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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, Q2 2026

Institutional positions in Unity Software Inc. as of Jun 30, 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
563
+39 vs. Q1 2026
Shares held
372.8M
+28.0M (+8.1%) vs. Q1 2026
Total value
$10.7B
+$3.08B (+40.8%) vs. Q1 2026
New holders
115
197 more added
Sold out
76
161 more reduced

4 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2026: 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 holdersQ2 2026: 563 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 heldQ2 2026: $10.7B
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, Q2 2026

Shares, value and share of portfolio for each institution holding Unity Software Inc.; share changes are against Q1 2026.

Institutions holding U in Q2 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Qube Research & Technologies Ltd752,923$21.5M0.02%−395,513−34.4%Reduced
Jasper Ridge Partners, L.P.775,443$22.2M0.47%−7,875−1.0%Reduced
UBS Asset Management Americas Inc814,076$23.3M0.00%−43,141−5.0%Reduced
Marsico Capital Management LLC875,430$25.0M0.65%+434,194+98.4%Added
Apis Capital Advisors, LLC1,000,000$28.6M2.78%+1,000,000New
Nikko Asset Management Americas, Inc.1,005,487$28.7M0.37%−105,964−9.5%Reduced
Sumitomo Mitsui Trust Holdings, Inc.1,007,599$28.8M0.02%−103,852−9.3%Reduced
Bank of America Corp1,094,617$31.3M0.00%−265,382−19.5%Reduced
No Street GP LP1,164,529$33.3M2.00%+1,164,529New
Bank of New York Mellon Corp1,172,216$33.5M0.01%+132,055+12.7%Added
BNP Paribas Arbitrage, SA1,206,872$34.5M0.02%+803,936+199.5%Added
Woodline Partners LP1,208,954$34.6M0.11%−1,887,167−61.0%Reduced
Susquehanna International Group, LLP1,350,199$38.6M0.03%−1,560,794−53.6%Reduced
Flight Deck Capital, LP1,399,900$40.0M19.43%00.0%Unchanged
Van Eck Associates Corp1,421,247$40.6M0.02%−298,036−17.3%Reduced
Renaissance Technologies LLC1,527,297$43.7M0.06%−958,300−38.6%Reduced
Nuveen, LLC1,558,959$44.6M0.01%+19,037+1.2%Added
Schonfeld Strategic Advisors LLC1,672,991$47.8M0.25%−2,606,727−60.9%Reduced
Invesco Ltd.1,697,791$48.5M0.00%−32,279−1.9%Reduced
Northern Trust Corp2,000,883$57.2M0.01%+157,485+8.5%Added
Deutsche Bank AG2,094,689$59.9M0.02%−1,480,820−41.4%Reduced
Avala Global LP2,187,605$62.5M2.31%+2,187,605New
Vanguard Fiduciary Trust Co2,247,989$64.2M0.01%+97,694+4.5%Added
Balyasny Asset Management LLC2,253,979$64.4M0.12%+1,583,244+236.0%Added
Amundi2,334,695$66.7M0.02%+105,268+4.7%Added
Vaughan Nelson Investment Management, L.P.2,460,700$70.3M0.62%+2,460,700New
Kora Management LP2,531,727$72.4M8.58%+937,500+58.8%Added
Broad Peak Investment Advisers Pte Ltd2,642,765$75.5M13.88%00.0%Unchanged
Charles Schwab Investment Management Inc2,718,444$77.7M0.01%+26,334+1.0%Added
Morgan Stanley2,872,226$82.1M0.00%−3,766,564−56.7%Reduced
Nearwater Capital Markets, Ltd2,881,000$82.3M1.42%+2,881,000New
Jane Street Group, LLC3,156,631$90.2M0.06%−725,601−18.7%Reduced
D1 Capital Partners L.P.SuperinvestorD1 Capital Partners3,572,473$102.1M0.29%+312,490+9.6%Added
Holocene Advisors, LP3,719,509$106.3M0.24%+1,142,161+44.3%Added
Ameriprise Financial Inc4,120,732$117.8M0.02%+2,869,435+229.3%Added
T. Rowe Price Investment Management, Inc.4,211,984$120.4M0.08%−458,634−9.8%Reduced
Infinitum Asset Management, LLC4,250,000$121.5M12.35%00.0%Unchanged
Goldman Sachs Group Inc4,360,228$124.6M0.01%+1,854,005+74.0%Added
Capital Research Global Investors4,416,031$126.2M0.02%−707,599−13.8%Reduced
Millennium Management LLC4,551,519$130.1M0.09%+1,312,054+40.5%Added
Temasek Holdings (Private) Ltd4,582,843$131.0M0.36%00.0%Unchanged
Dimensional Fund Advisors LP4,656,791$133.1M0.02%+411,777+9.7%Added
Hood River Capital Management LLC4,736,216$135.4M0.98%+242,463+5.4%Added
Resolute Partners Group4,766,219$136.2M32.64%+3,934,840+473.3%Added
Capital World Investors5,614,947$160.5M0.02%+4,235,637+307.1%Added
Norges Bank5,684,941$162.5M0.02%+5,684,941New
Wellington Management Group LLP5,710,223$163.2M0.03%−4,208,188−42.4%Reduced
FMR LLC5,813,235$166.1M0.01%−108,530−1.8%Reduced
Geode Capital Management, LLC6,248,012$178.6M0.01%+1,5090.0%Added
Two Sigma Investments, LP6,750,900$192.9M0.15%−1,157,799−14.6%Reduced
Point72 Asset Management, L.P.6,805,922$194.5M0.30%+128,613+1.9%Added
State Street Corp6,816,900$194.8M0.01%+885,284+14.9%Added
AQR Capital Management LLC7,248,193$207.2M0.07%+6,960,650+2,420.7%Added
UBS Group AG8,241,936$235.6M0.04%+5,540,028+205.0%Added
D. E. Shaw & Co., Inc.9,082,560$259.6M0.16%+1,064,499+13.3%Added
Atreides Management, LP10,245,819$292.8M2.63%−2,139,503−17.3%Reduced
Slate Path Capital LP16,075,152$459.4M6.36%+4,725,400+41.6%Added
Vanguard Capital Management LLC17,205,571$491.7M0.01%+1,648,470+10.6%Added
Vanguard Portfolio Management LLC20,466,738$584.9M0.03%+1,878,845+10.1%Added
BlackRock, Inc.23,380,305$668.2M0.01%+4,446,103+23.5%Added
SC US (TTGP), Ltd.31,824,924$909.6M2.85%00.0%Unchanged
Silver Lake Group, L.L.C.34,735,404$992.7M21.68%00.0%Unchanged
ABS Investment Management LLC57––+57New
Caldwell Sutter Capital, Inc.0$00.00%−2,590−100.0%Sold out
Squarepoint Ops LLC0$00.00%−1,701,274−100.0%Sold out
Eminence Capital, LP0$00.00%−724,782−100.0%Sold out
Jupiter Asset Management Ltd0$00.00%−616,880−100.0%Sold out
Connor, Clark & Lunn Investment Management Ltd.0$00.00%−485,353−100.0%Sold out
Alyeska Investment Group, L.P.0$00.00%−413,999−100.0%Sold out
Capital Fund Management S.A.0$00.00%−353,189−100.0%Sold out
Tairen Capital Ltd0$00.00%−328,865−100.0%Sold out
IMC-Chicago, LLC0$00.00%−277,557−100.0%Sold out
Apeiron Capital Ltd0$00.00%−250,600−100.0%Sold out
Trexquant Investment LP0$00.00%−166,368−100.0%Sold out
Truxt Investmentos Ltda.0$00.00%−154,536−100.0%Sold out
Goodnow Investment Group, LLC0$00.00%−154,460−100.0%Sold out
Walleye Trading LLC0$00.00%−141,271−100.0%Sold out
Verition Fund Management LLC0$00.00%−137,520−100.0%Sold out
Caitong International Asset Management Co., Ltd0$00.00%−125,459−100.0%Sold out
ExodusPoint Capital Management, LP0$00.00%−115,059−100.0%Sold out
Fund 1 Investments, LLC0$00.00%−102,306−100.0%Sold out
Oak Thistle LLC0$00.00%−96,475−100.0%Sold out
Brilliance Asset Management Ltd0$00.00%−73,389−100.0%Sold out
Krane Funds Advisors LLC0$00.00%−62,988−100.0%Sold out
Hel Ved Capital Management Ltd0$00.00%−62,422−100.0%Sold out
Quantitative Investment Management, LLC0$00.00%−53,514−100.0%Sold out
Parallax Volatility Advisers, L.P.0$00.00%−44,858−100.0%Sold out
Sunstone Asset Management, L.P.0$00.00%−42,900−100.0%Sold out
State of Wyoming0$00.00%−40,702−100.0%Sold out
Scientech Research LLC0$00.00%−40,355−100.0%Sold out
Diametric Capital, LP0$00.00%−40,270−100.0%Sold out
Sig Brokerage, LP0$00.00%−34,663−100.0%Sold out
Campbell & CO Investment Adviser LLC0$00.00%−34,166−100.0%Sold out
Clough Capital Partners L P0$00.00%−31,885−100.0%Sold out
Acadian Asset Management LLC0$00.00%−30,295−100.0%Sold out
Inceptionr LLC0$00.00%−27,037−100.0%Sold out
Monaco Asset Management SAM0$00.00%−25,000−100.0%Sold out
Credit Agricole S A0$00.00%−21,949−100.0%Sold out
Lighthouse Investment Partners, LLC0$00.00%−19,766−100.0%Sold out
Envestnet Asset Management Inc0$00.00%−18,581−100.0%Sold out