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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, 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.

Institutional holdersQ4 2025: 604 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 heldQ4 2025: $15.3B
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, Q4 2025

Shares, value and share of portfolio for each institution holding Unity Software Inc.; share changes are against Q3 2025.

Institutions holding U in Q4 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Callan Family Office, LLC12,598$556.5K0.01%+1,535+13.9%Added
Marex Group plc12,729$562.2K0.01%+2,206+21.0%Added
Atomi Financial Group, Inc.12,764$563.8K0.02%+3,354+35.6%Added
Tradition Wealth Management, LLC12,836$567.0K0.04%+231+1.8%Added
Acadian Asset Management LLC12,927$568.0K0.00%−2,522−16.3%Reduced
QRG Capital Management, Inc.12,946$571.8K0.01%+1,759+15.7%Added
Cadian Capital Management, LP13,000$574.2K0.04%+13,000New
Atria Investments LLC13,019$575.0K0.01%+3,129+31.6%Added
Kennedy Capital Management, Inc.13,086$578.0K0.01%−11,051−45.8%Reduced
Colony Group, LLC13,593$578.5K0.00%+2,249+19.8%Added
TCG Advisory Services, LLC13,671$603.8K0.02%+308+2.3%Added
Virginia Retirement Systems Et Al13,900$614.0K0.00%−17,300−55.4%Reduced
BBR Partners, LLC13,917$614.7K0.03%−64−0.5%Reduced
Wealthfront Advisers LLC13,991$618.0K0.00%−2,668−16.0%Reduced
Stephens Inc14,062$621.1K0.01%+2,236+18.9%Added
Truist Financial Corp14,112$623.3K0.00%+7,302+107.2%Added
Mercer Global Advisors Inc14,459$638.6K0.00%−743−4.9%Reduced
Catalyst Funds Management Pty Ltd14,674$648.2K0.15%+14,674New
CIBC Asset Management Inc14,797$653.6K0.00%+2,942+24.8%Added
Swiss Life Asset Management Ltd14,861$656.4K0.00%+449+3.1%Added
Soros Fund Management LLCSuperinvestorSoros Fund Management14,882$657.3K0.01%−35,118−70.2%Reduced
Augustine Asset Management Inc15,052$664.8K0.13%00.0%Unchanged
Choate Investment Advisors15,396$680.0K0.01%00.0%Unchanged
Graham Capital Management, L.P.15,451$682.5K0.02%+1,103+7.7%Added
CWM, LLC15,628$690.0K0.00%+1,965+14.4%Added
Janney Montgomery Scott LLC15,717$694.0K0.00%+7,736+96.9%Added
Maryland State Retirement & Pension System16,062$709.5K0.01%00.0%Unchanged
Ares Systematic Credit Ltd16,584$732.5K0.60%+16,584New
Headlands Technologies LLC16,845$744.0K0.06%+16,845New
Amalgamated Bank16,977$750.0K0.01%+665+4.1%Added
Utah Retirement Systems17,083$754.6K0.01%+342+2.0%Added
Brinker Capital Investments, LLC17,286$763.5K0.01%−177−1.0%Reduced
U.S. Capital Wealth Advisors, LLC17,336$765.7K0.02%−50−0.3%Reduced
Neo Ivy Capital Management17,599$777.3K0.12%−77,219−81.4%Reduced
CI Private Wealth, LLC17,681$781.0K0.00%+6,845+63.2%Added
Sterling Capital Management LLC18,114$800.1K0.01%−354−1.9%Reduced
Ensign Peak Advisors, Inc18,247$806.0K0.00%−35,700−66.2%Reduced
Vident Advisory, LLC18,469$815.8K0.01%+1,401+8.2%Added
Qsemble Capital Management, LP18,676$824.9K0.07%−37,363−66.7%Reduced
DekaBank Deutsche Girozentrale30,568$833.0K0.00%00.0%Unchanged
Xponance, Inc.19,021$840.2K0.01%+730+4.0%Added
Bank of Hawaii19,739$871.9K0.04%+19,739New
Stifel Financial Corp19,896$878.8K0.00%−571−2.8%Reduced
Polymer Capital Management (HK) LTD20,000$883.4K0.14%+14,417+258.2%Added
DC Investments Management, LLC20,250$894.4K0.40%00.0%Unchanged
Bank of Montreal21,585$953.4K0.00%−51−0.2%Reduced
Halbert Hargrove Global Advisors, LLC21,725$959.6K0.05%+2,728+14.4%Added
Penserra Capital Management LLC22,020$972.0K0.01%−6,429−22.6%Reduced
State of Wyoming22,587$997.7K0.11%−18,736−45.3%Reduced
O'Shaughnessy Asset Management, LLC22,799$1.01M0.01%+3,507+18.2%Added
Teachers Retirement System of the State of Kentucky23,407$1.03M0.01%−2,261−8.8%Reduced
Pathstone Holdings, LLC23,727$1.05M0.00%−998−4.0%Reduced
MAI Capital Management23,877$1.05M0.01%+2,828+13.4%Added
Banco Bilbao Vizcaya Argentaria, S.A.23,695$1.07M0.01%+5,579+30.8%Added
Lombard Odier Asset Management (USA) Corp24,471$1.08M0.44%+24,471New
Thrivent Financial for Lutherans24,571$1.08M0.00%00.0%Unchanged
Captrust Financial Advisors24,777$1.09M0.00%+1,603+6.9%Added
Edmond de Rothschild Holding S.A.24,800$1.10M0.02%+1,597+6.9%Added
Baader Bank INC25,270$1.11M0.09%+25,270New
Nisa Investment Advisors, LLC26,364$1.16M0.00%−842−3.1%Reduced
Advisor Group Holdings, Inc.26,474$1.17M0.00%−4,242−13.8%Reduced
Voya Investment Management LLC26,456$1.17M0.00%−13,294−33.4%Reduced
Cresset Asset Management, LLC26,781$1.18M0.01%−144−0.5%Reduced
Nwam LLC26,799$1.18M0.07%+18+0.1%Added
M&T Bank Corp27,369$1.21M0.00%+2,092+8.3%Added
Public Employees Retirement Association of Colorado27,400$1.21M0.00%00.0%Unchanged
Silvant Capital Management LLC27,613$1.22M0.04%+27,613New
Kora Management LP28,227$1.25M0.17%−311,273−91.7%Reduced
Belpointe Asset Management LLC28,272$1.25M0.05%+6,162+27.9%Added
Fortis Capital Advisors, LLC28,272$1.25M0.18%+6,162+27.9%Added
North Dakota State Investment Board28,426$1.26M0.05%+28,426New
Atom Investors LP28,435$1.26M0.10%+28,435New
HighVista Strategies LLC28,663$1.27M0.33%−38,566−57.4%Reduced
Greenland Capital Management LP30,000$1.33M0.19%+30,000New
Capelight Capital Asset Management LP30,000$1.33M1.31%+30,000New
Cambria Investment Management, L.P.30,067$1.33M0.08%00.0%Unchanged
New York Life Investment Management LLC31,279$1.38M0.01%−516−1.6%Reduced
O'Neil Global Advisors, Inc.32,207$1.42M0.49%+32,207New
Bluebird Wealth Management LLC33,797$1.49M1.39%+33,797New
Illinois Municipal Retirement Fund33,838$1.49M0.02%+10,588+45.5%Added
Trexquant Investment LP33,938$1.50M0.01%−186,409−84.6%Reduced
Fieldview Capital Management, LLC34,930$1.54M0.26%+34,930New
US Bancorp37,190$1.64M0.00%+4,468+13.7%Added
Blue Jean Financial LLC37,461$1.65M1.34%+37,461New
Parallax Volatility Advisers, L.P.37,628$1.66M0.05%−68,383−64.5%Reduced
Summit Trail Advisors, LLC37,734$1.67M0.03%−9,393−19.9%Reduced
Prudential Financial Inc38,303$1.69M0.00%+13,446+54.1%Added
Empowered Funds, LLC39,242$1.73M0.03%+1,606+4.3%Added
Militia Capital Partners, LP40,000$1.77M0.66%+40,000New
Nissay Asset Management Corp40,555$1.79M0.01%+3,211+8.6%Added
Vontobel Holding Ltd.40,637$1.79M0.01%+18,765+85.8%Added
JustInvest LLC41,029$1.81M0.02%+2,718+7.1%Added
Advisory Services Network, LLC41,160$1.82M0.03%−2,126−4.9%Reduced
Quantbot Technologies LP41,320$1.83M0.06%+38,809+1,545.6%Added
Simplex Trading, LLC42,783$1.89M0.05%+42,783New
Pictet Asset Management Holding SA46,713$2.06M0.00%+3,365+7.8%Added
HighTower Advisors, LLC48,439$2.14M0.00%−1,786−3.6%Reduced
Parallel Advisors, LLC49,521$2.19M0.04%+161+0.3%Added
Alight Capital Management LP50,000$2.21M0.59%−75,000−60.0%Reduced
Arohi Asset Management PTE Ltd.50,000$2.21M0.66%+50,000New