Generalist · London, United Kingdom
Schroder Investment Management Group
Q3 2025 · compared with Q2 2025
- Software
- $16.4B
- Weight of 13F
- 12.9%
- Names
- 80
- Net bought
- +$385M
Filed 13 November 2025 · SEC filing.
1,151 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
- MicrosoftMSFT15,483,792 shares · 48.9% of their software · price +$318M$8.0B+$164M
- SalesforceCRM3,923,196 shares · 5.7% of their software · price −$140M$930MFlat
- AdobeADBE2,363,577 shares · 5.1% of their software · price −$80.7M$834M+$87.4M
- CadenceCDNS2,073,935 shares · 4.4% of their software · price +$89.4M$723MFlat
- Uber Technologies, Inc.UBER6,728,162 shares · 4.0% of their software · price +$31.4M$659MFlat
- OracleORCL2,337,892 shares · 4.0% of their software · price +$146M$658M+$69.7M
- IntuitINTU680,467 shares · 2.8% of their software · price −$71.3M$465M−$32.5M
- Palo Alto NetworksPANW2,277,112 shares · 2.8% of their software · price −$2.3M$464M+$8.7M
- Full Truck Alliance Co. Ltd.YMM33,333,051 shares · 2.6% of their software · price +$38.7M$432M+$380M
- ServiceNowNOW454,252 shares · 2.5% of their software · price −$49.0M$418M+$35.2M
- VeevaVEEV1,216,202 shares · 2.2% of their software · price +$12.1M$356M+$57.9M
- AppLovinAPP318,377 shares · 1.4% of their software · price +$117M$229M−$18.6M
- PalantirPLTR1,071,357 shares · 1.2% of their software · price +$49.4M$195M−$31.7M
- VeriskVRSK724,036 shares · 1.1% of their software · price −$43.4M$182M−$72.5M
- Check PointCHKP744,996 shares · 0.9% of their software · price −$10.7M$154M+$25.7M
- SnowflakeSNOW618,104 shares · 0.8% of their software · price +$1.1M$139M+$11.8M
- Joint Stock Company Kaspi.kzKSPI1,446,348 shares · 0.7% of their software · price −$4.6M$118M+$4.9M
- Automatic Data Processing, Inc.ADP365,761 shares · 0.7% of their software · price −$5.4M$107M−$3.6M
- TwilioTWLO920,195 shares · 0.6% of their software · price −$22.3M$96.0M+$47.7M
- CrowdStrikeCRWD174,994 shares · 0.5% of their software · price −$3.3M$85.8M−$13.3M
- LiveRamp Holdings, Inc.RAMP2,512,194 shares · 0.4% of their software · price −$14.8M$70.9M−$3.8M
- AutodeskADSK197,798 shares · 0.4% of their software · price +$1.6M$62.8M+$9.4M
- DocuSignDOCU729,781 shares · 0.4% of their software · price −$4.2M$59.9M+$7.4M
- NetApp, Inc.NTAP460,391 shares · 0.3% of their software · price +$5.5M$54.5M−$4.7M
- NutanixNTNX673,917 shares · 0.3% of their software · price −$1.4M$51.8M−$39.5M
- ShopifySHOP345,966 shares · 0.3% of their software · price +$11.5M$51.5M+$30.7M
- ZscalerZS137,291 shares · 0.3% of their software · price −$2.0M$41.1M−$8.4M
- CommvaultCVLT211,255 shares · 0.2% of their software · price +$3.1M$40.8M−$763K
- SynopsysSNPS82,090 shares · 0.2% of their software · price −$1.6M$40.5M+$2.6M
- Fiserv, Inc.FISV311,565 shares · 0.2% of their software · price −$13.5M$40.2M−$1.3M
- MorningstarMORN168,241 shares · 0.2% of their software · price −$13.8M$39.4MFlat
- DatadogDDOG270,524 shares · 0.2% of their software · price +$2.2M$38.5M−$9.6M
- Strategy IncMSTR118,478 shares · 0.2% of their software · price −$9.7M$38.2M+$8.3M
- Amdocs LimitedDOX463,966 shares · 0.2% of their software · price −$4.3M$37.6M−$17.3M
- PTCPTC181,458 shares · 0.2% of their software · price +$5.6M$37.0M−$3.2M
- CloudflareNET168,306 shares · 0.2% of their software · price +$3.2M$36.1M−$6.6M
- F5, Inc.FFIV111,311 shares · 0.2% of their software · price +$3.2M$36.0M+$578K
- Gen DigitalGEN1,146,855 shares · 0.2% of their software · price −$1.2M$33.0M+$5.0M
- Paychex, Inc.PAYX255,069 shares · 0.2% of their software · price −$4.8M$32.3M−$124M
- BoxBOX816,006 shares · 0.2% of their software · price −$1.6M$26.3M−$12.6M
- OktaOKTA284,984 shares · 0.2% of their software · price −$2.4M$26.1M−$578K
- CCC Intelligent Solutions Holdings Inc.CCC2,771,771 shares · 0.2% of their software · price −$832K$25.8M−$8.0M
- The Trade DeskTTD491,741 shares · 0.1% of their software · price −$11.3M$24.4M−$29.0M
- DynatraceDT412,039 shares · 0.1% of their software · price −$2.8M$20.0M+$22.1M
- PhreesiaPHR798,945 shares · 0.1% of their software · price −$3.9M$18.8M−$2.3M
- Block, Inc.XYZ239,577 shares · 0.1% of their software · price +$1.0M$17.3MFlat
- GoDaddyGDDY117,217 shares · 0.1% of their software · price −$5.1M$16.0MFlat
- DropboxDBX487,447 shares · 0.1% of their software · price +$785K$14.9M+$10.5M
- ToastTOST315,200 shares · 0.1% of their software · price −$2.5M$11.5M−$5.1M
- BroadridgeBR48,278 shares · 0.1% of their software$11.5MFlat
- Fair IsaacFICO7,329 shares · 0.1% of their software · price −$2.4M$11.2M−$88.5M
- SS&CSSNC121,588 shares · 0.1% of their software · price +$725K$10.8M−$2.5M
- WixWIX54,960 shares · 0.1% of their software · price +$1.1M$9.8M−$27.4M
- Roper Technologies, Inc.ROP14,300 shares · 0.0% of their software · price −$975K$7.2M−$1.4M
- ZoomZM81,621 shares · 0.0% of their software$6.8MFlat
- WorkdayWDAY20,755 shares · 0.0% of their software$5.0M−$1.5M
- WaystarWAY104,666 shares · 0.0% of their software$3.9MFlat
- HubSpotHUBS7,016 shares · 0.0% of their software · price −$623K$3.3MFlat
- CoStarCSGP38,165 shares · 0.0% of their software$3.2M−$1.1M
- WEX Inc.WEX16,642 shares · 0.0% of their software$2.7MNew · +$2.4M
- MongoDBMDB8,123 shares · 0.0% of their software · price +$815K$2.5MFlat
- EVERTEC, Inc.EVTC66,779 shares · 0.0% of their software$2.3MNew · +$2.4M
- ZoomInfoZI189,953 shares · 0.0% of their software$2.2M—
- TrimbleTRMB25,073 shares · 0.0% of their software$2.0M−$866K
- DigitalOceanDOCN55,494 shares · 0.0% of their software$2.0MFlat
- StoneCo Ltd.STNE95,028 shares · 0.0% of their software$1.8MFlat
- Tyler TechnologiesTYL1,953 shares · 0.0% of their software$1.0MFlat
- Corpay, Inc.CPAY3,433 shares · 0.0% of their software$989K−$8.5M
- Calix, Inc.CALX11,337 shares · 0.0% of their software$696KFlat
- Manhattan AssociatesMANH3,316 shares · 0.0% of their software$689KFlat
- FactSetFDS2,331 shares · 0.0% of their software$678KFlat
- SamsaraIOT12,479 shares · 0.0% of their software$464KFlat
- ProcorePCOR5,857 shares · 0.0% of their software$438KFlat
- UnityU7,886 shares · 0.0% of their software$339KNew · Flat
- DoximityDOCS4,420 shares · 0.0% of their software$332KNew · Flat
- PaycomPAYC1,217 shares · 0.0% of their software$253K−$5.7M
- AkamaiAKAM3,110 shares · 0.0% of their software$237KFlat
- InterDigital, Inc.IDCC587 shares · 0.0% of their software$205KNew · Flat
- Shift4 Payments, Inc.FOUR1,106 shares · 0.0% of their software$87K−$6.6M
- ProgressPRGS449 shares · 0.0% of their software$19KNew · Flat