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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.

Q3 2025 vs. Q2 2025

How the institutions holding Unity Software Inc. changed between Q2 2025 and Q3 2025.

All holders in Q3 2025All holders in Q2 2025

13F holders of U: Q2 2025 compared with Q3 2025
MeasureQ2 2025Of which not filed for Q3 2025Q3 2025Change
Holders4474551+108
Shares348.6M6.25M346.8M+4.40M (+1.3%)
Value$8.44B$151.2M$13.9B+$5.60B (+67.6%)

4 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so the changes leave them out.

New holders (158)

Institutions that held Unity Software Inc. at the end of Q3 2025 but not at the end of Q2 2025.

Showing the largest 100 of 158 by value.

Institutions new to U in Q3 2025
InstitutionSharesValue% of portfolio
Toroso Investments, LLC3,478,415$139.3M0.59%
T. Rowe Price Investment Management, Inc.3,266,598$130.8M0.08%
Massachusetts Financial Services Co2,653,172$106.2M0.03%
12 West Capital Management LP965,000$38.6M4.01%
Gilder Gagnon Howe & Co LLC745,055$29.8M0.30%
Lord, Abbett & Co. LLC657,796$26.3M0.08%
Cubist Systematic Strategies, LLC570,110$22.8M0.32%
Qube Research & Technologies Ltd561,541$22.5M0.03%
Marsico Capital Management LLC534,108$21.4M0.55%
Ariose Capital Management Ltd471,600$18.9M6.33%
Alta Park Capital, LP418,650$16.8M1.69%
Cramer Rosenthal McGlynn LLC405,584$16.2M1.04%
Contrarius Group Holdings Ltd384,002$15.4M0.70%
Prelude Capital Management, LLC377,899$15.1M1.18%
Glazer Capital, LLC364,900$14.6M0.49%
Jump Financial, LLC331,087$13.3M0.17%
Winton Group Ltd297,659$11.9M0.45%
Polar Asset Management Partners Inc.265,474$10.6M0.22%
Vestor Capital, LLC263,589$10.6M0.68%
HB Wealth Management, LLC245,732$9.84M0.07%
TD Asset Management Inc240,896$9.65M0.01%
Arvin Capital Management LP234,658$9.40M2.18%
Trexquant Investment LP220,347$8.82M0.09%
Hampton Road Capital Management LP205,882$8.24M17.81%
Yong Rong (HK) Asset Management Ltd200,000$8.01M1.68%
PEAK6 LLC166,906$6.68M0.17%
Seldon Capital LP157,820$6.32M2.22%
DLD Asset Management, LP151,793$6.08M0.78%
Voleon Capital Management LP138,377$5.54M0.14%
Boothbay Fund Management, LLC131,382$5.26M0.14%
Healthcare of Ontario Pension Plan Trust Fund131,000$5.25M0.01%
Marshall Wace, LLP123,860$4.96M0.01%
Cinctive Capital Management LP118,047$4.73M0.24%
Neo Ivy Capital Management94,818$3.80M0.93%
Hidden Lake Asset Management LP93,863$3.76M1.50%
Lombard Odier Asset Management (Europe) Ltd–$3.21M0.16%
Atika Capital Management LLC80,000$3.20M0.27%
Torrey Growth & Income Advisors79,720$3.19M0.94%
Point72 Hong Kong Ltd66,575$2.67M0.12%
Hudson Bay Capital Management LP61,704$2.47M0.02%
Sciencast Management LP57,322$2.30M0.43%
XTX Topco Ltd57,128$2.29M0.12%
Qsemble Capital Management, LP56,039$2.24M0.22%
Ratan Capital Management LP50,399$2.02M1.09%
Soros Fund Management LLCSuperinvestorSoros Fund Management50,000$2.00M0.03%
Capital Wealth Planning, LLC49,069$1.96M0.01%
Summit Trail Advisors, LLC47,127$1.89M0.03%
Clear Street Group Inc.41,005$1.64M0.01%
Panoramic Capital, LLC39,655$1.59M1.01%
Bayesian Capital Management, LP34,700$1.39M0.28%
CloudAlpha Capital Management Limited/Hong Kong31,232$1.25M0.11%
Virtu Financial LLC30,163$1.21M0.07%
Black Swift Group, LLC30,000$1.20M0.21%
Engineers Gate Manager LP29,760$1.19M0.01%
BOCHK Asset Management Ltd27,500$1.10M0.29%
Rockefeller Capital Management L.P.25,600$1.03M0.00%
Pinkerton Retirement Specialists, LLC25,124$1.01M0.11%
Pathstone Holdings, LLC24,725$990.0K0.00%
Thrivent Financial for Lutherans24,571$984.0K0.00%
Aigen Investment Management, LP23,285$932.3K0.14%
Illinois Municipal Retirement Fund23,250$930.9K0.01%
Pinnbrook Capital Management LP22,646$906.7K0.17%
Belpointe Asset Management LLC22,110$885.3K0.03%
Fortis Capital Advisors, LLC22,110$885.3K0.14%
Hussman Strategic Advisors, Inc.21,000$840.8K0.18%
Fox Run Management, L.L.C.19,677$787.9K0.12%
Worldquant Millennium Advisors LLC19,568$783.5K0.00%
Brinker Capital Investments, LLC17,463$699.2K0.01%
Johnson Investment Counsel Inc17,016$681.3K0.01%
LJI Wealth Management, LLC15,000$600.6K0.11%
Swiss Life Asset Management Ltd14,412$577.1K0.00%
Credit Agricole S A14,039$562.1K0.00%
Twinbeech Capital LP13,472$539.4K0.02%
Summit Wealth Group LLC20,061$527.6K0.07%
Vestmark Advisory Solutions, Inc.12,224$489.4K0.01%
Dynamic Technology Lab Private Ltd12,089$484.0K0.08%
CI Private Wealth, LLC10,836$433.9K0.00%
FORA Capital, LLC10,729$429.6K0.08%
Alphadyne Asset Management LP10,673$427.3K0.29%
Oppenheimer Asset Management Inc.10,572$423.3K0.00%
West Michigan Advisors, LLC10,222$409.3K0.10%
Keystone Investors Pte Ltd10,212$408.9K0.05%
Atria Investments LLC9,890$396.0K0.00%
Stansberry Asset Management, LLC9,500$380.4K0.04%
Atomi Financial Group, Inc.9,410$376.8K0.01%
Polymer Capital Management (US) LLC8,709$348.7K0.05%
Prosperity Wealth Management, Inc.8,700$348.3K0.12%
Polen Capital Management LLC8,635$345.7K0.00%
Schroder Investment Management Group7,886$338.6K0.00%
Synergy Financial Group, LTD8,384$335.7K0.23%
Scotia Capital Inc.8,190$327.9K0.00%
Dorsey & Whitney Trust CO LLC8,022$321.2K0.02%
Janney Montgomery Scott LLC7,981$320.0K0.00%
Plancorp, LLC7,861$314.8K0.01%
Wealth Enhancement Advisory Services, LLC8,340$303.6K0.00%
Catalytic Wealth RIA, LLC7,470$299.1K0.01%
Wiley Bros.-Aintree Capital, LLC7,435$297.7K0.00%
Fred Alger Management, LLC7,387$295.8K0.00%
Omers Administration Corp7,344$294.1K0.00%
Northwest & Ethical Investments L.P.6,800$292.0K0.01%

Sold out (50)

Institutions that held Unity Software Inc. at the end of Q2 2025 and filed for Q3 2025 without it.

Institutions that sold out of U in Q3 2025
InstitutionShares, Q2 2025Value, Q2 2025
Skye Global Management LP2,028,000$49.1M
Alyeska Investment Group, L.P.1,707,826$41.3M
Fund 1 Investments, LLC1,222,119$29.6M
Blue Grotto Capital, LLC582,766$14.1M
BWCP, LP550,583$13.3M
Invenomic Capital Management LP489,191$11.8M
Shannon River Fund Management LLC405,534$9.81M
Metavasi Capital LP324,395$7.85M
Nordea Investment Management AB270,407$6.54M
J. Goldman & Co LP263,482$6.38M
HRT Financial LP216,081$5.23M
Sona Asset Management (US) LLC154,285$3.73M
Shell Asset Management Co130,577$3.16M
Readystate Asset Management LP91,076$2.20M
Calamos Advisors LLC75,585$1.83M
EVR Research LP60,000$1.45M
Taconic Capital Advisors LP55,000$1.33M
CSS LLC46,300$1.12M
Leonteq Securities AG34,859$843.6K
Campbell & CO Investment Adviser LLC31,956$773.3K
RFG Advisory, LLC17,976$435.0K
Landscape Capital Management, L.L.C.13,928$337.1K
Atom Investors LP13,127$317.7K
AE Wealth Management LLC10,607$256.7K
Quantitative Investment Management, LLC9,863$238.0K
Massar Capital Management, LP8,900$215.4K
SummitTX Capital, L.P.8,366$202.5K
Point72 Asia (Singapore) Pte. Ltd.7,291$176.4K
Toronto Dominion Bank4,945$119.7K
Skopos Labs, Inc.3,352$81.1K
Caldwell Sutter Capital, Inc.2,500$60.5K
Bryn Mawr Trust Co600$14.5K
Caitong International Asset Management Co., Ltd379$9.17K
Kessler Investment Group, LLC300$7.26K
Whipplewood Advisors, LLC300$7.26K
Geneos Wealth Management Inc.227$5.49K
Performa Ltd (US), LLC205$4.96K
Twin Peaks Wealth Advisors, LLC109$4.07K
Tower View Investment Management & Research LLC109$2.64K
Total Investment Management Inc90$2.18K
Pine Valley Investments Ltd Liability Co61$1.48K
Cullen/Frost Bankers, Inc.50$1.21K
Vision Financial Markets LLC50$1.21K
Mount Yale Investment Advisors, LLC50$1.21K
Pandora Wealth, Inc.33$799
Sunbelt Securities, Inc.11$247
Atticus Wealth Management, LLC10$242
Thurston, Springer, Miller, Herd & Titak, Inc.9$217
WealthTrak Capital Management LLC5$121
DecisionPoint Financial, LLC2$49

Not filed for Q3 2025 yet (4)

Institutions that held Unity Software Inc. at the end of Q2 2025 and haven't filed a 13F for Q3 2025. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding U in Q2 2025 that haven't filed for Q3 2025
InstitutionShares, Q2 2025Value, Q2 2025
Norges Bank6,248,795$151.2M
Capital A Wealth Management, LLC40$1.64K
First Horizon Advisors, Inc.7$169
Parkworth Wealth Management, Inc.4$97