Which funds own U
Unity Software Inc in the Q2 2026 filings. At least 10 of the 91 current managers on file reported a position, worth $1.0bn between them. It is among the largest positions of fewer than a fifth of the current managers on file. The quarter went one way: 8 managers opened or added against 4 cutting.
- Managers holding
- 10
- at least, of 91 current
- Combined value
- $1.0bn
- as reported
- Opened
- 3
- new this quarter
- Added to
- 5
- already held
- Trimmed or sold out
- 4
- 2 sold out entirely
Only each manager’s largest 200 positions are listed here, so a smaller holder may be missing.
Managers reporting a position
Largest first. Weight is the share of that manager’s whole reported book, which is the number worth quoting: $400m is a rounding error in one book and a defining bet in another.
| Manager | Value | Weight | Shares | Change on the quarter | Action |
|---|---|---|---|---|---|
| D. E. Shaw & Co. Quantitative · $210bn book | $260m | 0.1% | 9,082,560 | +$84m+1,064,499 | Added |
| Point72 Asset Management LP Multi-strategy · $90.7bn book | $195m | 0.2% | 6,805,922 | +$48m+128,613 | Added |
| Two Sigma Investments LP Quantitative · $138bn book | $193m | 0.1% | 6,750,900 | +$19m-1,157,799 | Trimmed |
| Holocene Advisors LP Long/short equity · $44.4bn book | $106m | 0.2% | 3,719,509 | +$50m+1,142,161 | Added |
| D1 Capital Partners LP Long/short equity · $34.8bn book | $102m | 0.3% | 3,572,473 | +$31m+312,490 | Added |
| Oaktree Capital Management LP Activist · $7.2bn book | $49m | 0.7% | 49,426,000 | +$14m+13,485,000 | Added |
| Schonfeld Strategic Advisors LLC Multi-strategy · $27.9bn book | $48m | 0.2% | 1,672,991 | -$46m-2,606,727 | Trimmed |
| Verition Fund Management LLC Multi-strategy · $19.7bn book | $27m | 0.1% | 24,000,000 | opened24,000,000 | New |
| Steadfast Capital Management LP Long/short equity · $3.3bn book | $19m | 0.6% | 664,400 | opened664,400 | New |
| Moore Capital Management LP Macro · $6.7bn book | $6.8m | 0.1% | 239,235 | opened239,235 | New |
Sold out of this quarter
Valued at what the position was worth in the previous filing, because by this one it is gone.
- Verition Fund Management LLC · Multi-strategy$3.0m held before
- Acadian Asset Management LLC · Quantitative$700k held before
Ownership through time
At least 18 of the 95 managers whose filings are on file listed U in Q2 2026, against 13 in Q3 2020. 3 managers more than in Q1 2026: 3 started positions; 4 listed it again; 4 no longer listed it among the positions read, which can mean a holding below the listed range or a filing not yet made.
Each manager’s largest 500 positions a quarter are read, so a small holding in a very large book can be missing, and a manager is counted as leaving only where its own filing shows it.
- Q3 2020: 13
- Q4 2020: 12
- Q1 2021: 13
- Q2 2021: 9
- Q3 2021: 8
- Q4 2021: 15
- Q1 2022: 9
- Q2 2022: 7
- Q3 2022: 8
- Q4 2022: 8
- Q1 2023: 7
- Q2 2023: 10
- Q3 2023: 9
- Q4 2023: 11
- Q1 2024: 10
- Q2 2024: 9
- Q3 2024: 7
- Q4 2024: 11
- Q1 2025: 7
- Q2 2025: 8
- Q3 2025: 14
- Q4 2025: 23
- Q1 2026: 15
- Q2 2026: 18
- Q3 2020: $2.4bn
- Q4 2020: $5.1bn
- Q1 2021: $2.4bn
- Q2 2021: $2.5bn
- Q3 2021: $3.0bn
- Q4 2021: $3.4bn
- Q1 2022: $1.8bn
- Q2 2022: $685m
- Q3 2022: $725m
- Q4 2022: $631m
- Q1 2023: $743m
- Q2 2023: $1.1bn
- Q3 2023: $732m
- Q4 2023: $1.4bn
- Q1 2024: $879m
- Q2 2024: $477m
- Q3 2024: $692m
- Q4 2024: $539m
- Q1 2025: $534m
- Q2 2025: $888m
- Q3 2025: $2.0bn
- Q4 2025: $2.6bn
- Q1 2026: $1.3bn
- Q2 2026: $1.9bn
Between the quarter ends of Q1 2026 and Q2 2026. Each change in shares is valued at the Q2 2026 price, so the price’s own move is left out; a 13F shows the two quarter ends, not when in between anything was bought or sold.
Started in Q2 2026
Largest increases, by shares
- Holocene Advisors LP2,577,348 to 3,719,509 shares+$33m
- D. E. Shaw & Co.8,018,061 to 9,082,560 shares+$30m
- Steadfast Capital Management LPnew: 664,400 shares+$19m
- D1 Capital Partners LP3,259,983 to 3,572,473 shares+$8.9m
- Moore Capital Management LPnew: 239,235 shares+$6.8m
Largest decreases, by shares
- Wellington Management Group LLP9,918,411 to 5,710,223 shares-$120m
- Schonfeld Strategic Advisors LLC4,279,718 to 1,672,991 shares-$75m
- Woodline Partners LP3,096,121 to 1,208,954 shares-$54m
- Voloridge Investment Management LLC1,588,003 to 403,116 shares-$34m
- Two Sigma Investments LP7,908,699 to 6,750,900 shares-$33m
Left it
No manager on file is shown leaving it.
What U is worth
Knowing who owns it is half the question. The other half is what it is worth against the companies it trades beside, which is the one an interviewer will follow up with.
Build the comp set around U →How much of the picture this is
A Form 13F reports US-listed long equity and nothing else: no shorts, no bonds, no cash and no non-US listings. It arrives forty-five days after the quarter ends, so a manager who sold in July still shows the position in a filing published in August. This page reads the managers on file here rather than every filer in the market, and each manager’s largest positions rather than the whole table, so a small position in a very large book may not appear. Say “their last filing showed” rather than “they own”, and the distinction will do you credit.
What to do with a name the funds are buying
Knowing who owns something is the start of a pitch, not the pitch. The next questions are what it is worth and why they were buying.
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The holdings, every quarter, and the week between
One email a week on what moved in the market and what it means for the people interviewing into it, with the 13F changes the quarter they are filed.
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