Who owns Unity Software (U)
Which tracked institutional funds hold U, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See U company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-09-22). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
203 tracked funds added or opened U while 97 trimmed or exited it between 2026-Q1 and 2026-Q2 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
U’s largest tracked holder by dollar value, Silver Lake Group, L.L.C., sizes it at 21.7% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 21.6pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in U divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 542 tracked filers holding U, 297 increased or opened the position and 262 reduced or closed it; over the same quarter, open-market insider Form 4s were net sales.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in U between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 46
- Nearwater Capital Markets, Ltd$82M
- VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P.$70M
- Avala Global LP$63M
- No Street GP LP$33M
- Apis Capital Advisors, LLC$29M
- WORLDQUANT MILLENNIUM ADVISORS LLC$19M
Full exits 46
- T. Rowe Price Investment Management, Inc.$102M
- Amundi$49M
- Squarepoint Ops LLC$37M
- HRT FINANCIAL LP$25M
- EMINENCE CAPITAL, LP$16M
- JUPITER ASSET MANAGEMENT LTD$14M
Largest adds
- BlackRock, Inc.$323M
- Silver Lake Group, L.L.C.$231M
- SC US (TTGP), LTD.$211M
- Slate Path Capital LP$210M
- AQR CAPITAL MANAGEMENT LLC$201M
- VANGUARD PORTFOLIO MANAGEMENT LLC$177M
Largest trims
- CITADEL ADVISORS LLC$92M
- NORGES BANK$73M
- MORGAN STANLEY$64M
- WELLINGTON MANAGEMENT GROUP LLP$54M
- Schonfeld Strategic Advisors LLC$46M
- Two Creeks Capital Management, LP$42M
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| Silver Lake Group, L.L.C. | 34,735,404 | $993M | 10.0% | 2026-Q2 |
| SC US (TTGP), LTD. | 31,824,924 | $910M | 9.2% | 2026-Q2 |
| BlackRock, Inc. added | 23,380,305 | $668M | 6.7% | 2026-Q2 |
| VANGUARD PORTFOLIO MANAGEMENT LLC added | 20,466,738 | $585M | 5.9% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC added | 17,205,571 | $492M | 4.9% | 2026-Q2 |
| Slate Path Capital LP added | 16,075,152 | $459M | 4.6% | 2026-Q2 |
| Atreides Management, LP trimmed | 10,245,819 | $293M | 2.9% | 2026-Q2 |
| D. E. Shaw & Co., Inc. added | 9,082,560 | $260M | 2.6% | 2026-Q2 |
| UBS Group AG added | 8,241,936 | $236M | 2.4% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC added | 7,248,193 | $207M | 2.1% | 2026-Q2 |
| STATE STREET CORP added | 6,816,900 | $195M | 2.0% | 2026-Q2 |
| Point72 Asset Management, L.P. added | 6,805,922 | $195M | 2.0% | 2026-Q2 |
| TWO SIGMA INVESTMENTS, LP trimmed | 6,750,900 | $193M | 1.9% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC added | 6,248,012 | $179M | 1.8% | 2026-Q2 |
| FMR LLC added | 5,813,235 | $166M | 1.7% | 2026-Q2 |
| WELLINGTON MANAGEMENT GROUP LLP trimmed | 5,710,223 | $163M | 1.6% | 2026-Q2 |
| NORGES BANK trimmed | 5,684,941 | $162M | 1.6% | 2026-Q2 |
| Capital World Investors added | 5,614,947 | $160M | 1.6% | 2026-Q2 |
| Resolute Advisors LLC added | 4,766,219 | $136M | 1.4% | 2026-Q2 |
| Hood River Capital Management LLC added | 4,736,216 | $135M | 1.4% | 2026-Q2 |
| DIMENSIONAL FUND ADVISORS LP added | 4,656,791 | $133M | 1.3% | 2026-Q2 |
| Temasek Holdings (Private) Ltd | 4,582,843 | $131M | 1.3% | 2026-Q2 |
| MILLENNIUM MANAGEMENT LLC added | 4,551,519 | $130M | 1.3% | 2026-Q2 |
| Capital Research Global Investors trimmed | 4,416,031 | $126M | 1.3% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 4,360,228 | $125M | 1.3% | 2026-Q2 |
| INFINITUM ASSET MANAGEMENT, LLC | 4,250,000 | $121M | 1.2% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 4,120,732 | $118M | 1.2% | 2026-Q2 |
| Holocene Advisors, LP added | 3,719,509 | $106M | 1.1% | 2026-Q2 |
| D1 Capital Partners L.P. added | 3,572,473 | $102M | 1.0% | 2026-Q2 |
| JANE STREET GROUP, LLC trimmed | 3,156,631 | $90M | 0.9% | 2026-Q2 |
| Nearwater Capital Markets, Ltd new | 2,881,000 | $82M | 0.8% | 2026-Q2 |
| MORGAN STANLEY trimmed | 2,872,226 | $82M | 0.8% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 2,718,444 | $78M | 0.8% | 2026-Q2 |
| Broad Peak Investment Advisers Pte Ltd | 2,642,765 | $76M | 0.8% | 2026-Q2 |
| Kora Management LP added | 2,531,727 | $72M | 0.7% | 2026-Q2 |
| VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. new | 2,460,700 | $70M | 0.7% | 2026-Q2 |
| BALYASNY ASSET MANAGEMENT L.P. added | 2,253,979 | $64M | 0.6% | 2026-Q2 |
| VANGUARD FIDUCIARY TRUST CO added | 2,247,989 | $64M | 0.6% | 2026-Q2 |
| Avala Global LP new | 2,187,605 | $63M | 0.6% | 2026-Q2 |
| DEUTSCHE BANK AG\ trimmed | 2,094,689 | $60M | 0.6% | 2026-Q2 |
| NORTHERN TRUST CORP added | 2,000,883 | $57M | 0.6% | 2026-Q2 |
| Invesco Ltd. added | 1,697,791 | $49M | 0.5% | 2026-Q2 |
| Schonfeld Strategic Advisors LLC trimmed | 1,672,991 | $48M | 0.5% | 2026-Q2 |
| Nuveen, LLC added | 1,558,959 | $45M | 0.4% | 2026-Q2 |
| RENAISSANCE TECHNOLOGIES LLC trimmed | 1,527,297 | $44M | 0.4% | 2026-Q2 |
| VAN ECK ASSOCIATES CORP trimmed | 1,421,247 | $41M | 0.4% | 2026-Q2 |
| Flight Deck Capital, LP | 1,399,900 | $40M | 0.4% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 1,350,199 | $39M | 0.4% | 2026-Q2 |
| Woodline Partners LP trimmed | 1,208,954 | $35M | 0.3% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS added | 1,206,872 | $34M | 0.3% | 2026-Q2 |
| Bank of New York Mellon Corp added | 1,172,216 | $34M | 0.3% | 2026-Q2 |
| No Street GP LP new | 1,164,529 | $33M | 0.3% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 1,094,617 | $31M | 0.3% | 2026-Q2 |
| Sumitomo Mitsui Trust Group, Inc. trimmed | 1,007,599 | $29M | 0.3% | 2026-Q2 |
| Amova Asset Management Americas, Inc. trimmed | 1,005,487 | $29M | 0.3% | 2026-Q2 |
| Apis Capital Advisors, LLC new | 1,000,000 | $29M | 0.3% | 2026-Q2 |
| MARSICO CAPITAL MANAGEMENT LLC added | 875,430 | $25M | 0.3% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC trimmed | 814,076 | $23M | 0.2% | 2026-Q2 |
| Jasper Ridge Partners, L.P. trimmed | 775,443 | $22M | 0.2% | 2026-Q2 |
| Qube Research & Technologies Ltd trimmed | 752,923 | $22M | 0.2% | 2026-Q2 |
| Duquesne Family Office LLC | 738,785 | $21M | 0.2% | 2026-Q2 |
| Arvin Capital Management LP added | 698,280 | $20M | 0.2% | 2026-Q2 |
| CYPRESS POINT INVESTMENT MANAGEMENT LP added | 690,070 | $20M | 0.2% | 2026-Q2 |
| Swiss National Bank added | 678,500 | $19M | 0.2% | 2026-Q2 |
| WORLDQUANT MILLENNIUM ADVISORS LLC added | 668,750 | $19M | 0.2% | 2026-Q2 |
| STEADFAST CAPITAL MANAGEMENT LP trimmed | 664,400 | $19M | 0.2% | 2026-Q2 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP added | 654,484 | $19M | 0.2% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 625,712 | $18M | 0.2% | 2026-Q2 |
| CITADEL ADVISORS LLC trimmed | 615,901 | $18M | 0.2% | 2026-Q2 |
| 683 Capital Management, LLC new | 615,000 | $18M | 0.2% | 2026-Q2 |
| KR Capital LP added | 614,525 | $18M | 0.2% | 2026-Q2 |
| Optimus Prime Fund Management Co., Ltd. | 585,500 | $17M | 0.2% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 537,269 | $16M | 0.2% | 2026-Q2 |
| Arohi Asset Management PTE Ltd. trimmed | 521,360 | $15M | 0.1% | 2026-Q2 |
| IEQ CAPITAL, LLC added | 517,675 | $15M | 0.1% | 2026-Q2 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 517,385 | $15M | 0.1% | 2026-Q2 |
| Jain Global LLC added | 508,125 | $15M | 0.1% | 2026-Q2 |
| Ardmore Road Asset Management LP trimmed | 500,000 | $14M | 0.1% | 2026-Q2 |
| California Public Employees Retirement System trimmed | 494,124 | $14M | 0.1% | 2026-Q2 |
| Quantinno Capital Management LP added | 489,212 | $14M | 0.1% | 2026-Q2 |
| CITIGROUP INC trimmed | 461,317 | $13M | 0.1% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN trimmed | 416,980 | $12M | 0.1% | 2026-Q2 |
| WHITTIER TRUST CO | 412,187 | $12M | 0.1% | 2026-Q2 |
| SEI INVESTMENTS CO added | 411,602 | $12M | 0.1% | 2026-Q2 |
| Gotham Asset Management, LLC added | 404,166 | $12M | 0.1% | 2026-Q2 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC trimmed | 403,116 | $12M | 0.1% | 2026-Q2 |
| Mariner, LLC added | 397,581 | $11M | 0.1% | 2026-Q2 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM added | 391,985 | $11M | 0.1% | 2026-Q2 |
| Hidden Lake Asset Management LP trimmed | 386,393 | $11M | 0.1% | 2026-Q2 |
| NOMURA ASSET MANAGEMENT CO LTD added | 372,830 | $11M | 0.1% | 2026-Q2 |
| GROUP ONE TRADING LLC added | 355,514 | $10M | 0.1% | 2026-Q2 |
| Cinctive Capital Management LP added | 343,257 | $10M | 0.1% | 2026-Q2 |
| VANGUARD ASSET MANAGEMENT, Ltd added | 336,562 | $10M | 0.1% | 2026-Q2 |
| NEUBERGER BERMAN GROUP LLC added | 325,559 | $9M | 0.1% | 2026-Q2 |
| BARCLAYS PLC trimmed | 321,907 | $9M | 0.1% | 2026-Q2 |
| Cerity Partners LLC added | 300,330 | $9M | 0.1% | 2026-Q2 |
| Man Group plc added | 299,449 | $9M | 0.1% | 2026-Q2 |
| Clear Street Group Inc. trimmed | 298,756 | $9M | 0.1% | 2026-Q2 |
| TD Asset Management Inc trimmed | 295,820 | $8M | 0.1% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 293,232 | $8M | 0.1% | 2026-Q2 |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.