Generalist · Boston, MA
Adage Capital Partners Gp
Q4 2025 · compared with Q3 2025
Filed as Adage Capital Partners Gp, L.L.C.
- Software
- $6.2B
- Weight of 13F
- 9.4%
- Names
- 55
- Net bought
- +$26.1M
Filed 17 February 2026 · SEC filing.
900 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 202655 names$5.1B−$53.2M
- Q1 202654 names$4.9B+$154M
- Q4 202555 names$6.2B+$26.1M
- Q3 202554 names$6.8B+$114M
- Q2 202556 names$6.4B+$26.8M
- Q1 202559 names$5.1B−$105M
- Q4 202457 names$5.7B+$24.1M
- Q3 202459 names$5.5B−$106M
- Q2 202453 names$5.6B+$125M
- Q1 202451 names$5.3B−$56.3M
- Q4 202354 names$4.9B−$8.9M
- Q3 202348 names$4.2B−$53.3M
- Q2 202346 names$4.4B−$98.1M
- Q1 202345 names$3.9B−$103M
- Q4 202244 names$3.4B+$44.6M
- Q3 202244 names$3.2B−$123M
- Q2 202241 names$3.6B+$385M
- Q1 202245 names$4.3B+$70.0M
- Q4 202143 names$4.8B+$11.9M
- Q3 202149 names$4.3B+$211M
- Q2 202145 names$3.9B+$1.4M
- Q1 202139 names$3.4B+$78.2M
- Q4 202037 names$3.3B−$159M
- Q3 202035 names$3.2B−$74.1M
- Q2 202033 names$3.1B+$83.7M
- Q1 202025 names$2.3B−$97.2M
- Q4 201933 names$2.5B−$61.4M
- Q3 201931 names$2.3B+$57.0M
- Q2 201927 names$2.2B−$114M
- Q1 201925 names$2.1B−$56.1M
- Q4 201825 names$1.9B−$110M
- Q3 201825 names$2.2B−$48.2M
- Q2 201825 names$2.0B−$42.1M
- Q1 201823 names$1.9B+$48.7M
- Q4 201720 names$1.8B−$40.7M
- Q3 201718 names$1.6B−$69.3M
- Q2 201719 names$1.6B+$19.6M
- Q1 201719 names$1.5B+$58.1M
- Q4 201619 names$1.3B+$68.9M
- Q3 201616 names$1.2B−$195M
- Q2 201617 names$1.3B—
What moved the book
The five software lines with the largest share change this quarter.
Software held
- MicrosoftMSFT6,627,143 shares · 51.7% of their software · price −$228M$3.2B−$79.3M
- PalantirPLTR2,064,600 shares · 5.9% of their software · price −$9.6M$367MFlat
- OracleORCL1,870,116 shares · 5.9% of their software · price −$161M$365M+$85.2M
- SalesforceCRM1,059,439 shares · 4.5% of their software · price +$29.6M$281M−$8.3M
- AppLovinAPP244,400 shares · 2.7% of their software · price −$10.9M$165MFlat
- IntuitINTU241,700 shares · 2.6% of their software · price −$5.0M$160M+$5.5M
- Uber Technologies, Inc.UBER1,818,000 shares · 2.4% of their software · price −$29.6M$149M+$2.0M
- ServiceNowNOW891,900 shares · 2.2% of their software · price −$684M$137MSplit
- AdobeADBE352,878 shares · 2.0% of their software · price −$974K$124M−$4.6M
- CrowdStrikeCRWD207,600 shares · 1.6% of their software · price −$4.5M$97.3MFlat
- SynopsysSNPS168,144 shares · 1.3% of their software · price −$4.0M$79.0M−$7.8M
- CadenceCDNS215,745 shares · 1.1% of their software · price −$8.3M$67.4M+$4.5M
- Automatic Data Processing, Inc.ADP243,176 shares · 1.0% of their software · price −$8.8M$62.6M+$1.4M
- Roper Technologies, Inc.ROP123,331 shares · 0.9% of their software · price −$6.6M$54.9M−$10.1M
- HubSpotHUBS125,000 shares · 0.8% of their software · price −$8.3M$50.2MFlat
- AutodeskADSK167,289 shares · 0.8% of their software · price −$3.6M$49.5M−$731K
- TrimbleTRMB618,822 shares · 0.8% of their software · price −$2.0M$48.5M−$8.4M
- Palo Alto NetworksPANW248,776 shares · 0.7% of their software · price −$4.8M$45.8M+$31.7M
- AtlassianTEAM250,000 shares · 0.7% of their software · price +$610K$40.5M−$4.0M
- FortinetFTNT495,690 shares · 0.6% of their software · price −$2.3M$39.4MFlat
- WaystarWAY1,105,454 shares · 0.6% of their software · price −$5.7M$36.2M+$16.0M
- Fair IsaacFICO21,400 shares · 0.6% of their software · price +$4.2M$36.2M−$599K
- DatadogDDOG243,800 shares · 0.5% of their software · price −$1.6M$33.2M−$2.9M
- Remitly Global, Inc.RELY2,400,000 shares · 0.5% of their software · price −$6.0M$33.1M+$2.7M
- Fiserv, Inc.FISV485,281 shares · 0.5% of their software · price −$30.0M$32.6M−$1.1M
- WorkdayWDAY150,900 shares · 0.5% of their software · price −$3.9M$32.4M+$1.0M
- Block, Inc.XYZ493,400 shares · 0.5% of their software · price −$3.5M$32.1M+$4.2M
- ZoomInfoZI3,000,000 shares · 0.5% of their software$30.5M—
- CoStarCSGP382,600 shares · 0.4% of their software · price −$6.6M$25.7MFlat
- VeriskVRSK110,800 shares · 0.4% of their software · price −$3.1M$24.8M+$855K
- Chime Financial, Inc.CHYM868,785 shares · 0.4% of their software · price +$4.3M$21.9M+$1.7M
- Paychex, Inc.PAYX177,446 shares · 0.3% of their software · price −$2.6M$19.9M−$14.9M
- Corpay, Inc.CPAY63,158 shares · 0.3% of their software · price +$813K$19.0MFlat
- VeriSign, Inc.VRSN75,340 shares · 0.3% of their software · price −$2.8M$18.3MFlat
- BroadridgeBR81,400 shares · 0.3% of their software · price −$1.2M$18.2MFlat
- DoximityDOCS400,000 shares · 0.3% of their software · price −$11.5M$17.7MNew · +$29.3M
- Tyler TechnologiesTYL38,800 shares · 0.3% of their software · price −$2.7M$17.6MFlat
- NetApp, Inc.NTAP155,200 shares · 0.3% of their software · price −$1.8M$16.6MFlat
- The Trade DeskTTD397,500 shares · 0.2% of their software · price −$4.4M$15.1MFlat
- F5, Inc.FFIV52,100 shares · 0.2% of their software · price −$3.5M$13.3MFlat
- PTCPTC73,100 shares · 0.2% of their software · price −$2.1M$12.7M−$2.2M
- Wealthfront CorporationWLTH891,600 shares · 0.2% of their software$12.1MNew · +$12.1M
- GoDaddyGDDY82,000 shares · 0.2% of their software · price −$1.0M$10.2M−$6.0M
- Via Transportation, Inc.VIA350,000 shares · 0.2% of their software · price −$6.7M$10.2M+$9.6M
- ZscalerZS42,000 shares · 0.2% of their software · price −$3.1M$9.4M+$2.4M
- SamsaraIOT260,000 shares · 0.1% of their software$9.2M+$5.6M
- Gen DigitalGEN306,617 shares · 0.1% of their software$8.3MFlat
- SnowflakeSNOW37,500 shares · 0.1% of their software$8.2MNew · +$8.5M
- PaycomPAYC44,100 shares · 0.1% of their software · price −$2.2M$7.0MFlat
- FactSetFDS23,800 shares · 0.1% of their software$6.9M−$745K
- Aeva Technologies, Inc.AEVA500,000 shares · 0.1% of their software · price −$610K$6.6M+$2.2M
- PhreesiaPHR298,042 shares · 0.1% of their software · price −$2.0M$5.0M+$5.2M
- Core Scientific, Inc.CORZ343,135 shares · 0.1% of their software · price −$1.2M$5.0M−$17.5M
- AkamaiAKAM44,900 shares · 0.1% of their software · price +$516K$3.9M+$1.1M
- Palladyne AI Corp.PDYN83,333 shares · 0.0% of their software$355KFlat