Generalist · London, United Kingdom
Aviva
Q2 2025 · compared with Q1 2025
Filed as Aviva PLC
- Software
- $6.5B
- Weight of 13F
- 13.4%
- Names
- 84
- Net bought
- +$231M
Filed 7 August 2025 · SEC filing.
856 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
- MicrosoftMSFT6,260,559 shares · 48.0% of their software · price +$764M$3.1B+$135M
- Automatic Data Processing, Inc.ADP958,731 shares · 4.6% of their software · price +$2.8M$296M−$11.8M
- OracleORCL1,256,686 shares · 4.2% of their software · price +$99.1M$275M+$13.3M
- PalantirPLTR1,606,388 shares · 3.4% of their software · price +$83.4M$219M+$23.8M
- SalesforceCRM795,904 shares · 3.3% of their software · price +$3.4M$217M+$13.7M
- CadenceCDNS552,861 shares · 2.6% of their software · price +$29.8M$170M−$6.6M
- IntuitINTU211,441 shares · 2.6% of their software · price +$36.7M$167M−$21.1M
- ServiceNowNOW155,656 shares · 2.5% of their software · price +$36.1M$160M−$19.1M
- Uber Technologies, Inc.UBER1,416,592 shares · 2.0% of their software · price +$29.0M$132M+$6.3M
- AdobeADBE320,015 shares · 1.9% of their software · price +$1.1M$124M−$22.8M
- ShopifySHOP910,079 shares · 1.6% of their software · price +$18.1M$105M+$5.9M
- Palo Alto NetworksPANW494,740 shares · 1.6% of their software · price +$16.8M$101M+$6.2M
- CrowdStrikeCRWD185,155 shares · 1.5% of their software · price +$29.0M$94.3M+$26.3M
- AutodeskADSK268,157 shares · 1.3% of their software · price +$12.8M$83.0M−$45.8M
- Strategy IncMSTR185,087 shares · 1.2% of their software · price +$21.5M$74.8M+$16.1M
- Fiserv, Inc.FISV428,898 shares · 1.1% of their software · price −$20.8M$73.9M+$5.8M
- PTCPTC362,647 shares · 1.0% of their software · price +$6.3M$62.5M+$1.8M
- AppLovinAPP174,904 shares · 0.9% of their software · price +$14.9M$61.2M+$14.3M
- SynopsysSNPS115,177 shares · 0.9% of their software · price +$9.7M$59.0M+$3.1M
- SnowflakeSNOW233,353 shares · 0.8% of their software · price +$18.1M$52.2M+$3.7M
- FortinetFTNT488,017 shares · 0.8% of their software · price +$4.6M$51.6M+$3.2M
- Roper Technologies, Inc.ROP80,292 shares · 0.7% of their software · price −$1.8M$45.5M+$21.8M
- CloudflareNET230,812 shares · 0.7% of their software · price +$19.2M$45.2M+$14.5M
- WorkdayWDAY160,931 shares · 0.6% of their software · price +$1.0M$38.6M−$5.1M
- Paychex, Inc.PAYX245,406 shares · 0.6% of their software · price −$2.2M$35.7M+$2.3M
- VeevaVEEV116,447 shares · 0.5% of their software · price +$6.6M$33.5M+$1.5M
- Fair IsaacFICO18,232 shares · 0.5% of their software$33.3M−$25.6M
- VeriskVRSK104,646 shares · 0.5% of their software · price +$1.5M$32.6M+$1.8M
- Grab Holdings LimitedGRAB5,455,360 shares · 0.4% of their software · price +$2.7M$27.4MFlat
- Block, Inc.XYZ382,528 shares · 0.4% of their software · price +$5.2M$26.0M+$19.6M
- AtlassianTEAM123,708 shares · 0.4% of their software · price −$1.1M$25.1M−$6.0M
- DatadogDDOG184,095 shares · 0.4% of their software · price +$6.5M$24.7M+$2.1M
- The Trade DeskTTD341,848 shares · 0.4% of their software · price +$5.9M$24.6M+$1.4M
- ZscalerZS75,086 shares · 0.4% of their software · price +$8.7M$23.6M+$1.1M
- BroadridgeBR87,437 shares · 0.3% of their software$21.2M−$11.1M
- HubSpotHUBS37,093 shares · 0.3% of their software · price −$544K$20.6M−$2.6M
- CoStarCSGP252,055 shares · 0.3% of their software$20.3M+$18.7M
- Tyler TechnologiesTYL32,237 shares · 0.3% of their software$19.1M+$1.4M
- GoDaddyGDDY105,673 shares · 0.3% of their software$19.0M+$1.4M
- VeriSign, Inc.VRSN64,938 shares · 0.3% of their software · price +$2.3M$18.8M+$8.4M
- NetApp, Inc.NTAP159,514 shares · 0.3% of their software · price +$3.0M$17.0M−$4.1M
- Corpay, Inc.CPAY47,391 shares · 0.2% of their software · price −$801K$15.7M+$15.6M
- ZoomZM193,497 shares · 0.2% of their software · price +$815K$15.1M+$12.9M
- ToastTOST325,113 shares · 0.2% of their software · price +$3.6M$14.4M+$2.3M
- TrimbleTRMB183,272 shares · 0.2% of their software · price +$1.9M$13.9M−$12.5M
- NutanixNTNX179,812 shares · 0.2% of their software · price +$1.2M$13.7M+$739K
- F5, Inc.FFIV46,647 shares · 0.2% of their software · price +$1.3M$13.7M+$957K
- TwilioTWLO110,225 shares · 0.2% of their software · price +$2.9M$13.7M+$620K
- SS&CSSNC165,483 shares · 0.2% of their software$13.7M+$13.2M
- FactSetFDS27,988 shares · 0.2% of their software$12.5M+$805K
- OktaOKTA122,605 shares · 0.2% of their software · price −$644K$12.3M+$1.1M
- DocuSignDOCU156,526 shares · 0.2% of their software · price −$549K$12.2M+$738K
- DynatraceDT220,159 shares · 0.2% of their software · price +$1.8M$12.2MFlat
- Gen DigitalGEN407,156 shares · 0.2% of their software · price +$1.2M$12.0M+$672K
- MongoDBMDB55,723 shares · 0.2% of their software · price +$1.9M$11.7M+$636K
- AkamaiAKAM108,777 shares · 0.1% of their software$8.7MFlat
- PaycomPAYC34,129 shares · 0.1% of their software$7.9M+$2.9M
- SamsaraIOT183,316 shares · 0.1% of their software$7.3MFlat
- DescartesDSGX60,356 shares · 0.1% of their software$6.1MFlat
- OpenTextOTEX189,155 shares · 0.1% of their software · price +$745K$5.5MFlat
- Bentley SystemsBSY39,932 shares · 0.0% of their software · price +$584K$2.2MFlat
- Check PointCHKP5,602 shares · 0.0% of their software$1.2M+$526K
- PegasystemsPEGA19,233 shares · 0.0% of their software$1.0MNew · +$1.3M
- InterDigital, Inc.IDCC4,465 shares · 0.0% of their software$1.0MFlat
- Joint Stock Company Kaspi.kzKSPI8,385 shares · 0.0% of their software$712KFlat
- Dave Inc.DAVE2,388 shares · 0.0% of their software$641KSplit
- QualysQLYS4,322 shares · 0.0% of their software$617KFlat
- DropboxDBX18,571 shares · 0.0% of their software$531KNew · Flat
- WixWIX3,351 shares · 0.0% of their software$531KNew · +$547K
- DoximityDOCS8,610 shares · 0.0% of their software$528KFlat
- Clear Secure, Inc.YOU18,758 shares · 0.0% of their software$521KNew · Flat
- Amdocs LimitedDOX5,639 shares · 0.0% of their software$515KNew · +$516K
- AppFolioAPPF2,153 shares · 0.0% of their software$496KFlat
- OneSpan Inc.OSPN29,640 shares · 0.0% of their software$495KFlat
- Manhattan AssociatesMANH2,487 shares · 0.0% of their software$491K−$6.5M
- ePlus inc.PLUS6,756 shares · 0.0% of their software$487KFlat
- Red Violet, Inc.RDVT9,766 shares · 0.0% of their software$480KNew · Flat
- SprinklrCXM56,715 shares · 0.0% of their software$480KFlat
- BoxBOX13,488 shares · 0.0% of their software$461KFlat
- Clearwater AnalyticsCWAN20,754 shares · 0.0% of their software$455K—
- CommvaultCVLT2,609 shares · 0.0% of their software$455KFlat
- SPS CommerceSPSC3,329 shares · 0.0% of their software$453KFlat
- DuolingoDUOL936 shares · 0.0% of their software$384KFlat
- Ibotta, Inc.IBTA10,125 shares · 0.0% of their software$371KFlat