Generalist · Des Moines, IA
Principal Financial Group
Q3 2025 · compared with Q2 2025
Filed as Principal Financial Group INC
- Software
- $21.9B
- Weight of 13F
- 11.0%
- Names
- 175
- Net bought
- +$719M
Filed 4 November 2025 · SEC filing.
2,242 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 2026154 names$14.9B−$1.0B
- Q1 2026163 names$15.4B+$547M
- Q4 2025170 names$19.6B+$1.0B
- Q3 2025175 names$21.9B+$719M
- Q2 2025176 names$20.9B+$27.9M
- Q1 2025167 names$17.8B−$545M
- Q4 2024168 names$19.5B+$83.4M
- Q3 2024160 names$19.2B+$312M
- Q2 2024162 names$18.7B+$517M
- Q1 2024162 names$18.1B+$357M
- Q4 2023162 names$16.6B+$62.9M
- Q3 2023160 names$14.2B+$90.1M
- Q2 2023159 names$14.9B−$686M
- Q1 2023151 names$13.5B−$179M
- Q4 2022144 names$12.3B−$406M
- Q3 2022148 names$11.9B−$202M
- Q2 2022145 names$12.7B+$499M
- Q1 2022142 names$15.4B−$54.3M
- Q4 2021140 names$17.8B−$209M
- Q3 2021136 names$17.1B+$412M
- Q2 2021132 names$16.5B+$12.4B
- Q1 2021119 names$13.6B−$17.2M
- Q4 2020120 names$13.9B+$517M
- Q3 2020113 names$12.1B+$98.0M
- Q2 2020106 names$11.3B+$848M
- Q1 202091 names$7.5B+$305M
- Q4 201992 names$7.9B+$247M
- Q3 201991 names$7.0B+$52.7M
- Q2 201987 names$7.1B+$101M
- Q1 201982 names$6.4B−$2.9M
- Q4 201877 names$5.3B−$149M
- Q3 201883 names$6.3B+$79.6M
- Q2 201879 names$5.4B−$346M
- Q1 201872 names$5.4B+$15.1M
- Q4 201772 names$5.0B−$86.5M
- Q3 201765 names$4.7B+$7.6M
- Q2 201765 names$4.4B+$305M
- Q1 201764 names$3.8B+$2.0M
- Q4 201662 names$3.5B−$64.6M
- Q3 201657 names$3.4B−$22.5M
- Q2 201656 names$3.3B—
What moved the book
The five software lines with the largest share change this quarter.
Software held
- MicrosoftMSFT15,024,173 shares · 35.6% of their software · price +$309M$7.8B−$132M
- CoStarCSGP18,623,370 shares · 7.2% of their software · price +$73.9M$1.6BFlat
- Roper Technologies, Inc.ROP2,553,409 shares · 5.8% of their software · price −$174M$1.3B+$30.7M
- VeevaVEEV3,846,877 shares · 5.2% of their software · price +$38.2M$1.1B+$112M
- CadenceCDNS2,301,781 shares · 3.7% of their software · price +$99.2M$809M+$34.1M
- Tyler TechnologiesTYL1,410,640 shares · 3.4% of their software · price −$98.3M$738M+$85.7M
- OracleORCL2,441,969 shares · 3.1% of their software · price +$153M$687M+$37.7M
- Fair IsaacFICO404,105 shares · 2.8% of their software · price −$134M$605M+$55.3M
- PalantirPLTR3,302,903 shares · 2.8% of their software · price +$152M$603M+$125M
- SalesforceCRM1,618,982 shares · 1.8% of their software · price −$57.8M$384M−$17.9M
- CCC Intelligent Solutions Holdings Inc.CCC38,305,155 shares · 1.6% of their software · price −$11.5M$349M+$61.2M
- ServiceNowNOW350,728 shares · 1.5% of their software · price −$37.8M$323M+$29.3M
- AppFolioAPPF1,166,752 shares · 1.5% of their software · price +$52.9M$322M+$76.9M
- VeriskVRSK1,196,460 shares · 1.4% of their software · price −$71.8M$301M+$22.7M
- Uber Technologies, Inc.UBER3,002,912 shares · 1.3% of their software · price +$14.0M$294M+$38.4M
- ProcorePCOR3,301,569 shares · 1.1% of their software · price +$14.9M$241M+$24.6M
- Palo Alto NetworksPANW1,168,576 shares · 1.1% of their software · price −$1.2M$238M+$18.2M
- AppLovinAPP326,999 shares · 1.1% of their software · price +$120M$235M+$104M
- IntuitINTU336,748 shares · 1.1% of their software · price −$35.3M$230MFlat
- ToastTOST5,909,100 shares · 1.0% of their software · price −$46.0M$216M+$6.7M
- SynopsysSNPS412,766 shares · 0.9% of their software · price −$8.0M$204M+$77.4M
- AdobeADBE550,787 shares · 0.9% of their software · price −$18.8M$194M−$19.9M
- WixWIX948,263 shares · 0.8% of their software · price +$18.2M$168M+$3.8M
- Automatic Data Processing, Inc.ADP487,424 shares · 0.7% of their software · price −$7.3M$143M−$5.7M
- CrowdStrikeCRWD272,369 shares · 0.6% of their software · price −$5.2M$134M−$2.0M
- SAPSAP382,375 shares · 0.5% of their software · price −$14.1M$102M−$2.1M
- AutodeskADSK303,459 shares · 0.4% of their software · price +$2.5M$96.4M−$1.2M
- BroadridgeBR387,023 shares · 0.4% of their software · price −$1.9M$92.2M−$2.6M
- WorkdayWDAY341,494 shares · 0.4% of their software$82.2M−$146M
- VaronisVRNS1,411,270 shares · 0.4% of their software · price +$9.5M$81.1M−$2.0M
- Fiserv, Inc.FISV604,832 shares · 0.4% of their software · price −$26.3M$78.0M−$16.4M
- DatadogDDOG486,954 shares · 0.3% of their software · price +$3.9M$69.3M+$21.2M
- ShopifySHOP450,895 shares · 0.3% of their software · price +$15.0M$67.0M+$7.3M
- FortinetFTNT783,495 shares · 0.3% of their software · price −$17.0M$65.9M−$1.9M
- Grab Holdings LimitedGRAB10,220,905 shares · 0.3% of their software · price +$10.1M$61.5M+$20.9M
- JFrogFROG1,258,353 shares · 0.3% of their software · price +$4.3M$59.6M−$2.2M
- Amdocs LimitedDOX725,829 shares · 0.3% of their software · price −$6.7M$59.6M−$3.6M
- TwilioTWLO498,346 shares · 0.2% of their software · price −$12.1M$49.9M+$4.2M
- Paychex, Inc.PAYX390,789 shares · 0.2% of their software · price −$7.3M$49.5M−$2.3M
- Agilysys, Inc.AGYS461,482 shares · 0.2% of their software · price −$4.3M$48.6M+$6.7M
- InterDigital, Inc.IDCC139,826 shares · 0.2% of their software · price +$16.9M$48.3M−$2.0M
- CloudflareNET223,236 shares · 0.2% of their software · price +$4.2M$47.9M−$15.0M
- Block, Inc.XYZ612,358 shares · 0.2% of their software · price +$2.7M$44.3M+$39.9M
- NutanixNTNX594,476 shares · 0.2% of their software · price −$1.2M$44.2M+$44.6M
- Clearwater AnalyticsCWAN2,380,238 shares · 0.2% of their software$42.9M—
- GuidewireGWRE186,472 shares · 0.2% of their software · price −$1.0M$42.9M−$1.1M
- ServiceTitanTTAN408,446 shares · 0.2% of their software · price −$2.6M$41.2M+$924K
- DynatraceDT767,502 shares · 0.2% of their software · price −$5.2M$37.2M−$673K
- ProgressPRGS843,569 shares · 0.2% of their software · price −$16.8M$37.1M−$4.5M
- TrimbleTRMB438,593 shares · 0.2% of their software · price +$2.5M$35.8M−$12.7M
- OktaOKTA370,676 shares · 0.2% of their software · price −$3.1M$34.0M−$884K
- DocuSignDOCU462,040 shares · 0.2% of their software · price −$2.7M$33.3M−$997K
- VeriSign, Inc.VRSN113,332 shares · 0.1% of their software · price −$1.0M$31.7MFlat
- Manhattan AssociatesMANH149,913 shares · 0.1% of their software · price +$1.1M$30.7M−$15.0M
- Cellebrite DI Ltd.CLBT1,657,712 shares · 0.1% of their software · price +$4.2M$30.7M+$5.5M
- NetApp, Inc.NTAP252,575 shares · 0.1% of their software · price +$3.0M$29.9M−$1.3M
- PTCPTC147,049 shares · 0.1% of their software · price +$4.5M$29.9MFlat
- WaystarWAY779,971 shares · 0.1% of their software · price −$2.3M$29.6M+$26.0M
- ACI WorldwideACIW555,692 shares · 0.1% of their software · price +$3.8M$29.3MFlat
- DuolingoDUOL87,807 shares · 0.1% of their software · price −$7.7M$28.3M−$602K
- Sportradar Group AGSRAD1,034,152 shares · 0.1% of their software · price −$1.2M$27.8M−$3.6M
- BoxBOX845,175 shares · 0.1% of their software · price −$1.6M$27.3M+$1.5M
- Netskope, Inc.NTSK1,198,389 shares · 0.1% of their software$27.2MNew · +$27.2M
- F5, Inc.FFIV82,217 shares · 0.1% of their software · price +$2.4M$26.6MFlat
- CommvaultCVLT140,692 shares · 0.1% of their software · price +$2.0M$26.6M+$2.0M
- GoDaddyGDDY178,769 shares · 0.1% of their software · price −$7.7M$24.5M−$2.5M
- The Trade DeskTTD482,666 shares · 0.1% of their software · price −$11.1M$23.7M+$26.6M
- Corpay, Inc.CPAY77,970 shares · 0.1% of their software · price −$3.4M$22.5M−$1.5M
- SPS CommerceSPSC213,986 shares · 0.1% of their software · price −$6.8M$22.3M+$998K
- VertexVERX892,949 shares · 0.1% of their software · price −$9.4M$22.1M+$9.7M
- DoximityDOCS301,885 shares · 0.1% of their software · price +$3.6M$22.1MFlat
- Q2QTWO301,917 shares · 0.1% of their software · price −$6.4M$21.9M+$23.6M
- MorningstarMORN91,155 shares · 0.1% of their software · price −$7.5M$21.1M+$6.9M
- DescartesDSGX207,233 shares · 0.1% of their software · price −$1.5M$19.5M−$756K
- Gen DigitalGEN664,562 shares · 0.1% of their software · price −$671K$18.9M−$528K
- Calix, Inc.CALX287,317 shares · 0.1% of their software · price +$2.4M$17.6MFlat
- PaycomPAYC84,021 shares · 0.1% of their software · price −$2.0M$17.5M−$12.2M
- Clear Secure, Inc.YOU518,611 shares · 0.1% of their software · price +$2.9M$17.3M−$1.1M
- BlackLineBL308,880 shares · 0.1% of their software · price −$1.1M$16.4MFlat
- PaylocityPCTY98,964 shares · 0.1% of their software · price −$2.2M$15.8MFlat
- Remitly Global, Inc.RELY893,791 shares · 0.1% of their software · price −$2.2M$14.6M+$673K
- Via Transportation, Inc.VIA299,380 shares · 0.1% of their software$14.4MNew · +$14.4M
- Alarm.com Holdings, Inc.ALRM270,195 shares · 0.1% of their software · price −$943K$14.3MFlat
- QualysQLYS106,973 shares · 0.1% of their software · price −$1.1M$14.2M+$860K
- NCR Atleos CorporationNATL355,795 shares · 0.1% of their software · price +$3.8M$14.0MFlat
- DigitalOceanDOCN398,022 shares · 0.1% of their software · price +$2.2M$13.6M−$22.1M
- Dave Inc.DAVE67,792 shares · 0.1% of their software · price −$4.7M$13.5M+$3.4M
- AkamaiAKAM173,361 shares · 0.1% of their software · price −$693K$13.1MFlat
- FactSetFDS45,716 shares · 0.1% of their software · price −$7.4M$13.1M−$891K
- DropboxDBX411,177 shares · 0.1% of their software · price +$662K$12.4M−$987K
- WEX Inc.WEX76,123 shares · 0.1% of their software · price +$810K$12.0MFlat
- EVERTEC, Inc.EVTC349,945 shares · 0.1% of their software · price −$794K$11.8M+$1.2M
- PegasystemsPEGA204,927 shares · 0.1% of their software · price +$691K$11.8MFlat
- Shift4 Payments, Inc.FOUR148,952 shares · 0.1% of their software · price −$3.2M$11.5MFlat
- SailPointSAIL501,322 shares · 0.1% of their software$11.1M−$1.4M
- BILLBILL203,841 shares · 0.0% of their software · price +$1.4M$10.8M−$503K
- Payoneer Global Inc.PAYO1,754,379 shares · 0.0% of their software · price −$1.4M$10.6MFlat
- ePlus inc.PLUS143,584 shares · 0.0% of their software$10.2MFlat
- LiveRamp Holdings, Inc.RAMP367,141 shares · 0.0% of their software · price −$2.2M$10.0MFlat
- TeradataTDC453,462 shares · 0.0% of their software$9.8MFlat
- Tuya Inc.TUYA3,716,002 shares · 0.0% of their software · price +$595K$9.2M−$4.4M
- Adeia Inc.ADEA528,880 shares · 0.0% of their software · price +$1.4M$8.9MFlat
- NetScout Systems, Inc.NTCT329,780 shares · 0.0% of their software$8.5M−$591K
- UnityU211,686 shares · 0.0% of their software · price +$3.4M$8.5M+$1.6M
- PagSeguro Digital Ltd.PAGS788,922 shares · 0.0% of their software$7.9M+$2.3M
- DoubleVerifyDV651,216 shares · 0.0% of their software · price −$1.9M$7.8MFlat
- A10 Networks, Inc.ATEN421,423 shares · 0.0% of their software · price −$506K$7.6MFlat
- Euronet Worldwide, Inc.EEFT85,728 shares · 0.0% of their software · price −$1.2M$7.5M−$653K
- CertaraCERT577,936 shares · 0.0% of their software$7.1MFlat
- BullishBLSH110,587 shares · 0.0% of their software$7.0MNew · +$7.0M
- Donnelley Financial Solutions, Inc.DFIN132,838 shares · 0.0% of their software · price −$1.4M$6.8MFlat
- ZoomInfoZI623,700 shares · 0.0% of their software$6.8M—
- SprinklrCXM791,734 shares · 0.0% of their software · price −$586K$6.1M+$976K
- Upbound Group, Inc.UPBD251,714 shares · 0.0% of their software$5.9MFlat
- Life360, Inc.LIF54,202 shares · 0.0% of their software · price +$2.2M$5.8MNew · +$3.5M
- SchrödingerSDGR271,135 shares · 0.0% of their software$5.4MFlat
- BlackbaudBLKB84,154 shares · 0.0% of their software$5.4MFlat
- MongoDBMDB15,968 shares · 0.0% of their software · price +$1.6M$5.0M+$2.6M
- Check PointCHKP23,540 shares · 0.0% of their software$4.9MFlat
- FlywireFLYW331,356 shares · 0.0% of their software · price +$610K$4.5MNew · +$3.9M
- Rubrik, Inc.RBRK54,394 shares · 0.0% of their software$4.5M+$4.5M
- Five9FIVN165,482 shares · 0.0% of their software$4.0MNew · +$4.4M
- PDF Solutions, Inc.PDFS154,675 shares · 0.0% of their software · price +$687K$4.0MFlat
- N-ableNABL486,149 shares · 0.0% of their software$3.8M+$552K
- MagniteMGNI162,440 shares · 0.0% of their software$3.5M+$1.3M
- Sabre CorporationSABR1,902,990 shares · 0.0% of their software · price −$2.5M$3.5MFlat
- FreshworksFRSH288,300 shares · 0.0% of their software · price −$905K$3.4M−$3.3M
- SnowflakeSNOW11,669 shares · 0.0% of their software$2.6M−$12.3M
- Bentley SystemsBSY48,637 shares · 0.0% of their software$2.5MFlat
- Thryv Holdings, Inc.THRY199,364 shares · 0.0% of their software$2.4MFlat
- Pagaya Technologies Ltd.PGY78,545 shares · 0.0% of their software · price +$657K$2.3MNew · +$1.7M
- Grindr Inc.GRND154,345 shares · 0.0% of their software · price −$1.2M$2.3M+$1.8M
- PagerDutyPD135,098 shares · 0.0% of their software$2.2M+$948K
- Strategy IncMSTR5,970 shares · 0.0% of their software$1.9M−$13.3M
- Rapid7RPD89,900 shares · 0.0% of their software$1.7M+$676K
- i3 Verticals, Inc.IIIV47,126 shares · 0.0% of their software$1.5MFlat
- AmplitudeAMPL128,286 shares · 0.0% of their software$1.4M−$583K
- ZscalerZS4,257 shares · 0.0% of their software$1.3MFlat
- Diebold Nixdorf, IncorporatedDBD19,831 shares · 0.0% of their software$1.1MNew · +$1.1M
- OneSpan Inc.OSPN64,212 shares · 0.0% of their software$1.0M+$624K
- Red Violet, Inc.RDVT17,796 shares · 0.0% of their software$930K+$608K
- Paysafe LimitedPSFE68,361 shares · 0.0% of their software$883KFlat
- PhreesiaPHR37,018 shares · 0.0% of their software$871K−$689K
- Repay Holdings CorporationRPAY164,941 shares · 0.0% of their software$863KFlat
- Commerce.com, Inc.CMRC161,077 shares · 0.0% of their software$804K+$518K
- YextYEXT93,801 shares · 0.0% of their software$799KFlat
- ZoomZM9,673 shares · 0.0% of their software$798KFlat
- AtlassianTEAM4,811 shares · 0.0% of their software$768KFlat
- CourseraCOUR64,029 shares · 0.0% of their software$750KFlat
- HubSpotHUBS1,601 shares · 0.0% of their software$749K−$9.8M
- VTEXVTEX167,709 shares · 0.0% of their software$735KNew · +$1.1M
- International Money Express, Inc.IMXI49,806 shares · 0.0% of their software$696KFlat
- SS&CSSNC7,769 shares · 0.0% of their software$690KFlat
- Mitek Systems, Inc.MITK68,944 shares · 0.0% of their software$674KFlat
- GigaCloud Technology Inc.GCT20,509 shares · 0.0% of their software$582K−$513K
- Simulations PlusSLP32,399 shares · 0.0% of their software$488K−$1.0M
- monday.comMNDY2,341 shares · 0.0% of their software$453KFlat
- SoundHound AI, Inc.SOUN28,047 shares · 0.0% of their software$451KFlat
- Paysign, Inc.PAYS68,156 shares · 0.0% of their software$429KNew · Flat
- Viant Technology Inc.DSP47,956 shares · 0.0% of their software$414KFlat
- Core Scientific, Inc.CORZ21,511 shares · 0.0% of their software$386KFlat
- StoneCo Ltd.STNE19,234 shares · 0.0% of their software$364KFlat
- WorkivaWK3,850 shares · 0.0% of their software$331KFlat
- Bandwidth Inc.BAND19,383 shares · 0.0% of their software$323KFlat
- Lyft, Inc.LYFT14,467 shares · 0.0% of their software$318KFlat
- SamsaraIOT7,976 shares · 0.0% of their software$297KFlat
- Zeta GlobalZETA14,264 shares · 0.0% of their software$283KFlat
- TenableTENB9,300 shares · 0.0% of their software$271KFlat
- ElasticESTC2,682 shares · 0.0% of their software$227KFlat
- UiPathPATH15,398 shares · 0.0% of their software$206KFlat
- AvePointAVPT10,177 shares · 0.0% of their software$153K−$5.4M
- Alight, Inc.ALIT29,819 shares · 0.0% of their software$97KFlat
- Blend Labs, Inc.BLND16,242 shares · 0.0% of their software$59KFlat
- Rezolve AI PLCRZLV11,225 shares · 0.0% of their software$56KNew · Flat
- 8x8EGHT10,075 shares · 0.0% of their software$21K—