UNITY SOFTWARE INC U
COM · Common Stock · CUSIP 91332U101 · ISIN US91332U1016
Software company most known for creating the Unity game engine
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($67.8m this quarter). Holder counts are more reliable. Shares outstanding: 440.1m as of 2026-07-29, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $28.58. Options: 33 managers hold calls ($761.6m notional), 34 hold puts ($630.1m).
Trends to Q2 2026
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 474 |
| Q4 2022 | 461 |
| Q1 2023 | 462 |
| Q2 2023 | 502 |
| Q3 2023 | 501 |
| Q4 2023 | 531 |
| Q1 2024 | 473 |
| Q2 2024 | 431 |
| Q3 2024 | 402 |
| Q4 2024 | 413 |
| Q1 2025 | 427 |
| Q2 2025 | 447 |
| Q3 2025 | 550 |
| Q4 2025 | 603 |
| Q1 2026 | 528 |
| Q2 2026 | 564 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q3 2024 | 183 | 233 |
| Q4 2024 | 178 | 210 |
| Q1 2025 | 217 | 193 |
| Q2 2025 | 243 | 201 |
| Q3 2025 | 314 | 196 |
| Q4 2025 | 302 | 250 |
| Q1 2026 | 300 | 312 |
| Q2 2026 | 299 | 237 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2025 | $1.9bn | $1.2bn | 0.62 |
| Q4 2025 | $1.8bn | $1.2bn | 0.65 |
| Q1 2026 | $854.7m | $728.2m | 0.85 |
| Q2 2026 | $761.6m | $630.1m | 0.83 |
Biggest buyers
| AQR CAPITAL MANAGEMENT LLC | Added | +7.0m |
| UBS Group AG | Added | +5.5m |
| Slate Path Capital LP | Added | +4.7m |
| BlackRock, Inc. | Added | +4.4m |
| Capital World Investors | Added | +4.2m |
| Resolute Advisors LLC | Added | +3.9m |
| Nearwater Capital Markets, Ltd | New | +2.9m |
| AMERIPRISE FINANCIAL INC | Added | +2.9m |
| VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | New | +2.5m |
| Avala Global LP | New | +2.2m |
Biggest sellers
| CITADEL ADVISORS LLC | Reduced | -4.4m |
| WELLINGTON MANAGEMENT GROUP LLP | Reduced | -4.2m |
| MORGAN STANLEY | Reduced | -3.8m |
| Schonfeld Strategic Advisors LLC | Reduced | -2.6m |
| Atreides Management, LP | Reduced | -2.1m |
| WT Asset Management Ltd | Reduced | -2.0m |
| Two Creeks Capital Management, LP | Reduced | -1.9m |
| Woodline Partners LP | Reduced | -1.9m |
| Squarepoint Ops LLC | Sold out | -1.7m |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | -1.6m |
Biggest calls
| CITADEL ADVISORS LLC | Reduced | $188.5m6.6m shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $151.0m5.3m shares |
| UBS Group AG | Added | $105.4m3.7m shares |
| JANE STREET GROUP, LLC | Reduced | $76.9m2.7m shares |
| IMC-Chicago, LLC | Reduced | $39.7m1.4m shares |
| Walleye Trading LLC | Added | $29.9m1.0m shares |
| PEAK6 LLC | Added | $28.9m1.0m shares |
| Optiver Holding B.V. | Reduced | $27.7m968.4k shares |
| Point72 Asset Management, L.P. | Added | $21.8m764.3k shares |
| SIMPLEX TRADING, LLC | Reduced | $17.7m619.6k shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $121.2m4.2m shares |
| CITADEL ADVISORS LLC | Reduced | $118.2m4.1m shares |
| JANE STREET GROUP, LLC | Reduced | $103.3m3.6m shares |
| Temasek Holdings (Private) Ltd | Reduced | $72.3m2.5m shares |
| PEAK6 LLC | Reduced | $33.9m1.2m shares |
| Optiver Holding B.V. | Reduced | $31.3m1.1m shares |
| Point72 Asset Management, L.P. | Added | $26.9m942.6k shares |
| D. E. Shaw & Co., Inc. | Added | $23.0m804.1k shares |
| IMC-Chicago, LLC | Reduced | $17.9m625.8k shares |
| TUDOR INVESTMENT CORP ET AL | Reduced | $14.5m506.8k shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
| SC US (TTGP), LTD. 13G · exempt (held before listing) filed 2026-02-13 | 7.6% |
Fell to 5% or below in the last year: VANGUARD GROUP INC (0.0%, 2026-03-27)
Insider purchases and sales since 1 Apr 2026
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q4 2024 | 0 | — | 6 | $31.6m | $14.1m |
| Q1 2025 | 0 | — | 7 | $27.9m | $26.0m |
| Q2 2025 | 0 | — | 8 | $31.6m | $19.1m |
| Q3 2025 | 0 | — | 8 | $95.5m | $91.7m |
| Q4 2025 | 0 | — | 8 | $85.3m | $65.5m |
| Q1 2026 | 0 | — | 3 | $773.3k | $231.3k |
| Q2 2026 | 0 | — | 5 | $5.4m | — |
| Q3 2026 | 0 | — | 4 | $4.9m | $2.9m |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2026-08-28 | Blum Alexander SVP, Chief Operating Officer | Sold plan | $1.9m43.6k shares |
| 2026-08-27 | Blum Alexander SVP, Chief Operating Officer | Sold plan | $88.0k2.0k shares |
| 2026-08-25 | Yahes Jarrod SVP, Chief Financial Officer | Sold | $1.2m26.0k shares |
| 2026-08-25 | Blum Alexander SVP, Chief Operating Officer | Sold plan | $933.1k20.6k shares |
| 2026-08-25 | Bromberg Matthew S President and CEO, director | Sold | $742.3k16.4k shares |
| 2026-08-25 | Boyden Rebecca Berenice SVP, Chief Legal Officer | Sold | $46.8k1.0k shares |
| 2026-05-28 | Blum Alexander SVP, Chief Operating Officer | Sold | $57.4k2.1k shares |
| 2026-05-26 | Bromberg Matthew S CEO and President, director | Sold | $3.8m139.0k shares |
| 2026-05-26 | Yahes Jarrod SVP, Chief Financial Officer | Sold | $652.9k24.0k shares |
| 2026-05-26 | Blum Alexander SVP, Chief Operating Officer | Sold | $516.7k19.0k shares |
| 2026-05-26 | Barrysmith Mark Chief Accounting Officer | Sold | $360.1k13.2k shares |
| 2026-05-26 | Boyden Rebecca Berenice SVP, Chief Legal Officer | Sold | $25.9k952 shares |
Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).
Holders, Q2 2026
| Manager | Shares | Change |
|---|---|---|
| Silver Lake Group, L.L.C. 21.68% of their portfolio | 34.7m $992.7m | Unchanged |
| SC US (TTGP), LTD. 2.85% of their portfolio | 31.8m $909.6m | Unchanged |
| BlackRock, Inc. 0.01% of their portfolio | 23.4m $668.2m | Added +4.4m |
| VANGUARD PORTFOLIO MANAGEMENT LLC 0.03% of their portfolio | 20.5m $584.9m | Added +1.9m |
| VANGUARD CAPITAL MANAGEMENT LLC 0.01% of their portfolio | 17.2m $491.7m | Added +1.6m |
| Slate Path Capital LP 6.36% of their portfolio | 16.1m $459.4m | Added +4.7m |
| Atreides Management, LP 2.63% of their portfolio | 10.2m $292.8m | Reduced -2.1m |
| D. E. Shaw & Co., Inc. 0.16% of their portfolio | 9.1m $259.6m | Added +1.1m |
| UBS Group AG 0.04% of their portfolio | 8.2m $235.6m | Added +5.5m |
| AQR CAPITAL MANAGEMENT LLC 0.07% of their portfolio | 7.2m $207.2m | Added +7.0m |
| STATE STREET CORP 0.01% of their portfolio | 6.8m $194.8m | Added +885.3k |
| Point72 Asset Management, L.P. 0.30% of their portfolio | 6.8m $194.5m | Added +128.6k |
| TWO SIGMA INVESTMENTS, LP 0.15% of their portfolio | 6.8m $192.9m | Reduced -1.2m |
| GEODE CAPITAL MANAGEMENT, LLC 0.01% of their portfolio | 6.2m $178.6m | Added +1.5k |
| FMR LLC 0.01% of their portfolio | 5.8m $166.1m | Reduced -108.5k |
| WELLINGTON MANAGEMENT GROUP LLP 0.03% of their portfolio | 5.7m $163.2m | Reduced -4.2m |
| NORGES BANK 0.02% of their portfolio | 5.7m $162.5m | Not comparable |
| Capital World Investors 0.02% of their portfolio | 5.6m $160.5m | Added +4.2m |
| Resolute Advisors LLC 32.64% of their portfolio | 4.8m $136.2m | Added +3.9m |
| Hood River Capital Management LLC 0.98% of their portfolio | 4.7m $135.4m | Added +242.5k |
| DIMENSIONAL FUND ADVISORS LP 0.02% of their portfolio | 4.7m $133.1m | Added +411.8k |
| Temasek Holdings (Private) Ltd 0.36% of their portfolio | 4.6m $131.0m | Unchanged |
| MILLENNIUM MANAGEMENT LLC 0.09% of their portfolio | 4.6m $130.1m | Added +1.3m |
| Capital Research Global Investors 0.02% of their portfolio | 4.4m $126.2m | Reduced -707.6k |
| GOLDMAN SACHS GROUP INC 0.01% of their portfolio | 4.4m $124.6m | Added +1.9m |
| INFINITUM ASSET MANAGEMENT, LLC 12.35% of their portfolio | 4.2m $121.5m | Unchanged |
| T. Rowe Price Investment Management, Inc. 0.08% of their portfolio | 4.2m $120.4m | Reduced -458.6k |
| AMERIPRISE FINANCIAL INC 0.02% of their portfolio | 4.1m $117.8m | Added +2.9m |
| Holocene Advisors, LP 0.24% of their portfolio | 3.7m $106.3m | Added +1.1m |
| D1 Capital Partners L.P. 0.29% of their portfolio | 3.6m $102.1m | Added +312.5k |
| JANE STREET GROUP, LLC 0.06% of their portfolio | 3.2m $90.2m | Reduced -725.6k |
| Nearwater Capital Markets, Ltd 1.42% of their portfolio | 2.9m $82.3m | New |
| MORGAN STANLEY 0.00% of their portfolio | 2.9m $82.1m | Reduced -3.8m |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.01% of their portfolio | 2.7m $77.7m | Added +26.3k |
| Broad Peak Investment Advisers Pte Ltd 13.88% of their portfolio | 2.6m $75.5m | Unchanged |
| Kora Management LP 8.58% of their portfolio | 2.5m $72.4m | Added +937.5k |
| VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. 0.62% of their portfolio | 2.5m $70.3m | New |
| Amundi 0.02% of their portfolio | 2.3m $66.7m | Added +105.3k |
| Balyasny Asset Management L.P. 0.12% of their portfolio | 2.3m $64.4m | Added +1.6m |
| VANGUARD FIDUCIARY TRUST CO 0.01% of their portfolio | 2.2m $64.2m | Added +97.7k |
| Avala Global LP 2.31% of their portfolio | 2.2m $62.5m | New |
| DEUTSCHE BANK AG\ 0.02% of their portfolio | 2.1m $59.9m | Reduced -1.5m |
| NORTHERN TRUST CORP 0.01% of their portfolio | 2.0m $57.2m | Added +157.5k |
| Invesco Ltd. 0.00% of their portfolio | 1.7m $48.5m | Reduced -32.3k |
| Schonfeld Strategic Advisors LLC 0.25% of their portfolio | 1.7m $47.8m | Reduced -2.6m |
| Nuveen, LLC 0.01% of their portfolio | 1.6m $44.6m | Added +19.0k |
| RENAISSANCE TECHNOLOGIES LLC 0.06% of their portfolio | 1.5m $43.7m | Reduced -958.3k |
| VAN ECK ASSOCIATES CORP 0.02% of their portfolio | 1.4m $40.6m | Reduced -298.0k |
| Flight Deck Capital, LP 19.43% of their portfolio | 1.4m $40.0m | Unchanged |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.03% of their portfolio | 1.4m $38.6m | Reduced -1.6m |
| Woodline Partners LP 0.11% of their portfolio | 1.2m $34.6m | Reduced -1.9m |
| BNP PARIBAS FINANCIAL MARKETS 0.02% of their portfolio | 1.2m $34.5m | Added +803.9k |
| Bank of New York Mellon Corp 0.01% of their portfolio | 1.2m $33.5m | Added +132.1k |
| No Street GP LP 2.00% of their portfolio | 1.2m $33.3m | New |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 1.1m $31.3m | Reduced -265.4k |
| Sumitomo Mitsui Trust Group, Inc. 0.02% of their portfolio | 1.0m $28.8m | Reduced -103.9k |
| Amova Asset Management Americas, Inc. 0.37% of their portfolio | 1.0m $28.7m | Reduced -106.0k |
| Apis Capital Advisors, LLC 2.78% of their portfolio | 1.0m $28.6m | New |
| MARSICO CAPITAL MANAGEMENT LLC 0.65% of their portfolio | 875.4k $25.0m | Added +434.2k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 814.1k $23.3m | Reduced -43.1k |
| Jasper Ridge Partners, L.P. 0.47% of their portfolio | 775.4k $22.2m | Reduced -7.9k |
| Qube Research & Technologies Ltd 0.02% of their portfolio | 752.9k $21.5m | Reduced -395.5k |
| Duquesne Family Office LLC 0.48% of their portfolio | 738.8k $21.1m | Unchanged |
| Arvin Capital Management LP 3.74% of their portfolio | 698.3k $20.0m | Added +477.9k |
| CYPRESS POINT INVESTMENT MANAGEMENT LP 3.57% of their portfolio | 690.1k $19.7m | Added +614.4k |
| Swiss National Bank 0.01% of their portfolio | 678.5k $19.4m | Added +51.1k |
| WORLDQUANT MILLENNIUM ADVISORS LLC 0.07% of their portfolio | 668.8k $19.1m | New |
| STEADFAST CAPITAL MANAGEMENT LP 0.58% of their portfolio | 664.4k $19.0m | New |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.01% of their portfolio | 654.5k $18.7m | Added +413.3k |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 625.7k $17.9m | Reduced -240.4k |
| CITADEL ADVISORS LLC 0.01% of their portfolio | 615.9k $17.6m | Reduced -4.4m |
| 683 Capital Management, LLC 1.62% of their portfolio | 615.0k $17.6m | New |
| KR Capital LP 1.74% of their portfolio | 614.5k $17.6m | Added +346.2k |
| Optimus Prime Fund Management Co., Ltd. 1.24% of their portfolio | 585.5k $16.7m | Unchanged |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 537.3k $15.7m | Added +16.9k |
| Arohi Asset Management PTE Ltd. 5.45% of their portfolio | 521.4k $14.9m | Reduced -48.1k |
| IEQ CAPITAL, LLC 0.07% of their portfolio | 517.7k $14.8m | Added +489.7k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 517.4k $14.8m | Added +193.1k |
| Jain Global LLC 0.17% of their portfolio | 508.1k $14.5m | Added +344.0k |
| Ardmore Road Asset Management LP 0.84% of their portfolio | 500.0k $14.3m | New |
| California Public Employees Retirement System 0.01% of their portfolio | 494.1k $14.1m | Reduced -64.0k |
| Quantinno Capital Management LP 0.02% of their portfolio | 489.2k $14.0m | Added +82.7k |
| HRT FINANCIAL LP 0.03% of their portfolio | 465.7k $13.3m | Reduced -306.8k |
| CITIGROUP INC 0.01% of their portfolio | 461.3k $13.2m | Reduced -41.2k |
| SG Americas Securities, LLC 0.01% of their portfolio | 457.2k $13.1m | Added +179.1k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 417.0k $11.9m | Reduced -18.1k |
| WHITTIER TRUST CO 0.12% of their portfolio | 412.2k $12.2m | Unchanged |
| SEI INVESTMENTS CO 0.01% of their portfolio | 411.6k $11.8m | Added +101.3k |
| Gotham Asset Management, LLC 0.03% of their portfolio | 404.2k $11.6m | Added +71.0k |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC 0.05% of their portfolio | 403.1k $11.5m | Reduced -1.2m |
| Mariner, LLC 0.01% of their portfolio | 397.6k $11.4m | New |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.01% of their portfolio | 392.0k $11.2m | Added +24.5k |
| Hidden Lake Asset Management LP 7.53% of their portfolio | 386.4k $11.0m | Reduced -275.0k |
| NOMURA ASSET MANAGEMENT CO LTD 0.02% of their portfolio | 372.8k $10.7m | Added +370.7k |
| GROUP ONE TRADING LLC 0.29% of their portfolio | 355.5k $10.2m | Added +274.6k |
| Cinctive Capital Management LP 0.39% of their portfolio | 343.3k $9.8m | Added +314.2k |
| VANGUARD ASSET MANAGEMENT, Ltd 0.01% of their portfolio | 336.6k $9.6m | Added +43.8k |
| NEUBERGER BERMAN GROUP LLC 0.01% of their portfolio | 325.6k $9.3m | Added +233.6k |
| BARCLAYS PLC 0.00% of their portfolio | 321.9k $9.2m | Reduced -325.5k |
| Cerity Partners LLC 0.01% of their portfolio | 300.3k $8.6m | Added +248.3k |