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 ($31.6m this quarter). Holder counts are more reliable. Shares outstanding: 436.5m as of 2026-04-30, 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 ≈ $21.95. Options: 46 managers hold calls ($854.7m notional), 33 hold puts ($728.2m).
Trends to Q1 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 |
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 2024 | 211 | 236 |
| 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 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q2 2025 | $918.9m | $438.5m | 0.48 |
| Q3 2025 | $1.9bn | $1.2bn | 0.62 |
| Q4 2025 | $1.8bn | $1.2bn | 0.65 |
| Q1 2026 | $854.7m | $728.2m | 0.85 |
Biggest buyers
| TWO SIGMA INVESTMENTS, LP | Added | +6.3m |
| Atreides Management, LP | Added | +5.8m |
| D. E. Shaw & Co., Inc. | Added | +4.7m |
| CITADEL ADVISORS LLC | Added | +4.4m |
| Schonfeld Strategic Advisors LLC | Added | +3.6m |
| D1 Capital Partners L.P. | New | +3.3m |
| DEUTSCHE BANK AG\ | Added | +3.2m |
| Slate Path Capital LP | Added | +3.1m |
| MORGAN STANLEY | Added | +2.9m |
| INFINITUM ASSET MANAGEMENT, LLC | Added | +2.9m |
Biggest sellers
| Capital International Investors | Sold out | -18.4m |
| Capital Research Global Investors | Reduced | -8.9m |
| WELLINGTON MANAGEMENT GROUP LLP | Reduced | -5.6m |
| FULLER & THALER ASSET MANAGEMENT, INC. | Sold out | -5.5m |
| Castle Hook Partners LP | Sold out | -5.0m |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | Sold out | -4.2m |
| FMR LLC | Reduced | -3.8m |
| Balyasny Asset Management L.P. | Reduced | -3.5m |
| T. Rowe Price Investment Management, Inc. | Reduced | -3.0m |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | Sold out | -2.9m |
Biggest calls
| JANE STREET GROUP, LLC | Added | $193.6m8.8m shares |
| CITADEL ADVISORS LLC | Added | $154.0m7.0m shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $96.4m4.4m shares |
| UBS Group AG | Reduced | $68.2m3.1m shares |
| IMC-Chicago, LLC | Reduced | $33.3m1.5m shares |
| Atreides Management, LP | Reduced | $32.9m1.5m shares |
| Optiver Holding B.V. | Reduced | $29.3m1.3m shares |
| GROUP ONE TRADING LLC | Reduced | $28.5m1.3m shares |
| Squarepoint Ops LLC | Added | $27.1m1.2m shares |
| Temasek Holdings (Private) Ltd | Added | $23.4m1.1m shares |
Biggest puts
| JANE STREET GROUP, LLC | Added | $210.0m9.6m shares |
| CITADEL ADVISORS LLC | Added | $147.6m6.7m shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $109.0m5.0m shares |
| Temasek Holdings (Private) Ltd | Added | $65.7m3.0m shares |
| PEAK6 LLC | Reduced | $28.7m1.3m shares |
| Optiver Holding B.V. | Added | $26.0m1.2m shares |
| IMC-Chicago, LLC | Reduced | $22.7m1.0m shares |
| Squarepoint Ops LLC | Added | $17.7m807.6k shares |
| TUDOR INVESTMENT CORP ET AL | Added | $17.7m804.8k shares |
| D. E. Shaw & Co., Inc. | Reduced | $13.4m610.9k 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 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 |
|---|---|---|---|---|---|
| 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 |
| Q3 2025 | 0 | — | 8 | $95.5m | $91.7m |
| Q4 2025 | 0 | — | 8 | $85.3m | $65.5m |
| Q1 2026 | 0 | — | 3 | $773.3k | $231.3k |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2026-03-05 | Yahes Jarrod SVP, Chief Financial Officer | Sold | $130.5k6.2k shares |
| 2026-02-27 | Blum Alexander SVP, Chief Operating Officer | Sold plan | $47.7k2.5k shares |
| 2026-02-25 | Yahes Jarrod SVP, Chief Financial Officer | Sold | $220.4k12.2k shares |
| 2026-02-25 | Barrysmith Mark Chief Accounting Officer | Sold | $191.1k10.6k shares |
| 2026-02-25 | Blum Alexander SVP, Chief Operating Officer | Sold plan | $183.7k10.2k 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 2026
| Manager | Shares | Change |
|---|---|---|
| Silver Lake Group, L.L.C. 20.72% of their portfolio | 34.7m $762.1m | Unchanged |
| SC US (TTGP), LTD. 7.55% of their portfolio | 31.8m $698.2m | Reduced -95.1k |
| BlackRock, Inc. 0.01% of their portfolio | 18.9m $415.4m | Added +344.1k |
| VANGUARD PORTFOLIO MANAGEMENT LLC 0.02% of their portfolio | 18.6m $407.8m | First filing |
| VANGUARD CAPITAL MANAGEMENT LLC 0.01% of their portfolio | 15.6m $341.3m | First filing |
| Atreides Management, LP 6.62% of their portfolio | 12.4m $271.7m | Added +5.8m |
| Slate Path Capital LP 3.70% of their portfolio | 11.3m $249.0m | Added +3.1m |
| WELLINGTON MANAGEMENT GROUP LLP 0.04% of their portfolio | 9.9m $217.6m | Reduced -5.6m |
| D. E. Shaw & Co., Inc. 0.14% of their portfolio | 8.0m $175.9m | Added +4.7m |
| TWO SIGMA INVESTMENTS, LP 0.14% of their portfolio | 7.9m $173.5m | Added +6.3m |
| Point72 Asset Management, L.P. 0.25% of their portfolio | 6.7m $146.5m | Added +887.0k |
| MORGAN STANLEY 0.01% of their portfolio | 6.6m $145.7m | Added +2.9m |
| GEODE CAPITAL MANAGEMENT, LLC 0.01% of their portfolio | 6.2m $138.8m | Added +394.5k |
| STATE STREET CORP 0.00% of their portfolio | 5.9m $130.1m | Added +220.8k |
| FMR LLC 0.01% of their portfolio | 5.9m $129.9m | Reduced -3.8m |
| Capital Research Global Investors 0.02% of their portfolio | 5.1m $112.4m | Reduced -8.9m |
| CITADEL ADVISORS LLC 0.08% of their portfolio | 5.0m $109.4m | Added +4.4m |
| T. Rowe Price Investment Management, Inc. 0.07% of their portfolio | 4.7m $102.5m | Reduced -3.0m |
| Temasek Holdings (Private) Ltd 0.34% of their portfolio | 4.6m $100.5m | Added +2.1m |
| Hood River Capital Management LLC 0.99% of their portfolio | 4.5m $98.6m | Added +1.7m |
| Schonfeld Strategic Advisors LLC 0.76% of their portfolio | 4.3m $93.9m | Added +3.6m |
| INFINITUM ASSET MANAGEMENT, LLC 11.67% of their portfolio | 4.2m $93.2m | Added +2.9m |
| DIMENSIONAL FUND ADVISORS LP 0.02% of their portfolio | 4.2m $93.1m | Added +1.5m |
| JANE STREET GROUP, LLC 0.09% of their portfolio | 3.9m $85.2m | Added +290.8k |
| DEUTSCHE BANK AG\ 0.03% of their portfolio | 3.6m $78.4m | Added +3.2m |
| D1 Capital Partners L.P. 0.64% of their portfolio | 3.3m $71.5m | New |
| MILLENNIUM MANAGEMENT LLC 0.05% of their portfolio | 3.2m $71.1m | Added +2.4m |
| Woodline Partners LP 0.26% of their portfolio | 3.1m $67.9m | Added +2.8m |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.08% of their portfolio | 2.9m $63.9m | Added +1.5m |
| UBS Group AG 0.01% of their portfolio | 2.7m $59.3m | Added +1.3m |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.01% of their portfolio | 2.7m $59.1m | Added +204.0k |
| Broad Peak Investment Advisers Pte Ltd 11.77% of their portfolio | 2.6m $58.0m | Unchanged |
| Holocene Advisors, LP 0.14% of their portfolio | 2.6m $56.5m | New |
| GOLDMAN SACHS GROUP INC 0.01% of their portfolio | 2.5m $55.0m | Added +1.5m |
| RENAISSANCE TECHNOLOGIES LLC 0.09% of their portfolio | 2.5m $54.5m | New |
| Amundi 0.01% of their portfolio | 2.2m $48.9m | Added +948.3k |
| WT Asset Management Ltd 0.99% of their portfolio | 2.2m $47.2m | Added +846.4k |
| VANGUARD FIDUCIARY TRUST CO 0.01% of their portfolio | 2.2m $47.2m | First filing |
| Two Creeks Capital Management, LP 4.60% of their portfolio | 2.0m $43.5m | Added +919.9k |
| NORTHERN TRUST CORP 0.01% of their portfolio | 1.8m $40.4m | Added +25.3k |
| Invesco Ltd. 0.00% of their portfolio | 1.7m $38.0m | Reduced -1.2m |
| VAN ECK ASSOCIATES CORP 0.03% of their portfolio | 1.7m $37.7m | Added +1.1m |
| Squarepoint Ops LLC 0.08% of their portfolio | 1.7m $37.3m | Added +1.5m |
| Kora Management LP 4.99% of their portfolio | 1.6m $35.0m | Added +1.6m |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC 0.14% of their portfolio | 1.6m $34.8m | New |
| Nuveen, LLC 0.01% of their portfolio | 1.5m $33.8m | Added +157.5k |
| MARSHALL WACE, LLP 0.03% of their portfolio | 1.4m $31.7m | New |
| Flight Deck Capital, LP 22.34% of their portfolio | 1.4m $30.7m | Added +1.1m |
| Capital World Investors 0.00% of their portfolio | 1.4m $30.3m | New |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 1.4m $29.8m | Added +257.6k |
| AMERIPRISE FINANCIAL INC 0.01% of their portfolio | 1.3m $27.5m | Reduced -1.2m |
| TUDOR INVESTMENT CORP ET AL 0.14% of their portfolio | 1.2m $26.6m | Added +701.1k |
| Qube Research & Technologies Ltd 0.04% of their portfolio | 1.1m $25.2m | Added +499.7k |
| Sumitomo Mitsui Trust Group, Inc. 0.02% of their portfolio | 1.1m $24.4m | Reduced -760.9k |
| Amova Asset Management Americas, Inc. 0.35% of their portfolio | 1.1m $24.4m | Reduced -760.3k |
| Bank of New York Mellon Corp 0.00% of their portfolio | 1.0m $22.8m | Reduced -55.3k |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 866.1k $19.0m | Added +23.4k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 857.2k $18.8m | Added +122.8k |
| Resolute Advisors LLC 7.54% of their portfolio | 831.4k $18.2m | Reduced -790.0k |
| Jasper Ridge Partners, L.P. 0.38% of their portfolio | 783.3k $17.2m | Unchanged |
| HRT FINANCIAL LP 0.06% of their portfolio | 772.4k $16.9m | New |
| Duquesne Family Office LLC 0.55% of their portfolio | 738.8k $16.2m | Added +328.8k |
| EMINENCE CAPITAL, LP 0.36% of their portfolio | 724.8k $15.9m | New |
| Balyasny Asset Management L.P. 0.03% of their portfolio | 670.7k $14.7m | Reduced -3.5m |
| Hidden Lake Asset Management LP 9.62% of their portfolio | 661.4k $14.5m | Added +554.4k |
| BARCLAYS PLC 0.01% of their portfolio | 647.4k $14.2m | Added +248.6k |
| Swiss National Bank 0.01% of their portfolio | 627.4k $13.8m | Added +2.6k |
| JUPITER ASSET MANAGEMENT LTD 0.07% of their portfolio | 616.9k $13.5m | Added +609.6k |
| FIRST TRUST ADVISORS LP 0.01% of their portfolio | 588.5k $12.9m | Reduced -148.4k |
| Optimus Prime Fund Management Co., Ltd. 1.24% of their portfolio | 585.5k $12.8m | Unchanged |
| Engineers Gate Manager LP 0.16% of their portfolio | 576.1k $12.6m | Added +567.1k |
| Arohi Asset Management PTE Ltd. 4.53% of their portfolio | 569.4k $12.5m | Added +519.4k |
| California Public Employees Retirement System 0.01% of their portfolio | 558.1k $12.2m | Added +6.5k |
| CANADA PENSION PLAN INVESTMENT BOARD 0.01% of their portfolio | 525.6k $11.5m | Added +63.3k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 520.3k $10.7m | Reduced -1.2m |
| Maytree Asset Management Ltd 8.07% of their portfolio | 520.3k $11.4m | Added +398.9k |
| CITIGROUP INC 0.01% of their portfolio | 502.5k $11.0m | Reduced -359.8k |
| ALGERT GLOBAL LLC 0.17% of their portfolio | 500.6k $11.0m | Added +88.7k |
| Connor, Clark & Lunn Investment Management Ltd. 0.02% of their portfolio | 485.4k $10.6m | Added +159.1k |
| Walleye Capital LLC 0.06% of their portfolio | 442.0k $9.7m | Added +214.2k |
| MARSICO CAPITAL MANAGEMENT LLC 0.28% of their portfolio | 441.2k $9.7m | Reduced -89.5k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 435.0k $9.5m | Reduced -84.1k |
| ING GROEP NV 0.06% of their portfolio | 420.1k $9.2m | New |
| Alyeska Investment Group, L.P. 0.03% of their portfolio | 414.0k $9.1m | New |
| EXCHANGE TRADED CONCEPTS, LLC 0.07% of their portfolio | 413.9k $9.1m | Added +33.5k |
| WHITTIER TRUST CO 0.10% of their portfolio | 412.2k $9.1m | Reduced -5.3k |
| Quantinno Capital Management LP 0.01% of their portfolio | 406.6k $8.9m | Added +182.3k |
| BNP PARIBAS FINANCIAL MARKETS 0.01% of their portfolio | 402.9k $8.8m | Reduced -53.3k |
| Clear Street Group Inc. 0.05% of their portfolio | 386.1k $8.5m | Added +324.5k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.01% of their portfolio | 367.5k $8.1m | Added +66.8k |
| CAPITAL FUND MANAGEMENT S.A. 0.07% of their portfolio | 353.2k $7.7m | Added +197.7k |
| BEACONLIGHT CAPITAL, LLC 4.27% of their portfolio | 345.3k $7.6m | Added +174.8k |
| Gotham Asset Management, LLC 0.02% of their portfolio | 333.2k $7.3m | Reduced -132.2k |
| Tairen Capital Ltd 0.78% of their portfolio | 328.9k $7.2m | Reduced -114.9k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 324.3k $7.1m | Reduced -869.0k |
| TD Asset Management Inc 0.01% of their portfolio | 319.5k $7.0m | Reduced -18.2k |
| SEI INVESTMENTS CO 0.01% of their portfolio | 310.3k $6.8m | Reduced -60.9k |
| PEAK6 LLC 0.19% of their portfolio | 303.7k $6.7m | Added +59.8k |
| Legal & General Group Plc 0.00% of their portfolio | 295.5k $6.5m | Reduced -58.7k |
| VANGUARD ASSET MANAGEMENT, Ltd 0.01% of their portfolio | 292.7k $6.4m | First filing |