Generalist · New York, NY
Bamco INC /ny/
- Software
- $6.5B
- Weight of 13F
- 10.0%
- Names
- 30
- Vs prior quarter
- +$1.8B
Filed 14 August 2026.
345 positions in the whole 13F.
Software held
- ShopifySHOP11,155,546 shares · 19.5% of their software$1.3B+$714M
- GuidewireGWRE8,994,456 shares · 17.0% of their software$1.1B+$120M
- FactSetFDS4,200,856 shares · 14.8% of their software$967M+$151M
- VeriskVRSK4,702,605 shares · 13.0% of their software$844M+$368M
- CoStarCSGP21,626,763 shares · 9.4% of their software$612M−$45.6M
- MorningstarMORN3,499,146 shares · 8.4% of their software$546M+$418M
- SamsaraIOT7,881,752 shares · 3.9% of their software$256M+$93.4M
- DatadogDDOG508,356 shares · 2.0% of their software$132M+$63.0M
- CloudflareNET471,598 shares · 1.8% of their software$116M+$21.3M
- CrowdStrikeCRWD126,394 shares · 1.5% of their software$96.5M+$53.3M
- SnowflakeSNOW341,931 shares · 1.3% of their software$87.0M+$26.9M
- DynatraceDT1,569,714 shares · 1.1% of their software$68.9M−$10.9M