Generalist · London, United Kingdom
Schroder Investment Management Group
Q4 2024 · compared with Q3 2024
- Software
- $12.8B
- Weight of 13F
- 12.3%
- Names
- 84
- Net bought
- +$1.3B
Filed 12 February 2025 · SEC filing.
1,167 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 202675 names$11.4B−$92.3M
- Q1 202674 names$10.7B−$1.3B
- Q4 202572 names$15.1B+$1.6B
- Q3 202580 names$16.4B+$385M
- Q2 202582 names$15.7B+$1.7B
- Q1 202581 names$11.0B−$597M
- Q4 202484 names$12.8B+$1.3B
- Q3 202482 names$11.6B+$645M
- Q2 202477 names$11.1B+$321M
- Q1 202476 names$10.4B+$450M
- Q4 202370 names$9.2B+$74.1M
- Q3 202374 names$7.7B−$140M
- Q2 202373 names$8.1B+$352M
- Q1 202377 names$6.6B+$85.7M
- Q4 202276 names$5.6B−$92.8M
- Q3 202277 names$5.4B+$458M
- Q2 202271 names$5.8B+$1.0B
- Q1 202279 names$6.5B+$619M
- Q4 202185 names$6.6B+$768M
- Q3 202188 names$5.2B−$524M
- Q2 202177 names$5.5B+$91.8M
- Q1 202175 names$4.8B−$155M
- Q4 202071 names$4.9B−$468M
- Q3 202056 names$4.8B−$142M
- Q2 202056 names$4.7B+$84.9M
- Q1 202058 names$3.8B+$201M
- Q4 201945 names$3.9B−$54.3M
- Q3 201943 names$3.7B+$307M
- Q2 201941 names$3.4B+$10.0M
- Q1 201939 names$3.2B+$34.1M
- Q4 201837 names$2.7B−$108M
- Q3 201833 names$3.2B+$107M
- Q2 201830 names$2.5B−$210M
- Q1 201832 names$2.8B+$315M
- Q4 201731 names$2.4B−$192M
- Q3 201734 names$2.4B−$252M
- Q2 201734 names$2.6B−$7.1M
- Q1 201732 names$2.5B−$59.5M
- Q4 201630 names$2.3B−$86.3M
- Q3 201630 names$2.4B−$3.9M
- Q2 201630 names$2.3B—
What moved the book
The five software lines with the largest share change this quarter.
Software held
- MicrosoftMSFT13,327,049 shares · 43.8% of their software · price −$117M$5.6B+$329M
- SalesforceCRM2,989,116 shares · 7.8% of their software · price +$181M$999MFlat
- AdobeADBE2,024,046 shares · 7.0% of their software · price −$148M$900M−$78.9M
- CadenceCDNS2,064,219 shares · 4.9% of their software · price +$60.7M$623M+$194M
- ServiceNowNOW486,902 shares · 4.0% of their software · price +$80.7M$516M+$265M
- Uber Technologies, Inc.UBER7,272,915 shares · 3.4% of their software · price −$108M$439M+$64.7M
- OracleORCL2,424,680 shares · 3.2% of their software · price −$9.1M$404M+$110M
- Palo Alto NetworksPANW2,080,724 shares · 3.0% of their software · price −$333M$379M+$365M
- IntuitINTU505,897 shares · 2.5% of their software · price +$3.8M$318M−$232M
- VeriskVRSK953,753 shares · 2.0% of their software · price +$7.1M$263M+$9.3M
- Paychex, Inc.PAYX1,355,713 shares · 1.5% of their software · price +$8.2M$190M+$84.4M
- AppLovinAPP475,534 shares · 1.2% of their software · price +$91.9M$159M−$38.0M
- Fair IsaacFICO72,367 shares · 1.1% of their software · price +$3.4M$146M−$24.2M
- Joint Stock Company Kaspi.kzKSPI1,193,827 shares · 0.9% of their software · price −$13.5M$113M+$4.3M
- NetApp, Inc.NTAP940,475 shares · 0.9% of their software · price −$7.0M$110M+$26.0M
- ShopifySHOP877,716 shares · 0.7% of their software · price +$23.0M$93.6MNew · +$70.3M
- CrowdStrikeCRWD266,522 shares · 0.7% of their software · price +$16.4M$91.2M−$3.0M
- Fiserv, Inc.FISV422,954 shares · 0.7% of their software · price +$10.9M$86.9M+$2.8M
- SnowflakeSNOW519,858 shares · 0.6% of their software · price +$20.6M$80.3M+$31.9M
- PalantirPLTR1,020,488 shares · 0.6% of their software · price +$39.2M$78.8M−$15.7M
- LiveRamp Holdings, Inc.RAMP2,553,345 shares · 0.6% of their software · price +$14.3M$77.9M−$19.9M
- The Trade DeskTTD639,126 shares · 0.6% of their software · price +$5.0M$76.8M−$11.3M
- DocuSignDOCU825,227 shares · 0.6% of their software · price +$23.0M$75.7M+$4.0M
- Amdocs LimitedDOX877,881 shares · 0.6% of their software · price −$2.1M$74.5M+$11.8M
- Automatic Data Processing, Inc.ADP238,388 shares · 0.5% of their software · price +$3.8M$69.8M+$2.8M
- DatadogDDOG482,771 shares · 0.5% of their software · price +$13.4M$69.0M+$3.0M
- NutanixNTNX986,462 shares · 0.5% of their software · price +$1.9M$60.7M+$11.4M
- TwilioTWLO521,882 shares · 0.4% of their software · price +$22.4M$56.7M+$33.2M
- BoxBOX1,471,155 shares · 0.4% of their software · price −$1.7M$46.8M−$3.9M
- Block, Inc.XYZ527,713 shares · 0.3% of their software · price +$9.4M$44.9M+$4.6M
- SynopsysSNPS73,719 shares · 0.3% of their software · price −$1.6M$35.8M−$4.6M
- CloudflareNET327,914 shares · 0.3% of their software · price +$8.8M$35.8MFlat
- AutodeskADSK116,046 shares · 0.3% of their software · price +$2.3M$34.3M+$5.5M
- MorningstarMORN100,185 shares · 0.3% of their software · price +$1.8M$33.8MNew · +$32.0M
- PTCPTC179,378 shares · 0.3% of their software · price +$576K$32.9M+$3.7M
- TrimbleTRMB456,512 shares · 0.3% of their software · price +$3.9M$32.3M+$25.9M
- F5, Inc.FFIV121,012 shares · 0.2% of their software · price +$3.8M$30.6M+$5.0M
- WixWIX124,871 shares · 0.2% of their software · price +$5.9M$27.1M+$19.5M
- ZscalerZS138,308 shares · 0.2% of their software · price +$1.3M$25.0M−$1.9M
- Manhattan AssociatesMANH88,541 shares · 0.2% of their software · price −$986K$24.0M+$4.1M
- GoDaddyGDDY98,185 shares · 0.2% of their software · price +$4.0M$19.6M−$1.0M
- ProgressPRGS296,767 shares · 0.2% of their software · price −$659K$19.3M+$7.2M
- VeevaVEEV90,285 shares · 0.1% of their software$19.0MFlat
- OktaOKTA218,372 shares · 0.1% of their software · price +$974K$17.4M−$4.0M
- DropboxDBX546,840 shares · 0.1% of their software · price +$2.5M$16.5M+$705K
- CommvaultCVLT101,699 shares · 0.1% of their software$15.4M−$1.5M
- PhreesiaPHR495,304 shares · 0.1% of their software · price +$1.2M$12.7MFlat
- Corpay, Inc.CPAY33,094 shares · 0.1% of their software · price +$849K$11.2M+$8.1M
- ZoomZM127,374 shares · 0.1% of their software · price +$1.5M$10.5M+$7.4M
- SS&CSSNC136,981 shares · 0.1% of their software$10.4MFlat
- Gen DigitalGEN355,952 shares · 0.1% of their software$9.7M+$8.9M
- Full Truck Alliance Co. Ltd.YMM859,444 shares · 0.1% of their software · price +$1.6M$9.3M+$6.4M
- BroadridgeBR39,584 shares · 0.1% of their software$8.9MFlat
- WaystarWAY210,931 shares · 0.1% of their software · price +$1.9M$7.8MFlat
- WorkdayWDAY29,680 shares · 0.1% of their software$7.7MFlat
- Roper Technologies, Inc.ROP13,963 shares · 0.1% of their software · price −$511K$7.3MFlat
- Clear Secure, Inc.YOU232,875 shares · 0.0% of their software · price −$1.5M$6.3M−$11.0M
- Shift4 Payments, Inc.FOUR55,400 shares · 0.0% of their software · price +$841K$5.7MFlat
- HubSpotHUBS7,915 shares · 0.0% of their software · price +$1.3M$5.5M+$1.2M
- CoStarCSGP57,433 shares · 0.0% of their software$4.1MFlat
- Lyft, Inc.LYFT300,936 shares · 0.0% of their software$3.9M+$2.6M
- Strategy IncMSTR12,491 shares · 0.0% of their software · price +$1.5M$3.8MFlat
- Health CatalystHCAT519,924 shares · 0.0% of their software · price −$556K$3.6MFlat
- RingCentralRNG85,828 shares · 0.0% of their software$3.0M+$1.1M
- Euronet Worldwide, Inc.EEFT18,600 shares · 0.0% of their software$1.9MNew · +$1.8M
- Tyler TechnologiesTYL2,553 shares · 0.0% of their software$1.5M−$1.6M
- MongoDBMDB5,905 shares · 0.0% of their software$1.4MFlat
- FactSetFDS2,561 shares · 0.0% of their software$1.2MFlat
- ProcorePCOR15,731 shares · 0.0% of their software$1.2MFlat
- Alarm.com Holdings, Inc.ALRM18,616 shares · 0.0% of their software$1.1MFlat
- ToastTOST25,517 shares · 0.0% of their software$941KNew · +$722K
- Check PointCHKP4,706 shares · 0.0% of their software$881KFlat
- AkamaiAKAM8,337 shares · 0.0% of their software$797KFlat
- Clearwater AnalyticsCWAN25,662 shares · 0.0% of their software$710K—
- NICENICE4,158 shares · 0.0% of their software$709KFlat
- AppFolioAPPF2,722 shares · 0.0% of their software$673K−$1.1M
- DuolingoDUOL1,990 shares · 0.0% of their software$647K−$865K
- AsanaASAN23,217 shares · 0.0% of their software$501KFlat
- GitLabGTLB7,169 shares · 0.0% of their software$405KFlat
- VertexVERX7,436 shares · 0.0% of their software$394K−$1.2M
- DynatraceDT6,107 shares · 0.0% of their software$332KNew · Flat
- Bentley SystemsBSY5,182 shares · 0.0% of their software$247KNew · Flat
- SPS CommerceSPSC1,327 shares · 0.0% of their software$243K−$742K
- Grindr Inc.GRND11,602 shares · 0.0% of their software$212KNew · Flat