Unity SoftwareU
13F holders, Q3 2025 (September 30)At the end of Q3 2025, 549 institutions reported holding Unity Software Inc. (U) in their 13F filings, up 104 from Q2 2025. 152 opened new positions and 50 sold out. The largest holders were Silver Lake Group, L.L.C. ($1.4B), Vanguard Group Inc. ($1.4B) and SC US (ttgp), LTD. ($1.3B). 11 famous investors held it, including Gavin Baker (6.4% of Atreides Management's portfolio), Stanley Druckenmiller (0.9% of Duquesne Family Office's portfolio) and Steve Cohen (0.4% 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 Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 152 | $849.3M |
| Exits | 50 | $214.0M |
All 13F filers, Q2 2025 → Q3 2025: 51,588,292 shares bought and 47,322,861 shares sold, net +4,265,431 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 549 holders
| Silver Lake Group, L.L.C. | 27.09% | No change | 34,735,404 | $1.4B |
| Vanguard Group Inc. | 0.02% | Add +2.8% | 34,556,611 | $1.4B |
| SC US (ttgp), LTD. | 7.92% | No change | 31,932,183 | $1.3B |
| BlackRock, Inc. | 0.02% | Add +2.0% | 23,603,010 | $945.1M |
| Capital International Investors | 0.13% | Reduce -0.9% | 20,424,395 | $817.8M |
| Wellington Management Group LLP | 0.13% | Add +58.7% | 18,213,875 | $729.3M |
| Capital Research Global Investors | 0.11% | Reduce -0.6% | 14,044,619 | $562.4M |
| Slate Path Capital LP | 6.62% | Reduce -46.6% | 10,690,852 | $428.1M |
| FMR LLC | 0.01% | Add +2.6% | 6,892,354 | $276.0M |
| Atreides Management | 6.36% | Reduce -1.0% | 6,111,553 | $244.7M |
| State Street Corp. | 0.01% | Add +1.0% | 5,877,559 | $235.3M |
| Geode Capital Management, LLC | 0.01% | Add +9.1% | 5,523,452 | $221.2M |
| Castle Hook Partners LP | 3.23% | Reduce -6.3% | 5,321,167 | $213.1M |
| Invesco Ltd. | 0.03% | Add +9.0% | 4,360,992 | $174.6M |
| Jane Street Group, LLC | 0.21% | Add +153.9% | 4,354,178 | $174.3M |
| UBS Group AG | 0.03% | Reduce -30.8% | 4,286,992 | $171.7M |
| Morgan Stanley | 0.01% | Add +17.2% | 3,919,871 | $157.0M |
| Macquarie Group Ltd. | 0.18% | Add +1.6% | 3,871,044 | $155.0M |
| Point72 Asset Management | 0.36% | Reduce -3.0% | 3,845,618 | $154.0M |
| Resolute Advisors LLC | 38.73% | Reduce -48.5% | 3,767,576 | $150.9M |
| Tidal Investments LLC | 0.59% | New | 3,478,415 | $139.3M |
| Ameriprise Financial Inc. | 0.03% | Reduce -26.8% | 3,388,306 | $136.0M |
| T. Rowe Price Investment Management, Inc. | 0.08% | New | 3,266,598 | $130.8M |
| Dimensional Fund Advisors LP | 0.03% | Reduce -30.5% | 3,189,630 | $127.8M |
| Susquehanna International Group, LLP | 0.19% | Add +1385.1% | 3,167,611 | $126.8M |
| Broad Peak Investment Advisers Pte Ltd | 31.82% | Add +43.6% | 2,849,437 | $114.1M |
| Hood River Capital Management LLC | 1.31% | Add +509.4% | 2,775,655 | $111.1M |
| Massachusetts Financial Services Co. | 0.03% | New | 2,653,172 | $106.2M |
| Fuller & Thaler Asset Management, Inc. | 0.33% | Add +0.3% | 2,453,346 | $98.2M |
| Charles Schwab Investment Management Inc. | 0.02% | Reduce -1.2% | 2,359,956 | $94.5M |
| Royal Bank of Canada | 0.02% | Add +271.9% | 2,337,552 | $93.6M |
| Sumitomo Mitsui Trust Group, Inc. | 0.05% | Reduce -18.1% | 2,158,433 | $86.4M |
| Amova Asset Management Americas, Inc. | 0.83% | Reduce -18.0% | 2,154,746 | $86.1M |
| Balyasny Asset Management L.P. | 0.17% | Add +920.0% | 1,992,193 | $79.8M |
| Northern Trust Corp. | 0.01% | Add +3.8% | 1,843,556 | $73.8M |
| Frontier Capital Management Co. LLC | 0.64% | Reduce -16.3% | 1,788,925 | $71.6M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.20% | Reduce -48.5% | 1,554,336 | $62.2M |
| Temasek Holdings (Private) Ltd | 0.21% | Add +610.7% | 1,480,545 | $59.3M |
| Infinitum Asset Management, LLC | 10.31% | No change | 1,400,000 | $56.1M |
| Stephens Investment Management Group LLC | 0.72% | Reduce -5.5% | 1,386,226 | $55.5M |
| JPMorgan Chase & Co. | 0.00% | Reduce -15.2% | 1,364,835 | $54.6M |
| Schonfeld Strategic Advisors LLC | 0.37% | Add +70.6% | 1,325,797 | $53.1M |
| Two Sigma Investments, LP | 0.08% | Reduce -56.5% | 1,309,122 | $52.4M |
| Bank of New York Mellon Corp | 0.01% | Reduce -8.2% | 1,171,144 | $46.9M |
| Bank of America Corp. | 0.00% | Reduce -25.3% | 1,105,400 | $44.3M |
| Nuveen, LLC | 0.01% | Reduce -11.0% | 1,104,225 | $44.2M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -7.7% | 1,067,120 | $42.7M |
| ARK Investment Management | 0.23% | Add +10.8% | 976,973 | $39.1M |
| 12 West Capital Management LP | 4.01% | New | 965,000 | $38.6M |
| Wells Fargo & Company | 0.01% | Add +154.9% | 898,487 | $36.0M |
| Duquesne Family Office | 0.90% | Reduce -50.3% | 882,500 | $35.3M |
| Tudor Investment Corporation | 0.24% | Add +738.6% | 878,481 | $35.2M |
| BNP Paribas Financial Markets | 0.03% | Reduce -6.4% | 877,427 | $35.1M |
| Jasper Ridge Partners, L.P. | 0.71% | No change | 783,318 | $31.4M |
| T. Rowe Price Associates Inc. | 0.00% | Add +223.9% | 764,188 | $30.6M |
| Gilder Gagnon Howe & Co. LLC | 0.30% | New | 745,055 | $29.8M |
| Van Eck Associates Corp. | 0.03% | Reduce -66.5% | 733,107 | $29.4M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.01% | Reduce -35.7% | 727,632 | $29.1M |
| Citigroup Inc. | 0.02% | Add +14.7% | 701,363 | $28.1M |
| First Trust Advisors LP | 0.02% | Add +4548.8% | 664,260 | $26.6M |
| Lord, Abbett & Co. LLC | 0.08% | New | 657,796 | $26.3M |
| Swiss National Bank | 0.01% | Add +3.0% | 604,600 | $24.2M |
| Amundi | 0.01% | Add +2688.2% | 636,229 | $23.9M |
| Newbrook Capital Advisors LP | 2.87% | Reduce -58.4% | 586,427 | $23.5M |
| Optimus Prime Fund Management Co., Ltd. | 2.08% | No change | 585,500 | $23.4M |
| Woodson Capital Management, LP | 4.43% | Reduce -42.5% | 575,000 | $23.0M |
| Cubist Systematic Strategies, LLC | 0.32% | New | 570,110 | $22.8M |
| Qube Research & Technologies Ltd | 0.03% | New | 561,541 | $22.5M |
| Alliancebernstein L.P. | 0.01% | Add +49.1% | 550,088 | $22.0M |
| California Public Employees Retirement System | 0.01% | Add +4.6% | 544,674 | $21.8M |
| Marsico Capital Management LLC | 0.55% | New | 534,108 | $21.4M |
| Citadel Advisors | 0.02% | Reduce -18.8% | 517,362 | $20.7M |
| D. E. Shaw & Co. | 0.02% | Add +40.2% | 471,752 | $18.9M |
| Ariose Capital Management Ltd | 6.33% | New | 471,600 | $18.9M |
| Gotham Asset Management | 0.08% | Reduce -11.7% | 456,896 | $18.3M |
| FengHe Fund Management Pte. Ltd. | 1.64% | Reduce -59.6% | 447,602 | $17.9M |
| Nishkama Capital, LLC | 1.61% | Reduce -40.4% | 447,353 | $17.9M |
| Alta Park Capital, LP | 1.69% | New | 418,650 | $16.8M |
| Barclays PLC | 0.01% | Reduce -21.3% | 418,239 | $16.7M |
| Legal & General Group Plc | 0.00% | Reduce -4.1% | 409,234 | $16.4M |
| Cramer Rosenthal McGlynn LLC | 1.04% | New | 405,584 | $16.2M |
| Whittier Trust Co. | 0.18% | No change | 417,520 | $15.8M |
| Contrarius Group Holdings Ltd | 0.70% | New | 384,002 | $15.4M |
| Prelude Capital Management, LLC | 1.19% | New | 377,899 | $15.1M |
| Exchange Traded Concepts, LLC | 0.14% | Reduce -10.2% | 369,137 | $14.8M |
| HSBC Holdings PLC | 0.01% | Reduce -60.3% | 368,774 | $14.8M |
| Glazer Capital, LLC | 0.54% | New | 364,900 | $14.6M |
| Great Lakes Advisors, LLC | 0.11% | Reduce -23.0% | 340,062 | $13.6M |
| Kora Management LP | 1.44% | Reduce -42.6% | 339,500 | $13.6M |
| Potrero Capital Research LLC | 4.08% | Add +108.5% | 335,327 | $13.4M |
| Jump Financial, LLC | 0.18% | New | 331,087 | $13.3M |
| Canada Pension Plan Investment Board | 0.01% | Add +85.0% | 319,700 | $12.8M |
| Primecap Management Co. | 0.01% | Reduce -39.0% | 315,014 | $12.6M |
| Algert Global LLC | 0.21% | Add +55.3% | 306,517 | $12.3M |
| WINTON GROUP Ltd | 0.45% | New | 297,659 | $11.9M |
| California State Teachers Retirement System | 0.01% | Add +1.9% | 295,627 | $11.8M |
| Rhumbline Advisers | 0.01% | Add +0.0% | 287,777 | $11.5M |
| State Board of Administration of Florida Retirement System | 0.02% | Add +1.7% | 281,887 | $11.3M |
| Polar Capital Holdings Plc | 0.05% | Reduce -33.1% | 265,815 | $10.6M |
| Polar Asset Management Partners Inc. | 0.31% | New | 265,474 | $10.6M |
"% of holder's portfolio" is U's weight in each manager's 13F, not the share of Unity Software Inc. the manager owns.