Generalist · Des Moines, IA
Principal Financial Group
Q1 2026 · compared with Q4 2025
Filed as Principal Financial Group INC
- Software
- $15.4B
- Weight of 13F
- 8.2%
- Names
- 163
- Net bought
- +$547M
2,170 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
- MicrosoftMSFT15,016,976 shares · 36.2% of their software · price −$1.7B$5.6B+$76.8M
- VeevaVEEV4,141,545 shares · 4.7% of their software · price −$197M$728M+$60.6M
- CoStarCSGP17,696,192 shares · 4.6% of their software · price −$476M$714MFlat
- Tyler TechnologiesTYL1,745,625 shares · 3.9% of their software · price −$195M$598M+$132M
- CadenceCDNS1,888,874 shares · 3.4% of their software · price −$65.6M$525M−$101M
- NICENICE4,578,940 shares · 3.3% of their software · price −$12.7M$505M+$488M
- Fair IsaacFICO422,822 shares · 2.9% of their software · price −$263M$451M−$59.6M
- PalantirPLTR2,857,609 shares · 2.7% of their software · price −$89.9M$418M−$76.4M
- Roper Technologies, Inc.ROP1,155,870 shares · 2.7% of their software · price −$105M$409M−$531M
- OracleORCL2,158,816 shares · 2.1% of their software · price −$103M$318M−$60.4M
- VeriskVRSK1,567,509 shares · 1.9% of their software · price −$53.2M$297M+$90.8M
- SalesforceCRM1,415,523 shares · 1.7% of their software · price −$111M$264MFlat
- Uber Technologies, Inc.UBER3,459,980 shares · 1.6% of their software · price −$33.8M$249M+$50.0M
- AppFolioAPPF1,505,882 shares · 1.5% of their software · price −$113M$238M+$60.5M
- CCC Intelligent Solutions Holdings Inc.CCC37,848,476 shares · 1.5% of their software · price −$73.8M$227M+$9.5M
- ToastTOST7,977,244 shares · 1.4% of their software · price −$71.8M$211M+$75.0M
- Palo Alto NetworksPANW1,273,637 shares · 1.3% of their software · price −$30.4M$204M+$9.4M
- ProcorePCOR3,357,361 shares · 1.2% of their software · price −$52.8M$191M−$5.2M
- GuidewireGWRE1,180,334 shares · 1.1% of their software · price −$60.7M$177M+$201M
- ServiceNowNOW1,503,304 shares · 1.0% of their software · price −$73.1M$157M−$13.8M
- IntuitINTU358,636 shares · 1.0% of their software · price −$82.5M$155M+$7.1M
- AppLovinAPP335,768 shares · 0.9% of their software · price −$92.6M$134MFlat
- AdobeADBE542,100 shares · 0.9% of their software · price −$58.0M$132M+$2.1M
- CrowdStrikeCRWD290,642 shares · 0.7% of their software · price −$22.8M$113M+$4.5M
- SynopsysSNPS282,987 shares · 0.7% of their software · price −$20.7M$112M−$10.2M
- Automatic Data Processing, Inc.ADP519,024 shares · 0.7% of their software · price −$28.1M$105M+$5.2M
- DigitalOceanDOCN1,108,420 shares · 0.6% of their software · price +$41.7M$95.1M+$32.4M
- SAPSAP550,531 shares · 0.6% of their software · price −$39.5M$94.3M+$43.5M
- Grab Holdings LimitedGRAB21,422,123 shares · 0.5% of their software · price −$28.5M$78.4M+$41.1M
- TwilioTWLO614,114 shares · 0.5% of their software · price −$10.1M$77.3M+$2.5M
- AutodeskADSK277,615 shares · 0.4% of their software · price −$15.7M$66.5M−$11.4M
- FortinetFTNT808,204 shares · 0.4% of their software · price +$1.9M$66.0M+$1.7M
- Lyft, Inc.LYFT4,246,519 shares · 0.4% of their software · price −$25.8M$56.5M+$58.8M
- DatadogDDOG477,731 shares · 0.4% of their software · price −$8.6M$56.4M−$4.6M
- JFrogFROG1,117,274 shares · 0.3% of their software · price −$17.4M$52.4M+$3.2M
- CloudflareNET245,019 shares · 0.3% of their software · price +$2.3M$50.6M+$20.8M
- Amdocs LimitedDOX646,569 shares · 0.3% of their software · price −$9.9M$42.2M−$3.8M
- Block, Inc.XYZ637,726 shares · 0.2% of their software · price −$3.1M$38.4M+$834K
- Paychex, Inc.PAYX406,885 shares · 0.2% of their software · price −$8.2M$37.5M+$1.9M
- Fiserv, Inc.FISV641,811 shares · 0.2% of their software · price −$7.3M$35.8M+$858K
- DescartesDSGX465,403 shares · 0.2% of their software · price −$7.5M$33.2M+$16.4M
- Agilysys, Inc.AGYS463,682 shares · 0.2% of their software · price −$22.1M$33.0MFlat
- WorkdayWDAY249,580 shares · 0.2% of their software · price −$21.2M$32.4M+$588K
- AkamaiAKAM273,645 shares · 0.2% of their software · price +$7.6M$31.4M+$5.6M
- Sportradar Group AGSRAD1,826,209 shares · 0.2% of their software · price −$12.8M$30.6M+$11.2M
- VaronisVRNS1,403,066 shares · 0.2% of their software · price −$15.9M$30.1MFlat
- OktaOKTA379,433 shares · 0.2% of their software · price −$2.9M$29.9M+$1.5M
- Cellebrite DI Ltd.CLBT2,156,166 shares · 0.2% of their software · price −$9.2M$29.7M+$9.8M
- PaycomPAYC243,762 shares · 0.2% of their software · price −$9.2M$29.6M+$28.9M
- Clear Secure, Inc.YOU591,787 shares · 0.2% of their software · price +$7.9M$28.6M+$626K
- VeriSign, Inc.VRSN113,251 shares · 0.2% of their software · price +$613K$28.1MFlat
- DynatraceDT726,995 shares · 0.2% of their software · price −$4.6M$26.9M−$888K
- ShopifySHOP222,232 shares · 0.2% of their software · price −$9.4M$26.3M−$11.2M
- WixWIX288,018 shares · 0.2% of their software · price −$4.0M$25.9M−$115M
- NetApp, Inc.NTAP251,708 shares · 0.2% of their software · price −$1.2M$25.8MFlat
- ServiceTitanTTAN398,167 shares · 0.2% of their software · price −$17.1M$25.3MFlat
- InterDigital, Inc.IDCC83,495 shares · 0.2% of their software · price −$1.4M$25.2M−$20.0M
- ACI WorldwideACIW597,765 shares · 0.2% of their software · price −$4.1M$24.5M+$790K
- BroadridgeBR150,280 shares · 0.2% of their software · price −$9.1M$24.4M−$29.4M
- BoxBOX1,010,921 shares · 0.2% of their software · price −$6.3M$23.9M+$2.8M
- Corpay, Inc.CPAY81,142 shares · 0.2% of their software · price −$807K$23.6M+$750K
- NutanixNTNX604,657 shares · 0.1% of their software · price −$8.3M$23.0M+$1.2M
- F5, Inc.FFIV79,186 shares · 0.1% of their software · price +$2.7M$22.9M−$1.0M
- TrimbleTRMB346,504 shares · 0.1% of their software · price −$4.5M$22.6M−$7.5M
- Netskope, Inc.NTSK2,547,468 shares · 0.1% of their software · price −$23.1M$21.6M+$10.7M
- DocuSignDOCU449,728 shares · 0.1% of their software · price −$9.4M$21.3M+$1.2M
- PTCPTC144,207 shares · 0.1% of their software · price −$4.6M$20.5M−$911K
- Manhattan AssociatesMANH152,407 shares · 0.1% of their software · price −$6.1M$20.3M+$1.1M
- Tuya Inc.TUYA8,780,143 shares · 0.1% of their software · price +$1.8M$20.3M+$10.2M
- WaystarWAY819,027 shares · 0.1% of their software · price −$7.1M$19.7MFlat
- Calix, Inc.CALX395,333 shares · 0.1% of their software · price −$1.6M$19.4M+$2.8M
- Life360, Inc.LIF463,442 shares · 0.1% of their software · price −$10.8M$18.9M+$24.4M
- Via Transportation, Inc.VIA1,086,438 shares · 0.1% of their software · price −$15.2M$16.3M+$8.9M
- NCR Atleos CorporationNATL361,335 shares · 0.1% of their software · price +$2.0M$15.7MFlat
- GoDaddyGDDY181,582 shares · 0.1% of their software · price −$7.5M$15.0M+$730K
- SPS CommerceSPSC263,634 shares · 0.1% of their software · price −$8.8M$14.7M+$3.3M
- Q2QTWO305,133 shares · 0.1% of their software · price −$7.6M$14.4MFlat
- Zeta GlobalZETA868,239 shares · 0.1% of their software · price −$3.8M$13.8M+$17.4M
- RingCentralRNG368,877 shares · 0.1% of their software · price +$3.1M$13.7MNew · +$10.7M
- BlackLineBL361,796 shares · 0.1% of their software · price −$6.6M$13.4M+$2.0M
- MorningstarMORN77,073 shares · 0.1% of their software · price −$3.7M$13.0M−$2.4M
- Alarm.com Holdings, Inc.ALRM300,204 shares · 0.1% of their software · price −$2.4M$13.0M+$764K
- Bentley SystemsBSY366,551 shares · 0.1% of their software · price −$1.1M$12.9MFlat
- Adeia Inc.ADEA535,037 shares · 0.1% of their software · price +$3.6M$12.9MFlat
- NetScout Systems, Inc.NTCT401,707 shares · 0.1% of their software · price +$1.9M$12.8M+$2.0M
- Gen DigitalGEN669,623 shares · 0.1% of their software · price −$5.6M$12.6MFlat
- QualysQLYS140,317 shares · 0.1% of their software · price −$6.3M$12.3M+$3.0M
- The Trade DeskTTD533,146 shares · 0.1% of their software · price −$8.1M$12.1M+$1.7M
- EVERTEC, Inc.EVTC427,560 shares · 0.1% of their software$12.1M+$1.8M
- WEX Inc.WEX76,507 shares · 0.1% of their software$11.7MFlat
- TeradataTDC451,504 shares · 0.1% of their software · price −$2.2M$11.6MFlat
- ePlus inc.PLUS153,572 shares · 0.1% of their software · price −$1.9M$11.6MFlat
- LiveRamp Holdings, Inc.RAMP400,922 shares · 0.1% of their software · price −$1.1M$10.6M+$615K
- PaylocityPCTY98,152 shares · 0.1% of their software · price −$4.4M$10.6M+$568K
- UiPathPATH955,157 shares · 0.1% of their software · price −$5.1M$10.6M+$820K
- A10 Networks, Inc.ATEN436,279 shares · 0.1% of their software · price +$2.4M$10.1MFlat
- PagSeguro Digital Ltd.PAGS994,414 shares · 0.1% of their software$10.0M−$2.1M
- FactSetFDS45,209 shares · 0.1% of their software · price −$3.3M$9.8M+$620K
- DuolingoDUOL90,040 shares · 0.1% of their software · price −$6.9M$8.9M+$762K
- DropboxDBX390,386 shares · 0.1% of their software · price −$2.0M$8.9MFlat
- PegasystemsPEGA204,522 shares · 0.1% of their software · price −$3.5M$8.7MFlat
- CommvaultCVLT100,145 shares · 0.1% of their software · price −$4.8M$7.8M−$5.7M
- ZoomInfoZI1,301,370 shares · 0.1% of their software$7.8M—
- BILLBILL196,446 shares · 0.0% of their software · price −$3.2M$7.5MFlat
- DoximityDOCS301,052 shares · 0.0% of their software · price −$6.3M$7.0MFlat
- Payoneer Global Inc.PAYO1,411,348 shares · 0.0% of their software · price −$1.1M$6.8M−$2.9M
- Shift4 Payments, Inc.FOUR151,954 shares · 0.0% of their software · price −$2.9M$6.6MFlat
- DoubleVerifyDV648,281 shares · 0.0% of their software · price −$1.3M$6.2MFlat
- FreshworksFRSH765,475 shares · 0.0% of their software · price −$3.2M$6.1M+$4.2M
- Donnelley Financial Solutions, Inc.DFIN129,497 shares · 0.0% of their software$6.1MFlat
- SprinklrCXM978,240 shares · 0.0% of their software · price −$1.7M$5.9M+$557K
- Euronet Worldwide, Inc.EEFT87,321 shares · 0.0% of their software · price −$851K$5.8MFlat
- Upbound Group, Inc.UPBD303,918 shares · 0.0% of their software$5.5M+$969K
- MagniteMGNI445,950 shares · 0.0% of their software · price −$1.9M$5.3M+$3.4M
- ProgressPRGS205,911 shares · 0.0% of their software · price −$3.6M$5.3M−$4.5M
- ZoomZM63,736 shares · 0.0% of their software$5.1M+$4.4M
- PDF Solutions, Inc.PDFS156,515 shares · 0.0% of their software · price +$654K$5.1MFlat
- Pagaya Technologies Ltd.PGY375,212 shares · 0.0% of their software · price −$3.5M$4.4M+$5.3M
- Daily Journal CorporationDJCO8,644 shares · 0.0% of their software$4.2MNew · +$4.2M
- Five9FIVN256,748 shares · 0.0% of their software · price −$1.3M$3.9MFlat
- Check PointCHKP25,392 shares · 0.0% of their software · price −$1.1M$3.6MFlat
- CertaraCERT579,815 shares · 0.0% of their software · price −$1.8M$3.3MFlat
- BlackbaudBLKB81,446 shares · 0.0% of their software · price −$2.0M$3.1MFlat
- SchrödingerSDGR274,458 shares · 0.0% of their software · price −$1.8M$3.1MFlat
- N-ableNABL612,729 shares · 0.0% of their software · price −$1.7M$2.9M+$514K
- Sabre CorporationSABR1,921,514 shares · 0.0% of their software$2.8MFlat
- PagerDutyPD394,297 shares · 0.0% of their software · price −$2.7M$2.4M+$2.4M
- SnowflakeSNOW14,802 shares · 0.0% of their software · price −$1.0M$2.2M+$1.5M
- GigaCloud Technology Inc.GCT46,790 shares · 0.0% of their software$2.1M+$688K
- Diebold Nixdorf, IncorporatedDBD26,869 shares · 0.0% of their software$2.0MFlat
- CourseraCOUR331,500 shares · 0.0% of their software · price −$511K$1.9M+$1.8M
- PhreesiaPHR165,173 shares · 0.0% of their software · price −$1.4M$1.4M+$1.9M
- Rapid7RPD241,621 shares · 0.0% of their software · price −$2.3M$1.3M+$1.5M
- VTEXVTEX330,139 shares · 0.0% of their software$1.3MFlat
- OneSpan Inc.OSPN116,415 shares · 0.0% of their software$1.2MFlat
- Mitek Systems, Inc.MITK84,700 shares · 0.0% of their software$1.1MFlat
- Red Violet, Inc.RDVT28,829 shares · 0.0% of their software · price −$644K$997KFlat
- Commerce.com, Inc.CMRC368,719 shares · 0.0% of their software · price −$535K$984K+$532K
- YextYEXT255,920 shares · 0.0% of their software · price −$1.1M$983K+$969K
- ZscalerZS6,757 shares · 0.0% of their software · price −$572K$948KSplit
- Consensus Cloud Solutions, Inc.CCSI37,492 shares · 0.0% of their software$890KNew · +$818K
- International Money Express, Inc.IMXI50,122 shares · 0.0% of their software$792KFlat
- Bandwidth Inc.BAND41,626 shares · 0.0% of their software$742KFlat
- HubSpotHUBS2,297 shares · 0.0% of their software$561K+$500K
- MongoDBMDB2,279 shares · 0.0% of their software$558K−$3.2M
- AtlassianTEAM7,473 shares · 0.0% of their software · price −$702K$510K+$656K
- Clearwater AnalyticsCWAN20,203 shares · 0.0% of their software$478K—
- SamsaraIOT14,185 shares · 0.0% of their software$450KFlat
- Strategy IncMSTR3,579 shares · 0.0% of their software$447KFlat
- SS&CSSNC5,589 shares · 0.0% of their software$378KFlat
- Core Scientific, Inc.CORZ19,572 shares · 0.0% of their software$293KFlat
- Rubrik, Inc.RBRK5,254 shares · 0.0% of their software$257KFlat
- StoneCo Ltd.STNE18,182 shares · 0.0% of their software$257KFlat
- monday.comMNDY3,389 shares · 0.0% of their software$234KFlat
- WorkivaWK3,671 shares · 0.0% of their software$219KFlat
- ElasticESTC4,196 shares · 0.0% of their software$210K−$6.5M
- Remitly Global, Inc.RELY12,380 shares · 0.0% of their software$194K−$7.4M
- SoundHound AI, Inc.SOUN28,049 shares · 0.0% of their software$193KFlat
- SentinelOneS12,905 shares · 0.0% of their software$166KNew · Flat
- AvePointAVPT10,757 shares · 0.0% of their software$102KNew · Flat
- Rezolve AI PLCRZLV16,044 shares · 0.0% of their software$41KFlat
- Blend Labs, Inc.BLND15,721 shares · 0.0% of their software$27KFlat
- Alight, Inc.ALIT20,811 shares · 0.0% of their software$12KFlat