Generalist · London, United Kingdom
Aviva
Q1 2026 · compared with Q4 2025
Filed as Aviva PLC
- Software
- $5.3B
- Weight of 13F
- 8.9%
- Names
- 78
- Net bought
- +$132M
830 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
- MicrosoftMSFT7,131,470 shares · 49.6% of their software · price −$809M$2.6B+$99.7M
- PalantirPLTR1,950,069 shares · 5.4% of their software · price −$61.4M$285M+$9.9M
- OracleORCL1,469,194 shares · 4.1% of their software · price −$70.2M$216M+$8.2M
- Automatic Data Processing, Inc.ADP864,393 shares · 3.3% of their software · price −$46.7M$176M−$11.4M
- SalesforceCRM827,538 shares · 2.9% of their software · price −$64.7M$154M+$6.1M
- CadenceCDNS465,537 shares · 2.4% of their software · price −$16.2M$129M−$1.7M
- ShopifySHOP1,053,953 shares · 2.3% of their software · price −$44.6M$125M+$4.9M
- Uber Technologies, Inc.UBER1,732,944 shares · 2.3% of their software · price −$16.9M$125M+$4.0M
- ServiceNowNOW1,107,172 shares · 2.2% of their software · price −$53.9M$116M+$10.0M
- IntuitINTU244,420 shares · 2.0% of their software · price −$56.2M$106M+$4.5M
- Palo Alto NetworksPANW590,791 shares · 1.8% of their software · price −$14.1M$94.7M+$4.1M
- AdobeADBE369,461 shares · 1.7% of their software · price −$39.5M$89.8M+$3.5M
- CrowdStrikeCRWD211,379 shares · 1.5% of their software · price −$16.6M$82.5M+$2.9M
- AppLovinAPP199,329 shares · 1.5% of their software · price −$55.0M$79.3M+$3.8M
- SynopsysSNPS159,939 shares · 1.2% of their software · price −$11.7M$63.4M+$2.2M
- CloudflareNET268,154 shares · 1.0% of their software · price +$2.5M$55.3M+$1.6M
- PTCPTC345,849 shares · 0.9% of their software · price −$11.0M$49.3M+$2.2M
- AutodeskADSK202,698 shares · 0.9% of their software · price −$11.5M$48.5M−$15.2M
- FortinetFTNT559,044 shares · 0.9% of their software · price +$1.3M$45.7M+$1.3M
- SnowflakeSNOW273,738 shares · 0.8% of their software · price −$18.8M$41.3M+$1.8M
- Roper Technologies, Inc.ROP92,772 shares · 0.6% of their software · price −$8.5M$32.8M+$1.2M
- DatadogDDOG260,077 shares · 0.6% of their software · price −$4.7M$30.7M+$5.5M
- Strategy IncMSTR228,293 shares · 0.5% of their software · price −$6.2M$28.5M+$1.4M
- Fiserv, Inc.FISV495,244 shares · 0.5% of their software · price −$5.6M$27.6M+$966K
- Paychex, Inc.PAYX279,719 shares · 0.5% of their software · price −$5.6M$25.8M+$872K
- Block, Inc.XYZ420,573 shares · 0.5% of their software · price −$2.1M$25.3M+$789K
- WorkdayWDAY185,698 shares · 0.5% of their software · price −$15.8M$24.1M+$1.1M
- VeevaVEEV135,018 shares · 0.4% of their software · price −$6.4M$23.7M+$938K
- VeriskVRSK120,784 shares · 0.4% of their software · price −$4.1M$22.9M+$740K
- Fair IsaacFICO20,958 shares · 0.4% of their software · price −$13.1M$22.4M+$986K
- NetApp, Inc.NTAP200,242 shares · 0.4% of their software · price −$941K$20.5M+$612K
- Grab Holdings LimitedGRAB5,538,235 shares · 0.4% of their software · price −$7.4M$20.3M−$667K
- VeriSign, Inc.VRSN77,100 shares · 0.4% of their software$19.1M+$1.1M
- MongoDBMDB71,596 shares · 0.3% of their software · price −$12.5M$17.5M+$2.9M
- ZoomZM217,139 shares · 0.3% of their software · price −$1.3M$17.5M+$1.2M
- F5, Inc.FFIV57,571 shares · 0.3% of their software · price +$2.0M$16.7M−$635K
- TwilioTWLO131,202 shares · 0.3% of their software · price −$2.2M$16.5M+$637K
- BroadridgeBR100,871 shares · 0.3% of their software · price −$6.1M$16.4M+$585K
- CoreWeave, Inc.CRWV198,960 shares · 0.3% of their software · price +$1.2M$15.4M+$4.5M
- Corpay, Inc.CPAY52,260 shares · 0.3% of their software · price −$519K$15.2MFlat
- TrimbleTRMB205,231 shares · 0.3% of their software · price −$2.7M$13.4MFlat
- Tyler TechnologiesTYL37,625 shares · 0.2% of their software · price −$4.2M$12.9MFlat
- SS&CSSNC182,149 shares · 0.2% of their software · price −$3.6M$12.3MFlat
- ZscalerZS87,163 shares · 0.2% of their software · price −$7.4M$12.2M+$549K
- HubSpotHUBS47,431 shares · 0.2% of their software · price −$7.5M$11.6M+$502K
- OktaOKTA141,996 shares · 0.2% of their software · price −$1.1M$11.2MFlat
- ToastTOST385,909 shares · 0.2% of their software · price −$3.5M$10.2MFlat
- GoDaddyGDDY122,403 shares · 0.2% of their software · price −$5.1M$10.1MFlat
- CoStarCSGP243,053 shares · 0.2% of their software · price −$6.5M$9.8M−$2.6M
- AtlassianTEAM142,783 shares · 0.2% of their software · price −$13.4M$9.7M+$632K
- The Trade DeskTTD380,824 shares · 0.2% of their software · price −$5.8M$8.6MFlat
- Gen DigitalGEN428,780 shares · 0.2% of their software · price −$3.6M$8.1MFlat
- SamsaraIOT217,511 shares · 0.1% of their software · price −$818K$6.9MFlat
- OpenTextOTEX245,938 shares · 0.1% of their software · price −$2.5M$5.5M+$995K
- UiPathPATH491,169 shares · 0.1% of their software · price −$2.6M$5.5M+$2.0M
- DescartesDSGX70,857 shares · 0.1% of their software · price −$1.1M$5.1MFlat
- StoneCo Ltd.STNE162,323 shares · 0.0% of their software$2.3MFlat
- InterDigital, Inc.IDCC2,951 shares · 0.0% of their software$891KFlat
- DocuSignDOCU17,005 shares · 0.0% of their software$806K−$10.9M
- Clear Secure, Inc.YOU10,756 shares · 0.0% of their software$521KFlat
- FactSetFDS2,150 shares · 0.0% of their software$467KFlat
- FreshworksFRSH56,734 shares · 0.0% of their software$456KNew · +$695K
- OneSpan Inc.OSPN42,297 shares · 0.0% of their software$445KFlat
- Check PointCHKP3,050 shares · 0.0% of their software$436K−$616K
- DuolingoDUOL4,386 shares · 0.0% of their software$432KFlat
- Daily Journal CorporationDJCO892 shares · 0.0% of their software$430KFlat
- PaycomPAYC3,523 shares · 0.0% of their software$428K−$6.5M
- PegasystemsPEGA10,041 shares · 0.0% of their software$427K−$529K
- ePlus inc.PLUS5,642 shares · 0.0% of their software$425KFlat
- Manhattan AssociatesMANH3,183 shares · 0.0% of their software$424KFlat
- SPS CommerceSPSC7,515 shares · 0.0% of their software$418KFlat
- DoximityDOCS17,691 shares · 0.0% of their software$412KFlat
- AppFolioAPPF2,538 shares · 0.0% of their software$401KFlat
- QualysQLYS4,520 shares · 0.0% of their software$397KFlat
- eGain CorporationEGAN49,590 shares · 0.0% of their software$391KFlat
- Red Violet, Inc.RDVT10,600 shares · 0.0% of their software$367KFlat
- SprinklrCXM52,575 shares · 0.0% of their software$315KFlat
- DropboxDBX11,448 shares · 0.0% of their software$260KFlat