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 |
|---|---|---|---|---|---|
| BlackRock, Inc. | 18,590,077 | $821.1M | 0.01% | −5,012,933−21.2% | Reduced |
| SC US (TTGP), Ltd. | 31,920,048 | $1.41B | 10.06% | −12,1350.0% | Reduced |
| Silver Lake Group, L.L.C. | 34,735,404 | $1.53B | 30.50% | 00.0% | Unchanged |
| Vanguard Group Inc | 35,553,296 | $1.57B | 0.02% | +996,685+2.9% | Added |
| Toroso Investments, LLC | 0 | $0 | 0.00% | −3,478,415−100.0% | Sold out |
| 12 West Capital Management LP | 0 | $0 | 0.00% | −965,000−100.0% | Sold out |
| Cramer Rosenthal McGlynn LLC | 0 | $0 | 0.00% | −405,584−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −331,087−100.0% | Sold out |
| Hampton Road Capital Management LP | 0 | $0 | 0.00% | −205,882−100.0% | Sold out |
| Yong Rong (HK) Asset Management Ltd | 0 | $0 | 0.00% | −200,000−100.0% | Sold out |
| DLD Asset Management, LP | 0 | $0 | 0.00% | −151,793−100.0% | Sold out |
| Barometer Capital Management Inc. | 0 | $0 | 0.00% | −131,722−100.0% | Sold out |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −131,000−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −123,860−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −98,565−100.0% | Sold out |
| Lombard Odier Asset Management (Europe) Ltd | 0 | $0 | 0.00% | – | Sold out |
| Atika Capital Management LLC | 0 | $0 | 0.00% | −80,000−100.0% | Sold out |
| GMT Capital Corp | 0 | $0 | 0.00% | −73,100−100.0% | Sold out |
| Hudson Bay Capital Management LP | 0 | $0 | 0.00% | −61,704−100.0% | Sold out |
| Sciencast Management LP | 0 | $0 | 0.00% | −57,322−100.0% | Sold out |
| Weiss Asset Management LP | 0 | $0 | 0.00% | −50,314−100.0% | Sold out |
| Oak Thistle LLC | 0 | $0 | 0.00% | −49,739−100.0% | Sold out |
| Panoramic Capital, LLC | 0 | $0 | 0.00% | −39,655−100.0% | Sold out |
| Caption Management, LLC | 0 | $0 | 0.00% | −36,959−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −34,700−100.0% | Sold out |
| CloudAlpha Capital Management Limited/Hong Kong | 0 | $0 | 0.00% | −31,232−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −30,163−100.0% | Sold out |
| Black Swift Group, LLC | 0 | $0 | 0.00% | −30,000−100.0% | Sold out |
| BOCHK Asset Management Ltd | 0 | $0 | 0.00% | −27,500−100.0% | Sold out |
| Alpha Family Trust | 0 | $0 | 0.00% | −27,252−100.0% | Sold out |
| Lighthouse Financial LLC | 0 | $0 | 0.00% | −26,680−100.0% | Sold out |
| Pinkerton Retirement Specialists, LLC | 0 | $0 | 0.00% | −25,124−100.0% | Sold out |
| Pinnbrook Capital Management LP | 0 | $0 | 0.00% | −22,646−100.0% | Sold out |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −21,700−100.0% | Sold out |
| Hussman Strategic Advisors, Inc. | 0 | $0 | 0.00% | −21,000−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −19,677−100.0% | Sold out |
| Worldquant Millennium Advisors LLC | 0 | $0 | 0.00% | −19,568−100.0% | Sold out |
| Johnson Investment Counsel Inc | 0 | $0 | 0.00% | −17,016−100.0% | Sold out |
| Prospera Financial Services Inc | 0 | $0 | 0.00% | −15,624−100.0% | Sold out |
| LJI Wealth Management, LLC | 0 | $0 | 0.00% | −15,000−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −13,472−100.0% | Sold out |
| Summit Wealth Group LLC | 0 | $0 | 0.00% | −20,061−100.0% | Sold out |
| Vestmark Advisory Solutions, Inc. | 0 | $0 | 0.00% | −12,224−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −12,089−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −10,729−100.0% | Sold out |
| Alphadyne Asset Management LP | 0 | $0 | 0.00% | −10,673−100.0% | Sold out |
| Oppenheimer Asset Management Inc. | 0 | $0 | 0.00% | −10,572−100.0% | Sold out |
| West Michigan Advisors, LLC | 0 | $0 | 0.00% | −10,222−100.0% | Sold out |
| Keystone Investors Pte Ltd | 0 | $0 | 0.00% | −10,212−100.0% | Sold out |
| Inceptionr LLC | 0 | $0 | 0.00% | −9,748−100.0% | Sold out |
| HarbourVest Partners LLC | 0 | $0 | 0.00% | −9,242−100.0% | Sold out |
| Polymer Capital Management (US) LLC | 0 | $0 | 0.00% | −8,709−100.0% | Sold out |
| Prosperity Wealth Management, Inc. | 0 | $0 | 0.00% | −8,700−100.0% | Sold out |
| Schroder Investment Management Group | 0 | $0 | 0.00% | −7,886−100.0% | Sold out |
| Plancorp, LLC | 0 | $0 | 0.00% | −7,861−100.0% | Sold out |
| Steel Peak Wealth Management LLC | 0 | $0 | 0.00% | −6,886−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −6,404−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −6,045−100.0% | Sold out |
| RBF Capital, LLC | 0 | $0 | 0.00% | −5,000−100.0% | Sold out |
| Kayne Anderson Rudnick Investment Management LLC | 0 | $0 | 0.00% | −4,128−100.0% | Sold out |
| Principal Securities, Inc. | 0 | $0 | 0.00% | −3,035−100.0% | Sold out |
| Mitsubishi UFJ Trust & Banking Corp | 0 | $0 | 0.00% | −2,488−100.0% | Sold out |
| Salem Investment Counselors Inc | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| Ci Investments Inc. | 0 | $0 | 0.00% | −844−100.0% | Sold out |
| Groupe la Francaise | 0 | $0 | 0.00% | −419−100.0% | Sold out |
| Transce3nd, LLC | 0 | $0 | 0.00% | −60−100.0% | Sold out |
| Family Legacy Financial Solutions, LLC | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| JPL Wealth Management, LLC | 0 | $0 | 0.00% | −83−100.0% | Sold out |
| Wealthspire Advisors, LLC | 0 | $0 | 0.00% | −48−100.0% | Sold out |
| IMG Wealth Management, Inc. | 0 | $0 | 0.00% | −30−100.0% | Sold out |
| WealthCollab, LLC | 0 | $0 | 0.00% | −16−100.0% | Sold out |
| Tortoise Investment Management, LLC | 0 | $0 | 0.00% | −11−100.0% | Sold out |
| Delta Asset Management LLC | 0 | $0 | 0.00% | −103−100.0% | Sold out |
| Frazier Financial Advisors, LLC | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| Pillar Financial Advisors, LLC | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | – | – | – | – | Not filed |
| Wolverine Trading, LLC | – | – | – | – | Not filed |
| Point72 Hong Kong Ltd | – | – | – | – | Not filed |
| Ridgewood Investments LLC | – | – | – | – | Not filed |
| Point72 Europe (London) LLP | – | – | – | – | Not filed |
| Hemington Wealth Management | – | – | – | – | Not filed |
| Optimum Investment Advisors | – | – | – | – | Not filed |