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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, 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
Susquehanna International Group, LLP213,287$5.16M0.01%−126,743−37.3%Reduced
Formula Growth Ltd210,000$5.08M1.92%+45,000+27.3%Added
Temasek Holdings (Private) Ltd208,333$5.04M0.02%+208,333New
Flight Deck Capital, LP199,600$4.83M5.11%−146,300−42.3%Reduced
Algert Global LLC197,366$4.78M0.10%+39,630+25.1%Added
Balyasny Asset Management LLC195,304$4.73M0.01%+32,320+19.8%Added
Quantinno Capital Management LP191,173$4.63M0.02%−122,466−39.0%Reduced
Voya Investment Management LLC173,666$4.20M0.00%+94,012+118.0%Added
Canada Pension Plan Investment Board172,800$4.18M0.00%+81,400+89.1%Added
Verition Fund Management LLC167,866$4.06M0.02%+77,618+86.0%Added
Weiss Asset Management LP167,652$4.06M0.06%+167,652New
Susquehanna Portfolio Strategies, LLC166,025$4.02M0.09%+166,025New
Blair William & Co165,657$4.01M0.01%+10,699+6.9%Added
Y-Intercept (Hong Kong) Ltd162,403$3.93M0.10%+162,403New
New York State Common Retirement Fund161,174$3.90M0.01%+19,097+13.4%Added
Potrero Capital Research LLC160,810$3.89M1.81%+160,810New
Sona Asset Management (US) LLC154,285$3.73M0.13%+154,285New
Skandinaviska Enskilda Banken AB (publ)153,533$3.72M0.02%+44,849+41.3%Added
Walleye Trading LLC152,948$3.70M0.09%−62,890−29.1%Reduced
Alight Capital Management LP150,000$3.63M0.92%−50,000−25.0%Reduced
Barometer Capital Management Inc.148,022$3.58M0.99%00.0%Unchanged
Treasurer of the State of North Carolina147,940$3.58M0.01%+7,632+5.4%Added
Principal Financial Group Inc144,467$3.50M0.00%−152,508−51.4%Reduced
Wolverine Trading, LLC142,260$3.46M0.09%+52,188+57.9%Added
Hidden Cove Wealth Management, LLC141,101$3.41M2.47%00.0%Unchanged
Affinity Capital Advisors, LLC136,786$3.31M0.57%00.0%Unchanged
Janus Henderson Group PLC134,763$3.26M0.00%+9,363+7.5%Added
Shell Asset Management Co130,577$3.16M0.11%−9,221−6.6%Reduced
Susquehanna Fundamental Investments, LLC128,710$3.11M0.08%−131,566−50.5%Reduced
Walleye Capital LLC123,915$3.00M0.03%−12,008−8.8%Reduced
Pasadena Private Wealth, LLC122,228$2.96M0.51%−5,000−3.9%Reduced
Police & Firemen's Retirement System of New Jersey119,779$2.90M0.03%+8,803+7.9%Added
Creative Planning119,391$2.89M0.00%−2,993−2.4%Reduced
Comerica Bank115,173$2.79M0.01%+744+0.7%Added
ExodusPoint Capital Management, LP110,460$2.67M0.03%+110,460New
Tudor Investment Corp Et Al104,753$2.54M0.02%−256,247−71.0%Reduced
State of New Jersey Common Pension Fund D104,718$2.53M0.01%+3,860+3.8%Added
AnglePoint Asset Management Ltd102,735$2.49M4.16%+78,722+327.8%Added
Public Employees Retirement System of Ohio99,371$2.40M0.01%+4,491+4.7%Added
Deutsche Bank AG98,798$2.39M0.00%−6,277−6.0%Reduced
Stifel Financial Corp91,582$2.22M0.00%−17,310−15.9%Reduced
Readystate Asset Management LP91,076$2.20M0.09%−11,287−11.0%Reduced
Arizona State Retirement System89,666$2.17M0.01%+8,781+10.9%Added
Cetera Investment Advisers89,046$2.15M0.00%+236+0.3%Added
Ensign Peak Advisors, Inc88,947$2.15M0.00%00.0%Unchanged
Empowered Funds, LLC87,624$2.12M0.02%+87,624New
Commonwealth Equity Services, LLC87,621$2.12M0.00%−419−0.5%Reduced
SBI Securities Co., Ltd.85,472$2.07M0.06%+3,056+3.7%Added
Citizens Financial Group Inc83,603$2.02M0.03%+83,603New
Integrated Wealth Concepts LLC83,145$2.01M0.02%−5,782−6.5%Reduced
Kennedy Capital Management, Inc.81,129$1.96M0.05%+27,671+51.8%Added
Cambria Investment Management, L.P.80,518$1.95M0.13%+80,518New
Manufacturers Life Insurance Company, The80,398$1.95M0.00%−10,878−11.9%Reduced
CenterBook Partners LP79,325$1.92M0.11%−117,788−59.8%Reduced
Brevan Howard Capital Management LP78,231$1.89M0.02%+64,721+479.1%Added
National Philanthropic Trust76,572$1.85M0.02%00.0%Unchanged
Calamos Advisors LLC75,585$1.83M0.01%00.0%Unchanged
Handelsbanken Fonder AB75,300$1.82M0.01%+900+1.2%Added
Ieq Capital, LLC73,606$1.78M0.01%−11,402−13.4%Reduced
GMT Capital Corp73,100$1.77M0.07%00.0%Unchanged
Teacher Retirement System of Texas71,165$1.72M0.01%−1,353,135−95.0%Reduced
KLP Kapitalforvaltning AS63,000$1.52M0.01%+3,800+6.4%Added
Davy Global Fund Management Ltd62,854$1.52M0.14%+23,006+57.7%Added
LPL Financial LLC62,289$1.51M0.00%−2,401−3.7%Reduced
Moors & Cabot, Inc.61,095$1.48M0.07%+10,725+21.3%Added
DnB Asset Management AS60,452$1.46M0.01%−36,109−37.4%Reduced
Advisory Services Network, LLC43,702$1.46M0.02%+5,255+13.7%Added
EVR Research LP60,000$1.45M0.76%+60,000New
HighVista Strategies LLC57,100$1.38M0.51%+57,100New
Cerity Partners LLC55,722$1.35M0.00%−71,989−56.4%Reduced
Zurcher Kantonalbank (Zurich Cantonalbank)55,404$1.34M0.00%+6,540+13.4%Added
Taconic Capital Advisors LP55,000$1.33M0.15%−10,000−15.4%Reduced
RPG Investment Advisory, LLC53,525$1.30M0.16%+3,435+6.9%Added
Hel Ved Capital Management Ltd52,600$1.27M0.57%+35,200+202.3%Added
STRS Ohio52,222$1.26M0.00%+52,222New
Sphera Management Technology Funds Ltd50,000$1.21M0.74%00.0%Unchanged
State of Wisconsin Investment Board49,461$1.20M0.00%−49−0.1%Reduced
SG Americas Securities, LLC49,251$1.19M0.01%+49,251New
Parallel Advisors, LLC49,216$1.19M0.02%−1,254−2.5%Reduced
Sender Co & Partners, Inc.48,513$1.17M0.33%−55,743−53.5%Reduced
CSS LLC46,300$1.12M0.07%+46,300New
Caption Management, LLC45,000$1.09M0.10%+45,000New
Pictet Asset Management Holding SA44,621$1.08M0.00%−1,431,609−97.0%Reduced
HighTower Advisors, LLC43,564$1.05M0.00%−35,167−44.7%Reduced
Parallax Volatility Advisers, L.P.41,474$1.00M0.04%−9,086−18.0%Reduced
Teachers Retirement System of the State of Kentucky40,998$992.0K0.01%+40,998New
Inceptionr LLC40,486$979.8K0.23%+40,486New
Penserra Capital Management LLC39,940$966.0K0.01%−4,845−10.8%Reduced
Vontobel Holding Ltd.39,380$953.0K0.00%−7,910−16.7%Reduced
Nissay Asset Management Corp38,840$939.9K0.01%+881+2.3%Added
AQR Capital Management LLC38,045$920.7K0.00%−1,113,847−96.7%Reduced
Victory Capital Management Inc37,905$917.3K0.00%+494+1.3%Added
Advisor Group Holdings, Inc.35,892$868.2K0.00%+3,111+9.5%Added
Leonteq Securities AG34,859$843.6K0.05%−17,779−33.8%Reduced
Federation des caisses Desjardins du Quebec34,687$839.4K0.00%+235+0.7%Added
JustInvest LLC34,558$836.4K0.01%+2,962+9.4%Added
HarbourVest Partners LLC34,194$827.5K0.91%00.0%Unchanged
US Bancorp33,963$821.9K0.00%+7,103+26.4%Added
U.S. Capital Wealth Advisors, LLC33,378$807.7K0.02%+104+0.3%Added
Bank of Montreal33,068$800.2K0.00%−250,786−88.4%Reduced