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 |
|---|---|---|---|---|---|
| RPG Investment Advisory, LLC | 51,825 | $2.29M | 0.26% | +700+1.4% | Added |
| KBC Group NV | 51,960 | $2.29M | 0.01% | +43,468+511.9% | Added |
| Voleon Capital Management LP | 52,706 | $2.33M | 0.05% | −85,671−61.9% | Reduced |
| Cerity Partners LLC | 54,748 | $2.42M | 0.00% | −3,281−5.7% | Reduced |
| Man Group plc | 54,958 | $2.43M | 0.00% | +48,596+763.8% | Added |
| Federation des caisses Desjardins du Quebec | 56,999 | $2.52M | 0.01% | +2,302+4.2% | Added |
| Clear Street Group Inc. | 61,538 | $2.72M | 0.01% | +20,533+50.1% | Added |
| SBI Securities Co., Ltd. | 64,061 | $2.83M | 0.07% | −12,137−15.9% | Reduced |
| Mariner, LLC | 63,943 | $2.83M | 0.00% | +11,375+21.6% | Added |
| Teacher Retirement System of Texas | 64,397 | $2.84M | 0.01% | −14,255−18.1% | Reduced |
| Envestnet Asset Management Inc | 64,838 | $2.86M | 0.00% | +52,960+445.9% | Added |
| TB Alternative Assets Ltd. | 65,846 | $2.91M | 0.48% | +65,846 | New |
| Lighthouse Investment Partners, LLC | 66,355 | $2.93M | 0.10% | +66,355 | New |
| Commonwealth Equity Services, LLC | 67,205 | $2.97M | 0.00% | −7,777−10.4% | Reduced |
| Twin Tree Management, LP | 68,748 | $3.04M | 0.31% | −74,138−51.9% | Reduced |
| KLP Kapitalforvaltning AS | 68,900 | $3.04M | 0.01% | +3,900+6.0% | Added |
| Citizens Financial Group Inc | 68,963 | $3.05M | 0.04% | −3,665−5.0% | Reduced |
| Susquehanna Fundamental Investments, LLC | 72,910 | $3.22M | 0.11% | 00.0% | Unchanged |
| Occudo Quantitative Strategies LP | 75,638 | $3.34M | 0.22% | +75,638 | New |
| National Philanthropic Trust | 76,572 | $3.38M | 0.03% | 00.0% | Unchanged |
| Moors & Cabot, Inc. | 77,692 | $3.43M | 0.15% | +4,397+6.0% | Added |
| Formula Growth Ltd | 80,000 | $3.53M | 1.36% | −5,000−5.9% | Reduced |
| Torrey Growth & Income Advisors | 80,374 | $3.55M | 1.23% | +654+0.8% | Added |
| Seldon Capital LP | 80,620 | $3.56M | 1.23% | −77,200−48.9% | Reduced |
| EFG International AG | 81,013 | $3.58M | 0.07% | +81,013 | New |
| Nano Cap New Millennium Growth Fund L P | 84,000 | $3.71M | 3.17% | +84,000 | New |
| Walleye Trading LLC | 85,646 | $3.78M | 0.06% | −63,342−42.5% | Reduced |
| Integrated Wealth Concepts LLC | 86,322 | $3.81M | 0.05% | −13,652−13.7% | Reduced |
| Victory Capital Management Inc | 86,337 | $3.81M | 0.00% | +31,774+58.2% | Added |
| Arizona State Retirement System | 86,631 | $3.83M | 0.02% | −5,625−6.1% | Reduced |
| Cetera Investment Advisers | 87,288 | $3.86M | 0.00% | −8,486−8.9% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 89,203 | $3.97M | 0.01% | +16,918+23.4% | Added |
| Daiwa Securities Group Inc. | 92,588 | $4.09M | 0.01% | +34,204+58.6% | Added |
| Handelsbanken Fonder AB | 92,800 | $4.10M | 0.01% | +1,500+1.6% | Added |
| Pasadena Private Wealth, LLC | 96,428 | $4.26M | 0.58% | −5,000−4.9% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 97,874 | $4.32M | 0.10% | +53,450+120.3% | Added |
| Manufacturers Life Insurance Company, The | 97,740 | $4.33M | 0.00% | +10,581+12.1% | Added |
| Public Employees Retirement System of Ohio | 98,544 | $4.35M | 0.01% | −1,766−1.8% | Reduced |
| Russell Investments Group, Ltd. | 99,089 | $4.38M | 0.00% | +24,947+33.6% | Added |
| Sphera Management Technology Funds Ltd | 100,000 | $4.42M | 2.31% | −10,000−9.1% | Reduced |
| Maytus Capital Management, LLC | 105,000 | $4.64M | 1.10% | +105,000 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 106,170 | $4.69M | 0.01% | +38,940+57.9% | Added |
| Hidden Lake Asset Management LP | 106,946 | $4.72M | 2.57% | +13,083+13.9% | Added |
| Arvin Capital Management LP | 108,588 | $4.80M | 1.03% | −126,070−53.7% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 109,229 | $4.83M | 0.00% | −87,529−44.5% | Reduced |
| Hel Ved Capital Management Ltd | 109,522 | $4.84M | 1.67% | +742+0.7% | Added |
| State of New Jersey Common Pension Fund D | 110,140 | $4.86M | 0.02% | −1,091−1.0% | Reduced |
| Polar Asset Management Partners Inc. | 113,300 | $5.00M | 0.10% | −152,174−57.3% | Reduced |
| Affinity Capital Advisors, LLC | 114,450 | $5.06M | 0.70% | +360.0% | Added |
| Ieq Capital, LLC | 115,188 | $5.09M | 0.02% | −7,919−6.4% | Reduced |
| Cinctive Capital Management LP | 115,790 | $5.11M | 0.30% | −2,257−1.9% | Reduced |
| Point Break Capital Management, LLC | 118,000 | $5.21M | 4.62% | +118,000 | New |
| AnglePoint Asset Management Ltd | 121,378 | $5.36M | 3.98% | −96,468−44.3% | Reduced |
| PEAK6 LLC | 121,978 | $5.39M | 0.15% | −44,928−26.9% | Reduced |
| Capital Wealth Planning, LLC | 123,087 | $5.44M | 0.04% | +74,018+150.8% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 123,876 | $5.47M | 0.02% | −21,877−15.0% | Reduced |
| Creative Planning | 124,182 | $5.49M | 0.00% | +6,739+5.7% | Added |
| Winton Group Ltd | 124,801 | $5.51M | 0.19% | −172,858−58.1% | Reduced |
| Principal Financial Group Inc | 125,465 | $5.54M | 0.00% | −86,221−40.7% | Reduced |
| Ratan Capital Management LP | 126,399 | $5.58M | 1.54% | +76,000+150.8% | Added |
| LPL Financial LLC | 127,175 | $5.62M | 0.00% | +58,454+85.1% | Added |
| Hidden Cove Wealth Management, LLC | 132,307 | $5.84M | 3.78% | +40.0% | Added |
| Montaka Global Pty Ltd | 132,673 | $5.86M | 2.77% | +132,673 | New |
| Treasurer of the State of North Carolina | 134,937 | $5.96M | 0.02% | −7,452−5.2% | Reduced |
| Caxton Associates LLP | 135,645 | $5.99M | 0.12% | +135,645 | New |
| Optiver Holding B.V. | 135,801 | $6.00M | 0.11% | −106,836−44.0% | Reduced |
| Blair William & Co | 137,366 | $6.07M | 0.02% | −5,718−4.0% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 137,680 | $6.08M | 0.05% | −2,487−1.8% | Reduced |
| Janus Henderson Group PLC | 139,782 | $6.17M | 0.00% | −68,836−33.0% | Reduced |
| CenterBook Partners LP | 147,708 | $6.52M | 0.32% | +125,282+558.6% | Added |
| 1832 Asset Management L.P. | 148,500 | $6.56M | 0.01% | +148,500 | New |
| Brevan Howard Capital Management LP | 148,586 | $6.56M | 0.13% | +115,588+350.3% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 148,963 | $6.58M | 0.01% | −57,676−27.9% | Reduced |
| Metavasi Capital LP | 150,000 | $6.63M | 2.92% | +150,000 | New |
| Verition Fund Management LLC | 152,966 | $6.76M | 0.04% | −57,732−27.4% | Reduced |
| Capital Fund Management S.A. | 155,473 | $6.87M | 0.06% | +155,473 | New |
| Davy Global Fund Management Ltd | 164,723 | $7.28M | 0.50% | +17,366+11.8% | Added |
| New York State Common Retirement Fund | 165,174 | $7.30M | 0.01% | 00.0% | Unchanged |
| Comerica Bank | 169,798 | $7.50M | 0.03% | −18,452−9.8% | Reduced |
| Beaconlight Capital, LLC | 170,521 | $7.53M | 4.40% | +53,240+45.4% | Added |
| Picton Mahoney Asset Management | 172,124 | $7.60M | 0.08% | +65,871+62.0% | Added |
| Oddo BHF Asset Management SAS | 172,611 | $7.62M | 0.29% | +75,001+76.8% | Added |
| SG Americas Securities, LLC | 184,648 | $8.16M | 0.01% | +113,823+160.7% | Added |
| Zacks Investment Management | 189,758 | $8.38M | 0.07% | +189,758 | New |
| Neuberger Berman Group LLC | 199,071 | $8.79M | 0.01% | +38,977+24.3% | Added |
| Potrero Capital Research LLC | 200,000 | $8.83M | 2.97% | −135,327−40.4% | Reduced |
| State of Wisconsin Investment Board | 203,524 | $8.99M | 0.02% | +132,558+186.8% | Added |
| HSBC Holdings PLC | 204,100 | $9.14M | 0.01% | −164,674−44.7% | Reduced |
| Boothbay Fund Management, LLC | 210,580 | $9.30M | 0.24% | +79,198+60.3% | Added |
| Quantinno Capital Management LP | 224,236 | $9.90M | 0.02% | +18,019+8.7% | Added |
| Walleye Capital LLC | 227,781 | $10.1M | 0.06% | +120,177+111.7% | Added |
| Franklin Resources Inc | 229,332 | $10.1M | 0.00% | +215,796+1,594.2% | Added |
| Freestone Grove Partners LP | 231,206 | $10.2M | 0.07% | +231,206 | New |
| Primecap Management Co | 244,994 | $10.8M | 0.01% | −70,020−22.2% | Reduced |
| Squarepoint Ops LLC | 245,500 | $10.8M | 0.02% | 00.0% | Unchanged |
| HB Wealth Management, LLC | 248,035 | $11.0M | 0.07% | +2,303+0.9% | Added |
| Prelude Capital Management, LLC | 248,837 | $11.0M | 0.81% | −129,062−34.2% | Reduced |
| ExodusPoint Capital Management, LP | 253,083 | $11.2M | 0.12% | +92,139+57.2% | Added |
| Great Lakes Advisors, LLC | 256,890 | $11.3M | 0.09% | −83,172−24.5% | Reduced |
| Susquehanna Portfolio Strategies, LLC | 261,985 | $11.6M | 0.18% | 00.0% | Unchanged |