Generalist · London, United Kingdom
Schroder Investment Management Group
Q1 2025 · compared with Q4 2024
- Software
- $11.0B
- Weight of 13F
- 11.2%
- Names
- 81
- Net bought
- −$597M
Filed 13 May 2025 · SEC filing.
1,159 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
- MicrosoftMSFT12,941,457 shares · 44.1% of their software · price −$597M$4.9B−$163M
- AdobeADBE2,059,538 shares · 7.2% of their software · price −$126M$790M+$15.8M
- SalesforceCRM2,696,976 shares · 6.6% of their software · price −$178M$724M−$97.7M
- CadenceCDNS1,774,620 shares · 4.1% of their software · price −$81.9M$451M−$87.0M
- Uber Technologies, Inc.UBER5,913,879 shares · 3.9% of their software · price +$74.2M$431M−$82.0M
- IntuitINTU642,567 shares · 3.6% of their software · price −$9.3M$395M+$85.9M
- Palo Alto NetworksPANW2,070,833 shares · 3.2% of their software · price −$23.4M$353MFlat
- ServiceNowNOW362,739 shares · 2.6% of their software · price −$95.8M$289M−$132M
- VeriskVRSK939,585 shares · 2.5% of their software · price +$20.8M$280M−$3.9M
- OracleORCL1,992,487 shares · 2.5% of their software · price −$53.5M$279M−$72.0M
- Paychex, Inc.PAYX1,616,450 shares · 2.2% of their software · price +$22.7M$244M+$36.6M
- Joint Stock Company Kaspi.kzKSPI1,359,270 shares · 1.1% of their software · price −$2.5M$126M+$15.7M
- AppLovinAPP456,618 shares · 1.1% of their software · price −$26.9M$121M−$6.1M
- Fair IsaacFICO59,330 shares · 1.0% of their software · price −$8.7M$109M−$26.0M
- PalantirPLTR1,253,853 shares · 1.0% of their software · price +$11.0M$108M+$17.6M
- Automatic Data Processing, Inc.ADP319,107 shares · 0.9% of their software · price +$4.1M$97.5M+$23.6M
- Fiserv, Inc.FISV419,340 shares · 0.8% of their software · price +$6.5M$92.6MFlat
- ShopifySHOP839,802 shares · 0.7% of their software · price −$9.1M$81.2M−$4.0M
- Amdocs LimitedDOX845,929 shares · 0.7% of their software · price +$5.4M$76.5M−$2.7M
- SnowflakeSNOW520,918 shares · 0.7% of their software · price −$4.3M$76.1MFlat
- NutanixNTNX999,062 shares · 0.6% of their software · price +$8.6M$71.0M+$771K
- LiveRamp Holdings, Inc.RAMP2,650,583 shares · 0.6% of their software · price −$11.2M$69.8M+$3.0M
- NetApp, Inc.NTAP746,462 shares · 0.6% of their software · price −$21.1M$66.0M−$22.5M
- CrowdStrikeCRWD185,536 shares · 0.6% of their software · price +$1.9M$65.4M−$27.7M
- DocuSignDOCU715,278 shares · 0.5% of their software · price −$6.1M$59.5M−$9.9M
- BoxBOX1,519,472 shares · 0.4% of their software · price −$1.1M$47.3M+$1.5M
- TrimbleTRMB675,425 shares · 0.4% of their software · price −$3.4M$44.3M+$15.5M
- AutodeskADSK133,275 shares · 0.3% of their software · price −$4.5M$34.9M+$5.1M
- TwilioTWLO342,797 shares · 0.3% of their software · price −$3.5M$33.9M−$19.4M
- MorningstarMORN110,570 shares · 0.3% of their software · price −$4.1M$32.7M+$3.5M
- SynopsysSNPS74,674 shares · 0.3% of their software · price −$4.2M$32.0MFlat
- The Trade DeskTTD570,977 shares · 0.3% of their software · price −$35.9M$31.9M−$8.0M
- DatadogDDOG319,055 shares · 0.3% of their software · price −$13.9M$31.7M−$23.4M
- F5, Inc.FFIV115,991 shares · 0.3% of their software · price +$1.7M$30.6M−$1.3M
- ZscalerZS147,193 shares · 0.3% of their software · price +$2.7M$29.2M+$1.6M
- WixWIX169,169 shares · 0.3% of their software · price −$8.7M$28.1M+$9.5M
- PTCPTC178,397 shares · 0.3% of their software · price −$5.2M$27.6MFlat
- Block, Inc.XYZ453,398 shares · 0.2% of their software · price −$13.9M$24.6M−$6.3M
- CloudflareNET208,901 shares · 0.2% of their software · price +$1.0M$24.0M−$12.8M
- VeevaVEEV89,078 shares · 0.2% of their software · price +$1.9M$20.6MFlat
- Full Truck Alliance Co. Ltd.YMM1,501,393 shares · 0.2% of their software · price +$2.9M$19.4M+$6.9M
- GoDaddyGDDY107,403 shares · 0.2% of their software · price −$1.9M$19.3M+$1.8M
- OktaOKTA175,302 shares · 0.2% of their software · price +$4.6M$18.9M−$3.4M
- Gen DigitalGEN660,598 shares · 0.2% of their software · price −$555K$17.5M+$8.3M
- PhreesiaPHR665,873 shares · 0.2% of their software$17.3M+$4.3M
- Strategy IncMSTR59,205 shares · 0.2% of their software$17.1M+$13.5M
- CommvaultCVLT101,836 shares · 0.1% of their software · price +$698K$16.5MFlat
- SS&CSSNC158,594 shares · 0.1% of their software · price +$1.2M$13.2M+$1.6M
- Corpay, Inc.CPAY31,518 shares · 0.1% of their software$11.0M−$533K
- Manhattan AssociatesMANH57,505 shares · 0.1% of their software · price −$5.6M$10.0M−$8.4M
- Roper Technologies, Inc.ROP16,163 shares · 0.1% of their software · price +$1.1M$9.4M+$1.1M
- BroadridgeBR37,154 shares · 0.1% of their software · price +$608K$8.8M−$549K
- ZoomZM91,678 shares · 0.1% of their software · price −$719K$6.9M−$2.9M
- WorkdayWDAY26,219 shares · 0.1% of their software · price −$642K$6.1M−$893K
- Check PointCHKP25,022 shares · 0.1% of their software · price +$1.0M$5.7M+$3.8M
- Lyft, Inc.LYFT388,058 shares · 0.0% of their software$4.5M+$1.1M
- CoStarCSGP53,790 shares · 0.0% of their software$4.3MFlat
- HubSpotHUBS7,305 shares · 0.0% of their software · price −$917K$4.3MFlat
- Clear Secure, Inc.YOU158,662 shares · 0.0% of their software$4.2M−$2.0M
- WaystarWAY111,106 shares · 0.0% of their software$4.2M−$3.7M
- DropboxDBX119,789 shares · 0.0% of their software$3.2M−$12.8M
- Health CatalystHCAT496,100 shares · 0.0% of their software · price −$1.3M$2.3MFlat
- ZoomInfoZI210,826 shares · 0.0% of their software$2.1MNew
- Euronet Worldwide, Inc.EEFT14,656 shares · 0.0% of their software$1.6MFlat
- Tyler TechnologiesTYL2,301 shares · 0.0% of their software$1.3MFlat
- MongoDBMDB6,795 shares · 0.0% of their software$1.2MFlat
- FactSetFDS2,210 shares · 0.0% of their software$992KFlat
- ProcorePCOR13,301 shares · 0.0% of their software$889KFlat
- Alarm.com Holdings, Inc.ALRM14,853 shares · 0.0% of their software$827KFlat
- ToastTOST24,286 shares · 0.0% of their software$816KFlat
- Clearwater AnalyticsCWAN24,420 shares · 0.0% of their software$648K—
- NICENICE4,130 shares · 0.0% of their software$642KFlat
- AkamaiAKAM7,285 shares · 0.0% of their software$583KFlat
- SamsaraIOT10,305 shares · 0.0% of their software$401KNew · Flat
- PaycomPAYC1,809 shares · 0.0% of their software$396KNew · Flat
- PagerDutyPD17,964 shares · 0.0% of their software$337KNew · Flat
- Shift4 Payments, Inc.FOUR3,720 shares · 0.0% of their software$315K−$5.4M
- GitLabGTLB5,706 shares · 0.0% of their software$276KFlat
- DynatraceDT4,626 shares · 0.0% of their software$218KFlat
- Agora, Inc.API40,948 shares · 0.0% of their software$178KNew · Flat
- CourseraCOUR12,409 shares · 0.0% of their software$84KNew · Flat