Unity SoftwareU
13F holders, Q2 2026 (June 30)At the end of Q2 2026, 563 institutions reported holding Unity Software Inc. (U) in their 13F filings, up 35 from Q1 2026. 103 opened new positions and 73 sold out. The largest holders were Silver Lake Group, L.L.C. ($992.7M), SC US (ttgp), LTD. ($909.6M) and BlackRock, Inc. ($668.2M). 11 famous investors held it, including Gavin Baker (2.6% of Atreides Management's portfolio), Stanley Druckenmiller (0.5% of Duquesne Family Office's portfolio) and Steve Cohen (0.3% of Point72 Asset Management's portfolio).
- Company
- Unity Software Inc.
- CUSIP
- 91332U101
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 103 | $429.4M |
| Exits | 73 | $142.6M |
All 13F filers, Q1 2026 → Q2 2026: 70,243,736 shares bought and 47,416,157 shares sold, net +22,827,579 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 563 holders
| Silver Lake Group, L.L.C. | 21.68% | No change | 34,735,404 | $992.7M |
| SC US (ttgp), LTD. | 2.86% | No change | 31,824,924 | $909.6M |
| BlackRock, Inc. | 0.01% | Add +23.5% | 23,380,305 | $668.2M |
| Vanguard Portfolio Management LLC | 0.03% | Add +10.1% | 20,466,738 | $584.9M |
| Vanguard Capital Management LLC | 0.01% | Add +10.6% | 17,205,571 | $491.7M |
| Slate Path Capital LP | 6.36% | Add +41.6% | 16,075,152 | $459.4M |
| Atreides Management | 2.63% | Reduce -17.3% | 10,245,819 | $292.8M |
| D. E. Shaw & Co. | 0.17% | Add +13.3% | 9,082,560 | $259.6M |
| UBS Group AG | 0.04% | Add +205.0% | 8,241,936 | $235.6M |
| AQR Capital Management | 0.07% | Add +2420.7% | 7,248,193 | $207.2M |
| State Street Corp. | 0.01% | Add +14.9% | 6,816,900 | $194.8M |
| Point72 Asset Management | 0.31% | Add +1.9% | 6,805,922 | $194.5M |
| Two Sigma Investments, LP | 0.15% | Reduce -14.6% | 6,750,900 | $192.9M |
| Geode Capital Management, LLC | 0.01% | Add +0.0% | 6,248,012 | $178.6M |
| FMR LLC | 0.01% | Reduce -1.8% | 5,813,235 | $166.1M |
| Wellington Management Group LLP | 0.03% | Reduce -42.4% | 5,710,223 | $163.2M |
| Norges Bank | 0.02% | — | 5,684,941 | $162.5M |
| Capital World Investors | 0.02% | Add +307.1% | 5,614,947 | $160.5M |
| Resolute Advisors LLC | 32.64% | Add +473.3% | 4,766,219 | $136.2M |
| Hood River Capital Management LLC | 0.98% | Add +5.4% | 4,736,216 | $135.4M |
| Dimensional Fund Advisors LP | 0.02% | Add +9.7% | 4,656,791 | $133.1M |
| Temasek Holdings (Private) Ltd | 0.36% | No change | 4,582,843 | $131.0M |
| Millennium Management | 0.09% | Add +40.5% | 4,551,519 | $130.1M |
| Capital Research Global Investors | 0.02% | Reduce -13.8% | 4,416,031 | $126.2M |
| Goldman Sachs Group Inc. | 0.01% | Add +74.0% | 4,360,228 | $124.6M |
| Infinitum Asset Management, LLC | 12.35% | No change | 4,250,000 | $121.5M |
| T. Rowe Price Investment Management, Inc. | 0.08% | Reduce -9.8% | 4,211,984 | $120.4M |
| Ameriprise Financial Inc. | 0.02% | Add +229.3% | 4,120,732 | $117.8M |
| Holocene Advisors, LP | 0.24% | Add +44.3% | 3,719,509 | $106.3M |
| D1 Capital Partners | 0.29% | Add +9.6% | 3,572,473 | $102.1M |
| Jane Street Group, LLC | 0.06% | Reduce -18.7% | 3,156,631 | $90.2M |
| Nearwater Capital Markets, Ltd | 1.42% | New | 2,881,000 | $82.3M |
| Morgan Stanley | 0.00% | Reduce -56.7% | 2,872,226 | $82.1M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +1.0% | 2,718,444 | $77.7M |
| Broad Peak Investment Advisers Pte Ltd | 13.88% | No change | 2,642,765 | $75.5M |
| Kora Management LP | 8.58% | Add +58.8% | 2,531,727 | $72.4M |
| Vaughan Nelson Investment Management, L.P. | 0.62% | New | 2,460,700 | $70.3M |
| Amundi | 0.02% | Add +4.7% | 2,334,695 | $66.7M |
| Balyasny Asset Management L.P. | 0.12% | Add +236.1% | 2,253,979 | $64.4M |
| Vanguard Fiduciary Trust Co. | 0.01% | Add +4.5% | 2,247,989 | $64.2M |
| Avala Global LP | 2.31% | New | 2,187,605 | $62.5M |
| Deutsche Bank AG | 0.02% | Reduce -41.4% | 2,094,689 | $59.9M |
| Northern Trust Corp. | 0.01% | Add +8.5% | 2,000,883 | $57.2M |
| Invesco Ltd. | 0.00% | Reduce -1.9% | 1,697,791 | $48.5M |
| Schonfeld Strategic Advisors LLC | 0.25% | Reduce -60.9% | 1,672,991 | $47.8M |
| Nuveen, LLC | 0.01% | Add +1.2% | 1,558,959 | $44.6M |
| Renaissance Technologies | 0.06% | Reduce -38.5% | 1,527,297 | $43.7M |
| Van Eck Associates Corp. | 0.02% | Reduce -17.3% | 1,421,247 | $40.6M |
| Flight Deck Capital, LP | 19.43% | No change | 1,399,900 | $40.0M |
| Susquehanna International Group, LLP | 0.03% | Reduce -53.6% | 1,350,199 | $38.6M |
| Woodline Partners LP | 0.11% | Reduce -61.0% | 1,208,954 | $34.6M |
| BNP Paribas Financial Markets | 0.02% | Add +199.5% | 1,206,872 | $34.5M |
| Bank of New York Mellon Corp | 0.01% | Add +12.7% | 1,172,216 | $33.5M |
| No Street GP LP | 2.00% | New | 1,164,529 | $33.3M |
| Bank of America Corp. | 0.00% | Reduce -19.5% | 1,094,617 | $31.3M |
| Sumitomo Mitsui Trust Group, Inc. | 0.02% | Reduce -9.3% | 1,007,599 | $28.8M |
| Amova Asset Management Americas, Inc. | 0.37% | Reduce -9.5% | 1,005,487 | $28.7M |
| Apis Capital Advisors, LLC | 2.78% | New | 1,000,000 | $28.6M |
| Marsico Capital Management LLC | 0.65% | Add +98.4% | 875,430 | $25.0M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -5.0% | 814,076 | $23.3M |
| Jasper Ridge Partners, L.P. | 0.47% | Reduce -1.0% | 775,443 | $22.2M |
| Qube Research & Technologies Ltd | 0.02% | Reduce -34.4% | 752,923 | $21.5M |
| Duquesne Family Office | 0.48% | No change | 738,785 | $21.1M |
| Arvin Capital Management LP | 3.74% | Add +216.8% | 698,280 | $20.0M |
| Cypress Point Investment Management LP | 3.57% | Add +811.7% | 690,070 | $19.7M |
| Swiss National Bank | 0.01% | Add +8.1% | 678,500 | $19.4M |
| Worldquant Millennium Advisors LLC | 0.07% | New | 668,750 | $19.1M |
| Steadfast Capital Management LP | 0.58% | New | 664,400 | $19.0M |
| Arrowstreet Capital, Limited Partnership | 0.01% | Add +171.3% | 654,484 | $18.7M |
| Royal Bank of Canada | 0.00% | Reduce -27.8% | 625,712 | $17.9M |
| Citadel Advisors | 0.01% | Reduce -87.7% | 615,901 | $17.6M |
| 683 Capital Management, LLC | 1.69% | New | 615,000 | $17.6M |
| KR Capital LP | 1.74% | Add +129.0% | 614,525 | $17.6M |
| Optimus Prime Fund Management Co., Ltd. | 1.24% | No change | 585,500 | $16.7M |
| JPMorgan Chase & Co. | 0.00% | Add +3.3% | 537,269 | $15.7M |
| Arohi Asset Management PTE Ltd. | 5.45% | Reduce -8.4% | 521,360 | $14.9M |
| Ieq Capital, LLC | 0.07% | Add +1752.2% | 517,675 | $14.8M |
| T. Rowe Price Associates Inc. | 0.00% | Add +59.5% | 517,385 | $14.8M |
| Jain Global LLC | 0.18% | Add +209.7% | 508,125 | $14.5M |
| Ardmore Road Asset Management LP | 0.84% | New | 500,000 | $14.3M |
| California Public Employees Retirement System | 0.01% | Reduce -11.5% | 494,124 | $14.1M |
| Quantinno Capital Management LP | 0.02% | Add +20.3% | 489,212 | $14.0M |
| HRT Financial LP | 0.02% | Reduce -39.7% | 465,668 | $13.3M |
| Citigroup Inc. | 0.01% | Reduce -8.2% | 461,317 | $13.2M |
| SG Americas Securities, LLC | 0.01% | Add +64.4% | 457,193 | $13.1M |
| Whittier Trust Co. | 0.12% | No change | 412,187 | $12.2M |
| Wells Fargo & Company | 0.00% | Reduce -4.2% | 416,980 | $11.9M |
| Sei Investments Co. | 0.01% | Add +32.6% | 411,602 | $11.8M |
| Gotham Asset Management | 0.03% | Add +21.3% | 404,166 | $11.6M |
| Voloridge Investment Management, LLC | 0.05% | Reduce -74.6% | 403,116 | $11.5M |
| Mariner, LLC | 0.01% | New | 397,581 | $11.4M |
| California State Teachers Retirement System | 0.01% | Add +6.7% | 391,985 | $11.2M |
| Hidden Lake Asset Management LP | 7.53% | Reduce -41.6% | 386,393 | $11.0M |
| Nomura Asset Management Co. Ltd. | 0.02% | Add +17653.8% | 372,830 | $10.7M |
| Group One Trading LLC | 0.29% | Add +339.2% | 355,514 | $10.2M |
| Cinctive Capital Management LP | 0.39% | Add +1082.6% | 343,257 | $9.8M |
| VANGUARD ASSET MANAGEMENT, Ltd | 0.01% | Add +15.0% | 336,562 | $9.6M |
| Neuberger Berman Group LLC | 0.01% | Add +253.9% | 325,559 | $9.3M |
| Barclays PLC | 0.00% | Reduce -50.3% | 321,907 | $9.2M |
| Cerity Partners LLC | 0.01% | Add +477.0% | 300,330 | $8.6M |
"% of holder's portfolio" is U's weight in each manager's 13F, not the share of Unity Software Inc. the manager owns.