02 · Application
U
Unity Software Inc.
—
Session change on the industry table. Not a multi-day return.
- Market cap
- $19.2B
- Revenue
- $2.0B
- Cap / sales
- 9.5×
- Volume
- 8,273,257
Who owns it
- Quarter close
- $40
- Tracked value
- $8.7B
- Filers
- 111
- Net bought
- +$152M
Quarter ended 30 September 2025. One filer from each family. The book calls it Application. CUSIP 91332U101.
Bought this quarter
- Wellington Management GroupGeneralist+$163M$729M
- Susquehanna International GroupGeneralist+$71.5M$127M
- Massachusetts Financial Services COGeneralist+$64.2M$106M
- Jane Street GroupGeneralist+$63.9M$174M
- Hood River Capital ManagementGeneralist+$56.1M$111M
Largest holders
- Silver Lake GroupCrossover$1.4B34,735,404
- Sc US (ttgp)Generalist$1.3B31,932,183
- BlackRockPassive$945M23,603,010
- Wellington Management GroupGeneralist$729M18,213,875
- Slate Path CapitalGeneralist$428M10,690,852
- FidelityGeneralist$276M6,892,354
- Atreides ManagementGeneralist$245M6,111,553
- State StreetPassive$235M5,877,559
Quarter history
From June 2016 where this CUSIP was on a tracked filing. A newer CIK, or a name that changed CUSIP, is a shorter record.
- Q2 2026117 filers · $29$8.0B+$326M
- Q1 2026114 filers · $22$5.7B+$1.1B
- Q4 2025115 filers · $44$9.9B+$66.6M
- Q3 2025111 filers · $40$8.7B+$152M
- Q2 2025104 filers · $24$5.3B+$339M
- Q1 2025102 filers · $20$4.0B+$217M
- Q4 202499 filers · $22$4.3B+$544M
- Q3 202488 filers · $23$3.8B−$127M
- Q2 2024100 filers · $16$2.9B+$292M
- Q1 2024101 filers · $27$4.4B−$25.9M
- Q4 2023106 filers · $41$6.8B+$839M
- Q3 2023107 filers · $31$4.4B−$259M
- Q2 2023106 filers · $43$6.3B+$296M
- Q1 2023104 filers · $32$4.4B−$113M
- Q4 2022102 filers · $29$4.0B+$84.9M
- Q3 2022107 filers · $32$3.4B−$135M
- Q2 2022105 filers · $37$5.2B+$841M
- Q1 2022107 filers · $99$13.2B+$130M
- Q4 2021111 filers · $143$18.7B+$318M
- Q3 202198 filers · $126$16.0B+$1.3B
- Q2 202188 filers · $110$12.6B+$44.1M
- Q1 202182 filers · $100$11.5B−$2.5B
- Q4 202077 filers · $153$20.1B+$289M
- Q3 202053 filers · $87$11.1B+$11.1B
- Q2 20201 filer$27.2M—
