01 · Who owns it

The software investor book

134 names in the ownership book. 52 active filers in the default cut, plus 46 private firms that do not show a material 13F. The full application and infrastructure lists, and the session index, sit on Universe and Index.

Q2 2026 · ended 30 June 2026 · compared with 31 March 2026

Added to the software book

  1. PeakShares LLC+$13.1B
  2. Bamco INC /ny/+$1.8B
  3. Sanders Capital, LLC+$1.1B
  4. Jennison Associates LLC+$1.1B
  5. Employees Provident Fund Board+$1.1B
  6. Alyeska Investment Group, L.P.+$1.1B

Cut from the software book

  1. Tiger Global Management LLC−$963M
  2. Generation Investment Management LLP−$933M
  3. Iconiq Capital, LLC−$508M
  4. Clearbridge Investments, LLC−$490M
  5. Dragoneer Investment Group, LLC−$442M
  6. Ninety One UK LTD−$309M

52 firms