Generalist · Minneapolis, MN
Disciplined Growth Investors INC /MN
Q4 2025 · compared with Q3 2025
- Software
- $996M
- Weight of 13F
- 19.1%
- Names
- 15
- Net bought
- −$36.8M
Filed 17 February 2026 · SEC filing.
61 positions in the whole 13F.
Quarters on file
Each quarter on file, back to June 2016 when the filing exists. Net bought is the share change from the previous quarter at that quarter’s close. A split that leaves the dollar value in place counts as flat.
- Q2 202616 names$1.3B+$275M
- Q1 202616 names$912M+$76.5M
- Q4 202515 names$996M−$36.8M
- Q3 202514 names$1.1B+$75.7M
- Q2 202513 names$917M−$31.2M
- Q1 202513 names$900M+$45.6M
- Q4 202413 names$930M+$5.5M
- Q3 202413 names$828M+$58.8M
- Q2 202411 names$744M+$44.7M
- Q1 202411 names$749M+$92.1M
- Q4 202310 names$644M−$39.8M
- Q3 202310 names$595M−$9.9M
- Q2 202310 names$570M−$14.3M
- Q1 202310 names$538M−$95.6M
- Q4 202210 names$592M−$16.0M
- Q3 202210 names$614M−$12.0M
- Q2 202210 names$674M+$8.6M
- Q1 202212 names$795M+$10.6M
- Q4 202112 names$908M−$14.2M
- Q3 202110 names$849M−$71.4M
- Q2 202112 names$927M−$28.6M
- Q1 202111 names$861M−$23.8M
- Q4 202010 names$913M−$55.8M
- Q3 202011 names$819M−$32.5M
- Q2 202012 names$833M−$251M
- Q1 202012 names$867M−$39.8M
- Q4 201911 names$1.0B+$15.9M
- Q3 201911 names$977M−$22.2M
- Q2 201911 names$1.0B−$75.1M
- Q1 201911 names$1.0B−$58.5M
- Q4 201811 names$883M−$50.6M
- Q3 201811 names$1.1B+$14.7M
- Q2 201811 names$960M−$18.0M
- Q1 201810 names$916M−$34.3M
- Q4 201710 names$901M−$2.1M
- Q3 201710 names$830M+$14.3M
- Q2 20179 names$778M−$19.8M
- Q1 201710 names$778M+$148M
- Q4 201610 names$781M+$6.9M
- Q3 201610 names$750M−$9.8M
- Q2 201610 names$714M—
What moved the book
The five software lines with the largest share change this quarter.
Software held
- InterDigital, Inc.IDCC609,153 shares · 19.5% of their software · price −$16.4M$194M−$62.8M
- Alarm.com Holdings, Inc.ALRM3,417,517 shares · 17.5% of their software · price −$7.0M$174M+$4.5M
- AkamaiAKAM1,774,883 shares · 15.5% of their software · price +$20.4M$155M+$2.3M
- Zeta GlobalZETA5,500,408 shares · 11.2% of their software · price +$2.6M$112M−$12.2M
- AutodeskADSK321,967 shares · 9.6% of their software · price −$7.0M$95.3MFlat
- SPS CommerceSPSC844,613 shares · 7.6% of their software · price −$12.7M$75.3M+$5.4M
- IntuitINTU89,795 shares · 6.0% of their software · price −$1.8M$59.5M−$830K
- DoubleVerifyDV3,738,393 shares · 4.3% of their software · price −$2.0M$42.8M+$10.1M
- PowerFleet, Inc.AIOT7,918,934 shares · 4.2% of their software · price +$634K$42.1M+$3.0M
- Paychex, Inc.PAYX153,351 shares · 1.7% of their software · price −$2.2M$17.2MFlat
- monday.comMNDY72,949 shares · 1.1% of their software · price −$3.4M$10.8MNew · +$14.1M
- eGain CorporationEGAN935,270 shares · 1.0% of their software · price +$1.5M$9.6M+$579K
- Materialise NVMTLS1,173,846 shares · 0.7% of their software$6.5M+$922K
- SoundThinking, Inc.SSTI195,941 shares · 0.2% of their software · price −$790K$1.6M−$2.6M
- MicrosoftMSFT672 shares · 0.0% of their software$325KFlat