Unity SoftwareU
13F holders, Q2 2025 (June 30)At the end of Q2 2025, 445 institutions reported holding Unity Software Inc. (U) in their 13F filings, up 19 from Q1 2025. 96 opened new positions and 75 sold out. The largest holders were Silver Lake Group, L.L.C. ($840.6M), Vanguard Group Inc. ($813.8M) and SC US (ttgp), LTD. ($772.8M). 10 famous investors held it, including Gavin Baker (4.1% of Atreides Management's portfolio), Stanley Druckenmiller (1.1% of Duquesne Family Office's portfolio) and Steve Cohen (0.2% 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 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 96 | $486.6M |
| Exits | 75 | $155.9M |
All 13F filers, Q1 2025 → Q2 2025: 51,630,077 shares bought and 33,403,181 shares sold, net +18,226,896 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 445 holders
| Silver Lake Group, L.L.C. | 16.71% | No change | 34,735,404 | $840.6M |
| Vanguard Group Inc. | 0.01% | Add +2.0% | 33,626,318 | $813.8M |
| SC US (ttgp), LTD. | 6.09% | Reduce -0.0% | 31,932,183 | $772.8M |
| BlackRock, Inc. | 0.01% | Reduce -12.8% | 23,129,346 | $559.7M |
| Capital International Investors | 0.09% | Add +1.3% | 20,608,111 | $498.7M |
| Slate Path Capital LP | 8.35% | Add +25.4% | 20,016,952 | $484.4M |
| Capital Research Global Investors | 0.07% | Add +16.7% | 14,133,314 | $342.0M |
| Wellington Management Group LLP | 0.05% | Add +10.6% | 11,476,198 | $277.7M |
| Resolute Advisors LLC | 43.96% | Reduce -21.0% | 7,313,576 | $177.0M |
| FMR LLC | 0.01% | Add +53.4% | 6,717,156 | $162.6M |
| Norges Bank | 0.02% | Reduce -48.0% | 6,248,795 | $151.2M |
| UBS Group AG | 0.03% | Reduce -2.1% | 6,198,149 | $150.0M |
| Atreides Management | 4.14% | Reduce -34.6% | 6,171,155 | $149.3M |
| State Street Corp. | 0.01% | Add +5.3% | 5,819,098 | $140.8M |
| Castle Hook Partners LP | 2.02% | New | 5,679,430 | $137.4M |
| Geode Capital Management, LLC | 0.01% | Add +0.7% | 5,064,703 | $122.6M |
| Ameriprise Financial Inc. | 0.03% | Add +37.9% | 4,628,328 | $112.0M |
| Dimensional Fund Advisors LP | 0.03% | Add +28.4% | 4,588,053 | $111.0M |
| Invesco Ltd. | 0.02% | Reduce -17.1% | 4,000,773 | $96.8M |
| Point72 Asset Management | 0.24% | Add +347.7% | 3,963,125 | $95.9M |
| Macquarie Group Ltd. | 0.11% | Reduce -3.1% | 3,809,450 | $92.2M |
| Morgan Stanley | 0.01% | Reduce -8.0% | 3,343,417 | $80.9M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.26% | Add +8.8% | 3,017,147 | $73.0M |
| Two Sigma Investments, LP | 0.14% | Add +60.8% | 3,012,487 | $72.9M |
| Sumitomo Mitsui Trust Group, Inc. | 0.04% | Reduce -7.7% | 2,637,201 | $63.8M |
| Amova Asset Management Americas, Inc. | 0.63% | Reduce -8.1% | 2,627,931 | $63.6M |
| Fuller & Thaler Asset Management, Inc. | 0.22% | Add +10.8% | 2,446,406 | $59.2M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +10.2% | 2,388,187 | $57.8M |
| Van Eck Associates Corp. | 0.06% | Add +9.5% | 2,190,255 | $53.0M |
| Frontier Capital Management Co. LLC | 0.48% | Add +74.5% | 2,137,262 | $51.7M |
| Skye Global Management LP | 1.05% | New | 2,028,000 | $49.1M |
| Broad Peak Investment Advisers Pte Ltd | 14.97% | Reduce -18.4% | 1,984,258 | $48.0M |
| Neuberger Berman Group LLC | 0.03% | Add +98.1% | 1,845,260 | $44.7M |
| Northern Trust Corp. | 0.01% | Add +1.7% | 1,776,195 | $43.0M |
| Duquesne Family Office | 1.10% | New | 1,774,050 | $42.9M |
| Edmond DE Rothschild Holding S.A. | 0.68% | Reduce -16.1% | 1,751,421 | $42.4M |
| Jane Street Group, LLC | 0.07% | Add +4101.4% | 1,715,034 | $41.5M |
| Alyeska Investment Group, L.P. | 0.15% | Add +753.9% | 1,707,826 | $41.3M |
| JPMorgan Chase & Co. | 0.00% | Add +373.6% | 1,609,729 | $39.0M |
| Bank of America Corp. | 0.00% | Reduce -24.6% | 1,478,991 | $35.8M |
| Stephens Investment Management Group LLC | 0.47% | Add +77.6% | 1,466,634 | $35.5M |
| Newbrook Capital Advisors LP | 4.29% | New | 1,407,859 | $34.1M |
| Infinitum Asset Management, LLC | 7.50% | New | 1,400,000 | $33.9M |
| Bank of New York Mellon Corp | 0.01% | Add +1.6% | 1,275,663 | $30.9M |
| Nuveen, LLC | 0.01% | Reduce -4.8% | 1,240,686 | $30.0M |
| Fund 1 Investments, LLC | 4.19% | New | 1,222,119 | $29.6M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -7.3% | 1,156,414 | $28.0M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.01% | Add +39.1% | 1,131,542 | $27.4M |
| FengHe Fund Management Pte. Ltd. | 4.39% | Add +203.0% | 1,107,702 | $26.8M |
| Woodson Capital Management, LP | 4.34% | Add +18.6% | 1,000,000 | $24.2M |
| BNP Paribas Financial Markets | 0.02% | Add +104.7% | 937,158 | $22.7M |
| HSBC Holdings PLC | 0.01% | Add +57.1% | 928,465 | $22.3M |
| ARK Investment Management | 0.16% | Add +0.9% | 881,632 | $21.3M |
| Jasper Ridge Partners, L.P. | 0.47% | No change | 783,318 | $19.0M |
| Schonfeld Strategic Advisors LLC | 0.14% | Add +249.7% | 777,217 | $18.8M |
| Squarepoint Ops LLC | 0.04% | Add +436.3% | 752,779 | $18.2M |
| Nishkama Capital, LLC | 2.98% | Add +253.1% | 750,854 | $18.2M |
| Citadel Advisors | 0.01% | Reduce -40.9% | 636,837 | $15.4M |
| Royal Bank of Canada | 0.00% | Reduce -20.0% | 628,555 | $15.2M |
| Tairen Capital Ltd | 1.55% | Add +30.9% | 626,800 | $15.2M |
| Kettle Hill Capital Management, LLC | 3.44% | New | 614,143 | $14.9M |
| Citigroup Inc. | 0.01% | Add +18.9% | 611,241 | $14.8M |
| Kora Management LP | 1.76% | No change | 591,500 | $14.3M |
| Swiss National Bank | 0.01% | Add +7.4% | 587,000 | $14.2M |
| Two Sigma Advisers, LP | 0.03% | Add +27.1% | 586,200 | $14.2M |
| Optimus Prime Fund Management Co., Ltd. | 1.42% | No change | 585,500 | $14.2M |
| Blue Grotto Capital, LLC | 1.70% | New | 582,766 | $14.1M |
| Bwcp, LP | 2.18% | New | 550,583 | $13.3M |
| Barclays PLC | 0.01% | Add +45.9% | 531,655 | $12.9M |
| California Public Employees Retirement System | 0.01% | Add +11.3% | 520,774 | $12.6M |
| Gotham Asset Management | 0.07% | Reduce -17.3% | 517,147 | $12.5M |
| Primecap Management Co. | 0.01% | Reduce -21.6% | 516,814 | $12.5M |
| Invenomic Capital Management LP | 0.67% | Add +74.7% | 489,191 | $11.8M |
| Hood River Capital Management LLC | 0.15% | New | 455,508 | $11.0M |
| Great Lakes Advisors, LLC | 0.09% | New | 441,877 | $10.7M |
| Legal & General Group Plc | 0.00% | Add +34.4% | 426,816 | $10.3M |
| Whittier Trust Co. | 0.12% | No change | 417,520 | $10.1M |
| Exchange Traded Concepts, LLC | 0.13% | Reduce -21.0% | 411,158 | $10.0M |
| Shannon River Fund Management LLC | 1.51% | New | 405,534 | $9.8M |
| Millennium Management | 0.01% | Add +59.0% | 398,806 | $9.7M |
| Polar Capital Holdings Plc | 0.05% | Reduce -17.8% | 397,594 | $9.6M |
| Alliancebernstein L.P. | 0.00% | Reduce -40.7% | 368,996 | $8.9M |
| Twin Tree Management, LP | 0.22% | Reduce -24.6% | 359,042 | $8.7M |
| Wells Fargo & Company | 0.00% | Reduce -7.0% | 352,442 | $8.5M |
| D. E. Shaw & Co. | 0.01% | Add +123.8% | 336,534 | $8.1M |
| Metavasi Capital LP | 3.49% | New | 324,395 | $7.9M |
| California State Teachers Retirement System | 0.01% | Add +12.2% | 290,059 | $7.0M |
| Rhumbline Advisers | 0.01% | Reduce -9.2% | 287,740 | $7.0M |
| State Board of Administration of Florida Retirement System | 0.01% | Add +0.9% | 277,270 | $6.7M |
| Alpha Family Trust | 3.31% | No change | 275,933 | $6.7M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.01% | Reduce -6.1% | 274,954 | $6.7M |
| Nordea Investment Management AB | 0.01% | New | 270,407 | $6.5M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.01% | Add +27.3% | 266,782 | $6.5M |
| J. Goldman & Co LP | 0.20% | Add +113.9% | 263,482 | $6.4M |
| Beaconlight Capital, LLC | 3.65% | New | 257,560 | $6.2M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | Add +1.8% | 249,165 | $6.0M |
| T. Rowe Price Associates Inc. | 0.00% | Add +5.1% | 235,903 | $5.7M |
| Sei Investments Co. | 0.01% | Add +874.8% | 224,715 | $5.4M |
| Oddo BHF Asset Management Sas | 0.20% | New | 216,826 | $5.2M |
| HRT Financial LP | 0.02% | New | 216,081 | $5.2M |
"% of holder's portfolio" is U's weight in each manager's 13F, not the share of Unity Software Inc. the manager owns.