Generalist · Boston, MA
Arrowstreet Capital, Limited Partnership
Q3 2025 · compared with Q2 2025
- Software
- $22.8B
- Weight of 13F
- 14.4%
- Names
- 155
- Net bought
- +$28.1M
Filed 13 November 2025 · SEC filing.
1,823 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
- MicrosoftMSFT12,599,358 shares · 28.7% of their software · price +$259M$6.5B+$643M
- AdobeADBE5,617,145 shares · 8.7% of their software · price −$192M$2.0B+$756M
- OracleORCL4,650,737 shares · 5.7% of their software · price +$291M$1.3B−$201M
- ShopifySHOP8,312,352 shares · 5.4% of their software · price +$276M$1.2B−$413M
- IntuitINTU1,411,158 shares · 4.2% of their software · price −$148M$964M+$165M
- SalesforceCRM3,645,252 shares · 3.8% of their software · price −$130M$864M+$318M
- AppLovinAPP942,326 shares · 3.0% of their software · price +$347M$677MSplit
- AutodeskADSK2,037,029 shares · 2.8% of their software · price +$16.5M$647MFlat
- PalantirPLTR2,533,716 shares · 2.0% of their software · price +$117M$462M+$40.0M
- FortinetFTNT4,643,983 shares · 1.7% of their software · price −$100M$390M−$270M
- VeriSign, Inc.VRSN1,381,301 shares · 1.7% of their software · price −$12.7M$386M−$13.4M
- GoDaddyGDDY2,765,293 shares · 1.7% of their software · price −$120M$378MFlat
- MongoDBMDB1,097,059 shares · 1.5% of their software · price +$110M$341M+$143M
- SnowflakeSNOW1,226,993 shares · 1.2% of their software · price +$2.2M$277M+$102M
- WorkdayWDAY1,107,825 shares · 1.2% of their software · price +$809K$267M+$58.9M
- TwilioTWLO2,405,914 shares · 1.1% of their software · price −$58.4M$241M−$39.7M
- ZoomZM2,645,846 shares · 1.0% of their software · price +$12.0M$218M+$65.2M
- NetApp, Inc.NTAP1,823,292 shares · 0.9% of their software · price +$21.7M$216M+$94.5M
- DropboxDBX6,806,508 shares · 0.9% of their software · price +$11.0M$206M+$4.1M
- Fiserv, Inc.FISV1,564,429 shares · 0.9% of their software · price −$68.0M$202M−$15.0M
- Fair IsaacFICO127,872 shares · 0.8% of their software · price −$42.4M$191M−$23.4M
- Gen DigitalGEN6,600,836 shares · 0.8% of their software · price −$6.7M$187M+$61.8M
- AtlassianTEAM1,164,113 shares · 0.8% of their software · price −$50.5M$186M−$87.3M
- ServiceNowNOW193,239 shares · 0.8% of their software · price −$20.8M$178M−$233M
- OpenTextOTEX4,422,823 shares · 0.7% of their software · price +$36.2M$165M−$96.6M
- ToastTOST4,343,474 shares · 0.7% of their software · price −$33.8M$159M+$38.3M
- DocuSignDOCU2,054,620 shares · 0.7% of their software · price −$11.9M$148MFlat
- WixWIX744,253 shares · 0.6% of their software · price +$14.3M$132M−$3.9M
- GuidewireGWRE554,594 shares · 0.6% of their software · price −$3.1M$127M+$31.8M
- BoxBOX3,906,312 shares · 0.6% of their software · price −$7.4M$126M−$11.6M
- CadenceCDNS348,502 shares · 0.5% of their software · price +$15.0M$122M+$19.1M
- VeevaVEEV364,122 shares · 0.5% of their software · price +$3.6M$108M−$11.8M
- Roper Technologies, Inc.ROP199,023 shares · 0.4% of their software · price −$13.6M$99.3M−$31.2M
- CloudflareNET451,949 shares · 0.4% of their software · price +$8.5M$97.0M−$77.3M
- Clear Secure, Inc.YOU2,888,393 shares · 0.4% of their software · price +$16.2M$96.4M−$4.9M
- CommvaultCVLT509,171 shares · 0.4% of their software · price +$7.4M$96.1M−$7.9M
- DescartesDSGX1,000,158 shares · 0.4% of their software · price −$7.4M$94.2M−$20.5M
- F5, Inc.FFIV283,387 shares · 0.4% of their software · price +$8.2M$91.6M+$11.4M
- Remitly Global, Inc.RELY5,554,016 shares · 0.4% of their software · price −$13.7M$90.5M+$48.2M
- NutanixNTNX1,190,750 shares · 0.4% of their software · price −$2.4M$88.6M+$46.1M
- AppFolioAPPF317,413 shares · 0.4% of their software · price +$14.4M$87.5M+$5.7M
- ZscalerZS290,284 shares · 0.4% of their software · price −$4.1M$87.0M−$24.1M
- DoximityDOCS1,173,660 shares · 0.4% of their software · price +$13.9M$85.9M−$3.8M
- Sportradar Group AGSRAD3,175,498 shares · 0.4% of their software · price −$3.7M$85.4M+$11.5M
- Automatic Data Processing, Inc.ADP287,504 shares · 0.4% of their software · price −$4.3M$84.4M−$951K
- PaycomPAYC384,364 shares · 0.4% of their software · price −$8.9M$80.0M−$57.7M
- HubSpotHUBS169,560 shares · 0.3% of their software · price −$15.1M$79.3M+$6.3M
- Calix, Inc.CALX1,274,426 shares · 0.3% of their software · price +$10.4M$78.2M+$46.2M
- ACI WorldwideACIW1,355,491 shares · 0.3% of their software · price +$9.3M$71.5M−$9.1M
- MorningstarMORN290,621 shares · 0.3% of their software · price −$23.8M$67.4M+$30.5M
- AsanaASAN4,648,910 shares · 0.3% of their software · price −$651K$62.1M+$6.6M
- Manhattan AssociatesMANH287,887 shares · 0.3% of their software · price +$2.2M$59.0M−$35.5M
- PTCPTC288,244 shares · 0.3% of their software · price +$8.8M$58.5M+$11.0M
- VeriskVRSK225,087 shares · 0.2% of their software · price −$13.5M$56.6M−$102M
- Amdocs LimitedDOX666,349 shares · 0.2% of their software · price −$6.1M$54.7M+$12.0M
- AkamaiAKAM643,620 shares · 0.2% of their software · price −$2.6M$48.8M+$15.5M
- Joint Stock Company Kaspi.kzKSPI578,058 shares · 0.2% of their software · price −$1.9M$47.2M+$5.4M
- WorkivaWK523,808 shares · 0.2% of their software · price +$9.2M$45.1M+$2.1M
- UiPathPATH3,041,987 shares · 0.2% of their software · price +$1.8M$40.7M+$8.9M
- AppianAPPN1,291,124 shares · 0.2% of their software · price +$917K$39.5M+$17.9M
- Lyft, Inc.LYFT1,758,567 shares · 0.2% of their software · price +$11.0M$38.7M+$9.2M
- CoStarCSGP453,897 shares · 0.2% of their software · price +$1.8M$38.3M−$8.4M
- CourseraCOUR2,955,723 shares · 0.2% of their software · price +$8.7M$34.6M+$20.0M
- SAPSAP120,987 shares · 0.1% of their software · price −$4.5M$32.3M−$13.7M
- Bentley SystemsBSY627,165 shares · 0.1% of their software · price −$1.6M$32.3M+$25.5M
- ElasticESTC380,156 shares · 0.1% of their software$32.1M−$22.6M
- LiveRamp Holdings, Inc.RAMP1,167,967 shares · 0.1% of their software · price −$6.9M$31.7M−$2.7M
- SamsaraIOT841,912 shares · 0.1% of their software · price −$2.1M$31.4M−$76.9M
- RingCentralRNG1,025,896 shares · 0.1% of their software$29.1M+$6.0M
- PaylocityPCTY182,143 shares · 0.1% of their software · price −$4.0M$29.0M+$3.5M
- FreshworksFRSH2,379,029 shares · 0.1% of their software · price −$7.5M$28.0M−$31.5M
- Palo Alto NetworksPANW133,750 shares · 0.1% of their software$27.2MNew · +$27.4M
- StoneCo Ltd.STNE1,431,208 shares · 0.1% of their software · price +$4.1M$27.1M+$11.0M
- Alarm.com Holdings, Inc.ALRM480,417 shares · 0.1% of their software · price −$1.7M$25.5M−$1.3M
- TenableTENB867,983 shares · 0.1% of their software · price −$4.0M$25.3M+$18.5M
- Diebold Nixdorf, IncorporatedDBD402,603 shares · 0.1% of their software · price +$656K$23.0M+$18.3M
- TrimbleTRMB274,539 shares · 0.1% of their software · price +$1.6M$22.4M−$9.6M
- A10 Networks, Inc.ATEN1,226,347 shares · 0.1% of their software · price −$1.5M$22.3M−$1.6M
- DigitalOceanDOCN626,022 shares · 0.1% of their software · price +$3.5M$21.4M−$2.9M
- Uber Technologies, Inc.UBER210,235 shares · 0.1% of their software · price +$982K$20.6MNew · +$19.6M
- TeradataTDC954,382 shares · 0.1% of their software · price −$764K$20.5M−$2.5M
- BlackbaudBLKB282,394 shares · 0.1% of their software$18.2M−$1.0M
- InterDigital, Inc.IDCC50,861 shares · 0.1% of their software · price +$6.2M$17.6M−$18.3M
- NICENICE120,458 shares · 0.1% of their software · price −$2.9M$17.4M−$36.6M
- KlaviyoKVYO623,692 shares · 0.1% of their software · price −$3.7M$17.3M−$25.6M
- Q2QTWO237,359 shares · 0.1% of their software · price −$5.0M$17.2M−$32.2M
- Euronet Worldwide, Inc.EEFT192,020 shares · 0.1% of their software · price −$2.6M$16.9M−$2.5M
- JFrogFROG329,493 shares · 0.1% of their software · price +$1.1M$15.6M+$1.7M
- Digital TurbineAPPS2,429,470 shares · 0.1% of their software · price +$1.2M$15.5M−$4.3M
- DoceboDCBO554,383 shares · 0.1% of their software · price −$893K$15.1MFlat
- Yalla Group LimitedYALA1,981,119 shares · 0.1% of their software · price +$1.5M$14.9MFlat
- GigaCloud Technology Inc.GCT504,745 shares · 0.1% of their software · price +$4.4M$14.3MNew · +$10.0M
- Intapp, Inc.INTA331,841 shares · 0.1% of their software · price −$3.6M$13.6M−$7.0M
- ProgressPRGS290,308 shares · 0.1% of their software · price −$5.8M$12.8MFlat
- Zeta GlobalZETA627,171 shares · 0.1% of their software · price +$2.7M$12.5MNew · +$9.7M
- QualysQLYS93,827 shares · 0.1% of their software · price −$989K$12.4M+$3.0M
- YextYEXT1,354,835 shares · 0.1% of their software$11.5M+$903K
- PaymentusPAY367,540 shares · 0.0% of their software · price −$790K$11.2M+$5.2M
- Tyler TechnologiesTYL21,310 shares · 0.0% of their software · price −$1.5M$11.1M−$5.0M
- LightspeedLSPD953,727 shares · 0.0% of their software$11.0M−$17.7M
- BullishBLSH171,531 shares · 0.0% of their software$10.9MNew · +$10.9M
- PagerDutyPD594,278 shares · 0.0% of their software · price +$737K$9.8M+$563K
- Consensus Cloud Solutions, Inc.CCSI319,391 shares · 0.0% of their software · price +$2.0M$9.4MFlat
- Radware Ltd.RDWR336,709 shares · 0.0% of their software · price −$993K$8.9M−$3.5M
- Tuya Inc.TUYA3,570,265 shares · 0.0% of their software · price +$571K$8.8MFlat
- BILLBILL161,485 shares · 0.0% of their software · price +$1.1M$8.6M−$21.4M
- NCR Atleos CorporationNATL203,168 shares · 0.0% of their software · price +$2.2M$8.0M+$4.9M
- EverCommerceEVCM714,519 shares · 0.0% of their software$8.0MFlat
- NetScout Systems, Inc.NTCT301,452 shares · 0.0% of their software$7.8M+$1.1M
- AvePointAVPT494,489 shares · 0.0% of their software · price −$2.1M$7.4M−$12.4M
- ServiceTitanTTAN70,617 shares · 0.0% of their software$7.1M+$7.2M
- OneSpan Inc.OSPN426,097 shares · 0.0% of their software$6.8M−$5.7M
- Red Violet, Inc.RDVT128,701 shares · 0.0% of their software$6.7M−$3.8M
- Cognyte Software Ltd.CGNT745,221 shares · 0.0% of their software · price −$626K$6.3M−$883K
- FactSetFDS21,773 shares · 0.0% of their software · price −$3.5M$6.2M−$7.3M
- Ooma, Inc.OOMA513,820 shares · 0.0% of their software$6.2M+$982K
- DatadogDDOG39,329 shares · 0.0% of their software$5.6M−$147M
- VaronisVRNS96,789 shares · 0.0% of their software · price +$650K$5.6M−$6.9M
- Definitive HealthcareDH1,216,007 shares · 0.0% of their software$4.9MFlat
- Payoneer Global Inc.PAYO739,786 shares · 0.0% of their software · price −$592K$4.5M−$2.4M
- BackblazeBLZE480,281 shares · 0.0% of their software · price +$1.8M$4.5M+$1.6M
- Paysafe LimitedPSFE342,515 shares · 0.0% of their software$4.4M−$641K
- SemrushSEMR586,450 shares · 0.0% of their software$4.2M—
- Ribbon Communications Inc.RBBN964,446 shares · 0.0% of their software$3.7M+$1.9M
- Grindr Inc.GRND235,648 shares · 0.0% of their software · price −$1.8M$3.5M−$13.5M
- nCinoNCNO128,396 shares · 0.0% of their software$3.5MNew · +$3.6M
- SPS CommerceSPSC33,156 shares · 0.0% of their software · price −$1.1M$3.5M−$10.8M
- Bandwidth Inc.BAND192,369 shares · 0.0% of their software$3.2M−$2.9M
- Xperi Inc.XPER431,091 shares · 0.0% of their software · price −$616K$2.8M−$3.3M
- PDF Solutions, Inc.PDFS107,882 shares · 0.0% of their software$2.8M+$1.5M
- Materialise NVMTLS467,276 shares · 0.0% of their software$2.6MFlat
- DomoDOMO161,497 shares · 0.0% of their software$2.6M—
- International Money Express, Inc.IMXI171,249 shares · 0.0% of their software · price +$664K$2.4M−$1.2M
- Agora, Inc.API599,809 shares · 0.0% of their software$2.3MFlat
- Xunlei LimitedXNET224,253 shares · 0.0% of their software · price +$1.2M$2.1MNew · +$908K
- ZoomInfoZI189,094 shares · 0.0% of their software$2.1M—
- Priority Technology Holdings, Inc.PRTH291,245 shares · 0.0% of their software$2.0MFlat
- Repay Holdings CorporationRPAY355,342 shares · 0.0% of their software$1.9M−$553K
- Adeia Inc.ADEA101,092 shares · 0.0% of their software$1.7M−$1.1M
- VertexVERX61,026 shares · 0.0% of their software · price −$644K$1.5M−$8.7M
- Kaltura, Inc.KLTR938,754 shares · 0.0% of their software · price −$535K$1.4MFlat
- eGain CorporationEGAN145,549 shares · 0.0% of their software$1.3MFlat
- PhreesiaPHR51,621 shares · 0.0% of their software$1.2M−$1.3M
- EVERTEC, Inc.EVTC34,772 shares · 0.0% of their software$1.2MFlat
- DoubleVerifyDV86,932 shares · 0.0% of their software$1.0MFlat
- Sprout SocialSPT70,602 shares · 0.0% of their software · price −$564K$912K+$1.2M
- Sangoma Technologies CorporationSANG173,012 shares · 0.0% of their software$859KFlat
- DynatraceDT15,638 shares · 0.0% of their software$758K−$26.1M
- DHI Group, Inc.DHX213,460 shares · 0.0% of their software$593KFlat
- ReposiTrak, Inc.TRAK28,177 shares · 0.0% of their software$418KFlat
- Upbound Group, Inc.UPBD15,615 shares · 0.0% of their software$369K−$1.2M
- Viant Technology Inc.DSP37,987 shares · 0.0% of their software$328K−$3.2M
- CS Disco, Inc.LAW24,784 shares · 0.0% of their software$160KFlat
- VirTra, Inc.VTSI13,982 shares · 0.0% of their software$74KNew · Flat
- Paysign, Inc.PAYS11,599 shares · 0.0% of their software$73K−$665K