Generalist · Montrouge Cedex, France
Credit Agricole S A
Q1 2025 · compared with Q4 2024
- Software
- $3.6B
- Weight of 13F
- 13.5%
- Names
- 91
- Net bought
- −$200M
Filed 14 May 2025 · SEC filing.
Call exposure on these names is $6.0M across 1 line. Calls are not in the stock total.
1,156 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 202685 names · $75.5M in calls, not in the total$3.7B+$26.1M
- Q1 202683 names · $20.6M in calls, not in the total$3.6B−$177M
- Q4 202590 names · $14.6M in calls, not in the total$4.8B+$1.9B
- Q3 202579 names · $10.4M in calls, not in the total$4.4B—
- Q1 202591 names · $6.0M in calls, not in the total$3.6B−$200M
- Q4 202492 names · $1.8M in calls, not in the total$4.2B+$1.0B
- Q3 202491 names · $3.1M in calls, not in the total$3.1B+$953M
- Q2 202482 names · $360M in calls, not in the total$2.2B+$1.3B
- Q1 202465 names · $13.9M in calls, not in the total$792M+$103M
- Q4 202356 names · $21.6M in calls, not in the total$656M+$278M
- Q3 202359 names · $65.9M in calls, not in the total$271M+$40.7M
- Q2 202343 names · $33.3M in calls, not in the total$246M+$12.8M
- Q1 202339 names · $46.1M in calls, not in the total$196M+$8.3M
- Q4 202245 names · $21.7M in calls, not in the total$149M−$8.5M
- Q3 202246 names · $8.3M in calls, not in the total$161M+$93.8M
- Q2 202244 names · $6.9M in calls, not in the total$148M+$56.7M
- Q1 202246 names · $12.7M in calls, not in the total$179M+$28.6M
- Q4 202145 names · $1.6M in calls, not in the total$179M+$31.4M
- Q3 202148 names · $9.6M in calls, not in the total$146M−$45.2M
- Q2 202147 names$188M+$4.4M
- Q1 202144 names$160M+$3.5M
- Q4 202035 names$157M+$26.5M
- Q3 202034 names$114M−$1.5M
- Q2 202027 names$109M+$873K
- Q1 202025 names$83.4M−$39.0M
- Q4 201923 names$129M−$81.0M
- Q3 201933 names$202M+$12.4M
- Q2 201929 names$185M−$4.5M
- Q1 201925 names$177M−$14.6M
- Q4 201826 names$160M+$1.0M
- Q3 201826 names$186M+$59.7M
- Q2 201819 names$106M+$8.3M
- Q1 201819 names$88.3M+$16.4M
- Q4 201719 names$77.2M−$1.1B
- Q3 201745 names$1.2B−$107M
- Q2 201748 names · 9 calls not in the total$1.2B+$249M
- Q1 201749 names$913M−$193M
- Q4 201642 names$1.0B−$13.9M
- Q3 201642 names · $1.4M in calls, not in the total$1.0B+$89.2M
- Q2 201641 names · $2.0M in calls, not in the total$862M—
What moved the book
The five software lines with the largest share change this quarter.
Software held
- MicrosoftMSFT4,905,936 shares · 51.6% of their software · price −$226M$1.8BFlat
- OracleORCL1,890,055 shares · 7.4% of their software · price −$50.7M$264M+$22.9M
- SalesforceCRM804,222 shares · 6.0% of their software · price −$53.1M$216M+$4.7M
- ServiceNowNOW203,181 shares · 4.5% of their software · price −$53.6M$162M+$7.1M
- Automatic Data Processing, Inc.ADP470,501 shares · 4.0% of their software · price +$6.0M$144M−$11.6M
- Uber Technologies, Inc.UBER1,287,841 shares · 2.6% of their software · price +$16.1M$93.8M−$25.9M
- IntuitINTU133,119 shares · 2.3% of their software · price −$1.9M$81.7M−$3.8M
- WorkdayWDAY281,273 shares · 1.8% of their software · price −$6.9M$65.7M+$12.4M
- SynopsysSNPS144,943 shares · 1.7% of their software · price −$8.2M$62.2M−$91.8M
- Fiserv, Inc.FISV262,413 shares · 1.6% of their software · price +$4.0M$57.9M−$909K
- Palo Alto NetworksPANW307,349 shares · 1.5% of their software · price −$3.5M$52.4M+$2.5M
- PalantirPLTR507,454 shares · 1.2% of their software · price +$4.5M$42.8M−$16.8M
- Roper Technologies, Inc.ROP70,194 shares · 1.2% of their software · price +$4.9M$41.4M+$4.3M
- AutodeskADSK120,893 shares · 0.9% of their software · price −$4.1M$31.6M+$5.6M
- CrowdStrikeCRWD86,451 shares · 0.9% of their software · price +$901K$30.5M+$3.6M
- DatadogDDOG306,974 shares · 0.9% of their software · price −$13.4M$30.5M+$8.4M
- AdobeADBE73,379 shares · 0.8% of their software · price −$4.5M$28.1M−$65.3M
- DynatraceDT512,649 shares · 0.7% of their software · price −$3.7M$24.2M+$4.7M
- FortinetFTNT238,267 shares · 0.6% of their software$22.9MFlat
- ZscalerZS105,511 shares · 0.6% of their software · price +$1.9M$20.9M+$525K
- PTCPTC125,990 shares · 0.5% of their software · price −$3.6M$19.5M−$2.3M
- Paychex, Inc.PAYX124,677 shares · 0.5% of their software · price +$1.8M$19.2MFlat
- BroadridgeBR79,207 shares · 0.5% of their software · price +$1.3M$19.2M−$4.4M
- VeriskVRSK52,240 shares · 0.4% of their software · price +$1.2M$15.5M+$785K
- CadenceCDNS56,301 shares · 0.4% of their software · price −$2.6M$14.3M−$5.8M
- Fair IsaacFICO4,912 shares · 0.3% of their software · price −$721K$9.1M−$3.3M
- GoDaddyGDDY47,957 shares · 0.2% of their software · price −$826K$8.6M+$696K
- F5, Inc.FFIV27,819 shares · 0.2% of their software$7.4MFlat
- Tyler TechnologiesTYL11,997 shares · 0.2% of their software$7.0M−$1.6M
- Corpay, Inc.CPAY18,181 shares · 0.2% of their software$6.3MFlat
- NetApp, Inc.NTAP71,637 shares · 0.2% of their software · price −$2.0M$6.3MFlat
- FactSetFDS13,603 shares · 0.2% of their software$6.2MFlat
- ShopifySHOP58,899 shares · 0.2% of their software · price −$639K$5.6MFlat
- AppLovinAPP21,061 shares · 0.2% of their software · price −$1.2M$5.6M+$824K
- Amdocs LimitedDOX58,000 shares · 0.1% of their software$5.3MFlat
- SS&CSSNC62,973 shares · 0.1% of their software$5.3M+$2.7M
- Gen DigitalGEN188,762 shares · 0.1% of their software$5.0M+$531K
- AkamaiAKAM61,647 shares · 0.1% of their software · price −$934K$5.0M+$1.0M
- VeriSign, Inc.VRSN19,200 shares · 0.1% of their software · price +$901K$4.9MFlat
- TrimbleTRMB73,263 shares · 0.1% of their software$4.8MFlat
- SnowflakeSNOW31,607 shares · 0.1% of their software$4.6M+$1.2M
- InterDigital, Inc.IDCC20,194 shares · 0.1% of their software$4.2M+$840K
- DocuSignDOCU50,782 shares · 0.1% of their software$4.1MFlat
- OktaOKTA37,137 shares · 0.1% of their software · price +$981K$3.9M+$625K
- AtlassianTEAM17,697 shares · 0.1% of their software · price −$552K$3.8MFlat
- TwilioTWLO33,647 shares · 0.1% of their software$3.3M−$4.0M
- Strategy IncMSTR10,936 shares · 0.1% of their software$3.2M−$1.5M
- Lyft, Inc.LYFT255,085 shares · 0.1% of their software$3.0M+$3.2M
- GuidewireGWRE14,288 shares · 0.1% of their software$2.7M+$1.4M
- VeevaVEEV11,231 shares · 0.1% of their software$2.6M+$1.3M
- HubSpotHUBS4,422 shares · 0.1% of their software · price −$555K$2.5MFlat
- CommvaultCVLT15,957 shares · 0.1% of their software$2.5M+$694K
- CloudflareNET19,178 shares · 0.1% of their software$2.2M−$10.8M
- Grab Holdings LimitedGRAB459,200 shares · 0.1% of their software$2.1M+$2.0M
- WixWIX11,524 shares · 0.1% of their software · price −$590K$1.9MFlat
- ACI WorldwideACIW34,311 shares · 0.1% of their software$1.9MFlat
- DigitalOceanDOCN51,243 shares · 0.0% of their software$1.7MNew · +$1.7M
- ProgressPRGS32,735 shares · 0.0% of their software$1.7MFlat
- Check PointCHKP7,385 shares · 0.0% of their software$1.7MFlat
- The Trade DeskTTD28,271 shares · 0.0% of their software · price −$1.8M$1.5M−$4.1M
- PaycomPAYC7,055 shares · 0.0% of their software$1.5M−$1.3M
- Block, Inc.XYZ27,975 shares · 0.0% of their software · price −$858K$1.5MFlat
- Shift4 Payments, Inc.FOUR18,334 shares · 0.0% of their software$1.5MFlat
- CoStarCSGP17,048 shares · 0.0% of their software$1.4M+$521K
- DescartesDSGX11,220 shares · 0.0% of their software$1.1M−$956K
- ZoomZM14,113 shares · 0.0% of their software$1.0MFlat
- Riskified Ltd.RSKD200,000 shares · 0.0% of their software$924KFlat
- PowerFleet, Inc.AIOT166,544 shares · 0.0% of their software$914KFlat
- Manhattan AssociatesMANH4,858 shares · 0.0% of their software$841KFlat
- Mitek Systems, Inc.MITK93,000 shares · 0.0% of their software$767KFlat
- NICENICE4,340 shares · 0.0% of their software$669K−$17.3M
- GigaCloud Technology Inc.GCT47,000 shares · 0.0% of their software$667KFlat
- Alight, Inc.ALIT110,000 shares · 0.0% of their software$652KFlat
- Karooooo Ltd.KARO14,049 shares · 0.0% of their software$598KFlat
- ToastTOST16,837 shares · 0.0% of their software$558KFlat
- NutanixNTNX7,517 shares · 0.0% of their software$525KFlat
- SentinelOneS25,445 shares · 0.0% of their software$463K−$27.8M
- MongoDBMDB2,265 shares · 0.0% of their software$397KFlat
- Health CatalystHCAT80,100 shares · 0.0% of their software$363KFlat
- SamsaraIOT8,243 shares · 0.0% of their software$316KFlat
- Bentley SystemsBSY7,303 shares · 0.0% of their software$287KFlat
- YextYEXT46,103 shares · 0.0% of their software$284K−$884K
- C3.aiAI9,200 shares · 0.0% of their software$194KFlat
- UiPathPATH18,738 shares · 0.0% of their software$193KFlat
- OpenTextOTEX7,558 shares · 0.0% of their software$191KFlat
- monday.comMNDY700 shares · 0.0% of their software$170KFlat
- DuolingoDUOL315 shares · 0.0% of their software$98KFlat
- DropboxDBX3,640 shares · 0.0% of their software$97KFlat
- Global-EGLBE2,050 shares · 0.0% of their software$73KFlat
- BlackBerry LimitedBB6,970 shares · 0.0% of their software$26KFlat
- UnityU629 shares · 0.0% of their software$12KNew · Flat