Generalist · Greenwich, CT
Aqr Capital Management
Q4 2024 · compared with Q3 2024
Filed as Aqr Capital Management LLC
- Software
- $9.2B
- Weight of 13F
- 11.9%
- Names
- 181
- Net bought
- +$1.0B
Filed 14 February 2025 · SEC filing.
2,854 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 2026239 names$28.0B+$4.7B
- Q1 2026235 names$20.5B+$5.7B
- Q4 2025217 names$21.4B+$7.0B
- Q3 2025212 names$19.3B+$3.2B
- Q2 2025205 names$16.3B+$2.6B
- Q1 2025196 names$11.1B+$2.8B
- Q4 2024181 names$9.2B+$1.0B
- Q3 2024173 names$7.7B+$996M
- Q2 2024163 names$6.3B+$319M
- Q1 2024158 names$6.1B+$419M
- Q4 2023154 names$5.3B+$670M
- Q3 2023155 names$3.9B+$244M
- Q2 2023144 names$3.8B−$49.4M
- Q1 2023129 names$3.3B+$187M
- Q4 2022118 names$2.7B+$66.6M
- Q3 2022116 names$2.6B+$8.6M
- Q2 2022106 names$2.8B−$114M
- Q1 2022110 names$3.8B+$17.3M
- Q4 2021104 names$4.2B−$112M
- Q3 2021108 names$3.8B−$371M
- Q2 2021110 names$4.1B−$530M
- Q1 2021116 names$4.3B−$372M
- Q4 2020110 names$4.6B−$465M
- Q3 2020101 names$4.7B−$912M
- Q2 202090 names$5.3B−$613M
- Q1 202090 names$4.9B−$288M
- Q4 201988 names$5.6B−$600M
- Q3 201990 names$5.8B−$1.7B
- Q2 201989 names$7.5B−$8.0M
- Q1 201990 names$6.9B−$137M
- Q4 201888 names$6.0B+$780M
- Q3 201881 names$5.5BFlat
- Q2 201881 names$5.5B+$557M
- Q1 201873 names$4.5B+$399M
- Q4 201774 names$3.9B+$902M
- Q3 201770 names$2.7B+$90.2M
- Q2 201766 names$2.5B+$94.1M
- Q1 201764 names$2.3B−$104M
- Q4 201662 names$2.3B+$56.4M
- Q3 201665 names$2.2B+$227M
- Q2 201663 names$1.8B—
What moved the book
The five software lines with the largest share change this quarter.
Software held
- MicrosoftMSFT4,210,370 shares · 19.2% of their software · price −$37.1M$1.8B+$65.9M
- ZoomZM7,538,744 shares · 6.7% of their software · price +$89.5M$615M+$26.0M
- FortinetFTNT4,237,978 shares · 4.3% of their software · price +$71.7M$400M+$16.7M
- AdobeADBE752,655 shares · 3.6% of their software · price −$55.0M$335M+$166M
- VeriSign, Inc.VRSN1,327,130 shares · 3.0% of their software · price +$22.6M$274M+$43.6M
- ServiceNowNOW224,508 shares · 2.6% of their software · price +$37.2M$238M+$57.9M
- GoDaddyGDDY988,942 shares · 2.1% of their software · price +$40.1M$195M−$4.9M
- Palo Alto NetworksPANW1,005,072 shares · 2.0% of their software · price −$161M$183M+$261M
- VeevaVEEV848,207 shares · 1.9% of their software$178M−$2.0M
- ZscalerZS964,031 shares · 1.9% of their software · price +$9.1M$174M+$89.9M
- SS&CSSNC2,270,232 shares · 1.9% of their software · price +$3.6M$172M+$57.9M
- OracleORCL1,027,286 shares · 1.9% of their software · price −$3.9M$171M+$59.2M
- AtlassianTEAM698,385 shares · 1.8% of their software · price +$59.1M$170M−$7.4M
- Fair IsaacFICO83,658 shares · 1.8% of their software · price +$4.0M$167M+$66.3M
- AppFolioAPPF655,625 shares · 1.8% of their software · price +$7.4M$162M+$46.5M
- GuidewireGWRE938,941 shares · 1.7% of their software · price −$13.5M$157M+$41.6M
- F5, Inc.FFIV602,669 shares · 1.6% of their software · price +$18.8M$152MFlat
- Automatic Data Processing, Inc.ADP515,570 shares · 1.6% of their software · price +$8.2M$151M+$13.4M
- HubSpotHUBS208,237 shares · 1.6% of their software · price +$34.4M$145M+$17.8M
- NutanixNTNX2,177,956 shares · 1.4% of their software · price +$4.2M$133M+$18.6M
- PalantirPLTR1,636,828 shares · 1.3% of their software · price +$62.9M$124M+$41.7M
- DocuSignDOCU1,245,871 shares · 1.2% of their software · price +$34.7M$112M−$36.8M
- SnowflakeSNOW710,866 shares · 1.2% of their software · price +$28.1M$110M+$25.3M
- SalesforceCRM327,949 shares · 1.2% of their software · price +$19.9M$110M−$15.9M
- GitLabGTLB1,794,819 shares · 1.1% of their software · price +$8.6M$101M−$2.7M
- Uber Technologies, Inc.UBER1,666,154 shares · 1.1% of their software · price −$24.7M$101M+$91.4M
- NetApp, Inc.NTAP860,350 shares · 1.1% of their software · price −$6.4M$99.9M−$88.4M
- DropboxDBX3,332,516 shares · 1.1% of their software · price +$15.4M$99.8M+$2.5M
- Manhattan AssociatesMANH337,305 shares · 1.0% of their software · price −$3.8M$91.2M−$19.4M
- AppLovinAPP277,720 shares · 1.0% of their software · price +$53.7M$89.9M−$22.1M
- WorkdayWDAY345,604 shares · 1.0% of their software · price +$4.7M$89.2M+$17.8M
- TeradataTDC2,839,658 shares · 1.0% of their software · price +$2.3M$88.0M+$12.6M
- UiPathPATH6,646,320 shares · 0.9% of their software · price −$598K$84.2M+$26.5M
- TrimbleTRMB1,170,059 shares · 0.9% of their software · price +$10.0M$82.7M−$18.1M
- CommvaultCVLT500,105 shares · 0.8% of their software · price −$1.5M$75.5M−$11.5M
- Roper Technologies, Inc.ROP144,178 shares · 0.8% of their software · price −$5.3M$75.0M−$36.9M
- Fiserv, Inc.FISV364,589 shares · 0.8% of their software · price +$9.4M$74.9M−$14.3M
- Grab Holdings LimitedGRAB15,159,734 shares · 0.8% of their software · price +$13.9M$71.6M−$34.8M
- PegasystemsPEGA749,868 shares · 0.8% of their software · price +$15.1M$69.9M+$575K
- TwilioTWLO644,393 shares · 0.8% of their software · price +$27.6M$69.6M−$11.0M
- OktaOKTA849,642 shares · 0.7% of their software · price +$3.8M$67.0M+$56.7M
- BroadridgeBR293,443 shares · 0.7% of their software · price +$3.2M$66.3M+$9.4M
- DatadogDDOG455,042 shares · 0.7% of their software · price +$12.7M$65.0M+$21.7M
- Gen DigitalGEN2,370,575 shares · 0.7% of their software$64.9M+$9.6M
- Lyft, Inc.LYFT4,823,906 shares · 0.7% of their software · price +$724K$62.2M+$23.3M
- Amdocs LimitedDOX667,915 shares · 0.6% of their software · price −$1.6M$56.9M+$4.3M
- RingCentralRNG1,612,270 shares · 0.6% of their software · price +$5.4M$56.4M+$10.0M
- Corpay, Inc.CPAY161,218 shares · 0.6% of their software · price +$4.1M$54.5M+$23.8M
- Tyler TechnologiesTYL93,485 shares · 0.6% of their software · price −$662K$53.9M+$34.4M
- VeriskVRSK183,977 shares · 0.5% of their software · price +$1.4M$50.7M−$22.1M
- DoubleVerifyDV2,602,929 shares · 0.5% of their software · price +$6.2M$50.0M+$10.0M
- QualysQLYS350,074 shares · 0.5% of their software · price +$4.1M$48.9M−$7.4M
- SamsaraIOT1,042,934 shares · 0.5% of their software · price −$4.6M$45.6M+$17.8M
- CrowdStrikeCRWD125,449 shares · 0.5% of their software · price +$7.7M$42.9M−$75.2M
- IntuitINTU64,347 shares · 0.4% of their software$40.4M+$2.0M
- AutodeskADSK131,130 shares · 0.4% of their software · price +$2.6M$38.8M+$10.5M
- Paychex, Inc.PAYX243,574 shares · 0.4% of their software · price +$1.5M$34.2M+$2.0M
- DuolingoDUOL90,103 shares · 0.3% of their software · price +$3.8M$29.1MFlat
- Euronet Worldwide, Inc.EEFT278,663 shares · 0.3% of their software · price +$1.0M$28.7M+$3.0M
- WEX Inc.WEX151,125 shares · 0.3% of their software · price −$5.2M$26.1M+$31.1M
- The Trade DeskTTD203,931 shares · 0.3% of their software · price +$1.6M$24.0M−$1.5M
- SynopsysSNPS48,374 shares · 0.3% of their software · price −$1.0M$23.5M−$24.4M
- DynatraceDT426,277 shares · 0.3% of their software$23.2M−$6.7M
- DoximityDOCS423,011 shares · 0.2% of their software · price +$4.2M$22.6M+$17.4M
- SentinelOneS1,010,159 shares · 0.2% of their software · price −$1.7M$22.4M−$4.0M
- CloudflareNET207,180 shares · 0.2% of their software · price +$5.6M$22.3M−$22.2M
- AkamaiAKAM188,730 shares · 0.2% of their software · price −$1.0M$18.1M−$25.8M
- CadenceCDNS57,809 shares · 0.2% of their software · price +$1.7M$17.4M−$40.1M
- Cellebrite DI Ltd.CLBT735,566 shares · 0.2% of their software · price +$3.8M$16.2MNew · +$12.4M
- Consensus Cloud Solutions, Inc.CCSI629,377 shares · 0.2% of their software$14.9MFlat
- FactSetFDS28,447 shares · 0.1% of their software · price +$581K$13.7M−$10.4M
- VaronisVRNS290,839 shares · 0.1% of their software · price −$3.5M$12.9M+$3.8M
- Clear Secure, Inc.YOU466,908 shares · 0.1% of their software · price −$3.0M$12.4M+$2.1M
- Block, Inc.XYZ141,200 shares · 0.1% of their software · price +$2.5M$12.0M−$4.1M
- NetScout Systems, Inc.NTCT426,865 shares · 0.1% of their software$9.2M+$3.5M
- MongoDBMDB37,126 shares · 0.1% of their software · price −$1.4M$8.6M+$4.8M
- InterDigital, Inc.IDCC39,700 shares · 0.1% of their software · price +$2.1M$7.7MFlat
- ACI WorldwideACIW148,302 shares · 0.1% of their software$7.6M+$2.0M
- Zeta GlobalZETA423,716 shares · 0.1% of their software · price −$5.0M$7.6M+$8.3M
- ToastTOST201,928 shares · 0.1% of their software · price +$1.6M$7.4MFlat
- OneSpan Inc.OSPN364,408 shares · 0.1% of their software · price +$681K$6.8M+$1.2M
- Remitly Global, Inc.RELY277,889 shares · 0.1% of their software · price +$2.6M$6.3M+$2.9M
- Q2QTWO62,246 shares · 0.1% of their software · price +$1.3M$6.3MFlat
- BlackbaudBLKB72,339 shares · 0.1% of their software · price −$778K$5.3MFlat
- WorkivaWK45,529 shares · 0.1% of their software · price +$1.4M$5.0M−$739K
- 8x8EGHT1,772,844 shares · 0.1% of their software$4.7M—
- PagSeguro Digital Ltd.PAGS735,225 shares · 0.0% of their software · price −$1.7M$4.6M+$3.3M
- Dave Inc.DAVE52,563 shares · 0.0% of their software · price +$2.5M$4.6MSplit
- MorningstarMORN13,100 shares · 0.0% of their software$4.4M+$1.7M
- Strategy IncMSTR15,156 shares · 0.0% of their software · price +$1.8M$4.4M+$1.1M
- TenableTENB105,280 shares · 0.0% of their software$4.1M+$3.5M
- AudioEye, Inc.AEYE263,211 shares · 0.0% of their software · price −$2.0M$4.0M+$2.5M
- BILLBILL47,222 shares · 0.0% of their software · price +$1.5M$4.0M+$918K
- YextYEXT592,312 shares · 0.0% of their software$3.8MFlat
- AsanaASAN179,115 shares · 0.0% of their software · price +$1.6M$3.6M−$1.7M
- CourseraCOUR425,313 shares · 0.0% of their software$3.6M+$1.9M
- LiveRamp Holdings, Inc.RAMP113,780 shares · 0.0% of their software · price +$636K$3.5MFlat
- BrazeBRZE82,373 shares · 0.0% of their software · price +$786K$3.4M+$579K
- Alarm.com Holdings, Inc.ALRM54,759 shares · 0.0% of their software$3.3MFlat
- ZoomInfoZI312,214 shares · 0.0% of their software$3.3M—
- FreshworksFRSH197,607 shares · 0.0% of their software · price +$927K$3.2M+$900K
- PaycomPAYC15,481 shares · 0.0% of their software · price +$594K$3.2MFlat
- BoxBOX99,502 shares · 0.0% of their software$3.1M+$1.9M
- PTCPTC16,643 shares · 0.0% of their software$3.1M+$1.1M
- Blend Labs, Inc.BLND668,298 shares · 0.0% of their software$2.8M+$1.5M
- ePlus inc.PLUS37,870 shares · 0.0% of their software · price −$926K$2.8M−$1.5M
- SAPSAP10,946 shares · 0.0% of their software$2.7M+$861K
- Payoneer Global Inc.PAYO268,375 shares · 0.0% of their software · price +$674K$2.7M+$501K
- SPS CommerceSPSC13,859 shares · 0.0% of their software$2.5MFlat
- Digital TurbineAPPS1,475,235 shares · 0.0% of their software · price −$2.0M$2.5M+$3.2M
- A10 Networks, Inc.ATEN134,676 shares · 0.0% of their software · price +$533K$2.5M+$685K
- AvePointAVPT147,861 shares · 0.0% of their software · price +$701K$2.4MFlat
- Diebold Nixdorf, IncorporatedDBD55,432 shares · 0.0% of their software$2.4M+$581K
- ProgressPRGS36,440 shares · 0.0% of their software$2.4MFlat
- ElasticESTC20,794 shares · 0.0% of their software$2.1M+$848K
- CoStarCSGP28,471 shares · 0.0% of their software$2.0MFlat
- Core Scientific, Inc.CORZ137,527 shares · 0.0% of their software$1.9M+$1.4M
- AlkamiALKT52,125 shares · 0.0% of their software$1.9MFlat
- PaylocityPCTY9,453 shares · 0.0% of their software$1.9MFlat
- Cerence Inc.CRNC234,536 shares · 0.0% of their software · price +$1.1M$1.8MFlat
- SemrushSEMR148,862 shares · 0.0% of their software$1.8M—
- Donnelley Financial Solutions, Inc.DFIN27,610 shares · 0.0% of their software$1.7M−$1.3M
- C3.aiAI49,298 shares · 0.0% of their software · price +$503K$1.7MFlat
- Bandwidth Inc.BAND97,708 shares · 0.0% of their software$1.7MFlat
- Definitive HealthcareDH376,587 shares · 0.0% of their software$1.5M+$838K
- Adeia Inc.ADEA108,678 shares · 0.0% of their software$1.5MFlat
- AppianAPPN42,636 shares · 0.0% of their software$1.4M−$1.4M
- PagerDutyPD69,876 shares · 0.0% of their software$1.3MFlat
- Immersion CorporationIMMR144,886 shares · 0.0% of their software$1.3MFlat
- Intapp, Inc.INTA19,250 shares · 0.0% of their software$1.2MFlat
- Upbound Group, Inc.UPBD41,653 shares · 0.0% of their software$1.2MFlat
- CCC Intelligent Solutions Holdings Inc.CCC93,443 shares · 0.0% of their software$1.1M−$1.4M
- AmplitudeAMPL102,600 shares · 0.0% of their software$1.1MFlat
- Sabre CorporationSABR296,253 shares · 0.0% of their software$1.1MFlat
- Agilysys, Inc.AGYS8,135 shares · 0.0% of their software$1.1M−$1.7M
- Daily Journal CorporationDJCO1,870 shares · 0.0% of their software$1.1MFlat
- Repay Holdings CorporationRPAY131,696 shares · 0.0% of their software$1.0MFlat
- NCR Atleos CorporationNATL29,613 shares · 0.0% of their software$1.0MFlat
- Thryv Holdings, Inc.THRY62,925 shares · 0.0% of their software$931KFlat
- Paysafe LimitedPSFE51,960 shares · 0.0% of their software$889KFlat
- PDF Solutions, Inc.PDFS31,756 shares · 0.0% of their software$860KFlat
- Shift4 Payments, Inc.FOUR8,196 shares · 0.0% of their software$851KFlat
- ProcorePCOR10,780 shares · 0.0% of their software$808KNew · +$665K
- PaymentusPAY24,027 shares · 0.0% of their software$785KFlat
- SoundHound AI, Inc.SOUN38,706 shares · 0.0% of their software · price +$588K$768KFlat
- SprinklrCXM88,895 shares · 0.0% of their software$751KFlat
- ShopifySHOP7,032 shares · 0.0% of their software$748KFlat
- PhreesiaPHR28,017 shares · 0.0% of their software$705KNew · +$639K
- VertexVERX13,050 shares · 0.0% of their software$696KFlat
- Mitek Systems, Inc.MITK46,987 shares · 0.0% of their software$523KFlat
- SmartRent, Inc.SMRT281,515 shares · 0.0% of their software$493K−$911K
- UnityU21,671 shares · 0.0% of their software$487KFlat
- GigaCloud Technology Inc.GCT21,900 shares · 0.0% of their software$406KFlat
- Grindr Inc.GRND22,649 shares · 0.0% of their software$404KFlat
- Calix, Inc.CALX11,105 shares · 0.0% of their software$387KFlat
- N-ableNABL39,837 shares · 0.0% of their software$372KFlat
- Clearwater AnalyticsCWAN11,785 shares · 0.0% of their software$324KNew
- VirTra, Inc.VTSI46,204 shares · 0.0% of their software$312K−$809K
- NextNav Inc.NN17,987 shares · 0.0% of their software$280KFlat
- nCinoNCNO8,272 shares · 0.0% of their software$278KNew · Flat
- Airship AI Holdings, Inc.AISP43,321 shares · 0.0% of their software$271KFlat
- MagniteMGNI17,028 shares · 0.0% of their software$271KNew · Flat
- WixWIX1,191 shares · 0.0% of their software$256KNew · Flat
- DomoDOMO34,246 shares · 0.0% of their software$242K—
- Simulations PlusSLP8,576 shares · 0.0% of their software$239KFlat
- Viant Technology Inc.DSP11,717 shares · 0.0% of their software$223KFlat
- Asure Software, Inc.ASUR23,473 shares · 0.0% of their software$221KFlat
- PubMaticPUBM13,248 shares · 0.0% of their software$195KFlat
- Rackspace Technology, Inc.RXT80,507 shares · 0.0% of their software$178KFlat
- Xperi Inc.XPER16,189 shares · 0.0% of their software$166KFlat
- PowerFleet, Inc.AIOT23,658 shares · 0.0% of their software$158KNew · Flat
- Health CatalystHCAT18,363 shares · 0.0% of their software$130KFlat
- Pagaya Technologies Ltd.PGY10,832 shares · 0.0% of their software$101KNew · Flat
- Commerce.com, Inc.CMRC13,091 shares · 0.0% of their software$80KNew · Flat
- Aeva Technologies, Inc.AEVA16,142 shares · 0.0% of their software$77KFlat
- Expensify, Inc.EXFY21,950 shares · 0.0% of their software$74KFlat
- VTEXVTEX10,727 shares · 0.0% of their software$63KNew · Flat
- Roadzen, Inc.RDZN26,729 shares · 0.0% of their software$58KFlat
- Kaltura, Inc.KLTR25,151 shares · 0.0% of their software$55KFlat
- Nerdy Inc.NRDY22,426 shares · 0.0% of their software$36KNew · Flat
- Rimini Street, Inc.RMNI10,572 shares · 0.0% of their software$28KNew · Flat