Generalist · Boston, MA
Rhumbline Advisers
- Software
- $9.5B
- Weight of 13F
- 7.0%
- Names
- 128
- Vs prior quarter
- +$298M
Filed 12 August 2026.
4,189 positions in the whole 13F.
Software held
- MicrosoftMSFT12,613,358 shares · 49.3% of their software$4.7B−$107M
- Palo Alto NetworksPANW1,379,343 shares · 4.9% of their software$470MFlat
- OracleORCL3,040,101 shares · 4.7% of their software$446MFlat
- PalantirPLTR3,681,182 shares · 4.5% of their software$429M−$138M
- CrowdStrikeCRWD427,492 shares · 3.4% of their software$326M+$156M
- AppLovinAPP438,735 shares · 2.4% of their software$226M+$49.2M
- SalesforceCRM1,400,630 shares · 2.3% of their software$219M−$70.7M
- CadenceCDNS500,047 shares · 2.0% of their software$188MFlat
- FortinetFTNT1,154,164 shares · 1.9% of their software$177M+$81.6M
- ServiceNowNOW1,776,116 shares · 1.8% of their software$176M−$14.5M
- DatadogDDOG605,663 shares · 1.7% of their software$158M+$81.9M
- AdobeADBE763,020 shares · 1.6% of their software$156M−$38.5M