,200−100.0% | Sold out |
| AXA S.A. | 0 | $0 | 0.00% | −12,954−100.0% | Sold out |
| Toroso Investments, LLC | 0 | $0 | 0.00% | −12,849−100.0% | Sold out |
| American Century Companies Inc | 0 | $0 | 0.00% | −12,424−100.0% | Sold out |
| TownSquare Capital, LLC | 0 | $0 | 0.00% | −12,372−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −11,979−100.0% | Sold out |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −11,835−100.0% | Sold out |
| Merit Financial Group, LLC | 0 | $0 | 0.00% | −11,504−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| Bank Julius Baer & Co. Ltd, Zurich | 0 | $0 | 0.00% | −6,003−100.0% | Sold out |
| Corebridge Financial, Inc. | 0 | $0 | 0.00% | −3,564−100.0% | Sold out |
| Migdal Insurance & Financial Holdings Ltd. | 0 | $0 | 0.00% | −1,835−100.0% | Sold out |
| GF Fund Management Co. Ltd. | 0 | $0 | 0.00% | −1,403−100.0% | Sold out |
| Boston Private Wealth LLC | 0 | $0 | 0.00% | −895−100.0% | Sold out |