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 |
|---|---|---|---|---|---|
| Duquesne Family Office LLCSuperinvestorDuquesne Family Office | 882,500 | $35.3M | 0.90% | −891,550−50.3% | Reduced |
| Wells Fargo & Company | 898,487 | $36.0M | 0.01% | +546,045+154.9% | Added |
| 12 West Capital Management LP | 965,000 | $38.6M | 4.01% | +965,000 | New |
| ARK Investment Management LLCSuperinvestorARK Invest | 976,973 | $39.1M | 0.23% | +95,341+10.8% | Added |
| Goldman Sachs Group Inc | 1,067,120 | $42.7M | 0.01% | −89,294−7.7% | Reduced |
| Nuveen, LLC | 1,104,225 | $44.2M | 0.01% | −136,461−11.0% | Reduced |
| Bank of America Corp | 1,105,400 | $44.3M | 0.00% | −373,591−25.3% | Reduced |
| Bank of New York Mellon Corp | 1,171,144 | $46.9M | 0.01% | −104,519−8.2% | Reduced |
| Two Sigma Investments, LP | 1,309,122 | $52.4M | 0.08% | −1,703,365−56.5% | Reduced |
| Schonfeld Strategic Advisors LLC | 1,325,797 | $53.1M | 0.37% | +548,580+70.6% | Added |
| JPMorgan Chase & Co | 1,364,835 | $54.6M | 0.00% | −244,894−15.2% | Reduced |
| Stephens Investment Management Group LLC | 1,386,226 | $55.5M | 0.72% | −80,408−5.5% | Reduced |
| Infinitum Asset Management, LLC | 1,400,000 | $56.1M | 10.31% | 00.0% | Unchanged |
| Temasek Holdings (Private) Ltd | 1,480,545 | $59.3M | 0.21% | +1,272,212+610.7% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 1,554,336 | $62.2M | 0.20% | −1,462,811−48.5% | Reduced |
| Frontier Capital Management Co LLC | 1,788,925 | $71.6M | 0.64% | −348,337−16.3% | Reduced |
| Northern Trust Corp | 1,843,556 | $73.8M | 0.01% | +67,361+3.8% | Added |
| Balyasny Asset Management LLC | 1,992,193 | $79.8M | 0.16% | +1,796,889+920.0% | Added |
| Nikko Asset Management Americas, Inc. | 2,154,746 | $86.1M | 0.83% | −473,185−18.0% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 2,158,433 | $86.4M | 0.05% | −478,768−18.2% | Reduced |
| Royal Bank of Canada | 2,337,552 | $93.6M | 0.02% | +1,708,997+271.9% | Added |
| Charles Schwab Investment Management Inc | 2,359,956 | $94.5M | 0.02% | −28,231−1.2% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 2,453,346 | $98.2M | 0.33% | +6,940+0.3% | Added |
| Massachusetts Financial Services Co | 2,653,172 | $106.2M | 0.03% | +2,653,172 | New |
| Hood River Capital Management LLC | 2,775,655 | $111.1M | 1.31% | +2,320,147+509.4% | Added |
| Broad Peak Investment Advisers Pte Ltd | 2,849,437 | $114.1M | 31.82% | +865,179+43.6% | Added |
| Susquehanna International Group, LLP | 3,167,611 | $126.8M | 0.19% | +2,954,324+1,385.1% | Added |
| Dimensional Fund Advisors LP | 3,189,630 | $127.8M | 0.03% | −1,398,423−30.5% | Reduced |
| T. Rowe Price Investment Management, Inc. | 3,266,598 | $130.8M | 0.08% | +3,266,598 | New |
| Ameriprise Financial Inc | 3,388,306 | $136.0M | 0.03% | −1,240,022−26.8% | Reduced |
| Toroso Investments, LLC | 3,478,415 | $139.3M | 0.59% | +3,478,415 | New |
| Resolute Partners Group | 3,767,576 | $150.9M | 38.73% | −3,546,000−48.5% | Reduced |
| Point72 Asset Management, L.P. | 3,845,618 | $154.0M | 0.33% | −117,507−3.0% | Reduced |
| Macquarie Group Ltd | 3,871,044 | $155.0M | 0.18% | +61,594+1.6% | Added |
| Morgan Stanley | 3,919,871 | $157.0M | 0.01% | +576,454+17.2% | Added |
| UBS Group AG | 4,286,992 | $171.7M | 0.03% | −1,911,157−30.8% | Reduced |
| Jane Street Group, LLC | 4,354,178 | $174.3M | 0.20% | +2,639,144+153.9% | Added |
| Invesco Ltd. | 4,360,992 | $174.6M | 0.03% | +360,219+9.0% | Added |
| Castle Hook Partners LP | 5,321,167 | $213.1M | 3.23% | −358,263−6.3% | Reduced |
| Geode Capital Management, LLC | 5,523,452 | $221.2M | 0.01% | +458,749+9.1% | Added |
| State Street Corp | 5,877,559 | $235.3M | 0.01% | +58,461+1.0% | Added |
| Atreides Management, LP | 6,111,553 | $244.7M | 6.36% | −59,602−1.0% | Reduced |
| FMR LLC | 6,892,354 | $276.0M | 0.01% | +175,198+2.6% | Added |
| Slate Path Capital LP | 10,690,852 | $428.1M | 6.62% | −9,326,100−46.6% | Reduced |
| Capital Research Global Investors | 14,044,619 | $562.4M | 0.11% | −88,695−0.6% | Reduced |
| Wellington Management Group LLP | 18,213,875 | $729.3M | 0.13% | +6,737,677+58.7% | Added |
| Capital International Investors | 20,424,395 | $817.8M | 0.13% | −183,716−0.9% | Reduced |
| BlackRock, Inc. | 23,603,010 | $945.1M | 0.02% | +473,664+2.0% | Added |
| SC US (TTGP), Ltd. | 31,932,183 | $1.28B | 7.89% | 00.0% | Unchanged |
| Vanguard Group Inc | 34,556,611 | $1.38B | 0.02% | +930,293+2.8% | Added |
| Silver Lake Group, L.L.C. | 34,735,404 | $1.39B | 27.09% | 00.0% | Unchanged |
| Skye Global Management LP | 0 | $0 | 0.00% | −2,028,000−100.0% | Sold out |
| Alyeska Investment Group, L.P. | 0 | $0 | 0.00% | −1,707,826−100.0% | Sold out |
| Fund 1 Investments, LLC | 0 | $0 | 0.00% | −1,222,119−100.0% | Sold out |
| Blue Grotto Capital, LLC | 0 | $0 | 0.00% | −582,766−100.0% | Sold out |
| BWCP, LP | 0 | $0 | 0.00% | −550,583−100.0% | Sold out |
| Invenomic Capital Management LP | 0 | $0 | 0.00% | −489,191−100.0% | Sold out |
| Shannon River Fund Management LLC | 0 | $0 | 0.00% | −405,534−100.0% | Sold out |
| Metavasi Capital LP | 0 | $0 | 0.00% | −324,395−100.0% | Sold out |
| Nordea Investment Management AB | 0 | $0 | 0.00% | −270,407−100.0% | Sold out |
| J. Goldman & Co LP | 0 | $0 | 0.00% | −263,482−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −216,081−100.0% | Sold out |
| Sona Asset Management (US) LLC | 0 | $0 | 0.00% | −154,285−100.0% | Sold out |
| Shell Asset Management Co | 0 | $0 | 0.00% | −130,577−100.0% | Sold out |
| Readystate Asset Management LP | 0 | $0 | 0.00% | −91,076−100.0% | Sold out |
| Calamos Advisors LLC | 0 | $0 | 0.00% | −75,585−100.0% | Sold out |
| EVR Research LP | 0 | $0 | 0.00% | −60,000−100.0% | Sold out |
| Taconic Capital Advisors LP | 0 | $0 | 0.00% | −55,000−100.0% | Sold out |
| CSS LLC | 0 | $0 | 0.00% | −46,300−100.0% | Sold out |
| Leonteq Securities AG | 0 | $0 | 0.00% | −34,859−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −31,956−100.0% | Sold out |
| RFG Advisory, LLC | 0 | $0 | 0.00% | −17,976−100.0% | Sold out |
| Landscape Capital Management, L.L.C. | 0 | $0 | 0.00% | −13,928−100.0% | Sold out |
| Atom Investors LP | 0 | $0 | 0.00% | −13,127−100.0% | Sold out |
| AE Wealth Management LLC | 0 | $0 | 0.00% | −10,607−100.0% | Sold out |
| Quantitative Investment Management, LLC | 0 | $0 | 0.00% | −9,863−100.0% | Sold out |
| Massar Capital Management, LP | 0 | $0 | 0.00% | −8,900−100.0% | Sold out |
| SummitTX Capital, L.P. | 0 | $0 | 0.00% | −8,366−100.0% | Sold out |
| Point72 Asia (Singapore) Pte. Ltd. | 0 | $0 | 0.00% | −7,291−100.0% | Sold out |
| Toronto Dominion Bank | 0 | $0 | 0.00% | −4,945−100.0% | Sold out |
| Skopos Labs, Inc. | 0 | $0 | 0.00% | −3,352−100.0% | Sold out |
| Caldwell Sutter Capital, Inc. | 0 | $0 | 0.00% | −2,500−100.0% | Sold out |
| Bryn Mawr Trust Co | 0 | $0 | 0.00% | −600−100.0% | Sold out |
| Caitong International Asset Management Co., Ltd | 0 | $0 | 0.00% | −379−100.0% | Sold out |
| Kessler Investment Group, LLC | 0 | $0 | 0.00% | −300−100.0% | Sold out |
| Whipplewood Advisors, LLC | 0 | $0 | 0.00% | −300−100.0% | Sold out |
| Geneos Wealth Management Inc. | 0 | $0 | 0.00% | −227−100.0% | Sold out |
| Performa Ltd (US), LLC | 0 | $0 | 0.00% | −205−100.0% | Sold out |
| Twin Peaks Wealth Advisors, LLC | 0 | $0 | 0.00% | −109−100.0% | Sold out |
| Tower View Investment Management & Research LLC | 0 | $0 | 0.00% | −109−100.0% | Sold out |
| Total Investment Management Inc | 0 | $0 | 0.00% | −90−100.0% | Sold out |
| Pine Valley Investments Ltd Liability Co | 0 | $0 | 0.00% | −61−100.0% | Sold out |
| Cullen/Frost Bankers, Inc. | 0 | $0 | 0.00% | −50−100.0% | Sold out |
| Vision Financial Markets LLC | 0 | $0 | 0.00% | −50−100.0% | Sold out |
| Mount Yale Investment Advisors, LLC | 0 | $0 | 0.00% | −50−100.0% | Sold out |
| Pandora Wealth, Inc. | 0 | $0 | 0.00% | −33−100.0% | Sold out |
| Sunbelt Securities, Inc. | 0 | $0 | 0.00% | −11−100.0% | Sold out |
| Atticus Wealth Management, LLC | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0 | $0 | 0.00% | −9−100.0% | Sold out |
| WealthTrak Capital Management LLC | 0 | $0 | 0.00% | −5−100.0% | Sold out |