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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
Mariner, LLC52,568$2.10M0.00%+39,493+302.0%Added
RPG Investment Advisory, LLC51,125$2.05M0.24%−2,400−4.5%Reduced
Ratan Capital Management LP50,399$2.02M1.09%+50,399New
Weiss Asset Management LP50,314$2.01M0.03%−117,338−70.0%Reduced
HighTower Advisors, LLC50,225$2.01M0.00%+6,661+15.3%Added
Soros Fund Management LLCSuperinvestorSoros Fund Management50,000$2.00M0.03%+50,000New
Oak Thistle LLC49,739$1.99M0.30%+20,428+69.7%Added
Parallel Advisors, LLC49,360$1.98M0.04%+144+0.3%Added
Capital Wealth Planning, LLC49,069$1.96M0.01%+49,069New
Summit Trail Advisors, LLC47,127$1.89M0.03%+47,127New
Y-Intercept (Hong Kong) Ltd44,424$1.78M0.04%−117,979−72.6%Reduced
Raymond James Financial Inc43,764$1.75M0.00%+15,439+54.5%Added
Pictet Asset Management Holding SA43,348$1.74M0.00%−1,273−2.9%Reduced
Advisory Services Network, LLC43,286$1.73M0.03%−416−1.0%Reduced
State of Wyoming41,323$1.65M0.19%+11,549+38.8%Added
Clear Street Group Inc.41,005$1.64M0.01%+41,005New
Voya Investment Management LLC39,750$1.59M0.00%−133,916−77.1%Reduced
Panoramic Capital, LLC39,655$1.59M1.01%+39,655New
JustInvest LLC38,311$1.53M0.02%+3,753+10.9%Added
Empowered Funds, LLC37,636$1.51M0.02%−49,988−57.0%Reduced
Nissay Asset Management Corp37,344$1.50M0.01%−1,496−3.9%Reduced
Caption Management, LLC36,959$1.48M0.09%−8,041−17.9%Reduced
Bayesian Capital Management, LP34,700$1.39M0.28%+34,700New
Brevan Howard Capital Management LP32,998$1.32M0.02%−45,233−57.8%Reduced
US Bancorp32,722$1.31M0.00%−1,241−3.7%Reduced
DekaBank Deutsche Girozentrale30,568$1.31M0.00%00.0%Unchanged
New York Life Investment Management LLC31,795$1.27M0.01%−607−1.9%Reduced
CloudAlpha Capital Management Limited/Hong Kong31,232$1.25M0.11%+31,232New
Virginia Retirement Systems Et Al31,200$1.25M0.01%+6,700+27.3%Added
Advisor Group Holdings, Inc.30,716$1.24M0.00%−5,176−14.4%Reduced
Virtu Financial LLC30,163$1.21M0.07%+30,163New
Cambria Investment Management, L.P.30,067$1.20M0.07%−50,451−62.7%Reduced
Black Swift Group, LLC30,000$1.20M0.21%+30,000New
Engineers Gate Manager LP29,760$1.19M0.01%+29,760New
Millennium Management LLC28,665$1.15M0.00%−370,141−92.8%Reduced
Penserra Capital Management LLC28,449$1.14M0.01%−11,491−28.8%Reduced
FNY Investment Advisers, LLC27,914$1.12M0.36%+20,027+253.9%Added
BOCHK Asset Management Ltd27,500$1.10M0.29%+27,500New
Public Employees Retirement Association of Colorado27,400$1.10M0.00%00.0%Unchanged
Alpha Family Trust27,252$1.09M0.51%−248,681−90.1%Reduced
Nisa Investment Advisors, LLC27,206$1.09M0.00%+18,806+223.9%Added
Cresset Asset Management, LLC26,925$1.08M0.00%−2,623−8.9%Reduced
Nwam LLC26,781$1.07M0.06%+60+0.2%Added
Lighthouse Financial LLC26,680$1.07M0.71%−5,000−15.8%Reduced
Teachers Retirement System of the State of Kentucky25,668$1.03M0.01%−15,330−37.4%Reduced
Rockefeller Capital Management L.P.25,600$1.03M0.00%+25,600New
M&T Bank Corp25,277$1.01M0.00%−1,404−5.3%Reduced
Pinkerton Retirement Specialists, LLC25,124$1.01M0.11%+25,124New
Prudential Financial Inc24,857$995.3K0.00%+440+1.8%Added
Pathstone Holdings, LLC24,725$990.0K0.00%+24,725New
Thrivent Financial for Lutherans24,571$984.0K0.00%+24,571New
Kennedy Capital Management, Inc.24,137$966.4K0.02%−56,992−70.2%Reduced
Aigen Investment Management, LP23,285$932.3K0.14%+23,285New
Illinois Municipal Retirement Fund23,250$930.9K0.01%+23,250New
Edmond de Rothschild Holding S.A.23,203$929.0K0.01%−1,728,218−98.7%Reduced
Captrust Financial Advisors23,174$927.9K0.00%+844+3.8%Added
Pinnbrook Capital Management LP22,646$906.7K0.17%+22,646New
CenterBook Partners LP22,426$897.9K0.04%−56,899−71.7%Reduced
Belpointe Asset Management LLC22,110$885.3K0.03%+22,110New
Fortis Capital Advisors, LLC22,110$885.3K0.14%+22,110New
Vontobel Holding Ltd.21,872$875.8K0.00%−17,508−44.5%Reduced
The PNC Financial Services Group, Inc.21,747$870.8K0.00%−434−2.0%Reduced
Jefferies Financial Group Inc.21,700$868.9K0.01%+13,210+155.6%Added
Bank of Montreal21,636$866.3K0.00%−11,432−34.6%Reduced
MAI Capital Management21,049$842.8K0.01%−90−0.4%Reduced
Hussman Strategic Advisors, Inc.21,000$840.8K0.18%+21,000New
Stifel Financial Corp20,467$819.5K0.00%−71,115−77.7%Reduced
DC Investments Management, LLC20,250$810.8K0.34%00.0%Unchanged
Fox Run Management, L.L.C.19,677$787.9K0.12%+19,677New
Worldquant Millennium Advisors LLC19,568$783.5K0.00%+19,568New
O'Shaughnessy Asset Management, LLC19,292$772.5K0.00%+5,218+37.1%Added
Ridgewood Investments LLC19,071$763.6K0.32%−125−0.7%Reduced
Halbert Hargrove Global Advisors, LLC18,997$760.6K0.04%+72+0.4%Added
Sterling Capital Management LLC18,468$739.5K0.01%−1,412−7.1%Reduced
Xponance, Inc.18,291$732.4K0.01%+328+1.8%Added
Banco Bilbao Vizcaya Argentaria, S.A.18,116$730.8K0.01%+2,287+14.4%Added
Brinker Capital Investments, LLC17,463$699.2K0.01%+17,463New
U.S. Capital Wealth Advisors, LLC17,386$696.1K0.02%−15,992−47.9%Reduced
Vident Advisory, LLC17,068$683.4K0.01%+5,242+44.3%Added
Johnson Investment Counsel Inc17,016$681.3K0.01%+17,016New
Utah Retirement Systems16,741$670.3K0.01%00.0%Unchanged
Wealthfront Advisers LLC16,659$667.0K0.00%−5,622−25.2%Reduced
Amalgamated Bank16,312$653.0K0.00%−97−0.6%Reduced
Maryland State Retirement & Pension System16,062$643.1K0.01%+1,944+13.8%Added
Prospera Financial Services Inc15,624$625.6K0.01%−2,884−15.6%Reduced
Choate Investment Advisors15,396$616.5K0.01%00.0%Unchanged
Acadian Asset Management LLC15,449$615.0K0.00%−6,090−28.3%Reduced
Mercer Global Advisors Inc15,202$608.7K0.00%−8,169−35.0%Reduced
Augustine Asset Management Inc15,052$602.7K0.12%00.0%Unchanged
LJI Wealth Management, LLC15,000$600.6K0.11%+15,000New
Swiss Life Asset Management Ltd14,412$577.1K0.00%+14,412New
Graham Capital Management, L.P.14,348$574.5K0.02%+1,846+14.8%Added
Credit Agricole S A14,039$562.1K0.00%+14,039New
BBR Partners, LLC13,981$559.8K0.03%+64+0.5%Added
CWM, LLC13,663$547.0K0.00%+1,178+9.4%Added
Franklin Resources Inc13,536$542.0K0.00%−691−4.9%Reduced
Twinbeech Capital LP13,472$539.4K0.02%+13,472New
TCG Advisory Services, LLC13,363$535.1K0.02%+3,692+38.2%Added
Summit Wealth Group LLC20,061$527.6K0.07%+20,061New
Cambridge Investment Research Advisors, Inc.12,960$519.0K0.00%+3,143+32.0%Added