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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 Mar 2026
the date the book describes
Filed
27 Oct 2026
latest of these filings; the earliest 12 May 2026
Managers listing it
35
at least, of 95 tracked, among listed positions
Comparable managers
91
filed both Q4 2025 and Q1 2026; 14 listed it in both
Shares listed
86,250,334
combined, among listed positions
Reported value
$1.9bn
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: 21 buyers (opened or added shares) and 21 sellers (trimmed or exited), at least, among listed positions. Their net change in shares was +10,702,197.

Managers listing U in Q1 2026

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q4 2025, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

35 of 35 holders

ActionFiling
Wellington Management Group LLP9,918,411$218munder 0.1%Trimmed-5,567,93515 May 2026 (the filing on sec.gov)
D. E. Shaw & Co.8,018,061$176m0.11%Added+4,727,27715 May 2026 (the filing on sec.gov)
Two Sigma Investments LP7,908,699$174m0.14%Added+6,323,58915 May 2026 (the filing on sec.gov)
Point72 Asset Management LP6,677,309$147m0.19%Added+886,95315 May 2026 (the filing on sec.gov)
Fidelity (FMR LLC)5,921,765$130munder 0.1%Trimmed-3,800,08315 May 2026 (the filing on sec.gov)
Capital Research Global Investors5,123,630$112munder 0.1%Trimmed-8,933,64013 May 2026 (the filing on sec.gov)
Citadel Advisors LLC4,988,199$109munder 0.1%Added+4,414,72315 May 2026 (the filing on sec.gov)
Schonfeld Strategic Advisors LLC4,279,718$94m0.66%Added+3,589,06315 May 2026 (the filing on sec.gov)
Jane Street Group LLC3,882,232$85munder 0.1%Added+290,76312 May 2026 (the filing on sec.gov)
D1 Capital Partners LP3,259,983$72m0.64%Newnew15 May 2026 (the filing on sec.gov)
Millennium Management LLC3,239,465$71munder 0.1%Added+2,399,66315 May 2026 (the filing on sec.gov)
Woodline Partners LP3,096,121$68m0.26%Added+2,781,26115 May 2026 (the filing on sec.gov)
Susquehanna International Group LLP2,910,993$64munder 0.1%Added+1,487,97915 May 2026 (the filing on sec.gov)
Holocene Advisors LP2,577,348$57m0.14%Newnew15 May 2026 (the filing on sec.gov)
Renaissance Technologies LLC2,485,597$55m0.09%Newnew14 May 2026 (the filing on sec.gov)
Invesco Ltd1,730,070$38munder 0.1%Trimmed-1,173,48412 May 2026 (the filing on sec.gov)
Squarepoint Ops LLC1,701,274$37munder 0.1%Added+1,455,77415 May 2026 (the filing on sec.gov)
Voloridge Investment Management LLC1,588,003$35m0.14%Newnew15 May 2026 (the filing on sec.gov)
Marshall Wace LLP1,445,759$32munder 0.1%Newnew15 May 2026 (the filing on sec.gov)
Capital World Investors1,379,310$30munder 0.1%Newnew13 May 2026 (the filing on sec.gov)
Tudor Investment Corp1,210,390$27munder 0.1%Added+701,11515 May 2026 (the filing on sec.gov)
Balyasny Asset Management LLC670,735$15munder 0.1%Trimmed-3,486,53615 May 2026 (the filing on sec.gov)
Walleye Capital LLC441,978$9.7munder 0.1%Added+214,19713 May 2026 (the filing on sec.gov)
T. Rowe Price Associates Inc324,332$7.1munder 0.1%Trimmed-868,98015 May 2026 (the filing on sec.gov)
AQR Capital Management LLC287,543$6.2munder 0.1%Trimmed-56,87015 May 2026 (the filing on sec.gov)
Page 1 of 2

Largest increases and reductions, by shares

Q4 2025 to Q1 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 (7)

Exited (8)

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
Drawing every quarter on file…

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 →