Generalist · London, United Kingdom
Aviva
Q4 2025 · compared with Q3 2025
Filed as Aviva PLC
- Software
- $6.8B
- Weight of 13F
- 11.4%
- Names
- 81
- Net bought
- +$1.1B
Filed 12 February 2026 · SEC filing.
846 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
- MicrosoftMSFT6,925,310 shares · 49.4% of their software · price −$238M$3.3B+$176M
- PalantirPLTR1,894,331 shares · 5.0% of their software · price −$8.8M$337M+$19.0M
- OracleORCL1,427,335 shares · 4.1% of their software · price −$123M$278M+$23.5M
- Automatic Data Processing, Inc.ADP908,883 shares · 3.4% of their software · price −$33.0M$234MFlat
- SalesforceCRM804,324 shares · 3.1% of their software · price +$22.4M$213M−$8.5M
- ShopifySHOP1,023,213 shares · 2.4% of their software · price +$12.6M$165M+$8.2M
- ServiceNowNOW1,041,865 shares · 2.4% of their software · price −$799M$160M+$804M
- IntuitINTU237,625 shares · 2.3% of their software · price −$4.9M$157M+$8.3M
- CadenceCDNS471,132 shares · 2.2% of their software · price −$18.2M$147M−$5.0M
- Uber Technologies, Inc.UBER1,684,069 shares · 2.0% of their software · price −$27.4M$138M+$10.3M
- AppLovinAPP193,696 shares · 1.9% of their software · price −$8.7M$131M+$7.3M
- AdobeADBE359,373 shares · 1.9% of their software · price −$992K$126M+$6.4M
- Palo Alto NetworksPANW568,804 shares · 1.5% of their software · price −$11.0M$105M+$6.0M
- CrowdStrikeCRWD205,225 shares · 1.4% of their software · price −$4.4M$96.2M+$5.4M
- AutodeskADSK254,041 shares · 1.1% of their software · price −$5.5M$75.2M+$3.9M
- SynopsysSNPS155,176 shares · 1.1% of their software · price −$3.7M$72.9M+$4.4M
- SnowflakeSNOW265,595 shares · 0.9% of their software · price −$1.6M$58.3M+$3.3M
- PTCPTC333,315 shares · 0.9% of their software · price −$9.6M$58.1M+$2.1M
- CloudflareNET260,183 shares · 0.8% of their software · price −$4.5M$51.3M+$3.3M
- FortinetFTNT543,071 shares · 0.6% of their software · price −$2.5M$43.1M+$2.4M
- Roper Technologies, Inc.ROP90,072 shares · 0.6% of their software · price −$4.8M$40.1M+$2.3M
- WorkdayWDAY180,506 shares · 0.6% of their software · price −$4.7M$38.8M+$2.2M
- Fair IsaacFICO20,375 shares · 0.5% of their software · price +$4.0M$34.4M+$1.6M
- Strategy IncMSTR218,916 shares · 0.5% of their software · price −$37.3M$33.3M+$3.7M
- Fiserv, Inc.FISV480,864 shares · 0.5% of their software · price −$29.7M$32.3M+$3.2M
- Paychex, Inc.PAYX271,944 shares · 0.4% of their software · price −$4.0M$30.5M+$1.8M
- DatadogDDOG219,922 shares · 0.4% of their software · price −$1.4M$29.9M+$2.0M
- VeevaVEEV130,814 shares · 0.4% of their software · price −$9.8M$29.2M+$2.1M
- Grab Holdings LimitedGRAB5,671,803 shares · 0.4% of their software · price −$5.8M$28.3M+$7.6M
- MongoDBMDB64,575 shares · 0.4% of their software · price +$7.1M$27.1M+$1.6M
- Block, Inc.XYZ408,455 shares · 0.4% of their software · price −$2.9M$26.6M+$1.2M
- VeriskVRSK117,475 shares · 0.4% of their software · price −$3.3M$26.3M+$1.6M
- AtlassianTEAM138,888 shares · 0.3% of their software$22.5M+$1.2M
- BroadridgeBR98,248 shares · 0.3% of their software · price −$1.5M$21.9M+$1.3M
- NetApp, Inc.NTAP194,525 shares · 0.3% of their software · price −$2.2M$20.8M+$1.7M
- ZscalerZS84,720 shares · 0.3% of their software · price −$6.3M$19.1M+$1.4M
- CoStarCSGP282,218 shares · 0.3% of their software · price −$4.8M$19.0M+$1.2M
- HubSpotHUBS46,180 shares · 0.3% of their software · price −$3.1M$18.5M+$3.2M
- TwilioTWLO126,725 shares · 0.3% of their software · price +$5.3M$18.0M+$601K
- VeriSign, Inc.VRSN72,763 shares · 0.3% of their software · price −$2.7M$17.7M+$1.1M
- ZoomZM203,808 shares · 0.3% of their software · price +$772K$17.6MFlat
- Tyler TechnologiesTYL37,036 shares · 0.2% of their software · price −$2.6M$16.8M+$1.5M
- TrimbleTRMB200,154 shares · 0.2% of their software · price −$661K$15.7M+$771K
- SS&CSSNC176,781 shares · 0.2% of their software$15.5M+$858K
- F5, Inc.FFIV60,059 shares · 0.2% of their software · price −$4.1M$15.3M+$1.6M
- Corpay, Inc.CPAY50,834 shares · 0.2% of their software · price +$654K$15.3M+$847K
- GoDaddyGDDY118,843 shares · 0.2% of their software · price −$1.5M$14.7M+$833K
- The Trade DeskTTD379,264 shares · 0.2% of their software · price −$4.2M$14.4M+$653K
- ToastTOST372,672 shares · 0.2% of their software$13.2M+$825K
- DocuSignDOCU176,684 shares · 0.2% of their software · price −$652K$12.1M+$718K
- OktaOKTA137,783 shares · 0.2% of their software · price −$721K$11.9M+$672K
- Gen DigitalGEN422,874 shares · 0.2% of their software · price −$507K$11.5M+$578K
- DynatraceDT251,048 shares · 0.2% of their software · price −$1.3M$10.9M+$716K
- NutanixNTNX207,120 shares · 0.2% of their software · price −$4.7M$10.7M+$1.1M
- CoreWeave, Inc.CRWV136,782 shares · 0.1% of their software · price −$8.9M$9.8MNew · +$18.7M
- SamsaraIOT213,409 shares · 0.1% of their software$7.6M+$653K
- OpenTextOTEX215,394 shares · 0.1% of their software · price −$1.0M$7.0MFlat
- PaycomPAYC44,020 shares · 0.1% of their software · price −$2.1M$7.0MFlat
- UiPathPATH369,896 shares · 0.1% of their software · price +$1.1M$6.1MNew · +$4.9M
- DescartesDSGX68,548 shares · 0.1% of their software$6.0MFlat
- StoneCo Ltd.STNE160,244 shares · 0.0% of their software · price −$660K$2.4MNew · +$3.0M
- Bentley SystemsBSY49,993 shares · 0.0% of their software · price −$666K$1.9MFlat
- Check PointCHKP6,370 shares · 0.0% of their software$1.2MFlat
- PegasystemsPEGA18,892 shares · 0.0% of their software$1.1MFlat
- InterDigital, Inc.IDCC3,214 shares · 0.0% of their software$1.0M+$561K
- DropboxDBX21,004 shares · 0.0% of their software$584KFlat
- SPS CommerceSPSC5,828 shares · 0.0% of their software$519KFlat
- Red Violet, Inc.RDVT8,985 shares · 0.0% of their software$512KFlat
- Daily Journal CorporationDJCO1,047 shares · 0.0% of their software$510KFlat
- OneSpan Inc.OSPN39,383 shares · 0.0% of their software$506KFlat
- SprinklrCXM64,789 shares · 0.0% of their software$504KFlat
- AppFolioAPPF2,113 shares · 0.0% of their software$492KFlat
- Clear Secure, Inc.YOU13,731 shares · 0.0% of their software$482KFlat
- ePlus inc.PLUS5,490 shares · 0.0% of their software$481KFlat
- Manhattan AssociatesMANH2,777 shares · 0.0% of their software$481KFlat
- BoxBOX15,983 shares · 0.0% of their software$478KFlat
- DuolingoDUOL2,686 shares · 0.0% of their software$471KFlat
- DoximityDOCS10,248 shares · 0.0% of their software$454KFlat
- QualysQLYS3,406 shares · 0.0% of their software$453KFlat
- FactSetFDS1,407 shares · 0.0% of their software$408K−$8.1M
- eGain CorporationEGAN16,621 shares · 0.0% of their software$171KNew · Flat