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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, 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.

Institutional holdersQ3 2025: 551 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 heldQ3 2025: $13.9B
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, Q3 2025

Shares, value and share of portfolio for each institution holding Unity Software Inc.; share changes are against Q2 2025.

Institutions holding U in Q3 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Thrivent Financial for Lutherans24,571$984.0K0.00%+24,571New
Pathstone Holdings, LLC24,725$990.0K0.00%+24,725New
Prudential Financial Inc24,857$995.3K0.00%+440+1.8%Added
Pinkerton Retirement Specialists, LLC25,124$1.01M0.11%+25,124New
M&T Bank Corp25,277$1.01M0.00%−1,404−5.3%Reduced
Rockefeller Capital Management L.P.25,600$1.03M0.00%+25,600New
Teachers Retirement System of the State of Kentucky25,668$1.03M0.01%−15,330−37.4%Reduced
Lighthouse Financial LLC26,680$1.07M0.71%−5,000−15.8%Reduced
Nwam LLC26,781$1.07M0.06%+60+0.2%Added
Cresset Asset Management, LLC26,925$1.08M0.00%−2,623−8.9%Reduced
Nisa Investment Advisors, LLC27,206$1.09M0.00%+18,806+223.9%Added
Alpha Family Trust27,252$1.09M0.51%−248,681−90.1%Reduced
Public Employees Retirement Association of Colorado27,400$1.10M0.00%00.0%Unchanged
BOCHK Asset Management Ltd27,500$1.10M0.29%+27,500New
FNY Investment Advisers, LLC27,914$1.12M0.36%+20,027+253.9%Added
Penserra Capital Management LLC28,449$1.14M0.01%−11,491−28.8%Reduced
Millennium Management LLC28,665$1.15M0.00%−370,141−92.8%Reduced
Engineers Gate Manager LP29,760$1.19M0.01%+29,760New
Black Swift Group, LLC30,000$1.20M0.21%+30,000New
Cambria Investment Management, L.P.30,067$1.20M0.07%−50,451−62.7%Reduced
Virtu Financial LLC30,163$1.21M0.07%+30,163New
Advisor Group Holdings, Inc.30,716$1.24M0.00%−5,176−14.4%Reduced
Virginia Retirement Systems Et Al31,200$1.25M0.01%+6,700+27.3%Added
CloudAlpha Capital Management Limited/Hong Kong31,232$1.25M0.11%+31,232New
New York Life Investment Management LLC31,795$1.27M0.01%−607−1.9%Reduced
DekaBank Deutsche Girozentrale30,568$1.31M0.00%00.0%Unchanged
US Bancorp32,722$1.31M0.00%−1,241−3.7%Reduced
Brevan Howard Capital Management LP32,998$1.32M0.02%−45,233−57.8%Reduced
Bayesian Capital Management, LP34,700$1.39M0.28%+34,700New
Caption Management, LLC36,959$1.48M0.09%−8,041−17.9%Reduced
Nissay Asset Management Corp37,344$1.50M0.01%−1,496−3.9%Reduced
Empowered Funds, LLC37,636$1.51M0.02%−49,988−57.0%Reduced
JustInvest LLC38,311$1.53M0.02%+3,753+10.9%Added
Panoramic Capital, LLC39,655$1.59M1.01%+39,655New
Voya Investment Management LLC39,750$1.59M0.00%−133,916−77.1%Reduced
Clear Street Group Inc.41,005$1.64M0.01%+41,005New
State of Wyoming41,323$1.65M0.19%+11,549+38.8%Added
Advisory Services Network, LLC43,286$1.73M0.03%−416−1.0%Reduced
Pictet Asset Management Holding SA43,348$1.74M0.00%−1,273−2.9%Reduced
Raymond James Financial Inc43,764$1.75M0.00%+15,439+54.5%Added
Y-Intercept (Hong Kong) Ltd44,424$1.78M0.04%−117,979−72.6%Reduced
Summit Trail Advisors, LLC47,127$1.89M0.03%+47,127New
Capital Wealth Planning, LLC49,069$1.96M0.01%+49,069New
Parallel Advisors, LLC49,360$1.98M0.04%+144+0.3%Added
Oak Thistle LLC49,739$1.99M0.30%+20,428+69.7%Added
Soros Fund Management LLCSuperinvestorSoros Fund Management50,000$2.00M0.03%+50,000New
HighTower Advisors, LLC50,225$2.01M0.00%+6,661+15.3%Added
Weiss Asset Management LP50,314$2.01M0.03%−117,338−70.0%Reduced
Ratan Capital Management LP50,399$2.02M1.09%+50,399New
RPG Investment Advisory, LLC51,125$2.05M0.24%−2,400−4.5%Reduced
Mariner, LLC52,568$2.10M0.00%+39,493+302.0%Added
Ensign Peak Advisors, Inc53,947$2.16M0.00%−35,000−39.3%Reduced
Victory Capital Management Inc54,563$2.18M0.00%+16,658+43.9%Added
Federation des caisses Desjardins du Quebec54,697$2.19M0.01%+20,010+57.7%Added
Qsemble Capital Management, LP56,039$2.24M0.22%+56,039New
XTX Topco Ltd57,128$2.29M0.12%+57,128New
Sciencast Management LP57,322$2.30M0.43%+57,322New
Cerity Partners LLC58,029$2.32M0.00%+2,307+4.1%Added
Daiwa Securities Group Inc.58,384$2.34M0.01%+55,851+2,204.9%Added
Hudson Bay Capital Management LP61,704$2.47M0.02%+61,704New
KLP Kapitalforvaltning AS65,000$2.60M0.01%+2,000+3.2%Added
Point72 Hong Kong Ltd66,575$2.67M0.12%+66,575New
HighVista Strategies LLC67,229$2.69M0.66%+10,129+17.7%Added
Zurcher Kantonalbank (Zurich Cantonalbank)67,230$2.69M0.01%+11,826+21.3%Added
LPL Financial LLC68,721$2.75M0.00%+6,432+10.3%Added
SG Americas Securities, LLC70,825$2.84M0.01%+21,574+43.8%Added
State of Wisconsin Investment Board70,966$2.84M0.01%+21,505+43.5%Added
Universal- Beteiligungs- und Servicegesellschaft mbH72,285$2.89M0.00%−202,669−73.7%Reduced
Citizens Financial Group Inc72,628$2.91M0.04%−10,975−13.1%Reduced
Susquehanna Fundamental Investments, LLC72,910$2.92M0.11%−55,800−43.4%Reduced
GMT Capital Corp73,100$2.93M0.13%00.0%Unchanged
Moors & Cabot, Inc.73,295$2.93M0.13%+12,200+20.0%Added
Russell Investments Group, Ltd.74,142$2.97M0.00%+64,250+649.5%Added
Commonwealth Equity Services, LLC74,982$3.00M0.00%−12,639−14.4%Reduced
SBI Securities Co., Ltd.76,198$3.05M0.08%−9,274−10.9%Reduced
National Philanthropic Trust76,572$3.07M0.03%00.0%Unchanged
Teacher Retirement System of Texas78,652$3.15M0.01%+7,487+10.5%Added
Torrey Growth & Income Advisors79,720$3.19M0.94%+79,720New
Atika Capital Management LLC80,000$3.20M0.27%+80,000New
Lombard Odier Asset Management (Europe) Ltd–$3.21M0.16%–New
Formula Growth Ltd85,000$3.40M1.21%−125,000−59.5%Reduced
Manufacturers Life Insurance Company, The87,159$3.49M0.00%+6,761+8.4%Added
Handelsbanken Fonder AB91,300$3.66M0.01%+16,000+21.2%Added
Arizona State Retirement System92,256$3.69M0.02%+2,590+2.9%Added
Hidden Lake Asset Management LP93,863$3.76M1.50%+93,863New
Two Sigma Advisers, LP94,300$3.78M0.01%−491,900−83.9%Reduced
Neo Ivy Capital Management94,818$3.80M0.93%+94,818New
Cetera Investment Advisers95,774$3.83M0.00%+6,728+7.6%Added
Oddo BHF Asset Management SAS97,610$3.91M0.15%−119,216−55.0%Reduced
Group One Trading, L.P.98,565$3.95M0.12%+73,371+291.2%Added
Integrated Wealth Concepts LLC99,974$4.00M0.04%+16,829+20.2%Added
Public Employees Retirement System of Ohio100,310$4.02M0.01%+939+0.9%Added
Pasadena Private Wealth, LLC101,428$4.06M0.59%−20,800−17.0%Reduced
Parallax Volatility Advisers, L.P.106,011$4.24M0.13%+64,537+155.6%Added
Picton Mahoney Asset Management106,253$4.25M0.05%+73,763+227.0%Added
Walleye Capital LLC107,604$4.31M0.03%−16,311−13.2%Reduced
Deutsche Bank AG108,523$4.35M0.00%+9,725+9.8%Added
Hel Ved Capital Management Ltd108,780$4.36M2.36%+56,180+106.8%Added
Sphera Management Technology Funds Ltd110,000$4.40M2.23%+60,000+120.0%Added
State of New Jersey Common Pension Fund D111,231$4.45M0.02%+6,513+6.2%Added