Generalist · Greenwich, CT
Aqr Capital Management
Q2 2025 · compared with Q1 2025
Filed as Aqr Capital Management LLC
- Software
- $16.3B
- Weight of 13F
- 13.5%
- Names
- 205
- Net bought
- +$2.6B
Filed 14 August 2025 · SEC filing.
3,285 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
- MicrosoftMSFT4,563,843 shares · 13.9% of their software · price +$557M$2.3BFlat
- VeriSign, Inc.VRSN3,097,003 shares · 5.5% of their software · price +$108M$894M+$195M
- SnowflakeSNOW3,584,128 shares · 4.9% of their software · price +$278M$802M+$60.3M
- AdobeADBE1,667,046 shares · 4.0% of their software · price +$5.6M$645M+$13.1M
- FortinetFTNT6,053,669 shares · 3.9% of their software · price +$57.3M$634M+$7.9M
- ZoomZM6,869,804 shares · 3.3% of their software · price +$28.9M$535M−$39.6M
- VeevaVEEV1,838,046 shares · 3.2% of their software · price +$104M$527M+$225M
- ServiceNowNOW489,345 shares · 3.1% of their software · price +$113M$502M+$12.5M
- Palo Alto NetworksPANW1,952,649 shares · 2.4% of their software · price +$66.4M$396M+$47.7M
- AtlassianTEAM1,933,851 shares · 2.4% of their software · price −$17.6M$392M+$46.4M
- Manhattan AssociatesMANH1,928,053 shares · 2.3% of their software · price +$47.1M$381M+$215M
- Lyft, Inc.LYFT24,009,925 shares · 2.3% of their software · price +$93.4M$378M+$169M
- ZscalerZS1,199,815 shares · 2.3% of their software · price +$139M$372MFlat
- PalantirPLTR2,678,278 shares · 2.2% of their software · price +$139M$365M+$37.1M
- NutanixNTNX4,712,266 shares · 2.2% of their software · price +$31.2M$360M+$77.4M
- SalesforceCRM1,165,101 shares · 2.0% of their software · price +$5.0M$318M+$171M
- AutodeskADSK967,469 shares · 1.8% of their software · price +$46.2M$297M+$103M
- GuidewireGWRE1,069,464 shares · 1.5% of their software · price +$51.4M$252M+$12.7M
- DatadogDDOG1,847,722 shares · 1.5% of their software · price +$64.9M$248M+$91.6M
- F5, Inc.FFIV806,678 shares · 1.5% of their software · price +$22.6M$237M−$5.9M
- IntuitINTU298,385 shares · 1.4% of their software · price +$51.8M$234M+$99.1M
- MongoDBMDB1,111,647 shares · 1.4% of their software · price +$38.5M$233M+$188M
- GoDaddyGDDY1,217,025 shares · 1.3% of their software$219M+$45.9M
- PegasystemsPEGA4,037,552 shares · 1.3% of their software · price −$62.1M$218M+$197M
- Uber Technologies, Inc.UBER2,271,222 shares · 1.3% of their software · price +$46.4M$211M+$18.0M
- SS&CSSNC2,502,711 shares · 1.3% of their software · price −$1.8M$207M−$35.0M
- DuolingoDUOL415,221 shares · 1.0% of their software · price +$41.3M$170M+$66.3M
- WorkdayWDAY675,148 shares · 1.0% of their software · price +$4.4M$162M+$127M
- HubSpotHUBS288,859 shares · 1.0% of their software · price −$4.2M$161M−$30.3M
- CommvaultCVLT893,385 shares · 1.0% of their software · price +$14.8M$156M+$53.3M
- ElasticESTC1,832,215 shares · 0.9% of their software · price −$8.7M$153M+$38.2M
- CrowdStrikeCRWD287,484 shares · 0.9% of their software · price +$45.1M$146M+$41.9M
- UiPathPATH11,407,569 shares · 0.9% of their software · price +$28.5M$146M+$50.7M
- QualysQLYS1,012,100 shares · 0.9% of their software · price +$17.1M$144M+$40.7M
- Automatic Data Processing, Inc.ADP461,690 shares · 0.9% of their software · price +$1.3M$141M−$4.8M
- Euronet Worldwide, Inc.EEFT1,308,267 shares · 0.8% of their software · price −$7.2M$133M+$79.5M
- OktaOKTA1,175,676 shares · 0.7% of their software · price −$6.2M$117M+$15.1M
- NetApp, Inc.NTAP1,077,383 shares · 0.7% of their software · price +$20.2M$114M+$33.5M
- OracleORCL519,235 shares · 0.7% of their software · price +$40.9M$114M+$2.6M
- Fair IsaacFICO57,912 shares · 0.6% of their software · price −$938K$106M−$52.2M
- TrimbleTRMB1,372,779 shares · 0.6% of their software · price +$14.2M$104M+$26.9M
- ZoomInfoZI10,197,526 shares · 0.6% of their software$103M—
- Amdocs LimitedDOX1,087,468 shares · 0.6% of their software$99.2M+$12.1M
- MorningstarMORN293,969 shares · 0.6% of their software · price +$4.1M$92.3M+$77.0M
- CloudflareNET461,051 shares · 0.6% of their software · price +$38.3M$90.0M+$13.3M
- TeradataTDC3,913,277 shares · 0.5% of their software · price −$665K$86.9M+$56.0M
- PaylocityPCTY449,935 shares · 0.5% of their software · price −$2.8M$81.4M+$70.3M
- SentinelOneS4,268,733 shares · 0.5% of their software$77.3M+$37.3M
- AppLovinAPP219,052 shares · 0.5% of their software · price +$18.6M$76.7M+$6.4M
- Roper Technologies, Inc.ROP135,083 shares · 0.5% of their software · price −$3.1M$76.1M−$13.3M
- Fiserv, Inc.FISV394,555 shares · 0.4% of their software · price −$19.1M$68.0M+$1.3M
- DropboxDBX2,266,786 shares · 0.4% of their software · price +$4.3M$64.3M−$14.0M
- BroadridgeBR264,082 shares · 0.4% of their software$63.5M+$12.8M
- TwilioTWLO506,712 shares · 0.4% of their software · price +$13.4M$63.0M−$5.8M
- VeriskVRSK173,663 shares · 0.3% of their software · price +$2.4M$53.4MFlat
- DocuSignDOCU624,195 shares · 0.3% of their software · price −$2.2M$48.2M−$31.8M
- RingCentralRNG1,626,454 shares · 0.3% of their software · price +$5.8M$45.7M+$8.7M
- Tyler TechnologiesTYL68,677 shares · 0.2% of their software · price +$786K$40.1M−$10.7M
- The Trade DeskTTD548,994 shares · 0.2% of their software · price +$9.5M$39.5M+$28.2M
- GitLabGTLB866,461 shares · 0.2% of their software · price −$1.6M$39.1M−$27.3M
- Corpay, Inc.CPAY117,604 shares · 0.2% of their software · price −$2.0M$38.7M−$18.8M
- Gen DigitalGEN1,186,632 shares · 0.2% of their software · price +$3.4M$34.8M−$43.3M
- CoStarCSGP364,858 shares · 0.2% of their software$29.3M+$18.7M
- VaronisVRNS563,838 shares · 0.2% of their software · price +$5.8M$28.6M+$2.6M
- Paychex, Inc.PAYX193,333 shares · 0.2% of their software · price −$1.7M$27.8M−$1.8M
- DoubleVerifyDV1,844,192 shares · 0.2% of their software · price +$3.0M$27.6M−$3.7M
- SamsaraIOT687,046 shares · 0.2% of their software · price +$996K$27.3M−$5.5M
- DoximityDOCS421,195 shares · 0.2% of their software · price +$1.4M$25.8M−$4.8M
- AkamaiAKAM324,409 shares · 0.2% of their software$25.8M+$17.2M
- ProcorePCOR345,569 shares · 0.1% of their software · price +$829K$23.6M+$16.1M
- WEX Inc.WEX150,858 shares · 0.1% of their software · price −$1.5M$22.1M+$10.3M
- SynopsysSNPS41,088 shares · 0.1% of their software · price +$3.4M$21.0M−$1.5M
- CadenceCDNS67,821 shares · 0.1% of their software · price +$3.7M$20.9M+$2.8M
- NetScout Systems, Inc.NTCT724,165 shares · 0.1% of their software · price +$2.8M$17.9M+$5.9M
- Grab Holdings LimitedGRAB2,882,527 shares · 0.1% of their software · price +$1.4M$14.5M−$47.3M
- LiveRamp Holdings, Inc.RAMP342,317 shares · 0.1% of their software · price +$2.4M$11.3M+$3.0M
- Clear Secure, Inc.YOU401,514 shares · 0.1% of their software · price +$743K$11.1M−$3.2M
- TenableTENB318,664 shares · 0.1% of their software$10.8M+$2.6M
- PagSeguro Digital Ltd.PAGS1,073,967 shares · 0.1% of their software · price +$2.2M$10.4M+$6.6M
- Dave Inc.DAVE37,963 shares · 0.1% of their software · price +$7.1M$10.2MFlat
- Alight, Inc.ALIT1,796,909 shares · 0.1% of their software$10.2M+$10.2M
- SAPSAP33,047 shares · 0.1% of their software · price +$1.2M$10.0M+$4.5M
- BlackbaudBLKB152,960 shares · 0.1% of their software$9.8M+$5.3M
- Consensus Cloud Solutions, Inc.CCSI406,495 shares · 0.1% of their software$9.4M−$3.3M
- Bandwidth Inc.BAND587,305 shares · 0.1% of their software · price +$1.6M$9.3M+$2.5M
- CourseraCOUR1,022,673 shares · 0.1% of their software · price +$2.1M$9.0M+$2.9M
- Strategy IncMSTR22,569 shares · 0.1% of their software · price +$2.6M$8.8M+$2.5M
- ToastTOST192,008 shares · 0.1% of their software · price +$2.1M$8.5MFlat
- FactSetFDS18,798 shares · 0.1% of their software$8.3M−$2.8M
- ACI WorldwideACIW178,796 shares · 0.1% of their software · price −$1.6M$8.2M+$1.7M
- AppianAPPN246,681 shares · 0.0% of their software$7.4M+$1.3M
- DynatraceDT127,288 shares · 0.0% of their software · price +$1.0M$7.0M−$5.1M
- Repay Holdings CorporationRPAY1,444,545 shares · 0.0% of their software · price −$1.1M$7.0M+$7.7M
- FreshworksFRSH466,337 shares · 0.0% of their software$7.0M+$716K
- WorkivaWK100,662 shares · 0.0% of their software · price −$751K$6.9M+$1.2M
- PagerDutyPD449,148 shares · 0.0% of their software · price −$1.3M$6.9M+$5.5M
- InterDigital, Inc.IDCC30,597 shares · 0.0% of their software · price +$535K$6.9M−$1.4M
- Q2QTWO68,735 shares · 0.0% of their software · price +$933K$6.4M+$549K
- OneSpan Inc.OSPN359,827 shares · 0.0% of their software · price +$518K$6.0M−$3.1M
- Pagaya Technologies Ltd.PGY269,643 shares · 0.0% of their software · price +$2.9M$5.7MFlat
- SemrushSEMR600,545 shares · 0.0% of their software$5.4M—
- Upbound Group, Inc.UPBD216,050 shares · 0.0% of their software$5.4M+$4.0M
- Blend Labs, Inc.BLND1,629,509 shares · 0.0% of their software$5.4M+$2.5M
- PhreesiaPHR188,089 shares · 0.0% of their software · price +$545K$5.4M+$717K
- AvePointAVPT270,008 shares · 0.0% of their software · price +$1.3M$5.2M−$766K
- ePlus inc.PLUS71,399 shares · 0.0% of their software · price +$790K$5.1M+$1.6M
- SPS CommerceSPSC36,240 shares · 0.0% of their software$4.9M+$2.9M
- AsanaASAN346,724 shares · 0.0% of their software$4.7M−$2.4M
- Alarm.com Holdings, Inc.ALRM82,319 shares · 0.0% of their software$4.7M+$1.3M
- PaycomPAYC20,302 shares · 0.0% of their software$4.6MFlat
- BrazeBRZE164,729 shares · 0.0% of their software · price −$1.3M$4.6M+$3.3M
- Red Violet, Inc.RDVT91,504 shares · 0.0% of their software · price +$1.1M$4.5MFlat
- Priority Technology Holdings, Inc.PRTH573,345 shares · 0.0% of their software · price +$553K$4.5M+$1.6M
- Clearwater AnalyticsCWAN189,554 shares · 0.0% of their software$4.2M—
- 8x8EGHT2,111,511 shares · 0.0% of their software$4.1M—
- Zeta GlobalZETA246,927 shares · 0.0% of their software$3.8M+$1.7M
- Digital TurbineAPPS585,305 shares · 0.0% of their software · price +$1.9M$3.5M−$1.1M
- BILLBILL73,845 shares · 0.0% of their software$3.4MNew · +$3.4M
- JFrogFROG76,126 shares · 0.0% of their software · price +$904K$3.3M+$2.1M
- Remitly Global, Inc.RELY176,939 shares · 0.0% of their software$3.3M−$1.7M
- CertaraCERT261,997 shares · 0.0% of their software$3.0M+$2.3M
- ShopifySHOP25,507 shares · 0.0% of their software · price +$507K$2.9M+$1.0M
- N-ableNABL352,013 shares · 0.0% of their software$2.9M+$1.6M
- C3.aiAI108,932 shares · 0.0% of their software$2.7M−$1.5M
- Definitive HealthcareDH665,044 shares · 0.0% of their software · price +$672K$2.6MFlat
- PTCPTC14,995 shares · 0.0% of their software$2.6MFlat
- YextYEXT294,770 shares · 0.0% of their software · price +$690K$2.5M−$1.2M
- AmplitudeAMPL199,164 shares · 0.0% of their software$2.5MFlat
- ProgressPRGS37,316 shares · 0.0% of their software$2.4MFlat
- Sabre CorporationSABR740,000 shares · 0.0% of their software$2.3M+$1.7M
- Calix, Inc.CALX43,584 shares · 0.0% of their software · price +$774K$2.3MFlat
- NCR Atleos CorporationNATL76,603 shares · 0.0% of their software$2.2M+$1.1M
- Five9FIVN81,327 shares · 0.0% of their software$2.2MNew · +$2.2M
- KlaviyoKVYO60,909 shares · 0.0% of their software$2.0M+$1.5M
- Diebold Nixdorf, IncorporatedDBD36,037 shares · 0.0% of their software$2.0MFlat
- Commerce.com, Inc.CMRC392,930 shares · 0.0% of their software$2.0M+$659K
- Thryv Holdings, Inc.THRY159,860 shares · 0.0% of their software$1.9M+$1.2M
- AppFolioAPPF8,532 shares · 0.0% of their software$1.9M−$38.6M
- SprinklrCXM218,660 shares · 0.0% of their software$1.8M+$1.1M
- Block, Inc.XYZ26,599 shares · 0.0% of their software$1.8MFlat
- Cerence Inc.CRNC183,748 shares · 0.0% of their software$1.8MFlat
- Core Scientific, Inc.CORZ97,096 shares · 0.0% of their software · price +$954K$1.7MSplit
- SmartRent, Inc.SMRT1,586,069 shares · 0.0% of their software$1.6M+$741K
- Mitek Systems, Inc.MITK153,775 shares · 0.0% of their software$1.5MFlat
- Paysafe LimitedPSFE113,049 shares · 0.0% of their software$1.4M+$987K
- CCC Intelligent Solutions Holdings Inc.CCC150,926 shares · 0.0% of their software$1.4M+$718K
- GigaCloud Technology Inc.GCT69,306 shares · 0.0% of their software$1.4MFlat
- StoneCo Ltd.STNE82,724 shares · 0.0% of their software$1.3MFlat
- Donnelley Financial Solutions, Inc.DFIN20,930 shares · 0.0% of their software$1.3MFlat
- Grindr Inc.GRND52,411 shares · 0.0% of their software$1.2M−$639K
- PDF Solutions, Inc.PDFS54,923 shares · 0.0% of their software$1.2M+$519K
- Sprout SocialSPT56,050 shares · 0.0% of their software$1.2M+$867K
- FlywireFLYW86,295 shares · 0.0% of their software$1.0M+$549K
- Adeia Inc.ADEA70,877 shares · 0.0% of their software$1.0MFlat
- Aeva Technologies, Inc.AEVA26,480 shares · 0.0% of their software · price +$815K$1.0MFlat
- Intapp, Inc.INTA19,364 shares · 0.0% of their software$1,000K−$678K
- DomoDOMO71,234 shares · 0.0% of their software$995K—
- Agilysys, Inc.AGYS8,480 shares · 0.0% of their software$972KFlat
- Rapid7RPD39,821 shares · 0.0% of their software$921K+$632K
- UnityU38,045 shares · 0.0% of their software$921K−$21.8M
- Ribbon Communications Inc.RBBN225,100 shares · 0.0% of their software$903KFlat
- Immersion CorporationIMMR112,296 shares · 0.0% of their software$885KFlat
- A10 Networks, Inc.ATEN42,081 shares · 0.0% of their software$814K−$598K
- FastlyFSLY114,117 shares · 0.0% of their software$794KFlat
- BackblazeBLZE144,290 shares · 0.0% of their software$794KFlat
- Check PointCHKP3,515 shares · 0.0% of their software$778K+$539K
- AlkamiALKT24,157 shares · 0.0% of their software$728KFlat
- BoxBOX20,638 shares · 0.0% of their software$705K−$1.6M
- Bentley SystemsBSY13,089 shares · 0.0% of their software$698KNew · +$515K
- PubMaticPUBM54,896 shares · 0.0% of their software$683KFlat
- International Money Express, Inc.IMXI66,836 shares · 0.0% of their software$674KNew · +$843K
- AudioEye, Inc.AEYE56,022 shares · 0.0% of their software$653K−$1.6M
- Daily Journal CorporationDJCO1,530 shares · 0.0% of their software$646KFlat
- EVERTEC, Inc.EVTC17,165 shares · 0.0% of their software$619KFlat
- SoundHound AI, Inc.SOUN52,555 shares · 0.0% of their software$564KFlat
- PaymentusPAY15,613 shares · 0.0% of their software$511KFlat
- MagniteMGNI20,960 shares · 0.0% of their software$506KFlat
- NICENICE2,702 shares · 0.0% of their software$456KFlat
- Ibotta, Inc.IBTA12,446 shares · 0.0% of their software$456KNew · +$525K
- Health CatalystHCAT115,014 shares · 0.0% of their software$434KFlat
- WaystarWAY10,162 shares · 0.0% of their software$415KFlat
- Xperi Inc.XPER47,382 shares · 0.0% of their software$375KFlat
- Ooma, Inc.OOMA29,006 shares · 0.0% of their software$374KFlat
- SchrödingerSDGR17,392 shares · 0.0% of their software$350KNew · Flat
- VTEXVTEX50,287 shares · 0.0% of their software$332KNew · Flat
- Viant Technology Inc.DSP24,978 shares · 0.0% of their software$330KFlat
- NextNav Inc.NN18,971 shares · 0.0% of their software$288KFlat
- Payoneer Global Inc.PAYO36,920 shares · 0.0% of their software$253K−$1.9M
- monday.comMNDY776 shares · 0.0% of their software$244KNew · Flat
- Asure Software, Inc.ASUR23,581 shares · 0.0% of their software$230KFlat
- Shift4 Payments, Inc.FOUR2,025 shares · 0.0% of their software$201KFlat
- Kaltura, Inc.KLTR97,412 shares · 0.0% of their software$196KFlat
- PowerFleet, Inc.AIOT43,263 shares · 0.0% of their software$186KFlat
- CS Disco, Inc.LAW41,639 shares · 0.0% of their software$182KNew · Flat
- Simulations PlusSLP10,370 shares · 0.0% of their software$181KNew · Flat
- Silvaco Group, Inc.SVCO30,939 shares · 0.0% of their software$146KNew · Flat
- EverCommerceEVCM12,779 shares · 0.0% of their software$134KNew · Flat
- Rimini Street, Inc.RMNI26,252 shares · 0.0% of their software$99KFlat
- Paysign, Inc.PAYS12,062 shares · 0.0% of their software$87KNew · Flat
- Rekor Systems, Inc.REKR74,536 shares · 0.0% of their software$86KFlat
- Airship AI Holdings, Inc.AISP12,152 shares · 0.0% of their software$72KFlat
- Nerdy Inc.NRDY43,791 shares · 0.0% of their software$71KFlat
- Telos CorporationTLS19,194 shares · 0.0% of their software$61KFlat
- Rackspace Technology, Inc.RXT39,288 shares · 0.0% of their software$50KFlat
- Roadzen, Inc.RDZN22,156 shares · 0.0% of their software$22KFlat