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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
Vestor Capital, LLC263,589$10.6M0.68%+263,589New
Susquehanna Portfolio Strategies, LLC261,985$10.5M0.17%+95,960+57.8%Added
HB Wealth Management, LLC245,732$9.84M0.07%+245,732New
Squarepoint Ops LLC245,500$9.83M0.02%−507,279−67.4%Reduced
Optiver Holding B.V.242,637$9.72M0.16%+242,098+44,916.1%Added
TD Asset Management Inc240,896$9.65M0.01%+240,896New
Tairen Capital Ltd240,206$9.62M1.04%−386,594−61.7%Reduced
Arvin Capital Management LP234,658$9.40M2.18%+234,658New
Kettle Hill Capital Management, LLC234,471$9.39M2.11%−379,672−61.8%Reduced
Trexquant Investment LP220,347$8.82M0.09%+220,347New
AnglePoint Asset Management Ltd217,846$8.72M7.85%+115,111+112.0%Added
Nomura Holdings Inc216,893$8.68M0.04%+197,517+1,019.4%Added
SEI Investments Co216,255$8.66M0.01%−8,460−3.8%Reduced
Principal Financial Group Inc211,686$8.48M0.00%+67,219+46.5%Added
Verition Fund Management LLC210,698$8.44M0.05%+42,832+25.5%Added
Janus Henderson Group PLC208,618$8.34M0.00%+73,855+54.8%Added
Mirae Asset Global ETFs Holdings Ltd.206,639$8.27M0.01%−60,143−22.5%Reduced
Quantinno Capital Management LP206,217$8.26M0.02%+15,044+7.9%Added
Hampton Road Capital Management LP205,882$8.24M17.81%+205,882New
Wolverine Trading, LLC186,723$8.02M0.16%+44,463+31.3%Added
Yong Rong (HK) Asset Management Ltd200,000$8.01M1.68%+200,000New
Flight Deck Capital, LP199,600$7.99M6.05%00.0%Unchanged
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.196,758$7.88M0.01%−52,407−21.0%Reduced
Comerica Bank188,250$7.54M0.03%+73,077+63.4%Added
AQR Capital Management LLC176,539$7.06M0.00%+138,494+364.0%Added
PEAK6 LLC166,906$6.68M0.17%+166,906New
New York State Common Retirement Fund165,174$6.61M0.01%+4,000+2.5%Added
ExodusPoint Capital Management, LP160,944$6.44M0.09%+50,484+45.7%Added
Neuberger Berman Group LLC160,094$6.41M0.00%−1,685,166−91.3%Reduced
Seldon Capital LP157,820$6.32M2.22%+157,820New
DLD Asset Management, LP151,793$6.08M0.78%+151,793New
Walleye Trading LLC148,988$5.97M0.10%−3,960−2.6%Reduced
Davy Global Fund Management Ltd147,357$5.90M0.40%+84,503+134.4%Added
Skandinaviska Enskilda Banken AB (publ)145,753$5.83M0.02%−7,780−5.1%Reduced
Blair William & Co143,084$5.73M0.02%−22,573−13.6%Reduced
Twin Tree Management, LP142,886$5.72M0.27%−216,156−60.2%Reduced
Treasurer of the State of North Carolina142,389$5.70M0.02%−5,551−3.8%Reduced
Police & Firemen's Retirement System of New Jersey140,167$5.61M0.05%+20,388+17.0%Added
Voleon Capital Management LP138,377$5.54M0.14%+138,377New
Hidden Cove Wealth Management, LLC132,303$5.30M3.50%−8,798−6.2%Reduced
Barometer Capital Management Inc.131,722$5.27M1.21%−16,300−11.0%Reduced
Boothbay Fund Management, LLC131,382$5.26M0.14%+131,382New
Healthcare of Ontario Pension Plan Trust Fund131,000$5.25M0.01%+131,000New
Alight Capital Management LP125,000$5.00M1.20%−25,000−16.7%Reduced
Marshall Wace, LLP123,860$4.96M0.01%+123,860New
Sender Co & Partners, Inc.123,486$4.94M1.91%+74,973+154.5%Added
Ieq Capital, LLC123,107$4.93M0.01%+49,501+67.3%Added
Cinctive Capital Management LP118,047$4.73M0.24%+118,047New
Creative Planning117,443$4.70M0.00%−1,948−1.6%Reduced
Beaconlight Capital, LLC117,281$4.70M2.32%−140,279−54.5%Reduced
Affinity Capital Advisors, LLC114,414$4.47M0.69%−22,372−16.4%Reduced
State of New Jersey Common Pension Fund D111,231$4.45M0.02%+6,513+6.2%Added
Sphera Management Technology Funds Ltd110,000$4.40M2.23%+60,000+120.0%Added
Hel Ved Capital Management Ltd108,780$4.36M2.36%+56,180+106.8%Added
Deutsche Bank AG108,523$4.35M0.00%+9,725+9.8%Added
Walleye Capital LLC107,604$4.31M0.03%−16,311−13.2%Reduced
Picton Mahoney Asset Management106,253$4.25M0.05%+73,763+227.0%Added
Parallax Volatility Advisers, L.P.106,011$4.24M0.13%+64,537+155.6%Added
Pasadena Private Wealth, LLC101,428$4.06M0.59%−20,800−17.0%Reduced
Public Employees Retirement System of Ohio100,310$4.02M0.01%+939+0.9%Added
Integrated Wealth Concepts LLC99,974$4.00M0.04%+16,829+20.2%Added
Group One Trading, L.P.98,565$3.95M0.12%+73,371+291.2%Added
Oddo BHF Asset Management SAS97,610$3.91M0.15%−119,216−55.0%Reduced
Cetera Investment Advisers95,774$3.83M0.00%+6,728+7.6%Added
Neo Ivy Capital Management94,818$3.80M0.93%+94,818New
Two Sigma Advisers, LP94,300$3.78M0.01%−491,900−83.9%Reduced
Hidden Lake Asset Management LP93,863$3.76M1.50%+93,863New
Arizona State Retirement System92,256$3.69M0.02%+2,590+2.9%Added
Handelsbanken Fonder AB91,300$3.66M0.01%+16,000+21.2%Added
Manufacturers Life Insurance Company, The87,159$3.49M0.00%+6,761+8.4%Added
Formula Growth Ltd85,000$3.40M1.21%−125,000−59.5%Reduced
Lombard Odier Asset Management (Europe) Ltd–$3.21M0.16%–New
Atika Capital Management LLC80,000$3.20M0.27%+80,000New
Torrey Growth & Income Advisors79,720$3.19M0.94%+79,720New
Teacher Retirement System of Texas78,652$3.15M0.01%+7,487+10.5%Added
National Philanthropic Trust76,572$3.07M0.03%00.0%Unchanged
SBI Securities Co., Ltd.76,198$3.05M0.08%−9,274−10.9%Reduced
Commonwealth Equity Services, LLC74,982$3.00M0.00%−12,639−14.4%Reduced
Russell Investments Group, Ltd.74,142$2.97M0.00%+64,250+649.5%Added
Moors & Cabot, Inc.73,295$2.93M0.13%+12,200+20.0%Added
GMT Capital Corp73,100$2.93M0.13%00.0%Unchanged
Susquehanna Fundamental Investments, LLC72,910$2.92M0.11%−55,800−43.4%Reduced
Citizens Financial Group Inc72,628$2.91M0.04%−10,975−13.1%Reduced
Universal- Beteiligungs- und Servicegesellschaft mbH72,285$2.89M0.00%−202,669−73.7%Reduced
State of Wisconsin Investment Board70,966$2.84M0.01%+21,505+43.5%Added
SG Americas Securities, LLC70,825$2.84M0.01%+21,574+43.8%Added
LPL Financial LLC68,721$2.75M0.00%+6,432+10.3%Added
Zurcher Kantonalbank (Zurich Cantonalbank)67,230$2.69M0.01%+11,826+21.3%Added
HighVista Strategies LLC67,229$2.69M0.66%+10,129+17.7%Added
Point72 Hong Kong Ltd66,575$2.67M0.12%+66,575New
KLP Kapitalforvaltning AS65,000$2.60M0.01%+2,000+3.2%Added
Hudson Bay Capital Management LP61,704$2.47M0.02%+61,704New
Daiwa Securities Group Inc.58,384$2.34M0.01%+55,851+2,204.9%Added
Cerity Partners LLC58,029$2.32M0.00%+2,307+4.1%Added
Sciencast Management LP57,322$2.30M0.43%+57,322New
XTX Topco Ltd57,128$2.29M0.12%+57,128New
Qsemble Capital Management, LP56,039$2.24M0.22%+56,039New
Federation des caisses Desjardins du Quebec54,697$2.19M0.01%+20,010+57.7%Added
Victory Capital Management Inc54,563$2.18M0.00%+16,658+43.9%Added
Ensign Peak Advisors, Inc53,947$2.16M0.00%−35,000−39.3%Reduced