Unity Software Inc. (U) shareholders
UNYSEServices-Prepackaged SoftwareFiscal year ends December 31
Financials through Q3 FY2026, quarter ended Sep 30, 2026Last filing: 10-Q on Nov 5, 2026Score 4/30691% above fair value
$52.81+2.63 (+5.24%)
Close on Nov 13, 2026Market cap $23.24BP/E –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 · 49 sales
Net sold $79.31M
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. Joint filing with Silver Lake Technology Associates IV, L.P. (9.10%), Slta Iv (Gp), L.L.C. (9.10%) and 1 more | 34,735,404 | 9.10% | 13G (passive) amendment | Dec 31, 2023 |
| Sequoia Capital Fund Management, L.P. ("sequoia Capital Fund Management") Joint filing with Sc US (Ttgp), Ltd. ("sc US (Ttgp)") (7.60%), Sequoia Capital Fund, L.P. ("scf") (6.90%) | 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)
324 funds held U in Q2 2026, 56% of their shares through ETFs. Each fund counts once per quarter, from its quarter-end report.
| 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 | 1,441,131 | 0.33% | Nov 10, 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 |
| Roelof Botha | Director | 2,274,073 | 0.52% | Oct 15, 2026 |
| Egon Durban | Director | 34,896,815 | 7.93% | Aug 11, 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 |
|---|---|---|---|---|---|---|
| Matthew S. Bromberg President and CEO, Director | Nov 6, 2026 | Sale(10b5-1 plan) | −100,000 | $51.30 | $5.13M | 1,441,131 |
| Roelof Botha Director | Oct 13, 2026 | Other | +1,164,658 | – | – | 2,247,666 |
| 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 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Short interest
Shares sold short and not yet bought back, as of Oct 30, 2026 (FINRA, reported twice a month)
Short % of float
8.89%
31M shares short
Days to cover
4.1
At 8M shares a day
Change since last report
+10.8%
From 28M shares
Short volume, 20 days
36.0%
Of volume reported to FINRA
Shares sold short, last 12 months
Short sale volume counts trades marked short on any given day, including market-maker hedging, so it runs far higher than the share of Unity Software's stock actually held short. Settlement fails (shares not delivered on time) peaked at 10,871 shares on Sep 17, 2026 over the last 90 days.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Matthew S. Bromberg Officer, Director | Nov 6, 2026 | 100,000 | $5.13M | Nov 6, 2026 | Restricted Stock Lapse |
| 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 |
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