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 |
|---|---|---|---|---|---|
| Flight Deck Capital, LP | 299,000 | $13.2M | 11.26% | +99,400+49.8% | Added |
| Rhumbline Advisers | 287,689 | $12.7M | 0.01% | −880.0% | Reduced |
| State Board of Administration of Florida Retirement System | 275,807 | $12.2M | 0.02% | −6,080−2.2% | Reduced |
| Nishkama Capital, LLC | 270,770 | $12.0M | 1.62% | −176,583−39.5% | Reduced |
| Susquehanna Portfolio Strategies, LLC | 261,985 | $11.6M | 0.18% | 00.0% | Unchanged |
| Great Lakes Advisors, LLC | 256,890 | $11.3M | 0.09% | −83,172−24.5% | Reduced |
| ExodusPoint Capital Management, LP | 253,083 | $11.2M | 0.12% | +92,139+57.2% | Added |
| Prelude Capital Management, LLC | 248,837 | $11.0M | 0.81% | −129,062−34.2% | Reduced |
| HB Wealth Management, LLC | 248,035 | $11.0M | 0.07% | +2,303+0.9% | Added |
| Squarepoint Ops LLC | 245,500 | $10.8M | 0.02% | 00.0% | Unchanged |
| Primecap Management Co | 244,994 | $10.8M | 0.01% | −70,020−22.2% | Reduced |
| Freestone Grove Partners LP | 231,206 | $10.2M | 0.07% | +231,206 | New |
| Franklin Resources Inc | 229,332 | $10.1M | 0.00% | +215,796+1,594.2% | Added |
| Walleye Capital LLC | 227,781 | $10.1M | 0.06% | +120,177+111.7% | Added |
| Quantinno Capital Management LP | 224,236 | $9.90M | 0.02% | +18,019+8.7% | Added |
| Boothbay Fund Management, LLC | 210,580 | $9.30M | 0.24% | +79,198+60.3% | Added |
| HSBC Holdings PLC | 204,100 | $9.14M | 0.01% | −164,674−44.7% | Reduced |
| State of Wisconsin Investment Board | 203,524 | $8.99M | 0.02% | +132,558+186.8% | Added |
| Potrero Capital Research LLC | 200,000 | $8.83M | 2.97% | −135,327−40.4% | Reduced |
| Neuberger Berman Group LLC | 199,071 | $8.79M | 0.01% | +38,977+24.3% | Added |
| Zacks Investment Management | 189,758 | $8.38M | 0.07% | +189,758 | New |
| SG Americas Securities, LLC | 184,648 | $8.16M | 0.01% | +113,823+160.7% | Added |
| Oddo BHF Asset Management SAS | 172,611 | $7.62M | 0.29% | +75,001+76.8% | Added |
| Picton Mahoney Asset Management | 172,124 | $7.60M | 0.08% | +65,871+62.0% | Added |
| Beaconlight Capital, LLC | 170,521 | $7.53M | 4.40% | +53,240+45.4% | Added |
| Comerica Bank | 169,798 | $7.50M | 0.03% | −18,452−9.8% | Reduced |
| New York State Common Retirement Fund | 165,174 | $7.30M | 0.01% | 00.0% | Unchanged |
| Davy Global Fund Management Ltd | 164,723 | $7.28M | 0.50% | +17,366+11.8% | Added |
| Capital Fund Management S.A. | 155,473 | $6.87M | 0.06% | +155,473 | New |
| Verition Fund Management LLC | 152,966 | $6.76M | 0.04% | −57,732−27.4% | Reduced |
| Metavasi Capital LP | 150,000 | $6.63M | 2.92% | +150,000 | New |
| Mirae Asset Global ETFs Holdings Ltd. | 148,963 | $6.58M | 0.01% | −57,676−27.9% | Reduced |
| Brevan Howard Capital Management LP | 148,586 | $6.56M | 0.13% | +115,588+350.3% | Added |
| 1832 Asset Management L.P. | 148,500 | $6.56M | 0.01% | +148,500 | New |
| CenterBook Partners LP | 147,708 | $6.52M | 0.32% | +125,282+558.6% | Added |
| Janus Henderson Group PLC | 139,782 | $6.17M | 0.00% | −68,836−33.0% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 137,680 | $6.08M | 0.05% | −2,487−1.8% | Reduced |
| Blair William & Co | 137,366 | $6.07M | 0.02% | −5,718−4.0% | Reduced |
| Optiver Holding B.V. | 135,801 | $6.00M | 0.11% | −106,836−44.0% | Reduced |
| Caxton Associates LLP | 135,645 | $5.99M | 0.12% | +135,645 | New |
| Treasurer of the State of North Carolina | 134,937 | $5.96M | 0.02% | −7,452−5.2% | Reduced |
| Montaka Global Pty Ltd | 132,673 | $5.86M | 2.77% | +132,673 | New |
| Hidden Cove Wealth Management, LLC | 132,307 | $5.84M | 3.78% | +40.0% | Added |
| LPL Financial LLC | 127,175 | $5.62M | 0.00% | +58,454+85.1% | Added |
| Ratan Capital Management LP | 126,399 | $5.58M | 1.54% | +76,000+150.8% | Added |
| Principal Financial Group Inc | 125,465 | $5.54M | 0.00% | −86,221−40.7% | Reduced |
| Winton Group Ltd | 124,801 | $5.51M | 0.19% | −172,858−58.1% | Reduced |
| Creative Planning | 124,182 | $5.49M | 0.00% | +6,739+5.7% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 123,876 | $5.47M | 0.02% | −21,877−15.0% | Reduced |
| Capital Wealth Planning, LLC | 123,087 | $5.44M | 0.04% | +74,018+150.8% | Added |
| PEAK6 LLC | 121,978 | $5.39M | 0.15% | −44,928−26.9% | Reduced |
| AnglePoint Asset Management Ltd | 121,378 | $5.36M | 3.98% | −96,468−44.3% | Reduced |
| Point Break Capital Management, LLC | 118,000 | $5.21M | 4.62% | +118,000 | New |
| Cinctive Capital Management LP | 115,790 | $5.11M | 0.30% | −2,257−1.9% | Reduced |
| Ieq Capital, LLC | 115,188 | $5.09M | 0.02% | −7,919−6.4% | Reduced |
| Affinity Capital Advisors, LLC | 114,450 | $5.06M | 0.70% | +360.0% | Added |
| Polar Asset Management Partners Inc. | 113,300 | $5.00M | 0.10% | −152,174−57.3% | Reduced |
| State of New Jersey Common Pension Fund D | 110,140 | $4.86M | 0.02% | −1,091−1.0% | Reduced |
| Hel Ved Capital Management Ltd | 109,522 | $4.84M | 1.67% | +742+0.7% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 109,229 | $4.83M | 0.00% | −87,529−44.5% | Reduced |
| Arvin Capital Management LP | 108,588 | $4.80M | 1.03% | −126,070−53.7% | Reduced |
| Hidden Lake Asset Management LP | 106,946 | $4.72M | 2.57% | +13,083+13.9% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 106,170 | $4.69M | 0.01% | +38,940+57.9% | Added |
| Maytus Capital Management, LLC | 105,000 | $4.64M | 1.10% | +105,000 | New |
| Sphera Management Technology Funds Ltd | 100,000 | $4.42M | 2.31% | −10,000−9.1% | Reduced |
| Russell Investments Group, Ltd. | 99,089 | $4.38M | 0.00% | +24,947+33.6% | Added |
| Public Employees Retirement System of Ohio | 98,544 | $4.35M | 0.01% | −1,766−1.8% | Reduced |
| Manufacturers Life Insurance Company, The | 97,740 | $4.33M | 0.00% | +10,581+12.1% | Added |
| Y-Intercept (Hong Kong) Ltd | 97,874 | $4.32M | 0.10% | +53,450+120.3% | Added |
| Pasadena Private Wealth, LLC | 96,428 | $4.26M | 0.58% | −5,000−4.9% | Reduced |
| Handelsbanken Fonder AB | 92,800 | $4.10M | 0.01% | +1,500+1.6% | Added |
| Daiwa Securities Group Inc. | 92,588 | $4.09M | 0.01% | +34,204+58.6% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 89,203 | $3.97M | 0.01% | +16,918+23.4% | Added |
| Cetera Investment Advisers | 87,288 | $3.86M | 0.00% | −8,486−8.9% | Reduced |
| Arizona State Retirement System | 86,631 | $3.83M | 0.02% | −5,625−6.1% | Reduced |
| Victory Capital Management Inc | 86,337 | $3.81M | 0.00% | +31,774+58.2% | Added |
| Integrated Wealth Concepts LLC | 86,322 | $3.81M | 0.05% | −13,652−13.7% | Reduced |
| Walleye Trading LLC | 85,646 | $3.78M | 0.06% | −63,342−42.5% | Reduced |
| Nano Cap New Millennium Growth Fund L P | 84,000 | $3.71M | 3.17% | +84,000 | New |
| EFG International AG | 81,013 | $3.58M | 0.07% | +81,013 | New |
| Seldon Capital LP | 80,620 | $3.56M | 1.23% | −77,200−48.9% | Reduced |
| Torrey Growth & Income Advisors | 80,374 | $3.55M | 1.23% | +654+0.8% | Added |
| Formula Growth Ltd | 80,000 | $3.53M | 1.36% | −5,000−5.9% | Reduced |
| Moors & Cabot, Inc. | 77,692 | $3.43M | 0.15% | +4,397+6.0% | Added |
| National Philanthropic Trust | 76,572 | $3.38M | 0.03% | 00.0% | Unchanged |
| Occudo Quantitative Strategies LP | 75,638 | $3.34M | 0.22% | +75,638 | New |
| Susquehanna Fundamental Investments, LLC | 72,910 | $3.22M | 0.11% | 00.0% | Unchanged |
| Citizens Financial Group Inc | 68,963 | $3.05M | 0.04% | −3,665−5.0% | Reduced |
| KLP Kapitalforvaltning AS | 68,900 | $3.04M | 0.01% | +3,900+6.0% | Added |
| Twin Tree Management, LP | 68,748 | $3.04M | 0.31% | −74,138−51.9% | Reduced |
| Commonwealth Equity Services, LLC | 67,205 | $2.97M | 0.00% | −7,777−10.4% | Reduced |
| Lighthouse Investment Partners, LLC | 66,355 | $2.93M | 0.10% | +66,355 | New |
| TB Alternative Assets Ltd. | 65,846 | $2.91M | 0.48% | +65,846 | New |
| Envestnet Asset Management Inc | 64,838 | $2.86M | 0.00% | +52,960+445.9% | Added |
| Teacher Retirement System of Texas | 64,397 | $2.84M | 0.01% | −14,255−18.1% | Reduced |
| Mariner, LLC | 63,943 | $2.83M | 0.00% | +11,375+21.6% | Added |
| SBI Securities Co., Ltd. | 64,061 | $2.83M | 0.07% | −12,137−15.9% | Reduced |
| Clear Street Group Inc. | 61,538 | $2.72M | 0.01% | +20,533+50.1% | Added |
| Federation des caisses Desjardins du Quebec | 56,999 | $2.52M | 0.01% | +2,302+4.2% | Added |
| Man Group plc | 54,958 | $2.43M | 0.00% | +48,596+763.8% | Added |