Generalist · Los Angeles, CA
Hotchkis & Wiley Capital Management LLC
- Software
- $2.8B
- Weight of 13F
- 8.0%
- Names
- 9
- Vs prior quarter
- +$561M
Filed 14 August 2026.
462 positions in the whole 13F.
Software held
- WorkdayWDAY12,679,129 shares · 54.7% of their software$1.6B+$168M
- SalesforceCRM3,525,733 shares · 19.5% of their software$552M−$137M
- SAPSAP2,508,905 shares · 13.6% of their software$387M+$343M
- Check PointCHKP998,668 shares · 4.6% of their software$131MNew
- WorkivaWK2,578,108 shares · 4.4% of their software$125M+$24.9M
- MicrosoftMSFT156,526 shares · 2.1% of their software$58.4M+$28.4M
- PaycomPAYC103,100 shares · 0.5% of their software$13.0MFlat
- ACI WorldwideACIW247,533 shares · 0.4% of their software$12.4MFlat
- N-ableNABL1,849,480 shares · 0.2% of their software$6.8M+$756K