Generalist · Montrouge Cedex, France
Credit Agricole S A
Q1 2026 · compared with Q4 2025
- Software
- $3.6B
- Weight of 13F
- 11.6%
- Names
- 83
- Net bought
- −$177M
Call exposure on these names is $20.6M across 4 lines. Calls are not in the stock total.
1,079 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
- MicrosoftMSFT5,477,807 shares · 56.9% of their software · price −$621M$2.0B−$208M
- OracleORCL1,151,897 shares · 4.8% of their software · price −$55.1M$169M−$58.7M
- Uber Technologies, Inc.UBER2,212,454 shares · 4.5% of their software · price −$21.6M$159M+$6.2M
- SalesforceCRM827,309 shares · 4.3% of their software · price −$64.7M$154MFlat
- ServiceNowNOW1,232,084 shares · 3.6% of their software · price −$59.9M$129M−$26.6M
- PalantirPLTR681,686 shares · 2.8% of their software · price −$21.5M$99.7M+$63.2M
- Palo Alto NetworksPANW611,495 shares · 2.8% of their software · price −$14.6M$98.0M−$6.7M
- CloudflareNET403,181 shares · 2.3% of their software · price +$3.7M$83.2M−$6.5M
- IntuitINTU165,806 shares · 2.0% of their software · price −$38.1M$71.7M−$14.2M
- CrowdStrikeCRWD129,593 shares · 1.4% of their software · price −$10.2M$50.6M+$40.6M
- AutodeskADSK166,500 shares · 1.1% of their software · price −$9.4M$39.9M+$24.6M
- AppLovinAPP94,477 shares · 1.1% of their software · price −$26.1M$37.6M+$28.3M
- DatadogDDOG318,180 shares · 1.1% of their software · price −$5.7M$37.6M+$13.9M
- CadenceCDNS129,304 shares · 1.0% of their software · price −$4.5M$35.9M+$7.7M
- AdobeADBE141,070 shares · 1.0% of their software · price −$15.1M$34.3M+$16.1M
- SynopsysSNPS84,649 shares · 0.9% of their software · price −$6.2M$33.6M+$12.7M
- SnowflakeSNOW198,236 shares · 0.8% of their software · price −$13.6M$29.9M+$6.1M
- Roper Technologies, Inc.ROP51,306 shares · 0.5% of their software · price −$4.7M$18.2M−$6.9M
- ZscalerZS114,333 shares · 0.5% of their software · price −$9.7M$16.0M−$12.1M
- Strategy IncMSTR124,675 shares · 0.4% of their software · price −$3.4M$15.6M−$11.6M
- CoreWeave, Inc.CRWV195,375 shares · 0.4% of their software · price +$1.1M$15.1M+$9.2M
- FortinetFTNT168,020 shares · 0.4% of their software$13.7M+$5.9M
- VeevaVEEV70,733 shares · 0.3% of their software · price −$3.4M$12.4M+$11.1M
- Paychex, Inc.PAYX128,274 shares · 0.3% of their software · price −$2.6M$11.8M−$1.8M
- Automatic Data Processing, Inc.ADP56,398 shares · 0.3% of their software · price −$3.0M$11.5M−$47.1M
- ShopifySHOP94,505 shares · 0.3% of their software · price −$4.0M$11.2MFlat
- nCinoNCNO669,800 shares · 0.3% of their software · price −$7.1M$10.0M+$14.1M
- Fiserv, Inc.FISV174,972 shares · 0.3% of their software · price −$2.0M$9.8M−$819K
- JFrogFROG174,675 shares · 0.2% of their software · price −$2.7M$8.2MNew · +$10.9M
- DigitalOceanDOCN77,600 shares · 0.2% of their software · price +$2.9M$6.7M+$2.5M
- PTCPTC44,531 shares · 0.2% of their software · price −$1.4M$6.3M+$5.5M
- VeriSign, Inc.VRSN25,014 shares · 0.2% of their software$6.2M−$830K
- GigaCloud Technology Inc.GCT131,031 shares · 0.2% of their software · price +$799K$5.9M−$2.2M
- CoStarCSGP140,225 shares · 0.2% of their software · price −$3.8M$5.7M−$1.7M
- TrimbleTRMB85,755 shares · 0.2% of their software · price −$1.1M$5.6M−$1.0M
- Block, Inc.XYZ92,536 shares · 0.2% of their software$5.6M−$3.2M
- WaystarWAY172,576 shares · 0.1% of their software · price −$1.5M$4.2M−$10.7M
- BroadridgeBR25,245 shares · 0.1% of their software · price −$1.5M$4.1MFlat
- Fair IsaacFICO3,787 shares · 0.1% of their software · price −$2.4M$4.0M+$2.8M
- WorkdayWDAY30,626 shares · 0.1% of their software · price −$2.6M$4.0M−$954K
- Lyft, Inc.LYFT289,461 shares · 0.1% of their software · price −$1.8M$3.8M+$795K
- The Trade DeskTTD169,025 shares · 0.1% of their software · price −$2.6M$3.8MFlat
- GoDaddyGDDY41,808 shares · 0.1% of their software · price −$1.7M$3.5M−$806K
- ZoomZM42,548 shares · 0.1% of their software$3.4M+$1.8M
- AkamaiAKAM28,093 shares · 0.1% of their software · price +$775K$3.2M+$1.4M
- AtlassianTEAM46,911 shares · 0.1% of their software · price −$4.4M$3.2M+$3.3M
- VeriskVRSK14,318 shares · 0.1% of their software$2.7M−$8.5M
- StoneCo Ltd.STNE188,830 shares · 0.1% of their software$2.7MFlat
- InterDigital, Inc.IDCC8,050 shares · 0.1% of their software$2.4M−$2.5M
- NetApp, Inc.NTAP19,473 shares · 0.1% of their software$2.0M−$6.5M
- TwilioTWLO15,523 shares · 0.1% of their software$2.0MFlat
- Manhattan AssociatesMANH13,273 shares · 0.0% of their software · price −$533K$1.8MFlat
- Mitek Systems, Inc.MITK115,000 shares · 0.0% of their software$1.6MFlat
- Dave Inc.DAVE8,002 shares · 0.0% of their software$1.4MFlat
- MongoDBMDB5,454 shares · 0.0% of their software · price −$954K$1.3M+$554K
- Tyler TechnologiesTYL3,897 shares · 0.0% of their software$1.3M+$985K
- UiPathPATH118,439 shares · 0.0% of their software · price −$627K$1.3M+$1.7M
- HubSpotHUBS5,042 shares · 0.0% of their software · price −$793K$1.2MFlat
- SentinelOneS91,098 shares · 0.0% of their software$1.2MFlat
- OktaOKTA14,116 shares · 0.0% of their software$1.1M−$645K
- F5, Inc.FFIV3,468 shares · 0.0% of their software$1.0MFlat
- DocuSignDOCU20,665 shares · 0.0% of their software$980K−$601K
- Materialise NVMTLS196,950 shares · 0.0% of their software$973K−$1.4M
- SoundHound AI, Inc.SOUN133,013 shares · 0.0% of their software$914KFlat
- OpenTextOTEX36,842 shares · 0.0% of their software$819K−$633K
- Corpay, Inc.CPAY2,751 shares · 0.0% of their software$801KFlat
- Riskified Ltd.RSKD200,000 shares · 0.0% of their software$784KFlat
- DuolingoDUOL6,952 shares · 0.0% of their software · price −$535K$685K−$1.1M
- FreshworksFRSH83,000 shares · 0.0% of their software$666KNew · +$1.0M
- LiveRamp Holdings, Inc.RAMP24,500 shares · 0.0% of their software$650KNew · +$720K
- Five9FIVN42,000 shares · 0.0% of their software$637KNew · +$842K
- SamsaraIOT18,069 shares · 0.0% of their software$573KFlat
- YextYEXT149,000 shares · 0.0% of their software · price −$629K$572K+$829K
- SS&CSSNC8,071 shares · 0.0% of their software$545K−$4.8M
- UnityU21,949 shares · 0.0% of their software$482K+$748K
- FactSetFDS2,181 shares · 0.0% of their software$473K−$1.9M
- N-ableNABL100,000 shares · 0.0% of their software$467KFlat
- ToastTOST15,408 shares · 0.0% of their software$408KFlat
- Gen DigitalGEN20,501 shares · 0.0% of their software$386K−$1.8M
- NICENICE2,289 shares · 0.0% of their software$252KFlat
- Karooooo Ltd.KARO4,222 shares · 0.0% of their software$210KNew · Flat
- Check PointCHKP1,406 shares · 0.0% of their software$201KFlat
- Grab Holdings LimitedGRAB49,550 shares · 0.0% of their software$181K−$2.2M