Unity Software Inc.: which funds bought and sold

Institutions that bought and sold Unity Software shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 297 institutions that filed 13F reports for both quarters added to or opened positions in Unity Software, and 236 cut or closed them. Together they added a net 22.1M shares, +6.4% on what they held at the start of the quarter. Active managers and hedge funds on our list were net buyers of 2.9M shares (+2.6%); index fund managers were net buyers of 9.1M shares (+12.6%). 102 opened a new position and 75 sold out entirely.

Bought, Q2 2026 297 institutions, 102 of them new holders Sold, Q2 2026 236 institutions, 75 of them sold out

Net change, all compared +22.1M shares (+6.4%)

Net change, active managers +2.9M shares (+2.6%), 35 bought, 38 sold

Buyers versus sellers

institutions compared, 621

297 bought 88 236 sold

Active managers and hedge funds 35 bought · 38 sold · +2.9M

Index fund managers 9 bought · 1 sold · +9.1M

Other institutions 253 bought · 197 sold · +10.0M

Biggest buyers

by change in shares held

Biggest buyers
Institution	Change in shares	Shares June 30, 2026	Value
AQR Capital Management LLC Hedge fund	+7.0M +2420.7%	7.2M	$207M
UBS Group AG	+5.5M +205.0%	8.2M	$236M
Slate Path Capital LP Hedge fund	+4.7M +41.6%	16.1M	$459M
Blackrock, Inc. Index funds	+4.4M +23.5%	23.4M	$668M
Capital World Investors Active manager	+4.2M +307.1%	5.6M	$160M
Resolute Advisors LLC	+3.9M +473.3%	4.8M	$136M
Nearwater Capital Markets, Ltd	+2.9M New position	2.9M	$82.3M
Ameriprise Financial Inc	+2.9M +229.3%	4.1M	$118M
Vaughan Nelson Investment Management, L.P. Active manager	+2.5M New position	2.5M	$70.3M
Avala Global LP Hedge fund	+2.2M New position	2.2M	$62.5M
Vanguard Portfolio Management LLC Index funds	+1.9M +10.1%	20.5M	$585M
Goldman Sachs Group Inc	+1.9M +74.0%	4.4M	$125M
Vanguard Capital Management LLC Index funds	+1.6M +10.6%	17.2M	$492M
Balyasny Asset Management L.P. Hedge fund	+1.6M +236.0%	2.3M	$64.4M
Millennium Management LLC Hedge fund	+1.3M +40.5%	4.6M	$130M
No Street Gp LP	+1.2M New position	1.2M	$33.3M
Holocene Advisors, LP Hedge fund	+1.1M +44.3%	3.7M	$106M
D. E. Shaw & Co., Inc. Hedge fund	+1.1M +13.3%	9.1M	$260M
Apis Capital Advisors, LLC	+1.0M New position	1.0M	$28.6M
Kora Management LP	+938K +58.8%	2.5M	$72.4M

Biggest buyers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
AQR Capital Management LLC Hedge fund	+7.0M +2420.7%	7.2M	$207M
Slate Path Capital LP Hedge fund	+4.7M +41.6%	16.1M	$459M
Capital World Investors Active manager	+4.2M +307.1%	5.6M	$160M
Vaughan Nelson Investment Management, L.P. Active manager	+2.5M New position	2.5M	$70.3M
Avala Global LP Hedge fund	+2.2M New position	2.2M	$62.5M
Balyasny Asset Management L.P. Hedge fund	+1.6M +236.0%	2.3M	$64.4M
Millennium Management LLC Hedge fund	+1.3M +40.5%	4.6M	$130M
Holocene Advisors, LP Hedge fund	+1.1M +44.3%	3.7M	$106M
D. E. Shaw & Co., Inc. Hedge fund	+1.1M +13.3%	9.1M	$260M
Worldquant Millennium Advisors LLC Hedge fund	+669K New position	669K	$19.1M

Biggest sellers

by change in shares held

Biggest sellers
Institution	Change in shares	Shares June 30, 2026	Value
Citadel Advisors LLC Hedge fund	−4.4M −87.7%	616K	$17.6M
Wellington Management Group LLP Active manager	−4.2M −42.4%	5.7M	$163M
Morgan Stanley	−3.8M −56.7%	2.9M	$82.1M
Schonfeld Strategic Advisors LLC Hedge fund	−2.6M −60.9%	1.7M	$47.8M
Atreides Management, LP Hedge fund	−2.1M −17.3%	10.2M	$293M
Wt Asset Management Ltd	−2.0M −90.7%	199K	$5.7M
Two Creeks Capital Management, LP	−1.9M −96.7%	66K	$1.9M
Woodline Partners LP Hedge fund	−1.9M −61.0%	1.2M	$34.6M
Squarepoint Ops LLC Hedge fund	−1.7M Sold out	0	—
Susquehanna International Group, LLP	−1.6M −53.6%	1.4M	$38.6M
Deutsche Bank Ag\	−1.5M −41.4%	2.1M	$59.9M
Marshall Wace, LLP Hedge fund	−1.3M −86.9%	190K	$5.4M
Voloridge Investment Management, LLC Hedge fund	−1.2M −74.6%	403K	$11.5M
Two Sigma Investments, LP Hedge fund	−1.2M −14.6%	6.8M	$193M
Tudor Investment Corp Et Al Hedge fund	−1.1M −91.8%	100K	$2.8M
Renaissance Technologies LLC Hedge fund	−958K −38.6%	1.5M	$43.7M
Jane Street Group, LLC	−726K −18.7%	3.2M	$90.2M
Eminence Capital, LP Hedge fund	−725K Sold out	0	—
Capital Research Global Investors Active manager	−708K −13.8%	4.4M	$126M
Jupiter Asset Management Ltd Active manager	−617K Sold out	0	—

Biggest sellers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
Citadel Advisors LLC Hedge fund	−4.4M −87.7%	616K	$17.6M
Wellington Management Group LLP Active manager	−4.2M −42.4%	5.7M	$163M
Schonfeld Strategic Advisors LLC Hedge fund	−2.6M −60.9%	1.7M	$47.8M
Atreides Management, LP Hedge fund	−2.1M −17.3%	10.2M	$293M
Woodline Partners LP Hedge fund	−1.9M −61.0%	1.2M	$34.6M
Squarepoint Ops LLC Hedge fund	−1.7M Sold out	0	—
Marshall Wace, LLP Hedge fund	−1.3M −86.9%	190K	$5.4M
Voloridge Investment Management, LLC Hedge fund	−1.2M −74.6%	403K	$11.5M
Two Sigma Investments, LP Hedge fund	−1.2M −14.6%	6.8M	$193M
Tudor Investment Corp Et Al Hedge fund	−1.1M −91.8%	100K	$2.8M

New positions

largest by value

Institution	Shares	Value June 30, 2026
Nearwater Capital Markets, Ltd	2.9M	$82.3M
Vaughan Nelson Investment Management, L.P.Active manager	2.5M	$70.3M
Avala Global LPHedge fund	2.2M	$62.5M
No Street Gp LP	1.2M	$33.3M
Apis Capital Advisors, LLC	1.0M	$28.6M
Worldquant Millennium Advisors LLCHedge fund	669K	$19.1M
Steadfast Capital Management LPHedge fund	664K	$19M
683 Capital Management, LLCHedge fund	615K	$17.6M
Ardmore Road Asset Management LP	500K	$14.3M
Mariner, LLC	398K	$11.4M

Sold out

largest by value

Institution	Shares	Value March 31, 2026
Squarepoint Ops LLCHedge fund	1.7M	$37.3M
Eminence Capital, LPHedge fund	725K	$15.9M
Jupiter Asset Management LtdActive manager	617K	$13.5M
Connor, Clark & Lunn Investment Management Ltd.	485K	$10.6M
Alyeska Investment Group, L.P.Hedge fund	414K	$9.1M
Capital Fund Management S.A.Hedge fund	353K	$7.7M
Tairen Capital Ltd	329K	$7.2M
Imc-Chicago, LLC	278K	$6.1M
Apeiron Capital Ltd	251K	$5.5M
Trexquant Investment LPHedge fund	166K	$3.7M

Who holds the shares

13F holdings at June 30, 2026

Institutions reporting: 557
Ten largest holders: 47.9%
Index fund managers: 21.8%
Active managers and hedge funds: 31.0%

Buying and selling by type of institution, March 31, 2026 to June 30, 2026
Type	Bought	Sold	New	Sold out	Net change in shares	Net %
Active managers and hedge funds	35	38	10	15	+2.9M	+2.6%
Index fund managers	9	1	0	0	+9.1M	+12.6%
Other institutions	253	197	92	60	+10.0M	+6.3%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

What these filings can and cannot tell you

Form 13F lists the long positions in US-listed shares held by investment managers with more than $100 million in such holdings. Managers file it up to 45 days after each quarter ends, so this page shows what funds held at the end of each quarter, not what they are doing now: a position may have changed since. Short positions, most derivatives and smaller managers are not included, and a cut can mean a fund lost clients or rebalanced rather than a view on Unity Software.

Only managers that filed a holdings report for both quarters are compared (621 here). 17 other holders are left out: first-time or late filers, firms that changed their SEC registration, and filings that withheld positions under confidential treatment, any of which would otherwise look like a new position or a sale. Figures are as reported by each manager in the SEC's quarterly 13F data sets; option positions are excluded.

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