Generalist · Greenwich, CT
Aqr Capital Management
Q3 2025 · compared with Q2 2025
Filed as Aqr Capital Management LLC
- Software
- $19.3B
- Weight of 13F
- 12.4%
- Names
- 212
- Net bought
- +$3.2B
Filed 14 November 2025 · SEC filing.
3,443 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
- MicrosoftMSFT6,238,411 shares · 16.5% of their software · price +$128M$3.2B+$833M
- VeriSign, Inc.VRSN3,523,495 shares · 5.1% of their software · price −$32.5M$985M+$123M
- AdobeADBE2,587,399 shares · 4.7% of their software · price −$88.3M$913M+$356M
- PalantirPLTR4,902,606 shares · 4.6% of their software · price +$226M$894M+$303M
- SnowflakeSNOW3,459,772 shares · 4.0% of their software · price +$6.2M$780M−$27.8M
- VeevaVEEV2,412,210 shares · 3.7% of their software · price +$24.0M$706M+$165M
- ZoomZM8,477,057 shares · 3.6% of their software · price +$38.3M$699M+$125M
- ZscalerZS1,941,571 shares · 3.0% of their software · price −$27.7M$576M+$233M
- Lyft, Inc.LYFT25,783,363 shares · 2.9% of their software · price +$161M$567M+$27.9M
- NutanixNTNX6,626,271 shares · 2.5% of their software · price −$13.6M$493M+$146M
- Palo Alto NetworksPANW2,096,542 shares · 2.2% of their software · price −$2.1M$427M+$29.4M
- Manhattan AssociatesMANH2,077,132 shares · 2.2% of their software · price +$15.6M$426M+$29.4M
- IntuitINTU561,583 shares · 2.0% of their software · price −$58.8M$384M+$207M
- OracleORCL1,353,408 shares · 1.9% of their software · price +$84.7M$377M+$182M
- ServiceNowNOW372,789 shares · 1.8% of their software · price −$40.2M$343M−$120M
- AtlassianTEAM1,979,906 shares · 1.6% of their software · price −$85.9M$316M+$9.4M
- GuidewireGWRE1,271,528 shares · 1.5% of their software · price −$7.1M$292M+$47.6M
- SalesforceCRM1,153,649 shares · 1.4% of their software · price −$41.2M$273MFlat
- F5, Inc.FFIV839,648 shares · 1.4% of their software · price +$24.2M$271M+$9.7M
- HubSpotHUBS546,436 shares · 1.3% of their software · price −$48.5M$256M+$143M
- ElasticESTC2,977,361 shares · 1.3% of their software$252M+$96.6M
- Uber Technologies, Inc.UBER2,537,074 shares · 1.3% of their software · price +$11.8M$248M+$24.8M
- DuolingoDUOL740,869 shares · 1.2% of their software · price −$65.3M$238M+$134M
- NetApp, Inc.NTAP1,849,218 shares · 1.1% of their software · price +$22.0M$219M+$82.2M
- SS&CSSNC2,362,577 shares · 1.1% of their software · price +$14.1M$210M−$11.6M
- Fiserv, Inc.FISV1,560,988 shares · 1.0% of their software · price −$67.9M$201M+$201M
- AutodeskADSK620,406 shares · 1.0% of their software · price +$5.0M$197M−$107M
- FortinetFTNT2,331,901 shares · 1.0% of their software · price −$50.5M$196M−$393M
- PegasystemsPEGA3,391,801 shares · 1.0% of their software · price +$11.4M$195M−$35.0M
- VeriskVRSK754,548 shares · 1.0% of their software · price −$45.3M$188M+$181M
- DatadogDDOG1,321,741 shares · 1.0% of their software · price +$10.7M$188M−$70.7M
- GoDaddyGDDY1,374,926 shares · 1.0% of their software · price −$59.4M$188M+$28.4M
- MongoDBMDB578,725 shares · 0.9% of their software · price +$58.1M$180MSplit
- CrowdStrikeCRWD335,308 shares · 0.8% of their software · price −$6.3M$162M+$24.4M
- WorkdayWDAY664,247 shares · 0.8% of their software$160M−$2.6M
- CommvaultCVLT825,575 shares · 0.8% of their software · price +$11.9M$156M−$11.8M
- AkamaiAKAM2,020,346 shares · 0.8% of their software · price −$8.1M$153M+$135M
- Automatic Data Processing, Inc.ADP498,750 shares · 0.7% of their software · price −$7.4M$143M+$11.4M
- MorningstarMORN608,244 shares · 0.7% of their software · price −$49.8M$141M+$98.7M
- QualysQLYS1,010,769 shares · 0.7% of their software · price −$10.7M$134MFlat
- Roper Technologies, Inc.ROP262,209 shares · 0.7% of their software · price −$17.9M$131M+$72.1M
- AppLovinAPP182,491 shares · 0.7% of their software · price +$67.2M$129M−$12.8M
- CloudflareNET563,248 shares · 0.6% of their software · price +$10.6M$121M+$20.0M
- Amdocs LimitedDOX1,368,944 shares · 0.6% of their software · price −$12.6M$111M+$25.7M
- Rubrik, Inc.RBRK1,189,403 shares · 0.5% of their software · price −$8.7M$97.8MNew · +$107M
- OktaOKTA947,738 shares · 0.4% of their software · price −$7.8M$86.9M−$22.8M
- PaylocityPCTY538,986 shares · 0.4% of their software · price −$11.8M$85.8M+$16.1M
- TeradataTDC3,858,729 shares · 0.4% of their software · price −$3.1M$83.0M−$1.2M
- ZoomInfoZI6,923,184 shares · 0.4% of their software$75.5M—
- SentinelOneS4,246,608 shares · 0.4% of their software · price −$2.8M$74.8MFlat
- TrimbleTRMB863,823 shares · 0.4% of their software · price +$4.9M$70.5M−$38.7M
- UiPathPATH5,180,088 shares · 0.4% of their software · price +$3.0M$69.3M−$79.7M
- BroadridgeBR279,446 shares · 0.3% of their software · price −$1.4M$66.1M+$3.7M
- DocuSignDOCU873,885 shares · 0.3% of their software · price −$5.1M$63.0M+$19.4M
- DropboxDBX1,969,186 shares · 0.3% of their software · price +$3.2M$59.5M−$8.5M
- VaronisVRNS763,148 shares · 0.2% of their software · price +$5.1M$43.9M+$10.1M
- Euronet Worldwide, Inc.EEFT486,790 shares · 0.2% of their software · price −$6.6M$42.7M−$83.3M
- RingCentralRNG1,479,984 shares · 0.2% of their software$41.9M−$4.2M
- Grab Holdings LimitedGRAB6,131,277 shares · 0.2% of their software · price +$6.1M$36.9M+$16.3M
- TwilioTWLO328,369 shares · 0.2% of their software · price −$8.0M$32.9M−$22.2M
- DoximityDOCS435,539 shares · 0.2% of their software · price +$5.1M$31.9M+$880K
- CadenceCDNS87,606 shares · 0.2% of their software · price +$3.8M$30.7M+$6.1M
- Corpay, Inc.CPAY106,658 shares · 0.2% of their software · price −$4.7M$30.7M−$3.6M
- GitLabGTLB627,212 shares · 0.1% of their software$28.3M−$10.8M
- DoubleVerifyDV2,352,396 shares · 0.1% of their software · price −$7.0M$28.2M+$7.6M
- CoStarCSGP323,743 shares · 0.1% of their software · price +$1.3M$27.1M−$3.3M
- NetScout Systems, Inc.NTCT962,650 shares · 0.1% of their software · price +$982K$24.7M+$5.9M
- Fair IsaacFICO16,511 shares · 0.1% of their software · price −$5.5M$24.7M−$75.7M
- SynopsysSNPS45,785 shares · 0.1% of their software · price −$883K$22.5M+$2.4M
- Tyler TechnologiesTYL42,508 shares · 0.1% of their software · price −$3.0M$22.2M−$15.5M
- Gen DigitalGEN737,843 shares · 0.1% of their software · price −$745K$20.9M−$13.2M
- ACI WorldwideACIW398,577 shares · 0.1% of their software · price +$2.7M$20.7M+$10.1M
- ProcorePCOR264,056 shares · 0.1% of their software · price +$1.2M$19.3M−$5.6M
- AppianAPPN622,104 shares · 0.1% of their software$19.0M+$11.2M
- DynatraceDT392,399 shares · 0.1% of their software · price −$2.7M$19.0M+$14.6M
- BlackbaudBLKB298,401 shares · 0.1% of their software$18.9M+$9.3M
- SamsaraIOT503,080 shares · 0.1% of their software · price −$1.3M$18.6M−$7.3M
- StoneCo Ltd.STNE902,939 shares · 0.1% of their software · price +$2.6M$17.1M+$13.2M
- WorkivaWK187,083 shares · 0.1% of their software · price +$3.3M$16.1M+$5.9M
- WEX Inc.WEX99,531 shares · 0.1% of their software · price +$1.1M$15.7M−$7.5M
- CourseraCOUR1,333,663 shares · 0.1% of their software · price +$3.9M$15.6M+$2.7M
- TenableTENB439,621 shares · 0.1% of their software · price −$2.0M$12.8M+$4.1M
- Clear Secure, Inc.YOU382,775 shares · 0.1% of their software · price +$2.2M$12.8M−$520K
- LiveRamp Holdings, Inc.RAMP458,799 shares · 0.1% of their software · price −$2.7M$12.5M+$3.8M
- PagSeguro Digital Ltd.PAGS1,213,626 shares · 0.1% of their software$12.1M+$1.3M
- PagerDutyPD723,561 shares · 0.1% of their software · price +$897K$12.0M+$4.2M
- Paychex, Inc.PAYX97,381 shares · 0.1% of their software · price −$1.8M$11.7M−$14.0M
- Repay Holdings CorporationRPAY2,222,842 shares · 0.1% of their software · price +$911K$11.6M+$3.8M
- Block, Inc.XYZ136,410 shares · 0.1% of their software · price +$592K$9.9M+$7.5M
- Consensus Cloud Solutions, Inc.CCSI331,647 shares · 0.1% of their software · price +$2.1M$9.7M−$1.7M
- SAPSAP36,159 shares · 0.0% of their software · price −$1.3M$9.7M+$946K
- ProgressPRGS214,738 shares · 0.0% of their software · price −$4.3M$9.4M+$11.3M
- The Trade DeskTTD179,556 shares · 0.0% of their software · price −$4.1M$8.8M−$26.6M
- InterDigital, Inc.IDCC24,430 shares · 0.0% of their software · price +$3.0M$8.4M−$1.4M
- ToastTOST227,564 shares · 0.0% of their software · price −$1.8M$8.3M+$1.6M
- Bandwidth Inc.BAND432,131 shares · 0.0% of their software$7.2M−$2.5M
- AppFolioAPPF25,829 shares · 0.0% of their software · price +$1.2M$7.1M+$4.0M
- FreshworksFRSH604,075 shares · 0.0% of their software · price −$1.9M$7.1M+$2.1M
- UnityU176,539 shares · 0.0% of their software · price +$2.8M$7.1M+$3.4M
- ShopifySHOP46,815 shares · 0.0% of their software · price +$1.6M$7.0M+$2.5M
- N-ableNABL887,361 shares · 0.0% of their software$6.9M+$4.3M
- AmplitudeAMPL641,085 shares · 0.0% of their software · price −$1.1M$6.9M+$5.5M
- Upbound Group, Inc.UPBD279,013 shares · 0.0% of their software$6.6M+$1.6M
- Dave Inc.DAVE32,750 shares · 0.0% of their software · price −$2.3M$6.5M−$1.4M
- Alarm.com Holdings, Inc.ALRM119,034 shares · 0.0% of their software$6.3M+$2.1M
- 8x8EGHT2,967,546 shares · 0.0% of their software$6.3M—
- ePlus inc.PLUS87,139 shares · 0.0% of their software$6.2M+$1.1M
- Pagaya Technologies Ltd.PGY205,509 shares · 0.0% of their software · price +$1.7M$6.1M−$1.4M
- Q2QTWO80,446 shares · 0.0% of their software · price −$1.7M$5.8M+$1.1M
- OneSpan Inc.OSPN344,902 shares · 0.0% of their software$5.5MFlat
- NCR Atleos CorporationNATL137,359 shares · 0.0% of their software · price +$1.5M$5.3M+$1.7M
- BrazeBRZE173,971 shares · 0.0% of their software$4.9MFlat
- Priority Technology Holdings, Inc.PRTH717,110 shares · 0.0% of their software · price −$653K$4.9M+$1.1M
- Digital TurbineAPPS744,430 shares · 0.0% of their software$4.8M+$939K
- Clearwater AnalyticsCWAN252,053 shares · 0.0% of their software$4.5M—
- FactSetFDS15,171 shares · 0.0% of their software · price −$2.4M$4.3M−$1.6M
- PaycomPAYC20,805 shares · 0.0% of their software$4.3MFlat
- PhreesiaPHR181,449 shares · 0.0% of their software · price −$896K$4.3MFlat
- PTCPTC20,964 shares · 0.0% of their software · price +$643K$4.3M+$1.0M
- Paysafe LimitedPSFE323,341 shares · 0.0% of their software$4.2M+$2.7M
- Zeta GlobalZETA207,317 shares · 0.0% of their software · price +$908K$4.1M−$614K
- Red Violet, Inc.RDVT77,548 shares · 0.0% of their software$4.1M−$687K
- Strategy IncMSTR12,520 shares · 0.0% of their software · price −$1.0M$4.0M−$4.1M
- JFrogFROG81,612 shares · 0.0% of their software$3.9MFlat
- Commerce.com, Inc.CMRC767,843 shares · 0.0% of their software$3.8M+$1.9M
- Remitly Global, Inc.RELY233,683 shares · 0.0% of their software · price −$577K$3.8M+$1.1M
- AvePointAVPT244,366 shares · 0.0% of their software · price −$1.1M$3.7MFlat
- FastlyFSLY415,053 shares · 0.0% of their software · price +$618K$3.5M+$2.1M
- CertaraCERT292,675 shares · 0.0% of their software$3.5MFlat
- Alight, Inc.ALIT986,771 shares · 0.0% of their software · price −$2.4M$3.2M−$4.6M
- Calix, Inc.CALX49,608 shares · 0.0% of their software$3.0MFlat
- Sabre CorporationSABR1,555,397 shares · 0.0% of their software · price −$2.1M$2.8M+$2.6M
- Five9FIVN111,588 shares · 0.0% of their software$2.7M+$801K
- FlywireFLYW184,993 shares · 0.0% of their software$2.5M+$1.2M
- AsanaASAN183,695 shares · 0.0% of their software$2.5M−$2.2M
- Definitive HealthcareDH593,382 shares · 0.0% of their software$2.4MFlat
- YextYEXT281,176 shares · 0.0% of their software$2.4MFlat
- Diebold Nixdorf, IncorporatedDBD41,527 shares · 0.0% of their software$2.4MFlat
- SPS CommerceSPSC22,594 shares · 0.0% of their software · price −$722K$2.4M−$1.9M
- Blend Labs, Inc.BLND630,128 shares · 0.0% of their software$2.3M−$3.3M
- WaystarWAY57,484 shares · 0.0% of their software$2.2M+$1.9M
- Rapid7RPD114,399 shares · 0.0% of their software · price −$501K$2.1M+$1.7M
- Mitek Systems, Inc.MITK217,668 shares · 0.0% of their software$2.1M+$633K
- Cerence Inc.CRNC168,870 shares · 0.0% of their software$2.1MFlat
- BILLBILL39,572 shares · 0.0% of their software$2.1M−$1.6M
- Intapp, Inc.INTA49,371 shares · 0.0% of their software · price −$529K$2.0M+$1.5M
- KlaviyoKVYO65,058 shares · 0.0% of their software$1.8MFlat
- PDF Solutions, Inc.PDFS65,791 shares · 0.0% of their software$1.7MFlat
- SprinklrCXM219,318 shares · 0.0% of their software$1.7MFlat
- BackblazeBLZE169,912 shares · 0.0% of their software · price +$642K$1.6MFlat
- GigaCloud Technology Inc.GCT54,385 shares · 0.0% of their software$1.5MFlat
- Adeia Inc.ADEA89,898 shares · 0.0% of their software$1.5MFlat
- EVERTEC, Inc.EVTC44,272 shares · 0.0% of their software$1.5M+$977K
- International Money Express, Inc.IMXI104,771 shares · 0.0% of their software$1.5MFlat
- Core Scientific, Inc.CORZ72,066 shares · 0.0% of their software$1.3MFlat
- Xperi Inc.XPER194,506 shares · 0.0% of their software$1.3M+$1.2M
- SemrushSEMR177,501 shares · 0.0% of their software$1.3M—
- BoxBOX38,866 shares · 0.0% of their software$1.3M+$623K
- Donnelley Financial Solutions, Inc.DFIN23,752 shares · 0.0% of their software$1.2MFlat
- Thryv Holdings, Inc.THRY99,315 shares · 0.0% of their software$1.2M−$736K
- SoundHound AI, Inc.SOUN66,670 shares · 0.0% of their software$1.1MFlat
- MagniteMGNI48,071 shares · 0.0% of their software$1.0M+$654K
- Life360, Inc.LIF9,634 shares · 0.0% of their software$1.0MNew · +$629K
- Agilysys, Inc.AGYS9,181 shares · 0.0% of their software$966KFlat
- Bentley SystemsBSY18,746 shares · 0.0% of their software$965KFlat
- Immersion CorporationIMMR124,021 shares · 0.0% of their software$910KFlat
- Check PointCHKP4,212 shares · 0.0% of their software$871KFlat
- AlkamiALKT34,956 shares · 0.0% of their software$868KFlat
- DomoDOMO49,017 shares · 0.0% of their software$776K—
- CCC Intelligent Solutions Holdings Inc.CCC84,701 shares · 0.0% of their software$772K−$623K
- A10 Networks, Inc.ATEN42,458 shares · 0.0% of their software$771KFlat
- Daily Journal CorporationDJCO1,638 shares · 0.0% of their software$762KFlat
- SchrödingerSDGR35,418 shares · 0.0% of their software$710KFlat
- SmartRent, Inc.SMRT482,537 shares · 0.0% of their software$680K−$1.1M
- PowerFleet, Inc.AIOT122,660 shares · 0.0% of their software$643KFlat
- Ribbon Communications Inc.RBBN169,107 shares · 0.0% of their software$643KFlat
- Aeva Technologies, Inc.AEVA42,971 shares · 0.0% of their software · price −$1.0M$623K+$623K
- PaymentusPAY20,126 shares · 0.0% of their software$616KFlat
- WixWIX3,389 shares · 0.0% of their software$602KNew · +$537K
- Ooma, Inc.OOMA49,616 shares · 0.0% of their software$595KFlat
- Ibotta, Inc.IBTA20,861 shares · 0.0% of their software$581KFlat
- BlackLineBL10,302 shares · 0.0% of their software$547KNew · +$583K
- NICENICE3,520 shares · 0.0% of their software$510KFlat
- Sprout SocialSPT36,795 shares · 0.0% of their software$475KFlat
- Expensify, Inc.EXFY255,917 shares · 0.0% of their software$473KNew · +$663K
- CS Disco, Inc.LAW64,991 shares · 0.0% of their software$420KFlat
- Simulations PlusSLP26,269 shares · 0.0% of their software$396KFlat
- Grindr Inc.GRND26,155 shares · 0.0% of their software$393K−$596K
- Telos CorporationTLS50,415 shares · 0.0% of their software$345KFlat
- AudioEye, Inc.AEYE22,244 shares · 0.0% of their software$308KFlat
- OpenTextOTEX7,781 shares · 0.0% of their software$291KNew · Flat
- Health CatalystHCAT99,758 shares · 0.0% of their software$284KFlat
- NextNav Inc.NN19,608 shares · 0.0% of their software$280KFlat
- monday.comMNDY1,328 shares · 0.0% of their software$257KFlat
- DigitalOceanDOCN7,069 shares · 0.0% of their software$241KNew · Flat
- Rackspace Technology, Inc.RXT159,508 shares · 0.0% of their software$225KFlat
- Payoneer Global Inc.PAYO36,924 shares · 0.0% of their software$223KFlat
- Silvaco Group, Inc.SVCO40,866 shares · 0.0% of their software$221KFlat
- SailPointSAIL9,469 shares · 0.0% of their software$209KNew · Flat
- Palladyne AI Corp.PDYN24,314 shares · 0.0% of their software$209KNew · Flat
- DescartesDSGX2,123 shares · 0.0% of their software$200KNew · Flat
- EverCommerceEVCM16,938 shares · 0.0% of their software$189KFlat
- Asure Software, Inc.ASUR22,845 shares · 0.0% of their software$187KFlat
- Rimini Street, Inc.RMNI35,857 shares · 0.0% of their software$168KFlat
- VTEXVTEX35,327 shares · 0.0% of their software$155KFlat
- Kaltura, Inc.KLTR94,085 shares · 0.0% of their software$135KFlat
- Viant Technology Inc.DSP13,673 shares · 0.0% of their software$118KFlat
- eGain CorporationEGAN11,627 shares · 0.0% of their software$101KNew · Flat
- Airship AI Holdings, Inc.AISP19,036 shares · 0.0% of their software$98KFlat
- Paysign, Inc.PAYS12,605 shares · 0.0% of their software$79KFlat
- Nerdy Inc.NRDY30,861 shares · 0.0% of their software$39KFlat
- Rekor Systems, Inc.REKR17,450 shares · 0.0% of their software$27KFlat