Generalist · London, United Kingdom
Schroder Investment Management Group
Q1 2026 · compared with Q4 2025
- Software
- $10.7B
- Weight of 13F
- 8.8%
- Names
- 74
- Net bought
- −$1.3B
1,154 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
- MicrosoftMSFT15,440,474 shares · 53.6% of their software · price −$1.8B$5.7B−$213M
- SalesforceCRM3,632,811 shares · 6.4% of their software · price −$284M$678M−$225M
- CadenceCDNS2,198,452 shares · 5.7% of their software · price −$76.3M$611M+$22.5M
- Uber Technologies, Inc.UBER6,475,051 shares · 4.4% of their software · price −$63.3M$466M−$41.5M
- Palo Alto NetworksPANW2,379,617 shares · 3.6% of their software · price −$56.8M$382M+$18.3M
- VeevaVEEV1,712,507 shares · 2.8% of their software · price −$81.5M$301M+$163M
- Full Truck Alliance Co. Ltd.YMM34,765,474 shares · 2.7% of their software · price −$84.5M$289M−$140M
- ServiceNowNOW2,267,541 shares · 2.2% of their software · price −$110M$237M−$9.5M
- AdobeADBE853,397 shares · 1.9% of their software · price −$91.2M$207M−$179M
- PalantirPLTR1,332,846 shares · 1.8% of their software · price −$41.9M$195M+$17.1M
- IntuitINTU443,976 shares · 1.8% of their software · price −$102M$192M−$322M
- OracleORCL945,959 shares · 1.3% of their software · price −$45.2M$139M−$187M
- Joint Stock Company Kaspi.kzKSPI1,566,285 shares · 1.1% of their software · price −$6.4M$116M+$4.9M
- SnowflakeSNOW731,985 shares · 1.0% of their software · price −$50.2M$110M+$82.4M
- ShopifySHOP785,183 shares · 0.8% of their software · price −$33.3M$87.8MFlat
- CrowdStrikeCRWD214,571 shares · 0.8% of their software · price −$16.8M$83.8M+$19.2M
- NetApp, Inc.NTAP625,340 shares · 0.6% of their software · price −$2.9M$64.0M+$16.1M
- AppLovinAPP156,922 shares · 0.6% of their software · price −$43.3M$62.5M−$3.9M
- LiveRamp Holdings, Inc.RAMP2,368,915 shares · 0.6% of their software · price −$6.8M$62.3M−$7.1M
- Automatic Data Processing, Inc.ADP282,254 shares · 0.5% of their software · price −$15.3M$57.3M−$23.7M
- TwilioTWLO469,056 shares · 0.5% of their software · price −$7.7M$56.7M−$9.4M
- CloudflareNET265,785 shares · 0.5% of their software · price +$2.4M$51.7M+$14.6M
- CommvaultCVLT611,571 shares · 0.4% of their software · price −$29.0M$46.0M+$31.3M
- VeriskVRSK237,764 shares · 0.4% of their software · price −$8.1M$45.1M−$56.4M
- AutodeskADSK149,137 shares · 0.3% of their software · price −$8.4M$35.7M−$19.9M
- SynopsysSNPS73,171 shares · 0.3% of their software · price −$5.4M$29.0M−$7.3M
- DatadogDDOG241,020 shares · 0.3% of their software · price −$4.3M$28.5M+$6.4M
- Clear Secure, Inc.YOU542,532 shares · 0.2% of their software · price +$7.2M$26.6M+$9.0M
- OktaOKTA320,850 shares · 0.2% of their software · price −$2.5M$25.3M+$7.6M
- PTCPTC176,909 shares · 0.2% of their software · price −$5.6M$24.7M−$2.2M
- ZscalerZS166,534 shares · 0.2% of their software · price −$14.1M$23.4M+$8.0M
- CCC Intelligent Solutions Holdings Inc.CCC3,201,129 shares · 0.2% of their software · price −$6.2M$18.7M−$3.6M
- DynatraceDT471,613 shares · 0.2% of their software · price −$3.0M$17.4MFlat
- MorningstarMORN84,286 shares · 0.1% of their software · price −$4.1M$13.9M−$14.5M
- Calix, Inc.CALX277,852 shares · 0.1% of their software · price −$1.1M$13.7M+$14.1M
- F5, Inc.FFIV40,455 shares · 0.1% of their software · price +$1.4M$11.3M+$719K
- The Trade DeskTTD488,904 shares · 0.1% of their software · price −$7.5M$10.8M+$14.7M
- PayPay CorporationPAYP508,544 shares · 0.1% of their software$10.5MNew · +$10.9M
- BoxBOX447,580 shares · 0.1% of their software · price −$2.8M$10.4M−$8.6M
- Strategy IncMSTR75,905 shares · 0.1% of their software · price −$2.1M$9.5M−$7.8M
- SS&CSSNC139,328 shares · 0.1% of their software · price −$2.8M$9.4M+$2.2M
- Block, Inc.XYZ130,273 shares · 0.1% of their software · price −$640K$7.8M+$751K
- PhreesiaPHR520,475 shares · 0.1% of their software · price −$4.4M$5.9M−$5.7M
- Zeta GlobalZETA380,139 shares · 0.1% of their software · price −$1.7M$5.6MNew · +$7.7M
- Corpay, Inc.CPAY18,623 shares · 0.1% of their software$5.4M+$4.7M
- AkamaiAKAM46,057 shares · 0.0% of their software · price +$1.3M$5.3M−$1.4M
- GoDaddyGDDY58,339 shares · 0.0% of their software · price −$2.4M$4.8M−$3.6M
- Paychex, Inc.PAYX48,973 shares · 0.0% of their software · price −$982K$4.5M−$6.8M
- Check PointCHKP24,294 shares · 0.0% of their software · price −$1.0M$3.5M−$163M
- PagSeguro Digital Ltd.PAGS354,255 shares · 0.0% of their software$3.4MNew · +$3.4M
- Roper Technologies, Inc.ROP8,968 shares · 0.0% of their software · price −$819K$3.2M−$1.7M
- PegasystemsPEGA67,407 shares · 0.0% of their software · price −$1.2M$2.8MNew · +$4.0M
- BroadridgeBR14,463 shares · 0.0% of their software · price −$878K$2.4M−$4.5M
- ZoomZM29,145 shares · 0.0% of their software$2.3M−$846K
- WaystarWAY97,551 shares · 0.0% of their software · price −$843K$2.3MFlat
- WorkdayWDAY16,334 shares · 0.0% of their software · price −$1.4M$2.1M−$631K
- HubSpotHUBS8,683 shares · 0.0% of their software · price −$1.4M$2.1M+$1.5M
- MongoDBMDB8,958 shares · 0.0% of their software · price −$1.6M$2.1MFlat
- Manhattan AssociatesMANH15,070 shares · 0.0% of their software · price −$606K$2.0MNew · +$2.6M
- EVERTEC, Inc.EVTC67,661 shares · 0.0% of their software$1.9MFlat
- Fiserv, Inc.FISV33,747 shares · 0.0% of their software$1.9M−$6.7M
- Fair IsaacFICO1,450 shares · 0.0% of their software · price −$903K$1.5M−$10.6M
- TrimbleTRMB20,758 shares · 0.0% of their software$1.4MFlat
- CoStarCSGP32,137 shares · 0.0% of their software · price −$864K$1.3MFlat
- Mitek Systems, Inc.MITK90,064 shares · 0.0% of their software$1.2MNew · +$950K
- DocuSignDOCU22,971 shares · 0.0% of their software$1.1M−$51.3M
- CoreWeave, Inc.CRWV10,029 shares · 0.0% of their software$777KNew · +$718K
- Tyler TechnologiesTYL1,804 shares · 0.0% of their software$615KFlat
- Gen DigitalGEN30,679 shares · 0.0% of their software$562K−$5.9M
- SamsaraIOT13,652 shares · 0.0% of their software$418KFlat
- ToastTOST14,167 shares · 0.0% of their software$369KFlat
- SAPSAP1,889 shares · 0.0% of their software$318KNew · Flat
- WixWIX3,375 shares · 0.0% of their software$296K−$7.6M
- NutanixNTNX5,371 shares · 0.0% of their software$204KFlat