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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
Assetmark, Inc4,897$216.3K0.00%+776+18.8%Added
Gabelli & Co Investment Advisers, Inc.4,800$212.0K0.03%+4,800New
Dara Capital US, Inc.4,767$210.6K0.19%+4,767New
ProShare Advisors LLC4,692$207.2K0.00%−1,290−21.6%Reduced
QVT Financial LP4,630$204.5K0.02%+4,630New
PharVision Advisers, LLC4,625$204.3K0.10%+4,625New
First Foundation Advisors4,578$202.2K0.01%+4,578New
Bailard, Inc.4,538$200.4K0.00%+4,538New
SRS Capital Advisors, Inc.4,444$196.3K0.01%+3,481+361.5%Added
BNP PARIBAS ASSET MANAGEMENT Holding S.A.4,425$195.0K0.00%+1,175+36.2%Added
Bayforest Capital Ltd4,324$191.0K0.14%−6,407−59.7%Reduced
Quest Partners LLC4,293$189.6K0.01%−2,068−32.5%Reduced
Kestra Advisory Services, LLC4,172$184.3K0.00%+4,172New
Global Retirement Partners, LLC4,154$183.5K0.00%+3,646+717.7%Added
Strategic Investment Solutions, Inc.3,842$169.7K0.04%−1,366−26.2%Reduced
Rakuten Securities, Inc.3,641$160.8K0.05%+63+1.8%Added
GAMMA Investing LLC3,575$157.9K0.01%+608+20.5%Added
Signaturefd, LLC3,520$155.5K0.00%+170+5.1%Added
Tower Research Capital LLC (TRC)3,453$152.5K0.00%+3,328+2,662.4%Added
Resona Asset Management Co.,Ltd.2,960$133.3K0.00%−137−4.4%Reduced
Danske Bank A/S2,900$128.1K0.00%+900+45.0%Added
Banque Cantonale Vaudoise2,730$121.0K0.00%−357−11.6%Reduced
Eurizon Capital SGR S.p.A.2,569$115.8K0.00%+2,569New
Newbridge Financial Services Group, Inc.2,479$109.5K0.02%−217−8.0%Reduced
Aster Capital Management (DIFC) Ltd2,371$104.7K0.05%+1,429+151.7%Added
IFP Advisors, Inc2,254$99.6K0.00%+508+29.1%Added
Friedenthal Financial2,206$97.4K0.05%+2,206New
Allworth Financial LP2,200$97.2K0.00%+301+15.9%Added
Steward Partners Investment Advisory, LLC2,149$94.9K0.00%+1,184+122.7%Added
Smartleaf Asset Management LLC2,067$93.3K0.00%+608+41.7%Added
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main2,031$91.8K0.00%+1,662+450.4%Added
Flagship Harbor Advisors, LLC1,854$81.9K0.00%+1,854New
Pacer Advisors, Inc.1,646$72.7K0.00%−288−14.9%Reduced
Roxbury Financial LLC1,500$66.3K0.06%00.0%Unchanged
Vestor Capital, LLC744$66.0K0.00%−262,845−99.7%Reduced
Wolverine Asset Management LLC1,401$61.9K0.00%−1,279−47.7%Reduced
FNY Investment Advisers, LLC1,377$60.0K0.02%−26,537−95.1%Reduced
Los Angeles Capital Management LLC1,533$55.4K0.00%+1,533New
Itau Unibanco Holding S.A.1,244$54.9K0.00%−671−35.0%Reduced
Financial Perspectives, Inc1,166$51.5K0.01%00.0%Unchanged
Atlantic Union Bankshares Corp1,153$50.9K0.00%−97−7.8%Reduced
Ronald Blue Trust, Inc.1,142$50.4K0.00%+1,109+3,360.6%Added
GF Fund Management Co. Ltd.1,128$49.8K0.00%+1,128New
SageView Advisory Group, LLC1,124$49.6K0.00%+1,124New
Cornerstone Planning Group LLC1,216$48.8K0.01%+1,186+3,953.3%Added
TD Waterhouse Canada Inc.1,080$47.7K0.00%00.0%Unchanged
Natixis1,029$45.5K0.00%+1,029New
Massmutual Trust Co FSB971$42.9K0.00%−2−0.2%Reduced
Larson Financial Group LLC826$36.5K0.00%+98+13.5%Added
International Assets Investment Management, LLC819$36.2K0.00%+819New
EverSource Wealth Advisors, LLC808$35.7K0.00%−379−31.9%Reduced
Huntington National Bank802$35.4K0.00%+9+1.1%Added
Root Financial Partners, LLC750$33.1K0.00%+66+9.6%Added
CX Institutional756$33.0K0.00%−3−0.4%Reduced
V-Square Quantitative Management LLC688$30.4K0.00%+688New
Tradewinds Capital Management, LLC665$29.4K0.01%−250−27.3%Reduced
Versant Capital Management, Inc636$28.1K0.00%−55−8.0%Reduced
REAP Financial Group, LLC628$27.7K0.01%+628New
Front Row Advisors LLC626$27.6K0.01%00.0%Unchanged
Harbour Investments, Inc.622$27.5K0.00%−142−18.6%Reduced
Nomura Asset Management Co Ltd570$25.2K0.00%00.0%Unchanged
Twin Lakes Capital Management, LLC570$25.2K0.01%00.0%Unchanged
Macquarie Group Ltd566$25.0K0.00%−3,870,478−100.0%Reduced
Quadrant Capital Group LLC552$24.4K0.00%+15+2.8%Added
Murphy & Mullick Capital Management Corp550$24.3K0.02%00.0%Unchanged
Covestor Ltd535$24.0K0.01%+11+2.1%Added
DV Equities, LLC500$22.1K0.00%+500New
Armstrong Advisory Group, Inc492$21.7K0.00%00.0%Unchanged
Federated Hermes, Inc.472$20.8K0.00%−21−4.3%Reduced
HM Payson & Co460$20.3K0.00%00.0%Unchanged
Quarry LP433$19.1K0.00%−3,152−87.9%Reduced
Raleigh Capital Management Inc.396$17.5K0.01%+396New
Quent Capital, LLC392$17.3K0.00%+15+4.0%Added
Elequin Capital LP389$17.2K0.00%+389New
Uniplan Investment Counsel, Inc.385$17.0K0.00%+385New
Zions Bancorporation, National Association380$16.8K0.00%+380New
WPG Advisers, LLC375$16.6K0.01%+281+298.9%Added
Raelipskie Partnership325$14.4K0.01%00.0%Unchanged
Basecamp Wealth Advisors LLC320$14.1K0.00%+320New
Private Wealth Management Group, LLC306$13.5K0.00%−6−1.9%Reduced
Kohmann Bosshard Financial Services, LLC285$12.6K0.00%+285New
First Horizon Corp282$12.5K0.00%+275+3,928.6%Added
Salomon & Ludwin, LLC270$12.4K0.00%00.0%Unchanged
MCF Advisors LLC278$12.3K0.00%+278New
LRI Investments, LLC268$11.8K0.00%+268New
Parkside Financial Bank & Trust254$11.2K0.00%+35+16.0%Added
Game Plan Financial Advisors, LLC250$11.0K0.00%00.0%Unchanged
Hantz Financial Services, Inc.254$11.0K0.00%+46+22.1%Added
Cullen/Frost Bankers, Inc.236$10.4K0.00%+236New
Accent Capital Management, LLC235$10.4K0.00%00.0%Unchanged
DV Trading LLC226$9.98K0.00%+226New
Dunhill Financial, LLC223$9.83K0.00%+6+2.8%Added
Rachor Investment Advisory Services, LLC220$9.72K0.01%+220New
Inlight Wealth Management, LLC212$9.36K0.00%00.0%Unchanged
Kerr Financial Planning Corp400$9.24K0.01%+396+9,900.0%Added
Migdal Insurance & Financial Holdings Ltd.200$9.00K0.00%00.0%Unchanged
TSFG, LLC200$9.00K0.00%00.0%Unchanged
DHJJ Financial Advisors, Ltd.200$8.83K0.00%00.0%Unchanged
Operose Advisors LLC195$8.61K0.00%00.0%Unchanged
Sachetta, LLC186$8.22K0.00%00.0%Unchanged