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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
Franklin Resources Inc14,643$321.3K0.00%−214,689−93.6%Reduced
Fox Run Management, L.L.C.15,375$315.8K0.06%+15,375New
BBR Partners, LLC13,917$305.3K0.02%00.0%Unchanged
CMT Capital Markets Trading GmbH13,761$302.0K0.14%+13,761New
Flynn Zito Capital Management, LLC13,687$300.3K0.10%+6,900+101.7%Added
Patriot Financial Group Insurance Agency, LLC13,572$297.8K0.02%+13,572New
Landscape Capital Management, L.L.C.13,494$296.1K0.02%+13,494New
Everence Capital Management Inc13,488$296.0K0.02%+1,698+14.4%Added
TCG Advisory Services, LLC13,444$295.0K0.01%−227−1.7%Reduced
US Bancorp13,243$290.6K0.00%−23,947−64.4%Reduced
Aigen Investment Management, LP12,828$281.4K0.07%+6,631+107.0%Added
CWM, LLC12,655$277.7K0.00%−2,973−19.0%Reduced
Freestone Capital Holdings, LLC12,353$271.0K0.01%+900+7.9%Added
Vise Technologies, Inc.6,084$268.7K0.01%00.0%Unchanged
Emerald Mutual Fund Advisers Trust12,180$267.2K0.01%+12,180New
F/M Investments LLC12,180$267.2K0.02%+12,180New
O'Shaughnessy Asset Management, LLC11,936$261.9K0.00%−10,863−47.6%Reduced
Two Sigma Securities, LLC11,640$255.4K0.03%+11,640New
Sequoia Financial Advisors, LLC11,629$255.1K0.00%+2,722+30.6%Added
Susquehanna Fundamental Investments, LLC11,616$254.9K0.01%−61,294−84.1%Reduced
Nisa Investment Advisors, LLC11,493$252.2K0.00%−14,871−56.4%Reduced
QRG Capital Management, Inc.11,390$249.9K0.00%−1,556−12.0%Reduced
Ridgewood Investments LLC11,127$244.1K0.10%+11,127New
Fred Alger Management, LLC11,063$242.7K0.00%−1,319,913−99.2%Reduced
Capstone Investment Advisors, LLC11,042$242.3K0.00%+11,042New
United Capital Financial Advisers, LLC11,031$242.0K0.00%+329+3.1%Added
Impact Partnership Wealth, LLC10,995$241.2K0.03%+10,995New
Synergy Financial Group, LTD10,984$241.0K0.18%+1,809+19.7%Added
Byrne Financial Freedom, LLC10,788$236.7K0.11%00.0%Unchanged
WCG Wealth Advisors LLC10,737$235.6K0.01%+10,737New
Prelude Capital Management, LLC10,560$231.7K0.02%−238,277−95.8%Reduced
Mitsubishi UFJ Trust & Banking Corp10,513$230.7K0.00%+10,513New
Sterling Capital Management LLC10,439$229.0K0.00%−7,675−42.4%Reduced
Tradition Wealth Management, LLC10,430$228.8K0.02%−2,406−18.7%Reduced
American Century Companies Inc10,303$226.0K0.00%+10,303New
Mesirow Financial Investment Management, Inc.10,014$219.7K0.00%+5,014+100.3%Added
V2 Financial group LLC10,000$219.4K0.10%00.0%Unchanged
Atomi Financial Group, Inc.9,969$218.7K0.01%−2,795−21.9%Reduced
Wedbush Securities Inc9,927$218.0K0.01%+9,927New
National Bank of Canada9,851$216.4K0.00%+2,603+35.9%Added
Kestra Private Wealth Services, LLC9,815$215.3K0.00%+4,909+100.1%Added
CIBC World Markets Inc.9,810$215.2K0.00%+2,836+40.7%Added
Walter & Keenan Financial Consulting Co9,760$214.1K0.06%−271−2.7%Reduced
Malaga Cove Capital, LLC9,604$210.7K0.08%−651−6.3%Reduced
SRS Capital Advisors, Inc.9,574$210.1K0.01%+5,130+115.4%Added
Stansberry Asset Management, LLC9,500$208.4K0.02%00.0%Unchanged
Morgan Creek Capital Management, LLC9,345$205.0K0.14%+9,345New
Captrust Financial Advisors9,314$204.4K0.00%−15,463−62.4%Reduced
Titleist Asset Management, LLC9,227$202.4K0.02%+291+3.3%Added
The PNC Financial Services Group, Inc.8,782$192.7K0.00%−884−9.1%Reduced
State of Alaska, Department of Revenue8,500$186.0K0.00%+8,500New
Bayforest Capital Ltd8,245$180.9K0.20%+3,921+90.7%Added
Neo Ivy Capital Management8,126$178.3K0.05%−9,473−53.8%Reduced
Farther Finance Advisors, LLC7,931$174.2K0.00%−1,583−16.6%Reduced
STRS Ohio7,801$171.2K0.00%+87+1.1%Added
ABS Direct Equity Fund LLC6,100$169.1K0.13%+6,100New
FNY Investment Advisers, LLC7,484$164.0K0.07%+6,107+443.5%Added
Resona Asset Management Co.,Ltd.6,816$140.0K0.00%+3,856+130.3%Added
MetLife Investment Management6,204$136.1K0.00%+28+0.5%Added
Rockefeller Capital Management L.P.6,070$133.2K0.00%−1,238−16.9%Reduced
BNP PARIBAS ASSET MANAGEMENT Holding S.A.5,854$128.4K0.00%+1,429+32.3%Added
Rakuten Securities, Inc.5,531$121.3K0.05%+1,890+51.9%Added
Purpose Unlimited Inc.5,215$114.4K0.00%00.0%Unchanged
Larson Financial Group LLC5,103$112.0K0.00%+4,277+517.8%Added
Signaturefd, LLC4,772$104.7K0.00%+1,252+35.6%Added
Dara Capital US, Inc.4,767$104.6K0.10%00.0%Unchanged
GAMMA Investing LLC4,008$87.9K0.00%+433+12.1%Added
Quarry LP3,428$75.2K0.02%+2,995+691.7%Added
IFP Advisors, Inc3,285$72.1K0.00%+1,031+45.7%Added
Northwestern Mutual Wealth Management Co3,165$69.4K0.00%−3,251−50.7%Reduced
Pinnacle Wealth Planning Services, Inc.3,060$67.1K0.01%−4,047−56.9%Reduced
Assetmark, Inc2,999$65.8K0.00%−1,898−38.8%Reduced
V-Square Quantitative Management LLC2,881$63.2K0.01%+2,193+318.8%Added
Fifth Third Bancorp2,845$62.4K0.00%+2,844+284,400.0%Added
Allworth Financial LP2,747$60.3K0.00%+547+24.9%Added
Pacer Advisors, Inc.2,626$58.0K0.00%+980+59.5%Added
Caldwell Sutter Capital, Inc.2,590$56.8K0.02%+2,590New
Tower Research Capital LLC (TRC)2,504$54.9K0.00%−949−27.5%Reduced
Newbridge Financial Services Group, Inc.2,479$54.4K0.01%00.0%Unchanged
Clear Street Markets LLC2,453$53.8K0.03%+2,453New
Eurizon Capital SGR S.p.A.2,569$53.0K0.00%00.0%Unchanged
Nomura Asset Management Co Ltd2,100$46.1K0.00%+1,530+268.4%Added
Smartleaf Asset Management LLC1,908$39.2K0.00%−159−7.7%Reduced
Mirae Asset Global Investments Co., Ltd.1,618$35.5K0.00%−5,778−78.1%Reduced
Los Angeles Capital Management LLC1,533$33.6K0.00%00.0%Unchanged
Cornerstone Planning Group LLC1,216$33.2K0.00%00.0%Unchanged
Versant Capital Management, Inc1,483$32.5K0.00%+847+133.2%Added
Tradewinds Capital Management, LLC1,215$26.7K0.01%+550+82.7%Added
Atlantic Union Bankshares Corp1,203$26.4K0.00%+50+4.3%Added
Financial Perspectives, Inc1,166$25.6K0.01%00.0%Unchanged
Itau Unibanco Holding S.A.1,163$25.5K0.00%−81−6.5%Reduced
TD Waterhouse Canada Inc.1,130$24.8K0.00%+50+4.6%Added
ZRC Wealth Management, LLC1,114$24.4K0.01%+967+657.8%Added
Harbour Investments, Inc.1,050$23.0K0.00%+428+68.8%Added
EverSource Wealth Advisors, LLC983$21.6K0.00%+175+21.7%Added
Ronald Blue Trust, Inc.959$21.0K0.00%−183−16.0%Reduced
Massmutual Trust Co FSB945$20.7K0.00%−26−2.7%Reduced
Federated Hermes, Inc.917$20.1K0.00%+445+94.3%Added
Manchester Capital Management LLC882$19.4K0.00%+827+1,503.6%Added
International Assets Investment Management, LLC829$18.2K0.00%+10+1.2%Added