Unity Software Inc.
U- 交易所
- NYSE
- 產業
- Services-Prepackaged Software
- SEC CIK
- 0001810806
近 90 天，Unity Software Inc. 內部人申報 0 筆公開市場買進、5 筆賣出；2026 年第 2 季末有 598 家機構在 13F 申報持有，市值合計 $119.7 億；D1 資本、橡樹資本等 3 位大師持有。
2026 年第 2 季 13F 持有人
Unity Software Inc. 在 2026/6/30 季末的機構持股。管理 1 億美元以上美股的機構，每季結束後 45 天內要用 13F 申報多頭部位。13F 是什麼
- 持有機構
- 598
- 較 2026 年第 1 季 +46 家
- 持有股數
- 3.87 億
- 較 2026 年第 1 季 −3,480 萬 (−8.2%)
- 總市值
- $119.7 億
- 較 2026 年第 1 季 +$32.0 億 (+36.5%)
- 新進機構
- 123
- 另有 202 家加碼
- 清倉機構
- 77
- 另有 161 家減碼
另有 4 家機構在 2026 年第 1 季持有、還沒有申報 2026 年第 2 季 13F：沒申報不算清倉，也不計入上面的變化。
歷季持有家數與市值
2021 年第 1 季起，每季在 13F 申報持有 U 的機構家數與合計市值。市值是各季季末的申報市值，也會跟著股價漲跌。
| 季度 | 家數 | 市值 |
|---|---|---|
| 2026 年第 2 季 | 598 | $119.7 億 |
| 2026 年第 1 季 | 556 | $87.7 億 |
| 2025 年第 4 季 | 621 | $161.5 億 |
| 2025 年第 3 季 | 567 | $145.3 億 |
| 2025 年第 2 季 | 464 | $104.2 億 |
| 2025 年第 1 季 | 446 | $71.0 億 |
| 2024 年第 4 季 | 438 | $79.4 億 |
| 2024 年第 3 季 | 431 | $82.3 億 |
| 2024 年第 2 季 | 462 | $57.9 億 |
| 2024 年第 1 季 | 504 | $95.0 億 |
| 2023 年第 4 季 | 564 | $131.7 億 |
| 2023 年第 3 季 | 533 | $124.3 億 |
| 2023 年第 2 季 | 538 | $155.9 億 |
| 2023 年第 1 季 | 502 | $131.9 億 |
| 2022 年第 4 季 | 503 | $88.7 億 |
| 2022 年第 3 季 | 474 | $65.5 億 |
| 2022 年第 2 季 | 490 | $87.4 億 |
| 2022 年第 1 季 | 579 | $221.8 億 |
| 2021 年第 4 季 | 596 | $368.1 億 |
| 2021 年第 3 季 | 477 | $258.9 億 |
| 2021 年第 2 季 | 409 | $202.5 億 |
| 2021 年第 1 季 | 352 | $185.5 億 |
2026 年第 2 季持有機構
每家機構持有 Unity Software Inc. 的股數、市值與佔組合比重；股數變化跟 2026 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Silver Lake Group, L.L.C. | 34,735,404 | $9.93 億 | 21.68% | 00.0% | 不變 |
| SC US (TTGP), Ltd. | 31,824,924 | $9.70 億 | 3.04% | −60,000,000−65.3% | 減碼 |
| BlackRock, Inc. | 23,380,305 | $6.93 億 | 0.01% | +4,446,103+23.5% | 加碼 |
| Vanguard Portfolio Management LLC | 20,466,738 | $5.85 億 | 0.03% | +1,878,845+10.1% | 加碼 |
| Vanguard Capital Management LLC | 17,205,571 | $4.92 億 | 0.01% | +1,648,470+10.6% | 加碼 |
| Slate Path Capital LP | 16,075,152 | $4.59 億 | 6.36% | +4,725,400+41.6% | 加碼 |
| D. E. Shaw & Co., Inc. | 9,082,560 | $3.17 億 | 0.20% | +1,064,499+13.3% | 加碼 |
| Atreides Management, LP | 10,245,819 | $2.93 億 | 2.63% | −2,139,503−17.3% | 減碼 |
| Linden Advisors LP | – | $2.73 億 | 1.42% | – | – |
| UBS Group AG | 8,241,936 | $2.38 億 | 0.04% | +5,540,028+205.0% | 加碼 |
| State Street Corp | 6,816,900 | $2.29 億 | 0.01% | +885,284+14.9% | 加碼 |
| Millennium Management LLC | 4,551,519 | $2.09 億 | 0.14% | +1,312,054+40.5% | 加碼 |
| AQR Capital Management LLC | 7,248,193 | $2.07 億 | 0.07% | +6,960,650+2,420.7% | 加碼 |
| Point72 Asset Management, L.P. | 6,805,922 | $1.95 億 | 0.30% | +128,613+1.9% | 加碼 |
| Two Sigma Investments, LP | 6,750,900 | $1.93 億 | 0.15% | −1,157,799−14.6% | 減碼 |
| Tenor Capital Management Co., L.P. | – | $1.90 億 | 2.68% | – | – |
| FMR LLC | 5,813,235 | $1.82 億 | 0.01% | −108,530−1.8% | 減碼 |
| Geode Capital Management, LLC | 6,248,012 | $1.79 億 | 0.01% | +1,5090.0% | 加碼 |
| Wellington Management Group LLP | 5,710,223 | $1.70 億 | 0.03% | −4,208,188−42.4% | 減碼 |
| Norges Bank | 5,684,941 | $1.62 億 | 0.02% | +5,684,941 | 新進 |
| Capital World Investors | 5,614,947 | $1.60 億 | 0.02% | +4,235,637+307.1% | 加碼 |
| Resolute Partners Group | 4,766,219 | $1.36 億 | 32.64% | +3,934,840+473.3% | 加碼 |
| Hood River Capital Management LLC | 4,736,216 | $1.35 億 | 0.98% | +242,463+5.4% | 加碼 |
| Dimensional Fund Advisors LP | 4,656,791 | $1.33 億 | 0.02% | +411,777+9.7% | 加碼 |
| Temasek Holdings (Private) Ltd | 4,582,843 | $1.31 億 | 0.36% | 00.0% | 不變 |
| Capital Research Global Investors | 4,416,031 | $1.26 億 | 0.02% | −707,599−13.8% | 減碼 |
| Goldman Sachs Group Inc | 4,360,228 | $1.25 億 | 0.01% | +1,854,005+74.0% | 加碼 |
| Infinitum Asset Management, LLC | 4,250,000 | $1.21 億 | 12.35% | 00.0% | 不變 |
| T. Rowe Price Investment Management, Inc. | 4,211,984 | $1.20 億 | 0.08% | −458,634−9.8% | 減碼 |
| Ameriprise Financial Inc | 4,120,732 | $1.18 億 | 0.02% | +2,869,435+229.3% | 加碼 |
| Balyasny Asset Management LLC | 2,253,979 | $1.17 億 | 0.21% | +1,583,244+236.0% | 加碼 |
| Holocene Advisors, LP | 3,719,509 | $1.06 億 | 0.24% | +1,142,161+44.3% | 加碼 |
| D1 Capital Partners L.P.大師D1 資本 | 3,572,473 | $1.02 億 | 0.29% | +312,490+9.6% | 加碼 |
| Jane Street Group, LLC | 3,156,631 | $9,496 萬 | 0.06% | −725,601−18.7% | 減碼 |
| Morgan Stanley | 2,872,226 | $8,522 萬 | 0.00% | −3,766,564−56.7% | 減碼 |
| Nearwater Capital Markets, Ltd | 2,881,000 | $8,234 萬 | 1.42% | +2,881,000 | 新進 |
| Aequim Alternative Investments LP | – | $8,066 萬 | 1.25% | – | – |
| Charles Schwab Investment Management Inc | 2,718,444 | $7,769 萬 | 0.01% | +26,334+1.0% | 加碼 |
| Broad Peak Investment Advisers Pte Ltd | 2,642,765 | $7,553 萬 | 13.88% | 00.0% | 不變 |
| Kora Management LP | 2,531,727 | $7,236 萬 | 8.58% | +937,500+58.8% | 加碼 |
| Vaughan Nelson Investment Management, L.P. | 2,460,700 | $7,033 萬 | 0.62% | +2,460,700 | 新進 |
| Amundi | 2,334,695 | $6,673 萬 | 0.02% | +105,268+4.7% | 加碼 |
| Vanguard Fiduciary Trust Co | 2,247,989 | $6,425 萬 | 0.01% | +97,694+4.5% | 加碼 |
| Deutsche Bank AG | 2,094,689 | $6,319 萬 | 0.02% | −1,480,820−41.4% | 減碼 |
| Avala Global LP | 2,187,605 | $6,252 萬 | 2.31% | +2,187,605 | 新進 |
| Northern Trust Corp | 2,000,883 | $5,719 萬 | 0.01% | +157,485+8.5% | 加碼 |
| CNH Partners LLC | – | $5,126 萬 | 0.73% | – | – |
| BNP Paribas Arbitrage, SA | 1,206,872 | $4,997 萬 | 0.03% | +803,936+199.5% | 加碼 |
| Oaktree Capital Management LP大師橡樹資本 | – | $4,864 萬 | 0.92% | – | – |
| Invesco Ltd. | 1,697,791 | $4,852 萬 | 0.00% | −32,279−1.9% | 減碼 |
| Schonfeld Strategic Advisors LLC | 1,672,991 | $4,781 萬 | 0.25% | −2,606,727−60.9% | 減碼 |
| Nuveen, LLC | 1,558,959 | $4,456 萬 | 0.01% | +19,037+1.2% | 加碼 |
| Camden Asset Management L P | – | $4,405 萬 | 1.28% | – | – |
| Bank of America Corp | 1,094,617 | $4,370 萬 | 0.00% | −265,382−19.5% | 減碼 |
| Renaissance Technologies LLC | 1,527,297 | $4,365 萬 | 0.06% | −958,300−38.6% | 減碼 |
| Van Eck Associates Corp | 1,421,247 | $4,062 萬 | 0.02% | −298,036−17.3% | 減碼 |
| Flight Deck Capital, LP | 1,399,900 | $4,001 萬 | 19.43% | 00.0% | 不變 |
| Susquehanna International Group, LLP | 1,350,199 | $3,859 萬 | 0.03% | −1,560,794−53.6% | 減碼 |
| Marshall Wace, LLP | 190,002 | $3,495 萬 | 0.03% | −1,255,757−86.9% | 減碼 |
| Woodline Partners LP | 1,208,954 | $3,455 萬 | 0.11% | −1,887,167−61.0% | 減碼 |
| Bank of New York Mellon Corp | 1,472,216 | $3,384 萬 | 0.01% | +132,055+9.9% | 加碼 |
| No Street GP LP | 1,164,529 | $3,328 萬 | 2.00% | +1,164,529 | 新進 |
| Royal Bank of Canada | 625,712 | $3,133 萬 | 0.01% | −240,403−27.8% | 減碼 |
| Mackay Shields LLC | – | $3,046 萬 | 1.02% | – | – |
| Sumitomo Mitsui Trust Holdings, Inc. | 1,007,599 | $2,880 萬 | 0.02% | −103,852−9.3% | 減碼 |
| Nikko Asset Management Americas, Inc. | 1,005,487 | $2,872 萬 | 0.37% | −105,964−9.5% | 減碼 |
| Apis Capital Advisors, LLC | 1,000,000 | $2,858 萬 | 2.78% | +1,000,000 | 新進 |
| Verition Fund Management LLC | – | $2,718 萬 | 0.19% | – | – |
| JPMorgan Chase & Co | 537,269 | $2,560 萬 | 0.00% | +16,928+3.3% | 加碼 |
| UBS Asset Management Americas Inc | 814,076 | $2,523 萬 | 0.00% | −43,141−5.0% | 減碼 |
| Marsico Capital Management LLC | 875,430 | $2,502 萬 | 0.65% | +434,194+98.4% | 加碼 |
| Jasper Ridge Partners, L.P. | 775,443 | $2,216 萬 | 0.47% | −7,875−1.0% | 減碼 |
| Qube Research & Technologies Ltd | 752,923 | $2,152 萬 | 0.02% | −395,513−34.4% | 減碼 |
| Duquesne Family Office LLC大師杜肯家族辦公室 | 738,785 | $2,111 萬 | 0.48% | 00.0% | 不變 |
| Arvin Capital Management LP | 698,280 | $1,996 萬 | 3.74% | +477,898+216.8% | 加碼 |
| Cypress Point Investment Management LP | 690,070 | $1,972 萬 | 3.57% | +614,378+811.7% | 加碼 |
| Swiss National Bank | 678,500 | $1,939 萬 | 0.01% | +51,100+8.1% | 加碼 |
| Worldquant Millennium Advisors LLC | 668,750 | $1,911 萬 | 0.07% | +668,750 | 新進 |
| Steadfast Capital Management LP | 664,400 | $1,899 萬 | 0.58% | +664,400 | 新進 |
| Arrowstreet Capital, Limited Partnership | 654,484 | $1,871 萬 | 0.01% | +413,286+171.3% | 加碼 |
| Citadel Advisors LLC | 615,901 | $1,760 萬 | 0.01% | −4,372,298−87.7% | 減碼 |
| 683 Capital Management, LLC | 615,000 | $1,758 萬 | 1.62% | +615,000 | 新進 |
| KR Capital LP | 614,525 | $1,756 萬 | 1.74% | +346,189+129.0% | 加碼 |
| Optimus Prime Fund Management Co., Ltd. | 585,500 | $1,673 萬 | 1.24% | 00.0% | 不變 |
| Lombard Odier Asset Management (Europe) Ltd | – | $1,672 萬 | 0.71% | – | – |
| State of Wisconsin Investment Board | 8,263,062 | $1,596 萬 | 0.03% | +1,990,668+31.7% | 加碼 |
| SG Americas Securities, LLC | 457,193 | $1,531 萬 | 0.01% | +179,068+64.4% | 加碼 |
| Arohi Asset Management PTE Ltd. | 521,360 | $1,490 萬 | 5.45% | −48,056−8.4% | 減碼 |
| Ieq Capital, LLC | 517,675 | $1,480 萬 | 0.07% | +489,726+1,752.2% | 加碼 |
| Price T Rowe Associates Inc | 517,385 | $1,479 萬 | 0.00% | +193,053+59.5% | 加碼 |
| Jain Global LLC | 508,125 | $1,452 萬 | 0.17% | +344,038+209.7% | 加碼 |
| Ardmore Road Asset Management LP | 500,000 | $1,429 萬 | 0.84% | +500,000 | 新進 |
| California Public Employees Retirement System | 494,124 | $1,412 萬 | 0.01% | −63,989−11.5% | 減碼 |
| Quantinno Capital Management LP | 489,212 | $1,398 萬 | 0.02% | +82,652+20.3% | 加碼 |
| HRT Financial LP | 465,668 | $1,331 萬 | 0.02% | −306,773−39.7% | 減碼 |
| Citigroup Inc | 461,317 | $1,319 萬 | 0.01% | −41,221−8.2% | 減碼 |
| Wells Fargo & Company | 416,980 | $1,313 萬 | 0.00% | −18,063−4.2% | 減碼 |
| Kim, LLC | – | $1,289 萬 | 1.75% | – | 新進 |
| Whittier Trust Co | 412,187 | $1,222 萬 | 0.12% | 00.0% | 不變 |
| SEI Investments Co | 615,602 | $1,199 萬 | 0.01% | +101,283+19.7% | 加碼 |