Unity SoftwareU
13F holders, Q1 2026 (March 31)At the end of Q1 2026, 528 institutions reported holding Unity Software Inc. (U) in their 13F filings, down 76 from Q4 2025. 96 opened new positions and 172 sold out. The largest holders were Silver Lake Group, L.L.C. ($762.1M), SC US (ttgp), LTD. ($698.2M) and BlackRock, Inc. ($415.4M). 11 famous investors held it, including Gavin Baker (6.6% of Atreides Management's portfolio), Daniel Sundheim (0.6% of D1 Capital Partners's portfolio) and Stanley Druckenmiller (0.6% of Duquesne Family Office's portfolio).
- Company
- Unity Software Inc.
- CUSIP
- 91332U101
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 96 | $410.5M |
| Exits | 172 | $2.3B |
All 13F filers, Q4 2025 → Q1 2026: 90,659,129 shares bought and 87,673,494 shares sold, net +2,985,635 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 528 holders
| Silver Lake Group, L.L.C. | 20.72% | No change | 34,735,404 | $762.1M |
| SC US (ttgp), LTD. | 7.57% | Reduce -0.3% | 31,824,924 | $698.2M |
| BlackRock, Inc. | 0.01% | Add +1.9% | 18,934,202 | $415.4M |
| Vanguard Portfolio Management LLC | 0.02% | — | 18,587,893 | $407.8M |
| Vanguard Capital Management LLC | 0.01% | — | 15,557,101 | $341.3M |
| Atreides Management | 6.62% | Add +86.9% | 12,385,322 | $271.7M |
| Slate Path Capital LP | 3.70% | Add +38.4% | 11,349,752 | $249.0M |
| Wellington Management Group LLP | 0.04% | Reduce -36.0% | 9,918,411 | $217.6M |
| D. E. Shaw & Co. | 0.15% | Add +143.7% | 8,018,061 | $175.9M |
| Two Sigma Investments, LP | 0.15% | Add +398.9% | 7,908,699 | $173.5M |
| Point72 Asset Management | 0.27% | Add +15.3% | 6,677,309 | $146.5M |
| Morgan Stanley | 0.01% | Add +76.0% | 6,638,790 | $145.7M |
| Geode Capital Management, LLC | 0.01% | Add +6.7% | 6,246,503 | $138.8M |
| State Street Corp. | 0.00% | Add +3.9% | 5,931,616 | $130.1M |
| FMR LLC | 0.01% | Reduce -39.1% | 5,921,765 | $129.9M |
| Capital Research Global Investors | 0.02% | Reduce -63.5% | 5,123,630 | $112.4M |
| Citadel Advisors | 0.08% | Add +769.8% | 4,988,199 | $109.4M |
| T. Rowe Price Investment Management, Inc. | 0.07% | Add +1.0% | 4,670,618 | $102.5M |
| Temasek Holdings (Private) Ltd | 0.34% | Add +81.8% | 4,582,843 | $100.5M |
| Hood River Capital Management LLC | 0.99% | Add +61.0% | 4,493,753 | $98.6M |
| Schonfeld Strategic Advisors LLC | 0.77% | Add +519.7% | 4,279,718 | $93.9M |
| Infinitum Asset Management, LLC | 11.67% | Add +203.6% | 4,250,000 | $93.2M |
| Dimensional Fund Advisors LP | 0.02% | Add +52.8% | 4,245,014 | $93.1M |
| Jane Street Group, LLC | 0.09% | Add +8.1% | 3,882,232 | $85.2M |
| Deutsche Bank AG | 0.03% | Add +800.0% | 3,575,509 | $78.4M |
| D1 Capital Partners | 0.64% | New | 3,259,983 | $71.5M |
| Millennium Management | 0.06% | Add +285.7% | 3,239,465 | $71.1M |
| Woodline Partners LP | 0.26% | Add +883.3% | 3,096,121 | $67.9M |
| Susquehanna International Group, LLP | 0.08% | Add +104.6% | 2,910,993 | $63.9M |
| UBS Group AG | 0.01% | Add +87.0% | 2,701,908 | $59.3M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +8.2% | 2,692,110 | $59.1M |
| Broad Peak Investment Advisers Pte Ltd | 11.77% | No change | 2,642,765 | $58.0M |
| Holocene Advisors, LP | 0.14% | New | 2,577,348 | $56.5M |
| Goldman Sachs Group Inc. | 0.01% | Add +153.6% | 2,506,223 | $55.0M |
| Renaissance Technologies | 0.09% | New | 2,485,597 | $54.5M |
| Amundi | 0.01% | Add +74.0% | 2,229,427 | $48.9M |
| WT Asset Management Ltd | 0.99% | Add +64.9% | 2,151,000 | $47.2M |
| Vanguard Fiduciary Trust Co. | 0.01% | — | 2,150,295 | $47.2M |
| Two Creeks Capital Management, LP | 4.60% | Add +86.5% | 1,983,683 | $43.5M |
| Northern Trust Corp. | 0.01% | Add +1.4% | 1,843,398 | $40.4M |
| Invesco Ltd. | 0.00% | Reduce -40.4% | 1,730,070 | $38.0M |
| Van Eck Associates Corp. | 0.03% | Add +193.2% | 1,719,283 | $37.7M |
| Squarepoint Ops LLC | 0.08% | Add +593.0% | 1,701,274 | $37.3M |
| Kora Management LP | 4.99% | Add +5547.9% | 1,594,227 | $35.0M |
| Voloridge Investment Management, LLC | 0.14% | New | 1,588,003 | $34.8M |
| Nuveen, LLC | 0.01% | Add +11.4% | 1,539,922 | $33.8M |
| Marshall Wace, LLP | 0.03% | New | 1,445,759 | $31.7M |
| Flight Deck Capital, LP | 22.34% | Add +368.2% | 1,399,900 | $30.7M |
| Capital World Investors | 0.00% | New | 1,379,310 | $30.3M |
| Bank of America Corp. | 0.00% | Add +23.4% | 1,359,999 | $29.8M |
| Ameriprise Financial Inc. | 0.01% | Reduce -49.4% | 1,251,297 | $27.5M |
| Tudor Investment Corporation | 0.14% | Add +137.7% | 1,210,390 | $26.6M |
| Qube Research & Technologies Ltd | 0.04% | Add +77.0% | 1,148,436 | $25.2M |
| Amova Asset Management Americas, Inc. | 0.35% | Reduce -40.6% | 1,111,451 | $24.4M |
| Sumitomo Mitsui Trust Group, Inc. | 0.02% | Reduce -40.6% | 1,111,451 | $24.4M |
| Bank of New York Mellon Corp | 0.00% | Reduce -5.0% | 1,040,161 | $22.8M |
| Royal Bank of Canada | 0.00% | Add +2.8% | 866,115 | $19.0M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +16.7% | 857,217 | $18.8M |
| Resolute Advisors LLC | 7.54% | Reduce -48.7% | 831,379 | $18.2M |
| Jasper Ridge Partners, L.P. | 0.38% | No change | 783,318 | $17.2M |
| HRT Financial LP | 0.04% | New | 772,441 | $16.9M |
| Duquesne Family Office | 0.55% | Add +80.2% | 738,785 | $16.2M |
| Eminence Capital, LP | 0.36% | New | 724,782 | $15.9M |
| Balyasny Asset Management L.P. | 0.03% | Reduce -83.9% | 670,735 | $14.7M |
| Hidden Lake Asset Management LP | 9.62% | Add +518.4% | 661,362 | $14.5M |
| Barclays PLC | 0.01% | Add +62.4% | 647,358 | $14.2M |
| Swiss National Bank | 0.01% | Add +0.4% | 627,400 | $13.8M |
| Jupiter Asset Management Ltd. | 0.07% | Add +8415.7% | 616,880 | $13.5M |
| First Trust Advisors LP | 0.01% | Reduce -20.1% | 588,523 | $12.9M |
| Optimus Prime Fund Management Co., Ltd. | 1.24% | No change | 585,500 | $12.8M |
| Engineers Gate Manager LP | 0.16% | Add +6314.1% | 576,114 | $12.6M |
| Arohi Asset Management PTE Ltd. | 4.53% | Add +1038.8% | 569,416 | $12.5M |
| California Public Employees Retirement System | 0.01% | Add +1.2% | 558,113 | $12.2M |
| Canada Pension Plan Investment Board | 0.01% | Add +13.7% | 525,574 | $11.5M |
| Maytree Asset Management Ltd | 8.07% | Add +328.6% | 520,270 | $11.4M |
| Citigroup Inc. | 0.01% | Reduce -41.7% | 502,538 | $11.0M |
| Algert Global LLC | 0.17% | Add +21.5% | 500,604 | $11.0M |
| JPMorgan Chase & Co. | 0.00% | Reduce -70.2% | 520,341 | $10.7M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.02% | Add +48.8% | 485,353 | $10.6M |
| Walleye Capital LLC | 0.06% | Add +94.0% | 441,978 | $9.7M |
| Marsico Capital Management LLC | 0.28% | Reduce -16.9% | 441,236 | $9.7M |
| Wells Fargo & Company | 0.00% | Reduce -16.2% | 435,043 | $9.5M |
| ING Groep NV | 0.06% | New | 420,100 | $9.2M |
| Alyeska Investment Group, L.P. | 0.03% | New | 413,999 | $9.1M |
| Exchange Traded Concepts, LLC | 0.07% | Add +8.8% | 413,861 | $9.1M |
| Whittier Trust Co. | 0.10% | Reduce -1.3% | 412,187 | $9.1M |
| Quantinno Capital Management LP | 0.01% | Add +81.3% | 406,560 | $8.9M |
| BNP Paribas Financial Markets | 0.01% | Reduce -11.7% | 402,936 | $8.8M |
| Clear Street Group Inc. | 0.05% | Add +527.3% | 386,051 | $8.5M |
| California State Teachers Retirement System | 0.01% | Add +22.2% | 367,521 | $8.1M |
| Capital Fund Management S.A. | 0.07% | Add +127.2% | 353,189 | $7.7M |
| Beaconlight Capital, LLC | 4.27% | Add +102.5% | 345,309 | $7.6M |
| Gotham Asset Management | 0.02% | Reduce -28.4% | 333,161 | $7.3M |
| Tairen Capital Ltd | 0.78% | Reduce -25.9% | 328,865 | $7.2M |
| T. Rowe Price Associates Inc. | 0.00% | Reduce -72.8% | 324,332 | $7.1M |
| TD Asset Management Inc | 0.01% | Reduce -5.4% | 319,496 | $7.0M |
| Sei Investments Co. | 0.01% | Reduce -16.4% | 310,319 | $6.8M |
| PEAK6 LLC | 0.19% | Add +149.0% | 303,732 | $6.7M |
| Legal & General Group Plc | 0.00% | Reduce -16.6% | 295,549 | $6.5M |
| VANGUARD ASSET MANAGEMENT, Ltd | 0.01% | — | 292,725 | $6.4M |
"% of holder's portfolio" is U's weight in each manager's 13F, not the share of Unity Software Inc. the manager owns.