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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
Synergy Financial Group, LTD10,984$241.0K0.18%+1,809+19.7%Added
Impact Partnership Wealth, LLC10,995$241.2K0.03%+10,995New
United Capital Financial Advisers, LLC11,031$242.0K0.00%+329+3.1%Added
Capstone Investment Advisors, LLC11,042$242.3K0.00%+11,042New
Fred Alger Management, LLC11,063$242.7K0.00%−1,319,913−99.2%Reduced
Ridgewood Investments LLC11,127$244.1K0.10%+11,127New
QRG Capital Management, Inc.11,390$249.9K0.00%−1,556−12.0%Reduced
Nisa Investment Advisors, LLC11,493$252.2K0.00%−14,871−56.4%Reduced
Susquehanna Fundamental Investments, LLC11,616$254.9K0.01%−61,294−84.1%Reduced
Sequoia Financial Advisors, LLC11,629$255.1K0.00%+2,722+30.6%Added
Two Sigma Securities, LLC11,640$255.4K0.03%+11,640New
O'Shaughnessy Asset Management, LLC11,936$261.9K0.00%−10,863−47.6%Reduced
Emerald Mutual Fund Advisers Trust12,180$267.2K0.01%+12,180New
F/M Investments LLC12,180$267.2K0.02%+12,180New
Vise Technologies, Inc.6,084$268.7K0.01%00.0%Unchanged
Freestone Capital Holdings, LLC12,353$271.0K0.01%+900+7.9%Added
CWM, LLC12,655$277.7K0.00%−2,973−19.0%Reduced
Aigen Investment Management, LP12,828$281.4K0.07%+6,631+107.0%Added
US Bancorp13,243$290.6K0.00%−23,947−64.4%Reduced
TCG Advisory Services, LLC13,444$295.0K0.01%−227−1.7%Reduced
Everence Capital Management Inc13,488$296.0K0.02%+1,698+14.4%Added
Landscape Capital Management, L.L.C.13,494$296.1K0.02%+13,494New
Patriot Financial Group Insurance Agency, LLC13,572$297.8K0.02%+13,572New
Flynn Zito Capital Management, LLC13,687$300.3K0.10%+6,900+101.7%Added
CMT Capital Markets Trading GmbH13,761$302.0K0.14%+13,761New
BBR Partners, LLC13,917$305.3K0.02%00.0%Unchanged
Fox Run Management, L.L.C.15,375$315.8K0.06%+15,375New
Franklin Resources Inc14,643$321.3K0.00%−214,689−93.6%Reduced
CIBC Asset Management Inc14,797$324.6K0.00%00.0%Unchanged
Winton Group Ltd15,000$329.1K0.01%−109,801−88.0%Reduced
Augustine Asset Management Inc15,052$330.2K0.07%00.0%Unchanged
Choate Investment Advisors15,108$331.5K0.01%−288−1.9%Reduced
Greenleaf Trust15,146$332.3K0.00%+2,806+22.7%Added
Wedmont Private Capital15,019$334.0K0.01%+4,322+40.4%Added
Bridgewater Advisors Inc.13,371$339.0K0.02%+147+1.1%Added
Magnetar Financial LLC15,513$340.4K0.00%+15,513New
180 Wealth Advisors, LLC15,535$340.8K0.04%+5,074+48.5%Added
Brown Advisory Inc15,720$344.9K0.00%+15,720New
Maryland State Retirement & Pension System16,062$352.4K0.01%00.0%Unchanged
Stifel Financial Corp16,132$353.9K0.00%−3,764−18.9%Reduced
Polymer Capital Management (US) LLC16,314$357.9K0.05%+16,314New
Boothbay Fund Management, LLC16,403$359.9K0.01%−194,177−92.2%Reduced
Amalgamated Bank16,400$360.0K0.00%−577−3.4%Reduced
CI Private Wealth, LLC16,556$362.0K0.00%−1,125−6.4%Reduced
Bokf, NA16,515$362.3K0.01%+16,515New
Inspire Advisors, LLC16,544$363.0K0.03%+16,544New
Bridgefront Capital, LLC16,624$364.7K0.09%+16,624New
Wealth Enhancement Advisory Services, LLC16,097$366.2K0.00%+4,635+40.4%Added
Twin Tree Management, LP16,796$368.5K0.08%−51,952−75.6%Reduced
Cambria Investment Management, L.P.17,050$374.1K0.02%−13,017−43.3%Reduced
Utah Retirement Systems17,083$374.8K0.00%00.0%Unchanged
Wealthfront Advisers LLC17,148$376.2K0.00%+3,157+22.6%Added
Wolverine Asset Management LLC17,223$377.9K0.01%+15,822+1,129.3%Added
Johnson Investment Counsel Inc17,276$379.0K0.00%+17,276New
Dynasty Wealth Management, LLC17,477$383.4K0.00%+17,477New
Jones Financial Companies LLLP19,726$383.7K0.00%+13,379+210.8%Added
Caisse de Depot Et Placement du Quebec18,100$397.1K0.00%+18,100New
Ensign Peak Advisors, Inc18,247$400.3K0.00%00.0%Unchanged
U.S. Capital Wealth Advisors, LLC18,439$404.6K0.01%+1,103+6.4%Added
Toronto Dominion Bank18,462$405.1K0.00%+18,462New
DnB Asset Management AS18,466$405.1K0.00%+12,228+196.0%Added
Envestnet Asset Management Inc18,581$407.7K0.00%−46,257−71.3%Reduced
Havemeyer Place LP18,716$410.6K0.05%+18,716New
Swiss Life Asset Management Ltd19,680$431.8K0.00%+4,819+32.4%Added
Lighthouse Investment Partners, LLC19,766$433.7K0.02%−46,589−70.2%Reduced
DC Investments Management, LLC20,250$444.3K0.17%00.0%Unchanged
Gsa Capital Partners LLP20,502$450.0K0.03%+20,502New
Bank of Montreal21,123$463.4K0.00%−462−2.1%Reduced
Lazard Asset Management LLC21,312$467.6K0.00%+12,192+133.7%Added
Halbert Hargrove Global Advisors, LLC21,725$476.6K0.02%00.0%Unchanged
Credit Agricole S A21,949$481.6K0.00%+16,942+338.4%Added
Banco Bilbao Vizcaya Argentaria, S.A.23,622$509.1K0.00%−73−0.3%Reduced
Daiwa Securities Group Inc.23,220$509.4K0.00%−69,368−74.9%Reduced
Vident Advisory, LLC24,321$533.6K0.00%+5,852+31.7%Added
MAI Capital Management24,505$537.6K0.00%+628+2.6%Added
Monaco Asset Management SAM25,000$548.5K0.17%+25,000New
HSBC Holdings PLC25,828$563.8K0.00%−178,272−87.3%Reduced
North Dakota State Investment Board25,774$565.5K0.02%−2,652−9.3%Reduced
Xponance, Inc.26,147$573.7K0.00%+7,126+37.5%Added
Teacher Retirement System of Texas26,253$576.0K0.00%−38,144−59.2%Reduced
Nwam LLC26,745$586.8K0.03%−54−0.2%Reduced
Fieldview Capital Management, LLC26,812$588.3K0.17%−8,118−23.2%Reduced
Inceptionr LLC27,037$593.2K0.14%+27,037New
Brinker Capital Investments, LLC27,198$596.7K0.01%+9,912+57.3%Added
Public Employees Retirement Association of Colorado27,400$601.0K0.00%00.0%Unchanged
Empowered Funds, LLC27,843$610.9K0.00%−11,399−29.0%Reduced
Ieq Capital, LLC27,949$613.2K0.00%−87,239−75.7%Reduced
Cresset Asset Management, LLC28,539$626.1K0.00%+1,758+6.6%Added
Thrivent Financial for Lutherans28,604$627.0K0.00%+4,033+16.4%Added
Edmond de Rothschild Holding S.A.29,000$636.3K0.01%+4,200+16.9%Added
Cinctive Capital Management LP29,026$636.8K0.04%−86,764−74.9%Reduced
Acadian Asset Management LLC30,295$662.0K0.00%+17,368+134.4%Added
DekaBank Deutsche Girozentrale30,568$676.0K0.00%00.0%Unchanged
M&T Bank Corp31,017$680.8K0.00%+3,648+13.3%Added
Advisor Group Holdings, Inc.31,369$688.2K0.00%+4,895+18.5%Added
Alphadyne Asset Management LP31,583$692.9K0.09%+31,583New
Clough Capital Partners L P31,885$699.6K0.07%+31,885New
Chicago Capital, LLC33,135$727.0K0.02%+28,068+553.9%Added
Legato Capital Management LLC33,261$729.7K0.07%+33,261New
Campbell & CO Investment Adviser LLC34,166$749.6K0.04%+34,166New