Generalist · London, United Kingdom
Aviva
Q1 2025 · compared with Q4 2024
Filed as Aviva PLC
- Software
- $5.0B
- Weight of 13F
- 12.0%
- Names
- 80
- Net bought
- +$603M
Filed 15 May 2025 · SEC filing.
818 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 202681 names$5.7B+$10.9M
- Q1 202678 names$5.3B+$132M
- Q4 202581 names$6.8B+$1.1B
- Q3 202582 names$7.0B+$317M
- Q2 202584 names$6.5B+$231M
- Q1 202580 names$5.0B+$603M
- Q4 202478 names$4.9B+$42.4M
- Q3 202480 names$4.7B+$284M
- Q2 202481 names$4.5B+$672M
- Q1 202475 names$3.7B+$14.6M
- Q4 202371 names$3.4B+$220M
- Q3 202370 names$2.7B+$43.2M
- Q2 202368 names$2.8B−$79.7M
- Q1 202368 names$2.5B+$46.4M
- Q4 202268 names$2.1B+$245M
- Q3 202270 names$1.8B+$55.7M
- Q2 202271 names$1.9B+$459M
- Q1 202277 names$2.1B+$19.7M
- Q4 202174 names$2.3B+$46.5M
- Q3 202166 names$2.1B−$52.3M
- Q2 202159 names$2.1B+$234M
- Q1 202168 names$1.8B+$36.9M
- Q4 202067 names$1.7B+$5.6M
- Q3 202065 names$1.6B−$95.2M
- Q2 202062 names$1.5B−$77.0M
- Q1 202056 names$1.2B+$81.7M
- Q4 201952 names$1.2B+$45.0M
- Q3 201937 names$1.1B+$71.8M
- Q2 201933 names$985M−$33.7M
- Q1 201934 names$934M−$1.2M
- Q4 201832 names$787M−$203M
- Q3 201831 names$1.1B+$1.0M
- Q2 201826 names$960M+$21.0M
- Q1 201826 names$869M−$43.1M
- Q4 201724 names$868M−$102M
- Q3 201724 names$887M+$6.3M
- Q2 201724 names$831M+$3.4M
- Q1 201724 names$779M−$24.7M
- Q4 201624 names$739M+$19.5M
- Q3 201626 names$691M+$37.4M
- Q2 201625 names$611M—
What moved the book
The five software lines with the largest share change this quarter.
Software held
- MicrosoftMSFT5,901,519 shares · 44.7% of their software · price −$272M$2.2B+$293M
- Automatic Data Processing, Inc.ADP997,311 shares · 6.1% of their software · price +$12.8M$305M+$10.1M
- SalesforceCRM744,729 shares · 4.0% of their software · price −$49.1M$200M+$55.7M
- OracleORCL1,161,549 shares · 3.3% of their software · price −$31.2M$162M+$27.2M
- IntuitINTU245,887 shares · 3.0% of their software · price −$3.6M$151M+$21.8M
- CadenceCDNS578,769 shares · 3.0% of their software · price −$26.7M$147M+$5.6M
- AdobeADBE379,500 shares · 2.9% of their software · price −$23.2M$146M−$20.7M
- ServiceNowNOW179,692 shares · 2.9% of their software · price −$47.4M$143M+$26.9M
- AutodeskADSK442,936 shares · 2.3% of their software · price −$15.0M$116M−$5.2M
- PalantirPLTR1,324,971 shares · 2.3% of their software · price +$11.6M$112M+$44.5M
- Uber Technologies, Inc.UBER1,329,736 shares · 2.0% of their software · price +$16.7M$96.9M+$11.2M
- Fiserv, Inc.FISV402,839 shares · 1.8% of their software · price +$6.2M$89.0M+$11.5M
- ShopifySHOP848,721 shares · 1.6% of their software · price −$9.2M$80.8M+$12.6M
- Palo Alto NetworksPANW458,271 shares · 1.6% of their software · price −$5.2M$78.2M+$12.0M
- Fair IsaacFICO32,111 shares · 1.2% of their software · price −$4.7M$59.2M−$18.0M
- PTCPTC351,031 shares · 1.1% of their software · price −$10.2M$54.4M−$33.8M
- SynopsysSNPS108,014 shares · 0.9% of their software · price −$6.1M$46.3M+$7.5M
- FortinetFTNT454,408 shares · 0.9% of their software · price +$809K$43.7M+$6.0M
- WorkdayWDAY182,730 shares · 0.9% of their software · price −$4.5M$42.7M+$6.7M
- CrowdStrikeCRWD110,669 shares · 0.8% of their software · price +$1.2M$39.0M+$20.3M
- Strategy IncMSTR129,374 shares · 0.8% of their software$37.3M+$10.0M
- Paychex, Inc.PAYX230,460 shares · 0.7% of their software · price +$3.2M$35.6M+$4.4M
- BroadridgeBR133,263 shares · 0.7% of their software · price +$2.2M$32.3M+$4.3M
- AtlassianTEAM151,841 shares · 0.6% of their software · price −$4.7M$32.2M+$5.3M
- AppLovinAPP120,771 shares · 0.6% of their software · price −$7.1M$32.0M+$16.1M
- SnowflakeSNOW208,229 shares · 0.6% of their software · price −$1.7M$30.4M+$4.0M
- VeriskVRSK98,592 shares · 0.6% of their software · price +$2.2M$29.3M+$3.5M
- VeevaVEEV110,150 shares · 0.5% of their software · price +$2.4M$25.5M+$3.1M
- Roper Technologies, Inc.ROP43,272 shares · 0.5% of their software · price +$3.0M$25.5M+$3.0M
- Grab Holdings LimitedGRAB5,498,187 shares · 0.5% of their software · price −$1.0M$24.9M−$1.2M
- TrimbleTRMB374,282 shares · 0.5% of their software · price −$1.9M$24.6M+$3.8M
- HubSpotHUBS41,633 shares · 0.5% of their software · price −$5.2M$23.8M+$4.1M
- NetApp, Inc.NTAP205,859 shares · 0.4% of their software · price −$5.8M$18.1M+$9.2M
- GoDaddyGDDY98,111 shares · 0.4% of their software · price −$1.7M$17.7M+$2.2M
- Tyler TechnologiesTYL29,900 shares · 0.4% of their software$17.4M+$2.4M
- The Trade DeskTTD316,788 shares · 0.3% of their software · price −$19.9M$17.3M+$5.5M
- DatadogDDOG162,426 shares · 0.3% of their software · price −$7.1M$16.1M−$1.1M
- ZscalerZS69,525 shares · 0.3% of their software · price +$1.3M$13.8M+$2.5M
- DocuSignDOCU147,454 shares · 0.2% of their software · price −$1.3M$12.0M+$1.6M
- FactSetFDS26,218 shares · 0.2% of their software · price −$672K$11.9M+$1.6M
- NutanixNTNX169,229 shares · 0.2% of their software · price +$1.5M$11.8M+$1.6M
- OktaOKTA112,108 shares · 0.2% of their software · price +$3.0M$11.8M+$1.1M
- CloudflareNET102,259 shares · 0.2% of their software · price +$512K$11.5M+$9.8M
- F5, Inc.FFIV43,053 shares · 0.2% of their software · price +$637K$11.5M+$1.4M
- TwilioTWLO103,895 shares · 0.2% of their software · price −$1.1M$10.2M+$1.2M
- Gen DigitalGEN381,841 shares · 0.2% of their software$10.1M+$1.3M
- DynatraceDT211,836 shares · 0.2% of their software · price −$1.5M$10.0M+$2.4M
- MongoDBMDB52,097 shares · 0.2% of their software · price −$3.0M$9.1M+$1.8M
- ToastTOST255,098 shares · 0.2% of their software · price −$837K$8.5M+$1.4M
- AkamaiAKAM104,332 shares · 0.2% of their software · price −$1.6M$8.4M+$1.3M
- VeriSign, Inc.VRSN31,897 shares · 0.2% of their software · price +$1.5M$8.1M−$1.0M
- Manhattan AssociatesMANH40,082 shares · 0.1% of their software · price −$3.9M$6.9M+$906K
- SamsaraIOT171,548 shares · 0.1% of their software · price −$919K$6.6M+$2.1M
- DescartesDSGX55,647 shares · 0.1% of their software · price −$711K$5.6M+$727K
- OpenTextOTEX179,207 shares · 0.1% of their software · price −$548K$4.5M−$553K
- PaycomPAYC20,656 shares · 0.1% of their software$4.5M+$700K
- Bentley SystemsBSY39,069 shares · 0.0% of their software$1.5M−$2.4M
- ZoomZM18,061 shares · 0.0% of their software$1.3MFlat
- CoStarCSGP16,007 shares · 0.0% of their software$1.3MFlat
- Block, Inc.XYZ21,241 shares · 0.0% of their software · price −$651K$1.2MFlat
- Corpay, Inc.CPAY2,581 shares · 0.0% of their software$900KFlat
- Joint Stock Company Kaspi.kzKSPI8,385 shares · 0.0% of their software$779KFlat
- Check PointCHKP3,293 shares · 0.0% of their software$751KFlat
- SS&CSSNC8,014 shares · 0.0% of their software$669KFlat
- AppFolioAPPF2,824 shares · 0.0% of their software$621KFlat
- SPS CommerceSPSC4,615 shares · 0.0% of their software$613KFlat
- CommvaultCVLT3,789 shares · 0.0% of their software$598KFlat
- QualysQLYS4,723 shares · 0.0% of their software$595KFlat
- InterDigital, Inc.IDCC2,867 shares · 0.0% of their software$593KNew · +$555K
- Clearwater AnalyticsCWAN21,642 shares · 0.0% of their software$580KNew
- OneSpan Inc.OSPN37,445 shares · 0.0% of their software$571KFlat
- Donnelley Financial Solutions, Inc.DFIN13,007 shares · 0.0% of their software$569KFlat
- ePlus inc.PLUS9,231 shares · 0.0% of their software$563KFlat
- Dave Inc.DAVE6,631 shares · 0.0% of their software$548KFlat
- DoximityDOCS9,282 shares · 0.0% of their software$539KFlat
- A10 Networks, Inc.ATEN32,377 shares · 0.0% of their software$529KFlat
- Ibotta, Inc.IBTA10,092 shares · 0.0% of their software$426KNew · +$657K
- DuolingoDUOL1,363 shares · 0.0% of their software$423KNew · Flat
- BoxBOX13,046 shares · 0.0% of their software$403KFlat
- SprinklrCXM22,832 shares · 0.0% of their software$191KNew · Flat