Generalist · London, United Kingdom
Schroder Investment Management Group
Q4 2025 · compared with Q3 2025
- Software
- $15.1B
- Weight of 13F
- 11.5%
- Names
- 72
- Net bought
- +$1.6B
Filed 13 February 2026 · SEC filing.
1,116 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
- MicrosoftMSFT15,881,388 shares · 51.0% of their software · price −$545M$7.7B+$206M
- SalesforceCRM4,480,399 shares · 7.9% of their software · price +$125M$1.2B+$132M
- CadenceCDNS2,126,393 shares · 4.5% of their software · price −$82.2M$671M+$18.4M
- IntuitINTU929,529 shares · 4.1% of their software · price −$19.0M$616M+$170M
- Uber Technologies, Inc.UBER6,982,451 shares · 3.8% of their software · price −$114M$571M+$24.9M
- Full Truck Alliance Co. Ltd.YMM47,859,035 shares · 3.4% of their software · price −$107M$514M+$188M
- AdobeADBE1,365,602 shares · 3.2% of their software · price −$3.8M$478M−$352M
- Palo Alto NetworksPANW2,280,013 shares · 2.8% of their software · price −$44.3M$420MFlat
- OracleORCL1,906,569 shares · 2.5% of their software · price −$165M$372M−$121M
- ServiceNowNOW2,329,680 shares · 2.4% of their software · price −$1.8B$357M+$1.7B
- PalantirPLTR1,236,457 shares · 1.5% of their software · price −$5.8M$220M+$30.1M
- VeevaVEEV982,920 shares · 1.5% of their software · price −$73.4M$219M−$69.5M
- Check PointCHKP903,050 shares · 1.1% of their software · price −$19.3M$168M+$32.7M
- ShopifySHOP779,793 shares · 0.8% of their software · price +$9.6M$128M+$64.5M
- Joint Stock Company Kaspi.kzKSPI1,503,898 shares · 0.8% of their software · price −$5.3M$117M+$4.7M
- AppLovinAPP162,759 shares · 0.7% of their software · price −$7.3M$110M−$112M
- VeriskVRSK489,687 shares · 0.7% of their software · price −$13.6M$110M−$58.9M
- Automatic Data Processing, Inc.ADP374,348 shares · 0.6% of their software · price −$13.6M$96.3M+$2.5M
- CrowdStrikeCRWD173,655 shares · 0.5% of their software · price −$3.8M$81.4MFlat
- SnowflakeSNOW356,447 shares · 0.5% of their software · price −$2.2M$78.2M−$59.0M
- LiveRamp Holdings, Inc.RAMP2,609,061 shares · 0.5% of their software · price +$5.8M$77.8M+$2.6M
- TwilioTWLO535,236 shares · 0.5% of their software · price +$22.6M$77.1M−$38.5M
- AutodeskADSK216,237 shares · 0.4% of their software · price −$4.7M$64.0M+$5.9M
- DocuSignDOCU773,066 shares · 0.4% of their software · price −$2.9M$53.4M+$3.1M
- NetApp, Inc.NTAP474,731 shares · 0.3% of their software · price −$5.4M$50.8M+$1.7M
- CommvaultCVLT361,752 shares · 0.3% of their software · price −$22.9M$45.9M+$28.4M
- SynopsysSNPS88,790 shares · 0.3% of their software · price −$2.1M$41.7M+$3.3M
- CloudflareNET191,515 shares · 0.3% of their software · price −$3.3M$38.2M+$5.0M
- PTCPTC189,354 shares · 0.2% of their software · price −$5.5M$33.2M+$1.6M
- MorningstarMORN150,872 shares · 0.2% of their software · price −$2.2M$32.9M−$4.0M
- ZscalerZS130,932 shares · 0.2% of their software · price −$9.8M$29.4M−$1.9M
- CCC Intelligent Solutions Holdings Inc.CCC3,658,369 shares · 0.2% of their software · price −$4.2M$29.3M+$8.1M
- DatadogDDOG194,201 shares · 0.2% of their software · price −$1.2M$26.4M−$10.9M
- BoxBOX736,183 shares · 0.1% of their software · price −$1.7M$22.4M−$2.6M
- DynatraceDT468,930 shares · 0.1% of their software · price −$2.4M$20.3M+$2.8M
- OktaOKTA232,806 shares · 0.1% of their software · price −$1.2M$20.1M−$4.8M
- Strategy IncMSTR127,131 shares · 0.1% of their software · price −$21.6M$19.3M+$2.8M
- PhreesiaPHR857,204 shares · 0.1% of their software · price −$5.7M$14.6M+$1.4M
- Fair IsaacFICO7,732 shares · 0.1% of their software · price +$1.5M$13.1M+$603K
- Paychex, Inc.PAYX109,651 shares · 0.1% of their software · price −$1.6M$12.3M−$18.4M
- GoDaddyGDDY87,608 shares · 0.1% of their software · price −$1.1M$10.9M−$4.1M
- DropboxDBX389,925 shares · 0.1% of their software · price −$940K$10.8M−$2.9M
- Clear Secure, Inc.YOU287,374 shares · 0.1% of their software$10.2MNew · +$9.6M
- SS&CSSNC114,114 shares · 0.1% of their software$10.0M−$663K
- F5, Inc.FFIV37,640 shares · 0.1% of their software · price −$2.6M$9.8M−$23.8M
- Fiserv, Inc.FISV133,942 shares · 0.1% of their software · price −$8.3M$9.0M−$22.9M
- WixWIX76,508 shares · 0.1% of their software · price −$5.6M$7.9M+$3.8M
- BroadridgeBR34,847 shares · 0.1% of their software · price −$523K$7.8M−$3.2M
- Block, Inc.XYZ118,731 shares · 0.1% of their software · price −$852K$7.7M−$8.7M
- Gen DigitalGEN249,158 shares · 0.0% of their software$6.8M−$25.5M
- Roper Technologies, Inc.ROP12,780 shares · 0.0% of their software · price −$684K$5.8M−$758K
- AkamaiAKAM62,412 shares · 0.0% of their software · price +$717K$5.4M+$4.5M
- MongoDBMDB9,868 shares · 0.0% of their software · price +$1.1M$4.2M+$542K
- WorkdayWDAY19,272 shares · 0.0% of their software · price −$500K$4.1MFlat
- The Trade DeskTTD102,005 shares · 0.0% of their software · price −$1.1M$3.9M−$19.1M
- WaystarWAY106,221 shares · 0.0% of their software · price −$549K$3.5MFlat
- ZoomZM38,948 shares · 0.0% of their software$3.4M−$3.5M
- QualysQLYS23,360 shares · 0.0% of their software$3.1MNew · +$3.1M
- CoStarCSGP33,183 shares · 0.0% of their software · price −$568K$2.2MFlat
- HubSpotHUBS5,062 shares · 0.0% of their software$2.0M−$914K
- ZoomInfoZI200,768 shares · 0.0% of their software$2.0M—
- EVERTEC, Inc.EVTC67,661 shares · 0.0% of their software$2.0MFlat
- TrimbleTRMB19,197 shares · 0.0% of their software$1.5MFlat
- ToastTOST27,875 shares · 0.0% of their software$990K−$10.5M
- Corpay, Inc.CPAY2,946 shares · 0.0% of their software$887KFlat
- Tyler TechnologiesTYL1,645 shares · 0.0% of their software$754KFlat
- Calix, Inc.CALX11,337 shares · 0.0% of their software$601KFlat
- NutanixNTNX9,331 shares · 0.0% of their software$482K−$49.4M
- SamsaraIOT11,816 shares · 0.0% of their software$425KFlat
- ProcorePCOR3,902 shares · 0.0% of their software$288KFlat
- Shift4 Payments, Inc.FOUR597 shares · 0.0% of their software$38KFlat
- FastlyFSLY1,003 shares · 0.0% of their software$10KNew · Flat