Generalist · San Mateo, CA
Fuller & Thaler Asset Management, INC.
- Software
- $1.3B
- Weight of 13F
- 4.0%
- Names
- 24
- Vs prior quarter
- +$447M
Filed 12 August 2026.
504 positions in the whole 13F.
Software held
- DigitalOceanDOCN2,631,342 shares · 32.1% of their software$413M+$193M
- ACI WorldwideACIW2,732,368 shares · 10.7% of their software$137M+$49.2M
- JFrogFROG1,030,226 shares · 7.3% of their software$93.6MNew
- TeradataTDC2,377,892 shares · 6.4% of their software$82.4M+$23.6M
- BILLBILL2,053,400 shares · 5.8% of their software$74.3M−$2.2M
- FactSetFDS301,875 shares · 5.4% of their software$69.5MNew
- ServiceTitanTTAN899,655 shares · 4.9% of their software$63.6M+$8.6M
- DynatraceDT1,225,311 shares · 4.2% of their software$53.8MNew
- PaymentusPAY1,946,392 shares · 3.6% of their software$47.0MFlat
- WorkivaWK943,485 shares · 3.6% of their software$45.8M−$9.2M
- FlywireFLYW2,354,573 shares · 3.2% of their software$41.4MNew
- FastlyFSLY2,190,081 shares · 3.1% of their software$40.2M−$22.6M