Generalist · Montrouge Cedex, France
Credit Agricole S A
Q3 2025 · compared with Q2 2025
- Software
- $4.4B
- Weight of 13F
- 14.7%
- Names
- 79
- Net bought
- —
Filed 14 November 2025 · SEC filing.
Call exposure on these names is $10.4M across 2 lines. Calls are not in the stock total.
968 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—
Software held
- MicrosoftMSFT4,771,624 shares · 55.6% of their software$2.5B—
- OracleORCL1,414,933 shares · 9.0% of their software$398M—
- ServiceNowNOW232,478 shares · 4.8% of their software$214M—
- Palo Alto NetworksPANW871,535 shares · 4.0% of their software$177M—
- IntuitINTU192,234 shares · 3.0% of their software$131M—
- Uber Technologies, Inc.UBER1,337,336 shares · 2.9% of their software$131M—
- Automatic Data Processing, Inc.ADP320,345 shares · 2.1% of their software$94.0M—
- SalesforceCRM378,546 shares · 2.0% of their software$89.7M—
- CloudflareNET411,208 shares · 2.0% of their software$88.2M—
- ZscalerZS210,864 shares · 1.4% of their software$63.2M—
- Roper Technologies, Inc.ROP83,312 shares · 0.9% of their software$41.5M—
- PalantirPLTR186,267 shares · 0.8% of their software$34.0M—
- AdobeADBE94,564 shares · 0.8% of their software$33.4M—
- SnowflakeSNOW142,111 shares · 0.7% of their software$32.1M—
- WorkdayWDAY125,022 shares · 0.7% of their software$30.1M—
- SynopsysSNPS58,114 shares · 0.6% of their software$28.7M—
- DatadogDDOG195,646 shares · 0.6% of their software$27.9M—
- AutodeskADSK83,710 shares · 0.6% of their software$26.6M—
- AppLovinAPP35,390 shares · 0.6% of their software$25.4M—
- BroadridgeBR100,283 shares · 0.5% of their software$23.9M—
- CrowdStrikeCRWD46,028 shares · 0.5% of their software$22.6M—
- WaystarWAY554,210 shares · 0.5% of their software$21.0M—
- Fiserv, Inc.FISV149,367 shares · 0.4% of their software$19.3M—
- Strategy IncMSTR53,882 shares · 0.4% of their software$17.4M—
- Paychex, Inc.PAYX124,874 shares · 0.4% of their software$15.8M—
- CoStarCSGP138,372 shares · 0.3% of their software$11.7M—
- VeriskVRSK45,131 shares · 0.3% of their software$11.4M—
- CadenceCDNS31,478 shares · 0.2% of their software$11.1M—
- ShopifySHOP65,620 shares · 0.2% of their software$9.8M—
- NetApp, Inc.NTAP72,302 shares · 0.2% of their software$8.6M—
- VeevaVEEV26,844 shares · 0.2% of their software$8.0M—
- VeriSign, Inc.VRSN24,954 shares · 0.2% of their software$7.0M—
- FortinetFTNT81,043 shares · 0.2% of their software$6.8M—
- Gen DigitalGEN212,393 shares · 0.1% of their software$6.0M—
- Corpay, Inc.CPAY20,834 shares · 0.1% of their software$6.0M—
- The Trade DeskTTD119,048 shares · 0.1% of their software$5.8M—
- SS&CSSNC62,992 shares · 0.1% of their software$5.6M—
- InterDigital, Inc.IDCC16,050 shares · 0.1% of their software$5.5M—
- Lyft, Inc.LYFT239,160 shares · 0.1% of their software$5.3M—
- F5, Inc.FFIV14,788 shares · 0.1% of their software$4.8M—
- Amdocs LimitedDOX47,000 shares · 0.1% of their software$3.9M—
- AtlassianTEAM23,046 shares · 0.1% of their software$3.7M—
- Fair IsaacFICO2,423 shares · 0.1% of their software$3.6M—
- DocuSignDOCU48,632 shares · 0.1% of their software$3.5M—
- StoneCo Ltd.STNE183,830 shares · 0.1% of their software$3.5M—
- GuidewireGWRE14,314 shares · 0.1% of their software$3.3M—
- PaycomPAYC15,439 shares · 0.1% of their software$3.2M—
- Block, Inc.XYZ42,715 shares · 0.1% of their software$3.1M—
- Grab Holdings LimitedGRAB504,870 shares · 0.1% of their software$3.0M—
- CommvaultCVLT15,957 shares · 0.1% of their software$3.0M—
- AkamaiAKAM37,434 shares · 0.1% of their software$2.8M—
- PTCPTC13,613 shares · 0.1% of their software$2.8M—
- HubSpotHUBS5,454 shares · 0.1% of their software$2.6M—
- Materialise NVMTLS388,950 shares · 0.0% of their software$2.2M—
- TrimbleTRMB25,847 shares · 0.0% of their software$2.1M—
- ZoomZM24,588 shares · 0.0% of their software$2.0M—
- NutanixNTNX26,713 shares · 0.0% of their software$2.0M—
- ACI WorldwideACIW34,311 shares · 0.0% of their software$1.8M—
- OktaOKTA18,713 shares · 0.0% of their software$1.7M—
- TwilioTWLO16,019 shares · 0.0% of their software$1.6M—
- Dave Inc.DAVE8,002 shares · 0.0% of their software$1.6M—
- MongoDBMDB5,103 shares · 0.0% of their software$1.6M—
- GigaCloud Technology Inc.GCT45,707 shares · 0.0% of their software$1.3M—
- GoDaddyGDDY7,760 shares · 0.0% of their software$1.1M—
- FactSetFDS3,559 shares · 0.0% of their software$1.0M—
- OpenTextOTEX27,194 shares · 0.0% of their software$1.0M—
- Tyler TechnologiesTYL1,765 shares · 0.0% of their software$923K—
- DigitalOceanDOCN26,599 shares · 0.0% of their software$909K—
- DynatraceDT17,161 shares · 0.0% of their software$831K—
- Karooooo Ltd.KARO14,049 shares · 0.0% of their software$802K—
- Shift4 Payments, Inc.FOUR9,349 shares · 0.0% of their software$724K—
- ToastTOST17,268 shares · 0.0% of their software$630K—
- UnityU14,039 shares · 0.0% of their software$562K—
- Check PointCHKP2,428 shares · 0.0% of their software$502K—
- SamsaraIOT13,398 shares · 0.0% of their software$499K—
- SoundHound AI, Inc.SOUN26,966 shares · 0.0% of their software$434K—
- YextYEXT46,103 shares · 0.0% of their software$393K—
- Bentley SystemsBSY6,253 shares · 0.0% of their software$322K—
- SentinelOneS17,193 shares · 0.0% of their software$303K—