Generalist · Des Moines, IA
Principal Financial Group
Q4 2025 · compared with Q3 2025
Filed as Principal Financial Group INC
- Software
- $19.6B
- Weight of 13F
- 10.0%
- Names
- 170
- Net bought
- +$1.0B
Filed 2 February 2026 · SEC filing.
2,173 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
- MicrosoftMSFT14,858,135 shares · 36.7% of their software · price −$510M$7.2B−$86.0M
- CoStarCSGP17,566,074 shares · 6.0% of their software · price −$301M$1.2B−$89.2M
- Roper Technologies, Inc.ROP2,348,526 shares · 5.3% of their software · price −$126M$1.0B−$102M
- VeevaVEEV3,870,293 shares · 4.4% of their software · price −$289M$864MFlat
- Fair IsaacFICO458,085 shares · 4.0% of their software · price +$88.9M$775M+$80.8M
- CadenceCDNS2,213,103 shares · 3.5% of their software · price −$85.6M$692M−$31.1M
- Tyler TechnologiesTYL1,454,061 shares · 3.4% of their software · price −$101M$660M+$22.7M
- PalantirPLTR3,287,367 shares · 3.0% of their software · price −$15.4M$584MFlat
- OracleORCL2,468,648 shares · 2.5% of their software · price −$213M$481M+$7.5M
- SalesforceCRM1,418,467 shares · 1.9% of their software · price +$39.6M$376M−$47.5M
- CCC Intelligent Solutions Holdings Inc.CCC36,659,010 shares · 1.5% of their software · price −$42.5M$291M−$15.0M
- AppFolioAPPF1,245,949 shares · 1.5% of their software · price −$53.6M$290M+$21.8M
- VeriskVRSK1,161,685 shares · 1.3% of their software · price −$32.3M$260M−$8.7M
- ProcorePCOR3,428,825 shares · 1.3% of their software · price −$617K$249M+$9.3M
- ServiceNowNOW1,593,131 shares · 1.2% of their software · price −$1.2B$244M+$1.1B
- Uber Technologies, Inc.UBER2,847,464 shares · 1.2% of their software · price −$46.3M$233M−$15.2M
- IntuitINTU347,871 shares · 1.2% of their software · price −$7.1M$230M+$7.6M
- AppLovinAPP337,649 shares · 1.2% of their software · price −$15.1M$228M+$7.7M
- Palo Alto NetworksPANW1,222,845 shares · 1.2% of their software · price −$23.7M$225M+$11.1M
- ToastTOST5,866,235 shares · 1.1% of their software · price −$5.9M$208MFlat
- AdobeADBE536,151 shares · 1.0% of their software · price −$1.5M$188M−$5.2M
- WixWIX1,397,962 shares · 0.7% of their software · price −$103M$145M+$79.9M
- SynopsysSNPS304,694 shares · 0.7% of their software · price −$7.2M$143M−$53.3M
- CrowdStrikeCRWD281,115 shares · 0.7% of their software · price −$6.1M$132M+$4.3M
- Automatic Data Processing, Inc.ADP498,823 shares · 0.7% of their software · price −$18.1M$128M+$3.3M
- AutodeskADSK316,225 shares · 0.5% of their software · price −$6.8M$93.6M+$4.1M
- SAPSAP371,491 shares · 0.5% of their software · price −$9.0M$90.2M−$2.9M
- TwilioTWLO596,438 shares · 0.4% of their software · price +$25.1M$84.8M+$9.8M
- DatadogDDOG511,788 shares · 0.4% of their software · price −$3.3M$69.6M+$3.5M
- JFrogFROG1,065,848 shares · 0.3% of their software · price +$16.1M$66.6M−$9.1M
- Grab Holdings LimitedGRAB13,177,391 shares · 0.3% of their software · price −$13.6M$65.8M+$17.8M
- BroadridgeBR282,152 shares · 0.3% of their software · price −$4.2M$63.0M−$25.0M
- FortinetFTNT787,234 shares · 0.3% of their software · price −$3.7M$62.5MFlat
- Clearwater AnalyticsCWAN2,532,274 shares · 0.3% of their software$61.1M—
- Amdocs LimitedDOX693,644 shares · 0.3% of their software · price −$1.1M$55.8M−$2.6M
- Agilysys, Inc.AGYS460,699 shares · 0.3% of their software · price +$6.3M$54.7MFlat
- WorkdayWDAY246,844 shares · 0.3% of their software · price −$6.4M$53.0M−$22.8M
- ShopifySHOP291,860 shares · 0.2% of their software · price +$3.6M$47.0M−$23.6M
- InterDigital, Inc.IDCC146,320 shares · 0.2% of their software · price −$3.9M$46.6M+$2.2M
- VaronisVRNS1,410,846 shares · 0.2% of their software · price −$34.8M$46.3MFlat
- Paychex, Inc.PAYX390,002 shares · 0.2% of their software · price −$5.7M$43.8MFlat
- ServiceTitanTTAN402,365 shares · 0.2% of their software · price +$2.3M$42.9M−$613K
- Fiserv, Inc.FISV629,034 shares · 0.2% of their software · price −$38.8M$42.3M+$3.1M
- Block, Inc.XYZ624,907 shares · 0.2% of their software · price −$4.5M$40.7M+$907K
- GuidewireGWRE182,342 shares · 0.2% of their software · price −$5.3M$36.7M−$949K
- TrimbleTRMB442,056 shares · 0.2% of their software · price −$1.5M$34.6MFlat
- Netskope, Inc.NTSK1,939,113 shares · 0.2% of their software · price −$10.1M$34.0M+$16.8M
- DynatraceDT747,491 shares · 0.2% of their software · price −$3.8M$32.4M−$970K
- Sportradar Group AGSRAD1,354,900 shares · 0.2% of their software · price −$4.2M$32.2M+$8.6M
- OktaOKTA361,676 shares · 0.2% of their software · price −$1.9M$31.3M−$825K
- NutanixNTNX581,526 shares · 0.2% of their software · price −$13.2M$30.1M−$963K
- NICENICE263,526 shares · 0.2% of their software · price −$8.4M$29.8MNew · +$38.2M
- DocuSignDOCU431,475 shares · 0.2% of their software · price −$1.6M$29.5M−$2.2M
- Cellebrite DI Ltd.CLBT1,610,832 shares · 0.1% of their software · price −$805K$29.0M−$869K
- ACI WorldwideACIW581,243 shares · 0.1% of their software · price −$2.9M$27.8M+$1.3M
- VeriSign, Inc.VRSN113,614 shares · 0.1% of their software · price −$4.2M$27.6MFlat
- CloudflareNET139,370 shares · 0.1% of their software · price −$2.4M$27.5M−$18.0M
- BoxBOX917,405 shares · 0.1% of their software · price −$2.2M$27.4M+$2.3M
- NetApp, Inc.NTAP254,047 shares · 0.1% of their software · price −$2.9M$27.2MFlat
- WaystarWAY826,870 shares · 0.1% of their software · price −$4.3M$27.1M+$1.8M
- VertexVERX1,335,122 shares · 0.1% of their software · price −$6.4M$26.7M+$11.0M
- PTCPTC149,437 shares · 0.1% of their software · price −$4.3M$26.0MFlat
- Manhattan AssociatesMANH146,331 shares · 0.1% of their software · price −$4.6M$25.4M−$734K
- DescartesDSGX278,623 shares · 0.1% of their software · price −$1.8M$24.5M+$6.7M
- Corpay, Inc.CPAY78,651 shares · 0.1% of their software · price +$1.0M$23.7MFlat
- Lyft, Inc.LYFT1,213,186 shares · 0.1% of their software · price −$3.2M$23.5M+$26.4M
- Via Transportation, Inc.VIA778,155 shares · 0.1% of their software · price −$14.8M$22.6M+$23.0M
- GoDaddyGDDY175,702 shares · 0.1% of their software · price −$2.2M$21.8MFlat
- Q2QTWO299,002 shares · 0.1% of their software$21.6MFlat
- F5, Inc.FFIV83,297 shares · 0.1% of their software · price −$5.7M$21.3MFlat
- DigitalOceanDOCN434,189 shares · 0.1% of their software · price +$6.1M$20.9M+$1.2M
- SPS CommerceSPSC226,729 shares · 0.1% of their software · price −$3.4M$20.2M+$1.3M
- Clear Secure, Inc.YOU573,955 shares · 0.1% of their software · price +$976K$20.1M+$1.8M
- MorningstarMORN88,071 shares · 0.1% of their software · price −$1.3M$19.1M−$716K
- The Trade DeskTTD489,050 shares · 0.1% of their software · price −$5.4M$18.6MFlat
- Gen DigitalGEN681,012 shares · 0.1% of their software · price −$817K$18.5MFlat
- AkamaiAKAM209,220 shares · 0.1% of their software · price +$2.4M$18.3M+$2.7M
- CommvaultCVLT145,448 shares · 0.1% of their software · price −$9.2M$18.2M+$898K
- Calix, Inc.CALX342,648 shares · 0.1% of their software · price −$2.9M$18.1M+$3.4M
- BlackLineBL325,762 shares · 0.1% of their software · price +$713K$18.0M+$896K
- QualysQLYS117,819 shares · 0.1% of their software$15.7M+$1.4M
- DuolingoDUOL85,698 shares · 0.1% of their software · price −$12.5M$15.0M−$679K
- UiPathPATH905,100 shares · 0.1% of their software · price +$2.7M$14.8M+$11.9M
- Alarm.com Holdings, Inc.ALRM285,237 shares · 0.1% of their software · price −$588K$14.6M+$798K
- PaylocityPCTY94,425 shares · 0.1% of their software · price −$639K$14.4M−$723K
- Bentley SystemsBSY363,634 shares · 0.1% of their software · price −$4.8M$13.9M+$16.2M
- TeradataTDC442,742 shares · 0.1% of their software · price +$4.0M$13.5MFlat
- NCR Atleos CorporationNATL353,372 shares · 0.1% of their software$13.5MFlat
- ProgressPRGS311,105 shares · 0.1% of their software$13.4M−$23.4M
- ePlus inc.PLUS150,858 shares · 0.1% of their software · price +$2.5M$13.2M+$517K
- DoximityDOCS294,271 shares · 0.1% of their software · price −$8.5M$13.0M−$557K
- FactSetFDS43,072 shares · 0.1% of their software$12.5M−$757K
- Dave Inc.DAVE55,785 shares · 0.1% of their software · price +$1.2M$12.4M−$2.4M
- PegasystemsPEGA196,948 shares · 0.1% of their software$11.8MFlat
- PagSeguro Digital Ltd.PAGS1,210,225 shares · 0.1% of their software$11.7M+$4.2M
- LiveRamp Holdings, Inc.RAMP379,976 shares · 0.1% of their software · price +$847K$11.2MFlat
- WEX Inc.WEX73,754 shares · 0.1% of their software · price −$631K$11.0MFlat
- Payoneer Global Inc.PAYO1,923,051 shares · 0.1% of their software · price −$827K$10.8M+$1.0M
- EVERTEC, Inc.EVTC367,157 shares · 0.1% of their software · price −$1.7M$10.7M+$581K
- BILLBILL191,483 shares · 0.1% of their software$10.4M−$655K
- DropboxDBX375,359 shares · 0.1% of their software · price −$905K$10.4M−$1.1M
- PaycomPAYC62,416 shares · 0.1% of their software · price −$3.0M$9.9M−$4.5M
- Shift4 Payments, Inc.FOUR144,740 shares · 0.0% of their software · price −$2.1M$9.1MFlat
- Adeia Inc.ADEA523,442 shares · 0.0% of their software$9.0MFlat
- NetScout Systems, Inc.NTCT326,932 shares · 0.0% of their software$8.8MFlat
- Tuya Inc.TUYA3,958,701 shares · 0.0% of their software · price −$1.4M$8.4M+$599K
- A10 Networks, Inc.ATEN452,246 shares · 0.0% of their software$8.0M+$559K
- Remitly Global, Inc.RELY545,739 shares · 0.0% of their software · price −$1.4M$7.5M−$5.7M
- DoubleVerifyDV635,030 shares · 0.0% of their software$7.3MFlat
- FlywireFLYW504,771 shares · 0.0% of their software$7.1M+$2.3M
- SprinklrCXM906,594 shares · 0.0% of their software$7.1M+$887K
- ElasticESTC89,955 shares · 0.0% of their software · price −$814K$6.8M+$7.4M
- Euronet Worldwide, Inc.EEFT84,128 shares · 0.0% of their software · price −$984K$6.4MFlat
- ZoomInfoZI589,862 shares · 0.0% of their software$6.0M—
- Donnelley Financial Solutions, Inc.DFIN126,713 shares · 0.0% of their software · price −$601K$5.9MFlat
- Chime Financial, Inc.CHYM231,838 shares · 0.0% of their software · price +$1.2M$5.8MNew · +$4.7M
- UnityU125,465 shares · 0.0% of their software · price +$518K$5.5M−$3.5M
- Life360, Inc.LIF83,501 shares · 0.0% of their software · price −$3.5M$5.4M+$3.1M
- FreshworksFRSH423,528 shares · 0.0% of their software$5.2M+$1.6M
- BlackbaudBLKB79,998 shares · 0.0% of their software$5.1MFlat
- Check PointCHKP26,967 shares · 0.0% of their software · price −$576K$5.0M+$709K
- CertaraCERT567,455 shares · 0.0% of their software · price −$1.9M$5.0MFlat
- Five9FIVN245,429 shares · 0.0% of their software · price −$1.0M$4.9M+$1.9M
- SchrödingerSDGR268,360 shares · 0.0% of their software · price −$585K$4.8MFlat
- Upbound Group, Inc.UPBD248,719 shares · 0.0% of their software · price −$1.5M$4.4MFlat
- PDF Solutions, Inc.PDFS153,048 shares · 0.0% of their software$4.4MFlat
- MongoDBMDB9,900 shares · 0.0% of their software · price +$1.1M$4.2M−$1.9M
- N-ableNABL543,987 shares · 0.0% of their software$4.1MFlat
- MagniteMGNI237,220 shares · 0.0% of their software · price −$1.3M$3.9M+$1.6M
- BrazeBRZE108,809 shares · 0.0% of their software · price +$637K$3.7MNew · +$3.1M
- Grindr Inc.GRND241,572 shares · 0.0% of their software$3.3M+$1.3M
- PagerDutyPD207,857 shares · 0.0% of their software · price −$709K$2.7M+$1.2M
- Sabre CorporationSABR1,882,712 shares · 0.0% of their software · price −$885K$2.6MFlat
- Pagaya Technologies Ltd.PGY120,662 shares · 0.0% of their software · price −$1.1M$2.5M+$1.3M
- Rapid7RPD141,408 shares · 0.0% of their software · price −$502K$2.1M+$966K
- Diebold Nixdorf, IncorporatedDBD30,543 shares · 0.0% of their software$2.1M+$611K
- SnowflakeSNOW8,152 shares · 0.0% of their software$1.8M−$793K
- Red Violet, Inc.RDVT26,144 shares · 0.0% of their software$1.5MFlat
- OneSpan Inc.OSPN94,578 shares · 0.0% of their software$1.2MFlat
- GigaCloud Technology Inc.GCT29,276 shares · 0.0% of their software$1.1MFlat
- ZoomZM13,162 shares · 0.0% of their software$1.1MFlat
- International Money Express, Inc.IMXI73,524 shares · 0.0% of their software$1.1MFlat
- YextYEXT135,697 shares · 0.0% of their software$1.1MFlat
- Mitek Systems, Inc.MITK100,993 shares · 0.0% of their software$1.1MFlat
- Commerce.com, Inc.CMRC239,496 shares · 0.0% of their software$987KFlat
- VTEXVTEX249,679 shares · 0.0% of their software$939KFlat
- PhreesiaPHR52,657 shares · 0.0% of their software$891KFlat
- Repay Holdings CorporationRPAY243,723 shares · 0.0% of their software$890KFlat
- Simulations PlusSLP47,823 shares · 0.0% of their software$872KFlat
- Viant Technology Inc.DSP71,586 shares · 0.0% of their software$862KFlat
- Paysafe LimitedPSFE101,168 shares · 0.0% of their software$818KFlat
- ZscalerZS3,434 shares · 0.0% of their software$772KFlat
- CourseraCOUR88,650 shares · 0.0% of their software$652KFlat
- monday.comMNDY4,271 shares · 0.0% of their software$630KFlat
- Strategy IncMSTR3,994 shares · 0.0% of their software · price −$680K$607K−$637K
- AtlassianTEAM3,429 shares · 0.0% of their software$556KFlat
- Paysign, Inc.PAYS100,955 shares · 0.0% of their software$520KFlat
- SS&CSSNC5,760 shares · 0.0% of their software$504KFlat
- Bandwidth Inc.BAND27,667 shares · 0.0% of their software$427KFlat
- HubSpotHUBS1,051 shares · 0.0% of their software$422KFlat
- WorkivaWK2,971 shares · 0.0% of their software$256KFlat
- Rubrik, Inc.RBRK3,143 shares · 0.0% of their software$240K−$4.2M
- Core Scientific, Inc.CORZ16,387 shares · 0.0% of their software$239KFlat
- SamsaraIOT6,458 shares · 0.0% of their software$229KFlat
- Zeta GlobalZETA11,136 shares · 0.0% of their software$227KFlat
- SoundHound AI, Inc.SOUN22,194 shares · 0.0% of their software$221KFlat
- StoneCo Ltd.STNE14,842 shares · 0.0% of their software$220KFlat
- Alight, Inc.ALIT18,521 shares · 0.0% of their software$36KFlat
- Blend Labs, Inc.BLND11,657 shares · 0.0% of their software$35KFlat
- Rezolve AI PLCRZLV10,588 shares · 0.0% of their software$27KFlat