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 |
|---|---|---|---|---|---|
| Nishkama Capital, LLC | 270,770 | $12.0M | 1.62% | −176,583−39.5% | Reduced |
| State Board of Administration of Florida Retirement System | 275,807 | $12.2M | 0.02% | −6,080−2.2% | Reduced |
| Rhumbline Advisers | 287,689 | $12.7M | 0.01% | −880.0% | Reduced |
| Flight Deck Capital, LP | 299,000 | $13.2M | 11.26% | +99,400+49.8% | Added |
| California State Teachers Retirement System | 300,736 | $13.3M | 0.01% | +5,109+1.7% | Added |
| Alta Park Capital, LP | 312,807 | $13.8M | 1.66% | −105,843−25.3% | Reduced |
| Woodline Partners LP | 314,860 | $13.9M | 0.05% | +302,843+2,520.1% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 326,293 | $14.4M | 0.04% | −1,228,043−79.0% | Reduced |
| TD Asset Management Inc | 337,696 | $14.9M | 0.01% | +96,800+40.2% | Added |
| AQR Capital Management LLC | 344,413 | $15.2M | 0.01% | +167,874+95.1% | Added |
| Two Sigma Advisers, LP | 350,300 | $15.5M | 0.03% | +256,000+271.5% | Added |
| Legal & General Group Plc | 354,249 | $15.6M | 0.00% | −54,985−13.4% | Reduced |
| Woodson Capital Management, LP | 360,000 | $15.9M | 2.46% | −215,000−37.4% | Reduced |
| SEI Investments Co | 371,241 | $16.4M | 0.02% | +154,986+71.7% | Added |
| Exchange Traded Concepts, LLC | 380,318 | $16.8M | 0.14% | +11,181+3.0% | Added |
| Glazer Capital, LLC | 389,800 | $17.2M | 0.45% | +24,900+6.8% | Added |
| Deutsche Bank AG | 397,268 | $17.5M | 0.01% | +288,745+266.1% | Added |
| Barclays PLC | 398,749 | $17.6M | 0.01% | −19,490−4.7% | Reduced |
| Duquesne Family Office LLCSuperinvestorDuquesne Family Office | 410,020 | $18.1M | 0.43% | −472,480−53.5% | Reduced |
| Algert Global LLC | 411,939 | $18.2M | 0.28% | +105,422+34.4% | Added |
| Polar Capital Holdings Plc | 421,467 | $18.6M | 0.09% | +155,652+58.6% | Added |
| Whittier Trust Co | 417,520 | $19.0M | 0.21% | 00.0% | Unchanged |
| Tairen Capital Ltd | 443,765 | $19.6M | 2.04% | +203,559+84.7% | Added |
| BNP Paribas Arbitrage, SA | 456,191 | $20.1M | 0.01% | −421,236−48.0% | Reduced |
| Canada Pension Plan Investment Board | 462,242 | $20.4M | 0.01% | +142,542+44.6% | Added |
| Gotham Asset Management, LLC | 465,343 | $20.6M | 0.08% | +8,447+1.8% | Added |
| Tudor Investment Corp Et Al | 509,275 | $22.5M | 0.12% | −369,206−42.0% | Reduced |
| Wells Fargo & Company | 519,150 | $22.9M | 0.00% | −379,337−42.2% | Reduced |
| Marsico Capital Management LLC | 530,693 | $23.4M | 0.65% | −3,415−0.6% | Reduced |
| Contrarius Group Holdings Ltd | 545,529 | $24.1M | 1.17% | +161,527+42.1% | Added |
| California Public Employees Retirement System | 551,639 | $24.4M | 0.01% | +6,965+1.3% | Added |
| Citadel Advisors LLC | 573,476 | $25.3M | 0.02% | +56,114+10.8% | Added |
| Optimus Prime Fund Management Co., Ltd. | 585,500 | $25.9M | 2.08% | 00.0% | Unchanged |
| Van Eck Associates Corp | 586,464 | $25.9M | 0.02% | −146,643−20.0% | Reduced |
| Swiss National Bank | 624,800 | $27.6M | 0.02% | +20,200+3.3% | Added |
| Qube Research & Technologies Ltd | 648,687 | $28.7M | 0.04% | +87,146+15.5% | Added |
| Kettle Hill Capital Management, LLC | 658,005 | $29.1M | 6.48% | +423,534+180.6% | Added |
| Schonfeld Strategic Advisors LLC | 690,655 | $30.5M | 0.15% | −635,142−47.9% | Reduced |
| Gilder Gagnon Howe & Co LLC | 731,222 | $32.3M | 0.34% | −13,833−1.9% | Reduced |
| UBS Asset Management Americas Inc | 734,371 | $32.4M | 0.01% | +6,739+0.9% | Added |
| First Trust Advisors LP | 736,906 | $32.5M | 0.02% | +72,646+10.9% | Added |
| Newbrook Capital Advisors LP | 748,875 | $33.1M | 4.15% | +162,448+27.7% | Added |
| Jasper Ridge Partners, L.P. | 783,318 | $34.6M | 0.77% | 00.0% | Unchanged |
| Millennium Management LLC | 839,802 | $37.1M | 0.03% | +811,137+2,829.7% | Added |
| Royal Bank of Canada | 842,765 | $37.2M | 0.01% | −1,494,787−63.9% | Reduced |
| Citigroup Inc | 862,299 | $38.1M | 0.03% | +160,936+22.9% | Added |
| Ariose Capital Management Ltd | 924,583 | $40.8M | 13.68% | +452,983+96.1% | Added |
| ARK Investment Management LLCSuperinvestorARK Invest | 974,337 | $43.0M | 0.29% | −2,636−0.3% | Reduced |
| Goldman Sachs Group Inc | 988,091 | $43.6M | 0.01% | −79,029−7.4% | Reduced |
| Frontier Capital Management Co LLC | 1,050,468 | $46.4M | 0.49% | −738,457−41.3% | Reduced |
| Two Creeks Capital Management, LP | 1,063,773 | $47.0M | 3.85% | +1,063,773 | New |
| Shannon River Fund Management LLC | 1,065,452 | $47.1M | 7.38% | +1,065,452 | New |
| Bank of New York Mellon Corp | 1,095,428 | $48.4M | 0.01% | −75,716−6.5% | Reduced |
| Bank of America Corp | 1,102,400 | $48.7M | 0.00% | −3,000−0.3% | Reduced |
| Lord, Abbett & Co. LLC | 1,158,668 | $51.2M | 0.16% | +500,872+76.1% | Added |
| Anomaly Capital Management, LP | 1,163,021 | $51.4M | 1.85% | +1,163,021 | New |
| Price T Rowe Associates Inc | 1,193,312 | $52.7M | 0.01% | +429,124+56.2% | Added |
| Steadfast Capital Management LP | 1,210,470 | $53.5M | 0.94% | +1,210,470 | New |
| Amundi | 1,281,161 | $56.6M | 0.02% | +644,932+101.4% | Added |
| WT Asset Management Ltd | 1,304,647 | $57.6M | 2.29% | +1,304,647 | New |
| Fred Alger Management, LLC | 1,330,976 | $58.8M | 0.23% | +1,323,589+17,917.8% | Added |
| Nuveen, LLC | 1,382,396 | $61.1M | 0.02% | +278,171+25.2% | Added |
| Infinitum Asset Management, LLC | 1,400,000 | $61.8M | 9.15% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 1,423,014 | $62.9M | 0.09% | −1,744,597−55.1% | Reduced |
| UBS Group AG | 1,444,786 | $63.8M | 0.01% | −2,842,206−66.3% | Reduced |
| Stephens Investment Management Group LLC | 1,569,541 | $69.3M | 0.90% | +183,315+13.2% | Added |
| Two Sigma Investments, LP | 1,585,110 | $70.0M | 0.10% | +275,988+21.1% | Added |
| Resolute Partners Group | 1,621,429 | $71.6M | 23.35% | −2,146,147−57.0% | Reduced |
| FengHe Fund Management Pte. Ltd. | 1,732,002 | $76.5M | 4.31% | +1,284,400+287.0% | Added |
| JPMorgan Chase & Co | 1,744,149 | $77.0M | 0.01% | +379,314+27.8% | Added |
| Northern Trust Corp | 1,818,059 | $80.3M | 0.01% | −25,497−1.4% | Reduced |
| Nikko Asset Management Americas, Inc. | 1,871,775 | $82.6M | 0.96% | −282,971−13.1% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 1,872,333 | $82.7M | 0.05% | −286,100−13.3% | Reduced |
| Alliancebernstein L.P. | 1,996,738 | $88.2M | 0.03% | +1,446,650+263.0% | Added |
| Ameriprise Financial Inc | 2,473,011 | $109.2M | 0.02% | −915,295−27.0% | Reduced |
| Charles Schwab Investment Management Inc | 2,488,103 | $109.9M | 0.02% | +128,147+5.4% | Added |
| Temasek Holdings (Private) Ltd | 2,520,421 | $111.3M | 0.36% | +1,039,876+70.2% | Added |
| Broad Peak Investment Advisers Pte Ltd | 2,642,765 | $116.7M | 20.93% | −206,672−7.3% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 2,727,648 | $120.5M | 0.41% | +274,302+11.2% | Added |
| Dimensional Fund Advisors LP | 2,779,052 | $122.8M | 0.03% | −410,578−12.9% | Reduced |
| Hood River Capital Management LLC | 2,792,007 | $123.3M | 1.35% | +16,352+0.6% | Added |
| Invesco Ltd. | 2,903,554 | $128.2M | 0.01% | −1,457,438−33.4% | Reduced |
| Massachusetts Financial Services Co | 2,905,820 | $128.4M | 0.04% | +252,648+9.5% | Added |
| D. E. Shaw & Co., Inc. | 3,290,784 | $145.4M | 0.11% | +2,819,032+597.6% | Added |
| Jane Street Group, LLC | 3,591,469 | $158.6M | 0.19% | −762,709−17.5% | Reduced |
| Morgan Stanley | 3,773,089 | $166.7M | 0.01% | −146,782−3.7% | Reduced |
| Balyasny Asset Management LLC | 4,157,271 | $183.6M | 0.34% | +2,165,078+108.7% | Added |
| Nomura Asset Management International Inc. | 4,239,160 | $187.2M | 0.28% | +4,239,160 | New |
| T. Rowe Price Investment Management, Inc. | 4,622,445 | $204.2M | 0.13% | +1,355,847+41.5% | Added |
| Castle Hook Partners LP | 4,967,901 | $219.4M | 3.16% | −353,266−6.6% | Reduced |
| Norges Bank | 5,213,617 | $230.3M | 0.02% | +5,213,617 | New |
| State Street Corp | 5,710,799 | $252.2M | 0.01% | −166,760−2.8% | Reduced |
| Point72 Asset Management, L.P. | 5,790,356 | $255.8M | 0.40% | +1,944,738+50.6% | Added |
| Geode Capital Management, LLC | 5,852,047 | $258.5M | 0.02% | +328,595+5.9% | Added |
| Atreides Management, LP | 6,625,439 | $292.6M | 6.21% | +513,886+8.4% | Added |
| Slate Path Capital LP | 8,200,752 | $362.2M | 4.89% | −2,490,100−23.3% | Reduced |
| FMR LLC | 9,721,848 | $429.4M | 0.02% | +2,829,494+41.1% | Added |
| Capital Research Global Investors | 14,057,270 | $620.9M | 0.11% | +12,651+0.1% | Added |
| Wellington Management Group LLP | 15,486,346 | $684.0M | 0.12% | −2,727,529−15.0% | Reduced |
| Capital International Investors | 18,370,198 | $811.4M | 0.13% | −2,054,197−10.1% | Reduced |