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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
31 Dec 2025
the date the book describes
Filed
27 Oct 2026
latest of these filings; the earliest 22 Jan 2026
Managers listing it
37
at least, of 95 tracked, among listed positions
Comparable managers
92
filed both Q3 2025 and Q4 2025; 14 listed it in both
Shares listed
75,898,437
combined, among listed positions
Reported value
$3.4bn
combined, at the quarter end

Among the 92 comparable managers: 23 buyers (opened or added shares) and 15 sellers (trimmed or exited), at least, among listed positions. Their net change in shares was +7,575,905.

Managers listing U in Q4 2025

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q3 2025, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

37 of 37 holders

ActionFiling
Wellington Management Group LLP15,486,346$684m0.12%Trimmed-2,727,52917 Feb 2026 (the filing on sec.gov)
Capital Research Global Investors14,057,270$621m0.11%Added+12,65111 Feb 2026 (the filing on sec.gov)
Fidelity (FMR LLC)9,721,848$429munder 0.1%Added+2,829,49417 Feb 2026 (the filing on sec.gov)
Point72 Asset Management LP5,790,356$256m0.29%Added+1,944,73817 Feb 2026 (the filing on sec.gov)
Balyasny Asset Management LLC4,157,271$184m0.23%Added+2,165,07817 Feb 2026 (the filing on sec.gov)
Jane Street Group LLC3,591,469$159munder 0.1%Trimmed-762,70912 Feb 2026 (the filing on sec.gov)
D. E. Shaw & Co.3,290,784$145m0.08%Added+2,819,03217 Feb 2026 (the filing on sec.gov)
MFS Investment Management2,905,820$128munder 0.1%Added+252,64822 Jan 2026 (the filing on sec.gov)
Invesco Ltd2,903,554$128munder 0.1%Trimmed-1,457,43819 Feb 2026 (the filing on sec.gov)
AllianceBernstein LP1,996,738$88munder 0.1%Added+1,446,65017 Feb 2026 (the filing on sec.gov)
Two Sigma Investments LP1,585,110$70m0.10%Added+275,98817 Feb 2026 (the filing on sec.gov)
Susquehanna International Group LLP1,423,014$63munder 0.1%Trimmed-1,744,59717 Feb 2026 (the filing on sec.gov)
Steadfast Capital Management LP1,210,470$53m0.92%Newnew17 Feb 2026 (the filing on sec.gov)
T. Rowe Price Associates Inc1,193,312$53munder 0.1%Added+429,12417 Feb 2026 (the filing on sec.gov)
ARK Investment Management LLC974,337$43m0.29%Trimmed-2,63611 Feb 2026 (the filing on sec.gov)
Millennium Management LLC839,802$37munder 0.1%Added+811,13717 Feb 2026 (the filing on sec.gov)
Schonfeld Strategic Advisors LLC690,655$31m0.14%Trimmed-635,14217 Feb 2026 (the filing on sec.gov)
Citadel Advisors LLC573,476$25munder 0.1%Added+56,11417 Feb 2026 (the filing on sec.gov)
Tudor Investment Corp509,275$22munder 0.1%Trimmed-369,20617 Feb 2026 (the filing on sec.gov)
Two Sigma Advisers LP350,300$15munder 0.1%Added+256,00017 Feb 2026 (the filing on sec.gov)
AQR Capital Management LLC344,413$15munder 0.1%Added+167,87417 Feb 2026 (the filing on sec.gov)
Woodline Partners LP314,860$14m0.05%Added+302,84317 Feb 2026 (the filing on sec.gov)
ExodusPoint Capital Management LP253,083$11m0.09%Added+92,13917 Feb 2026 (the filing on sec.gov)
Squarepoint Ops LLC245,500$11munder 0.1%Held013 Feb 2026 (the filing on sec.gov)
Freestone Grove Partners LP231,206$10m0.07%Newnew17 Feb 2026 (the filing on sec.gov)
Page 1 of 2

Largest increases and reductions, by shares

Q3 2025 to Q4 2025, 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 (2)

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 →