Generalist · Boston, MA
Arrowstreet Capital, Limited Partnership
Q4 2025 · compared with Q3 2025
- Software
- $22.6B
- Weight of 13F
- 13.3%
- Names
- 146
- Net bought
- +$1.9B
Filed 13 February 2026 · SEC filing.
1,805 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
- MicrosoftMSFT14,771,001 shares · 31.6% of their software · price −$507M$7.1B+$1.1B
- AdobeADBE6,228,503 shares · 9.6% of their software · price −$17.2M$2.2B+$216M
- SalesforceCRM5,498,915 shares · 6.4% of their software · price +$153M$1.5B+$439M
- IntuitINTU1,923,842 shares · 5.6% of their software · price −$39.4M$1.3B+$350M
- ShopifySHOP6,074,936 shares · 4.3% of their software · price +$75.1M$978M−$333M
- AutodeskADSK2,989,372 shares · 3.9% of their software · price −$64.7M$885M+$303M
- MongoDBMDB1,336,397 shares · 2.5% of their software · price +$146M$561M+$74.3M
- PalantirPLTR2,768,212 shares · 2.2% of their software · price −$12.9M$492M+$42.8M
- FortinetFTNT5,150,830 shares · 1.8% of their software · price −$24.1M$409M+$42.6M
- GoDaddyGDDY2,821,379 shares · 1.5% of their software · price −$36.0M$350M+$7.7M
- VeriSign, Inc.VRSN1,342,349 shares · 1.4% of their software · price −$49.2M$326M−$10.9M
- WorkdayWDAY1,360,166 shares · 1.3% of their software · price −$35.3M$292M+$60.7M
- Fair IsaacFICO161,125 shares · 1.2% of their software · price +$31.3M$272M+$49.8M
- Gen DigitalGEN8,978,710 shares · 1.1% of their software · price −$10.8M$244M+$67.5M
- ZoomZM2,767,681 shares · 1.1% of their software · price +$10.5M$239M+$10.1M
- AppLovinAPP347,466 shares · 1.0% of their software · price −$15.5M$234M−$427M
- ServiceNowNOW1,497,914 shares · 1.0% of their software · price −$1.1B$229M+$1.2B
- TwilioTWLO1,589,750 shares · 1.0% of their software · price +$67.0M$226M−$81.7M
- DropboxDBX7,573,627 shares · 0.9% of their software · price −$18.3M$211M+$23.2M
- DocuSignDOCU3,001,132 shares · 0.9% of their software · price −$11.1M$205M+$68.2M
- Roper Technologies, Inc.ROP436,487 shares · 0.9% of their software · price −$23.4M$194M+$118M
- NetApp, Inc.NTAP1,644,275 shares · 0.8% of their software · price −$18.7M$176M−$21.2M
- AtlassianTEAM1,056,433 shares · 0.8% of their software · price +$2.6M$171M−$17.2M
- ToastTOST4,579,046 shares · 0.7% of their software · price −$4.6M$163M+$8.6M
- DescartesDSGX1,743,262 shares · 0.7% of their software · price −$11.5M$153M+$70.0M
- BoxBOX4,511,258 shares · 0.6% of their software · price −$10.6M$135M+$19.5M
- CadenceCDNS430,737 shares · 0.6% of their software · price −$16.7M$135M+$28.9M
- Fiserv, Inc.FISV1,814,719 shares · 0.5% of their software · price −$112M$122M+$32.3M
- OpenTextOTEX3,681,347 shares · 0.5% of their software · price −$17.7M$120M−$27.7M
- WixWIX1,007,233 shares · 0.5% of their software · price −$74.3M$105M+$46.7M
- CloudflareNET512,554 shares · 0.4% of their software · price −$8.9M$101M+$13.0M
- ZscalerZS427,992 shares · 0.4% of their software · price −$32.0M$96.3M+$41.3M
- Clear Secure, Inc.YOU2,672,059 shares · 0.4% of their software · price +$4.5M$93.7M−$7.2M
- GuidewireGWRE420,724 shares · 0.4% of their software · price −$12.1M$84.6M−$30.8M
- AppFolioAPPF361,101 shares · 0.4% of their software · price −$15.5M$84.0M+$12.0M
- DatadogDDOG599,108 shares · 0.4% of their software · price −$3.8M$81.5M+$79.7M
- Amdocs LimitedDOX1,004,757 shares · 0.4% of their software · price −$1.5M$80.9M+$27.8M
- ACI WorldwideACIW1,682,148 shares · 0.4% of their software · price −$8.3M$80.4M+$17.2M
- HubSpotHUBS199,853 shares · 0.4% of their software · price −$13.3M$80.2M+$14.2M
- AkamaiAKAM855,018 shares · 0.3% of their software · price +$9.8M$74.6M+$16.0M
- AsanaASAN5,214,591 shares · 0.3% of their software · price +$1.8M$71.5M+$7.6M
- F5, Inc.FFIV271,803 shares · 0.3% of their software · price −$18.5M$69.4M−$3.7M
- JFrogFROG1,103,090 shares · 0.3% of their software · price +$16.7M$68.9M+$36.6M
- Calix, Inc.CALX1,277,505 shares · 0.3% of their software · price −$10.8M$67.6MFlat
- VeevaVEEV301,413 shares · 0.3% of their software · price −$22.5M$67.3M−$18.7M
- Remitly Global, Inc.RELY4,805,397 shares · 0.3% of their software · price −$12.0M$66.3M−$12.2M
- Manhattan AssociatesMANH364,169 shares · 0.3% of their software · price −$11.5M$63.1M+$15.6M
- MorningstarMORN285,098 shares · 0.3% of their software · price −$4.2M$62.0M−$1.3M
- DigitalOceanDOCN1,194,845 shares · 0.3% of their software · price +$16.7M$57.5M+$19.4M
- Automatic Data Processing, Inc.ADP222,126 shares · 0.3% of their software · price −$8.1M$57.1M−$19.2M
- ProcorePCOR780,284 shares · 0.3% of their software$56.8MNew · +$56.9M
- UiPathPATH3,340,840 shares · 0.2% of their software · price +$10.1M$54.8M+$4.0M
- Bentley SystemsBSY1,352,362 shares · 0.2% of their software · price −$18.0M$51.6M+$37.3M
- Lyft, Inc.LYFT2,663,607 shares · 0.2% of their software · price −$7.0M$51.6M+$19.9M
- WorkivaWK588,807 shares · 0.2% of their software$50.8M+$5.6M
- FactSetFDS169,102 shares · 0.2% of their software · price +$626K$49.1M+$42.2M
- QualysQLYS366,844 shares · 0.2% of their software$48.8M+$36.1M
- PaycomPAYC300,110 shares · 0.2% of their software · price −$14.6M$47.8M−$17.5M
- AppianAPPN1,304,470 shares · 0.2% of their software · price +$6.3M$46.2MFlat
- Joint Stock Company Kaspi.kzKSPI504,533 shares · 0.2% of their software · price −$1.8M$39.4M−$6.0M
- LiveRamp Holdings, Inc.RAMP1,336,729 shares · 0.2% of their software · price +$3.0M$39.3M+$4.6M
- TeradataTDC1,157,902 shares · 0.2% of their software · price +$10.3M$35.2M+$4.4M
- Block, Inc.XYZ526,773 shares · 0.2% of their software · price −$3.8M$34.3MNew · +$38.1M
- TenableTENB1,356,684 shares · 0.1% of their software · price −$7.6M$31.9M+$14.3M
- PaylocityPCTY208,821 shares · 0.1% of their software · price −$1.4M$31.8M+$4.2M
- CrowdStrikeCRWD67,852 shares · 0.1% of their software · price −$1.5M$31.8MNew · +$33.3M
- ElasticESTC409,505 shares · 0.1% of their software · price −$3.7M$30.9M+$2.5M
- InterDigital, Inc.IDCC93,060 shares · 0.1% of their software · price −$2.5M$29.6M+$14.6M
- Diebold Nixdorf, IncorporatedDBD430,667 shares · 0.1% of their software · price +$4.7M$29.2M+$1.6M
- Alarm.com Holdings, Inc.ALRM541,567 shares · 0.1% of their software · price −$1.1M$27.6M+$3.2M
- GigaCloud Technology Inc.GCT696,181 shares · 0.1% of their software · price +$7.6M$27.3M+$5.4M
- PTCPTC148,402 shares · 0.1% of their software · price −$4.3M$25.9M−$28.4M
- SamsaraIOT708,175 shares · 0.1% of their software · price −$1.3M$25.1M−$5.0M
- Tyler TechnologiesTYL51,741 shares · 0.1% of their software · price −$3.6M$23.5M+$15.9M
- CourseraCOUR3,167,993 shares · 0.1% of their software · price −$13.8M$23.3M+$2.5M
- DoximityDOCS522,191 shares · 0.1% of their software · price −$15.1M$23.1M−$47.7M
- CommvaultCVLT183,438 shares · 0.1% of their software · price −$11.6M$23.0M−$61.5M
- ProgressPRGS523,036 shares · 0.1% of their software · price −$507K$22.5M+$10.2M
- Sportradar Group AGSRAD873,326 shares · 0.1% of their software · price −$2.7M$20.8M−$61.9M
- TrimbleTRMB262,568 shares · 0.1% of their software · price −$866K$20.6M−$977K
- A10 Networks, Inc.ATEN1,095,287 shares · 0.1% of their software · price −$504K$19.4M−$2.4M
- RingCentralRNG670,535 shares · 0.1% of their software$19.4M−$10.1M
- Euronet Worldwide, Inc.EEFT240,864 shares · 0.1% of their software · price −$2.8M$18.3M+$4.3M
- BullishBLSH461,247 shares · 0.1% of their software · price −$11.9M$17.5M+$18.4M
- Q2QTWO215,871 shares · 0.1% of their software$15.6M−$1.6M
- VaronisVRNS442,670 shares · 0.1% of their software · price −$10.9M$14.5M+$19.9M
- FreshworksFRSH1,135,169 shares · 0.1% of their software · price +$545K$13.9M−$14.6M
- BlackbaudBLKB208,329 shares · 0.1% of their software$13.2M−$4.8M
- DoceboDCBO529,549 shares · 0.1% of their software · price −$2.7M$11.8M−$679K
- Yalla Group LimitedYALA1,636,317 shares · 0.1% of their software · price −$933K$11.4M−$2.6M
- SemrushSEMR924,037 shares · 0.0% of their software$11.0M—
- Digital TurbineAPPS2,129,363 shares · 0.0% of their software · price −$3.0M$10.6M−$1.9M
- YextYEXT1,303,270 shares · 0.0% of their software · price −$600K$10.5MFlat
- SnowflakeSNOW42,771 shares · 0.0% of their software$9.4M−$267M
- NutanixNTNX162,604 shares · 0.0% of their software · price −$3.7M$8.4M−$76.5M
- OneSpan Inc.OSPN651,150 shares · 0.0% of their software · price −$2.0M$8.4M+$3.6M
- Red Violet, Inc.RDVT141,002 shares · 0.0% of their software · price +$663K$8.0M+$643K
- Radware Ltd.RDWR322,351 shares · 0.0% of their software · price −$774K$7.8MFlat
- EverCommerceEVCM637,051 shares · 0.0% of their software · price +$624K$7.7M−$862K
- Consensus Cloud Solutions, Inc.CCSI339,996 shares · 0.0% of their software · price −$2.6M$7.4M+$605K
- Cognyte Software Ltd.CGNT774,234 shares · 0.0% of their software · price +$774K$7.3MFlat
- Tuya Inc.TUYA3,439,029 shares · 0.0% of their software · price −$1.2M$7.3MFlat
- NICENICE63,409 shares · 0.0% of their software · price −$2.0M$7.2M−$8.3M
- NetScout Systems, Inc.NTCT255,101 shares · 0.0% of their software$6.9M−$1.2M
- LightspeedLSPD539,165 shares · 0.0% of their software$6.5M−$4.8M
- Ooma, Inc.OOMA513,820 shares · 0.0% of their software$6.0MFlat
- PaymentusPAY156,823 shares · 0.0% of their software$5.0M−$6.4M
- Intapp, Inc.INTA106,248 shares · 0.0% of their software · price +$523K$4.9M−$9.2M
- PegasystemsPEGA81,070 shares · 0.0% of their software$4.8MNew · +$4.7M
- PagerDutyPD363,502 shares · 0.0% of their software · price −$1.2M$4.8M−$3.8M
- eGain CorporationEGAN422,473 shares · 0.0% of their software · price +$668K$4.3M+$2.4M
- Xunlei LimitedXNET562,349 shares · 0.0% of their software · price −$1.4M$4.0M+$3.2M
- Sprout SocialSPT301,238 shares · 0.0% of their software$3.4M+$3.0M
- VeriskVRSK13,960 shares · 0.0% of their software$3.1M−$53.1M
- Ribbon Communications Inc.RBBN1,029,716 shares · 0.0% of their software · price −$947K$3.0MFlat
- Agora, Inc.API663,372 shares · 0.0% of their software$2.7MFlat
- NCR Atleos CorporationNATL70,157 shares · 0.0% of their software$2.7M−$5.2M
- Bandwidth Inc.BAND172,313 shares · 0.0% of their software$2.7MFlat
- EVERTEC, Inc.EVTC85,708 shares · 0.0% of their software$2.5M+$1.7M
- Chime Financial, Inc.CHYM97,739 shares · 0.0% of their software$2.5MNew · +$2.0M
- Paysafe LimitedPSFE302,944 shares · 0.0% of their software · price −$1.5M$2.5M−$511K
- WEX Inc.WEX14,184 shares · 0.0% of their software$2.1MNew · +$2.2M
- Definitive HealthcareDH701,637 shares · 0.0% of their software · price −$835K$2.0M−$2.1M
- Materialise NVMTLS358,977 shares · 0.0% of their software$2.0M−$603K
- Xperi Inc.XPER306,384 shares · 0.0% of their software$1.8M−$808K
- BILLBILL31,305 shares · 0.0% of their software$1.7M−$6.9M
- Kaltura, Inc.KLTR938,754 shares · 0.0% of their software$1.5MFlat
- monday.comMNDY10,377 shares · 0.0% of their software$1.5MNew · +$2.0M
- PDF Solutions, Inc.PDFS48,553 shares · 0.0% of their software$1.4M−$1.5M
- CS Disco, Inc.LAW150,637 shares · 0.0% of their software$1.2M+$813K
- Donnelley Financial Solutions, Inc.DFIN24,093 shares · 0.0% of their software$1.1MNew · +$1.2M
- nCinoNCNO42,357 shares · 0.0% of their software$1.1M−$2.3M
- DomoDOMO125,616 shares · 0.0% of their software$1.1M—
- VertexVERX46,626 shares · 0.0% of their software$931KFlat
- BackblazeBLZE192,628 shares · 0.0% of their software · price −$890K$898K−$2.7M
- Palo Alto NetworksPANW4,787 shares · 0.0% of their software$882K−$26.3M
- Sangoma Technologies CorporationSANG173,012 shares · 0.0% of their software$869KFlat
- International Money Express, Inc.IMXI42,318 shares · 0.0% of their software$650K−$1.8M
- Karooooo Ltd.KARO14,260 shares · 0.0% of their software$649KNew · +$815K
- SprinklrCXM76,749 shares · 0.0% of their software$597KNew · +$593K
- ZoomInfoZI42,413 shares · 0.0% of their software$431K—
- ReposiTrak, Inc.TRAK28,177 shares · 0.0% of their software$349KFlat
- DHI Group, Inc.DHX157,421 shares · 0.0% of their software$244KFlat
- SPS CommerceSPSC2,700 shares · 0.0% of their software$241K−$3.2M
- Pagaya Technologies Ltd.PGY11,514 shares · 0.0% of their software$241KNew · Flat
- Commerce.com, Inc.CMRC18,496 shares · 0.0% of their software$76KNew · Flat