Generalist · Wayne, PA
Conestoga Capital Advisors
Q1 2026 · compared with Q4 2025
Filed as Conestoga Capital Advisors, LLC
- Software
- $587M
- Weight of 13F
- 11.7%
- Names
- 20
- Net bought
- −$254M
113 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 202613 names$374M−$192M
- Q1 202620 names$587M−$254M
- Q4 202528 names$1.2B−$46.3M
- Q3 202529 names$1.3B−$124M
- Q2 202530 names$1.6B+$3.3M
- Q1 202529 names$1.5B+$81.2M
- Q4 202428 names$1.8B+$120M
- Q3 202425 names$1.5B−$6.6M
- Q2 202427 names$1.4B+$19.7M
- Q1 202429 names$1.3B+$43.9M
- Q4 202328 names$1.3B−$4.1M
- Q3 202327 names$1.1B−$32.7M
- Q2 202325 names$1.2B−$7.3M
- Q1 202326 names$1.1B+$27.7M
- Q4 202227 names$959M+$9.6M
- Q3 202226 names$931M−$63.3M
- Q2 202226 names$976M−$2.6M
- Q1 202225 names$1.2B+$125M
- Q4 202125 names$1.2B+$10.3M
- Q3 202125 names$1.3B−$147M
- Q2 202125 names$1.3B+$92.1M
- Q1 202125 names$1.1B+$125M
- Q4 202023 names$1.2B+$82.6M
- Q3 202023 names$802M−$15.5M
- Q2 202024 names$769M−$26.4M
- Q1 202023 names$559M−$28.1M
- Q4 201923 names$711M+$14.1M
- Q3 201922 names$630M+$5.1M
- Q2 201922 names$608M+$21.7M
- Q1 201922 names$563M+$3.8M
- Q4 201820 names$443M+$127M
- Q3 201815 names$441M+$48.9M
- Q2 201815 names$347M−$7.4M
- Q1 201815 names$330M−$10.2M
- Q4 201715 names$309M+$39.1M
- Q3 201715 names$263M−$8.1M
- Q2 201714 names$265M+$12.0M
- Q1 201714 names$227M+$22.8M
- Q4 201614 names$190M+$18.9M
- Q3 201613 names$186M−$13.7M
- Q2 201612 names$192M—
What moved the book
The five software lines with the largest share change this quarter.
Software held
- DescartesDSGX2,111,320 shares · 25.7% of their software · price −$34.0M$151M−$34.8M
- Q2QTWO1,782,715 shares · 14.4% of their software · price −$44.3M$84.3M−$4.7M
- BlackLineBL1,685,484 shares · 10.6% of their software · price −$30.8M$62.4M−$9.0M
- Agilysys, Inc.AGYS683,741 shares · 8.3% of their software · price −$32.6M$48.6M+$10.2M
- WorkivaWK754,553 shares · 7.7% of their software · price −$20.1M$45.0M−$28.3M
- GuidewireGWRE274,841 shares · 7.0% of their software · price −$14.1M$41.1M+$3.1M
- nCinoNCNO2,724,354 shares · 7.0% of their software · price −$29.0M$40.8M−$3.5M
- Tyler TechnologiesTYL114,908 shares · 6.7% of their software · price −$12.8M$39.3M+$3.4M
- CCC Intelligent Solutions Holdings Inc.CCC5,240,492 shares · 5.4% of their software · price −$10.2M$31.4M−$58.0M
- ProcorePCOR407,273 shares · 4.0% of their software · price −$6.4M$23.2M+$1.6M
- Clearwater AnalyticsCWAN633,523 shares · 2.6% of their software$15.0M—
- N-ableNABL252,775 shares · 0.2% of their software · price −$710K$1.2MFlat
- MicrosoftMSFT2,359 shares · 0.1% of their software$873KFlat
- VeriskVRSK3,316 shares · 0.1% of their software$629KFlat
- SPS CommerceSPSC8,270 shares · 0.1% of their software$460K−$56.6M
- IntuitINTU795 shares · 0.1% of their software$344KFlat
- CoStarCSGP7,859 shares · 0.1% of their software$317KFlat
- Roper Technologies, Inc.ROP882 shares · 0.1% of their software$312KFlat
- FortinetFTNT3,273 shares · 0.0% of their software$267KFlat
- VeevaVEEV1,242 shares · 0.0% of their software$218KFlat