Generalist · New York, NY
Pzena Investment Management LLC
- Software
- $929M
- Weight of 13F
- 3.0%
- Names
- 10
- Vs prior quarter
- +$272M
Filed 7 August 2026.
195 positions in the whole 13F.
Software held
- SS&CSSNC11,036,568 shares · 73.7% of their software$685M+$29.4M
- WorkdayWDAY1,971,270 shares · 26.0% of their software$241MNew
- SAPSAP6,554 shares · 0.1% of their software$1.0MNew
- ToastTOST10,945 shares · 0.0% of their software$304KNew
- OracleORCL2,076 shares · 0.0% of their software$304KNew
- AutodeskADSK1,506 shares · 0.0% of their software$293KFlat
- MicrosoftMSFT755 shares · 0.0% of their software$282KFlat
- SalesforceCRM1,502 shares · 0.0% of their software$235KNew
- AdobeADBE1,094 shares · 0.0% of their software$224KFlat
- DocuSignDOCU4,510 shares · 0.0% of their software$200KFlat