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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
Rhumbline Advisers291,582$6.40M0.01%+3,893+1.4%Added
AQR Capital Management LLC287,543$6.23M0.00%−56,870−16.5%Reduced
State Board of Administration of Florida Retirement System281,546$6.18M0.01%+5,739+2.1%Added
Maytus Capital Management, LLC279,870$6.14M1.09%+174,870+166.5%Added
Alliancebernstein L.P.138,428$6.11M0.00%−1,858,310−93.1%Reduced
SG Americas Securities, LLC278,125$6.10M0.01%+93,477+50.6%Added
IMC-Chicago, LLC277,557$6.09M0.09%+277,557New
Optiver Holding B.V.273,890$6.01M0.23%+138,089+101.7%Added
State of Wisconsin Investment Board272,394$5.98M0.01%+68,870+33.8%Added
Nomura Holdings Inc271,650$5.96M0.05%+263,170+3,103.4%Added
KR Capital LP268,336$5.89M1.18%+268,336New
Susquehanna Portfolio Strategies, LLC261,985$5.75M0.09%00.0%Unchanged
Bank of Nova Scotia256,694$5.63M0.01%+256,694New
Apeiron Capital Ltd250,600$5.50M5.14%+250,600New
Metavasi Capital LP250,000$5.49M3.27%+100,000+66.7%Added
HB Wealth Management, LLC247,792$5.44M0.04%−243−0.1%Reduced
Arrowstreet Capital, Limited Partnership241,198$5.29M0.00%+241,198New
Arvin Capital Management LP220,382$4.84M1.13%+111,794+103.0%Added
Raymond James Financial Inc213,332$4.68M0.00%+203,308+2,028.2%Added
Nicholas Investment Partners, LP196,073$4.30M0.31%+196,073New
Voya Investment Management LLC193,967$4.26M0.00%+167,511+633.2%Added
New York State Common Retirement Fund186,026$4.08M0.01%+20,852+12.6%Added
Trexquant Investment LP166,368$3.65M0.03%+132,430+390.2%Added
Primecap Management Co165,310$3.63M0.00%−79,684−32.5%Reduced
Leonteq Securities AG164,537$3.61M0.22%+159,275+3,026.9%Added
Jain Global LLC164,087$3.60M0.05%+164,087New
Man Group plc161,005$3.53M0.01%+106,047+193.0%Added
Truxt Investmentos Ltda.154,536$3.39M2.18%+154,536New
Goodnow Investment Group, LLC154,460$3.39M0.37%+154,460New
Marex Group plc152,217$3.34M0.03%+139,488+1,095.8%Added
Mirae Asset Global ETFs Holdings Ltd.150,771$3.31M0.00%+1,808+1.2%Added
Walleye Trading LLC141,271$3.10M0.06%+55,625+64.9%Added
Vanguard Global Advisers, LLC140,875$3.09M0.00%+140,875New
Janus Henderson Group PLC139,782$3.07M0.00%00.0%Unchanged
Treasurer of the State of North Carolina139,631$3.06M0.01%+4,694+3.5%Added
Police & Firemen's Retirement System of New Jersey138,631$3.04M0.03%+951+0.7%Added
EFG International AG138,491$3.04M0.07%+57,478+70.9%Added
Verition Fund Management LLC137,520$3.02M0.03%−15,446−10.1%Reduced
Blue Zone Wealth Advisors, LLC132,314$2.90M0.59%+132,314New
Hidden Cove Wealth Management, LLC132,301$2.90M1.86%−60.0%Reduced
Zurcher Kantonalbank (Zurich Cantonalbank)132,077$2.90M0.01%+25,907+24.4%Added
Montaka Global Pty Ltd130,429$2.86M1.71%−2,244−1.7%Reduced
XTX Topco Ltd130,036$2.85M0.05%+124,781+2,374.5%Added
Formula Growth Ltd130,000$2.85M1.29%+50,000+62.5%Added
Caitong International Asset Management Co., Ltd125,459$2.75M0.51%+125,453+2,090,883.3%Added
Creative Planning124,589$2.73M0.00%+407+0.3%Added
State of New Jersey Common Pension Fund D121,629$2.67M0.01%+11,489+10.4%Added
Nano Cap New Millennium Growth Fund L P116,000$2.55M2.38%+32,000+38.1%Added
ExodusPoint Capital Management, LP115,059$2.52M0.03%−138,024−54.5%Reduced
Affinity Capital Advisors, LLC114,949$2.52M0.35%+499+0.4%Added
Brevan Howard Capital Management LP113,128$2.48M0.03%−35,458−23.9%Reduced
Great Lakes Advisors, LLC107,909$2.37M0.02%−148,981−58.0%Reduced
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.107,518$2.36M0.00%−1,711−1.6%Reduced
Fund 1 Investments, LLC102,306$2.24M0.29%+102,306New
Summit Trail Advisors, LLC100,834$2.21M0.03%+63,100+167.2%Added
Readystate Asset Management LP99,596$2.19M0.13%+99,596New
Blair William & Co99,493$2.18M0.01%−37,873−27.6%Reduced
Manufacturers Life Insurance Company, The98,949$2.17M0.00%+1,209+1.2%Added
Public Employees Retirement System of Ohio96,953$2.13M0.01%−1,591−1.6%Reduced
Russell Investments Group, Ltd.96,714$2.12M0.00%−2,375−2.4%Reduced
Oak Thistle LLC96,475$2.12M0.21%+96,475New
Cetera Investment Advisers95,686$2.10M0.00%+8,398+9.6%Added
Handelsbanken Fonder AB92,800$2.04M0.01%00.0%Unchanged
Neuberger Berman Group LLC91,994$2.02M0.00%−107,077−53.8%Reduced
Entropy Technologies, LP90,464$1.98M0.09%+90,464New
Arizona State Retirement System87,086$1.91M0.01%+455+0.5%Added
Victory Capital Management Inc86,635$1.90M0.00%+298+0.3%Added
Integrated Wealth Concepts LLC85,621$1.88M0.01%−701−0.8%Reduced
Natixis85,500$1.88M0.01%+84,471+8,209.0%Added
Qsemble Capital Management, LP83,406$1.83M0.14%+64,730+346.6%Added
Jump Financial, LLC81,073$1.78M0.03%+81,073New
Group One Trading, L.P.80,938$1.78M0.06%+80,938New
Vanguard Investments Australia, Ltd.80,849$1.77M0.01%+80,849New
Occudo Quantitative Strategies LP66,569$1.76M0.10%−9,069−12.0%Reduced
Moors & Cabot, Inc.79,692$1.75M0.07%+2,000+2.6%Added
Torrey Growth & Income Advisors78,683$1.73M0.73%−1,691−2.1%Reduced
LPL Financial LLC78,072$1.71M0.00%−49,103−38.6%Reduced
Axq Capital, LP76,806$1.69M0.22%+68,848+865.1%Added
National Philanthropic Trust76,572$1.68M0.02%00.0%Unchanged
Cypress Point Investment Management LP75,692$1.66M0.39%+75,692New
Commonwealth Equity Services, LLC75,012$1.65M0.00%+7,807+11.6%Added
KLP Kapitalforvaltning AS74,300$1.63M0.01%+5,400+7.8%Added
Brilliance Asset Management Ltd73,389$1.61M0.47%+73,389New
GMT Capital Corp73,100$1.60M0.07%+73,100New
Vontobel Holding Ltd.72,168$1.58M0.01%+31,531+77.6%Added
Pasadena Private Wealth, LLC71,428$1.57M0.22%−25,000−25.9%Reduced
Truist Financial Corp70,615$1.55M0.00%+56,503+400.4%Added
SBI Securities Co., Ltd.69,681$1.53M0.04%+5,620+8.8%Added
Universal- Beteiligungs- und Servicegesellschaft mbH68,693$1.51M0.00%−20,510−23.0%Reduced
Lecap Asset Management Ltd67,148$1.47M0.55%+67,148New
Krane Funds Advisors LLC62,988$1.40M0.06%+62,988New
RPG Investment Advisory, LLC62,770$1.38M0.17%+10,945+21.1%Added
HighVista Strategies LLC62,763$1.38M0.38%+34,100+119.0%Added
Illinois Municipal Retirement Fund62,671$1.38M0.02%+28,833+85.2%Added
Hel Ved Capital Management Ltd62,422$1.37M0.24%−47,100−43.0%Reduced
Silvant Capital Management LLC62,166$1.36M0.05%+34,553+125.1%Added
Citizens Financial Group Inc61,786$1.36M0.02%−7,177−10.4%Reduced
Parallel Advisors, LLC60,183$1.32M0.02%+10,662+21.5%Added
Quantitative Investment Management, LLC53,514$1.17M0.12%+53,514New
Kennedy Capital Management, Inc.52,841$1.16M0.02%+39,755+303.8%Added