Generalist · Boston, MA
Arrowstreet Capital, Limited Partnership
Q4 2024 · compared with Q3 2024
- Software
- $22.2B
- Weight of 13F
- 17.8%
- Names
- 174
- Net bought
- +$4.0B
Filed 12 February 2025 · SEC filing.
1,697 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 2026166 names$30.7B+$4.8B
- Q1 2026156 names$26.3B+$12.0B
- Q4 2025146 names$22.6B+$1.9B
- Q3 2025155 names$22.8B+$28.1M
- Q2 2025180 names$22.6B−$732M
- Q1 2025172 names$19.7B−$348M
- Q4 2024174 names$22.2B+$4.0B
- Q3 2024125 names$16.0B+$2.3B
- Q2 202495 names$13.3B−$1.5B
- Q1 2024119 names$14.3B−$2.5B
- Q4 2023125 names$15.6B+$935M
- Q3 202387 names$12.2B−$404M
- Q2 2023100 names$13.2B+$150M
- Q1 2023105 names$11.4B−$131M
- Q4 2022100 names$9.9B−$204M
- Q3 202285 names$9.7B+$2.5B
- Q2 202281 names$8.8B+$483M
- Q1 202280 names$11.3B−$1.1B
- Q4 202174 names$13.7B−$1.0B
- Q3 202192 names$13.6B+$697M
- Q2 202197 names$12.2B+$4.0B
- Q1 202196 names$7.4B+$388M
- Q4 2020118 names$7.3B−$991M
- Q3 2020102 names$7.5B+$526M
- Q2 2020107 names$6.5B+$811M
- Q1 202071 names$3.9B+$509M
- Q4 201963 names$3.6B−$595M
- Q3 201966 names$3.9B−$1.2B
- Q2 201975 names$5.3B+$646M
- Q1 201992 names$4.3B+$169M
- Q4 201868 names$3.4B−$2.6B
- Q3 201859 names$6.5B−$6.9M
- Q2 201870 names$5.7B+$1.3B
- Q1 201855 names$3.8B+$97.0M
- Q4 201746 names$3.5B+$291M
- Q3 201739 names$2.9B+$68.7M
- Q2 201741 names$2.7B+$811M
- Q1 201747 names$1.8B+$1.6B
- Q4 20160 names$0—
- Q3 20160 names$0—
- Q2 20160 names$0—
What moved the book
The five software lines with the largest share change this quarter.
Software held
- MicrosoftMSFT15,510,787 shares · 29.5% of their software · price −$136M$6.5B−$1.3B
- ShopifySHOP16,487,579 shares · 7.9% of their software · price +$432M$1.8B+$586M
- OracleORCL6,156,343 shares · 4.6% of their software · price −$23.1M$1.0B+$79.8M
- AdobeADBE2,107,788 shares · 4.2% of their software · price −$154M$937M+$493M
- AppLovinAPP2,893,148 shares · 4.2% of their software · price +$559M$937M+$310M
- FortinetFTNT7,622,253 shares · 3.2% of their software · price +$129M$720M+$167M
- GoDaddyGDDY3,433,654 shares · 3.1% of their software · price +$139M$678MFlat
- IntuitINTU887,343 shares · 2.5% of their software · price +$6.7M$558M+$112M
- AutodeskADSK1,508,746 shares · 2.0% of their software · price +$30.3M$446M+$83.8M
- Fiserv, Inc.FISV2,092,538 shares · 1.9% of their software · price +$53.9M$430M+$84.7M
- ServiceNowNOW347,949 shares · 1.7% of their software · price +$57.7M$369M+$205M
- TwilioTWLO3,262,765 shares · 1.6% of their software · price +$140M$353M+$187M
- Fair IsaacFICO161,628 shares · 1.5% of their software · price +$7.7M$322M+$248M
- NetApp, Inc.NTAP2,453,913 shares · 1.3% of their software · price −$18.2M$285M−$138M
- ToastTOST7,736,911 shares · 1.3% of their software · price +$63.0M$282MNew · +$219M
- VeriSign, Inc.VRSN1,284,759 shares · 1.2% of their software · price +$21.8M$266M+$22.2M
- PalantirPLTR3,176,468 shares · 1.1% of their software · price +$122M$240MNew · +$118M
- AtlassianTEAM963,708 shares · 1.1% of their software · price +$81.5M$235MNew · +$153M
- WixWIX1,009,909 shares · 1.0% of their software · price +$47.8M$217MFlat
- DocuSignDOCU2,158,311 shares · 0.9% of their software · price +$60.1M$194M+$89.6M
- SamsaraIOT4,143,855 shares · 0.8% of their software · price −$18.4M$181M+$103M
- OpenTextOTEX5,994,675 shares · 0.8% of their software · price −$29.7M$170M+$86.1M
- Grab Holdings LimitedGRAB33,914,101 shares · 0.7% of their software · price +$31.2M$160M+$126M
- GuidewireGWRE946,158 shares · 0.7% of their software · price −$13.6M$160M+$76.6M
- DropboxDBX5,224,864 shares · 0.7% of their software · price +$24.1M$157M+$36.6M
- CrowdStrikeCRWD418,094 shares · 0.6% of their software · price +$25.8M$143M+$113M
- SalesforceCRM410,057 shares · 0.6% of their software · price +$24.9M$137M+$59.6M
- BILLBILL1,610,447 shares · 0.6% of their software · price +$51.5M$136M+$45.0M
- DescartesDSGX1,199,377 shares · 0.6% of their software · price +$12.8M$136M+$65.9M
- Check PointCHKP667,848 shares · 0.6% of their software · price −$4.1M$125M−$26.2M
- monday.comMNDY499,950 shares · 0.5% of their software · price −$21.2M$118M+$26.7M
- Manhattan AssociatesMANH424,804 shares · 0.5% of their software · price −$4.7M$115M−$10.7M
- SnowflakeSNOW728,967 shares · 0.5% of their software · price +$28.8M$113M+$78.1M
- DatadogDDOG762,583 shares · 0.5% of their software · price +$21.2M$109M+$53.7M
- NICENICE636,144 shares · 0.5% of their software · price −$2.4M$108M—
- BoxBOX3,386,370 shares · 0.5% of their software · price −$3.8M$107M+$56.5M
- F5, Inc.FFIV425,275 shares · 0.5% of their software · price +$13.3M$107M+$80.2M
- SAPSAP423,905 shares · 0.5% of their software · price +$7.3M$104M+$32.0M
- The Trade DeskTTD856,448 shares · 0.5% of their software · price +$6.7M$101MNew · +$93.9M
- OktaOKTA1,241,220 shares · 0.4% of their software · price +$5.5M$97.8M+$32.7M
- CommvaultCVLT632,870 shares · 0.4% of their software · price −$1.9M$95.5MFlat
- ACI WorldwideACIW1,641,168 shares · 0.4% of their software · price +$1.7M$85.2M+$4.4M
- PaycomPAYC401,889 shares · 0.4% of their software · price +$15.4M$82.4M+$61.6M
- ZoomZM998,744 shares · 0.4% of their software · price +$11.9M$81.5M+$54.4M
- DoximityDOCS1,510,416 shares · 0.4% of their software · price +$14.8M$80.6M+$57.7M
- Q2QTWO745,404 shares · 0.3% of their software · price +$15.6M$75.0M+$52.3M
- Zeta GlobalZETA4,129,255 shares · 0.3% of their software · price −$48.9M$74.3M+$67.0M
- ElasticESTC744,358 shares · 0.3% of their software · price +$16.6M$73.8M+$56.2M
- Clear Secure, Inc.YOU2,766,798 shares · 0.3% of their software · price −$18.0M$73.7M+$48.5M
- WorkdayWDAY281,387 shares · 0.3% of their software · price +$3.8M$72.6M+$44.5M
- Amdocs LimitedDOX827,317 shares · 0.3% of their software · price −$1.9M$70.4M+$16.7M
- LightspeedLSPD4,181,809 shares · 0.3% of their software · price −$5.3M$63.7M+$68.8M
- FreshworksFRSH3,805,207 shares · 0.3% of their software · price +$17.8M$61.5MNew · +$43.7M
- ZscalerZS324,045 shares · 0.3% of their software · price +$3.1M$58.5M−$4.6M
- AppFolioAPPF233,892 shares · 0.3% of their software · price +$2.6M$57.7M+$38.3M
- HubSpotHUBS78,690 shares · 0.2% of their software · price +$13.0M$54.8MNew · +$41.8M
- ProcorePCOR723,841 shares · 0.2% of their software · price +$9.6M$54.2MNew · +$44.7M
- Gen DigitalGEN1,948,353 shares · 0.2% of their software$53.3M+$25.2M
- Uber Technologies, Inc.UBER872,268 shares · 0.2% of their software · price −$12.9M$52.6M−$15.2M
- CadenceCDNS172,990 shares · 0.2% of their software · price +$5.1M$52.0M−$46.8M
- WorkivaWK468,977 shares · 0.2% of their software · price +$14.2M$51.4MNew · +$37.1M
- RingCentralRNG1,445,245 shares · 0.2% of their software · price +$4.9M$50.6M+$36.8M
- AlkamiALKT1,355,020 shares · 0.2% of their software · price +$7.0M$49.7M+$11.6M
- TrimbleTRMB681,578 shares · 0.2% of their software · price +$5.8M$48.2M+$17.9M
- Intapp, Inc.INTA720,994 shares · 0.2% of their software · price +$11.7M$46.2M+$27.7M
- AkamaiAKAM471,122 shares · 0.2% of their software · price −$2.5M$45.1M−$67.4M
- AvePointAVPT2,678,403 shares · 0.2% of their software · price +$12.7M$44.2M+$26.8M
- DigitalOceanDOCN1,231,125 shares · 0.2% of their software · price −$7.8M$41.9M+$3.1M
- MorningstarMORN117,156 shares · 0.2% of their software · price +$2.1M$39.5M+$28.9M
- AsanaASAN1,922,364 shares · 0.2% of their software · price +$16.7M$39.0MNew · +$22.3M
- Joint Stock Company Kaspi.kzKSPI385,255 shares · 0.2% of their software · price −$4.3M$36.5M—
- Payoneer Global Inc.PAYO3,470,347 shares · 0.2% of their software · price +$8.7M$34.8M+$17.4M
- LiveRamp Holdings, Inc.RAMP984,040 shares · 0.1% of their software · price +$5.5M$29.9M+$5.7M
- Core Scientific, Inc.CORZ1,832,910 shares · 0.1% of their software · price +$4.0M$25.8MNew · +$21.7M
- Clearwater AnalyticsCWAN935,766 shares · 0.1% of their software$25.8MNew
- CloudflareNET232,136 shares · 0.1% of their software · price +$6.2M$25.0M+$14.5M
- Sportradar Group AGSRAD1,405,428 shares · 0.1% of their software · price +$7.4M$24.4M+$5.5M
- Alarm.com Holdings, Inc.ALRM400,810 shares · 0.1% of their software · price +$2.5M$24.4M+$12.0M
- VertexVERX446,951 shares · 0.1% of their software · price +$6.6M$23.8M+$15.1M
- Automatic Data Processing, Inc.ADP81,371 shares · 0.1% of their software · price +$1.3M$23.8M−$10.3M
- Upbound Group, Inc.UPBD811,604 shares · 0.1% of their software · price −$2.3M$23.7M−$1.1M
- Cellebrite DI Ltd.CLBT1,025,693 shares · 0.1% of their software · price +$5.3M$22.6M−$4.7M
- Tyler TechnologiesTYL39,098 shares · 0.1% of their software$22.5M+$15.1M
- Rubrik, Inc.RBRK335,238 shares · 0.1% of their software · price +$11.1M$21.9M+$8.8M
- Sabre CorporationSABR5,859,649 shares · 0.1% of their software$21.4M+$19.2M
- VeevaVEEV99,945 shares · 0.1% of their software$21.0MNew · +$21.0M
- KlaviyoKVYO478,919 shares · 0.1% of their software · price +$2.8M$19.8MNew · +$16.9M
- InterDigital, Inc.IDCC101,030 shares · 0.1% of their software · price +$5.3M$19.6MNew · +$14.3M
- DoceboDCBO435,548 shares · 0.1% of their software$19.5M+$6.0M
- BlackLineBL319,158 shares · 0.1% of their software · price +$1.8M$19.4MNew · +$17.6M
- Global-EGLBE341,893 shares · 0.1% of their software · price +$5.5M$18.6MNew · +$13.1M
- PegasystemsPEGA196,553 shares · 0.1% of their software · price +$4.0M$18.3M+$6.6M
- Euronet Worldwide, Inc.EEFT175,027 shares · 0.1% of their software · price +$632K$18.0M+$6.3M
- Roper Technologies, Inc.ROP33,770 shares · 0.1% of their software · price −$1.2M$17.6MNew · +$18.8M
- SPS CommerceSPSC95,276 shares · 0.1% of their software · price −$970K$17.5M+$3.6M
- VaronisVRNS369,317 shares · 0.1% of their software · price −$4.5M$16.4M+$4.6M
- TeradataTDC495,539 shares · 0.1% of their software$15.4M+$12.4M
- PaylocityPCTY75,501 shares · 0.1% of their software · price +$2.6M$15.1M+$7.0M
- OneSpan Inc.OSPN807,007 shares · 0.1% of their software · price +$1.5M$15.0M+$3.7M
- PTCPTC78,034 shares · 0.1% of their software$14.3M+$13.9M
- MongoDBMDB59,412 shares · 0.1% of their software · price −$2.2M$13.8MNew · +$16.1M
- ProgressPRGS208,450 shares · 0.1% of their software$13.6M+$9.8M
- DynatraceDT224,467 shares · 0.1% of their software$12.2MNew · +$12.0M
- VeriskVRSK43,437 shares · 0.1% of their software$12.0MNew · +$11.6M
- Paysafe LimitedPSFE694,079 shares · 0.1% of their software · price −$3.7M$11.9M+$2.1M
- SemrushSEMR984,544 shares · 0.1% of their software$11.7M—
- YextYEXT1,758,394 shares · 0.1% of their software · price −$985K$11.2M+$7.5M
- BlackBerry LimitedBB2,772,152 shares · 0.0% of their software · price +$3.2M$10.5MNew · +$7.3M
- Radware Ltd.RDWR438,003 shares · 0.0% of their software$9.9M+$619K
- Corpay, Inc.CPAY25,807 shares · 0.0% of their software · price +$662K$8.7MNew · +$8.1M
- Xperi Inc.XPER794,782 shares · 0.0% of their software · price +$819K$8.2M+$569K
- Remitly Global, Inc.RELY341,146 shares · 0.0% of their software · price +$3.1M$7.7MNew · +$4.6M
- QualysQLYS51,934 shares · 0.0% of their software · price +$611K$7.3M+$1.6M
- Lyft, Inc.LYFT492,724 shares · 0.0% of their software$6.4MNew · +$6.3M
- International Money Express, Inc.IMXI292,772 shares · 0.0% of their software · price +$685K$6.1MNew · +$5.4M
- BlackbaudBLKB82,204 shares · 0.0% of their software · price −$885K$6.1MNew · +$7.0M
- WaystarWAY161,687 shares · 0.0% of their software · price +$1.4M$5.9M+$4.0M
- FactSetFDS12,248 shares · 0.0% of their software$5.9MNew · +$5.6M
- UiPathPATH454,421 shares · 0.0% of their software$5.8MNew · +$5.8M
- Cognyte Software Ltd.CGNT662,074 shares · 0.0% of their software · price +$1.2M$5.7MFlat
- Blend Labs, Inc.BLND1,359,047 shares · 0.0% of their software · price +$625K$5.7MNew · +$5.1M
- Donnelley Financial Solutions, Inc.DFIN89,615 shares · 0.0% of their software$5.6MFlat
- DoubleVerifyDV282,091 shares · 0.0% of their software · price +$669K$5.4MNew · +$4.8M
- Consensus Cloud Solutions, Inc.CCSI226,320 shares · 0.0% of their software$5.4M+$673K
- BrazeBRZE123,199 shares · 0.0% of their software · price +$1.2M$5.2MNew · +$4.0M
- Block, Inc.XYZ59,047 shares · 0.0% of their software · price +$1.1M$5.0M−$11.4M
- Viant Technology Inc.DSP261,221 shares · 0.0% of their software · price +$2.1M$5.0M+$1.9M
- AppianAPPN149,112 shares · 0.0% of their software$4.9MNew · +$5.1M
- Bandwidth Inc.BAND285,559 shares · 0.0% of their software$4.9M+$2.3M
- Red Violet, Inc.RDVT131,988 shares · 0.0% of their software · price +$1.0M$4.8M+$1.9M
- A10 Networks, Inc.ATEN246,967 shares · 0.0% of their software · price +$978K$4.5M+$2.7M
- Daily Journal CorporationDJCO7,998 shares · 0.0% of their software · price +$623K$4.5M+$554K
- Tuya Inc.TUYA2,144,103 shares · 0.0% of their software$3.8M—
- Dave Inc.DAVE43,637 shares · 0.0% of their software · price +$2.0M$3.8MNew · +$1.7M
- SimilarwebSMWB255,406 shares · 0.0% of their software · price +$1.4M$3.6M+$1.2M
- Ooma, Inc.OOMA253,016 shares · 0.0% of their software · price +$676K$3.6M+$2.1M
- nCinoNCNO105,204 shares · 0.0% of their software$3.5MNew · +$3.3M
- WEX Inc.WEX19,654 shares · 0.0% of their software · price −$676K$3.4MNew · +$4.1M
- NetScout Systems, Inc.NTCT144,786 shares · 0.0% of their software$3.1MNew · +$3.1M
- Agora, Inc.API740,889 shares · 0.0% of their software · price +$1.3M$3.1MNew · +$1.8M
- N-ableNABL327,729 shares · 0.0% of their software · price −$1.2M$3.1MFlat
- PAR Technology CorporationPAR38,434 shares · 0.0% of their software · price +$791K$2.8MNew · +$2.0M
- Expensify, Inc.EXFY757,001 shares · 0.0% of their software · price +$1.1M$2.5MFlat
- PaymentusPAY76,657 shares · 0.0% of their software · price +$970K$2.5MFlat
- Priority Technology Holdings, Inc.PRTH210,299 shares · 0.0% of their software · price +$1.0M$2.5MNew · +$1.4M
- Materialise NVMTLS348,577 shares · 0.0% of their software · price +$544K$2.5M+$925K
- Ribbon Communications Inc.RBBN589,756 shares · 0.0% of their software · price +$537K$2.5MFlat
- Riskified Ltd.RSKD475,179 shares · 0.0% of their software$2.2MFlat
- 8x8EGHT796,293 shares · 0.0% of their software$2.1MNew
- Grindr Inc.GRND116,945 shares · 0.0% of their software · price +$691K$2.1M−$2.4M
- Life360, Inc.LIF43,058 shares · 0.0% of their software$1.8M+$1.4M
- CoStarCSGP24,577 shares · 0.0% of their software$1.8M+$1.0M
- Bitdeer Technologies GroupBTDR80,922 shares · 0.0% of their software · price +$1.1M$1.8MNew · +$634K
- Agilysys, Inc.AGYS12,909 shares · 0.0% of their software$1.7M−$592K
- SynopsysSNPS3,457 shares · 0.0% of their software$1.7MNew · +$1.8M
- EverCommerceEVCM133,370 shares · 0.0% of their software$1.5M+$633K
- SS&CSSNC16,605 shares · 0.0% of their software$1.3M−$3.7M
- Calix, Inc.CALX30,946 shares · 0.0% of their software$1.1MNew · +$1.2M
- Sangoma Technologies CorporationSANG142,879 shares · 0.0% of their software$993K+$738K
- PagSeguro Digital Ltd.PAGS158,066 shares · 0.0% of their software$989KNew · +$1.4M
- DomoDOMO138,436 shares · 0.0% of their software$980KNew
- VTEXVTEX157,002 shares · 0.0% of their software$925KNew · +$1.2M
- i3 Verticals, Inc.IIIV36,111 shares · 0.0% of their software$832KNew · +$770K
- ReposiTrak, Inc.TRAK34,819 shares · 0.0% of their software$771KNew · +$643K
- eGain CorporationEGAN119,138 shares · 0.0% of their software$742KFlat
- Alight, Inc.ALIT93,129 shares · 0.0% of their software$644KNew · +$689K
- Yalla Group LimitedYALA140,873 shares · 0.0% of their software$572KFlat
- Bentley SystemsBSY9,034 shares · 0.0% of their software$422KNew · Flat
- Paysign, Inc.PAYS103,966 shares · 0.0% of their software$314KFlat
- Kaltura, Inc.KLTR140,885 shares · 0.0% of their software$310KNew · Flat
- DHI Group, Inc.DHX153,292 shares · 0.0% of their software$271KFlat
- PagerDutyPD14,394 shares · 0.0% of their software$263KNew · Flat
- Rackspace Technology, Inc.RXT71,487 shares · 0.0% of their software$158KNew · Flat
- CS Disco, Inc.LAW13,349 shares · 0.0% of their software$67KNew · Flat