Generalist · Boston, MA
Arrowstreet Capital, Limited Partnership
Q1 2025 · compared with Q4 2024
- Software
- $19.7B
- Weight of 13F
- 16.1%
- Names
- 172
- Net bought
- −$348M
Filed 14 May 2025 · SEC filing.
1,779 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
- MicrosoftMSFT13,602,445 shares · 25.9% of their software · price −$627M$5.1B−$804M
- ShopifySHOP16,131,927 shares · 7.8% of their software · price −$175M$1.5B−$37.8M
- AdobeADBE3,115,248 shares · 6.1% of their software · price −$190M$1.2B+$448M
- OracleORCL5,742,109 shares · 4.1% of their software · price −$154M$803M−$69.0M
- FortinetFTNT7,961,605 shares · 3.9% of their software · price +$14.2M$766M+$32.1M
- IntuitINTU1,128,260 shares · 3.5% of their software · price −$16.4M$693M+$151M
- AppLovinAPP2,384,041 shares · 3.2% of their software · price −$140M$632M−$165M
- GoDaddyGDDY3,160,802 shares · 2.9% of their software · price −$54.5M$569M−$53.9M
- AutodeskADSK1,980,554 shares · 2.6% of their software · price −$66.9M$519M+$139M
- SalesforceCRM1,585,520 shares · 2.2% of their software · price −$105M$425M+$393M
- ServiceNowNOW478,615 shares · 1.9% of their software · price −$126M$381M+$139M
- Fiserv, Inc.FISV1,717,586 shares · 1.9% of their software · price +$26.5M$379M−$77.0M
- VeriSign, Inc.VRSN1,451,312 shares · 1.9% of their software · price +$68.1M$368M+$34.5M
- AtlassianTEAM1,683,451 shares · 1.8% of their software · price −$52.5M$357M+$175M
- TwilioTWLO3,142,740 shares · 1.6% of their software · price −$32.0M$308M−$13.0M
- Fair IsaacFICO157,984 shares · 1.5% of their software · price −$23.2M$291M−$7.3M
- CrowdStrikeCRWD563,557 shares · 1.0% of their software · price +$5.9M$199M+$49.8M
- DocuSignDOCU2,378,908 shares · 1.0% of their software · price −$20.3M$194M+$19.8M
- OpenTextOTEX6,920,118 shares · 0.9% of their software · price −$21.2M$175M+$26.2M
- DropboxDBX6,056,903 shares · 0.8% of their software · price −$20.2M$162M+$25.0M
- WorkdayWDAY595,596 shares · 0.7% of their software · price −$14.6M$139M+$81.1M
- SAPSAP497,362 shares · 0.7% of their software · price +$11.1M$134M+$18.1M
- DescartesDSGX1,325,158 shares · 0.7% of their software · price −$16.9M$133M+$14.3M
- SamsaraIOT3,437,836 shares · 0.7% of their software · price −$18.4M$132M−$30.8M
- PalantirPLTR1,525,963 shares · 0.7% of their software · price +$13.4M$129M−$125M
- Roper Technologies, Inc.ROP216,611 shares · 0.6% of their software · price +$15.1M$128M+$95.0M
- SnowflakeSNOW852,129 shares · 0.6% of their software · price −$7.0M$125M+$19.0M
- BoxBOX3,836,901 shares · 0.6% of their software · price −$2.8M$118M+$14.2M
- PaycomPAYC537,554 shares · 0.6% of their software · price +$7.3M$117M+$27.8M
- WixWIX696,100 shares · 0.6% of their software · price −$35.6M$114M−$67.3M
- ToastTOST3,020,003 shares · 0.5% of their software · price −$9.9M$100M−$172M
- F5, Inc.FFIV368,916 shares · 0.5% of their software · price +$5.5M$98.2M−$14.2M
- OktaOKTA932,701 shares · 0.5% of their software · price +$24.6M$98.1M−$24.3M
- VeriskVRSK324,998 shares · 0.5% of their software · price +$7.2M$96.7M+$77.6M
- DoximityDOCS1,601,890 shares · 0.5% of their software · price +$7.4M$93.0M+$4.9M
- GuidewireGWRE482,527 shares · 0.5% of their software · price +$9.1M$90.4M−$78.2M
- ACI WorldwideACIW1,642,718 shares · 0.5% of their software · price +$4.6M$89.9MFlat
- ZoomZM1,215,504 shares · 0.5% of their software · price −$9.5M$89.7M+$17.7M
- CloudflareNET794,456 shares · 0.5% of their software · price +$4.0M$89.5M+$60.6M
- HubSpotHUBS155,999 shares · 0.5% of their software · price −$19.6M$89.1M+$53.9M
- CommvaultCVLT563,109 shares · 0.5% of their software · price +$3.9M$88.8M−$10.5M
- Clear Secure, Inc.YOU3,373,018 shares · 0.4% of their software · price −$2.5M$87.4M+$16.1M
- CadenceCDNS322,926 shares · 0.4% of their software · price −$14.9M$82.1M+$45.0M
- FreshworksFRSH5,371,536 shares · 0.4% of their software · price −$11.1M$75.8M+$25.3M
- DatadogDDOG756,544 shares · 0.4% of their software · price −$33.0M$75.1MFlat
- Manhattan AssociatesMANH407,723 shares · 0.4% of their software · price −$39.6M$70.6M−$4.6M
- NetApp, Inc.NTAP760,438 shares · 0.3% of their software · price −$21.5M$66.8M−$197M
- AppFolioAPPF297,896 shares · 0.3% of their software · price −$8.0M$65.5M+$15.8M
- Gen DigitalGEN2,461,576 shares · 0.3% of their software · price −$2.1M$65.3M+$14.1M
- ZscalerZS327,734 shares · 0.3% of their software · price +$5.9M$65.0M+$666K
- Amdocs LimitedDOX676,512 shares · 0.3% of their software · price +$4.3M$61.9M−$12.8M
- ElasticESTC679,319 shares · 0.3% of their software · price −$6.8M$60.5M−$6.4M
- Rubrik, Inc.RBRK987,295 shares · 0.3% of their software · price −$4.3M$60.2M+$42.6M
- Automatic Data Processing, Inc.ADP194,500 shares · 0.3% of their software · price +$2.5M$59.4M+$33.1M
- Intapp, Inc.INTA865,455 shares · 0.3% of their software · price −$4.9M$50.5M+$9.3M
- Q2QTWO617,010 shares · 0.3% of their software · price −$12.7M$49.4M−$12.9M
- MorningstarMORN162,936 shares · 0.2% of their software · price −$6.0M$48.9M+$15.4M
- WorkivaWK620,704 shares · 0.2% of their software · price −$20.8M$47.1M+$16.6M
- Joint Stock Company Kaspi.kzKSPI500,913 shares · 0.2% of their software · price −$932K$46.5M+$11.0M
- Uber Technologies, Inc.UBER601,170 shares · 0.2% of their software · price +$7.5M$43.8M−$16.4M
- CoStarCSGP492,279 shares · 0.2% of their software · price +$3.8M$39.0M+$33.5M
- NICENICE246,833 shares · 0.2% of their software · price −$3.9M$38.1M−$66.1M
- VeevaVEEV162,931 shares · 0.2% of their software · price +$3.5M$37.7M+$13.2M
- AkamaiAKAM466,461 shares · 0.2% of their software · price −$7.1M$37.6MFlat
- DigitalOceanDOCN1,090,846 shares · 0.2% of their software · price −$742K$36.4M−$4.8M
- BILLBILL788,232 shares · 0.2% of their software · price −$30.6M$36.2M−$69.6M
- TrimbleTRMB542,502 shares · 0.2% of their software · price −$2.7M$35.6M−$9.8M
- KlaviyoKVYO1,142,220 shares · 0.2% of their software · price −$12.5M$34.6M+$27.4M
- InterDigital, Inc.IDCC164,775 shares · 0.2% of their software · price +$2.1M$34.1M+$12.3M
- Sportradar Group AGSRAD1,569,756 shares · 0.2% of their software · price +$6.7M$33.9M+$2.8M
- LiveRamp Holdings, Inc.RAMP1,292,024 shares · 0.2% of their software · price −$5.5M$33.8M+$9.4M
- Clearwater AnalyticsCWAN1,181,599 shares · 0.2% of their software$31.7M—
- Remitly Global, Inc.RELY1,514,360 shares · 0.2% of their software · price −$2.7M$31.5M+$26.5M
- AsanaASAN2,034,292 shares · 0.2% of their software · price −$11.6M$29.6M+$2.3M
- AlkamiALKT1,120,044 shares · 0.1% of their software · price −$11.7M$29.4M−$8.6M
- DynatraceDT613,000 shares · 0.1% of their software · price −$4.4M$28.9M+$21.1M
- ProcorePCOR435,041 shares · 0.1% of their software · price −$3.9M$28.7M−$21.6M
- Tyler TechnologiesTYL48,628 shares · 0.1% of their software$28.3M+$5.5M
- Euronet Worldwide, Inc.EEFT262,027 shares · 0.1% of their software · price +$1.1M$28.0M+$8.9M
- Alarm.com Holdings, Inc.ALRM500,623 shares · 0.1% of their software · price −$2.6M$27.9M+$6.1M
- AvePointAVPT1,711,647 shares · 0.1% of their software · price −$3.5M$24.7M−$16.0M
- PTCPTC149,938 shares · 0.1% of their software · price −$4.3M$23.2M+$13.2M
- TeradataTDC1,009,155 shares · 0.1% of their software · price −$8.7M$22.7M+$16.0M
- LightspeedLSPD1,912,148 shares · 0.1% of their software · price −$12.4M$16.7M−$34.6M
- Grab Holdings LimitedGRAB3,593,475 shares · 0.1% of their software · price −$683K$16.3M−$143M
- DoceboDCBO550,890 shares · 0.1% of their software · price −$8.8M$15.8M+$5.2M
- NutanixNTNX224,670 shares · 0.1% of their software · price +$1.9M$15.7MNew · +$13.7M
- Sabre CorporationSABR5,535,624 shares · 0.1% of their software · price −$4.6M$15.6M−$1.2M
- A10 Networks, Inc.ATEN938,763 shares · 0.1% of their software · price −$1.9M$15.3M+$12.7M
- SPS CommerceSPSC113,502 shares · 0.1% of their software · price −$5.8M$15.1M+$3.4M
- PaylocityPCTY74,601 shares · 0.1% of their software · price −$905K$14.0MFlat
- BrazeBRZE382,582 shares · 0.1% of their software · price −$2.2M$13.8M+$10.9M
- Payoneer Global Inc.PAYO1,885,526 shares · 0.1% of their software · price −$5.1M$13.8M−$15.9M
- Zeta GlobalZETA1,003,936 shares · 0.1% of their software · price −$4.4M$13.6M−$56.2M
- RingCentralRNG538,481 shares · 0.1% of their software · price −$5.5M$13.3M−$31.7M
- BlackbaudBLKB206,371 shares · 0.1% of their software · price −$2.4M$12.8M+$9.2M
- FactSetFDS25,488 shares · 0.1% of their software · price −$654K$11.6M+$6.4M
- OneSpan Inc.OSPN663,600 shares · 0.1% of their software · price −$2.2M$10.1M−$2.7M
- Radware Ltd.RDWR458,708 shares · 0.1% of their software$9.9MFlat
- ProgressPRGS182,492 shares · 0.0% of their software · price −$2.5M$9.4M−$1.7M
- monday.comMNDY37,422 shares · 0.0% of their software$9.1M−$109M
- Calix, Inc.CALX253,207 shares · 0.0% of their software$9.0M+$7.8M
- PagerDutyPD472,904 shares · 0.0% of their software$8.6M+$8.4M
- PegasystemsPEGA113,181 shares · 0.0% of their software · price −$2.7M$7.9M−$7.8M
- Bentley SystemsBSY199,890 shares · 0.0% of their software · price −$1.5M$7.9M+$8.9M
- Five9FIVN281,816 shares · 0.0% of their software · price −$3.8M$7.7MNew · +$11.5M
- YextYEXT1,134,564 shares · 0.0% of their software$7.0M−$4.0M
- VertexVERX194,051 shares · 0.0% of their software · price −$3.6M$6.8M−$13.5M
- Consensus Cloud Solutions, Inc.CCSI286,419 shares · 0.0% of their software$6.6M+$1.4M
- Tuya Inc.TUYA2,168,085 shares · 0.0% of their software · price +$2.7M$6.6MFlat
- AppianAPPN221,529 shares · 0.0% of their software · price −$924K$6.4M+$2.4M
- ZoomInfoZI620,267 shares · 0.0% of their software$6.2MNew
- SemrushSEMR652,964 shares · 0.0% of their software$6.1M—
- Red Violet, Inc.RDVT161,978 shares · 0.0% of their software$6.1M+$1.1M
- The Trade DeskTTD104,143 shares · 0.0% of their software · price −$6.5M$5.7M−$88.4M
- Paysafe LimitedPSFE356,297 shares · 0.0% of their software · price −$502K$5.6M−$5.8M
- Xperi Inc.XPER698,612 shares · 0.0% of their software · price −$1.8M$5.4M−$988K
- Ooma, Inc.OOMA388,140 shares · 0.0% of their software$5.1M+$1.9M
- DoubleVerifyDV357,413 shares · 0.0% of their software · price −$2.1M$4.8M+$1.4M
- QualysQLYS37,056 shares · 0.0% of their software · price −$530K$4.7M−$2.1M
- MongoDBMDB25,676 shares · 0.0% of their software · price −$1.5M$4.5M−$7.9M
- BlackBerry LimitedBB1,176,456 shares · 0.0% of their software$4.4M−$6.0M
- Cognyte Software Ltd.CGNT563,005 shares · 0.0% of their software$4.4M−$857K
- CCC Intelligent Solutions Holdings Inc.CCC449,567 shares · 0.0% of their software · price −$1.2M$4.1MNew · +$5.3M
- Block, Inc.XYZ74,715 shares · 0.0% of their software · price −$2.3M$4.1M+$1.3M
- Bandwidth Inc.BAND294,793 shares · 0.0% of their software · price −$1.2M$3.9MFlat
- Grindr Inc.GRND214,286 shares · 0.0% of their software$3.8M+$1.7M
- International Money Express, Inc.IMXI280,488 shares · 0.0% of their software · price −$2.3M$3.5MFlat
- TenableTENB95,744 shares · 0.0% of their software$3.3MNew · +$3.8M
- Viant Technology Inc.DSP260,903 shares · 0.0% of their software · price −$1.7M$3.2MFlat
- Digital TurbineAPPS1,129,908 shares · 0.0% of their software · price +$1.2M$3.1MNew · +$1.9M
- Upbound Group, Inc.UPBD122,752 shares · 0.0% of their software · price −$640K$2.9M−$20.1M
- NetScout Systems, Inc.NTCT137,395 shares · 0.0% of their software$2.9MFlat
- Expensify, Inc.EXFY937,956 shares · 0.0% of their software$2.9M+$606K
- Lyft, Inc.LYFT236,405 shares · 0.0% of their software$2.8M−$3.3M
- Donnelley Financial Solutions, Inc.DFIN62,685 shares · 0.0% of their software · price −$1.2M$2.7M−$1.7M
- Agora, Inc.API593,382 shares · 0.0% of their software$2.4M−$614K
- Ribbon Communications Inc.RBBN556,324 shares · 0.0% of their software$2.2MFlat
- Materialise NVMTLS405,811 shares · 0.0% of their software · price −$860K$2.0MFlat
- N-ableNABL276,728 shares · 0.0% of their software · price −$623K$2.0MFlat
- Riskified Ltd.RSKD392,692 shares · 0.0% of their software$1.8MFlat
- Life360, Inc.LIF45,822 shares · 0.0% of their software$1.8MFlat
- Priority Technology Holdings, Inc.PRTH257,302 shares · 0.0% of their software · price −$1.3M$1.8M+$552K
- EverCommerceEVCM166,807 shares · 0.0% of their software$1.7MFlat
- UiPathPATH154,212 shares · 0.0% of their software$1.6M−$3.8M
- Adeia Inc.ADEA103,976 shares · 0.0% of their software$1.4MNew · +$1.5M
- DomoDOMO136,502 shares · 0.0% of their software$1.1M—
- Kaltura, Inc.KLTR561,720 shares · 0.0% of their software$1.1M+$926K
- WaystarWAY27,901 shares · 0.0% of their software$1.0M−$4.9M
- Full Truck Alliance Co. Ltd.YMM69,375 shares · 0.0% of their software$886KNew · +$751K
- Yalla Group LimitedYALA168,477 shares · 0.0% of their software$879KFlat
- PaymentusPAY31,111 shares · 0.0% of their software$812K−$1.5M
- Sangoma Technologies CorporationSANG176,561 shares · 0.0% of their software$796KFlat
- PDF Solutions, Inc.PDFS40,047 shares · 0.0% of their software$765KNew · +$1.1M
- SprinklrCXM91,213 shares · 0.0% of their software$762KNew · +$771K
- BlackLineBL15,151 shares · 0.0% of their software$734K−$18.5M
- EVERTEC, Inc.EVTC19,870 shares · 0.0% of their software$731KNew · +$686K
- eGain CorporationEGAN145,549 shares · 0.0% of their software$706KFlat
- ReposiTrak, Inc.TRAK31,941 shares · 0.0% of their software$647KFlat
- i3 Verticals, Inc.IIIV24,019 shares · 0.0% of their software$593KFlat
- Blend Labs, Inc.BLND175,747 shares · 0.0% of their software$589K−$5.0M
- 8x8EGHT292,419 shares · 0.0% of their software$585K—
- Aeva Technologies, Inc.AEVA63,872 shares · 0.0% of their software$447KNew · Flat
- SynopsysSNPS920 shares · 0.0% of their software$395K−$1.2M
- BroadridgeBR1,337 shares · 0.0% of their software$324KNew · Flat
- JFrogFROG9,290 shares · 0.0% of their software$297KNew · Flat
- DHI Group, Inc.DHX213,460 shares · 0.0% of their software$297KFlat
- Cerence Inc.CRNC37,183 shares · 0.0% of their software$294KNew · Flat
- AmplitudeAMPL26,897 shares · 0.0% of their software$274KNew · Flat
- Paysign, Inc.PAYS103,966 shares · 0.0% of their software$220KFlat
- CS Disco, Inc.LAW24,784 shares · 0.0% of their software$101KFlat
- Rimini Street, Inc.RMNI21,625 shares · 0.0% of their software$75KNew · Flat