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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.

Q4 2025 vs. Q3 2025

How the institutions holding Unity Software Inc. changed between Q3 2025 and Q4 2025.

All holders in Q4 2025All holders in Q3 2025

13F holders of U: Q3 2025 compared with Q4 2025
MeasureQ3 2025Of which not filed for Q4 2025Q4 2025Change
Holders5517604+60
Shares346.8M844.7K346.0M+130.7K (0.0%)
Value$13.9B$34.4M$15.3B+$1.43B (+10.4%)

7 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so the changes leave them out.

New holders (131)

Institutions that held Unity Software Inc. at the end of Q4 2025 but not at the end of Q3 2025.

Showing the largest 100 of 131 by value.

Institutions new to U in Q4 2025
InstitutionSharesValue% of portfolio
Norges Bank5,213,617$230.3M0.02%
Nomura Asset Management International Inc.4,239,160$187.2M0.28%
WT Asset Management Ltd1,304,647$57.6M2.29%
Steadfast Capital Management LP1,210,470$53.5M0.94%
Anomaly Capital Management, LP1,163,021$51.4M1.85%
Shannon River Fund Management LLC1,065,452$47.1M7.38%
Two Creeks Capital Management, LP1,063,773$47.0M3.85%
Freestone Grove Partners LP231,206$10.2M0.07%
Zacks Investment Management189,758$8.38M0.07%
Capital Fund Management S.A.155,473$6.87M0.06%
Metavasi Capital LP150,000$6.63M2.92%
1832 Asset Management L.P.148,500$6.56M0.01%
Caxton Associates LLP135,645$5.99M0.12%
Montaka Global Pty Ltd132,673$5.86M2.77%
Point Break Capital Management, LLC118,000$5.21M4.62%
Maytus Capital Management, LLC105,000$4.64M1.10%
Nano Cap New Millennium Growth Fund L P84,000$3.71M3.17%
EFG International AG81,013$3.58M0.07%
Occudo Quantitative Strategies LP75,638$3.34M0.22%
Lighthouse Investment Partners, LLC66,355$2.93M0.10%
TB Alternative Assets Ltd.65,846$2.91M0.48%
Arohi Asset Management PTE Ltd.50,000$2.21M0.66%
Simplex Trading, LLC42,783$1.89M0.05%
Militia Capital Partners, LP40,000$1.77M0.66%
Blue Jean Financial LLC37,461$1.65M1.34%
Fieldview Capital Management, LLC34,930$1.54M0.26%
Bluebird Wealth Management LLC33,797$1.49M1.39%
O'Neil Global Advisors, Inc.32,207$1.42M0.49%
Greenland Capital Management LP30,000$1.33M0.19%
Capelight Capital Asset Management LP30,000$1.33M1.31%
Atom Investors LP28,435$1.26M0.10%
North Dakota State Investment Board28,426$1.26M0.05%
Silvant Capital Management LLC27,613$1.22M0.04%
Baader Bank INC25,270$1.11M0.09%
Lombard Odier Asset Management (USA) Corp24,471$1.08M0.44%
Bank of Hawaii19,739$871.9K0.04%
Headlands Technologies LLC16,845$744.0K0.06%
Ares Systematic Credit Ltd16,584$732.5K0.60%
Catalyst Funds Management Pty Ltd14,674$648.2K0.15%
Cadian Capital Management, LP13,000$574.2K0.04%
Sanctuary Advisors, LLC11,632$513.8K0.00%
J. Goldman & Co LP10,896$481.3K0.02%
MML Investors Services, LLC9,605$424.3K0.00%
Calamos Advisors LLC9,300$410.8K0.00%
REX Advisers, LLC9,200$406.4K5.06%
Titleist Asset Management, LLC8,936$394.7K0.03%
Axq Capital, LP7,958$351.5K0.08%
Merit Financial Group, LLC7,483$330.5K0.00%
Jupiter Asset Management Ltd7,244$320.0K0.00%
Persistent Asset Partners Ltd6,734$297.4K0.14%
AlphaGrep UK Ltd6,726$297.1K0.10%
Skopos Labs, Inc.6,477$291.8K0.01%
Beaumont Financial Advisors, LLC6,200$273.9K0.02%
Caisse des Depots Et Consignations6,180$273.0K0.01%
Vise Technologies, Inc.6,084$268.7K0.01%
Laird Norton Trust Company, LLC5,747$253.8K0.01%
Ascent Wealth Partners, LLC5,625$248.5K0.03%
Praxis Capital Management LLC5,500$242.9K0.87%
Sig Brokerage, LP5,482$242.1K0.08%
Capstone Capital Management Ltd5,479$242.0K0.23%
Equitable Holdings, Inc.5,310$234.5K0.00%
Leonteq Securities AG5,262$232.4K0.01%
Belvedere Trading LLC5,220$230.6K0.04%
Purpose Unlimited Inc.5,215$230.3K0.01%
Coldstream Capital Management Inc5,088$224.7K0.00%
Chicago Capital, LLC5,067$223.8K0.01%
Wealth Architects, LLC5,063$223.6K0.02%
Kestra Private Wealth Services, LLC4,906$216.7K0.00%
Gabelli & Co Investment Advisers, Inc.4,800$212.0K0.03%
Dara Capital US, Inc.4,767$210.6K0.19%
QVT Financial LP4,630$204.5K0.02%
PharVision Advisers, LLC4,625$204.3K0.10%
First Foundation Advisors4,578$202.2K0.01%
Bailard, Inc.4,538$200.4K0.00%
Kestra Advisory Services, LLC4,172$184.3K0.00%
Eurizon Capital SGR S.p.A.2,569$115.8K0.00%
Friedenthal Financial2,206$97.4K0.05%
Flagship Harbor Advisors, LLC1,854$81.9K0.00%
Los Angeles Capital Management LLC1,533$55.4K0.00%
GF Fund Management Co. Ltd.1,128$49.8K0.00%
SageView Advisory Group, LLC1,124$49.6K0.00%
Natixis1,029$45.5K0.00%
International Assets Investment Management, LLC819$36.2K0.00%
V-Square Quantitative Management LLC688$30.4K0.00%
REAP Financial Group, LLC628$27.7K0.01%
DV Equities, LLC500$22.1K0.00%
Raleigh Capital Management Inc.396$17.5K0.01%
Elequin Capital LP389$17.2K0.00%
Uniplan Investment Counsel, Inc.385$17.0K0.00%
Zions Bancorporation, National Association380$16.8K0.00%
Basecamp Wealth Advisors LLC320$14.1K0.00%
Kohmann Bosshard Financial Services, LLC285$12.6K0.00%
MCF Advisors LLC278$12.3K0.00%
LRI Investments, LLC268$11.8K0.00%
Cullen/Frost Bankers, Inc.236$10.4K0.00%
DV Trading LLC226$9.98K0.00%
Rachor Investment Advisory Services, LLC220$9.72K0.01%
Transamerica Financial Advisors, Inc.179$7.91K0.00%
Westfuller Advisors, LLC151$6.67K0.00%
ZRC Wealth Management, LLC147$6.49K0.00%

Sold out (71)

Institutions that held Unity Software Inc. at the end of Q3 2025 and filed for Q4 2025 without it.

Institutions that sold out of U in Q4 2025
InstitutionShares, Q3 2025Value, Q3 2025
Toroso Investments, LLC3,478,415$139.3M
12 West Capital Management LP965,000$38.6M
Cramer Rosenthal McGlynn LLC405,584$16.2M
Jump Financial, LLC331,087$13.3M
Hampton Road Capital Management LP205,882$8.24M
Yong Rong (HK) Asset Management Ltd200,000$8.01M
DLD Asset Management, LP151,793$6.08M
Barometer Capital Management Inc.131,722$5.27M
Healthcare of Ontario Pension Plan Trust Fund131,000$5.25M
Marshall Wace, LLP123,860$4.96M
Group One Trading, L.P.98,565$3.95M
Lombard Odier Asset Management (Europe) Ltd–$3.21M
Atika Capital Management LLC80,000$3.20M
GMT Capital Corp73,100$2.93M
Hudson Bay Capital Management LP61,704$2.47M
Sciencast Management LP57,322$2.30M
Weiss Asset Management LP50,314$2.01M
Oak Thistle LLC49,739$1.99M
Panoramic Capital, LLC39,655$1.59M
Caption Management, LLC36,959$1.48M
Bayesian Capital Management, LP34,700$1.39M
CloudAlpha Capital Management Limited/Hong Kong31,232$1.25M
Virtu Financial LLC30,163$1.21M
Black Swift Group, LLC30,000$1.20M
BOCHK Asset Management Ltd27,500$1.10M
Alpha Family Trust27,252$1.09M
Lighthouse Financial LLC26,680$1.07M
Pinkerton Retirement Specialists, LLC25,124$1.01M
Pinnbrook Capital Management LP22,646$906.7K
Jefferies Financial Group Inc.21,700$868.9K
Hussman Strategic Advisors, Inc.21,000$840.8K
Fox Run Management, L.L.C.19,677$787.9K
Worldquant Millennium Advisors LLC19,568$783.5K
Johnson Investment Counsel Inc17,016$681.3K
Prospera Financial Services Inc15,624$625.6K
LJI Wealth Management, LLC15,000$600.6K
Twinbeech Capital LP13,472$539.4K
Summit Wealth Group LLC20,061$527.6K
Vestmark Advisory Solutions, Inc.12,224$489.4K
Dynamic Technology Lab Private Ltd12,089$484.0K
FORA Capital, LLC10,729$429.6K
Alphadyne Asset Management LP10,673$427.3K
Oppenheimer Asset Management Inc.10,572$423.3K
West Michigan Advisors, LLC10,222$409.3K
Keystone Investors Pte Ltd10,212$408.9K
Inceptionr LLC9,748$390.3K
HarbourVest Partners LLC9,242$370.1K
Polymer Capital Management (US) LLC8,709$348.7K
Prosperity Wealth Management, Inc.8,700$348.3K
Schroder Investment Management Group7,886$338.6K
Plancorp, LLC7,861$314.8K
Steel Peak Wealth Management LLC6,886$275.7K
Gsa Capital Partners LLP6,404$256.0K
Two Sigma Securities, LLC6,045$242.0K
RBF Capital, LLC5,000$200.2K
Kayne Anderson Rudnick Investment Management LLC4,128$165.3K
Principal Securities, Inc.3,035$121.5K
Mitsubishi UFJ Trust & Banking Corp2,488$99.6K
Salem Investment Counselors Inc1,000$40.0K
Ci Investments Inc.844$34.0K
Groupe la Francaise419$15.3K
Transce3nd, LLC60$4.58K
Family Legacy Financial Solutions, LLC100$4.00K
JPL Wealth Management, LLC83$3.32K
Wealthspire Advisors, LLC48$1.92K
IMG Wealth Management, Inc.30$1.20K
WealthCollab, LLC16$641
Tortoise Investment Management, LLC11$440
Delta Asset Management LLC103$169
Frazier Financial Advisors, LLC3$121
Pillar Financial Advisors, LLC2$81

Not filed for Q4 2025 yet (7)

Institutions that held Unity Software Inc. at the end of Q3 2025 and haven't filed a 13F for Q4 2025. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding U in Q3 2025 that haven't filed for Q4 2025
InstitutionShares, Q3 2025Value, Q3 2025
Cubist Systematic Strategies, LLC570,110$22.8M
Wolverine Trading, LLC186,723$8.02M
Point72 Hong Kong Ltd66,575$2.67M
Ridgewood Investments LLC19,071$763.6K
Point72 Europe (London) LLP1,942$77.8K
Hemington Wealth Management316$12.0K
Optimum Investment Advisors10$400