Generalist · Minneapolis, MN
Disciplined Growth Investors INC /MN
- Software
- $893M
- Weight of 13F
- 15.0%
- Names
- 10
- Vs prior quarter
- +$340M
Filed 14 August 2026.
58 positions in the whole 13F.
Software held
- AkamaiAKAM1,635,207 shares · 21.7% of their software$193M+$2.8M
- Zeta GlobalZETA6,761,165 shares · 14.9% of their software$133M+$35.1M
- SPS CommerceSPSC2,123,881 shares · 13.6% of their software$121M+$76.3M
- DoubleVerifyDV9,689,140 shares · 11.8% of their software$105M+$67.9M
- GitLabGTLB3,308,421 shares · 11.3% of their software$101M+$81.3M
- monday.comMNDY1,263,335 shares · 10.2% of their software$91.5M+$63.5M
- AutodeskADSK309,345 shares · 6.7% of their software$60.1M−$12.1M
- DynatraceDT908,550 shares · 4.5% of their software$39.9M+$15.5M
- VeevaVEEV140,964 shares · 2.8% of their software$25.0MNew
- IntuitINTU86,019 shares · 2.5% of their software$22.5M−$15.2M