Unity SoftwareU
13F holders, Q4 2025 (December 31)604holders +55
100new positions
70sold out
11famous investors
$44.17avg. 13F price*
At the end of Q4 2025, 604 institutions reported holding Unity Software Inc. (U) in their 13F filings, up 55 from Q3 2025. 100 opened new positions and 70 sold out. The largest holders were Vanguard Group Inc. ($1.6B), Silver Lake Group, L.L.C. ($1.5B) and SC US (ttgp), LTD. ($1.4B). 11 famous investors held it, including Gavin Baker (6.2% of Atreides Management's portfolio), Stanley Druckenmiller (0.4% 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 Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 100 | $341.4M |
| Exits | 70 | $290.3M |
All 13F filers, Q3 2025 → Q4 2025: 35,759,980 shares bought and 45,685,138 shares sold, net −9,925,158 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 604 holders
| Vanguard Group Inc. | 0.02% | Add +2.9% | 35,553,296 | $1.6B |
| Silver Lake Group, L.L.C. | 30.50% | No change | 34,735,404 | $1.5B |
| SC US (ttgp), LTD. | 10.11% | Reduce -0.0% | 31,920,048 | $1.4B |
| BlackRock, Inc. | 0.01% | Reduce -21.2% | 18,590,077 | $821.1M |
| Capital International Investors | 0.13% | Reduce -10.1% | 18,370,198 | $811.4M |
| Wellington Management Group LLP | 0.12% | Reduce -15.0% | 15,486,346 | $684.0M |
| Capital Research Global Investors | 0.11% | Add +0.1% | 14,057,270 | $620.9M |
| FMR LLC | 0.02% | Add +41.0% | 9,721,848 | $429.4M |
| Slate Path Capital LP | 4.89% | Reduce -23.3% | 8,200,752 | $362.2M |
| Atreides Management | 6.21% | Add +8.4% | 6,625,439 | $292.6M |
| Geode Capital Management, LLC | 0.02% | Add +6.0% | 5,852,047 | $258.5M |
| Point72 Asset Management | 0.42% | Add +50.6% | 5,790,356 | $255.8M |
| State Street Corp. | 0.01% | Reduce -2.8% | 5,710,799 | $252.2M |
| Norges Bank | 0.02% | — | 5,213,617 | $230.3M |
| Castle Hook Partners LP | 3.16% | Reduce -6.6% | 4,967,901 | $219.4M |
| T. Rowe Price Investment Management, Inc. | 0.13% | Add +41.5% | 4,622,445 | $204.2M |
| Nomura Asset Management International Inc. | 0.28% | — | 4,239,160 | $187.2M |
| Balyasny Asset Management L.P. | 0.36% | Add +108.7% | 4,157,271 | $183.6M |
| Morgan Stanley | 0.01% | Reduce -3.7% | 3,773,089 | $166.7M |
| Jane Street Group, LLC | 0.19% | Reduce -17.5% | 3,591,469 | $158.6M |
| D. E. Shaw & Co. | 0.12% | Add +597.6% | 3,290,784 | $145.4M |
| Massachusetts Financial Services Co. | 0.04% | Add +9.5% | 2,905,820 | $128.4M |
| Invesco Ltd. | 0.01% | Reduce -33.4% | 2,903,554 | $128.2M |
| Hood River Capital Management LLC | 1.35% | Add +0.6% | 2,792,007 | $123.3M |
| Dimensional Fund Advisors LP | 0.03% | Reduce -12.9% | 2,779,052 | $122.8M |
| Fuller & Thaler Asset Management, Inc. | 0.41% | Add +11.2% | 2,727,648 | $120.5M |
| Broad Peak Investment Advisers Pte Ltd | 20.93% | Reduce -7.3% | 2,642,765 | $116.7M |
| Temasek Holdings (Private) Ltd | 0.36% | Add +70.2% | 2,520,421 | $111.3M |
| Charles Schwab Investment Management Inc. | 0.02% | Add +5.4% | 2,488,103 | $109.9M |
| Ameriprise Financial Inc. | 0.02% | Reduce -27.0% | 2,473,011 | $109.2M |
| Alliancebernstein L.P. | 0.03% | Add +263.0% | 1,996,738 | $88.2M |
| Sumitomo Mitsui Trust Group, Inc. | 0.05% | Reduce -13.3% | 1,872,333 | $82.7M |
| Amova Asset Management Americas, Inc. | 0.96% | Reduce -13.1% | 1,871,775 | $82.6M |
| Northern Trust Corp. | 0.01% | Reduce -1.4% | 1,818,059 | $80.3M |
| JPMorgan Chase & Co. | 0.01% | Add +27.8% | 1,744,149 | $77.0M |
| FengHe Fund Management Pte. Ltd. | 4.31% | Add +286.9% | 1,732,002 | $76.5M |
| Resolute Advisors LLC | 23.36% | Reduce -57.0% | 1,621,429 | $71.6M |
| Two Sigma Investments, LP | 0.11% | Add +21.1% | 1,585,110 | $70.0M |
| Stephens Investment Management Group LLC | 0.90% | Add +13.2% | 1,569,541 | $69.3M |
| UBS Group AG | 0.01% | Reduce -66.3% | 1,444,786 | $63.8M |
| Susquehanna International Group, LLP | 0.09% | Reduce -55.1% | 1,423,014 | $62.9M |
| Infinitum Asset Management, LLC | 9.15% | No change | 1,400,000 | $61.8M |
| Nuveen, LLC | 0.02% | Add +25.2% | 1,382,396 | $61.1M |
| Fred Alger Management, LLC | 0.23% | Add +17917.8% | 1,330,976 | $58.8M |
| WT Asset Management Ltd | 2.30% | New | 1,304,647 | $57.6M |
| Amundi | 0.02% | Add +101.4% | 1,281,161 | $56.6M |
| Steadfast Capital Management LP | 0.94% | New | 1,210,470 | $53.5M |
| T. Rowe Price Associates Inc. | 0.01% | Add +56.1% | 1,193,312 | $52.7M |
| Anomaly Capital Management, LP | 1.85% | New | 1,163,021 | $51.4M |
| Lord, Abbett & Co. LLC | 0.16% | Add +76.1% | 1,158,668 | $51.2M |
| Bank of America Corp. | 0.00% | Reduce -0.3% | 1,102,400 | $48.7M |
| Bank of New York Mellon Corp | 0.01% | Reduce -6.5% | 1,095,428 | $48.4M |
| Shannon River Fund Management LLC | 7.38% | New | 1,065,452 | $47.1M |
| Two Creeks Capital Management, LP | 3.85% | New | 1,063,773 | $47.0M |
| Frontier Capital Management Co. LLC | 0.49% | Reduce -41.3% | 1,050,468 | $46.4M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -7.4% | 988,091 | $43.6M |
| ARK Investment Management | 0.29% | Reduce -0.3% | 974,337 | $43.0M |
| Ariose Capital Management Ltd | 13.68% | Add +96.0% | 924,583 | $40.8M |
| Citigroup Inc. | 0.03% | Add +22.9% | 862,299 | $38.1M |
| Royal Bank of Canada | 0.01% | Reduce -64.0% | 842,765 | $37.2M |
| Millennium Management | 0.03% | Add +2829.7% | 839,802 | $37.1M |
| Jasper Ridge Partners, L.P. | 0.77% | No change | 783,318 | $34.6M |
| Newbrook Capital Advisors LP | 4.15% | Add +27.7% | 748,875 | $33.1M |
| First Trust Advisors LP | 0.02% | Add +10.9% | 736,906 | $32.5M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.01% | Add +0.9% | 734,371 | $32.4M |
| Gilder Gagnon Howe & Co. LLC | 0.34% | Reduce -1.9% | 731,222 | $32.3M |
| Schonfeld Strategic Advisors LLC | 0.15% | Reduce -47.9% | 690,655 | $30.5M |
| Kettle Hill Capital Management, LLC | 6.48% | Add +180.6% | 658,005 | $29.1M |
| Qube Research & Technologies Ltd | 0.04% | Add +15.5% | 648,687 | $28.7M |
| Swiss National Bank | 0.02% | Add +3.3% | 624,800 | $27.6M |
| Van Eck Associates Corp. | 0.02% | Reduce -20.0% | 586,464 | $25.9M |
| Optimus Prime Fund Management Co., Ltd. | 2.08% | No change | 585,500 | $25.9M |
| Citadel Advisors | 0.02% | Add +10.8% | 573,476 | $25.3M |
| California Public Employees Retirement System | 0.01% | Add +1.3% | 551,639 | $24.4M |
| Contrarius Group Holdings Ltd | 1.17% | Add +42.1% | 545,529 | $24.1M |
| Marsico Capital Management LLC | 0.65% | Reduce -0.6% | 530,693 | $23.4M |
| Wells Fargo & Company | 0.00% | Reduce -42.2% | 519,150 | $22.9M |
| Tudor Investment Corporation | 0.13% | Reduce -42.0% | 509,275 | $22.5M |
| Gotham Asset Management | 0.07% | Add +1.9% | 465,343 | $20.6M |
| Canada Pension Plan Investment Board | 0.01% | Add +44.6% | 462,242 | $20.4M |
| BNP Paribas Financial Markets | 0.01% | Reduce -48.0% | 456,191 | $20.1M |
| Tairen Capital Ltd | 2.04% | Add +84.7% | 443,765 | $19.6M |
| Whittier Trust Co. | 0.21% | No change | 417,520 | $19.0M |
| Polar Capital Holdings Plc | 0.09% | Add +58.6% | 421,467 | $18.6M |
| Algert Global LLC | 0.28% | Add +34.4% | 411,939 | $18.2M |
| Duquesne Family Office | 0.43% | Reduce -53.5% | 410,020 | $18.1M |
| Barclays PLC | 0.01% | Reduce -4.7% | 398,749 | $17.6M |
| Deutsche Bank AG | 0.01% | Add +266.1% | 397,268 | $17.5M |
| Glazer Capital, LLC | 0.51% | Add +6.8% | 389,800 | $17.2M |
| Exchange Traded Concepts, LLC | 0.14% | Add +3.0% | 380,318 | $16.8M |
| Sei Investments Co. | 0.02% | Add +71.7% | 371,241 | $16.4M |
| Woodson Capital Management, LP | 2.46% | Reduce -37.4% | 360,000 | $15.9M |
| Legal & General Group Plc | 0.00% | Reduce -13.4% | 354,249 | $15.6M |
| Two Sigma Advisers, LP | 0.03% | Add +271.5% | 350,300 | $15.5M |
| AQR Capital Management | 0.01% | Add +95.1% | 344,413 | $15.2M |
| TD Asset Management Inc | 0.01% | Add +40.2% | 337,696 | $14.9M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.04% | Reduce -79.0% | 326,293 | $14.4M |
| Woodline Partners LP | 0.05% | Add +2520.1% | 314,860 | $13.9M |
| Alta Park Capital, LP | 1.66% | Reduce -25.3% | 312,807 | $13.8M |
| California State Teachers Retirement System | 0.01% | Add +1.7% | 300,736 | $13.3M |
"% of holder's portfolio" is U's weight in each manager's 13F, not the share of Unity Software Inc. the manager owns.