Generalist · Boston, MA
Arrowstreet Capital, Limited Partnership
Q1 2026 · compared with Q4 2025
- Software
- $26.3B
- Weight of 13F
- 14.3%
- Names
- 156
- Net bought
- +$12.0B
1,807 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
- MicrosoftMSFT24,264,779 shares · 34.2% of their software · price −$2.8B$9.0B+$4.6B
- SalesforceCRM12,659,217 shares · 9.0% of their software · price −$990M$2.4B+$1.9B
- IntuitINTU3,896,561 shares · 6.4% of their software · price −$896M$1.7B+$1.3B
- AdobeADBE6,792,275 shares · 6.3% of their software · price −$726M$1.7B+$197M
- PalantirPLTR10,446,959 shares · 5.8% of their software · price −$329M$1.5B+$1.4B
- FortinetFTNT9,651,024 shares · 3.0% of their software · price +$22.3M$789M+$357M
- AutodeskADSK3,144,627 shares · 2.9% of their software · price −$178M$753M+$46.0M
- Roper Technologies, Inc.ROP1,339,710 shares · 1.8% of their software · price −$122M$474M+$402M
- ServiceNowNOW4,328,805 shares · 1.7% of their software · price −$211M$453M+$434M
- CadenceCDNS1,430,599 shares · 1.5% of their software · price −$49.7M$398M+$313M
- VeriSign, Inc.VRSN1,344,618 shares · 1.3% of their software · price +$7.3M$334MFlat
- AppLovinAPP632,819 shares · 1.0% of their software · price −$175M$252M+$192M
- DocuSignDOCU5,285,128 shares · 1.0% of their software · price −$111M$251M+$156M
- Gen DigitalGEN13,094,386 shares · 0.9% of their software · price −$109M$247M+$112M
- GoDaddyGDDY2,677,439 shares · 0.8% of their software · price −$111M$221M−$17.9M
- HubSpotHUBS903,559 shares · 0.8% of their software · price −$142M$221M+$282M
- ZoomZM2,600,093 shares · 0.8% of their software · price −$15.3M$209M−$14.5M
- Block, Inc.XYZ3,309,296 shares · 0.8% of their software · price −$16.2M$199M+$181M
- DropboxDBX8,533,736 shares · 0.7% of their software · price −$43.4M$194M+$26.7M
- DynatraceDT5,161,983 shares · 0.7% of their software · price −$32.8M$191MNew · +$224M
- Fair IsaacFICO175,917 shares · 0.7% of their software · price −$110M$188M+$25.0M
- DatadogDDOG1,571,018 shares · 0.7% of their software · price −$28.2M$185M+$132M
- Bentley SystemsBSY4,781,449 shares · 0.6% of their software · price −$14.6M$168M+$131M
- MongoDBMDB672,221 shares · 0.6% of their software · price −$118M$165M−$279M
- VeevaVEEV913,281 shares · 0.6% of their software · price −$43.4M$160M+$137M
- WorkdayWDAY1,203,953 shares · 0.6% of their software · price −$102M$156M−$33.6M
- SAPSAP880,212 shares · 0.6% of their software · price −$63.1M$151MNew · +$214M
- WixWIX1,585,962 shares · 0.5% of their software · price −$21.9M$143M+$60.1M
- Clear Secure, Inc.YOU2,680,942 shares · 0.5% of their software · price +$35.7M$130MFlat
- ShopifySHOP1,001,408 shares · 0.5% of their software · price −$42.4M$119M−$817M
- BoxBOX4,918,991 shares · 0.4% of their software · price −$30.8M$116M+$12.2M
- ProcorePCOR2,020,531 shares · 0.4% of their software · price −$31.8M$115M+$90.2M
- DigitalOceanDOCN1,188,882 shares · 0.4% of their software · price +$44.8M$102MFlat
- NetApp, Inc.NTAP988,873 shares · 0.4% of their software · price −$4.6M$101M−$70.2M
- TrimbleTRMB1,541,598 shares · 0.4% of their software · price −$20.2M$101M+$100M
- Palo Alto NetworksPANW609,927 shares · 0.4% of their software · price −$14.6M$97.8M+$111M
- JFrogFROG1,964,925 shares · 0.4% of their software · price −$30.5M$92.2M+$53.8M
- ToastTOST3,461,654 shares · 0.3% of their software · price −$31.2M$91.8M−$39.7M
- DescartesDSGX1,258,157 shares · 0.3% of their software · price −$20.3M$90.1M−$42.5M
- GuidewireGWRE598,396 shares · 0.3% of their software · price −$30.8M$89.5M+$35.7M
- CrowdStrikeCRWD217,202 shares · 0.3% of their software · price −$17.0M$84.8M+$70.0M
- FactSetFDS377,926 shares · 0.3% of their software · price −$27.7M$82.0M+$60.6M
- Fiserv, Inc.FISV1,389,692 shares · 0.3% of their software · price −$15.8M$77.5M−$28.5M
- TwilioTWLO591,653 shares · 0.3% of their software · price −$9.7M$74.4M−$142M
- Remitly Global, Inc.RELY4,737,471 shares · 0.3% of their software · price +$8.9M$74.2M−$937K
- QualysQLYS832,796 shares · 0.3% of their software · price −$37.5M$73.2M+$61.9M
- Manhattan AssociatesMANH546,394 shares · 0.3% of their software · price −$22.0M$72.7M+$31.6M
- ACI WorldwideACIW1,769,112 shares · 0.3% of their software · price −$12.0M$72.6M+$4.2M
- MorningstarMORN394,931 shares · 0.3% of their software · price −$19.1M$66.8M+$23.9M
- InterDigital, Inc.IDCC219,388 shares · 0.3% of their software · price −$3.6M$66.3M+$40.2M
- WorkivaWK1,109,646 shares · 0.3% of their software · price −$29.5M$66.2M+$44.9M
- TenableTENB3,732,271 shares · 0.2% of their software · price −$24.7M$63.1M+$55.9M
- AppFolioAPPF384,529 shares · 0.2% of their software · price −$28.8M$60.7M+$5.5M
- Tyler TechnologiesTYL175,172 shares · 0.2% of their software · price −$19.5M$60.0M+$56.0M
- Amdocs LimitedDOX895,802 shares · 0.2% of their software · price −$13.7M$58.5M−$8.8M
- Automatic Data Processing, Inc.ADP287,714 shares · 0.2% of their software · price −$15.6M$58.5M+$16.9M
- OracleORCL370,229 shares · 0.2% of their software · price −$17.7M$54.5MNew · +$72.2M
- Chime Financial, Inc.CHYM2,756,555 shares · 0.2% of their software · price −$17.8M$51.6M+$66.9M
- AsanaASAN7,184,248 shares · 0.2% of their software · price −$52.5M$46.0M+$27.0M
- NutanixNTNX1,185,120 shares · 0.2% of their software · price −$16.2M$45.0M+$52.9M
- LiveRamp Holdings, Inc.RAMP1,550,435 shares · 0.2% of their software · price −$4.4M$41.1M+$6.3M
- ZscalerZS290,704 shares · 0.2% of their software · price −$24.6M$40.8M−$30.9M
- SamsaraIOT1,254,257 shares · 0.2% of their software · price −$4.7M$39.7M+$19.4M
- Diebold Nixdorf, IncorporatedDBD519,201 shares · 0.1% of their software · price +$3.9M$39.2M+$6.0M
- AppianAPPN1,519,653 shares · 0.1% of their software · price −$17.2M$36.6M+$7.6M
- Figma, Inc.FIG1,731,328 shares · 0.1% of their software · price −$28.1M$36.6MNew · +$64.7M
- TeradataTDC1,399,452 shares · 0.1% of their software · price −$6.7M$35.9M+$7.4M
- A10 Networks, Inc.ATEN1,497,144 shares · 0.1% of their software · price +$8.1M$34.6M+$7.1M
- OpenTextOTEX1,528,570 shares · 0.1% of their software · price −$15.8M$34.0M−$70.1M
- Alarm.com Holdings, Inc.ALRM779,200 shares · 0.1% of their software · price −$6.1M$33.7M+$12.1M
- ProgressPRGS1,221,647 shares · 0.1% of their software · price −$21.1M$31.3M+$30.0M
- VaronisVRNS1,409,487 shares · 0.1% of their software · price −$16.0M$30.3M+$31.7M
- GigaCloud Technology Inc.GCT609,562 shares · 0.1% of their software · price +$3.7M$27.7M−$3.4M
- Calix, Inc.CALX551,150 shares · 0.1% of their software · price −$2.2M$27.0M−$38.4M
- PegasystemsPEGA618,753 shares · 0.1% of their software · price −$10.6M$26.3M+$32.1M
- PaycomPAYC215,550 shares · 0.1% of their software · price −$8.2M$26.2M−$13.5M
- PaylocityPCTY233,511 shares · 0.1% of their software · price −$10.4M$25.2M+$3.8M
- Q2QTWO516,246 shares · 0.1% of their software · price −$12.8M$24.4M+$21.7M
- SPS CommerceSPSC354,538 shares · 0.1% of their software · price −$11.9M$19.7M+$31.4M
- BlackLineBL468,519 shares · 0.1% of their software · price −$8.6M$17.3MNew · +$25.9M
- ElasticESTC321,363 shares · 0.1% of their software · price −$8.2M$16.1M−$6.6M
- NICENICE143,491 shares · 0.1% of their software$15.8M+$9.1M
- VeriskVRSK83,098 shares · 0.1% of their software · price −$2.8M$15.8M+$15.5M
- PTCPTC105,797 shares · 0.1% of their software · price −$3.4M$15.1M−$7.4M
- SemrushSEMR1,198,323 shares · 0.1% of their software$14.3M—
- OneSpan Inc.OSPN1,268,242 shares · 0.1% of their software · price −$2.9M$13.4M+$7.9M
- Clearwater AnalyticsCWAN558,814 shares · 0.1% of their software$13.2MNew
- Bandwidth Inc.BAND688,430 shares · 0.0% of their software · price +$1.6M$12.3M+$8.0M
- RingCentralRNG329,207 shares · 0.0% of their software · price +$2.7M$12.2M−$9.9M
- BlackbaudBLKB312,992 shares · 0.0% of their software · price −$7.7M$12.1M+$6.6M
- VertexVERX935,668 shares · 0.0% of their software · price −$7.6M$11.1M+$17.8M
- DoceboDCBO615,587 shares · 0.0% of their software · price −$2.9M$10.8M+$1.9M
- BILLBILL264,036 shares · 0.0% of their software · price −$4.3M$10.1M+$12.7M
- Adeia Inc.ADEA416,491 shares · 0.0% of their software · price +$2.8M$10.0MNew · +$7.2M
- CommvaultCVLT126,923 shares · 0.0% of their software · price −$6.0M$9.9M−$7.1M
- NCR Atleos CorporationNATL211,815 shares · 0.0% of their software · price +$1.2M$9.2M+$5.4M
- nCinoNCNO613,770 shares · 0.0% of their software · price −$6.5M$9.2M+$14.7M
- Consensus Cloud Solutions, Inc.CCSI376,489 shares · 0.0% of their software · price +$723K$8.9M+$796K
- Yalla Group LimitedYALA1,300,941 shares · 0.0% of their software · price −$924K$8.1M−$2.3M
- Tuya Inc.TUYA3,398,056 shares · 0.0% of their software · price +$680K$7.8MFlat
- Ooma, Inc.OOMA513,820 shares · 0.0% of their software · price +$1.4M$7.5MFlat
- AtlassianTEAM105,563 shares · 0.0% of their software · price −$9.9M$7.2M−$154M
- Red Violet, Inc.RDVT164,818 shares · 0.0% of their software · price −$3.7M$5.7M+$1.4M
- Radware Ltd.RDWR214,242 shares · 0.0% of their software$5.6M−$2.6M
- EverCommerceEVCM482,754 shares · 0.0% of their software$5.5M−$1.9M
- Cognyte Software Ltd.CGNT667,657 shares · 0.0% of their software · price −$868K$5.4M−$1.0M
- UnityU241,198 shares · 0.0% of their software · price −$5.4M$5.3MNew · +$10.7M
- CourseraCOUR886,601 shares · 0.0% of their software · price −$1.4M$5.2M−$16.8M
- YextYEXT1,309,665 shares · 0.0% of their software · price −$5.5M$5.0MFlat
- ZoomInfoZI816,805 shares · 0.0% of their software$4.9M—
- Digital TurbineAPPS1,460,255 shares · 0.0% of their software · price −$3.1M$4.2M−$3.3M
- AvePointAVPT427,520 shares · 0.0% of their software · price −$1.9M$4.1MNew · +$5.9M
- AmplitudeAMPL576,301 shares · 0.0% of their software · price −$2.7M$3.9MNew · +$6.7M
- eGain CorporationEGAN468,940 shares · 0.0% of their software · price −$1.1M$3.7MFlat
- Zeta GlobalZETA226,741 shares · 0.0% of their software · price −$1.0M$3.6MNew · +$4.6M
- KlaviyoKVYO179,160 shares · 0.0% of their software · price −$2.3M$3.5MNew · +$5.8M
- Donnelley Financial Solutions, Inc.DFIN71,902 shares · 0.0% of their software$3.4M+$2.2M
- EVERTEC, Inc.EVTC105,012 shares · 0.0% of their software$3.0M+$562K
- Agora, Inc.API776,206 shares · 0.0% of their software$2.7MFlat
- N-ableNABL565,636 shares · 0.0% of their software · price −$1.6M$2.6MNew · +$4.2M
- Ribbon Communications Inc.RBBN1,216,876 shares · 0.0% of their software · price −$925K$2.6M+$539K
- Sprout SocialSPT442,496 shares · 0.0% of their software · price −$2.5M$2.5M+$1.6M
- Euronet Worldwide, Inc.EEFT33,829 shares · 0.0% of their software$2.2M−$15.8M
- Xunlei LimitedXNET399,148 shares · 0.0% of their software · price −$611K$2.2M−$1.2M
- BrazeBRZE92,971 shares · 0.0% of their software · price −$993K$2.2MNew · +$3.2M
- UiPathPATH166,052 shares · 0.0% of their software · price −$878K$1.8M−$52.0M
- Dave Inc.DAVE10,542 shares · 0.0% of their software$1.8MNew · +$2.3M
- CS Disco, Inc.LAW476,752 shares · 0.0% of their software · price −$1.9M$1.8M+$2.5M
- Xperi Inc.XPER302,635 shares · 0.0% of their software$1.7MFlat
- Materialise NVMTLS342,637 shares · 0.0% of their software$1.7MFlat
- PubMaticPUBM206,287 shares · 0.0% of their software$1.7MNew · +$1.8M
- CoStarCSGP40,911 shares · 0.0% of their software · price −$1.1M$1.7MNew · +$2.8M
- BroadridgeBR7,368 shares · 0.0% of their software$1.2MNew · +$1.6M
- BackblazeBLZE300,504 shares · 0.0% of their software$1.0M+$503K
- Paysafe LimitedPSFE147,961 shares · 0.0% of their software$1.0M−$1.3M
- Kaltura, Inc.KLTR815,770 shares · 0.0% of their software$995KFlat
- Karooooo Ltd.KARO19,259 shares · 0.0% of their software$960KFlat
- ServiceTitanTTAN14,505 shares · 0.0% of their software · price −$624K$920KNew · +$1.5M
- Netskope, Inc.NTSK95,049 shares · 0.0% of their software · price −$860K$807KNew · +$1.7M
- Sangoma Technologies CorporationSANG171,708 shares · 0.0% of their software$677KFlat
- Agilysys, Inc.AGYS8,543 shares · 0.0% of their software$608KNew · +$1.0M
- Definitive HealthcareDH428,942 shares · 0.0% of their software · price −$703K$528K−$783K
- DHI Group, Inc.DHX157,421 shares · 0.0% of their software$442KFlat
- Mitek Systems, Inc.MITK30,435 shares · 0.0% of their software$411KNew · Flat
- PhreesiaPHR44,918 shares · 0.0% of their software$376KNew · +$760K
- Intellicheck, Inc.IDN51,609 shares · 0.0% of their software$361KNew · Flat
- SprinklrCXM48,563 shares · 0.0% of their software$291KFlat
- Repay Holdings CorporationRPAY83,534 shares · 0.0% of their software$217KNew · Flat
- ReposiTrak, Inc.TRAK28,177 shares · 0.0% of their software$214KFlat
- Paysign, Inc.PAYS35,993 shares · 0.0% of their software$212KNew · Flat
- 8x8EGHT125,146 shares · 0.0% of their software$208KNew · Flat
- Telos CorporationTLS40,667 shares · 0.0% of their software$170KNew · Flat
- MNTN, Inc.MNTN18,415 shares · 0.0% of their software$162KNew · Flat
- Five9FIVN10,502 shares · 0.0% of their software$159KNew · Flat
- PagerDutyPD23,153 shares · 0.0% of their software$144K−$4.5M
- DomoDOMO33,336 shares · 0.0% of their software$102K—