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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, Q1 2026

Institutional positions in Unity Software Inc. as of Mar 31, 2026. 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
528
−67 vs. Q4 2025
Shares held
344.9M
+39.9M (+13.1%) vs. Q4 2025
Total value
$7.57B
−$5.90B (−43.8%) vs. Q4 2025
New holders
107
205 more added
Sold out
174
139 more reduced

9 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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 holdersQ1 2026: 528 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 heldQ1 2026: $7.57B
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, Q1 2026

Shares, value and share of portfolio for each institution holding Unity Software Inc.; share changes are against Q4 2025.

Institutions holding U in Q1 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Silver Lake Group, L.L.C.34,735,404$762.1M20.72%00.0%Unchanged
SC US (TTGP), Ltd.31,824,924$698.2M7.55%−95,124−0.3%Reduced
BlackRock, Inc.18,934,202$415.4M0.01%+344,125+1.9%Added
Vanguard Portfolio Management LLC18,587,893$407.8M0.02%+18,587,893New
Vanguard Capital Management LLC15,557,101$341.3M0.01%+15,557,101New
Atreides Management, LP12,385,322$271.7M6.62%+5,759,883+86.9%Added
Slate Path Capital LP11,349,752$249.0M3.70%+3,149,000+38.4%Added
Wellington Management Group LLP9,918,411$217.6M0.04%−5,567,935−36.0%Reduced
D. E. Shaw & Co., Inc.8,018,061$175.9M0.14%+4,727,277+143.7%Added
Two Sigma Investments, LP7,908,699$173.5M0.14%+6,323,589+398.9%Added
Point72 Asset Management, L.P.6,677,309$146.5M0.25%+886,953+15.3%Added
Morgan Stanley6,638,790$145.7M0.01%+2,865,701+76.0%Added
Geode Capital Management, LLC6,246,503$138.8M0.01%+394,456+6.7%Added
State Street Corp5,931,616$130.1M0.00%+220,817+3.9%Added
FMR LLC5,921,765$129.9M0.01%−3,800,083−39.1%Reduced
Capital Research Global Investors5,123,630$112.4M0.02%−8,933,640−63.6%Reduced
Citadel Advisors LLC4,988,199$109.4M0.08%+4,414,723+769.8%Added
T. Rowe Price Investment Management, Inc.4,670,618$102.5M0.07%+48,173+1.0%Added
Temasek Holdings (Private) Ltd4,582,843$100.5M0.34%+2,062,422+81.8%Added
Hood River Capital Management LLC4,493,753$98.6M0.99%+1,701,746+61.0%Added
Schonfeld Strategic Advisors LLC4,279,718$93.9M0.76%+3,589,063+519.7%Added
Infinitum Asset Management, LLC4,250,000$93.2M11.67%+2,850,000+203.6%Added
Dimensional Fund Advisors LP4,245,014$93.1M0.02%+1,465,962+52.8%Added
Jane Street Group, LLC3,882,232$85.2M0.09%+290,763+8.1%Added
Deutsche Bank AG3,575,509$78.4M0.03%+3,178,241+800.0%Added
D1 Capital Partners L.P.SuperinvestorD1 Capital Partners3,259,983$71.5M0.64%+3,259,983New
Millennium Management LLC3,239,465$71.1M0.05%+2,399,663+285.7%Added
Woodline Partners LP3,096,121$67.9M0.26%+2,781,261+883.3%Added
Susquehanna International Group, LLP2,910,993$63.9M0.08%+1,487,979+104.6%Added
UBS Group AG2,701,908$59.3M0.01%+1,257,122+87.0%Added
Charles Schwab Investment Management Inc2,692,110$59.1M0.01%+204,007+8.2%Added
Broad Peak Investment Advisers Pte Ltd2,642,765$58.0M11.77%00.0%Unchanged
Holocene Advisors, LP2,577,348$56.5M0.14%+2,577,348New
Goldman Sachs Group Inc2,506,223$55.0M0.01%+1,518,132+153.6%Added
Renaissance Technologies LLC2,485,597$54.5M0.09%+2,485,597New
Amundi2,229,427$48.9M0.01%+948,266+74.0%Added
WT Asset Management Ltd2,151,000$47.2M0.99%+846,353+64.9%Added
Vanguard Fiduciary Trust Co2,150,295$47.2M0.01%+2,150,295New
Two Creeks Capital Management, LP1,983,683$43.5M4.60%+919,910+86.5%Added
Northern Trust Corp1,843,398$40.4M0.01%+25,339+1.4%Added
Invesco Ltd.1,730,070$38.0M0.00%−1,173,484−40.4%Reduced
Van Eck Associates Corp1,719,283$37.7M0.03%+1,132,819+193.2%Added
Squarepoint Ops LLC1,701,274$37.3M0.08%+1,455,774+593.0%Added
Kora Management LP1,594,227$35.0M4.99%+1,566,000+5,547.9%Added
Voloridge Investment Management, LLC1,588,003$34.8M0.14%+1,588,003New
Nuveen, LLC1,539,922$33.8M0.01%+157,526+11.4%Added
Marshall Wace, LLP1,445,759$31.7M0.03%+1,445,759New
Flight Deck Capital, LP1,399,900$30.7M22.34%+1,100,900+368.2%Added
Capital World Investors1,379,310$30.3M0.00%+1,379,310New
Bank of America Corp1,359,999$29.8M0.00%+257,599+23.4%Added
Ameriprise Financial Inc1,251,297$27.5M0.01%−1,221,714−49.4%Reduced
Tudor Investment Corp Et Al1,210,390$26.6M0.14%+701,115+137.7%Added
Qube Research & Technologies Ltd1,148,436$25.2M0.04%+499,749+77.0%Added
Nikko Asset Management Americas, Inc.1,111,451$24.4M0.35%−760,324−40.6%Reduced
Sumitomo Mitsui Trust Holdings, Inc.1,111,451$24.4M0.02%−760,882−40.6%Reduced
Bank of New York Mellon Corp1,040,161$22.8M0.00%−55,267−5.0%Reduced
Royal Bank of Canada866,115$19.0M0.00%+23,350+2.8%Added
UBS Asset Management Americas Inc857,217$18.8M0.00%+122,846+16.7%Added
Resolute Partners Group831,379$18.2M7.54%−790,050−48.7%Reduced
Jasper Ridge Partners, L.P.783,318$17.2M0.38%00.0%Unchanged
HRT Financial LP772,441$16.9M0.04%+772,441New
Duquesne Family Office LLCSuperinvestorDuquesne Family Office738,785$16.2M0.55%+328,765+80.2%Added
Eminence Capital, LP724,782$15.9M0.36%+724,782New
Balyasny Asset Management LLC670,735$14.7M0.03%−3,486,536−83.9%Reduced
Hidden Lake Asset Management LP661,362$14.5M9.62%+554,416+518.4%Added
Barclays PLC647,358$14.2M0.01%+248,609+62.3%Added
Swiss National Bank627,400$13.8M0.01%+2,600+0.4%Added
Jupiter Asset Management Ltd616,880$13.5M0.07%+609,636+8,415.7%Added
First Trust Advisors LP588,523$12.9M0.01%−148,383−20.1%Reduced
Optimus Prime Fund Management Co., Ltd.585,500$12.8M1.24%00.0%Unchanged
Engineers Gate Manager LP576,114$12.6M0.16%+567,132+6,314.1%Added
Arohi Asset Management PTE Ltd.569,416$12.5M4.53%+519,416+1,038.8%Added
California Public Employees Retirement System558,113$12.2M0.01%+6,474+1.2%Added
Canada Pension Plan Investment Board525,574$11.5M0.01%+63,332+13.7%Added
AnglePoint Asset Management Ltd520,270$11.4M8.07%+398,892+328.6%Added
Citigroup Inc502,538$11.0M0.01%−359,761−41.7%Reduced
Algert Global LLC500,604$11.0M0.17%+88,665+21.5%Added
JPMorgan Chase & Co520,341$10.7M0.00%−1,223,808−70.2%Reduced
Connor, Clark & Lunn Investment Management Ltd.485,353$10.6M0.02%+159,060+48.7%Added
Walleye Capital LLC441,978$9.70M0.06%+214,197+94.0%Added
Marsico Capital Management LLC441,236$9.68M0.28%−89,457−16.9%Reduced
Wells Fargo & Company435,043$9.54M0.00%−84,107−16.2%Reduced
ING Groep NV420,100$9.22M0.06%+420,100New
Alyeska Investment Group, L.P.413,999$9.08M0.03%+413,999New
Exchange Traded Concepts, LLC413,861$9.08M0.07%+33,543+8.8%Added
Whittier Trust Co412,187$9.06M0.10%−5,333−1.3%Reduced
Quantinno Capital Management LP406,560$8.92M0.01%+182,324+81.3%Added
BNP Paribas Arbitrage, SA402,936$8.84M0.01%−53,255−11.7%Reduced
Clear Street Group Inc.386,051$8.47M0.05%+324,513+527.3%Added
California State Teachers Retirement System367,521$8.06M0.01%+66,785+22.2%Added
Capital Fund Management S.A.353,189$7.75M0.07%+197,716+127.2%Added
Beaconlight Capital, LLC345,309$7.58M4.27%+174,788+102.5%Added
Gotham Asset Management, LLC333,161$7.31M0.02%−132,182−28.4%Reduced
Tairen Capital Ltd328,865$7.22M0.78%−114,900−25.9%Reduced
Price T Rowe Associates Inc324,332$7.12M0.00%−868,980−72.8%Reduced
TD Asset Management Inc319,496$7.01M0.01%−18,200−5.4%Reduced
SEI Investments Co310,319$6.81M0.01%−60,922−16.4%Reduced
PEAK6 LLC303,732$6.66M0.19%+181,754+149.0%Added
Legal & General Group Plc295,549$6.48M0.00%−58,700−16.6%Reduced
Vanguard Asset Management, Ltd292,725$6.42M0.01%+292,725New