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, Q4 2025
Institutional positions in Unity Software Inc. as of Dec 31, 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
- 604
- +60 vs. Q3 2025
- Shares held
- 346.0M
- +130.7K (0.0%) vs. Q3 2025
- Total value
- $15.3B
- +$1.43B (+10.4%) vs. Q3 2025
- New holders
- 131
- 204 more added
- Sold out
- 71
- 180 more reduced
7 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2025
Shares, value and share of portfolio for each institution holding Unity Software Inc.; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 35,553,296 | $1.57B | 0.02% | +996,685+2.9% | Added |
| Silver Lake Group, L.L.C. | 34,735,404 | $1.53B | 30.50% | 00.0% | Unchanged |
| SC US (TTGP), Ltd. | 31,920,048 | $1.41B | 10.06% | −12,1350.0% | Reduced |
| BlackRock, Inc. | 18,590,077 | $821.1M | 0.01% | −5,012,933−21.2% | Reduced |
| Capital International Investors | 18,370,198 | $811.4M | 0.13% | −2,054,197−10.1% | Reduced |
| Wellington Management Group LLP | 15,486,346 | $684.0M | 0.12% | −2,727,529−15.0% | Reduced |
| Capital Research Global Investors | 14,057,270 | $620.9M | 0.11% | +12,651+0.1% | Added |
| FMR LLC | 9,721,848 | $429.4M | 0.02% | +2,829,494+41.1% | Added |
| Slate Path Capital LP | 8,200,752 | $362.2M | 4.89% | −2,490,100−23.3% | Reduced |
| Atreides Management, LP | 6,625,439 | $292.6M | 6.21% | +513,886+8.4% | Added |
| Geode Capital Management, LLC | 5,852,047 | $258.5M | 0.02% | +328,595+5.9% | Added |
| Point72 Asset Management, L.P. | 5,790,356 | $255.8M | 0.40% | +1,944,738+50.6% | Added |
| State Street Corp | 5,710,799 | $252.2M | 0.01% | −166,760−2.8% | Reduced |
| Norges Bank | 5,213,617 | $230.3M | 0.02% | +5,213,617 | New |
| Castle Hook Partners LP | 4,967,901 | $219.4M | 3.16% | −353,266−6.6% | Reduced |
| T. Rowe Price Investment Management, Inc. | 4,622,445 | $204.2M | 0.13% | +1,355,847+41.5% | Added |
| Nomura Asset Management International Inc. | 4,239,160 | $187.2M | 0.28% | +4,239,160 | New |
| Balyasny Asset Management LLC | 4,157,271 | $183.6M | 0.34% | +2,165,078+108.7% | Added |
| Morgan Stanley | 3,773,089 | $166.7M | 0.01% | −146,782−3.7% | Reduced |
| Jane Street Group, LLC | 3,591,469 | $158.6M | 0.19% | −762,709−17.5% | Reduced |
| D. E. Shaw & Co., Inc. | 3,290,784 | $145.4M | 0.11% | +2,819,032+597.6% | Added |
| Massachusetts Financial Services Co | 2,905,820 | $128.4M | 0.04% | +252,648+9.5% | Added |
| Invesco Ltd. | 2,903,554 | $128.2M | 0.01% | −1,457,438−33.4% | Reduced |
| Hood River Capital Management LLC | 2,792,007 | $123.3M | 1.35% | +16,352+0.6% | Added |
| Dimensional Fund Advisors LP | 2,779,052 | $122.8M | 0.03% | −410,578−12.9% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 2,727,648 | $120.5M | 0.41% | +274,302+11.2% | Added |
| Broad Peak Investment Advisers Pte Ltd | 2,642,765 | $116.7M | 20.93% | −206,672−7.3% | Reduced |
| Temasek Holdings (Private) Ltd | 2,520,421 | $111.3M | 0.36% | +1,039,876+70.2% | Added |
| Charles Schwab Investment Management Inc | 2,488,103 | $109.9M | 0.02% | +128,147+5.4% | Added |
| Ameriprise Financial Inc | 2,473,011 | $109.2M | 0.02% | −915,295−27.0% | Reduced |
| Alliancebernstein L.P. | 1,996,738 | $88.2M | 0.03% | +1,446,650+263.0% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 1,872,333 | $82.7M | 0.05% | −286,100−13.3% | Reduced |
| Nikko Asset Management Americas, Inc. | 1,871,775 | $82.6M | 0.96% | −282,971−13.1% | Reduced |
| Northern Trust Corp | 1,818,059 | $80.3M | 0.01% | −25,497−1.4% | Reduced |
| JPMorgan Chase & Co | 1,744,149 | $77.0M | 0.01% | +379,314+27.8% | Added |
| FengHe Fund Management Pte. Ltd. | 1,732,002 | $76.5M | 4.31% | +1,284,400+287.0% | Added |
| Resolute Partners Group | 1,621,429 | $71.6M | 23.35% | −2,146,147−57.0% | Reduced |
| Two Sigma Investments, LP | 1,585,110 | $70.0M | 0.10% | +275,988+21.1% | Added |
| Stephens Investment Management Group LLC | 1,569,541 | $69.3M | 0.90% | +183,315+13.2% | Added |
| UBS Group AG | 1,444,786 | $63.8M | 0.01% | −2,842,206−66.3% | Reduced |
| Susquehanna International Group, LLP | 1,423,014 | $62.9M | 0.09% | −1,744,597−55.1% | Reduced |
| Infinitum Asset Management, LLC | 1,400,000 | $61.8M | 9.15% | 00.0% | Unchanged |
| Nuveen, LLC | 1,382,396 | $61.1M | 0.02% | +278,171+25.2% | Added |
| Fred Alger Management, LLC | 1,330,976 | $58.8M | 0.23% | +1,323,589+17,917.8% | Added |
| WT Asset Management Ltd | 1,304,647 | $57.6M | 2.29% | +1,304,647 | New |
| Amundi | 1,281,161 | $56.6M | 0.02% | +644,932+101.4% | Added |
| Steadfast Capital Management LP | 1,210,470 | $53.5M | 0.94% | +1,210,470 | New |
| Price T Rowe Associates Inc | 1,193,312 | $52.7M | 0.01% | +429,124+56.2% | Added |
| Anomaly Capital Management, LP | 1,163,021 | $51.4M | 1.85% | +1,163,021 | New |
| Lord, Abbett & Co. LLC | 1,158,668 | $51.2M | 0.16% | +500,872+76.1% | Added |
| Bank of America Corp | 1,102,400 | $48.7M | 0.00% | −3,000−0.3% | Reduced |
| Bank of New York Mellon Corp | 1,095,428 | $48.4M | 0.01% | −75,716−6.5% | Reduced |
| Shannon River Fund Management LLC | 1,065,452 | $47.1M | 7.38% | +1,065,452 | New |
| Two Creeks Capital Management, LP | 1,063,773 | $47.0M | 3.85% | +1,063,773 | New |
| Frontier Capital Management Co LLC | 1,050,468 | $46.4M | 0.49% | −738,457−41.3% | Reduced |
| Goldman Sachs Group Inc | 988,091 | $43.6M | 0.01% | −79,029−7.4% | Reduced |
| ARK Investment Management LLCSuperinvestorARK Invest | 974,337 | $43.0M | 0.29% | −2,636−0.3% | Reduced |
| Ariose Capital Management Ltd | 924,583 | $40.8M | 13.68% | +452,983+96.1% | Added |
| Citigroup Inc | 862,299 | $38.1M | 0.03% | +160,936+22.9% | Added |
| Royal Bank of Canada | 842,765 | $37.2M | 0.01% | −1,494,787−63.9% | Reduced |
| Millennium Management LLC | 839,802 | $37.1M | 0.03% | +811,137+2,829.7% | Added |
| Jasper Ridge Partners, L.P. | 783,318 | $34.6M | 0.77% | 00.0% | Unchanged |
| Newbrook Capital Advisors LP | 748,875 | $33.1M | 4.15% | +162,448+27.7% | Added |
| First Trust Advisors LP | 736,906 | $32.5M | 0.02% | +72,646+10.9% | Added |
| UBS Asset Management Americas Inc | 734,371 | $32.4M | 0.01% | +6,739+0.9% | Added |
| Gilder Gagnon Howe & Co LLC | 731,222 | $32.3M | 0.34% | −13,833−1.9% | Reduced |
| Schonfeld Strategic Advisors LLC | 690,655 | $30.5M | 0.15% | −635,142−47.9% | Reduced |
| Kettle Hill Capital Management, LLC | 658,005 | $29.1M | 6.48% | +423,534+180.6% | Added |
| Qube Research & Technologies Ltd | 648,687 | $28.7M | 0.04% | +87,146+15.5% | Added |
| Swiss National Bank | 624,800 | $27.6M | 0.02% | +20,200+3.3% | Added |
| Van Eck Associates Corp | 586,464 | $25.9M | 0.02% | −146,643−20.0% | Reduced |
| Optimus Prime Fund Management Co., Ltd. | 585,500 | $25.9M | 2.08% | 00.0% | Unchanged |
| Citadel Advisors LLC | 573,476 | $25.3M | 0.02% | +56,114+10.8% | Added |
| California Public Employees Retirement System | 551,639 | $24.4M | 0.01% | +6,965+1.3% | Added |
| Contrarius Group Holdings Ltd | 545,529 | $24.1M | 1.17% | +161,527+42.1% | Added |
| Marsico Capital Management LLC | 530,693 | $23.4M | 0.65% | −3,415−0.6% | Reduced |
| Wells Fargo & Company | 519,150 | $22.9M | 0.00% | −379,337−42.2% | Reduced |
| Tudor Investment Corp Et Al | 509,275 | $22.5M | 0.12% | −369,206−42.0% | Reduced |
| Gotham Asset Management, LLC | 465,343 | $20.6M | 0.08% | +8,447+1.8% | Added |
| Canada Pension Plan Investment Board | 462,242 | $20.4M | 0.01% | +142,542+44.6% | Added |
| BNP Paribas Arbitrage, SA | 456,191 | $20.1M | 0.01% | −421,236−48.0% | Reduced |
| Tairen Capital Ltd | 443,765 | $19.6M | 2.04% | +203,559+84.7% | Added |
| Whittier Trust Co | 417,520 | $19.0M | 0.21% | 00.0% | Unchanged |
| Polar Capital Holdings Plc | 421,467 | $18.6M | 0.09% | +155,652+58.6% | Added |
| Algert Global LLC | 411,939 | $18.2M | 0.28% | +105,422+34.4% | Added |
| Duquesne Family Office LLCSuperinvestorDuquesne Family Office | 410,020 | $18.1M | 0.43% | −472,480−53.5% | Reduced |
| Barclays PLC | 398,749 | $17.6M | 0.01% | −19,490−4.7% | Reduced |
| Deutsche Bank AG | 397,268 | $17.5M | 0.01% | +288,745+266.1% | Added |
| Glazer Capital, LLC | 389,800 | $17.2M | 0.45% | +24,900+6.8% | Added |
| Exchange Traded Concepts, LLC | 380,318 | $16.8M | 0.14% | +11,181+3.0% | Added |
| SEI Investments Co | 371,241 | $16.4M | 0.02% | +154,986+71.7% | Added |
| Woodson Capital Management, LP | 360,000 | $15.9M | 2.46% | −215,000−37.4% | Reduced |
| Legal & General Group Plc | 354,249 | $15.6M | 0.00% | −54,985−13.4% | Reduced |
| Two Sigma Advisers, LP | 350,300 | $15.5M | 0.03% | +256,000+271.5% | Added |
| AQR Capital Management LLC | 344,413 | $15.2M | 0.01% | +167,874+95.1% | Added |
| TD Asset Management Inc | 337,696 | $14.9M | 0.01% | +96,800+40.2% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 326,293 | $14.4M | 0.04% | −1,228,043−79.0% | Reduced |
| Woodline Partners LP | 314,860 | $13.9M | 0.05% | +302,843+2,520.1% | Added |
| Alta Park Capital, LP | 312,807 | $13.8M | 1.66% | −105,843−25.3% | Reduced |
| California State Teachers Retirement System | 300,736 | $13.3M | 0.01% | +5,109+1.7% | Added |