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 ($59.9m this quarter). Holder counts are more reliable. Shares outstanding: 415.7m as of 2025-04-30, 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 ≈ $19.59. Options: 32 managers hold calls ($614.1m notional), 34 hold puts ($375.8m).
Trends to Q1 2025
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 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q2 2023 | 249 | 204 |
| Q3 2023 | 247 | 216 |
| Q4 2023 | 235 | 265 |
| Q1 2024 | 237 | 282 |
| Q2 2024 | 211 | 236 |
| Q3 2024 | 183 | 233 |
| Q4 2024 | 178 | 210 |
| Q1 2025 | 217 | 193 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q2 2024 | $361.8m | $433.3m | 1.20 |
| Q3 2024 | $717.6m | $494.7m | 0.69 |
| Q4 2024 | $907.8m | $488.4m | 0.54 |
| Q1 2025 | $614.1m | $375.8m | 0.61 |
Biggest buyers
| Slate Path Capital LP | Added | +13.2m |
| WELLINGTON MANAGEMENT GROUP LLP | Added | +6.2m |
| Atreides Management, LP | Added | +5.6m |
| UBS Group AG | Added | +4.4m |
| MACQUARIE GROUP LTD | New | +3.9m |
| BlackRock, Inc. | Added | +3.5m |
| Broad Peak Investment Advisers Pte Ltd | New | +2.4m |
| FULLER & THALER ASSET MANAGEMENT, INC. | New | +2.2m |
| Contrarius Group Holdings Ltd | New | +2.0m |
| VANGUARD GROUP INC | Added | +1.8m |
Biggest sellers
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | -4.4m |
| Resolute Advisors LLC | Reduced | -4.3m |
| JANE STREET GROUP, LLC | Reduced | -2.9m |
| JPMORGAN CHASE & CO | Reduced | -2.9m |
| Sumitomo Mitsui Trust Group, Inc. | Reduced | -2.7m |
| Amova Asset Management Americas, Inc. | Reduced | -2.7m |
| Point72 Asset Management, L.P. | Reduced | -2.0m |
| D. E. Shaw & Co., Inc. | Reduced | -1.8m |
| Capital Research Global Investors | Reduced | -1.8m |
| Balyasny Asset Management L.P. | Reduced | -1.6m |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $185.1m9.4m shares |
| CITADEL ADVISORS LLC | Reduced | $95.3m4.9m shares |
| UBS Group AG | Added | $68.2m3.5m shares |
| PEAK6 LLC | Added | $55.6m2.8m shares |
| JANE STREET GROUP, LLC | Reduced | $36.7m1.9m shares |
| SIMPLEX TRADING, LLC | Reduced | $26.1m1.3m shares |
| IMC-Chicago, LLC | Reduced | $25.9m1.3m shares |
| Walleye Trading LLC | Added | $16.7m851.3k shares |
| D. E. Shaw & Co., Inc. | Reduced | $15.4m785.0k shares |
| CAPITAL FUND MANAGEMENT S.A. | Reduced | $15.1m770.1k shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $72.0m3.7m shares |
| CITADEL ADVISORS LLC | Reduced | $47.5m2.4m shares |
| JANE STREET GROUP, LLC | Added | $41.5m2.1m shares |
| MILLENNIUM MANAGEMENT LLC | Added | $30.0m1.5m shares |
| PEAK6 LLC | Added | $25.5m1.3m shares |
| Twin Tree Management, LP | Added | $22.8m1.2m shares |
| Walleye Trading LLC | Reduced | $18.2m926.9k shares |
| D. E. Shaw & Co., Inc. | Reduced | $17.1m874.5k shares |
| IMC-Chicago, LLC | Reduced | $16.4m835.5k shares |
| SIMPLEX TRADING, LLC | Added | $15.4m786.3k 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 in Q1 2025
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 |
|---|---|---|---|---|---|
| Q2 2023 | 0 | — | 7 | $22.0m | $11.8m |
| Q3 2023 | 0 | — | 11 | $33.4m | $12.1m |
| Q4 2023 | 0 | — | 8 | $28.9m | $26.7m |
| Q1 2024 | 0 | — | 8 | $11.5m | $2.2m |
| Q2 2024 | 0 | — | 8 | $5.6m | $594.8k |
| Q3 2024 | 0 | — | 5 | $6.4m | $69.4k |
| Q4 2024 | 0 | — | 6 | $31.6m | $14.1m |
| Q1 2025 | 0 | — | 7 | $27.9m | $26.0m |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2025-03-17 | Barrysmith Mark Chief Accounting Officer | Sold plan | $29.8k1.4k shares |
| 2025-03-17 | Gupta Anirma SVP, Chief Legal Officer | Sold plan | $9.9k482 shares |
| 2025-03-05 | Bar-Zeev Tomer Director · See footnote | Sold plan | $341.8k13.7k shares |
| 2025-03-04 | Bar-Zeev Tomer Director · See footnote | Sold plan | $5.7m236.3k shares |
| 2025-02-28 | Helgason David Director · See Footnote | Sold plan | $1.0m38.9k shares |
| 2025-02-27 | Helgason David Director · See Footnote | Sold plan | $1.0m38.9k shares |
| 2025-02-26 | Helgason David Director · See Footnote | Sold plan | $1.0m38.9k shares |
| 2025-02-25 | Gupta Anirma SVP, Chief Legal Officer | Sold | $805.9k31.9k shares |
| 2025-02-25 | The Felix SVP Product & Technology, Grow | Sold | $698.9k27.5k shares |
| 2025-02-25 | Barrysmith Mark Chief Accounting Officer | Sold | $305.6k12.0k shares |
| 2025-02-25 | Blum Alexander SVP, Chief Operating Officer | Sold | $37.4k1.5k shares |
| 2025-02-21 | Helgason David Director · See Footnote | Sold plan | $4.5m150.0k shares |
| 2025-02-21 | Sisco Daly Robynne Director | Sold plan | $441.0k14.7k shares |
| 2025-02-20 | Bar-Zeev Tomer Director · See footnote | Sold plan | $2.1m83.3k shares |
| 2025-02-18 | Barrysmith Mark SVP, Chief Accounting Officer | Sold plan | $30.2k1.4k shares |
| 2025-02-18 | Gupta Anirma SVP, Chief Legal Officer | Sold plan | $10.1k465 shares |
| 2025-02-03 | Bar-Zeev Tomer Director · See footnote | Sold plan | $3.5m166.7k shares |
| 2025-01-16 | Barrysmith Mark SVP, Chief Accounting Officer | Sold plan | $29.8k1.4k shares |
| 2025-01-15 | Gupta Anirma SVP, Chief Legal Officer | Sold plan | $10.5k456 shares |
| 2025-01-02 | Bar-Zeev Tomer Director · See footnote | Sold plan | $6.3m250.0k 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, Q1 2025
| Manager | Shares | Change |
|---|---|---|
| Silver Lake Group, L.L.C. 12.31% of their portfolio | 34.7m $680.5m | Unchanged |
| VANGUARD GROUP INC 0.01% of their portfolio | 33.0m $645.8m | Added +1.8m |
| SC US (TTGP), LTD. 5.92% of their portfolio | 31.9m $625.6m | Reduced -94.1k |
| BlackRock, Inc. 0.01% of their portfolio | 26.5m $519.8m | Added +3.5m |
| Capital International Investors 0.08% of their portfolio | 20.4m $398.7m | Added +1.5m |
| Slate Path Capital LP 5.65% of their portfolio | 16.0m $312.8m | Added +13.2m |
| Capital Research Global Investors 0.05% of their portfolio | 12.1m $237.2m | Reduced -1.8m |
| NORGES BANK 0.03% of their portfolio | 12.0m $235.3m | Added +26.1k |
| WELLINGTON MANAGEMENT GROUP LLP 0.04% of their portfolio | 10.4m $203.3m | Added +6.2m |
| Atreides Management, LP 6.72% of their portfolio | 9.4m $184.8m | Added +5.6m |
| Resolute Advisors LLC 52.33% of their portfolio | 9.3m $181.4m | Reduced -4.3m |
| UBS Group AG 0.03% of their portfolio | 6.3m $124.0m | Added +4.4m |
| STATE STREET CORP 0.00% of their portfolio | 5.5m $108.3m | Reduced -94.7k |
| GEODE CAPITAL MANAGEMENT, LLC 0.01% of their portfolio | 5.0m $98.5m | Added +259.0k |
| Invesco Ltd. 0.02% of their portfolio | 4.8m $94.5m | Added +33.1k |
| FMR LLC 0.01% of their portfolio | 4.4m $85.8m | Reduced -736.0k |
| MACQUARIE GROUP LTD 0.10% of their portfolio | 3.9m $77.0m | New |
| MORGAN STANLEY 0.01% of their portfolio | 3.6m $71.2m | Added +170.4k |
| DIMENSIONAL FUND ADVISORS LP 0.02% of their portfolio | 3.6m $70.0m | Added +1.1m |
| AMERIPRISE FINANCIAL INC 0.02% of their portfolio | 3.4m $65.8m | Added +1.6m |
| Sumitomo Mitsui Trust Group, Inc. 0.04% of their portfolio | 2.9m $56.0m | Reduced -2.7m |
| Amova Asset Management Americas, Inc. 0.72% of their portfolio | 2.9m $56.0m | Reduced -2.7m |
| Connor, Clark & Lunn Investment Management Ltd. 0.24% of their portfolio | 2.8m $54.3m | Added +837.0k |
| Broad Peak Investment Advisers Pte Ltd 32.13% of their portfolio | 2.4m $47.6m | New |
| FULLER & THALER ASSET MANAGEMENT, INC. 0.17% of their portfolio | 2.2m $43.3m | New |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.01% of their portfolio | 2.2m $42.4m | Added +208.5k |
| EDMOND DE ROTHSCHILD HOLDING S.A. 0.72% of their portfolio | 2.1m $40.9m | Added +763.6k |
| VAN ECK ASSOCIATES CORP 0.05% of their portfolio | 2.0m $39.2m | Added +452.2k |
| Contrarius Group Holdings Ltd 2.67% of their portfolio | 2.0m $39.1m | New |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 2.0m $38.4m | Added +940.1k |
| TWO SIGMA INVESTMENTS, LP 0.08% of their portfolio | 1.9m $36.7m | Added +849.7k |
| NORTHERN TRUST CORP 0.01% of their portfolio | 1.7m $34.2m | Added +11.4k |
| Pictet Asset Management Holding SA 0.03% of their portfolio | 1.5m $28.9m | Added +1.4m |
| TEACHER RETIREMENT SYSTEM OF TEXAS 0.12% of their portfolio | 1.4m $27.9m | New |
| Nuveen, LLC 0.01% of their portfolio | 1.3m $25.5m | First filing |
| Bank of New York Mellon Corp 0.00% of their portfolio | 1.3m $24.6m | Reduced -7.8k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 1.2m $24.4m | Added +92.6k |
| FRONTIER CAPITAL MANAGEMENT CO LLC 0.26% of their portfolio | 1.2m $24.0m | New |
| AQR CAPITAL MANAGEMENT LLC 0.02% of their portfolio | 1.2m $22.2m | Added +1.1m |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC 0.08% of their portfolio | 1.1m $21.4m | New |
| CITADEL ADVISORS LLC 0.02% of their portfolio | 1.1m $21.1m | Reduced -1.4m |
| Yong Rong (HK) Asset Management Ltd 4.58% of their portfolio | 1.0m $19.6m | New |
| NEUBERGER BERMAN GROUP LLC 0.02% of their portfolio | 931.5k $18.2m | Reduced -856.2k |
| Point72 Asset Management, L.P. 0.05% of their portfolio | 885.3k $17.3m | Reduced -2.0m |
| ARK Investment Management LLC 0.17% of their portfolio | 873.3k $17.1m | Reduced -256.6k |
| Woodson Capital Management, LP 3.77% of their portfolio | 843.1k $16.5m | New |
| Stephens Investment Management Group LLC 0.23% of their portfolio | 825.7k $16.2m | New |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 813.2k $15.9m | Added +45.5k |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 785.4k $15.4m | Reduced -15.9k |
| Jasper Ridge Partners, L.P. 0.49% of their portfolio | 783.3k $15.3m | Unchanged |
| PRIMECAP MANAGEMENT CO/CA/ 0.01% of their portfolio | 658.9k $12.9m | Reduced -2.4k |
| Gotham Asset Management, LLC 0.10% of their portfolio | 625.2k $12.2m | Added +35.7k |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 622.5k $12.2m | Reduced -177.4k |
| LORD, ABBETT & CO. LLC 0.04% of their portfolio | 610.3k $12.0m | New |
| Kora Management LP 1.52% of their portfolio | 591.5k $11.6m | New |
| HSBC HOLDINGS PLC 0.01% of their portfolio | 590.8k $11.6m | Added +531.0k |
| Optimus Prime Fund Management Co., Ltd. 1.31% of their portfolio | 585.5k $11.5m | Unchanged |
| Swiss National Bank 0.01% of their portfolio | 546.4k $10.7m | Unchanged |
| EXCHANGE TRADED CONCEPTS, LLC 0.18% of their portfolio | 520.4k $10.2m | Reduced -24.0k |
| CITIGROUP INC 0.01% of their portfolio | 514.0k $10.1m | Added +143.4k |
| Polar Capital Holdings Plc 0.06% of their portfolio | 483.8k $9.5m | New |
| Tairen Capital Ltd 0.62% of their portfolio | 479.0k $9.4m | Added +429.0k |
| Twin Tree Management, LP 0.21% of their portfolio | 475.9k $9.3m | Added +213.6k |
| California Public Employees Retirement System 0.01% of their portfolio | 467.8k $9.2m | Added +88.3k |
| TWO SIGMA ADVISERS, LP 0.02% of their portfolio | 461.4k $9.0m | Added +439.4k |
| BNP PARIBAS FINANCIAL MARKETS 0.01% of their portfolio | 457.8k $9.0m | First filing |
| WHITTIER TRUST CO 0.11% of their portfolio | 417.5k $8.2m | Reduced -7.4k |
| Hidden Lake Asset Management LP 7.56% of their portfolio | 391.5k $7.7m | New |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 379.1k $7.4m | Added +333.4k |
| FengHe Fund Management Pte. Ltd. 2.69% of their portfolio | 365.6k $7.2m | Added +147.5k |
| BARCLAYS PLC 0.00% of their portfolio | 364.4k $7.1m | Reduced -237.7k |
| TUDOR INVESTMENT CORP ET AL 0.06% of their portfolio | 361.0k $7.1m | Added +331.3k |
| Flight Deck Capital, LP 6.99% of their portfolio | 345.9k $6.8m | New |
| TWINBEECH CAPITAL LP 0.12% of their portfolio | 341.9k $6.7m | New |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.01% of their portfolio | 340.0k $6.7m | Reduced -4.4m |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 339.9k $6.7m | Reduced -2.9m |
| MONTANOVA CAPITAL, LLC 0.27% of their portfolio | 339.6k $6.7m | New |
| Legal & General Group Plc 0.00% of their portfolio | 317.6k $6.2m | Added +22.9k |
| RHUMBLINE ADVISERS 0.01% of their portfolio | 316.9k $6.2m | Added +2.1k |
| Quantinno Capital Management LP 0.04% of their portfolio | 313.6k $6.1m | Reduced -66.1k |
| Aquatic Capital Management LLC 0.16% of their portfolio | 311.6k $6.1m | Reduced -66.7k |
| PRINCIPAL FINANCIAL GROUP INC 0.00% of their portfolio | 297.0k $5.8m | Added +276.1k |
| Universal- Beteiligungs- und Servicegesellschaft mbH 0.01% of their portfolio | 292.7k $5.7m | New |
| BANK OF MONTREAL /CAN/ 0.00% of their portfolio | 283.9k $5.6m | Added +178.3k |
| Invenomic Capital Management LP 0.28% of their portfolio | 280.0k $5.5m | New |
| Alpha Family Trust 3.15% of their portfolio | 275.9k $5.4m | Unchanged |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 0.01% of their portfolio | 274.7k $5.4m | Added +2.3k |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC 0.09% of their portfolio | 260.3k $5.1m | Added +85.2k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.01% of their portfolio | 258.5k $5.1m | Reduced -3.2k |
| MILLENNIUM MANAGEMENT LLC 0.00% of their portfolio | 250.9k $4.9m | Reduced -398.2k |
| Mitsubishi UFJ Asset Management Co., Ltd. 0.00% of their portfolio | 244.7k $4.8m | Unchanged |
| GROUP ONE TRADING LLC 0.20% of their portfolio | 242.8k $4.8m | Reduced -222.4k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 224.4k $4.4m | Added +9.7k |
| Schonfeld Strategic Advisors LLC 0.03% of their portfolio | 222.2k $4.4m | Reduced -170.7k |
| Walleye Trading LLC 0.12% of their portfolio | 215.8k $4.2m | Reduced -478.1k |
| Nishkama Capital, LLC 1.75% of their portfolio | 212.6k $4.2m | New |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.01% of their portfolio | 209.6k $4.1m | Reduced -40.3k |
| ADAGE CAPITAL PARTNERS GP, L.L.C. 0.01% of their portfolio | 200.0k $3.9m | New |
| Alyeska Investment Group, L.P. 0.02% of their portfolio | 200.0k $3.9m | New |
| Alight Capital Management LP 2.07% of their portfolio | 200.0k $3.9m | Added +100.0k |