Generalist · London, United Kingdom
Schroder Investment Management Group
Q2 2025 · compared with Q1 2025
- Software
- $15.7B
- Weight of 13F
- 13.3%
- Names
- 82
- Net bought
- +$1.7B
Filed 13 August 2025 · SEC filing.
1,127 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
- MicrosoftMSFT15,153,702 shares · 48.0% of their software · price +$1.8B$7.5B+$830M
- SalesforceCRM3,931,945 shares · 6.8% of their software · price +$17.0M$1.1B+$331M
- AdobeADBE2,137,724 shares · 5.3% of their software · price +$7.2M$827M+$30.0M
- CadenceCDNS2,058,310 shares · 4.0% of their software · price +$111M$634M+$72.2M
- Uber Technologies, Inc.UBER6,721,113 shares · 4.0% of their software · price +$137M$627M+$58.8M
- IntuitINTU721,764 shares · 3.6% of their software · price +$125M$568M+$48.6M
- Palo Alto NetworksPANW2,234,551 shares · 2.9% of their software · price +$76.0M$457M+$27.9M
- OracleORCL2,019,187 shares · 2.8% of their software · price +$159M$441M+$3.7M
- ServiceNowNOW420,015 shares · 2.7% of their software · price +$97.4M$432M+$45.6M
- VeriskVRSK956,845 shares · 1.9% of their software · price +$13.3M$298M+$5.1M
- VeevaVEEV1,014,974 shares · 1.9% of their software · price +$57.2M$292M+$214M
- PalantirPLTR1,303,588 shares · 1.1% of their software · price +$67.7M$178M+$4.2M
- Paychex, Inc.PAYX1,108,461 shares · 1.0% of their software · price −$9.8M$161M−$78.4M
- Check PointCHKP628,858 shares · 0.9% of their software · price −$4.2M$139M+$138M
- AppLovinAPP371,541 shares · 0.8% of their software · price +$31.6M$130M−$22.5M
- SnowflakeSNOW565,172 shares · 0.8% of their software · price +$43.9M$126M+$6.5M
- Joint Stock Company Kaspi.kzKSPI1,389,030 shares · 0.8% of their software · price −$11.1M$118M+$2.8M
- Automatic Data Processing, Inc.ADP377,522 shares · 0.7% of their software · price +$1.1M$116M+$17.8M
- CrowdStrikeCRWD201,146 shares · 0.7% of their software · price +$31.5M$102M+$5.5M
- Fair IsaacFICO55,751 shares · 0.6% of their software · price −$903K$102M−$6.6M
- NutanixNTNX1,190,376 shares · 0.6% of their software · price +$7.9M$91.0M+$13.4M
- LiveRamp Holdings, Inc.RAMP2,628,482 shares · 0.6% of their software · price +$18.1M$86.8MFlat
- TwilioTWLO536,997 shares · 0.4% of their software · price +$14.2M$66.8M+$19.0M
- The Trade DeskTTD895,150 shares · 0.4% of their software · price +$15.5M$64.4M+$17.7M
- Amdocs LimitedDOX653,584 shares · 0.4% of their software$59.6M−$17.6M
- Fiserv, Inc.FISV319,383 shares · 0.4% of their software · price −$15.5M$55.1M−$22.1M
- NetApp, Inc.NTAP504,878 shares · 0.3% of their software · price +$9.4M$53.8M−$21.2M
- MorningstarMORN166,898 shares · 0.3% of their software · price +$2.3M$52.2M+$16.9M
- AutodeskADSK167,591 shares · 0.3% of their software · price +$8.0M$51.9M+$9.0M
- ZscalerZS164,061 shares · 0.3% of their software · price +$19.0M$51.5M+$3.3M
- DocuSignDOCU634,944 shares · 0.3% of their software · price −$2.2M$49.5M−$6.5M
- DatadogDDOG342,024 shares · 0.3% of their software · price +$12.0M$45.9M+$2.3M
- BoxBOX1,186,093 shares · 0.3% of their software · price +$3.9M$40.5M−$10.3M
- Strategy IncMSTR97,942 shares · 0.3% of their software · price +$11.4M$39.6M+$11.2M
- CloudflareNET202,044 shares · 0.3% of their software · price +$16.8M$39.6M−$773K
- SynopsysSNPS76,945 shares · 0.3% of their software · price +$6.5M$39.4M+$974K
- CommvaultCVLT215,630 shares · 0.2% of their software · price +$3.6M$37.6M+$18.0M
- WixWIX228,028 shares · 0.2% of their software · price −$1.1M$36.1M+$9.6M
- PTCPTC200,106 shares · 0.2% of their software · price +$3.5M$34.5M+$3.4M
- CCC Intelligent Solutions Holdings Inc.CCC3,625,884 shares · 0.2% of their software · price +$1.4M$34.1MNew · +$32.7M
- F5, Inc.FFIV109,348 shares · 0.2% of their software · price +$3.1M$32.2M−$1.8M
- OktaOKTA290,769 shares · 0.2% of their software · price −$1.5M$29.1M+$12.1M
- Gen DigitalGEN978,066 shares · 0.2% of their software · price +$2.8M$28.8M+$8.4M
- PhreesiaPHR881,016 shares · 0.2% of their software · price +$2.6M$25.1M+$5.5M
- GoDaddyGDDY116,478 shares · 0.1% of their software$21.0M+$1.6M
- ToastTOST430,180 shares · 0.1% of their software · price +$4.8M$19.1M+$13.5M
- Block, Inc.XYZ233,888 shares · 0.1% of their software · price +$3.2M$15.9M−$11.9M
- Full Truck Alliance Co. Ltd.YMM1,153,550 shares · 0.1% of their software · price −$1.1M$13.6M−$4.4M
- SS&CSSNC151,581 shares · 0.1% of their software$12.6M−$586K
- BroadridgeBR48,944 shares · 0.1% of their software$11.9M+$2.9M
- Corpay, Inc.CPAY29,192 shares · 0.1% of their software$9.7M−$811K
- Roper Technologies, Inc.ROP16,810 shares · 0.1% of their software$9.5MFlat
- ShopifySHOP79,866 shares · 0.1% of their software · price +$1.6M$9.2M−$72.6M
- ZoomZM87,044 shares · 0.0% of their software$6.8MFlat
- Shift4 Payments, Inc.FOUR67,533 shares · 0.0% of their software · price +$1.2M$6.7M+$5.2M
- Euronet Worldwide, Inc.EEFT65,627 shares · 0.0% of their software$6.7M+$5.4M
- WorkdayWDAY26,919 shares · 0.0% of their software$6.5MFlat
- PaycomPAYC26,035 shares · 0.0% of their software$6.0M+$5.3M
- Clear Secure, Inc.YOU210,722 shares · 0.0% of their software$5.8M+$1.3M
- WaystarWAY107,318 shares · 0.0% of their software$4.4MFlat
- Lyft, Inc.LYFT267,153 shares · 0.0% of their software · price +$1.0M$4.2M−$1.4M
- CoStarCSGP51,309 shares · 0.0% of their software$4.1MFlat
- HubSpotHUBS7,338 shares · 0.0% of their software$4.1MFlat
- DropboxDBX121,422 shares · 0.0% of their software$3.5MFlat
- TrimbleTRMB36,469 shares · 0.0% of their software$2.8M−$41.9M
- ZoomInfoZI205,407 shares · 0.0% of their software$2.1M—
- Health CatalystHCAT468,692 shares · 0.0% of their software$1.8MFlat
- StoneCo Ltd.STNE104,216 shares · 0.0% of their software · price +$579K$1.7MNew · +$1.1M
- DigitalOceanDOCN54,359 shares · 0.0% of their software$1.6MNew · +$1.8M
- Tyler TechnologiesTYL2,451 shares · 0.0% of their software$1.5MFlat
- MongoDBMDB6,535 shares · 0.0% of their software$1.4MFlat
- FactSetFDS1,905 shares · 0.0% of their software$852KFlat
- ProcorePCOR11,970 shares · 0.0% of their software$819KFlat
- Alarm.com Holdings, Inc.ALRM13,739 shares · 0.0% of their software$777KFlat
- DynatraceDT12,638 shares · 0.0% of their software$698KFlat
- Manhattan AssociatesMANH2,866 shares · 0.0% of their software$566K−$9.5M
- Calix, Inc.CALX10,767 shares · 0.0% of their software$552KNew · Flat
- AkamaiAKAM5,144 shares · 0.0% of their software$410KFlat
- SamsaraIOT7,506 shares · 0.0% of their software$299KFlat
- Clearwater AnalyticsCWAN13,011 shares · 0.0% of their software$285K—
- PagerDutyPD15,977 shares · 0.0% of their software$243KFlat
- GitLabGTLB4,832 shares · 0.0% of their software$218KFlat