U in the 13F filings
Unity Software Inc · CUSIP 91332U101
- Quarter end
- 31 Mar 2025
- the date the book describes
- Filed
- 21 Jul 2025
- latest of these filings; the earliest 7 May 2025
- Managers listing it
- 7
- at least, of 95 tracked, among listed positions
- Comparable managers
- 95
- filed both Q4 2024 and Q1 2025; 4 listed it in both
- Shares listed
- 27,254,611
- combined, among listed positions
- Reported value
- $534m
- combined, at the quarter end
Among the 95 comparable managers: 4 buyers (opened or added shares) and 4 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 Q1 2025
7 of 7 holders
| Action | Filing | |||||
|---|---|---|---|---|---|---|
| Capital Research Global Investors | 12,109,159 | $237m | 0.05% | Trimmed | -1,818,216 | 12 May 2025 (the filing on sec.gov) |
| Wellington Management Group LLP | 10,378,897 | $203m | under 0.1% | Added | n.a. | 13 May 2025 (the filing on sec.gov) |
| Two Sigma Investments LP | 1,873,257 | $37m | 0.08% | Added | +849,727 | 15 May 2025 (the filing on sec.gov) |
| Voloridge Investment Management LLC | 1,092,090 | $21m | 0.08% | New | new | 15 May 2025 (the filing on sec.gov) |
| Point72 Asset Management LP | 885,260 | $17m | under 0.1% | Trimmed | -2,025,214 | 21 Jul 2025 (the filing on sec.gov) |
| ARK Investment Management LLC | 873,348 | $17m | 0.17% | Trimmed | -256,558 | 7 May 2025 (the filing on sec.gov) |
| PDT Partners LLC | 42,600 | $835k | 0.06% | New | new | 15 May 2025 (the filing on sec.gov) |
Largest increases and reductions, by shares
Increases
- Voloridge Investment Management LLCnew position · 1,092,090 shares now+1,092,090
- Two Sigma Investments LPexisting position · 1,873,257 shares now+849,727
- PDT Partners LLCnew position · 42,600 shares now+42,600
Reductions
- Point72 Asset Management LPexisting position · 885,260 shares now-2,025,214
- Capital Research Global Investorsexisting position · 12,109,159 shares now-1,818,216
- ARK Investment Management LLCexisting position · 873,348 shares now-256,558
New positions and exits
New (2)
Exited (1)
- Bridgewater Associates LPwas $11m
Ownership over time
Tracked managers listing it, at least.
| Quarter | Holders | Reported value | Buyers | Sellers |
|---|---|---|---|---|
| Q3 2020 | 13 | $2.4bn | n.a. | n.a. |
| Q4 2020 | 12 | $5.1bn | n.a. | n.a. |
| Q1 2021 | 13 | $2.4bn | n.a. | n.a. |
| Q2 2021 | 9 | $2.5bn | n.a. | n.a. |
| Q3 2021 | 8 | $3.0bn | n.a. | n.a. |
| Q4 2021 | 15 | $3.4bn | n.a. | n.a. |
| Q1 2022 | 9 | $1.8bn | n.a. | n.a. |
| Q2 2022 | 7 | $685m | n.a. | n.a. |
| Q3 2022 | 8 | $725m | n.a. | n.a. |
| Q4 2022 | 8 | $631m | n.a. | n.a. |
| Q1 2023 | 7 | $743m | n.a. | n.a. |
| Q2 2023 | 10 | $1.1bn | n.a. | n.a. |
| Q3 2023 | 9 | $732m | n.a. | n.a. |
| Q4 2023 | 11 | $1.4bn | 9 | 3 |
| Q1 2024 | 10 | $879m | 7 | 4 |
| Q2 2024 | 9 | $477m | 6 | 3 |
| Q3 2024 | 7 | $692m | 4 | 4 |
| Q4 2024 | 11 | $539m | 8 | 2 |
| Q1 2025 | 7 | $534m | 4 | 4 |
| Q2 2025 | 8 | $888m | 8 | 0 |
| Q3 2025 | 14 | $2.0bn | 11 | 3 |
| Q4 2025 | 23 | $2.6bn | 23 | 15 |
| Q1 2026 | 15 | $1.3bn | 21 | 21 |
| Q2 2026 | 18 | $1.9bn | 17 | 21 |
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 →