Generalist · New York, NY
Lazard Asset Management
Q4 2024 · compared with Q3 2024
Filed as Lazard Asset Management LLC
- Software
- $6.3B
- Weight of 13F
- 10.0%
- Names
- 164
- Net bought
- −$668M
Filed 14 February 2025 · SEC filing.
2,038 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
- MicrosoftMSFT7,970,981 shares · 53.1% of their software · price −$70.1M$3.4B−$717M
- AdobeADBE1,047,885 shares · 7.4% of their software · price −$76.6M$466M−$51.7M
- WixWIX1,176,810 shares · 4.0% of their software · price +$55.8M$252M−$43.1M
- SalesforceCRM640,162 shares · 3.4% of their software · price +$38.8M$214M−$7.9M
- PTCPTC1,138,355 shares · 3.3% of their software · price +$3.7M$209M+$11.6M
- TrimbleTRMB2,794,854 shares · 3.1% of their software · price +$24.0M$197MFlat
- AutodeskADSK590,571 shares · 2.8% of their software · price +$11.9M$175M+$9.2M
- CadenceCDNS560,704 shares · 2.7% of their software · price +$16.5M$168M+$7.4M
- Manhattan AssociatesMANH399,066 shares · 1.7% of their software · price −$4.4M$108M+$107M
- Fiserv, Inc.FISV497,930 shares · 1.6% of their software · price +$12.8M$102M−$100M
- Check PointCHKP524,875 shares · 1.5% of their software · price −$3.2M$98.0M+$23.4M
- SynopsysSNPS188,823 shares · 1.4% of their software · price −$4.0M$91.6M−$1.7M
- Corpay, Inc.CPAY264,233 shares · 1.4% of their software · price +$6.8M$89.4M+$9.7M
- DigitalOceanDOCN2,058,845 shares · 1.1% of their software · price −$13.0M$70.1M−$5.0M
- SAPSAP284,605 shares · 1.1% of their software · price +$4.9M$70.1MFlat
- IntuitINTU100,681 shares · 1.0% of their software · price +$755K$63.3M+$8.5M
- OracleORCL292,805 shares · 0.8% of their software · price −$1.1M$48.8M+$15.2M
- VeriskVRSK144,732 shares · 0.6% of their software · price +$1.1M$39.9M−$5.1M
- ServiceNowNOW36,749 shares · 0.6% of their software · price +$6.1M$39.0M+$6.6M
- SchrödingerSDGR1,700,909 shares · 0.5% of their software · price +$1.3M$32.8M+$1.1M
- FortinetFTNT286,416 shares · 0.4% of their software · price +$4.8M$27.1M+$6.6M
- NetApp, Inc.NTAP209,295 shares · 0.4% of their software · price −$1.6M$24.3M+$5.9M
- Automatic Data Processing, Inc.ADP81,589 shares · 0.4% of their software · price +$1.3M$23.9MFlat
- DatadogDDOG134,788 shares · 0.3% of their software · price +$3.8M$19.3M+$2.5M
- AppLovinAPP56,855 shares · 0.3% of their software · price +$11.0M$18.4M−$1.9M
- F5, Inc.FFIV68,306 shares · 0.3% of their software · price +$2.1M$17.2M+$13.5M
- DocuSignDOCU185,853 shares · 0.3% of their software · price +$5.2M$16.7M+$1.6M
- WorkdayWDAY53,212 shares · 0.2% of their software · price +$725K$13.7M+$4.3M
- NICENICE76,204 shares · 0.2% of their software$12.9M−$5.4M
- Palo Alto NetworksPANW64,362 shares · 0.2% of their software · price −$10.3M$11.7M+$15.1M
- PalantirPLTR149,480 shares · 0.2% of their software · price +$5.7M$11.3MFlat
- PegasystemsPEGA107,703 shares · 0.2% of their software · price +$2.2M$10.0M−$653K
- ZoomZM106,301 shares · 0.1% of their software · price +$1.3M$8.7M−$1.1M
- Zeta GlobalZETA468,194 shares · 0.1% of their software · price −$5.5M$8.4M+$8.0M
- Paychex, Inc.PAYX51,820 shares · 0.1% of their software$7.3MFlat
- RingCentralRNG202,828 shares · 0.1% of their software · price +$686K$7.1M+$3.0M
- AppFolioAPPF28,561 shares · 0.1% of their software$7.0M+$1.0M
- DropboxDBX231,691 shares · 0.1% of their software · price +$1.1M$7.0MFlat
- ProgressPRGS101,842 shares · 0.1% of their software$6.6M+$4.4M
- CommvaultCVLT43,802 shares · 0.1% of their software$6.6M−$998K
- DoximityDOCS122,585 shares · 0.1% of their software · price +$1.2M$6.5M−$3.2M
- Gen DigitalGEN198,393 shares · 0.1% of their software$5.4M+$4.6M
- Uber Technologies, Inc.UBER89,330 shares · 0.1% of their software · price −$1.3M$5.4M+$1.7M
- QualysQLYS38,097 shares · 0.1% of their software$5.3MFlat
- Euronet Worldwide, Inc.EEFT50,871 shares · 0.1% of their software$5.2M−$4.6M
- PagSeguro Digital Ltd.PAGS716,486 shares · 0.1% of their software · price −$1.7M$4.5M−$3.9M
- Cellebrite DI Ltd.CLBT197,488 shares · 0.1% of their software · price +$1.0M$4.4MFlat
- Clear Secure, Inc.YOU161,891 shares · 0.1% of their software · price −$1.1M$4.3M+$1.5M
- Alarm.com Holdings, Inc.ALRM65,417 shares · 0.1% of their software$4.0M+$2.3M
- VeevaVEEV18,830 shares · 0.1% of their software$4.0M−$1.0M
- Alight, Inc.ALIT553,023 shares · 0.1% of their software$3.8M−$636K
- AtlassianTEAM15,457 shares · 0.1% of their software · price +$1.3M$3.8MFlat
- monday.comMNDY15,003 shares · 0.1% of their software · price −$635K$3.5M−$673K
- SS&CSSNC43,571 shares · 0.1% of their software$3.3MFlat
- Sportradar Group AGSRAD187,028 shares · 0.1% of their software · price +$978K$3.2M+$1.4M
- ACI WorldwideACIW60,605 shares · 0.0% of their software$3.1M+$1.2M
- PaycomPAYC15,322 shares · 0.0% of their software · price +$588K$3.1M+$662K
- AkamaiAKAM32,617 shares · 0.0% of their software$3.1M+$1.5M
- InterDigital, Inc.IDCC15,409 shares · 0.0% of their software · price +$803K$3.0MFlat
- TeradataTDC93,715 shares · 0.0% of their software$2.9M+$2.7M
- GitLabGTLB49,214 shares · 0.0% of their software$2.8M+$1.8M
- CrowdStrikeCRWD6,919 shares · 0.0% of their software$2.4MFlat
- ElasticESTC23,198 shares · 0.0% of their software · price +$518K$2.3MFlat
- AlkamiALKT62,505 shares · 0.0% of their software$2.3M+$628K
- A10 Networks, Inc.ATEN117,788 shares · 0.0% of their software$2.2M+$503K
- SnowflakeSNOW13,658 shares · 0.0% of their software · price +$540K$2.1MFlat
- The Trade DeskTTD17,869 shares · 0.0% of their software$2.1M−$1.1M
- DoubleVerifyDV105,046 shares · 0.0% of their software$2.0M+$598K
- FreshworksFRSH119,030 shares · 0.0% of their software · price +$558K$1.9MFlat
- DoceboDCBO42,859 shares · 0.0% of their software$1.9M+$888K
- Sprout SocialSPT62,176 shares · 0.0% of their software$1.9M+$555K
- BoxBOX59,803 shares · 0.0% of their software$1.9M−$1.8M
- Intapp, Inc.INTA28,952 shares · 0.0% of their software$1.9MFlat
- Clearwater AnalyticsCWAN66,829 shares · 0.0% of their software$1.8M—
- PubMaticPUBM117,149 shares · 0.0% of their software$1.7M+$606K
- WorkivaWK15,573 shares · 0.0% of their software$1.7M+$1.2M
- ePlus inc.PLUS22,773 shares · 0.0% of their software · price −$557K$1.7M+$637K
- Tyler TechnologiesTYL2,859 shares · 0.0% of their software$1.6M+$1.4M
- Block, Inc.XYZ18,899 shares · 0.0% of their software$1.6M−$522K
- BlackLineBL25,097 shares · 0.0% of their software$1.5MFlat
- Bandwidth Inc.BAND89,455 shares · 0.0% of their software$1.5M+$551K
- OpenTextOTEX53,656 shares · 0.0% of their software$1.5M+$900K
- SemrushSEMR115,872 shares · 0.0% of their software$1.4M—
- N-ableNABL147,104 shares · 0.0% of their software · price −$547K$1.4MFlat
- Agilysys, Inc.AGYS10,359 shares · 0.0% of their software$1.4M+$990K
- DescartesDSGX11,866 shares · 0.0% of their software$1.3MNew · +$1.2M
- VeriSign, Inc.VRSN6,414 shares · 0.0% of their software$1.3MFlat
- SentinelOneS59,442 shares · 0.0% of their software$1.3MFlat
- JFrogFROG44,337 shares · 0.0% of their software$1.3MFlat
- WEX Inc.WEX7,422 shares · 0.0% of their software$1.3MFlat
- Consensus Cloud Solutions, Inc.CCSI52,972 shares · 0.0% of their software$1.3MNew · +$1.2M
- Red Violet, Inc.RDVT34,518 shares · 0.0% of their software$1.2MFlat
- BlackbaudBLKB16,379 shares · 0.0% of their software$1.2MFlat
- OktaOKTA14,791 shares · 0.0% of their software$1.2MFlat
- nCinoNCNO34,011 shares · 0.0% of their software$1.1MFlat
- ProcorePCOR15,141 shares · 0.0% of their software$1.1MFlat
- TenableTENB28,349 shares · 0.0% of their software$1.1MFlat
- Amdocs LimitedDOX12,812 shares · 0.0% of their software$1.1MFlat
- SimilarwebSMWB76,415 shares · 0.0% of their software$1.1MFlat
- PhreesiaPHR42,977 shares · 0.0% of their software$1.1M−$530K
- GuidewireGWRE5,511 shares · 0.0% of their software$928KNew · +$1.0M
- ZscalerZS4,771 shares · 0.0% of their software$860KFlat
- Radware Ltd.RDWR37,669 shares · 0.0% of their software$848K+$837K
- TwilioTWLO7,672 shares · 0.0% of their software$829K−$896K
- Fair IsaacFICO409 shares · 0.0% of their software$813KFlat
- Q2QTWO7,796 shares · 0.0% of their software$784K−$777K
- SPS CommerceSPSC4,075 shares · 0.0% of their software$749KFlat
- OneSpan Inc.OSPN38,355 shares · 0.0% of their software$710KFlat
- Health CatalystHCAT97,556 shares · 0.0% of their software$689K−$926K
- BILLBILL8,008 shares · 0.0% of their software$678KFlat
- VTEXVTEX106,272 shares · 0.0% of their software$625KFlat
- Lyft, Inc.LYFT45,974 shares · 0.0% of their software$592KNew · +$586K
- MorningstarMORN1,690 shares · 0.0% of their software$569KNew · +$539K
- Thryv Holdings, Inc.THRY34,261 shares · 0.0% of their software$507KFlat
- Daily Journal CorporationDJCO872 shares · 0.0% of their software$495KFlat
- Donnelley Financial Solutions, Inc.DFIN6,956 shares · 0.0% of their software$436KFlat
- NutanixNTNX6,976 shares · 0.0% of their software$426KFlat
- StoneCo Ltd.STNE52,027 shares · 0.0% of their software$414KFlat
- Immersion CorporationIMMR47,418 shares · 0.0% of their software$413KFlat
- DuolingoDUOL1,143 shares · 0.0% of their software$369KFlat
- LiveRamp Holdings, Inc.RAMP11,053 shares · 0.0% of their software$334KFlat
- Rubrik, Inc.RBRK5,031 shares · 0.0% of their software$327KFlat
- SprinklrCXM31,279 shares · 0.0% of their software$264KFlat
- GoDaddyGDDY1,280 shares · 0.0% of their software$251K−$2.9M
- International Money Express, Inc.IMXI11,361 shares · 0.0% of their software$235KFlat
- MagniteMGNI14,755 shares · 0.0% of their software$234KFlat
- Strategy IncMSTR803 shares · 0.0% of their software$232K−$2.9M
- NetScout Systems, Inc.NTCT10,613 shares · 0.0% of their software$229KNew · Flat
- Karooooo Ltd.KARO4,961 shares · 0.0% of their software$223KFlat
- Ribbon Communications Inc.RBBN52,588 shares · 0.0% of their software$218KFlat
- ZoomInfoZI18,934 shares · 0.0% of their software$197K—
- Five9FIVN4,693 shares · 0.0% of their software$190KFlat
- Grab Holdings LimitedGRAB38,629 shares · 0.0% of their software$182KFlat
- Bitdeer Technologies GroupBTDR7,667 shares · 0.0% of their software$166KFlat
- VertexVERX2,488 shares · 0.0% of their software$132KFlat
- HubSpotHUBS172 shares · 0.0% of their software$119KFlat
- UnityU5,319 shares · 0.0% of their software$118KFlat
- C3.aiAI2,776 shares · 0.0% of their software$94KNew · Flat
- BackblazeBLZE14,995 shares · 0.0% of their software$90KFlat
- DynatraceDT1,654 shares · 0.0% of their software$89K−$4.5M
- MongoDBMDB380 shares · 0.0% of their software$88KFlat
- UiPathPATH6,476 shares · 0.0% of their software$82KFlat
- Roper Technologies, Inc.ROP148 shares · 0.0% of their software$76KFlat
- YextYEXT10,549 shares · 0.0% of their software$67KFlat
- Digital TurbineAPPS32,149 shares · 0.0% of their software$54KNew · Flat
- Upbound Group, Inc.UPBD1,866 shares · 0.0% of their software$53KFlat
- FactSetFDS103 shares · 0.0% of their software$49KFlat
- CloudflareNET458 shares · 0.0% of their software$49K−$857K
- Mitek Systems, Inc.MITK3,631 shares · 0.0% of their software$40KNew · Flat
- Riskified Ltd.RSKD8,199 shares · 0.0% of their software$38KNew · Flat
- Endava plcDAVA1,088 shares · 0.0% of their software$33KFlat
- BroadridgeBR112 shares · 0.0% of their software$25KFlat
- Yalla Group LimitedYALA1,016 shares · 0.0% of their software$4KFlat
- Joint Stock Company Kaspi.kzKSPI38 shares · 0.0% of their software$3KFlat
- Remitly Global, Inc.RELY140 shares · 0.0% of their software$3KFlat
- ReposiTrak, Inc.TRAK155 shares · 0.0% of their software$3KFlat
- VaronisVRNS69 shares · 0.0% of their software$3KFlat
- Paysafe LimitedPSFE161 shares · 0.0% of their software$2KNew · Flat
- Rapid7RPD54 shares · 0.0% of their software$2KFlat
- Bentley SystemsBSY36 shares · 0.0% of their software$1KFlat
- CoStarCSGP22 shares · 0.0% of their software$1KFlat
- Shift4 Payments, Inc.FOUR19 shares · 0.0% of their software$1KNew · Flat
- HeartCore Enterprises, Inc.HTCR823 shares · 0.0% of their software$1KNew · Flat
- PaylocityPCTY8 shares · 0.0% of their software$1KFlat