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, Q3 2025
Institutional positions in Unity Software Inc. as of Sep 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
- 551
- +108 vs. Q2 2025
- Shares held
- 346.8M
- +4.40M (+1.3%) vs. Q2 2025
- Total value
- $13.9B
- +$5.60B (+67.6%) vs. Q2 2025
- New holders
- 158
- 160 more added
- Sold out
- 50
- 148 more reduced
4 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2025
Shares, value and share of portfolio for each institution holding Unity Software Inc.; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Silver Lake Group, L.L.C. | 34,735,404 | $1.39B | 27.09% | 00.0% | Unchanged |
| Vanguard Group Inc | 34,556,611 | $1.38B | 0.02% | +930,293+2.8% | Added |
| SC US (TTGP), Ltd. | 31,932,183 | $1.28B | 7.89% | 00.0% | Unchanged |
| BlackRock, Inc. | 23,603,010 | $945.1M | 0.02% | +473,664+2.0% | Added |
| Capital International Investors | 20,424,395 | $817.8M | 0.13% | −183,716−0.9% | Reduced |
| Wellington Management Group LLP | 18,213,875 | $729.3M | 0.13% | +6,737,677+58.7% | Added |
| Capital Research Global Investors | 14,044,619 | $562.4M | 0.11% | −88,695−0.6% | Reduced |
| Slate Path Capital LP | 10,690,852 | $428.1M | 6.62% | −9,326,100−46.6% | Reduced |
| FMR LLC | 6,892,354 | $276.0M | 0.01% | +175,198+2.6% | Added |
| Atreides Management, LP | 6,111,553 | $244.7M | 6.36% | −59,602−1.0% | Reduced |
| State Street Corp | 5,877,559 | $235.3M | 0.01% | +58,461+1.0% | Added |
| Geode Capital Management, LLC | 5,523,452 | $221.2M | 0.01% | +458,749+9.1% | Added |
| Castle Hook Partners LP | 5,321,167 | $213.1M | 3.23% | −358,263−6.3% | Reduced |
| Invesco Ltd. | 4,360,992 | $174.6M | 0.03% | +360,219+9.0% | Added |
| Jane Street Group, LLC | 4,354,178 | $174.3M | 0.20% | +2,639,144+153.9% | Added |
| UBS Group AG | 4,286,992 | $171.7M | 0.03% | −1,911,157−30.8% | Reduced |
| Morgan Stanley | 3,919,871 | $157.0M | 0.01% | +576,454+17.2% | Added |
| Macquarie Group Ltd | 3,871,044 | $155.0M | 0.18% | +61,594+1.6% | Added |
| Point72 Asset Management, L.P. | 3,845,618 | $154.0M | 0.33% | −117,507−3.0% | Reduced |
| Resolute Partners Group | 3,767,576 | $150.9M | 38.73% | −3,546,000−48.5% | Reduced |
| Toroso Investments, LLC | 3,478,415 | $139.3M | 0.59% | +3,478,415 | New |
| Ameriprise Financial Inc | 3,388,306 | $136.0M | 0.03% | −1,240,022−26.8% | Reduced |
| T. Rowe Price Investment Management, Inc. | 3,266,598 | $130.8M | 0.08% | +3,266,598 | New |
| Dimensional Fund Advisors LP | 3,189,630 | $127.8M | 0.03% | −1,398,423−30.5% | Reduced |
| Susquehanna International Group, LLP | 3,167,611 | $126.8M | 0.19% | +2,954,324+1,385.1% | Added |
| Broad Peak Investment Advisers Pte Ltd | 2,849,437 | $114.1M | 31.82% | +865,179+43.6% | Added |
| Hood River Capital Management LLC | 2,775,655 | $111.1M | 1.31% | +2,320,147+509.4% | Added |
| Massachusetts Financial Services Co | 2,653,172 | $106.2M | 0.03% | +2,653,172 | New |
| Fuller & Thaler Asset Management, Inc. | 2,453,346 | $98.2M | 0.33% | +6,940+0.3% | Added |
| Charles Schwab Investment Management Inc | 2,359,956 | $94.5M | 0.02% | −28,231−1.2% | Reduced |
| Royal Bank of Canada | 2,337,552 | $93.6M | 0.02% | +1,708,997+271.9% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 2,158,433 | $86.4M | 0.05% | −478,768−18.2% | Reduced |
| Nikko Asset Management Americas, Inc. | 2,154,746 | $86.1M | 0.83% | −473,185−18.0% | Reduced |
| Balyasny Asset Management LLC | 1,992,193 | $79.8M | 0.16% | +1,796,889+920.0% | Added |
| Northern Trust Corp | 1,843,556 | $73.8M | 0.01% | +67,361+3.8% | Added |
| Frontier Capital Management Co LLC | 1,788,925 | $71.6M | 0.64% | −348,337−16.3% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 1,554,336 | $62.2M | 0.20% | −1,462,811−48.5% | Reduced |
| Temasek Holdings (Private) Ltd | 1,480,545 | $59.3M | 0.21% | +1,272,212+610.7% | Added |
| Infinitum Asset Management, LLC | 1,400,000 | $56.1M | 10.31% | 00.0% | Unchanged |
| Stephens Investment Management Group LLC | 1,386,226 | $55.5M | 0.72% | −80,408−5.5% | Reduced |
| JPMorgan Chase & Co | 1,364,835 | $54.6M | 0.00% | −244,894−15.2% | Reduced |
| Schonfeld Strategic Advisors LLC | 1,325,797 | $53.1M | 0.37% | +548,580+70.6% | Added |
| Two Sigma Investments, LP | 1,309,122 | $52.4M | 0.08% | −1,703,365−56.5% | Reduced |
| Bank of New York Mellon Corp | 1,171,144 | $46.9M | 0.01% | −104,519−8.2% | Reduced |
| Bank of America Corp | 1,105,400 | $44.3M | 0.00% | −373,591−25.3% | Reduced |
| Nuveen, LLC | 1,104,225 | $44.2M | 0.01% | −136,461−11.0% | Reduced |
| Goldman Sachs Group Inc | 1,067,120 | $42.7M | 0.01% | −89,294−7.7% | Reduced |
| ARK Investment Management LLCSuperinvestorARK Invest | 976,973 | $39.1M | 0.23% | +95,341+10.8% | Added |
| 12 West Capital Management LP | 965,000 | $38.6M | 4.01% | +965,000 | New |
| Wells Fargo & Company | 898,487 | $36.0M | 0.01% | +546,045+154.9% | Added |
| Duquesne Family Office LLCSuperinvestorDuquesne Family Office | 882,500 | $35.3M | 0.90% | −891,550−50.3% | Reduced |
| Tudor Investment Corp Et Al | 878,481 | $35.2M | 0.23% | +773,728+738.6% | Added |
| BNP Paribas Arbitrage, SA | 877,427 | $35.1M | 0.03% | −59,731−6.4% | Reduced |
| Jasper Ridge Partners, L.P. | 783,318 | $31.4M | 0.71% | 00.0% | Unchanged |
| Price T Rowe Associates Inc | 764,188 | $30.6M | 0.00% | +528,285+223.9% | Added |
| Gilder Gagnon Howe & Co LLC | 745,055 | $29.8M | 0.30% | +745,055 | New |
| Van Eck Associates Corp | 733,107 | $29.4M | 0.03% | −1,457,148−66.5% | Reduced |
| UBS Asset Management Americas Inc | 727,632 | $29.1M | 0.01% | −403,910−35.7% | Reduced |
| Citigroup Inc | 701,363 | $28.1M | 0.02% | +90,122+14.7% | Added |
| First Trust Advisors LP | 664,260 | $26.6M | 0.02% | +649,971+4,548.8% | Added |
| Lord, Abbett & Co. LLC | 657,796 | $26.3M | 0.08% | +657,796 | New |
| Swiss National Bank | 604,600 | $24.2M | 0.01% | +17,600+3.0% | Added |
| Amundi | 636,229 | $23.9M | 0.01% | +613,410+2,688.2% | Added |
| Newbrook Capital Advisors LP | 586,427 | $23.5M | 2.87% | −821,432−58.3% | Reduced |
| Optimus Prime Fund Management Co., Ltd. | 585,500 | $23.4M | 2.08% | 00.0% | Unchanged |
| Woodson Capital Management, LP | 575,000 | $23.0M | 4.43% | −425,000−42.5% | Reduced |
| Cubist Systematic Strategies, LLC | 570,110 | $22.8M | 0.32% | +570,110 | New |
| Qube Research & Technologies Ltd | 561,541 | $22.5M | 0.03% | +561,541 | New |
| Alliancebernstein L.P. | 550,088 | $22.0M | 0.01% | +181,092+49.1% | Added |
| California Public Employees Retirement System | 544,674 | $21.8M | 0.01% | +23,900+4.6% | Added |
| Marsico Capital Management LLC | 534,108 | $21.4M | 0.55% | +534,108 | New |
| Citadel Advisors LLC | 517,362 | $20.7M | 0.02% | −119,475−18.8% | Reduced |
| D. E. Shaw & Co., Inc. | 471,752 | $18.9M | 0.02% | +135,218+40.2% | Added |
| Ariose Capital Management Ltd | 471,600 | $18.9M | 6.33% | +471,600 | New |
| Gotham Asset Management, LLC | 456,896 | $18.3M | 0.08% | −60,251−11.7% | Reduced |
| FengHe Fund Management Pte. Ltd. | 447,602 | $17.9M | 1.64% | −660,100−59.6% | Reduced |
| Nishkama Capital, LLC | 447,353 | $17.9M | 1.61% | −303,501−40.4% | Reduced |
| Alta Park Capital, LP | 418,650 | $16.8M | 1.69% | +418,650 | New |
| Barclays PLC | 418,239 | $16.7M | 0.01% | −113,416−21.3% | Reduced |
| Legal & General Group Plc | 409,234 | $16.4M | 0.00% | −17,582−4.1% | Reduced |
| Cramer Rosenthal McGlynn LLC | 405,584 | $16.2M | 1.04% | +405,584 | New |
| Whittier Trust Co | 417,520 | $15.8M | 0.18% | 00.0% | Unchanged |
| Contrarius Group Holdings Ltd | 384,002 | $15.4M | 0.70% | +384,002 | New |
| Prelude Capital Management, LLC | 377,899 | $15.1M | 1.18% | +377,899 | New |
| Exchange Traded Concepts, LLC | 369,137 | $14.8M | 0.14% | −42,021−10.2% | Reduced |
| HSBC Holdings PLC | 368,774 | $14.8M | 0.01% | −559,691−60.3% | Reduced |
| Glazer Capital, LLC | 364,900 | $14.6M | 0.49% | +364,900 | New |
| Great Lakes Advisors, LLC | 340,062 | $13.6M | 0.11% | −101,815−23.0% | Reduced |
| Kora Management LP | 339,500 | $13.6M | 1.44% | −252,000−42.6% | Reduced |
| Potrero Capital Research LLC | 335,327 | $13.4M | 4.08% | +174,517+108.5% | Added |
| Jump Financial, LLC | 331,087 | $13.3M | 0.17% | +331,087 | New |
| Canada Pension Plan Investment Board | 319,700 | $12.8M | 0.01% | +146,900+85.0% | Added |
| Primecap Management Co | 315,014 | $12.6M | 0.01% | −201,800−39.0% | Reduced |
| Algert Global LLC | 306,517 | $12.3M | 0.21% | +109,151+55.3% | Added |
| Winton Group Ltd | 297,659 | $11.9M | 0.45% | +297,659 | New |
| California State Teachers Retirement System | 295,627 | $11.8M | 0.01% | +5,568+1.9% | Added |
| Rhumbline Advisers | 287,777 | $11.5M | 0.01% | +370.0% | Added |
| State Board of Administration of Florida Retirement System | 281,887 | $11.3M | 0.02% | +4,617+1.7% | Added |
| Polar Capital Holdings Plc | 265,815 | $10.6M | 0.05% | −131,779−33.1% | Reduced |
| Polar Asset Management Partners Inc. | 265,474 | $10.6M | 0.22% | +265,474 | New |