Generalist · Boston, MA
Adage Capital Partners Gp
Q1 2026 · compared with Q4 2025
Filed as Adage Capital Partners Gp, L.L.C.
- Software
- $4.9B
- Weight of 13F
- 7.6%
- Names
- 54
- Net bought
- +$154M
946 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
- MicrosoftMSFT6,575,643 shares · 49.6% of their software · price −$746M$2.4BFlat
- PalantirPLTR2,046,400 shares · 6.1% of their software · price −$64.4M$299MFlat
- OracleORCL1,919,116 shares · 5.8% of their software · price −$91.7M$282M+$9.6M
- SalesforceCRM1,089,439 shares · 4.1% of their software · price −$85.2M$203M+$7.9M
- Uber Technologies, Inc.UBER1,921,700 shares · 2.8% of their software · price −$18.8M$138M+$8.5M
- Palo Alto NetworksPANW838,900 shares · 2.7% of their software · price −$20.0M$134M+$109M
- IntuitINTU239,300 shares · 2.1% of their software · price −$55.0M$103MFlat
- AppLovinAPP242,800 shares · 2.0% of their software · price −$67.0M$96.6MFlat
- ServiceNowNOW877,100 shares · 1.9% of their software · price −$42.7M$91.7M−$2.3M
- AdobeADBE340,278 shares · 1.7% of their software · price −$36.4M$82.7M−$4.4M
- CrowdStrikeCRWD205,800 shares · 1.6% of their software · price −$16.1M$80.3MFlat
- Automatic Data Processing, Inc.ADP350,676 shares · 1.5% of their software · price −$19.0M$71.3M+$27.7M
- CadenceCDNS233,800 shares · 1.3% of their software · price −$8.1M$65.0M+$5.6M
- SynopsysSNPS163,684 shares · 1.3% of their software · price −$12.0M$64.9M−$2.1M
- DatadogDDOG444,100 shares · 1.1% of their software · price −$8.0M$52.4M+$27.2M
- Chime Financial, Inc.CHYM2,371,495 shares · 0.9% of their software · price −$15.3M$44.4M+$37.8M
- Remitly Global, Inc.RELY2,710,000 shares · 0.9% of their software · price +$5.1M$42.5M+$4.3M
- AutodeskADSK164,889 shares · 0.8% of their software · price −$9.3M$39.5M−$710K
- FortinetFTNT476,290 shares · 0.8% of their software · price +$1.1M$38.9M−$1.5M
- HubSpotHUBS150,000 shares · 0.7% of their software · price −$23.6M$36.6M+$10.0M
- Roper Technologies, Inc.ROP95,501 shares · 0.7% of their software · price −$8.7M$33.8M−$12.4M
- Block, Inc.XYZ485,600 shares · 0.6% of their software · price −$2.4M$29.2M−$508K
- ZoomInfoZI4,750,000 shares · 0.6% of their software$28.4M—
- Fiserv, Inc.FISV481,581 shares · 0.5% of their software · price −$5.5M$26.9MFlat
- Paychex, Inc.PAYX289,446 shares · 0.5% of their software · price −$5.8M$26.7M+$12.6M
- Core Scientific, Inc.CORZ1,593,135 shares · 0.5% of their software · price +$637K$23.8M+$18.2M
- Fair IsaacFICO21,200 shares · 0.5% of their software · price −$13.2M$22.6MFlat
- Clearwater AnalyticsCWAN935,000 shares · 0.5% of their software$22.1MNew
- PegasystemsPEGA500,000 shares · 0.4% of their software · price −$8.6M$21.3MNew · +$29.9M
- VeriSign, Inc.VRSN73,640 shares · 0.4% of their software$18.3MFlat
- SamsaraIOT575,000 shares · 0.4% of their software · price −$2.2M$18.2M+$11.2M
- Corpay, Inc.CPAY62,458 shares · 0.4% of their software · price −$621K$18.2MFlat
- NetApp, Inc.NTAP176,700 shares · 0.4% of their software · price −$830K$18.1M+$2.3M
- SnowflakeSNOW115,000 shares · 0.4% of their software · price −$7.9M$17.3M+$17.0M
- VeriskVRSK84,400 shares · 0.3% of their software · price −$2.9M$16.0M−$5.9M
- WorkdayWDAY120,800 shares · 0.3% of their software · price −$10.3M$15.7M−$6.5M
- CoStarCSGP378,100 shares · 0.3% of their software · price −$10.2M$15.3MFlat
- F5, Inc.FFIV50,400 shares · 0.3% of their software · price +$1.7M$14.6MFlat
- TrimbleTRMB212,222 shares · 0.3% of their software · price −$2.8M$13.8M−$31.9M
- AtlassianTEAM200,000 shares · 0.3% of their software · price −$18.8M$13.7M−$8.1M
- BroadridgeBR82,200 shares · 0.3% of their software · price −$5.0M$13.4MFlat
- Via Transportation, Inc.VIA826,423 shares · 0.3% of their software · price −$11.6M$12.4M+$13.8M
- GoDaddyGDDY120,600 shares · 0.2% of their software · price −$5.0M$10.0M+$4.8M
- The Trade DeskTTD392,800 shares · 0.2% of their software · price −$6.0M$8.9MFlat
- PTCPTC56,200 shares · 0.2% of their software · price −$1.8M$8.0M−$2.9M
- WaystarWAY305,050 shares · 0.1% of their software · price −$2.6M$7.4M−$26.2M
- Aeva Technologies, Inc.AEVA500,000 shares · 0.1% of their software$6.6MFlat
- Tyler TechnologiesTYL18,400 shares · 0.1% of their software · price −$2.1M$6.3M−$9.3M
- AkamaiAKAM53,400 shares · 0.1% of their software · price +$1.5M$6.1M+$742K
- Gen DigitalGEN291,717 shares · 0.1% of their software · price −$2.4M$5.5MFlat
- DescartesDSGX20,000 shares · 0.0% of their software$1.4MNew · +$1.8M
- Palladyne AI Corp.PDYN83,333 shares · 0.0% of their software$506KFlat
- FactSetFDS2,100 shares · 0.0% of their software$456K−$6.3M
- Wealthfront CorporationWLTH33,400 shares · 0.0% of their software$309K−$11.7M