Generalist · Boston, MA
Arrowstreet Capital, Limited Partnership
Q2 2025 · compared with Q1 2025
- Software
- $22.6B
- Weight of 13F
- 16.0%
- Names
- 180
- Net bought
- −$732M
Filed 13 August 2025 · SEC filing.
1,915 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
- MicrosoftMSFT11,305,833 shares · 24.9% of their software · price +$1.4B$5.6B−$862M
- AdobeADBE3,664,151 shares · 6.3% of their software · price +$12.3M$1.4B+$211M
- ShopifySHOP11,896,793 shares · 6.1% of their software · price +$236M$1.4B−$404M
- OracleORCL5,568,912 shares · 5.4% of their software · price +$439M$1.2B−$24.2M
- IntuitINTU1,201,116 shares · 4.2% of their software · price +$209M$946M+$44.7M
- FortinetFTNT7,201,924 shares · 3.4% of their software · price +$68.1M$761M−$73.1M
- SalesforceCRM2,479,989 shares · 3.0% of their software · price +$10.7M$676M+$240M
- AppLovinAPP1,908,870 shares · 3.0% of their software · price +$162M$668M−$126M
- AutodeskADSK2,034,080 shares · 2.8% of their software · price +$97.2M$630M+$14.0M
- GoDaddyGDDY2,763,145 shares · 2.2% of their software$498M−$71.6M
- ServiceNowNOW420,140 shares · 1.9% of their software · price +$97.4M$432M−$46.6M
- VeriSign, Inc.VRSN1,427,602 shares · 1.8% of their software · price +$49.9M$412M−$6.0M
- TwilioTWLO2,724,947 shares · 1.5% of their software · price +$72.1M$339M−$40.9M
- AtlassianTEAM1,594,108 shares · 1.4% of their software · price −$14.5M$324M−$19.0M
- CrowdStrikeCRWD630,875 shares · 1.4% of their software · price +$98.9M$321M+$23.7M
- PalantirPLTR2,240,258 shares · 1.4% of their software · price +$116M$305M+$60.3M
- Fiserv, Inc.FISV1,651,320 shares · 1.3% of their software · price −$80.0M$285M−$14.6M
- Fair IsaacFICO140,699 shares · 1.1% of their software · price −$2.3M$257M−$31.9M
- OpenTextOTEX7,730,470 shares · 1.0% of their software · price +$30.5M$226M+$20.5M
- WorkdayWDAY862,539 shares · 0.9% of their software · price +$5.6M$207M+$62.3M
- DropboxDBX6,662,161 shares · 0.8% of their software · price +$12.6M$191M+$16.2M
- SnowflakeSNOW772,094 shares · 0.8% of their software · price +$59.9M$173M−$11.7M
- VeriskVRSK552,736 shares · 0.8% of their software · price +$7.7M$172M+$67.8M
- CloudflareNET846,441 shares · 0.7% of their software · price +$70.4M$166M+$5.9M
- DocuSignDOCU2,067,894 shares · 0.7% of their software · price −$7.3M$161M−$25.3M
- ToastTOST3,478,148 shares · 0.7% of their software · price +$38.7M$154M+$15.2M
- DatadogDDOG1,132,343 shares · 0.7% of their software · price +$39.8M$152M+$37.3M
- PaycomPAYC633,692 shares · 0.6% of their software · price +$8.2M$147M+$21.0M
- BoxBOX4,247,092 shares · 0.6% of their software · price +$14.1M$145M+$12.7M
- Roper Technologies, Inc.ROP254,032 shares · 0.6% of their software · price −$5.8M$144M+$22.1M
- ZoomZM1,809,252 shares · 0.6% of their software · price +$7.6M$141M+$43.8M
- Gen DigitalGEN4,497,501 shares · 0.6% of their software · price +$12.9M$132M+$54.0M
- DescartesDSGX1,202,196 shares · 0.5% of their software · price +$986K$122M−$12.4M
- WixWIX768,910 shares · 0.5% of their software · price −$3.8M$122M+$11.9M
- VeevaVEEV405,245 shares · 0.5% of their software · price +$22.8M$117M+$56.1M
- ZscalerZS367,075 shares · 0.5% of their software · price +$42.4M$115M+$7.8M
- SamsaraIOT2,773,924 shares · 0.5% of their software · price +$4.0M$110M−$25.4M
- NetApp, Inc.NTAP936,807 shares · 0.4% of their software · price +$17.5M$99.8M+$15.5M
- GuidewireGWRE419,715 shares · 0.4% of their software · price +$20.2M$98.8M−$11.8M
- CommvaultCVLT554,604 shares · 0.4% of their software · price +$9.2M$96.7M−$1.3M
- Manhattan AssociatesMANH467,816 shares · 0.4% of their software · price +$11.4M$92.4M+$10.4M
- Automatic Data Processing, Inc.ADP290,588 shares · 0.4% of their software · price +$834K$89.6M+$29.4M
- CadenceCDNS286,506 shares · 0.4% of their software · price +$15.4M$88.3M−$9.3M
- HubSpotHUBS158,237 shares · 0.4% of their software · price −$2.3M$88.1M+$1.3M
- MongoDBMDB418,313 shares · 0.4% of their software · price +$14.5M$87.8M+$68.9M
- Rubrik, Inc.RBRK955,600 shares · 0.4% of their software · price +$27.3M$85.6M−$1.9M
- Clear Secure, Inc.YOU3,064,621 shares · 0.4% of their software · price +$5.7M$85.1M−$8.0M
- Sportradar Group AGSRAD2,765,953 shares · 0.3% of their software · price +$17.9M$77.7M+$25.9M
- DoximityDOCS1,236,267 shares · 0.3% of their software · price +$4.1M$75.8M−$21.2M
- F5, Inc.FFIV244,565 shares · 0.3% of their software · price +$6.9M$72.0M−$33.1M
- ACI WorldwideACIW1,553,345 shares · 0.3% of their software · price −$13.7M$71.3M−$4.9M
- AppFolioAPPF292,771 shares · 0.3% of their software · price +$3.0M$67.4M−$1.1M
- FreshworksFRSH4,489,843 shares · 0.3% of their software · price +$3.6M$66.9M−$12.4M
- MorningstarMORN193,612 shares · 0.3% of their software · price +$2.7M$60.8M+$9.2M
- NICENICE336,887 shares · 0.3% of their software · price +$5.0M$56.9M+$13.9M
- AsanaASAN4,160,975 shares · 0.2% of their software · price −$4.5M$56.2M+$31.0M
- Remitly Global, Inc.RELY2,986,570 shares · 0.2% of their software · price −$6.1M$56.1M+$30.6M
- ElasticESTC648,600 shares · 0.2% of their software · price −$3.1M$54.7M−$2.7M
- Q2QTWO581,593 shares · 0.2% of their software · price +$7.9M$54.4M−$2.8M
- SAPSAP166,169 shares · 0.2% of their software · price +$5.9M$50.5M−$88.9M
- Amdocs LimitedDOX534,391 shares · 0.2% of their software$48.8M−$13.0M
- KlaviyoKVYO1,386,559 shares · 0.2% of their software · price +$4.6M$46.6M+$7.4M
- CoStarCSGP558,946 shares · 0.2% of their software · price +$654K$44.9M+$5.3M
- NutanixNTNX587,482 shares · 0.2% of their software · price +$3.9M$44.9M+$25.3M
- Joint Stock Company Kaspi.kzKSPI514,178 shares · 0.2% of their software · price −$4.1M$43.6M+$1.2M
- Aeva Technologies, Inc.AEVA1,105,048 shares · 0.2% of their software · price +$34.0M$41.8M+$7.3M
- LiveRamp Holdings, Inc.RAMP1,250,312 shares · 0.2% of their software · price +$8.6M$41.3M−$1.1M
- PTCPTC224,609 shares · 0.2% of their software · price +$3.9M$38.7M+$11.6M
- DuolingoDUOL90,087 shares · 0.2% of their software · price +$9.0M$36.9MNew · +$28.0M
- AkamaiAKAM449,354 shares · 0.2% of their software$35.8M−$1.4M
- WorkivaWK493,180 shares · 0.1% of their software · price −$3.7M$33.8M−$9.7M
- TrimbleTRMB400,697 shares · 0.1% of their software · price +$4.1M$30.4M−$9.3M
- UiPathPATH2,350,063 shares · 0.1% of their software · price +$5.9M$30.1M+$22.6M
- InterDigital, Inc.IDCC132,460 shares · 0.1% of their software · price +$2.3M$29.7M−$6.7M
- PaylocityPCTY162,920 shares · 0.1% of their software · price −$1.0M$29.5M+$16.5M
- LightspeedLSPD2,468,872 shares · 0.1% of their software · price +$7.3M$28.9M+$4.9M
- BILLBILL624,931 shares · 0.1% of their software$28.9M−$7.5M
- Alarm.com Holdings, Inc.ALRM503,252 shares · 0.1% of their software$28.5MFlat
- Block, Inc.XYZ405,253 shares · 0.1% of their software · price +$5.5M$27.5M+$18.0M
- DynatraceDT489,226 shares · 0.1% of their software · price +$3.9M$27.0M−$5.8M
- A10 Networks, Inc.ATEN1,306,664 shares · 0.1% of their software · price +$3.9M$25.3M+$6.0M
- monday.comMNDY78,660 shares · 0.1% of their software · price +$5.6M$24.7M+$10.0M
- Intapp, Inc.INTA467,232 shares · 0.1% of their software · price −$3.2M$24.1M−$23.2M
- TeradataTDC1,065,273 shares · 0.1% of their software$23.8M+$1.3M
- RingCentralRNG812,518 shares · 0.1% of their software · price +$2.9M$23.0M+$6.8M
- Euronet Worldwide, Inc.EEFT216,484 shares · 0.1% of their software · price −$1.2M$21.9M−$4.9M
- AvePointAVPT1,135,685 shares · 0.1% of their software · price +$5.5M$21.9M−$8.3M
- Calix, Inc.CALX405,439 shares · 0.1% of their software · price +$7.2M$21.6M+$5.4M
- DigitalOceanDOCN728,468 shares · 0.1% of their software · price −$3.5M$20.8M−$12.1M
- AppianAPPN690,788 shares · 0.1% of their software · price +$725K$20.6M+$13.5M
- BlackbaudBLKB298,343 shares · 0.1% of their software · price +$644K$19.2M+$5.7M
- Grindr Inc.GRND832,513 shares · 0.1% of their software · price +$4.0M$18.9M+$11.1M
- Digital TurbineAPPS3,163,124 shares · 0.1% of their software · price +$10.1M$18.7M+$5.5M
- Lyft, Inc.LYFT1,176,890 shares · 0.1% of their software · price +$4.6M$18.5M+$11.2M
- Clearwater AnalyticsCWAN833,353 shares · 0.1% of their software$18.3M—
- ProgressPRGS284,931 shares · 0.1% of their software · price +$3.5M$18.2M+$5.3M
- Tyler TechnologiesTYL29,726 shares · 0.1% of their software$17.6M−$11.0M
- FactSetFDS38,090 shares · 0.1% of their software$17.0M+$5.7M
- DoceboDCBO552,271 shares · 0.1% of their software$16.0MFlat
- SPS CommerceSPSC112,329 shares · 0.1% of their software$15.3MFlat
- Radware Ltd.RDWR454,688 shares · 0.1% of their software · price +$3.6M$13.4MFlat
- Yalla Group LimitedYALA1,981,119 shares · 0.1% of their software · price +$3.0M$13.4M+$9.5M
- ZoomInfoZI1,274,630 shares · 0.1% of their software$12.9M—
- OneSpan Inc.OSPN765,843 shares · 0.1% of their software · price +$1.1M$12.8M+$1.6M
- BlackBerry LimitedBB2,788,921 shares · 0.1% of their software · price +$2.3M$12.8M+$6.1M
- JFrogFROG291,134 shares · 0.1% of their software · price +$3.5M$12.8M+$9.0M
- StoneCo Ltd.STNE746,876 shares · 0.1% of their software · price +$4.2M$12.0MNew · +$7.8M
- VaronisVRNS233,349 shares · 0.1% of their software · price +$2.4M$11.8MNew · +$9.4M
- VertexVERX308,435 shares · 0.0% of their software$10.9M+$4.0M
- TenableTENB320,644 shares · 0.0% of their software$10.8M+$7.9M
- YextYEXT1,248,638 shares · 0.0% of their software · price +$2.9M$10.6M+$703K
- QualysQLYS72,841 shares · 0.0% of their software · price +$1.2M$10.4M+$4.5M
- Red Violet, Inc.RDVT206,570 shares · 0.0% of their software · price +$2.4M$10.2M+$1.7M
- BrazeBRZE347,021 shares · 0.0% of their software · price −$2.8M$9.8M−$1.3M
- Pagaya Technologies Ltd.PGY410,876 shares · 0.0% of their software · price +$4.5M$8.8MNew · +$4.3M
- PagerDutyPD557,406 shares · 0.0% of their software · price −$1.7M$8.5M+$1.5M
- Bentley SystemsBSY155,320 shares · 0.0% of their software · price +$2.3M$8.4M−$1.8M
- Tuya Inc.TUYA3,522,131 shares · 0.0% of their software · price −$2.5M$8.1M+$4.1M
- Cognyte Software Ltd.CGNT840,735 shares · 0.0% of their software · price +$1.2M$7.8M+$2.2M
- EverCommerceEVCM714,519 shares · 0.0% of their software$7.5M+$5.5M
- Check PointCHKP33,881 shares · 0.0% of their software$7.5MNew · +$7.7M
- Payoneer Global Inc.PAYO1,091,497 shares · 0.0% of their software · price −$502K$7.5M−$5.8M
- Consensus Cloud Solutions, Inc.CCSI305,407 shares · 0.0% of their software$7.0MFlat
- PaymentusPAY208,535 shares · 0.0% of their software · price +$1.4M$6.8M+$4.6M
- Xperi Inc.XPER842,443 shares · 0.0% of their software$6.7M+$1.1M
- NetScout Systems, Inc.NTCT255,515 shares · 0.0% of their software · price +$971K$6.3M+$2.5M
- PegasystemsPEGA110,164 shares · 0.0% of their software · price −$1.7M$6.0MFlat
- Bandwidth Inc.BAND373,153 shares · 0.0% of their software · price +$1.0M$5.9M+$1.0M
- CourseraCOUR669,328 shares · 0.0% of their software · price +$1.4M$5.9MNew · +$4.5M
- Ooma, Inc.OOMA437,732 shares · 0.0% of their software$5.6M+$649K
- SemrushSEMR618,229 shares · 0.0% of their software$5.6M—
- Global-EGLBE161,845 shares · 0.0% of their software$5.4MNew · +$5.8M
- AmplitudeAMPL418,090 shares · 0.0% of their software · price +$924K$5.2M+$4.0M
- Paysafe LimitedPSFE393,291 shares · 0.0% of their software · price −$1.2M$5.0M+$580K
- Donnelley Financial Solutions, Inc.DFIN76,988 shares · 0.0% of their software · price +$1.4M$4.7M+$625K
- Sabre CorporationSABR1,501,460 shares · 0.0% of their software · price +$526K$4.7M−$11.3M
- DomoDOMO325,861 shares · 0.0% of their software$4.6M—
- Definitive HealthcareDH1,088,952 shares · 0.0% of their software · price +$1.1M$4.2MNew · +$3.1M
- Diebold Nixdorf, IncorporatedDBD72,077 shares · 0.0% of their software · price +$842K$4.0MNew · +$3.2M
- Viant Technology Inc.DSP276,689 shares · 0.0% of their software$3.7MFlat
- AlkamiALKT120,355 shares · 0.0% of their software$3.6M−$26.2M
- International Money Express, Inc.IMXI287,744 shares · 0.0% of their software · price −$728K$2.9MFlat
- PhreesiaPHR96,792 shares · 0.0% of their software$2.8MNew · +$2.5M
- Materialise NVMTLS467,276 shares · 0.0% of their software$2.6MFlat
- Adeia Inc.ADEA176,035 shares · 0.0% of their software$2.5M+$953K
- Agora, Inc.API610,885 shares · 0.0% of their software$2.3MFlat
- Life360, Inc.LIF34,855 shares · 0.0% of their software · price +$936K$2.3MFlat
- Repay Holdings CorporationRPAY470,144 shares · 0.0% of their software$2.3MNew · +$2.6M
- Priority Technology Holdings, Inc.PRTH283,557 shares · 0.0% of their software$2.2MFlat
- Ribbon Communications Inc.RBBN483,170 shares · 0.0% of their software$1.9MFlat
- Expensify, Inc.EXFY730,888 shares · 0.0% of their software$1.9M−$629K
- Kaltura, Inc.KLTR917,078 shares · 0.0% of their software$1.8M+$668K
- DoubleVerifyDV120,251 shares · 0.0% of their software$1.8M−$3.2M
- Riskified Ltd.RSKD333,520 shares · 0.0% of their software$1.7MFlat
- Upbound Group, Inc.UPBD63,402 shares · 0.0% of their software$1.6M−$1.4M
- FastlyFSLY213,917 shares · 0.0% of their software$1.5MNew · +$1.4M
- EVERTEC, Inc.EVTC36,547 shares · 0.0% of their software$1.3M+$613K
- SprinklrCXM137,915 shares · 0.0% of their software$1.2MFlat
- Sangoma Technologies CorporationSANG173,012 shares · 0.0% of their software$1.1MFlat
- BackblazeBLZE180,609 shares · 0.0% of their software$993KNew · +$872K
- eGain CorporationEGAN145,549 shares · 0.0% of their software$910KFlat
- NCR Atleos CorporationNATL31,243 shares · 0.0% of their software$891KNew · +$824K
- PDF Solutions, Inc.PDFS40,047 shares · 0.0% of their software$856KFlat
- Paysign, Inc.PAYS103,966 shares · 0.0% of their software · price +$528K$749KFlat
- N-ableNABL80,091 shares · 0.0% of their software$649K−$1.4M
- DHI Group, Inc.DHX213,460 shares · 0.0% of their software$634KFlat
- Cerence Inc.CRNC57,964 shares · 0.0% of their software$592KFlat
- 8x8EGHT292,419 shares · 0.0% of their software$573KFlat
- ReposiTrak, Inc.TRAK28,177 shares · 0.0% of their software$554KFlat
- Blend Labs, Inc.BLND161,651 shares · 0.0% of their software$533KFlat
- Commerce.com, Inc.CMRC101,543 shares · 0.0% of their software$508KNew · +$585K
- WaystarWAY11,495 shares · 0.0% of their software$470K−$613K
- ServiceTitanTTAN3,668 shares · 0.0% of their software$393KNew · Flat
- Mitek Systems, Inc.MITK38,986 shares · 0.0% of their software$386KNew · Flat
- Sprout SocialSPT13,650 shares · 0.0% of their software$285KNew · Flat
- BlackLineBL3,695 shares · 0.0% of their software$209K−$555K
- Allot Ltd.ALLT18,278 shares · 0.0% of their software$156KNew · Flat
- FlywireFLYW10,149 shares · 0.0% of their software$119KNew · Flat
- CS Disco, Inc.LAW24,784 shares · 0.0% of their software$108KFlat
- Rimini Street, Inc.RMNI21,625 shares · 0.0% of their software$82KFlat