Generalist · Minneapolis, MN
Disciplined Growth Investors INC /MN
Q1 2026 · compared with Q4 2025
- Software
- $912M
- Weight of 13F
- 18.7%
- Names
- 16
- Net bought
- +$76.5M
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
- AkamaiAKAM1,658,792 shares · 20.9% of their software · price +$45.8M$191M−$10.1M
- InterDigital, Inc.IDCC556,788 shares · 18.4% of their software · price −$9.1M$168M−$16.7M
- Alarm.com Holdings, Inc.ALRM3,268,986 shares · 15.5% of their software · price −$25.6M$141M−$7.6M
- Zeta GlobalZETA6,153,472 shares · 10.7% of their software · price −$27.3M$98.0M+$13.3M
- AutodeskADSK301,757 shares · 7.9% of their software · price −$17.1M$72.2M−$6.0M
- SPS CommerceSPSC810,938 shares · 5.0% of their software · price −$27.1M$45.1M−$3.0M
- IntuitINTU87,126 shares · 4.1% of their software · price −$20.0M$37.7M−$1.8M
- DoubleVerifyDV3,908,101 shares · 4.1% of their software · price −$7.6M$37.1M+$1.9M
- monday.comMNDY403,888 shares · 3.1% of their software · price −$31.7M$27.9M+$48.8M
- DynatraceDT658,723 shares · 2.7% of their software · price −$4.2M$24.4MNew · +$28.5M
- PowerFleet, Inc.AIOT7,316,172 shares · 2.5% of their software · price −$16.4M$22.5M−$3.2M
- GitLabGTLB909,547 shares · 2.2% of their software · price −$14.5M$19.7MNew · +$34.1M
- Paychex, Inc.PAYX143,000 shares · 1.4% of their software · price −$2.9M$13.2M−$1.2M
- eGain CorporationEGAN912,349 shares · 0.8% of their software · price −$2.2M$7.2MFlat
- Materialise NVMTLS1,135,387 shares · 0.6% of their software · price −$693K$5.6MFlat
- SoundThinking, Inc.SSTI196,468 shares · 0.1% of their software$1.3MFlat