Generalist · New York, NY
Lazard Asset Management
Q1 2025 · compared with Q4 2024
Filed as Lazard Asset Management LLC
- Software
- $6.0B
- Weight of 13F
- 10.0%
- Names
- 169
- Net bought
- +$385M
Filed 15 May 2025 · SEC filing.
2,034 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
- MicrosoftMSFT7,834,373 shares · 49.4% of their software · price −$361M$2.9B−$57.6M
- AdobeADBE1,048,518 shares · 6.8% of their software · price −$64.1M$402MFlat
- SalesforceCRM1,262,603 shares · 5.7% of their software · price −$83.3M$339M+$208M
- WixWIX1,210,870 shares · 3.3% of their software · price −$62.0M$198M+$7.3M
- CadenceCDNS735,788 shares · 3.1% of their software · price −$33.9M$187M+$52.6M
- PTCPTC1,177,525 shares · 3.1% of their software · price −$34.1M$182M+$7.2M
- Fiserv, Inc.FISV756,756 shares · 2.8% of their software · price +$11.7M$167M+$53.2M
- AutodeskADSK610,134 shares · 2.7% of their software · price −$20.6M$160M+$5.8M
- TrimbleTRMB1,877,425 shares · 2.1% of their software · price −$9.4M$123M−$64.8M
- Check PointCHKP486,298 shares · 1.9% of their software · price +$20.0M$111M−$7.2M
- SynopsysSNPS250,485 shares · 1.8% of their software · price −$14.2M$107M+$29.9M
- NICENICE567,750 shares · 1.5% of their software · price −$8.9M$87.5M+$83.5M
- Corpay, Inc.CPAY247,093 shares · 1.4% of their software · price +$2.5M$86.2M−$5.8M
- IntuitINTU125,367 shares · 1.3% of their software · price −$1.8M$77.0M+$15.5M
- SAPSAP280,217 shares · 1.3% of their software · price +$6.2M$75.2M−$1.1M
- Manhattan AssociatesMANH375,683 shares · 1.1% of their software · price −$36.5M$65.0M−$6.3M
- Palo Alto NetworksPANW351,785 shares · 1.0% of their software · price −$4.0M$60.0M+$52.3M
- DigitalOceanDOCN1,234,467 shares · 0.7% of their software · price −$839K$41.2M−$28.1M
- VeriskVRSK132,317 shares · 0.7% of their software · price +$2.9M$39.4M−$3.4M
- ServiceNowNOW46,730 shares · 0.6% of their software · price −$12.3M$37.2M+$10.6M
- SchrödingerSDGR1,618,162 shares · 0.5% of their software · price +$728K$31.9M−$1.6M
- Automatic Data Processing, Inc.ADP98,882 shares · 0.5% of their software · price +$1.3M$30.2M+$5.1M
- FortinetFTNT244,526 shares · 0.4% of their software$23.5M−$4.0M
- F5, Inc.FFIV86,627 shares · 0.4% of their software · price +$1.3M$23.1M+$4.6M
- OracleORCL144,335 shares · 0.3% of their software · price −$3.9M$20.2M−$24.7M
- NetApp, Inc.NTAP216,168 shares · 0.3% of their software · price −$6.1M$19.0M+$798K
- AtlassianTEAM65,210 shares · 0.2% of their software · price −$2.0M$13.8M+$12.1M
- The Trade DeskTTD245,506 shares · 0.2% of their software · price −$15.4M$13.4M+$26.8M
- PalantirPLTR154,842 shares · 0.2% of their software · price +$1.4M$13.1MFlat
- Uber Technologies, Inc.UBER157,131 shares · 0.2% of their software · price +$2.0M$11.4M+$4.1M
- Euronet Worldwide, Inc.EEFT101,869 shares · 0.2% of their software$10.9M+$5.2M
- WorkdayWDAY40,845 shares · 0.2% of their software · price −$1.0M$9.5M−$3.2M
- Cellebrite DI Ltd.CLBT482,637 shares · 0.2% of their software · price −$1.3M$9.4M+$6.3M
- DoximityDOCS155,368 shares · 0.2% of their software · price +$721K$9.0M+$1.8M
- PaycomPAYC40,611 shares · 0.1% of their software · price +$549K$8.9M+$5.2M
- DocuSignDOCU108,542 shares · 0.1% of their software · price −$927K$8.8M−$7.0M
- AlkamiALKT319,922 shares · 0.1% of their software · price −$3.3M$8.4M+$9.4M
- Zeta GlobalZETA565,178 shares · 0.1% of their software · price −$2.5M$7.7M+$1.7M
- Full Truck Alliance Co. Ltd.YMM589,356 shares · 0.1% of their software · price +$1.1M$7.5MNew · +$6.4M
- AppLovinAPP27,047 shares · 0.1% of their software · price −$1.6M$7.2M−$9.7M
- PegasystemsPEGA101,567 shares · 0.1% of their software · price −$2.4M$7.1M−$572K
- Gen DigitalGEN262,845 shares · 0.1% of their software$7.0M+$1.8M
- NutanixNTNX93,363 shares · 0.1% of their software · price +$806K$6.5M+$5.3M
- PagSeguro Digital Ltd.PAGS815,317 shares · 0.1% of their software · price +$1.1M$6.2M+$619K
- Paychex, Inc.PAYX35,083 shares · 0.1% of their software$5.4M−$2.3M
- VeriSign, Inc.VRSN21,250 shares · 0.1% of their software · price +$997K$5.4M+$3.1M
- CommvaultCVLT32,854 shares · 0.1% of their software$5.2M−$1.7M
- SPS CommerceSPSC38,137 shares · 0.1% of their software · price −$2.0M$5.1M+$6.3M
- ZoomZM68,258 shares · 0.1% of their software · price −$535K$5.0M−$3.1M
- VeevaVEEV21,542 shares · 0.1% of their software$5.0M+$570K
- QualysQLYS36,322 shares · 0.1% of their software · price −$519K$4.6MFlat
- CrowdStrikeCRWD12,475 shares · 0.1% of their software$4.4M+$1.9M
- AppFolioAPPF19,396 shares · 0.1% of their software · price −$520K$4.3M−$2.3M
- Clear Secure, Inc.YOU154,755 shares · 0.1% of their software$4.0MFlat
- OneSpan Inc.OSPN260,704 shares · 0.1% of their software · price −$858K$4.0M+$4.1M
- DatadogDDOG39,386 shares · 0.1% of their software · price −$1.7M$3.9M−$13.6M
- AkamaiAKAM48,097 shares · 0.1% of their software · price −$729K$3.9M+$1.5M
- FreshworksFRSH258,409 shares · 0.1% of their software · price −$532K$3.6M+$2.3M
- MorningstarMORN10,463 shares · 0.1% of their software$3.1M+$3.0M
- NetScout Systems, Inc.NTCT147,906 shares · 0.1% of their software$3.1M+$3.0M
- RingCentralRNG114,465 shares · 0.0% of their software · price −$1.2M$2.8M−$3.1M
- A10 Networks, Inc.ATEN166,265 shares · 0.0% of their software$2.7M+$892K
- SnowflakeSNOW18,577 shares · 0.0% of their software$2.7M+$760K
- ElasticESTC29,086 shares · 0.0% of their software$2.6M+$583K
- TeradataTDC115,088 shares · 0.0% of their software · price −$998K$2.6M+$666K
- monday.comMNDY10,041 shares · 0.0% of their software$2.4M−$1.2M
- Bitdeer Technologies GroupBTDR272,950 shares · 0.0% of their software · price −$3.5M$2.4M+$5.7M
- SemrushSEMR251,826 shares · 0.0% of their software$2.3M—
- CourseraCOUR349,104 shares · 0.0% of their software · price −$642K$2.3MNew · +$3.0M
- Consensus Cloud Solutions, Inc.CCSI98,596 shares · 0.0% of their software$2.3M+$1.1M
- ProgressPRGS44,092 shares · 0.0% of their software · price −$601K$2.3M−$3.8M
- N-ableNABL317,279 shares · 0.0% of their software · price −$714K$2.2M+$1.6M
- Strategy IncMSTR7,162 shares · 0.0% of their software$2.1M+$1.8M
- Intapp, Inc.INTA34,869 shares · 0.0% of their software$2.0MFlat
- Sportradar Group AGSRAD89,738 shares · 0.0% of their software$1.9M−$1.7M
- ePlus inc.PLUS31,680 shares · 0.0% of their software$1.9M+$658K
- Sprout SocialSPT87,153 shares · 0.0% of their software · price −$760K$1.9M+$767K
- OktaOKTA18,011 shares · 0.0% of their software$1.9MFlat
- JFrogFROG56,731 shares · 0.0% of their software$1.8MFlat
- DoceboDCBO61,891 shares · 0.0% of their software · price −$994K$1.8M+$852K
- Agilysys, Inc.AGYS24,098 shares · 0.0% of their software · price −$1.4M$1.7M+$1.8M
- DoubleVerifyDV129,172 shares · 0.0% of their software · price −$754K$1.7MFlat
- Q2QTWO21,062 shares · 0.0% of their software$1.7M+$1.3M
- Red Violet, Inc.RDVT44,707 shares · 0.0% of their software$1.7MFlat
- OpenTextOTEX65,857 shares · 0.0% of their software$1.7MFlat
- ProcorePCOR22,482 shares · 0.0% of their software$1.5M+$550K
- WorkivaWK18,676 shares · 0.0% of their software · price −$627K$1.4MFlat
- Grab Holdings LimitedGRAB308,504 shares · 0.0% of their software$1.4M+$1.3M
- Shift4 Payments, Inc.FOUR17,060 shares · 0.0% of their software$1.4M+$1.8M
- SentinelOneS76,503 shares · 0.0% of their software$1.4MFlat
- Bandwidth Inc.BAND105,559 shares · 0.0% of their software$1.4MFlat
- Diebold Nixdorf, IncorporatedDBD31,099 shares · 0.0% of their software$1.4MNew · +$1.3M
- EVERTEC, Inc.EVTC33,031 shares · 0.0% of their software$1.2MNew · +$1.1M
- TenableTENB34,080 shares · 0.0% of their software$1.2MFlat
- GitLabGTLB23,693 shares · 0.0% of their software$1.1M−$1.4M
- GuidewireGWRE5,810 shares · 0.0% of their software$1.1MFlat
- BoxBOX33,182 shares · 0.0% of their software$1.0M−$841K
- PhreesiaPHR38,554 shares · 0.0% of their software$985KFlat
- Radware Ltd.RDWR41,986 shares · 0.0% of their software$907KFlat
- Alarm.com Holdings, Inc.ALRM15,607 shares · 0.0% of their software$868K−$3.0M
- Lyft, Inc.LYFT67,281 shares · 0.0% of their software$797KFlat
- VTEXVTEX128,723 shares · 0.0% of their software$652KFlat
- DuolingoDUOL1,956 shares · 0.0% of their software$606KFlat
- Fair IsaacFICO304 shares · 0.0% of their software$559KFlat
- WEX Inc.WEX3,544 shares · 0.0% of their software$555K−$680K
- Clearwater AnalyticsCWAN17,574 shares · 0.0% of their software$470K—
- Rubrik, Inc.RBRK7,364 shares · 0.0% of their software$448KFlat
- Donnelley Financial Solutions, Inc.DFIN9,815 shares · 0.0% of their software$429KFlat
- PagerDutyPD22,343 shares · 0.0% of their software$408KNew · Flat
- StoneCo Ltd.STNE38,110 shares · 0.0% of their software$399KFlat
- Health CatalystHCAT87,526 shares · 0.0% of their software$396KFlat
- BackblazeBLZE79,623 shares · 0.0% of their software$384KFlat
- LiveRamp Holdings, Inc.RAMP13,369 shares · 0.0% of their software$348KFlat
- ZscalerZS1,745 shares · 0.0% of their software$345K−$546K
- International Money Express, Inc.IMXI26,412 shares · 0.0% of their software$333KFlat
- InterDigital, Inc.IDCC1,431 shares · 0.0% of their software$295K−$2.7M
- ShopifySHOP3,075 shares · 0.0% of their software$293KNew · Flat
- Ribbon Communications Inc.RBBN72,268 shares · 0.0% of their software$283KFlat
- ZoomInfoZI26,118 shares · 0.0% of their software$260K—
- Karooooo Ltd.KARO5,706 shares · 0.0% of their software$242KFlat
- Rimini Street, Inc.RMNI65,821 shares · 0.0% of their software$229KNew · Flat
- ACI WorldwideACIW4,009 shares · 0.0% of their software$219K−$2.9M
- Global-EGLBE4,866 shares · 0.0% of their software$173KNew · Flat
- SimilarwebSMWB20,092 shares · 0.0% of their software$166K−$798K
- UnityU8,468 shares · 0.0% of their software$165KFlat
- MagniteMGNI14,182 shares · 0.0% of their software$160KFlat
- HubSpotHUBS272 shares · 0.0% of their software$155KFlat
- CloudflareNET1,377 shares · 0.0% of their software$155KFlat
- Upbound Group, Inc.UPBD6,433 shares · 0.0% of their software$153KFlat
- SS&CSSNC1,704 shares · 0.0% of their software$142K−$3.2M
- GoDaddyGDDY781 shares · 0.0% of their software$140KFlat
- Block, Inc.XYZ2,275 shares · 0.0% of their software$123K−$1.4M
- Five9FIVN4,508 shares · 0.0% of their software$122KFlat
- DropboxDBX4,339 shares · 0.0% of their software$115K−$6.8M
- UiPathPATH10,438 shares · 0.0% of their software$106KFlat
- Tuya Inc.TUYA32,019 shares · 0.0% of their software$97KNew · Flat
- C3.aiAI4,436 shares · 0.0% of their software$93KFlat
- DynatraceDT1,761 shares · 0.0% of their software$83KFlat
- Roper Technologies, Inc.ROP140 shares · 0.0% of their software$82KFlat
- VertexVERX2,335 shares · 0.0% of their software$81KFlat
- Viant Technology Inc.DSP6,477 shares · 0.0% of their software$80KNew · Flat
- Digital TurbineAPPS28,816 shares · 0.0% of their software$78KFlat
- Amdocs LimitedDOX825 shares · 0.0% of their software$75K−$1.0M
- Bentley SystemsBSY1,878 shares · 0.0% of their software$73KFlat
- BlackLineBL1,483 shares · 0.0% of their software$71K−$1.4M
- PubMaticPUBM7,652 shares · 0.0% of their software$69K−$1.6M
- MongoDBMDB380 shares · 0.0% of their software$66KFlat
- Mitek Systems, Inc.MITK7,205 shares · 0.0% of their software$59KFlat
- YextYEXT9,543 shares · 0.0% of their software$58KFlat
- FactSetFDS103 shares · 0.0% of their software$46KFlat
- Life360, Inc.LIF932 shares · 0.0% of their software$35KNew · Flat
- Riskified Ltd.RSKD7,419 shares · 0.0% of their software$34KFlat
- Thryv Holdings, Inc.THRY2,607 shares · 0.0% of their software$33KFlat
- Immersion CorporationIMMR4,289 shares · 0.0% of their software$32KFlat
- BroadridgeBR102 shares · 0.0% of their software$24KFlat
- Endava plcDAVA1,088 shares · 0.0% of their software$21KFlat
- Ooma, Inc.OOMA817 shares · 0.0% of their software$10KNew · Flat
- EverCommerceEVCM818 shares · 0.0% of their software$8KNew · Flat
- nCinoNCNO200 shares · 0.0% of their software$5K−$1.1M
- Yalla Group LimitedYALA1,016 shares · 0.0% of their software$5KFlat
- TwilioTWLO44 shares · 0.0% of their software$4K−$824K
- Joint Stock Company Kaspi.kzKSPI38 shares · 0.0% of their software$3KFlat
- SprinklrCXM328 shares · 0.0% of their software$2KFlat
- HeartCore Enterprises, Inc.HTCR2,866 shares · 0.0% of their software$2KFlat
- Remitly Global, Inc.RELY124 shares · 0.0% of their software$2KFlat
- VaronisVRNS69 shares · 0.0% of their software$2KFlat
- Dave Inc.DAVE14 shares · 0.0% of their software$1KNew · Flat
- SamsaraIOT32 shares · 0.0% of their software$1KNew · Flat
- Rapid7RPD54 shares · 0.0% of their software$1KFlat