Generalist · New York, NY
Lazard Asset Management
Q4 2022 · compared with Q3 2022
Filed as Lazard Asset Management LLC
- Software
- $5.4B
- Weight of 13F
- 8.3%
- Names
- 149
- Net bought
- −$154M
Filed 15 February 2023 · SEC filing.
2,080 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 2026159 names · $904K in calls, not in the total$5.3B−$174M
- Q1 2026149 names · $2.7M in calls, not in the total$5.1B+$459M
- Q4 2025147 names · $10.0M in calls, not in the total$6.1B−$1.5B
- Q3 2025152 names · $5.2M in calls, not in the total$8.3B+$483M
- Q2 2025178 names$7.8B+$623M
- Q1 2025169 names$6.0B+$385M
- Q4 2024164 names$6.3B−$668M
- Q3 2024163 names$6.9B−$1.1B
- Q2 2024151 names$8.2B−$497M
- Q1 2024147 names$8.4B+$165M
- Q4 2023151 names$7.6B+$136M
- Q3 2023149 names$6.3B−$60.1M
- Q2 2023148 names$6.7B−$301M
- Q1 2023143 names$6.1B−$186M
- Q4 2022149 names$5.4B−$154M
- Q3 2022132 names$5.3B−$181M
- Q2 2022135 names$5.9B+$484M
- Q1 2022129 names$6.8B−$172M
- Q4 2021123 names$7.7B−$296M
- Q3 2021115 names$7.3B−$284M
- Q2 2021105 names$7.4B+$496M
- Q1 202182 names$6.2B+$319M
- Q4 202088 names$5.7B−$236M
- Q3 202073 names$5.3B−$201M
- Q2 202072 names$5.2B+$286M
- Q1 202071 names$3.8B+$446M
- Q4 201964 names$3.8B+$386M
- Q3 201968 names$3.0B+$7.9M
- Q2 201954 names$3.1B+$62.2M
- Q1 201941 names$2.8B+$467M
- Q4 201836 names$1.9B+$122M
- Q3 201833 names$2.1B+$117M
- Q2 201833 names$1.7B+$99.5M
- Q1 201828 names$1.5B−$8.8M
- Q4 201726 names$1.4B+$79.5M
- Q3 201726 names$1.2B+$32.6M
- Q2 201725 names$1.1B−$139M
- Q1 201728 names$1.2B+$7.6M
- Q4 201626 names$1.1B+$20.8M
- Q3 201622 names$991M−$206M
- Q2 201623 names$1.1B—
What moved the book
The five software lines with the largest share change this quarter.
Software held
- MicrosoftMSFT10,231,779 shares · 45.8% of their software · price +$70.8M$2.5BFlat
- SalesforceCRM3,459,814 shares · 8.6% of their software · price −$38.9M$459M+$84.7M
- AdobeADBE1,249,824 shares · 7.9% of their software · price +$76.7M$421M+$26.1M
- Fiserv, Inc.FISV3,438,099 shares · 6.5% of their software · price +$25.8M$347M−$220M
- VeriSign, Inc.VRSN1,206,265 shares · 4.6% of their software · price +$38.3M$248M−$7.1M
- SynopsysSNPS716,454 shares · 4.3% of their software · price +$9.9M$229M+$13.9M
- VeriskVRSK1,205,157 shares · 4.0% of their software · price +$7.1M$213M+$59.1M
- PTCPTC1,445,600 shares · 3.2% of their software · price +$22.3M$174M−$6.0M
- AutodeskADSK593,100 shares · 2.1% of their software$111M−$9.8M
- TrimbleTRMB1,605,396 shares · 1.5% of their software · price −$6.0M$81.2M+$30.4M
- Paychex, Inc.PAYX699,580 shares · 1.5% of their software · price +$2.3M$80.8M+$5.5M
- CadenceCDNS448,781 shares · 1.3% of their software · price −$1.3M$72.1M−$33.5M
- IntuitINTU184,773 shares · 1.3% of their software$71.9M−$4.3M
- Amdocs LimitedDOX483,379 shares · 0.8% of their software · price +$5.5M$43.9M+$22.2M
- Automatic Data Processing, Inc.ADP129,571 shares · 0.6% of their software · price +$1.6M$30.9M+$660K
- Check PointCHKP244,197 shares · 0.6% of their software · price +$3.5M$30.8M+$751K
- Palo Alto NetworksPANW180,072 shares · 0.5% of their software · price −$4.4M$25.1M+$25.7M
- FortinetFTNT465,153 shares · 0.4% of their software$22.7M−$740K
- MorningstarMORN104,056 shares · 0.4% of their software$22.5M+$1.4M
- F5, Inc.FFIV120,320 shares · 0.3% of their software$17.3M−$2.3M
- FactSetFDS42,115 shares · 0.3% of their software$16.9M−$4.5M
- ServiceNowNOW35,874 shares · 0.3% of their software$13.9M+$1.3M
- Fair IsaacFICO22,530 shares · 0.3% of their software · price +$4.2M$13.5M+$8.5M
- VeevaVEEV81,666 shares · 0.2% of their software$13.2M−$6.5M
- DoximityDOCS276,847 shares · 0.2% of their software · price +$925K$9.3M−$1.7M
- Manhattan AssociatesMANH73,651 shares · 0.2% of their software · price −$857K$8.9MFlat
- PhreesiaPHR271,063 shares · 0.2% of their software · price +$1.9M$8.8M−$5.3M
- GoDaddyGDDY114,057 shares · 0.2% of their software$8.5M+$628K
- Donnelley Financial Solutions, Inc.DFIN212,811 shares · 0.2% of their software$8.2M−$1.9M
- SchrödingerSDGR410,490 shares · 0.1% of their software · price −$2.6M$7.7M−$5.9M
- PagSeguro Digital Ltd.PAGS860,382 shares · 0.1% of their software · price −$3.9M$7.5M−$1.1M
- N-ableNABL548,423 shares · 0.1% of their software · price +$576K$5.6MFlat
- Endava plcDAVA72,407 shares · 0.1% of their software$5.5M+$934K
- CrowdStrikeCRWD46,555 shares · 0.1% of their software · price −$2.8M$4.9M−$2.6M
- CertaraCERT261,806 shares · 0.1% of their software · price +$730K$4.2M−$7.8M
- NetApp, Inc.NTAP64,709 shares · 0.1% of their software$3.9M−$12.9M
- Tyler TechnologiesTYL11,760 shares · 0.1% of their software$3.8M+$1.8M
- DropboxDBX164,604 shares · 0.1% of their software$3.7M+$2.8M
- Health CatalystHCAT321,882 shares · 0.1% of their software$3.4M−$2.5M
- MongoDBMDB16,624 shares · 0.1% of their software$3.3M−$6.0M
- BILLBILL29,249 shares · 0.1% of their software · price −$685K$3.2M+$1.9M
- DatadogDDOG43,362 shares · 0.1% of their software · price −$663K$3.2M+$1.6M
- PaycomPAYC9,910 shares · 0.1% of their software$3.1M+$1.1M
- SnowflakeSNOW19,927 shares · 0.1% of their software · price −$526K$2.9M+$1.5M
- ZscalerZS23,697 shares · 0.0% of their software · price −$1.2M$2.7M−$1.1M
- The Trade DeskTTD58,775 shares · 0.0% of their software · price −$877K$2.6M+$3.1M
- QualysQLYS21,869 shares · 0.0% of their software · price −$594K$2.5M+$2.6M
- Uber Technologies, Inc.UBER90,386 shares · 0.0% of their software$2.2MFlat
- CoStarCSGP28,526 shares · 0.0% of their software$2.2M+$2.0M
- OracleORCL26,503 shares · 0.0% of their software · price +$548K$2.2MFlat
- CloudflareNET46,204 shares · 0.0% of their software$2.1M+$1.6M
- PaylocityPCTY7,967 shares · 0.0% of their software$1.5M+$1.0M
- Block, Inc.XYZ22,696 shares · 0.0% of their software$1.4MFlat
- ZoomInfoZI45,304 shares · 0.0% of their software$1.4M—
- Roper Technologies, Inc.ROP3,079 shares · 0.0% of their software$1.3M+$834K
- AkamaiAKAM15,674 shares · 0.0% of their software$1.3MFlat
- DocuSignDOCU17,186 shares · 0.0% of their software$951KFlat
- WorkdayWDAY4,333 shares · 0.0% of their software$724KFlat
- Remitly Global, Inc.RELY45,617 shares · 0.0% of their software$522KFlat
- Sprout SocialSPT8,287 shares · 0.0% of their software$467KFlat
- BoxBOX10,532 shares · 0.0% of their software$327KFlat
- Lyft, Inc.LYFT28,848 shares · 0.0% of their software$317KFlat
- SPS CommerceSPSC2,437 shares · 0.0% of their software$312KFlat
- International Money Express, Inc.IMXI12,668 shares · 0.0% of their software$308K−$933K
- GitLabGTLB6,538 shares · 0.0% of their software$297KFlat
- Sabre CorporationSABR47,417 shares · 0.0% of their software$293KFlat
- ZoomZM4,332 shares · 0.0% of their software$292KFlat
- ProgressPRGS4,594 shares · 0.0% of their software$231KFlat
- DoubleVerifyDV8,755 shares · 0.0% of their software$192KFlat
- PDF Solutions, Inc.PDFS6,705 shares · 0.0% of their software$191KFlat
- TenableTENB4,874 shares · 0.0% of their software$185KFlat
- A10 Networks, Inc.ATEN9,515 shares · 0.0% of their software$158KFlat
- WEX Inc.WEX966 shares · 0.0% of their software$158KFlat
- OktaOKTA2,297 shares · 0.0% of their software$156KFlat
- PagerDutyPD5,553 shares · 0.0% of their software$147KFlat
- Grab Holdings LimitedGRAB43,818 shares · 0.0% of their software$141KNew · Flat
- DescartesDSGX1,935 shares · 0.0% of their software$134KFlat
- SamsaraIOT10,226 shares · 0.0% of their software$127KNew · Flat
- monday.comMNDY972 shares · 0.0% of their software$118KFlat
- BlackLineBL1,675 shares · 0.0% of their software$112KFlat
- Repay Holdings CorporationRPAY13,790 shares · 0.0% of their software$111KNew · Flat
- WixWIX1,450 shares · 0.0% of their software$111KFlat
- ElasticESTC2,088 shares · 0.0% of their software$107KFlat
- i3 Verticals, Inc.IIIV4,071 shares · 0.0% of their software$99KFlat
- InterDigital, Inc.IDCC1,998 shares · 0.0% of their software$98KFlat
- CommvaultCVLT1,456 shares · 0.0% of their software$91KFlat
- AtlassianTEAM684 shares · 0.0% of their software$87KNew · Flat
- Agilysys, Inc.AGYS1,022 shares · 0.0% of their software$80KNew · Flat
- Bandwidth Inc.BAND3,497 shares · 0.0% of their software$80KFlat
- SentinelOneS5,255 shares · 0.0% of their software$76KFlat
- DomoDOMO5,268 shares · 0.0% of their software$75K—
- Alarm.com Holdings, Inc.ALRM1,484 shares · 0.0% of their software$73KFlat
- DHI Group, Inc.DHX13,930 shares · 0.0% of their software$73KFlat
- OpenTextOTEX2,429 shares · 0.0% of their software$71KNew · Flat
- DynatraceDT1,749 shares · 0.0% of their software$66KNew · Flat
- NetScout Systems, Inc.NTCT2,012 shares · 0.0% of their software$65KFlat
- Sportradar Group AGSRAD6,458 shares · 0.0% of their software$64KNew · Flat
- Five9FIVN918 shares · 0.0% of their software$62KFlat
- Simulations PlusSLP1,694 shares · 0.0% of their software$61KNew · Flat
- DuolingoDUOL816 shares · 0.0% of their software$58KNew · Flat
- TwilioTWLO1,169 shares · 0.0% of their software$57KFlat
- SprinklrCXM6,865 shares · 0.0% of their software$56KFlat
- VTEXVTEX14,979 shares · 0.0% of their software$56KNew · Flat
- Shift4 Payments, Inc.FOUR974 shares · 0.0% of their software$54KFlat
- Immersion CorporationIMMR7,738 shares · 0.0% of their software$54KNew · Flat
- ACI WorldwideACIW2,319 shares · 0.0% of their software$53KFlat
- Global-EGLBE2,612 shares · 0.0% of their software$53KNew · Flat
- SAPSAP510 shares · 0.0% of their software$52KFlat
- Intapp, Inc.INTA2,015 shares · 0.0% of their software$50KNew · Flat
- Consensus Cloud Solutions, Inc.CCSI903 shares · 0.0% of their software$48KNew · Flat
- SimilarwebSMWB7,454 shares · 0.0% of their software$47KNew · Flat
- VertexVERX3,173 shares · 0.0% of their software$46KNew · Flat
- DoceboDCBO1,379 shares · 0.0% of their software$45KFlat
- DigitalOceanDOCN1,780 shares · 0.0% of their software$45KFlat
- Mitek Systems, Inc.MITK4,655 shares · 0.0% of their software$45KFlat
- Ribbon Communications Inc.RBBN14,825 shares · 0.0% of their software$41KFlat
- EverCommerceEVCM5,398 shares · 0.0% of their software$40KFlat
- 8x8EGHT8,848 shares · 0.0% of their software$38K—
- JFrogFROG1,809 shares · 0.0% of their software$38KFlat
- nCinoNCNO1,415 shares · 0.0% of their software$37KFlat
- Tucows Inc.TCX1,074 shares · 0.0% of their software$36KNew · Flat
- ProcorePCOR757 shares · 0.0% of their software$35KFlat
- PubMaticPUBM2,753 shares · 0.0% of their software$35KFlat
- SemrushSEMR4,223 shares · 0.0% of their software$34K—
- TeradataTDC1,020 shares · 0.0% of their software$34KFlat
- Cellebrite DI Ltd.CLBT7,494 shares · 0.0% of their software$32KNew · Flat
- Digital TurbineAPPS2,072 shares · 0.0% of their software$31KNew · Flat
- FreshworksFRSH2,155 shares · 0.0% of their software$31KFlat
- AmplitudeAMPL2,540 shares · 0.0% of their software$30KNew · Flat
- DLocal LimitedDLO1,764 shares · 0.0% of their software$27KNew · Flat
- Daily Journal CorporationDJCO97 shares · 0.0% of their software$24KNew · Flat
- VaronisVRNS972 shares · 0.0% of their software$23KFlat
- Rapid7RPD557 shares · 0.0% of their software$18KFlat
- Q2QTWO655 shares · 0.0% of their software$17KFlat
- AlkamiALKT1,068 shares · 0.0% of their software$15KFlat
- RingCentralRNG341 shares · 0.0% of their software$12KFlat
- HubSpotHUBS41 shares · 0.0% of their software$11KFlat
- WorkivaWK100 shares · 0.0% of their software$8KNew · Flat
- Xperi Inc.XPER860 shares · 0.0% of their software$7KNew · Flat
- Calix, Inc.CALX100 shares · 0.0% of their software$6KNew · Flat
- ShopifySHOP200 shares · 0.0% of their software$6KFlat
- ToastTOST300 shares · 0.0% of their software$5KNew · Flat
- AsanaASAN200 shares · 0.0% of their software$2KFlat
- BroadridgeBR16 shares · 0.0% of their software$2KFlat
- LightspeedLSPD189 shares · 0.0% of their software$2KFlat
- Bentley SystemsBSY44 shares · 0.0% of their software$1KFlat
- EVERTEC, Inc.EVTC36 shares · 0.0% of their software$1KFlat
- Gen DigitalGEN74 shares · 0.0% of their software$1KFlat
- UnityU57 shares · 0.0% of their software$1KFlat