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Companies / Technology / Unity Software Inc.
U

Unity Software Inc.

TechnologyPrepackaged Software
Ticker USAN FRANCISCO, CAFiscal year ends DecemberBook value per share $6.96Diluted shares 436.1M

Unity Software Inc. (NYSE: U) operates as the leading platform for developing, deploying, and growing games and interactive experiences across all major platforms including mobile, PC, console, and extended reality. The company's website is www.unity.com. From the company’s description.

Fiscal year 2025 · ends 12-31Changes are against fiscal 2024The amber dot is the latest twelve months, to 2026-06-30
Sales & profitability
$1.85B
+2.0% year over year
Last 12 mo $2.03B
-25.90%
+15.7 percentage points
Last 12 mo -30.37%
$-401.49M
+39.6% year over year
Last 12 mo $-585.82M
-12.44%
+8.4 percentage points
Last 12 mo -19.37%
Cash & financing
$422.95M
+34.0% year over year
Last 12 mo $553.74M
$403.93M
+41.2% year over year
Last 12 mo $538.39M
0.69
Was 0.70× a year earlier
Last 12 mo 0.74
420.9M
+6.3% year over year
Last 12 mo 436.1M

Margins and return on equity change in ; everything else in percent. Fewer shares and less debt are shown plainly, not as bad news — it depends what you make of buybacks. Dotted labels explain each measure. is shown separately from the annual figures.

What Unity Software Inc. does

In the company’s own words

Unity Software Inc. (NYSE: U) operates as the leading platform for developing, deploying, and growing games and interactive experiences across all major platforms including mobile, PC, console, and extended reality. The company's website is www.unity.com.

Unity's business is organized into two complementary solution sets. Create Solutions provide developers with comprehensive tools and services to build, ship, and run high-definition real-time 2D and 3D content. These offerings include a custom real-time 3D engine, development environment, AI-driven content creation tools, graphics and animation capabilities, networking infrastructure, and cloud services for asset management and multiplayer support. Create Solutions serve not only the gaming industry but also automotive, retail, manufacturing, healthcare, public sector, and robotics sectors. Grow Solutions primarily consist of advertising and monetization products that enable customers to acquire users and generate revenue from their content, including mediation platforms, ad networks such as the Unity Ad Network powered by Unity Vector, and publishing solutions through Supersonic from Unity. The company also offers Aura from Unity for app discovery and user engagement.

The platform serves a globally diverse customer base ranging from large enterprises to independent developers and individual creators. Unity maintains a substantial competitive advantage through its large, active, and highly engaged global community of real-time 3D creators, supported by strategic partnerships with major platform providers that facilitate seamless content deployment.

As of December 31, 2025, Unity employed 4,412 full-time employees across 25 offices in 16 countries, with approximately 77 percent located outside the United States. The company maintains significant technical depth, with 2,887 employees in technical roles representing approximately 65 percent of total headcount. Unity holds 204 issued utility patents in the United States and 29 in non-U.S. jurisdictions, along with numerous trademark registrations protecting its intellectual property portfolio. The company has undergone significant business realignment, focusing on its Strategic Portfolio centered on the Unity Engine and related consumption services while exiting non-core businesses.

Company details
Sector
Technology
Industry
Prepackaged Software
Headquarters
SAN FRANCISCO, CA
Fiscal year end
December
CIK
1810806
SIC
7372

Financial performance, year by year

Fiscal 2020–2025 · USD
$-1.23B$-298.13M$633.91M$1.57B$2.50B202020212022202320242025Last 12 moLast 12 monthsLast 12 months

The full income statement, balance sheet and cash flow for each of these years — every figure traceable to its filing — is on the Financials tab with a free account.

Ownership

Who owns Unity Software Inc. — and what changed

Funds as of 2026Q2 · superinvestors as of 2026-06-30

311
funds hold it
1 of 35
superinvestors hold it
$2.73B
held by funds, at market
21.6%
of shares held by funds
2
bond issues held by funds

Superinvestors in Unity Software Inc. · what they did last quarter

Stanley DruckenmillerUNCHANGED
Duquesne Family Office
0.5%of 13F portfolio

Share of each manager’s reported 13F portfolio. Change is in shares held, since the previous quarter.

Largest fund holders · Unity Software Inc.’s weight in each

VANGUARD TOTAL STOCK MARKET INDEX FUND
VTI · VANGUARD INDEX FUNDS
0.02%of fund net assets
VANGUARD SMALL-CAP INDEX FUND
VB · VANGUARD INDEX FUNDS
0.14%of fund net assets
0.18%of fund net assets
VANGUARD SMALL-CAP GROWTH INDEX FUND
VBK · VANGUARD INDEX FUNDS
0.32%of fund net assets
0.09%of fund net assets

Fund ownership is a floor, not a census — pensions, insurers and people holding shares directly are not visible here.

Unity Software Inc.’s bonds, as funds hold them

Funds report holding 2 issues of Unity Software Inc.’s debt, $110.19M at market value — what funds hold, not the company’s total debt. Weighted-average coupon 0.00%, maturing 2026 to 2030.

Fund ownership counts N-PORT filers only, so it is a floor rather than a census — pensions, insurers and direct holders are not visible here, and the remainder is not “held by individuals”.

Fund ownership is a subset of institutional 13F ownership — the two describe overlapping populations and must not be added together.

Every fund and institutional holder, quarter by quarter, is on the Ownership tab with a free account.

Connected research

Put this business in context.

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  • “How do Unity Software Inc. and its peers compare on margins and cash generation over ten years?”
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