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U in the 13F filings

Unity Software Inc · CUSIP 91332U101

Sector · Software and IT servicesTheme · Cloud and enterprise software· L3VLUP-definedTheme · Prepackaged software
Quarter
Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023
Quarter end
30 Jun 2026
the date the book describes
Filed
27 Oct 2026
latest of these filings; the earliest 3 Aug 2026
Managers listing it
33
at least, of 95 tracked, among listed positions
Comparable managers
91
filed both Q1 2026 and Q2 2026; 14 listed it in both
Shares listed
80,873,617
combined, among listed positions
Reported value
$2.3bn
combined, at the quarter end

AllianceBernstein LP. Values in this filing are at the previous quarter end's prices; its share count is the quarter end's.

Among the 91 comparable managers: 17 buyers (opened or added shares) and 21 sellers (trimmed or exited), at least, among listed positions. Their net change in shares was -5,376,717.

Managers listing U in Q2 2026

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q1 2026, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

33 of 33 holders

ActionFiling
D. E. Shaw & Co.9,082,560$260m0.12%Added+1,064,49914 Aug 2026 (the filing on sec.gov)
AQR Capital Management LLC7,248,193$207m0.07%Added+6,960,65014 Aug 2026 (the filing on sec.gov)
Point72 Asset Management LP6,805,922$195m0.21%Added+128,61314 Aug 2026 (the filing on sec.gov)
Two Sigma Investments LP6,750,900$193m0.14%Trimmed-1,157,79914 Aug 2026 (the filing on sec.gov)
Fidelity (FMR LLC)5,813,235$166munder 0.1%Trimmed-108,53013 Aug 2026 (the filing on sec.gov)
Wellington Management Group LLP5,710,223$163munder 0.1%Trimmed-4,208,18814 Aug 2026 (the filing on sec.gov)
Capital World Investors5,614,947$160munder 0.1%Added+4,235,63712 Aug 2026 (the filing on sec.gov)
Millennium Management LLC4,551,519$130munder 0.1%Added+1,312,05414 Aug 2026 (the filing on sec.gov)
Capital Research Global Investors4,416,031$126munder 0.1%Trimmed-707,59912 Aug 2026 (the filing on sec.gov)
Holocene Advisors LP3,719,509$106m0.24%Added+1,142,16114 Aug 2026 (the filing on sec.gov)
D1 Capital Partners LP3,572,473$102m0.29%Added+312,49014 Aug 2026 (the filing on sec.gov)
Jane Street Group LLC3,156,631$90munder 0.1%Trimmed-725,60114 Aug 2026 (the filing on sec.gov)
Balyasny Asset Management LLC2,253,979$64m0.08%Added+1,583,24414 Aug 2026 (the filing on sec.gov)
Invesco Ltd1,697,791$49munder 0.1%Trimmed-32,27914 Aug 2026 (the filing on sec.gov)
Schonfeld Strategic Advisors LLC1,672,991$48m0.17%Trimmed-2,606,72714 Aug 2026 (the filing on sec.gov)
Renaissance Technologies LLC1,527,297$44m0.06%Trimmed-958,30013 Aug 2026 (the filing on sec.gov)
Susquehanna International Group LLP1,350,199$39munder 0.1%Trimmed-1,560,79414 Aug 2026 (the filing on sec.gov)
Woodline Partners LP1,208,954$35m0.11%Trimmed-1,887,16714 Aug 2026 (the filing on sec.gov)
Steadfast Capital Management LP664,400$19m0.58%Newnew14 Aug 2026 (the filing on sec.gov)
Arrowstreet Capital LP654,484$19munder 0.1%Added+413,28613 Aug 2026 (the filing on sec.gov)
Citadel Advisors LLC615,901$18munder 0.1%Trimmed-4,372,2982 Sep 2026 (the filing on sec.gov)
T. Rowe Price Associates Inc517,385$15munder 0.1%Added+193,05314 Aug 2026 (the filing on sec.gov)
Voloridge Investment Management LLC403,116$12munder 0.1%Trimmed-1,184,88714 Aug 2026 (the filing on sec.gov)
Neuberger Berman Group LLC325,559$9.3munder 0.1%Added+233,56527 Oct 2026 (the filing on sec.gov)
Man Group PLC299,449$8.6munder 0.1%Added+138,44414 Aug 2026 (the filing on sec.gov)
Page 1 of 2

Largest increases and reductions, by shares

Q1 2026 to Q2 2026, among managers that listed it in both quarters or opened it.

Increases

Reductions

New positions and exits

At least these many: a manager is shown exiting only where its own filing shows the position gone.

New (3)

Exited (5)

Ownership over time

Every quarter on file. A quarter-end value moves with the price as well as with the shares held; buyers and sellers count comparable managers, by shares.
7 in Q3 2024 to 18 in Q2 2026

Tracked managers listing it, at least.

0102030202120222023202420252026
the quarter shown share split complete books; unmarked quarters rest on listed positionsClick a quarter to open it.
U by quarter
QuarterHoldersReported valueBuyersSellers
Q3 202013$2.4bnn.a.n.a.
Q4 202012$5.1bnn.a.n.a.
Q1 202113$2.4bnn.a.n.a.
Q2 20219$2.5bnn.a.n.a.
Q3 20218$3.0bnn.a.n.a.
Q4 202115$3.4bnn.a.n.a.
Q1 20229$1.8bnn.a.n.a.
Q2 20227$685mn.a.n.a.
Q3 20228$725mn.a.n.a.
Q4 20228$631mn.a.n.a.
Q1 20237$743mn.a.n.a.
Q2 202310$1.1bnn.a.n.a.
Q3 20239$732mn.a.n.a.
Q4 202311$1.4bn93
Q1 202410$879m74
Q2 20249$477m63
Q3 20247$692m44
Q4 202411$539m82
Q1 20257$534m44
Q2 20258$888m80
Q3 202514$2.0bn113
Q4 202523$2.6bn2315
Q1 202615$1.3bn2121
Q2 202618$1.9bn1721

Compare with…

Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.

U and GOOGL →U and AMZN →U and MSFT →Choose a stock to compare with U →

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.

Which funds own U, latest filings →Back to the 13F Explorer →