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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
Affinity Capital Advisors, LLC114,414$4.47M0.69%−22,372−16.4%Reduced
Beaconlight Capital, LLC117,281$4.70M2.32%−140,279−54.5%Reduced
Creative Planning117,443$4.70M0.00%−1,948−1.6%Reduced
Cinctive Capital Management LP118,047$4.73M0.24%+118,047New
Ieq Capital, LLC123,107$4.93M0.01%+49,501+67.3%Added
Sender Co & Partners, Inc.123,486$4.94M1.91%+74,973+154.5%Added
Marshall Wace, LLP123,860$4.96M0.01%+123,860New
Alight Capital Management LP125,000$5.00M1.20%−25,000−16.7%Reduced
Healthcare of Ontario Pension Plan Trust Fund131,000$5.25M0.01%+131,000New
Boothbay Fund Management, LLC131,382$5.26M0.14%+131,382New
Barometer Capital Management Inc.131,722$5.27M1.21%−16,300−11.0%Reduced
Hidden Cove Wealth Management, LLC132,303$5.30M3.50%−8,798−6.2%Reduced
Voleon Capital Management LP138,377$5.54M0.14%+138,377New
Police & Firemen's Retirement System of New Jersey140,167$5.61M0.05%+20,388+17.0%Added
Treasurer of the State of North Carolina142,389$5.70M0.02%−5,551−3.8%Reduced
Twin Tree Management, LP142,886$5.72M0.27%−216,156−60.2%Reduced
Blair William & Co143,084$5.73M0.02%−22,573−13.6%Reduced
Skandinaviska Enskilda Banken AB (publ)145,753$5.83M0.02%−7,780−5.1%Reduced
Davy Global Fund Management Ltd147,357$5.90M0.40%+84,503+134.4%Added
Walleye Trading LLC148,988$5.97M0.10%−3,960−2.6%Reduced
DLD Asset Management, LP151,793$6.08M0.78%+151,793New
Seldon Capital LP157,820$6.32M2.22%+157,820New
Neuberger Berman Group LLC160,094$6.41M0.00%−1,685,166−91.3%Reduced
ExodusPoint Capital Management, LP160,944$6.44M0.09%+50,484+45.7%Added
New York State Common Retirement Fund165,174$6.61M0.01%+4,000+2.5%Added
PEAK6 LLC166,906$6.68M0.17%+166,906New
AQR Capital Management LLC176,539$7.06M0.00%+138,494+364.0%Added
Comerica Bank188,250$7.54M0.03%+73,077+63.4%Added
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.196,758$7.88M0.01%−52,407−21.0%Reduced
Flight Deck Capital, LP199,600$7.99M6.05%00.0%Unchanged
Yong Rong (HK) Asset Management Ltd200,000$8.01M1.68%+200,000New
Wolverine Trading, LLC186,723$8.02M0.16%+44,463+31.3%Added
Hampton Road Capital Management LP205,882$8.24M17.81%+205,882New
Quantinno Capital Management LP206,217$8.26M0.02%+15,044+7.9%Added
Mirae Asset Global ETFs Holdings Ltd.206,639$8.27M0.01%−60,143−22.5%Reduced
Janus Henderson Group PLC208,618$8.34M0.00%+73,855+54.8%Added
Verition Fund Management LLC210,698$8.44M0.05%+42,832+25.5%Added
Principal Financial Group Inc211,686$8.48M0.00%+67,219+46.5%Added
SEI Investments Co216,255$8.66M0.01%−8,460−3.8%Reduced
Nomura Holdings Inc216,893$8.68M0.04%+197,517+1,019.4%Added
AnglePoint Asset Management Ltd217,846$8.72M7.85%+115,111+112.0%Added
Trexquant Investment LP220,347$8.82M0.09%+220,347New
Kettle Hill Capital Management, LLC234,471$9.39M2.11%−379,672−61.8%Reduced
Arvin Capital Management LP234,658$9.40M2.18%+234,658New
Tairen Capital Ltd240,206$9.62M1.04%−386,594−61.7%Reduced
TD Asset Management Inc240,896$9.65M0.01%+240,896New
Optiver Holding B.V.242,637$9.72M0.16%+242,098+44,916.1%Added
Squarepoint Ops LLC245,500$9.83M0.02%−507,279−67.4%Reduced
HB Wealth Management, LLC245,732$9.84M0.07%+245,732New
Susquehanna Portfolio Strategies, LLC261,985$10.5M0.17%+95,960+57.8%Added
Vestor Capital, LLC263,589$10.6M0.68%+263,589New
Polar Asset Management Partners Inc.265,474$10.6M0.22%+265,474New
Polar Capital Holdings Plc265,815$10.6M0.05%−131,779−33.1%Reduced
State Board of Administration of Florida Retirement System281,887$11.3M0.02%+4,617+1.7%Added
Rhumbline Advisers287,777$11.5M0.01%+370.0%Added
California State Teachers Retirement System295,627$11.8M0.01%+5,568+1.9%Added
Winton Group Ltd297,659$11.9M0.45%+297,659New
Algert Global LLC306,517$12.3M0.21%+109,151+55.3%Added
Primecap Management Co315,014$12.6M0.01%−201,800−39.0%Reduced
Canada Pension Plan Investment Board319,700$12.8M0.01%+146,900+85.0%Added
Jump Financial, LLC331,087$13.3M0.17%+331,087New
Potrero Capital Research LLC335,327$13.4M4.08%+174,517+108.5%Added
Kora Management LP339,500$13.6M1.44%−252,000−42.6%Reduced
Great Lakes Advisors, LLC340,062$13.6M0.11%−101,815−23.0%Reduced
Glazer Capital, LLC364,900$14.6M0.49%+364,900New
HSBC Holdings PLC368,774$14.8M0.01%−559,691−60.3%Reduced
Exchange Traded Concepts, LLC369,137$14.8M0.14%−42,021−10.2%Reduced
Prelude Capital Management, LLC377,899$15.1M1.18%+377,899New
Contrarius Group Holdings Ltd384,002$15.4M0.70%+384,002New
Whittier Trust Co417,520$15.8M0.18%00.0%Unchanged
Cramer Rosenthal McGlynn LLC405,584$16.2M1.04%+405,584New
Legal & General Group Plc409,234$16.4M0.00%−17,582−4.1%Reduced
Barclays PLC418,239$16.7M0.01%−113,416−21.3%Reduced
Alta Park Capital, LP418,650$16.8M1.69%+418,650New
Nishkama Capital, LLC447,353$17.9M1.61%−303,501−40.4%Reduced
FengHe Fund Management Pte. Ltd.447,602$17.9M1.64%−660,100−59.6%Reduced
Gotham Asset Management, LLC456,896$18.3M0.08%−60,251−11.7%Reduced
Ariose Capital Management Ltd471,600$18.9M6.33%+471,600New
D. E. Shaw & Co., Inc.471,752$18.9M0.02%+135,218+40.2%Added
Citadel Advisors LLC517,362$20.7M0.02%−119,475−18.8%Reduced
Marsico Capital Management LLC534,108$21.4M0.55%+534,108New
California Public Employees Retirement System544,674$21.8M0.01%+23,900+4.6%Added
Alliancebernstein L.P.550,088$22.0M0.01%+181,092+49.1%Added
Qube Research & Technologies Ltd561,541$22.5M0.03%+561,541New
Cubist Systematic Strategies, LLC570,110$22.8M0.32%+570,110New
Woodson Capital Management, LP575,000$23.0M4.43%−425,000−42.5%Reduced
Optimus Prime Fund Management Co., Ltd.585,500$23.4M2.08%00.0%Unchanged
Newbrook Capital Advisors LP586,427$23.5M2.87%−821,432−58.3%Reduced
Amundi636,229$23.9M0.01%+613,410+2,688.2%Added
Swiss National Bank604,600$24.2M0.01%+17,600+3.0%Added
Lord, Abbett & Co. LLC657,796$26.3M0.08%+657,796New
First Trust Advisors LP664,260$26.6M0.02%+649,971+4,548.8%Added
Citigroup Inc701,363$28.1M0.02%+90,122+14.7%Added
UBS Asset Management Americas Inc727,632$29.1M0.01%−403,910−35.7%Reduced
Van Eck Associates Corp733,107$29.4M0.03%−1,457,148−66.5%Reduced
Gilder Gagnon Howe & Co LLC745,055$29.8M0.30%+745,055New
Price T Rowe Associates Inc764,188$30.6M0.00%+528,285+223.9%Added
Jasper Ridge Partners, L.P.783,318$31.4M0.71%00.0%Unchanged
BNP Paribas Arbitrage, SA877,427$35.1M0.03%−59,731−6.4%Reduced
Tudor Investment Corp Et Al878,481$35.2M0.23%+773,728+738.6%Added