Unity SoftwareU

13F holders, Q3 2025 (September 30)
549holders +104
152new positions
50sold out
11famous investors
$40.03avg. 13F price*

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

0200400600800 Q1 2024: 470Q1 2024Q2 2024: 428Q2 2024Q3 2024: 399Q3 2024Q4 2024: 411Q4 2024Q1 2025: 426Q1 2025Q2 2025: 445Q2 2025Q3 2025: 549Q3 2025Q4 2025: 604Q4 2025Q1 2026: 528Q1 2026Q2 2026: 563Q2 2026

Total Exit/New Position Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions152$849.3M
Exits50$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.

Show all 549 holders