Generalist · London, United Kingdom
Aviva
Q3 2025 · compared with Q2 2025
Filed as Aviva PLC
- Software
- $7.0B
- Weight of 13F
- 12.8%
- Names
- 82
- Net bought
- +$317M
Filed 13 November 2025 · SEC filing.
844 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
- MicrosoftMSFT6,586,341 shares · 48.4% of their software · price +$135M$3.4B+$162M
- OracleORCL1,343,738 shares · 5.4% of their software · price +$84.1M$378M+$19.0M
- PalantirPLTR1,790,301 shares · 4.6% of their software · price +$82.5M$327M+$25.1M
- Automatic Data Processing, Inc.ADP909,673 shares · 3.8% of their software · price −$13.6M$267M−$15.1M
- SalesforceCRM840,182 shares · 2.8% of their software · price −$30.0M$199M+$12.1M
- CadenceCDNS485,390 shares · 2.4% of their software · price +$20.9M$170M−$20.8M
- ServiceNowNOW168,171 shares · 2.2% of their software · price −$18.1M$155M+$12.9M
- Uber Technologies, Inc.UBER1,578,932 shares · 2.2% of their software · price +$7.4M$155M+$15.1M
- IntuitINTU225,434 shares · 2.2% of their software · price −$23.6M$154M+$11.0M
- ShopifySHOP967,774 shares · 2.0% of their software · price +$32.2M$144M+$6.7M
- AppLovinAPP183,504 shares · 1.9% of their software · price +$67.6M$132M+$3.0M
- AdobeADBE341,299 shares · 1.7% of their software · price −$11.6M$120M+$8.2M
- Palo Alto NetworksPANW539,574 shares · 1.6% of their software · price −$550K$110M+$9.2M
- CrowdStrikeCRWD194,151 shares · 1.4% of their software · price −$3.7M$95.2M+$4.6M
- AutodeskADSK241,790 shares · 1.1% of their software · price +$2.0M$76.8M−$8.2M
- SynopsysSNPS146,217 shares · 1.0% of their software · price −$2.8M$72.1M+$15.9M
- Strategy IncMSTR207,467 shares · 0.9% of their software · price −$17.0M$66.8M+$9.0M
- PTCPTC322,760 shares · 0.9% of their software · price +$9.9M$65.5M−$6.9M
- Fiserv, Inc.FISV455,899 shares · 0.8% of their software · price −$19.8M$58.8M+$4.7M
- SnowflakeSNOW250,948 shares · 0.8% of their software$56.6M+$3.9M
- CloudflareNET244,906 shares · 0.7% of their software · price +$4.6M$52.6M+$2.8M
- FortinetFTNT514,407 shares · 0.6% of their software · price −$11.1M$43.3M+$2.8M
- Roper Technologies, Inc.ROP85,401 shares · 0.6% of their software · price −$5.8M$42.6M+$2.9M
- WorkdayWDAY171,223 shares · 0.6% of their software$41.2M+$2.5M
- VeevaVEEV123,834 shares · 0.5% of their software · price +$1.2M$36.9M+$2.1M
- Paychex, Inc.PAYX257,657 shares · 0.5% of their software · price −$4.8M$32.7M+$1.8M
- DatadogDDOG206,120 shares · 0.4% of their software · price +$1.7M$29.4M+$3.0M
- Fair IsaacFICO19,307 shares · 0.4% of their software · price −$6.4M$28.9M+$2.0M
- Block, Inc.XYZ391,387 shares · 0.4% of their software · price +$1.7M$28.3M+$602K
- VeriskVRSK111,309 shares · 0.4% of their software · price −$6.7M$28.0M+$2.1M
- Grab Holdings LimitedGRAB4,402,623 shares · 0.4% of their software · price +$4.4M$26.5M−$5.3M
- ZscalerZS80,200 shares · 0.3% of their software · price −$1.1M$24.0M+$1.6M
- CoStarCSGP268,250 shares · 0.3% of their software · price +$1.1M$22.6M+$1.3M
- BroadridgeBR92,900 shares · 0.3% of their software$22.1M+$1.3M
- NetApp, Inc.NTAP179,854 shares · 0.3% of their software · price +$2.1M$21.3M+$2.2M
- AtlassianTEAM131,415 shares · 0.3% of their software · price −$5.7M$21.0M+$1.6M
- VeriSign, Inc.VRSN68,889 shares · 0.3% of their software · price −$636K$19.3M+$1.1M
- HubSpotHUBS39,433 shares · 0.3% of their software · price −$3.5M$18.4M+$1.3M
- MongoDBMDB59,279 shares · 0.3% of their software · price +$6.0M$18.4M+$747K
- The Trade DeskTTD365,930 shares · 0.3% of their software · price −$8.4M$17.9M+$1.7M
- Tyler TechnologiesTYL34,227 shares · 0.3% of their software · price −$2.4M$17.9M+$1.2M
- F5, Inc.FFIV55,035 shares · 0.3% of their software · price +$1.6M$17.8M+$2.5M
- ZoomZM197,834 shares · 0.2% of their software · price +$894K$16.3MFlat
- TrimbleTRMB190,714 shares · 0.2% of their software · price +$1.1M$15.6M+$565K
- GoDaddyGDDY112,752 shares · 0.2% of their software · price −$4.9M$15.4M+$1.3M
- SS&CSSNC167,111 shares · 0.2% of their software · price +$996K$14.8MFlat
- NutanixNTNX192,390 shares · 0.2% of their software$14.3M+$961K
- Corpay, Inc.CPAY47,892 shares · 0.2% of their software · price −$2.1M$13.8MFlat
- ToastTOST350,077 shares · 0.2% of their software · price −$2.7M$12.8M+$1.1M
- TwilioTWLO120,719 shares · 0.2% of their software · price −$2.9M$12.1M+$1.3M
- DocuSignDOCU166,719 shares · 0.2% of their software · price −$967K$12.0M+$794K
- OktaOKTA130,452 shares · 0.2% of their software · price −$1.1M$12.0M+$784K
- DynatraceDT236,271 shares · 0.2% of their software · price −$1.6M$11.4M+$890K
- Gen DigitalGEN402,500 shares · 0.2% of their software$11.4MFlat
- PaycomPAYC43,785 shares · 0.1% of their software · price −$1.0M$9.1M+$2.2M
- FactSetFDS29,796 shares · 0.1% of their software · price −$4.8M$8.5M+$809K
- AkamaiAKAM110,214 shares · 0.1% of their software$8.3MFlat
- OpenTextOTEX206,036 shares · 0.1% of their software · price +$1.7M$7.7MFlat
- SamsaraIOT195,879 shares · 0.1% of their software$7.3MFlat
- DescartesDSGX64,733 shares · 0.1% of their software$6.1MFlat
- Bentley SystemsBSY46,932 shares · 0.0% of their software$2.4MFlat
- Check PointCHKP5,395 shares · 0.0% of their software$1.1MFlat
- PegasystemsPEGA15,436 shares · 0.0% of their software$888KFlat
- DropboxDBX18,317 shares · 0.0% of their software$553KFlat
- InterDigital, Inc.IDCC1,588 shares · 0.0% of their software$548K−$645K
- DuolingoDUOL1,592 shares · 0.0% of their software$512KFlat
- Ibotta, Inc.IBTA18,308 shares · 0.0% of their software$510KFlat
- Red Violet, Inc.RDVT9,607 shares · 0.0% of their software$502KFlat
- CommvaultCVLT2,643 shares · 0.0% of their software$499KFlat
- DoximityDOCS6,817 shares · 0.0% of their software$499KFlat
- OneSpan Inc.OSPN31,289 shares · 0.0% of their software$497KFlat
- AppFolioAPPF1,728 shares · 0.0% of their software$476KFlat
- BoxBOX14,755 shares · 0.0% of their software$476KFlat
- QualysQLYS3,573 shares · 0.0% of their software$473KFlat
- ePlus inc.PLUS6,640 shares · 0.0% of their software$472KFlat
- Daily Journal CorporationDJCO1,013 shares · 0.0% of their software$471KNew · Flat
- SprinklrCXM59,396 shares · 0.0% of their software$459KFlat
- Manhattan AssociatesMANH2,235 shares · 0.0% of their software$458KFlat
- SPS CommerceSPSC4,352 shares · 0.0% of their software$453KFlat
- Dave Inc.DAVE2,211 shares · 0.0% of their software$441KFlat
- Clear Secure, Inc.YOU13,125 shares · 0.0% of their software$438KFlat
- Amdocs LimitedDOX4,912 shares · 0.0% of their software$403KFlat