Generalist · Montrouge Cedex, France
Credit Agricole S A
Q4 2025 · compared with Q3 2025
- Software
- $4.8B
- Weight of 13F
- 13.2%
- Names
- 90
- Net bought
- +$1.9B
Filed 17 February 2026 · SEC filing.
Call exposure on these names is $14.6M across 4 lines. Calls are not in the stock total.
1,070 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
- MicrosoftMSFT5,908,501 shares · 59.6% of their software · price −$203M$2.9B+$589M
- OracleORCL1,453,050 shares · 5.9% of their software · price −$125M$283M+$10.7M
- SalesforceCRM835,612 shares · 4.6% of their software · price +$23.3M$221M+$108M
- ServiceNowNOW1,405,654 shares · 4.5% of their software · price −$1.1B$215M+$1.1B
- Uber Technologies, Inc.UBER2,136,156 shares · 3.6% of their software · price −$34.7M$175M+$78.3M
- IntuitINTU187,271 shares · 2.6% of their software · price −$3.8M$124M−$3.4M
- Palo Alto NetworksPANW647,855 shares · 2.5% of their software · price −$12.6M$119M−$45.5M
- CloudflareNET436,331 shares · 1.8% of their software · price −$7.6M$86.0M+$5.4M
- Automatic Data Processing, Inc.ADP239,605 shares · 1.3% of their software · price −$8.7M$61.6M−$23.7M
- PalantirPLTR326,351 shares · 1.2% of their software · price −$1.5M$58.0M+$25.6M
- ZscalerZS168,140 shares · 0.8% of their software · price −$12.6M$37.8M−$12.8M
- SnowflakeSNOW170,618 shares · 0.8% of their software · price −$1.1M$37.4M+$6.4M
- AppLovinAPP52,535 shares · 0.7% of their software · price −$2.3M$35.4M+$12.3M
- AdobeADBE95,155 shares · 0.7% of their software$33.3MFlat
- CadenceCDNS104,762 shares · 0.7% of their software · price −$4.1M$32.7M+$25.7M
- Strategy IncMSTR201,188 shares · 0.6% of their software · price −$34.3M$30.6M+$47.5M
- Roper Technologies, Inc.ROP66,760 shares · 0.6% of their software · price −$3.6M$29.7M−$8.3M
- DatadogDDOG216,318 shares · 0.6% of their software · price −$1.4M$29.4M+$2.9M
- SynopsysSNPS57,520 shares · 0.6% of their software · price −$1.4M$27.0MFlat
- AutodeskADSK83,228 shares · 0.5% of their software · price −$1.8M$24.6MFlat
- CrowdStrikeCRWD42,919 shares · 0.4% of their software · price −$928K$20.1M−$1.5M
- WaystarWAY498,065 shares · 0.3% of their software · price −$2.6M$16.3M−$2.1M
- Paychex, Inc.PAYX144,066 shares · 0.3% of their software · price −$2.1M$16.2M+$2.4M
- ShopifySHOP93,958 shares · 0.3% of their software · price +$1.2M$15.1M+$4.2M
- Fiserv, Inc.FISV187,172 shares · 0.3% of their software · price −$11.6M$12.6M+$4.9M
- VeriskVRSK52,340 shares · 0.2% of their software · price −$1.5M$11.7M+$1.8M
- CoStarCSGP165,698 shares · 0.2% of their software · price −$2.8M$11.1M+$2.3M
- Block, Inc.XYZ141,255 shares · 0.2% of their software · price −$1.0M$9.2M+$7.1M
- NetApp, Inc.NTAP79,986 shares · 0.2% of their software · price −$909K$8.6M+$910K
- TrimbleTRMB98,910 shares · 0.2% of their software$7.7M+$6.0M
- WorkdayWDAY35,070 shares · 0.2% of their software · price −$910K$7.5M−$21.7M
- FortinetFTNT93,465 shares · 0.2% of their software$7.4M+$1.0M
- GigaCloud Technology Inc.GCT186,031 shares · 0.2% of their software · price +$2.0M$7.3M+$4.0M
- VeriSign, Inc.VRSN28,431 shares · 0.1% of their software · price −$1.0M$6.9M+$972K
- The Trade DeskTTD179,568 shares · 0.1% of their software · price −$2.0M$6.8M+$3.0M
- GoDaddyGDDY48,305 shares · 0.1% of their software · price −$616K$6.0M+$5.5M
- SS&CSSNC62,599 shares · 0.1% of their software$5.5MFlat
- BroadridgeBR24,408 shares · 0.1% of their software$5.4M−$18.1M
- InterDigital, Inc.IDCC16,050 shares · 0.1% of their software$5.1MFlat
- Lyft, Inc.LYFT248,443 shares · 0.1% of their software · price −$656K$4.8MFlat
- CoreWeave, Inc.CRWV66,649 shares · 0.1% of their software · price −$4.3M$4.8MNew · +$9.1M
- VeevaVEEV21,141 shares · 0.1% of their software · price −$1.6M$4.7M−$1.7M
- Amdocs LimitedDOX54,000 shares · 0.1% of their software$4.3M+$574K
- AtlassianTEAM26,584 shares · 0.1% of their software$4.3M+$565K
- Fair IsaacFICO2,155 shares · 0.1% of their software$3.6MFlat
- nCinoNCNO120,000 shares · 0.1% of their software$3.1MNew · +$3.3M
- GuidewireGWRE14,314 shares · 0.1% of their software$2.9MFlat
- StoneCo Ltd.STNE188,830 shares · 0.1% of their software · price −$778K$2.8MFlat
- PaycomPAYC17,126 shares · 0.1% of their software · price −$835K$2.7MFlat
- FactSetFDS8,567 shares · 0.1% of their software$2.5M+$1.4M
- Materialise NVMTLS446,950 shares · 0.1% of their software$2.5MFlat
- Grab Holdings LimitedGRAB492,999 shares · 0.1% of their software · price −$508K$2.5MFlat
- DuolingoDUOL13,322 shares · 0.0% of their software · price −$1.9M$2.3MNew · +$4.3M
- Gen DigitalGEN85,379 shares · 0.0% of their software$2.3M−$3.6M
- Manhattan AssociatesMANH13,273 shares · 0.0% of their software$2.3MNew · +$2.7M
- PTCPTC12,755 shares · 0.0% of their software$2.2MFlat
- TwilioTWLO14,382 shares · 0.0% of their software · price +$606K$2.0MFlat
- DocuSignDOCU29,445 shares · 0.0% of their software$2.0M−$1.4M
- HubSpotHUBS5,008 shares · 0.0% of their software$2.0MFlat
- OktaOKTA21,577 shares · 0.0% of their software$1.9MFlat
- ZoomZM21,449 shares · 0.0% of their software$1.9MFlat
- OpenTextOTEX56,280 shares · 0.0% of their software$1.8M+$1.1M
- Dave Inc.DAVE8,002 shares · 0.0% of their software$1.8MFlat
- MongoDBMDB4,133 shares · 0.0% of their software$1.7MFlat
- ACI WorldwideACIW34,311 shares · 0.0% of their software$1.6MFlat
- Gorilla Technology Group Inc.GRRR122,000 shares · 0.0% of their software · price −$920K$1.3MNew · +$2.3M
- DigitalOceanDOCN26,599 shares · 0.0% of their software$1.3MFlat
- SentinelOneS83,073 shares · 0.0% of their software$1.2M+$1.2M
- SoundHound AI, Inc.SOUN104,027 shares · 0.0% of their software · price −$636K$1.0M+$1.2M
- AkamaiAKAM11,845 shares · 0.0% of their software$1.0M−$1.9M
- Riskified Ltd.RSKD200,000 shares · 0.0% of their software$994KNew · +$936K
- Mitek Systems, Inc.MITK93,000 shares · 0.0% of their software$981KNew · +$909K
- PowerFleet, Inc.AIOT166,544 shares · 0.0% of their software$886KNew · +$873K
- F5, Inc.FFIV3,312 shares · 0.0% of their software$845K−$3.7M
- Corpay, Inc.CPAY2,799 shares · 0.0% of their software$842K−$5.2M
- Tyler TechnologiesTYL1,728 shares · 0.0% of their software$784KFlat
- N-ableNABL100,000 shares · 0.0% of their software$748KNew · +$780K
- DynatraceDT15,694 shares · 0.0% of their software$680KFlat
- NutanixNTNX12,118 shares · 0.0% of their software$626K−$1.1M
- Repay Holdings CorporationRPAY149,268 shares · 0.0% of their software$545KNew · +$781K
- ToastTOST15,114 shares · 0.0% of their software$537KFlat
- SamsaraIOT10,586 shares · 0.0% of their software$375KFlat
- YextYEXT46,103 shares · 0.0% of their software$372KFlat
- Check PointCHKP1,859 shares · 0.0% of their software$345KFlat
- C3.aiAI22,420 shares · 0.0% of their software$302KNew · Flat
- NICENICE2,444 shares · 0.0% of their software$276KNew · Flat
- UnityU5,007 shares · 0.0% of their software$221KFlat
- Alight, Inc.ALIT110,000 shares · 0.0% of their software$215KNew · Flat
- UiPathPATH12,353 shares · 0.0% of their software$202KNew · Flat
- Health CatalystHCAT80,100 shares · 0.0% of their software$191KNew · Flat