Beneficial Ownership Report · SCHEDULE 13G/A
Unity Software Inc.
UNYSEEQUITYCurrent
Beneficial Ownership Report
Structured filing — SCHEDULE 13G/A
primary_doc.xml
Amendment · This filing reports the amendment as submitted.
Subject company
- Company
- Unity Software Inc.
- Company CIK
- 0001810806
- Street
- 116 New Montgomery Street
- City
- San Francisco
- State / country code
- CA
- Postal code
- 94105-3607
Statement details
- Amendment number
- 5
- Security class
- Common Stock, par value $0.000005 per share
- Event date
- 09/30/2026
- Rule designation
- Rule 13d-1(d)
Reporting person 1
- Name
- SEQUOIA CAPITAL FUND, L.P. ("SCF")
- Citizenship / organization
- E9
- Reporting person type
- PN
- Aggregate amount owned
- 0
- Percent of class
- 0
- Sole voting power
- 0
- Shared voting power
- 0
- Sole dispositive power
- 0
- Shared dispositive power
- 0
- Aggregate excludes certain shares
- N
- Comments
- The information set forth on this cover page reflects information as of the date hereof. As of September 30, 2026, 21,345,346 shares were directly owned by SCF. Based on a total of 443,828,709 shares of Common Stock outstanding as of October 28, 2026, as reported in the Issuer's Quarterly Report on Form 10-Q filed with the Securities and Exchange Commission on November 5, 2026.
Reporting person 2
- Name
- SEQUOIA CAPITAL DIV-2022, L.P. ("SC DIV-2022")
- Citizenship / organization
- E9
- Reporting person type
- PN
- Aggregate amount owned
- 1,227,156
- Percent of class
- 0.3
- Sole voting power
- 0
- Shared voting power
- 1,227,156
- Sole dispositive power
- 0
- Shared dispositive power
- 1,227,156
- Aggregate excludes certain shares
- N
- Comments
- The information set forth on this cover page reflects information as of the date hereof. 1,227,156 shares, of which 1,227,156 are shares of Common Stock issuable on conversion of the Issuer's 2.0% Convertible Senior Notes due 2027. Based on a total of 443,828,709 shares of Common Stock outstanding as of October 28, 2026, as reported in the Issuer's Quarterly Report on Form 10-Q filed with the Securities and Exchange Commission on November 5, 2026.
Reporting person 3
- Name
- SEQUOIA CAPITAL FUND PARALLEL, LLC ("SCFP")
- Citizenship / organization
- DE
- Reporting person type
- OO
- Aggregate amount owned
- 0
- Percent of class
- 0
- Sole voting power
- 0
- Shared voting power
- 0
- Sole dispositive power
- 0
- Shared dispositive power
- 0
- Aggregate excludes certain shares
- N
- Comments
- The information set forth on this cover page reflects information as of the date hereof. As of September 30, 2026, 2,272,857 shares were directly owned by SCFP. Based on a total of 443,828,709 shares of Common Stock outstanding as of October 28, 2026, as reported in the Issuer's Quarterly Report on Form 10-Q filed with the Securities and Exchange Commission on November 5, 2026.
Reporting person 4
- Name
- SEQUOIA CAPITAL FUND MANAGEMENT, L.P. ("SEQUOIA CAPITAL FUND MANAGEMENT")
- Citizenship / organization
- E9
- Reporting person type
- PN
- Aggregate amount owned
- 1,227,156
- Percent of class
- 0.3
- Sole voting power
- 0
- Shared voting power
- 1,227,156
- Sole dispositive power
- 0
- Shared dispositive power
- 1,227,156
- Aggregate excludes certain shares
- N
- Comments
- The information set forth on this cover page reflects information as of the date hereof. 1,227,156 shares, of which 1,227,156 are shares of Common Stock issuable on conversion of the Issuer's 2.0% Convertible Senior Notes due 2027, are directly owned by SC DIV-2022. SEQUOIA CAPITAL FUND MANAGEMENT is the general partner of SC DIV-2022. As of September 30, 2026, 24,845,359 shares, of which 2,272,857 shares are directly owned by SCFP, 21,345,346 shares are directly owned by SCF, and 1,227,156 shares, of which 1,227,156 are shares of Common Stock issuable on conversion of the Issuer's 2.0% Convertible Senior Notes due 2027, are directly owned by SC DIV-2022. SEQUOIA CAPITAL FUND MANAGEMENT is the general partner of SCF and SC DIV-2022, and the manager of SCFP. Based on a total of 443,828,709 shares of Common Stock outstanding as of October 28, 2026, as reported in the Issuer's Quarterly Report on Form 10-Q filed with the Securities and Exchange Commission on November 5, 2026.
Reporting person 5
- Name
- SC US (TTGP), LTD. ("SC US (TTGP)")
- Citizenship / organization
- E9
- Reporting person type
- OO
- Aggregate amount owned
- 1,227,156
- Percent of class
- 0.3
- Sole voting power
- 0
- Shared voting power
- 1,227,156
- Sole dispositive power
- 0
- Shared dispositive power
- 1,227,156
- Aggregate excludes certain shares
- N
- Comments
- The information set forth on this cover page reflects information as of the date hereof. 1,227,156 shares, of which 1,227,156 are shares of Common Stock issuable on conversion of the Issuer's 2.0% Convertible Senior Notes due 2027, are directly owned by SC DIV-2022. SEQUOIA CAPITAL FUND MANAGEMENT is the general partner of SC DIV-2022. SC US (TTGP) is the general partner of SEQUOIA CAPITAL FUND MANAGEMENT. As of September 30, 2026, 24,845,359 shares, of which 2,272,857 shares are directly owned by SCFP, 21,345,346 shares are directly owned by SCF, and 1,227,156 shares, of which 1,227,156 are shares of Common Stock issuable on conversion of the Issuer's 2.0% Convertible Senior Notes due 2027, are directly owned by SC DIV-2022. SEQUOIA CAPITAL FUND MANAGEMENT is the general partner of SCF and SC DIV-2022, and the manager of SCFP. SC US (TTGP) is the general partner of SEQUOIA CAPITAL FUND MANAGEMENT. Based on a total of 443,828,709 shares of Common Stock outstanding as of October 28, 2026, as reported in the Issuer's Quarterly Report on Form 10-Q filed with the Securities and Exchange Commission on November 5, 2026.
Item 1
Issuer
Unity Software Inc.
Principal executive office address
116 New Montgomery Street, San Francisco, California 94105-3607
Item 2
Citizenship
SCF, SC DIV-2022, SEQUOIA CAPITAL FUND MANAGEMENT, SC US (TTGP): Cayman Islands; SCFP: Delaware
Filing person
Sequoia Capital Fund, L.P. Sequoia Capital DIV-2022, L.P. Sequoia Capital Fund Parallel, LLC Sequoia Capital Fund Management, L.P. SC US (TTGP), Ltd. The general partner of SCF and SC DIV-2022, and the manager of SCFP is SEQUOIA CAPITAL FUND MANAGEMENT. SC US (TTGP) is the general partner of SEQUOIA CAPITAL FUND MANAGEMENT.
Principal business or residence address
2800 Sand Hill Road, Suite 101 Menlo Park, CA 94025
Item 3
Not applicable indication
Y
Item 4
Percent of class
0.3%. Based on a total of 443,828,709 shares of Common Stock outstanding as of October 28, 2026, as reported in the Issuer's Quarterly Report on Form 10-Q filed with the Securities and Exchange Commission on November 5, 2026.
Amount beneficially owned
1,227,156 shares, of which 1,227,156 are shares of Common Stock issuable on conversion of the Issuer's 2.0% Convertible Senior Notes due 2027, are directly owned by SC DIV-2022. SEQUOIA CAPITAL FUND MANAGEMENT is the general partner of SC DIV-2022. SC US (TTGP) is the general partner of SEQUOIA CAPITAL FUND MANAGEMENT.
Sole voting power
0
Shared voting power
SCF: 0 SC DIV-2022: 1,227,156 shares, of which 1,227,156 are shares of Common Stock issuable on conversion of the Issuer's 2.0% Convertible Senior Notes due 2027. SCFP: 0 SEQUOIA CAPITAL FUND MANAGEMENT: 1,227,156 shares, of which 1,227,156 are shares of Common Stock issuable on conversion of the Issuer's 2.0% Convertible Senior Notes due 2027, are directly owned by SC DIV-2022. SEQUOIA CAPITAL FUND MANAGEMENT is the general partner of SC DIV-2022. SC US (TTGP): 1,227,156 shares, of which 1,227,156 are shares of Common Stock issuable on conversion of the Issuer's 2.0% Convertible Senior Notes due 2027, are directly owned by SC DIV-2022. SEQUOIA CAPITAL FUND MANAGEMENT is the general partner of SC DIV-2022. SC US (TTGP) is the general partner of SEQUOIA CAPITAL FUND MANAGEMENT.
Sole dispositive power
0
Shared dispositive power
SCF: 0 SC DIV-2022: 1,227,156 shares, of which 1,227,156 are shares of Common Stock issuable on conversion of the Issuer's 2.0% Convertible Senior Notes due 2027. SCFP: 0 SEQUOIA CAPITAL FUND MANAGEMENT: 1,227,156 shares, of which 1,227,156 are shares of Common Stock issuable on conversion of the Issuer's 2.0% Convertible Senior Notes due 2027, are directly owned by SC DIV-2022. SEQUOIA CAPITAL FUND MANAGEMENT is the general partner of SC DIV-2022. SC US (TTGP): 1,227,156 shares, of which 1,227,156 are shares of Common Stock issuable on conversion of the Issuer's 2.0% Convertible Senior Notes due 2027, are directly owned by SC DIV-2022. SEQUOIA CAPITAL FUND MANAGEMENT is the general partner of SC DIV-2022. SC US (TTGP) is the general partner of SEQUOIA CAPITAL FUND MANAGEMENT.
Item 5
Not applicable indication
N
Ownership of 5% or less
Y
Item 6
Not applicable indication
Y
Item 7
Not applicable indication
Y
Item 8
Not applicable indication
Y
Item 9
Not applicable indication
Y
Item 10
Not applicable indication
Y
Signature 1
- Reporting person
- SEQUOIA CAPITAL FUND, L.P. ("SCF")
- Signed
- /s/ Jung Yeon Son
- Title
- Jung Yeon Son, Authorized Signatory
- Date
- 11/13/2026
Signature 2
- Reporting person
- SEQUOIA CAPITAL DIV-2022, L.P. ("SC DIV-2022")
- Signed
- /s/ Jung Yeon Son
- Title
- Jung Yeon Son, Authorized Signatory
- Date
- 11/13/2026
Signature 3
- Reporting person
- SEQUOIA CAPITAL FUND PARALLEL, LLC ("SCFP")
- Signed
- /s/ Jung Yeon Son
- Title
- Jung Yeon Son, Authorized Signatory
- Date
- 11/13/2026
Signature 4
- Reporting person
- SEQUOIA CAPITAL FUND MANAGEMENT, L.P. ("SEQUOIA CAPITAL FUND MANAGEMENT")
- Signed
- /s/ Jung Yeon Son
- Title
- Jung Yeon Son, Authorized Signatory
- Date
- 11/13/2026
Signature 5
- Reporting person
- SC US (TTGP), LTD. ("SC US (TTGP)")
- Signed
- /s/ Jung Yeon Son
- Title
- Jung Yeon Son, Authorized Signatory
- Date
- 11/13/2026
Company context
Unity [NYSE: U] offers a suite of tools to develop, deploy, and grow games and interactive experiences across all major platforms from mobile, PC, and console, to extended reality. For more information, visit Unity.com. © 2026 Unity Technologies U N I T Y. C O M 3 ─────────────────────────────────────────────────────────── UNITY SOFTWARE INC. CONDENSED CONSOLIDATED BALANCE SHEETS (In thousands, except share par value) (Unaudited) As of September 30, 2026 December 31, 2025 Assets Current assets: Cash and cash equivalents $ 2,646,439 $ 2,055,840 Accounts receivable, net 833,522 643,611 Prepaid expenses and other 91,200 113,012 Total current assets 3,571,161 2,812,463 Property and equipment, net 46,407 68,289 Goodwill 3,155,607 3,166,304 Intangible assets, net 86,403 650,544 Other assets 104,512 140,006 Total assets $ 6,964,090 $ 6,837,606 Liabilities and stockholders' equity Current liabilities: Accounts payable $ 18,161 $ 13,981 Accrued expenses and other 312,060 299,541 Publisher payables 513,236 431,494 Deferred revenue 248,652 224,405 Current portion of convertible notes 557,540 556,451 Total current liabilities 1,649,649 1,525,872 Convertible notes 1,680,905 1,678,899 Long-term deferred revenue 20,895 14,038 Other long-term liabilities 84,164 122,660 Total liabilities 3,435,613 3,341,469 Commitments and contingencies Redeemable noncontrolling interests 273,279 252,637 Stockholders' equity: Common stock, $0.000005 par value: Authorized shares - 1,000,000 and 1,000,000 Issue