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 ($69.0m this quarter). Holder counts are more reliable. Shares outstanding: 422.5m as of 2025-07-28, 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 ≈ $24.20. Options: 44 managers hold calls ($918.9m notional), 36 hold puts ($438.5m).
Trends to Q2 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 |
| Q2 2025 | 447 |
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 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 |
| Q2 2025 | 243 | 201 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2024 | $717.6m | $494.7m | 0.69 |
| Q4 2024 | $907.8m | $488.4m | 0.54 |
| Q1 2025 | $614.1m | $375.8m | 0.61 |
| Q2 2025 | $918.9m | $438.5m | 0.48 |
Biggest buyers
| Castle Hook Partners LP | New | +5.7m |
| Slate Path Capital LP | Added | +4.0m |
| Point72 Asset Management, L.P. | Added | +3.1m |
| FMR LLC | Added | +2.3m |
| Skye Global Management LP | New | +2.0m |
| Capital Research Global Investors | Added | +2.0m |
| Duquesne Family Office LLC | New | +1.8m |
| JANE STREET GROUP, LLC | Added | +1.7m |
| Alyeska Investment Group, L.P. | Added | +1.5m |
| Newbrook Capital Advisors LP | New | +1.4m |
Biggest sellers
| NORGES BANK | Reduced | -5.8m |
| BlackRock, Inc. | Reduced | -3.4m |
| Atreides Management, LP | Reduced | -3.3m |
| Contrarius Group Holdings Ltd | Sold out | -2.0m |
| Resolute Advisors LLC | Reduced | -1.9m |
| Pictet Asset Management Holding SA | Reduced | -1.4m |
| TEACHER RETIREMENT SYSTEM OF TEXAS | Reduced | -1.4m |
| AQR CAPITAL MANAGEMENT LLC | Reduced | -1.1m |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | Sold out | -1.1m |
| Yong Rong (HK) Asset Management Ltd | Sold out | -1.0m |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $236.1m9.8m shares |
| UBS Group AG | Added | $94.9m3.9m shares |
| CITADEL ADVISORS LLC | Reduced | $94.1m3.9m shares |
| JANE STREET GROUP, LLC | Added | $83.6m3.5m shares |
| IMC-Chicago, LLC | Added | $72.3m3.0m shares |
| GROUP ONE TRADING LLC | Added | $45.8m1.9m shares |
| PEAK6 LLC | Reduced | $39.3m1.6m shares |
| Nishkama Capital, LLC | New | $32.2m1.3m shares |
| Balyasny Asset Management L.P. | New | $30.7m1.3m shares |
| SIMPLEX TRADING, LLC | Reduced | $30.3m1.3m shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $94.6m3.9m shares |
| JANE STREET GROUP, LLC | Added | $62.7m2.6m shares |
| CITADEL ADVISORS LLC | Reduced | $56.0m2.3m shares |
| PEAK6 LLC | Added | $34.2m1.4m shares |
| MILLENNIUM MANAGEMENT LLC | Reduced | $33.6m1.4m shares |
| Twin Tree Management, LP | Reduced | $22.4m925.3k shares |
| IMC-Chicago, LLC | Added | $22.2m919.4k shares |
| Walleye Trading LLC | Reduced | $16.2m671.3k shares |
| WOLVERINE TRADING, LLC | Added | $14.8m606.6k shares |
| SIMPLEX TRADING, LLC | Reduced | $13.3m548.4k 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 Q2 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 |
|---|---|---|---|---|---|
| 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 |
| Q2 2025 | 0 | — | 8 | $31.6m | $19.1m |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2025-06-16 | Barrysmith Mark Chief Accounting Officer | Sold plan | $30.5k1.3k shares |
| 2025-06-12 | Dovrat Shlomo Director · By Y.T.D. Dovrat Investments Ltd. | Sold plan | $394.7k15.8k shares |
| 2025-06-11 | Dovrat Shlomo Director · By Y.T.D. Dovrat Investments Ltd. | Sold plan | $856.1k34.2k shares |
| 2025-06-09 | Bar-Zeev Tomer Director | Sold | $243.6k9.6k shares |
| 2025-06-06 | Helgason David Director | Sold | $6.7m261.5k shares |
| 2025-06-05 | Helgason David Director | Sold | $56.0k2.1k shares |
| 2025-06-02 | Bar-Zeev Tomer Director · See footnote | Sold plan | $6.6m250.0k shares |
| 2025-05-28 | Bar-Zeev Tomer Director · See footnote | Sold plan | $4.2m166.7k shares |
| 2025-05-27 | Bromberg Matthew S CEO and President, director | Sold | $2.6m122.3k shares |
| 2025-05-27 | Whitehurst James M Director | Sold | $1.5m73.0k shares |
| 2025-05-27 | Gupta Anirma SVP, Chief Legal Officer | Sold | $997.5k47.0k shares |
| 2025-05-27 | Barrysmith Mark Chief Accounting Officer | Sold | $292.1k13.8k shares |
| 2025-05-27 | Blum Alexander SVP, Chief Operating Officer | Sold | $24.2k1.1k shares |
| 2025-05-16 | Barrysmith Mark Chief Accounting Officer | Sold plan | $30.3k1.4k shares |
| 2025-05-01 | Bar-Zeev Tomer Director · See footnote | Sold plan | $3.6m166.7k shares |
| 2025-04-16 | Barrysmith Mark Chief Accounting Officer | Sold plan | $29.4k1.6k shares |
| 2025-04-15 | Gupta Anirma SVP, Chief Legal Officer | Sold plan | $10.0k551 shares |
| 2025-04-01 | Bar-Zeev Tomer Director · See footnote | Sold plan | $3.3m166.7k 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 2025
| Manager | Shares | Change |
|---|---|---|
| Silver Lake Group, L.L.C. 16.71% of their portfolio | 34.7m $840.6m | Unchanged |
| VANGUARD GROUP INC 0.01% of their portfolio | 33.6m $813.8m | Added +661.8k |
| SC US (TTGP), LTD. 5.46% of their portfolio | 31.9m $772.8m | Reduced -2.3k |
| BlackRock, Inc. 0.01% of their portfolio | 23.1m $559.7m | Reduced -3.4m |
| Capital International Investors 0.09% of their portfolio | 20.6m $498.7m | Added +256.7k |
| Slate Path Capital LP 8.35% of their portfolio | 20.0m $484.4m | Added +4.0m |
| Capital Research Global Investors 0.07% of their portfolio | 14.1m $342.0m | Added +2.0m |
| WELLINGTON MANAGEMENT GROUP LLP 0.05% of their portfolio | 11.5m $277.7m | Added +1.1m |
| Resolute Advisors LLC 43.96% of their portfolio | 7.3m $177.0m | Reduced -1.9m |
| FMR LLC 0.01% of their portfolio | 6.7m $162.6m | Added +2.3m |
| NORGES BANK 0.02% of their portfolio | 6.2m $151.2m | Reduced -5.8m |
| UBS Group AG 0.03% of their portfolio | 6.2m $150.0m | Reduced -130.8k |
| Atreides Management, LP 4.14% of their portfolio | 6.2m $149.3m | Reduced -3.3m |
| STATE STREET CORP 0.01% of their portfolio | 5.8m $140.8m | Added +293.0k |
| Castle Hook Partners LP 2.02% of their portfolio | 5.7m $137.4m | New |
| GEODE CAPITAL MANAGEMENT, LLC 0.01% of their portfolio | 5.1m $122.6m | Added +36.1k |
| AMERIPRISE FINANCIAL INC 0.03% of their portfolio | 4.6m $112.0m | Added +1.3m |
| DIMENSIONAL FUND ADVISORS LP 0.03% of their portfolio | 4.6m $111.0m | Added +1.0m |
| Invesco Ltd. 0.02% of their portfolio | 4.0m $96.8m | Reduced -823.3k |
| Point72 Asset Management, L.P. 0.23% of their portfolio | 4.0m $95.9m | Added +3.1m |
| MACQUARIE GROUP LTD 0.11% of their portfolio | 3.8m $92.2m | Reduced -120.7k |
| MORGAN STANLEY 0.01% of their portfolio | 3.3m $80.9m | Reduced -291.3k |
| Connor, Clark & Lunn Investment Management Ltd. 0.26% of their portfolio | 3.0m $73.0m | Added +244.0k |
| TWO SIGMA INVESTMENTS, LP 0.13% of their portfolio | 3.0m $72.9m | Added +1.1m |
| Sumitomo Mitsui Trust Group, Inc. 0.04% of their portfolio | 2.6m $63.8m | Reduced -221.2k |
| Amova Asset Management Americas, Inc. 0.63% of their portfolio | 2.6m $63.6m | Reduced -230.5k |
| FULLER & THALER ASSET MANAGEMENT, INC. 0.22% of their portfolio | 2.4m $59.2m | Added +237.9k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.01% of their portfolio | 2.4m $57.8m | Added +221.3k |
| VAN ECK ASSOCIATES CORP 0.06% of their portfolio | 2.2m $53.0m | Added +190.6k |
| FRONTIER CAPITAL MANAGEMENT CO LLC 0.48% of their portfolio | 2.1m $51.7m | Added +912.5k |
| Skye Global Management LP 1.05% of their portfolio | 2.0m $49.1m | New |
| Broad Peak Investment Advisers Pte Ltd 14.97% of their portfolio | 2.0m $48.0m | Reduced -448.0k |
| NEUBERGER BERMAN GROUP LLC 0.03% of their portfolio | 1.8m $44.7m | Added +913.8k |
| NORTHERN TRUST CORP 0.01% of their portfolio | 1.8m $43.0m | Added +30.2k |
| Duquesne Family Office LLC 1.10% of their portfolio | 1.8m $42.9m | New |
| EDMOND DE ROTHSCHILD HOLDING S.A. 0.68% of their portfolio | 1.8m $42.4m | Reduced -336.6k |
| JANE STREET GROUP, LLC 0.07% of their portfolio | 1.7m $41.5m | Added +1.7m |
| Alyeska Investment Group, L.P. 0.15% of their portfolio | 1.7m $41.3m | Added +1.5m |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 1.6m $39.0m | Added +1.3m |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 1.5m $35.8m | Reduced -481.9k |
| Stephens Investment Management Group LLC 0.47% of their portfolio | 1.5m $35.5m | Added +641.0k |
| Newbrook Capital Advisors LP 4.29% of their portfolio | 1.4m $34.1m | New |
| INFINITUM ASSET MANAGEMENT, LLC 7.50% of their portfolio | 1.4m $33.9m | New |
| Bank of New York Mellon Corp 0.01% of their portfolio | 1.3m $30.9m | Added +20.1k |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 1.3m $30.4m | Added +471.7k |
| Nuveen, LLC 0.01% of their portfolio | 1.2m $30.0m | Reduced -62.0k |
| Fund 1 Investments, LLC 4.19% of their portfolio | 1.2m $29.6m | New |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 1.2m $28.0m | Reduced -90.9k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.01% of their portfolio | 1.1m $27.4m | Added +318.4k |
| FengHe Fund Management Pte. Ltd. 4.39% of their portfolio | 1.1m $26.8m | Added +742.1k |
| Woodson Capital Management, LP 4.34% of their portfolio | 1.0m $24.2m | Added +156.9k |
| BNP PARIBAS FINANCIAL MARKETS 0.02% of their portfolio | 937.2k $22.7m | Added +479.3k |
| HSBC HOLDINGS PLC 0.01% of their portfolio | 928.5k $22.3m | Added +337.6k |
| ARK Investment Management LLC 0.16% of their portfolio | 881.6k $21.3m | Added +8.3k |
| Jasper Ridge Partners, L.P. 0.47% of their portfolio | 783.3k $19.0m | Unchanged |
| Schonfeld Strategic Advisors LLC 0.14% of their portfolio | 777.2k $18.8m | Added +555.0k |
| Squarepoint Ops LLC 0.04% of their portfolio | 752.8k $18.2m | Added +612.4k |
| Nishkama Capital, LLC 2.98% of their portfolio | 750.9k $18.2m | Added +538.2k |
| CITADEL ADVISORS LLC 0.01% of their portfolio | 636.8k $15.4m | Reduced -440.8k |
| Tairen Capital Ltd 1.55% of their portfolio | 626.8k $15.2m | Added +147.8k |
| KETTLE HILL CAPITAL MANAGEMENT, LLC 3.44% of their portfolio | 614.1k $14.9m | New |
| CITIGROUP INC 0.01% of their portfolio | 611.2k $14.8m | Added +97.2k |
| Kora Management LP 1.76% of their portfolio | 591.5k $14.3m | Unchanged |
| Swiss National Bank 0.01% of their portfolio | 587.0k $14.2m | Added +40.6k |
| TWO SIGMA ADVISERS, LP 0.03% of their portfolio | 586.2k $14.2m | Added +124.8k |
| Optimus Prime Fund Management Co., Ltd. 1.42% of their portfolio | 585.5k $14.2m | Unchanged |
| Blue Grotto Capital, LLC 1.70% of their portfolio | 582.8k $14.1m | New |
| BWCP, LP 2.18% of their portfolio | 550.6k $13.3m | New |
| BARCLAYS PLC 0.01% of their portfolio | 531.7k $12.9m | Added +167.3k |
| California Public Employees Retirement System 0.01% of their portfolio | 520.8k $12.6m | Added +53.0k |
| Gotham Asset Management, LLC 0.07% of their portfolio | 517.1k $12.5m | Reduced -108.0k |
| PRIMECAP MANAGEMENT CO/CA/ 0.01% of their portfolio | 516.8k $12.5m | Reduced -142.1k |
| Invenomic Capital Management LP 0.67% of their portfolio | 489.2k $11.8m | Added +209.1k |
| Hood River Capital Management LLC 0.15% of their portfolio | 455.5k $11.0m | New |
| GREAT LAKES ADVISORS, LLC 0.09% of their portfolio | 441.9k $10.7m | New |
| Legal & General Group Plc 0.00% of their portfolio | 426.8k $10.3m | Added +109.2k |
| WHITTIER TRUST CO 0.12% of their portfolio | 417.5k $10.1m | Unchanged |
| EXCHANGE TRADED CONCEPTS, LLC 0.13% of their portfolio | 411.2k $10.0m | Reduced -109.2k |
| Shannon River Fund Management LLC 1.51% of their portfolio | 405.5k $9.8m | New |
| MILLENNIUM MANAGEMENT LLC 0.01% of their portfolio | 398.8k $9.7m | Added +147.9k |
| Polar Capital Holdings Plc 0.05% of their portfolio | 397.6k $9.6m | Reduced -86.2k |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 369.0k $8.9m | Reduced -253.5k |
| Twin Tree Management, LP 0.22% of their portfolio | 359.0k $8.7m | Reduced -116.9k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 352.4k $8.5m | Reduced -26.7k |
| D. E. Shaw & Co., Inc. 0.01% of their portfolio | 336.5k $8.1m | Added +186.1k |
| Metavasi Capital LP 3.49% of their portfolio | 324.4k $7.9m | New |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.01% of their portfolio | 290.1k $7.0m | Added +31.5k |
| RHUMBLINE ADVISERS 0.01% of their portfolio | 287.7k $7.0m | Reduced -29.2k |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 0.01% of their portfolio | 277.3k $6.7m | Added +2.6k |
| Alpha Family Trust 3.31% of their portfolio | 275.9k $6.7m | Unchanged |
| Universal- Beteiligungs- und Servicegesellschaft mbH 0.01% of their portfolio | 275.0k $6.7m | Reduced -17.7k |
| NORDEA INVESTMENT MANAGEMENT AB 0.01% of their portfolio | 270.4k $6.5m | New |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.01% of their portfolio | 266.8k $6.5m | Added +57.2k |
| J. Goldman & Co LP 0.20% of their portfolio | 263.5k $6.4m | Added +140.3k |
| BEACONLIGHT CAPITAL, LLC 3.65% of their portfolio | 257.6k $6.2m | New |
| Mitsubishi UFJ Asset Management Co., Ltd. 0.00% of their portfolio | 249.2k $6.0m | Added +4.5k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 235.9k $5.7m | Added +11.5k |
| SEI INVESTMENTS CO 0.01% of their portfolio | 224.7k $5.4m | Added +201.7k |
| ODDO BHF ASSET MANAGEMENT SAS 0.20% of their portfolio | 216.8k $5.2m | Not comparable |
| HRT FINANCIAL LP 0.03% of their portfolio | 216.1k $5.2m | New |