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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
Osbon Capital Management LLC22$4830.00%00.0%Unchanged
WealthCollab, LLC22$4830.00%+22New
Bruce G. Allen Investments, LLC18$3950.00%00.0%Unchanged
Raffa Wealth Management, LLC15$3290.00%+2+15.4%Added
Daytona Street Capital LLC14$3130.00%00.0%Unchanged
Scarborough Advisors, LLC14$3070.00%00.0%Unchanged
E Fund Management (Hong Kong) Co., Ltd.13$2850.00%−7,536−99.8%Reduced
Vision Retirement, LLC13$2850.00%00.0%Unchanged
Signature Equity Partners, LLC12$2630.00%00.0%Unchanged
C M Bidwell & Associates Ltd10$2190.00%00.0%Unchanged
Berkshire Capital Holdings Inc10$2190.00%00.0%Unchanged
WFA of San Diego, LLC10$2190.00%+10New
Rialto Wealth Management, LLC8$1760.00%−10−55.6%Reduced
Asset Dedication, LLC8$1760.00%00.0%Unchanged
ROSS\JOHNSON & Associates LLC8$1760.00%00.0%Unchanged
Vermillion Wealth Management, Inc.8$1760.00%+8New
First Horizon Corp7$1540.00%−275−97.5%Reduced
True Wealth Design, LLC7$1540.00%−51−87.9%Reduced
HFM Investment Advisors, LLC7$1540.00%−7−50.0%Reduced
Ameriflex Group, Inc.6$1320.00%00.0%Unchanged
Seneschal Advisors, LLC6$1320.00%+2+50.0%Added
Principia Wealth Advisory, LLC6$1320.00%+2+50.0%Added
Hughes Financial Services, LLC4$880.00%−22−84.6%Reduced
Curio Wealth, LLC4$880.00%+4New
Measured Wealth Private Client Group, LLC2$440.00%00.0%Unchanged
WPG Advisers, LLC1$220.00%−374−99.7%Reduced
AdvisorNet Financial, Inc1$220.00%−9−90.0%Reduced
Ogorek Anthony Joseph21$00.00%00.0%Unchanged
Capital International Investors0$00.00%−18,370,198−100.0%Sold out
Castle Hook Partners LP0$00.00%−4,967,901−100.0%Sold out
Nomura Asset Management International Inc.0$00.00%−4,239,160−100.0%Sold out
Massachusetts Financial Services Co0$00.00%−2,905,820−100.0%Sold out
Fuller & Thaler Asset Management, Inc.0$00.00%−2,727,648−100.0%Sold out
FengHe Fund Management Pte. Ltd.0$00.00%−1,732,002−100.0%Sold out
Stephens Investment Management Group LLC0$00.00%−1,569,541−100.0%Sold out
Steadfast Capital Management LP0$00.00%−1,210,470−100.0%Sold out
Anomaly Capital Management, LP0$00.00%−1,163,021−100.0%Sold out
Lord, Abbett & Co. LLC0$00.00%−1,158,668−100.0%Sold out
Shannon River Fund Management LLC0$00.00%−1,065,452−100.0%Sold out
Frontier Capital Management Co LLC0$00.00%−1,050,468−100.0%Sold out
ARK Investment Management LLCSuperinvestorARK Invest0$00.00%−974,337−100.0%Sold out
Ariose Capital Management Ltd0$00.00%−924,583−100.0%Sold out
Newbrook Capital Advisors LP0$00.00%−748,875−100.0%Sold out
Gilder Gagnon Howe & Co LLC0$00.00%−731,222−100.0%Sold out
Kettle Hill Capital Management, LLC0$00.00%−658,005−100.0%Sold out
Contrarius Group Holdings Ltd0$00.00%−545,529−100.0%Sold out
Polar Capital Holdings Plc0$00.00%−421,467−100.0%Sold out
Glazer Capital, LLC0$00.00%−389,800−100.0%Sold out
Woodson Capital Management, LP0$00.00%−360,000−100.0%Sold out
Two Sigma Advisers, LP0$00.00%−350,300−100.0%Sold out
Alta Park Capital, LP0$00.00%−312,807−100.0%Sold out
Nishkama Capital, LLC0$00.00%−270,770−100.0%Sold out
Freestone Grove Partners LP0$00.00%−231,206−100.0%Sold out
Potrero Capital Research LLC0$00.00%−200,000−100.0%Sold out
Zacks Investment Management0$00.00%−189,758−100.0%Sold out
Oddo BHF Asset Management SAS0$00.00%−172,611−100.0%Sold out
Picton Mahoney Asset Management0$00.00%−172,124−100.0%Sold out
Davy Global Fund Management Ltd0$00.00%−164,723−100.0%Sold out
1832 Asset Management L.P.0$00.00%−148,500−100.0%Sold out
CenterBook Partners LP0$00.00%−147,708−100.0%Sold out
Caxton Associates LLP0$00.00%−135,645−100.0%Sold out
Ratan Capital Management LP0$00.00%−126,399−100.0%Sold out
Principal Financial Group Inc0$00.00%−125,465−100.0%Sold out
Skandinaviska Enskilda Banken AB (publ)0$00.00%−123,876−100.0%Sold out
Capital Wealth Planning, LLC0$00.00%−123,087−100.0%Sold out
Point Break Capital Management, LLC0$00.00%−118,000−100.0%Sold out
Polar Asset Management Partners Inc.0$00.00%−113,300−100.0%Sold out
Sphera Management Technology Funds Ltd0$00.00%−100,000−100.0%Sold out
TB Alternative Assets Ltd.0$00.00%−65,846−100.0%Sold out
Mariner, LLC0$00.00%−63,943−100.0%Sold out
Voleon Capital Management LP0$00.00%−52,706−100.0%Sold out
Alight Capital Management LP0$00.00%−50,000−100.0%Sold out
Simplex Trading, LLC0$00.00%−42,783−100.0%Sold out
Quantbot Technologies LP0$00.00%−41,320−100.0%Sold out
Blue Jean Financial LLC0$00.00%−37,461−100.0%Sold out
Bluebird Wealth Management LLC0$00.00%−33,797−100.0%Sold out
O'Neil Global Advisors, Inc.0$00.00%−32,207−100.0%Sold out
Greenland Capital Management LP0$00.00%−30,000−100.0%Sold out
Capelight Capital Asset Management LP0$00.00%−30,000−100.0%Sold out
Atom Investors LP0$00.00%−28,435−100.0%Sold out
Belpointe Asset Management LLC0$00.00%−28,272−100.0%Sold out
Fortis Capital Advisors, LLC0$00.00%−28,272−100.0%Sold out
Baader Bank INC0$00.00%−25,270−100.0%Sold out
Lombard Odier Asset Management (USA) Corp0$00.00%−24,471−100.0%Sold out
Teachers Retirement System of the State of Kentucky0$00.00%−23,407−100.0%Sold out
Polymer Capital Management (HK) LTD0$00.00%−20,000−100.0%Sold out
Bank of Hawaii0$00.00%−19,739−100.0%Sold out
Headlands Technologies LLC0$00.00%−16,845−100.0%Sold out
Janney Montgomery Scott LLC0$00.00%−15,717−100.0%Sold out
Graham Capital Management, L.P.0$00.00%−15,451−100.0%Sold out
Soros Fund Management LLCSuperinvestorSoros Fund Management0$00.00%−14,882−100.0%Sold out
Catalyst Funds Management Pty Ltd0$00.00%−14,674−100.0%Sold out
Mercer Global Advisors Inc0$00.00%−14,459−100.0%Sold out
Stephens Inc0$00.00%−14,062−100.0%Sold out
Virginia Retirement Systems Et Al0$00.00%−13,900−100.0%Sold out
Colony Group, LLC0$00.00%−13,593−100.0%Sold out
Atria Investments LLC0$00.00%−13,019−100.0%Sold out
Cadian Capital Management, LP0$00.00%−13,000−100.0%Sold out
Callan Family Office, LLC0$00.00%−12,598−100.0%Sold out
Ethic Inc.0$00.00%−11,878−100.0%Sold out