UNYSEServices-Prepackaged SoftwareFiscal year ends December 31
Unity Software Inc.
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Aug 6, 2026
$40.58+0.18 (+0.45%)
Close on Oct 19, 2026
- Market cap
- $17.77B
- P/E (TTM)
- –
- Dividend yield
- –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
84.7%
373M of 440M shares
Institutional holders
563
115 new, 75 sold out
Net institutional buying
28M
In Q2 2026
Insider trades, 12 months
0 buys · 54 sales
Net sold $86.22M
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| Silver Lake Group, L.L.C. | 34,735,404 | 9.10% | 13G (passive) amendment | Dec 31, 2023 |
| Sequoia Capital Fund Management, L.P. ("sequoia Capital Fund Management") | 33,147,204 | 7.60% | 13G (passive) amendment | Dec 31, 2025 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of U | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| Silver Lake Group, L.L.C. | 34,735,404 | 7.89% | $992.74M | – | 21.68% |
| Sc US (Ttgp), Ltd. | 31,824,924 | 7.23% | $909.56M | – | 2.85% |
| BlackRock, Inc. | 23,380,305 | 5.31% | $668.21M | +4,446,103 | 0.01% |
| Vanguard Portfolio Management LLC | 20,466,738 | 4.65% | $584.94M | +1,878,845 | 0.03% |
| Vanguard Capital Management LLC | 17,205,571 | 3.91% | $491.74M | +1,648,470 | 0.01% |
| Slate Path Capital LP | 16,075,152 | 3.65% | $459.43M | +4,725,400 | 6.36% |
| Atreides Management, LP | 10,245,819 | 2.33% | $292.83M | −2,139,503 | 2.04% |
| D. E. Shaw & Co., Inc. | 9,082,560 | 2.06% | $259.58M | +1,064,499 | 0.12% |
| UBS Group AG | 8,241,936 | 1.87% | $235.55M | +5,540,028 | 0.03% |
| Aqr Capital Management LLC | 7,248,193 | 1.65% | $207.15M | +6,960,650 | 0.07% |
| State Street Corp | 6,816,900 | 1.55% | $194.83M | +885,284 | 0.01% |
| Point72 Asset Management, L.P. | 6,805,922 | 1.55% | $194.51M | +128,613 | 0.21% |
| Two Sigma Investments, LP | 6,750,900 | 1.53% | $192.94M | −1,157,799 | 0.14% |
| Geode Capital Management, LLC | 6,248,012 | 1.42% | $178.62M | +1,509 | 0.01% |
| FMR LLC | 5,813,235 | 1.32% | $166.14M | −108,530 | 0.01% |
| Wellington Management Group Llp | 5,710,223 | 1.30% | $163.20M | −4,208,188 | 0.03% |
| Norges Bank | 5,684,941 | 1.29% | $162.48M | New | 0.02% |
| Capital World Investors | 5,614,947 | 1.28% | $160.48M | +4,235,637 | 0.02% |
| Resolute Advisors LLC | 4,766,219 | 1.08% | $136.22M | +3,934,840 | 32.63% |
| Hood River Capital Management LLC | 4,736,216 | 1.08% | $135.36M | +242,463 | 0.98% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 563 | 373M | 84.7% | 115 / 196 | 162 / 75 | 76M | 48M |
| Q1 2026 | 528 | 345M | 78.4% | 107 / 204 | 140 / 175 | 128M | 99M |
| Q4 2025 | 604 | 352M | 80.0% | 132 / 204 | 180 / 70 | 51M | 47M |
| Q3 2025 | 549 | 348M | 79.1% | 158 / 160 | 147 / 51 | 52M | 53M |
| Q2 2025 | 445 | 349M | 79.4% | 98 / 149 | 125 / 76 | 52M | 33M |
| Q1 2025 | 426 | 330M | 75.1% | 85 / 140 | 125 / 68 | 75M | 44M |
| Q4 2024 | 411 | 301M | 68.3% | 100 / 111 | 134 / 78 | 46M | 49M |
| Q3 2024 | 399 | 311M | 70.7% | 70 / 119 | 138 / 95 | 75M | 36M |
| Q2 2024 | 429 | 290M | 65.8% | 68 / 149 | 134 / 104 | 33M | 53M |
| Q1 2024 | 471 | 310M | 70.5% | 79 / 162 | 149 / 134 | 54M | 28M |
| Q4 2023 | 530 | 284M | 64.6% | 116 / 150 | 183 / 81 | 58M | 23M |
| Q3 2023 | 500 | 250M | 56.7% | 76 / 178 | 143 / 73 | 19M | 25M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of U | Value | % of fund | As of |
|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund | 12,474,455 | 2.83% | $356.52M | 0.02% | Jun 30, 2026 |
| Vanguard Small-Cap Index Fund | 9,006,543 | 2.05% | $257.41M | 0.14% | Jun 30, 2026 |
| SMALLCAP World Fund Inc | 6,099,520 | 1.39% | $174.32M | 0.18% | Jun 30, 2026 |
| Vanguard Small-Cap Growth Index Fund | 5,194,259 | 1.18% | $148.45M | 0.32% | Jun 30, 2026 |
| Vanguard Information Technology Index Fund | 4,837,662 | 1.10% | $147.40M | 0.09% | May 31, 2026 |
| Vanguard Extended Market Index Fund | 4,004,989 | 0.91% | $114.46M | 0.12% | Jun 30, 2026 |
| Select Software and IT Services Portfolio | 3,153,485 | 0.72% | $96.09M | 1.28% | May 31, 2026 |
| Vanguard Explorer Fund | 2,734,446 | 0.62% | $86.71M | 0.39% | Jul 31, 2026 |
| T. Rowe Price Mid-Cap Growth Fund, Inc. | 2,238,106 | 0.51% | $63.97M | 0.28% | Jun 30, 2026 |
| Hood River Small-Cap Growth Fund | 2,236,152 | 0.51% | $63.91M | 0.96% | Jun 30, 2026 |
| iShares Expanded Tech-Software Sector ETF | 1,788,152 | 0.41% | $51.11M | 0.38% | Jun 30, 2026 |
| Fidelity Extended Market Index Fund | 1,785,454 | 0.41% | $54.40M | 0.13% | May 31, 2026 |
| New Economy Fund | 1,752,213 | 0.40% | $53.39M | 0.10% | May 31, 2026 |
| Growth Fund of America | 1,740,000 | 0.40% | $53.02M | 0.01% | May 31, 2026 |
| iShares Russell Mid-Cap ETF | 1,480,359 | 0.34% | $42.31M | 0.07% | Jun 30, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Matthew S. Bromberg | President and CEO, Director | 1,541,131 | 0.35% | Aug 26, 2026 |
| Alexander Blum | SVP, Chief Operating Officer | 673,802 | 0.15% | Sep 1, 2026 |
| Jarrod Yahes | SVP, Chief Financial Officer | 678,343 | 0.15% | Aug 26, 2026 |
| Rebecca Berenice Boyden | SVP, Chief Legal Officer | 308,505 | 0.07% | Aug 26, 2026 |
| Michael Lieb | Chief Accounting Officer | 38,948 | 0.01% | Aug 6, 2026 |
| Mark Barrysmith | Chief Accounting Officer | 370,654 | 0.08% | May 28, 2026 |
| Anirma Gupta | SVP, Chief Legal Officer | 625,719 | 0.14% | Oct 17, 2025 |
| Felix The | SVP Product & Technology, Grow | 514,467 | 0.12% | Mar 6, 2025 |
| Egon Durban | Director | 34,896,815 | 7.93% | Aug 11, 2026 |
| Roelof Botha | Director | 1,109,415 | 0.25% | Aug 10, 2026 |
| Slta Iv (Gp), L.L.C. | Director | – | – | May 15, 2026 |
| James M. Whitehurst | Director | 240,311 | 0.05% | May 15, 2026 |
| Barry Schuler | Director | 357,477 | 0.08% | May 15, 2026 |
| Daly Robynne Sisco | Director | 26,123 | 0.01% | May 15, 2026 |
| Silver Lake Technology Investors IV (Delaware II), L.P. | Director | – | – | May 15, 2026 |
| SLP Union Aggregator, L.P. | Director | 34,922,893 | 7.94% | May 15, 2026 |
| SLP Union GP, L.L.C. | Director | 34,960,942 | 7.94% | May 15, 2026 |
| Shlomo Dovrat | Director | 220,684 | 0.05% | May 15, 2026 |
| Keisha Smith | Director | 50,340 | 0.01% | May 15, 2026 |
| Bernard Jin Kim | Director | 47,238 | 0.01% | May 15, 2026 |
| Silver Lake Group, L.L.C. | Director | 34,944,766 | 7.94% | May 15, 2026 |
| Silver Lake Technology Associates IV, L.P. | Director | 35,241,879 | 8.01% | May 15, 2026 |
| Silver Lake Partners IV, L.P. | Director | 39,333,466 | 8.94% | May 15, 2026 |
| Tomer Bar-Zeev | Director | 1,633,007 | 0.37% | Dec 15, 2025 |
| David Helgason | Director | 5,746,808 | 1.31% | Dec 12, 2025 |
| Campbell Mary Schmidt | Director | 45,739 | 0.01% | Jun 13, 2025 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Alexander Blum SVP, Chief Operating Officer | Aug 28, 2026 | Sale(10b5-1 plan) | −31,609 | $43.38 | $1.37M | 673,802 |
| Alexander Blum SVP, Chief Operating Officer | Aug 28, 2026 | Sale(10b5-1 plan) | −11,947 | $43.86 | $524.00K | 661,855 |
| Alexander Blum SVP, Chief Operating Officer | Aug 27, 2026 | Sale(10b5-1 plan) | −1,964 | $44.81 | $88.01K | 705,411 |
| Alexander Blum SVP, Chief Operating Officer | Aug 25, 2026 | Sale(10b5-1 plan) | −1,140 | $45.93 | $52.36K | 707,375 |
| Alexander Blum SVP, Chief Operating Officer | Aug 25, 2026 | Sale(10b5-1 plan) | −19,455 | $45.27 | $880.73K | 708,515 |
| Rebecca Berenice Boyden SVP, Chief Legal Officer | Aug 25, 2026 | Sale | −940 | $45.26 | $42.54K | 308,505 |
| Rebecca Berenice Boyden SVP, Chief Legal Officer | Aug 25, 2026 | Sale | −92 | $45.92 | $4.22K | 308,413 |
| Matthew S. Bromberg President and CEO, Director | Aug 25, 2026 | Sale | −670 | $45.96 | $30.79K | 1,541,131 |
| Matthew S. Bromberg President and CEO, Director | Aug 25, 2026 | Sale | −15,713 | $45.28 | $711.48K | 1,541,801 |
| Jarrod Yahes SVP, Chief Financial Officer | Aug 25, 2026 | Sale | −1,200 | $45.95 | $55.14K | 678,343 |
| Jarrod Yahes SVP, Chief Financial Officer | Aug 25, 2026 | Sale | −24,817 | $45.28 | $1.12M | 679,543 |
| Egon Durban Director | Aug 7, 2026 | Other | +21,537 | – | – | 21,537 |
| Roelof Botha Director | Aug 7, 2026 | Other | +461,106 | – | – | 1,083,008 |
| Michael Lieb Chief Accounting Officer | Aug 4, 2026 | Award | +38,948 | – | – | 38,948 |
| Alexander Blum SVP, Chief Operating Officer | May 28, 2026 | Sale(10b5-1 plan) | −2,099 | $27.37 | $57.45K | 727,970 |
| Mark Barrysmith Chief Accounting Officer | May 26, 2026 | Sale | −13,247 | $27.18 | $360.05K | 370,654 |
| Rebecca Berenice Boyden SVP, Chief Legal Officer | May 26, 2026 | Sale | −952 | $27.20 | $25.89K | 309,445 |
| Matthew S. Bromberg CEO and President, Director | May 26, 2026 | Sale | −138,993 | $27.18 | $3.78M | 1,557,514 |
| Jarrod Yahes SVP, Chief Financial Officer | May 26, 2026 | Sale | −24,021 | $27.18 | $652.89K | 704,360 |
| Alexander Blum SVP, Chief Operating Officer | May 26, 2026 | Sale(10b5-1 plan) | −19,009 | $27.18 | $516.66K | 730,069 |
| SLP Union GP, L.L.C. Director | May 13, 2026 | Award | +16,176 | – | – | 80,846 |
| Roelof Botha Director | May 13, 2026 | Award | +13,201 | – | – | 26,407 |
| Shlomo Dovrat Director | May 13, 2026 | Award | +12,086 | – | – | 61,595 |
| Barry Schuler Director | May 13, 2026 | Award | +13,015 | – | – | 59,828 |
| Keisha Smith Director | May 13, 2026 | Award | +10,226 | – | – | 50,340 |
| Daly Robynne Sisco Director | May 13, 2026 | Award | +7,995 | – | – | 26,123 |
| Bernard Jin Kim Director | May 13, 2026 | Award | +7,995 | – | – | 22,738 |
| James M. Whitehurst Director | May 13, 2026 | Award | +8,181 | – | – | 0 |
| Bernard Jin Kim Director | May 1, 2026 | Award | +14,743 | – | – | 14,743 |
| Jarrod Yahes SVP, Chief Financial Officer | Mar 5, 2026 | Sale | −6,205 | $21.03 | $130.49K | 728,381 |
| Rebecca Berenice Boyden SVP, Chief Legal Officer | Mar 2, 2026 | Award | +45,146 | – | – | 310,397 |
| Alexander Blum SVP, Chief Operating Officer | Mar 2, 2026 | Award | +200,653 | – | – | 749,078 |
| Jarrod Yahes SVP, Chief Financial Officer | Mar 2, 2026 | Award | +200,653 | – | – | 734,586 |
| Matthew S. Bromberg CEO and President, Director | Mar 2, 2026 | Award | +503,966 | – | – | 1,696,507 |
| Alexander Blum SVP, Chief Operating Officer | Feb 27, 2026 | Sale(10b5-1 plan) | −2,541 | $18.76 | $47.67K | 548,425 |
| Jarrod Yahes SVP, Chief Financial Officer | Feb 25, 2026 | Sale | −12,196 | $18.07 | $220.38K | 533,933 |
| Mark Barrysmith Chief Accounting Officer | Feb 25, 2026 | Sale | −10,578 | $18.07 | $191.14K | 383,901 |
| Alexander Blum SVP, Chief Operating Officer | Feb 25, 2026 | Sale(10b5-1 plan) | −10,164 | $18.07 | $183.66K | 550,966 |
| Tomer Bar-Zeev Director | Dec 12, 2025 | Sale | −50,000 | $47.00 | $2.35M | 873,146 |
| Tomer Bar-Zeev Director | Dec 11, 2025 | Sale | −37,200 | $51.42 | $1.91M | 924,523 |
| Tomer Bar-Zeev Director | Dec 11, 2025 | Sale | −1,377 | $52.08 | $71.71K | 923,146 |
| Tomer Bar-Zeev Director | Dec 11, 2025 | Sale | −86,423 | $50.58 | $4.37M | 961,723 |
| David Helgason Director | Dec 11, 2025 | Sale(10b5-1 plan) | −93,312 | $51.16 | $4.77M | 5,739,173 |
| David Helgason Director | Dec 11, 2025 | Sale(10b5-1 plan) | −8,347 | $49.16 | $410.34K | 7,635 |
| David Helgason Director | Dec 11, 2025 | Sale(10b5-1 plan) | −300,000 | $49.16 | $14.75M | 5,439,173 |
| Mark Barrysmith Chief Accounting Officer | Dec 10, 2025 | Sale | −14,407 | $50.01 | $720.49K | 394,479 |
| David Helgason Director | Dec 10, 2025 | Sale(10b5-1 plan) | −306,688 | $50.16 | $15.38M | 5,832,485 |
| Tomer Bar-Zeev Director | Dec 1, 2025 | Sale(10b5-1 plan) | −187,130 | $41.80 | $7.82M | 1,111,016 |
| Tomer Bar-Zeev Director | Dec 1, 2025 | Sale(10b5-1 plan) | −62,870 | $42.32 | $2.66M | 1,048,146 |
| Alexander Blum SVP, Chief Operating Officer | Nov 28, 2025 | Sale(10b5-1 plan) | −1,988 | $42.47 | $84.43K | 561,130 |
| Jarrod Yahes SVP, Chief Financial Officer | Nov 26, 2025 | Sale | −27,742 | $42.79 | $1.19M | 546,129 |
| Alexander Blum SVP, Chief Operating Officer | Nov 25, 2025 | Sale | −13,322 | $42.11 | $560.99K | 565,368 |
| Alexander Blum SVP, Chief Operating Officer | Nov 25, 2025 | Sale | −2,250 | $42.46 | $95.54K | 563,118 |
| Alexander Blum SVP, Chief Operating Officer | Nov 25, 2025 | Sale | −25,121 | $40.89 | $1.03M | 578,690 |
| Matthew S. Bromberg CEO and President, Director | Nov 25, 2025 | Sale | −25,125 | $40.89 | $1.03M | 1,208,441 |
| Matthew S. Bromberg CEO and President, Director | Nov 25, 2025 | Sale | −11,251 | $42.04 | $472.99K | 1,197,190 |
| Matthew S. Bromberg CEO and President, Director | Nov 25, 2025 | Sale | −4,649 | $42.43 | $197.26K | 1,192,541 |
| Mark Barrysmith Chief Accounting Officer | Nov 25, 2025 | Sale | −600 | $42.47 | $25.48K | 408,886 |
| Mark Barrysmith Chief Accounting Officer | Nov 25, 2025 | Sale | −13,084 | $41.33 | $540.76K | 409,486 |
| Jarrod Yahes SVP, Chief Financial Officer | Nov 25, 2025 | Sale | −21,231 | $40.89 | $868.14K | 587,359 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Mark Barrysmith Former Affiliate | Aug 31, 2026 | 113,081 | $4.74M | Aug 31, 2026 | Employee Stock Option Exercise |
| Alexander Blum Officer | Aug 28, 2026 | 43,556 | $1.90M | Aug 28, 2026 | Restricted Stock Lapse |
| Alexander Blum Officer | Aug 27, 2026 | 1,964 | $88.01K | Aug 27, 2026 | Restricted Stock Lapse |
| Alexander Blum Officer | Aug 25, 2026 | 20,595 | $933.07K | Aug 25, 2026 | Restricted Stock Lapse - See Remarks |
| Rebecca Berenice Boyden Officer | Aug 25, 2026 | 1,032 | $46.77K | Aug 25, 2026 | Restricted Stock Lapse - See Remarks |
| Jarrod Yahes Officer | Aug 25, 2026 | 26,017 | $1.18M | Aug 25, 2026 | Restricted Stock Lapse - See Remarks |
| Matthew S. Bromberg Officer, Director | Aug 25, 2026 | 16,383 | $742.28K | Aug 25, 2026 | Restricted Stock Lapse - See Remarks |
| Shlomo Dovrat Former Director | Aug 19, 2026 | 58,598 | $2.74M | Aug 19, 2026 | Distribution In Kind |
| Shlomo Dovrat Former Director | Aug 12, 2026 | 50,000 | $2.16M | Aug 11, 2026 | Distribution In Kind |
| Mark Barrysmith Former Affiliate | Aug 5, 2026 | 50,000 | $1.80M | Aug 5, 2026 | RSU / PSU |
| Alexander Blum Officer | May 28, 2026 | 2,099 | $57.45K | May 28, 2026 | Restricted Stock Lapse |
| Matthew S. Bromberg Officer, Director | May 26, 2026 | 138,993 | $3.78M | May 26, 2026 | Restricted Stock Lapse - See Remarks |
| Rebecca Berenice Boyden Officer | May 26, 2026 | 952 | $25.90K | May 26, 2026 | Restricted Stock Lapse - See Remarks |
| Alexander Blum Officer | May 26, 2026 | 19,009 | $516.67K | May 26, 2026 | Restricted Stock Lapse - See Remarks |
| Mark Barrysmith Officer | May 26, 2026 | 13,247 | $360.02K | May 26, 2026 | Restricted Stock Lapse - See Remarks |