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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 2024
the date the book describes
Filed
16 Sep 2024
latest of these filings; the earliest 26 Jul 2024
Managers listing it
9
at least, of 95 tracked, among listed positions
Comparable managers
94
filed both Q1 2024 and Q2 2024; 6 listed it in both
Shares listed
29,348,559
combined, among listed positions
Reported value
$477m
combined, at the quarter end

Among the 94 comparable managers: 6 buyers (opened or added shares) and 3 sellers (trimmed or exited), at least, among listed positions. Their net change in shares is not known from listed positions, because at least one of them lists it in only one of the two quarters.

Managers listing U in Q2 2024

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q1 2024, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

9 of 9 holders

ActionFiling
ARK Investment Management LLC11,305,206$184m1.63%Trimmed-2,632,98326 Jul 2024 (the filing on sec.gov)
Capital Research Global Investors10,272,384$167munder 0.1%Added+1,747,93613 Aug 2024 (the filing on sec.gov)
Point72 Asset Management LP1,886,012$31m0.08%Newnew16 Sep 2024 (the filing on sec.gov)
Two Sigma Investments LP1,501,677$24m0.06%Trimmed-1,979,46914 Aug 2024 (the filing on sec.gov)
Voloridge Investment Management LLC1,266,120$21m0.08%Added+622,95314 Aug 2024 (the filing on sec.gov)
Tudor Investment Corp1,236,714$20m0.10%Addedn.a.14 Aug 2024 (the filing on sec.gov)
Two Sigma Advisers LP1,092,100$18munder 0.1%Trimmed-1,781,60014 Aug 2024 (the filing on sec.gov)
Bridgewater Associates LP503,963$8.2munder 0.1%Added+322,52514 Aug 2024 (the filing on sec.gov)
Holocene Advisors LP284,383$4.6munder 0.1%Newnew14 Aug 2024 (the filing on sec.gov)

Largest increases and reductions, by shares

Q1 2024 to Q2 2024, 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 (2)

Exited (0)

No exit shown by a manager’s own filing.

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 →