Unity Software Inc. (U)
What changed in recent filings
- Institutions — 1 new · 2 added · 2 reduced13F · as of end of 2026 Q2
What changed in recent SEC filings — factual, not a buy/sell recommendation.
Unity Software Inc. recent earnings releases
Based on SEC filings. The release date is the day the earnings filing (8-K) was accepted; for quarters where that filing was not found, the periodic report filing date is shown.
- 26Q2Released Aug 6, 2026Revenue +23.9% YoY · EPS $-0.05Released before the open: Aug 5 close → Aug 6 close, the stock moved +15.1% · over the same window, market -0.2% · sector +1.7%
- 26Q1Released May 7, 2026Revenue +16.8% YoY · EPS $-0.80Released before the open: May 6 close → May 7 close, the stock moved -2.0% · over the same window, market -0.3% · sector +0.0%
- 25Q4Released Feb 11, 2026Revenue +10.1% YoY · EPS $-0.21Released before the open: Feb 10 close → Feb 11 close, the stock moved -26.3% · over the same window, market +0.0% · sector -3.2%
- 25Q3Released Nov 5, 2025Revenue +5.4% YoY · EPS $-0.30Released before the open: Nov 4 close → Nov 5 close, the stock moved +18.1% · over the same window, market +0.3% · sector +0.7%
The next earnings release is estimated around Nov 4, 2026 (calculated from how long this company has taken between quarter end and filing; it is not a date announced by the company).
Institutions holding Unity Software Inc.
How many of the institutions we track reported holding this stock, quarter by quarter.
2020 Q3: 8 → 2026 Q2: 10 institutions
Counts the 52 institutions we track that reported holding this stock — their full reported holdings, not just the largest positions. Not the total number of institutional holders in the US. Figures are as of quarter-end and disclosed up to 45 days later. Descriptive only — not investment advice.
Which institutions hold Unity Software Inc.
Institutions we track that reported holding this stock in their most recent 13F.
- Silver Lake21.68% of portfolio · since 2020 Q3
- Sequoia Capital (SC US)2.85% of portfolio · since 2020 Q3
- PRIMECAP Managementunder 0.01% of portfolio · since 2020 Q3
- Tudor Investment Corpunder 0.01% of portfolio · since 2020 Q3
- Point72 Asset Management0.21% of portfolio · since 2024 Q4
- Temasek Holdings (Singapore)0.35% of portfolio · since 2025 Q2
- Duquesne Family Office0.41% of portfolio · since 2025 Q2
- Capital World Investors0.02% of portfolio · since 2026 Q1
- Caisse de depot (Quebec)under 0.01% of portfolio · since 2026 Q1
- Moore Capital ManagementNew this quarter0.10% of portfolio · since 2026 Q2
Based on 13F filings — quarter-end holdings, disclosed up to 45 days later. Holding a stock is a fact we report, not a recommendation to buy or sell.
Q2 2026 13F recap — stocks several institutions bought and sold together →Company overview
Unity Software Inc. is a software platform company that provides tools for creating, deploying, and operating interactive, real-time 2D and 3D content. Its products support developers across the full content lifecycle, from prototyping and production to live operations, user acquisition, and monetization. Unity Software Inc. serves a broad range of industries, including gaming, film, retail, automotive, architecture, engineering, and construction, with software designed for mobile devices, PCs, consoles, and extended reality hardware. The company’s platform is widely used by creators, artists, designers, and enterprises that build interactive experiences and immersive applications. Unity Software Inc. plays an important role in the digital content ecosystem by connecting development tools, distribution workflows, and monetization capabilities within a single platform.
What is the Media sector?
Streaming, entertainment, and ads. Subscriber growth is the key metric.
Unity Software Inc. is classified under the Media sector. See peers below.
Unity Software Inc. key financials
Based on SEC filings · as of Jun 30, 2026
Tap a metric name to see its meaning in the glossary.
Unity Software Inc. vs Media sector benchmark
Median of 13 representative sector stocks · SEC filings · factual comparison (not advice)
A simple comparison to the sector benchmark. Higher or lower doesn’t mean good/bad or buy/sell.
ETFs holding Unity Software Inc.
Per SEC N-PORT · 2026-06-30 · by weight · factual
U on Stocklore
- Revenue by segment — segment weights verified from SEC filings, YoY changes, growth drivers and concentration
- Financials & earnings quality — 6 metrics (FCF conversion, ROIC, net debt, etc.) to gauge profit quality
- 13F institutional holdings — holdings and weight changes of major institutions (45-day delay)
- Sector-relative metrics — Valuation and growth compared with the Media average
Peers · Media
U FAQ
What is Unity Software Inc. (U)?
Unity Software Inc. is a software platform company that provides tools for creating, deploying, and operating interactive, real-time 2D and 3D content. Its products support developers across the full content lifecycle, from prototyping and production to live operations, user acquisition, and monetization. Unity Software Inc. serves a broad range of industries, including gaming, film, retail, automotive, architecture, engineering, and construction, with software designed for mobile devices, PCs, consoles, and extended reality hardware. The company’s platform is widely used by creators, artists, designers, and enterprises that build interactive experiences and immersive applications. Unity Software Inc. plays an important role in the digital content ecosystem by connecting development tools, distribution workflows, and monetization capabilities within a single platform.
What sector is Unity Software Inc. in?
Unity Software Inc. is classified under Media. Streaming, entertainment, and ads. Subscriber growth is the key metric.
What are Unity Software Inc.'s key financials?
As of Jun 30, 2026 in SEC filings: Revenue growth (YoY) 14.0%, Operating margin -5.9%, Net margin -29.0%, ROE -12.4%. Definitions and interpretation are available on Stocklore.
Where can I analyze Unity Software Inc. (U) stock?
On Stocklore you can see U's financials & earnings quality, 13F institutional holdings, and sector-relative metrics in one place. This page is for information and tools — not a buy/sell recommendation.
Data sources: SEC EDGAR (financials & filings), 13F (institutional holdings, as of quarter-end), market data. This page is for information and analysis tools — it does not recommend buying or selling any security. Investment decisions and responsibility are your own.