Generalist · New York, NY
Lazard Asset Management
Q2 2025 · compared with Q1 2025
Filed as Lazard Asset Management LLC
- Software
- $7.8B
- Weight of 13F
- 11.9%
- Names
- 178
- Net bought
- +$623M
Filed 14 August 2025 · SEC filing.
2,029 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
- MicrosoftMSFT7,614,015 shares · 48.6% of their software · price +$929M$3.8B−$82.7M
- SalesforceCRM1,316,727 shares · 4.6% of their software · price +$5.7M$359M+$14.5M
- CadenceCDNS954,414 shares · 3.8% of their software · price +$51.4M$294M+$55.6M
- AdobeADBE749,138 shares · 3.7% of their software · price +$2.5M$290M−$115M
- PTCPTC1,547,622 shares · 3.4% of their software · price +$26.9M$267M+$57.3M
- AutodeskADSK830,938 shares · 3.3% of their software · price +$39.7M$257M+$57.8M
- IntuitINTU315,628 shares · 3.2% of their software · price +$54.8M$249M+$117M
- WixWIX1,542,153 shares · 3.1% of their software · price −$7.6M$244M+$54.1M
- Fiserv, Inc.FISV1,370,640 shares · 3.0% of their software · price −$66.4M$236M+$136M
- NICENICE1,226,920 shares · 2.7% of their software · price +$18.1M$207M+$102M
- SynopsysSNPS303,046 shares · 2.0% of their software · price +$25.4M$155M+$22.5M
- TrimbleTRMB1,905,873 shares · 1.9% of their software · price +$19.7M$145M+$1.9M
- Check PointCHKP548,705 shares · 1.6% of their software · price −$3.7M$121M+$14.2M
- Palo Alto NetworksPANW471,343 shares · 1.2% of their software · price +$16.0M$96.5M+$20.4M
- SAPSAP274,298 shares · 1.1% of their software · price +$9.8M$83.4M−$1.6M
- VeriskVRSK266,283 shares · 1.1% of their software · price +$3.7M$82.9M+$39.9M
- Manhattan AssociatesMANH401,226 shares · 1.0% of their software · price +$9.8M$79.2M+$4.4M
- Corpay, Inc.CPAY214,023 shares · 0.9% of their software · price −$3.6M$71.0M−$11.5M
- ServiceNowNOW49,584 shares · 0.7% of their software · price +$11.5M$51.0M+$2.3M
- DigitalOceanDOCN1,660,731 shares · 0.6% of their software · price −$8.0M$47.4M+$14.2M
- PalantirPLTR221,310 shares · 0.4% of their software · price +$11.5M$30.2M+$5.6M
- SchrödingerSDGR1,419,207 shares · 0.4% of their software · price +$539K$28.6M−$3.9M
- OracleORCL126,004 shares · 0.4% of their software · price +$9.9M$27.5M−$2.6M
- The Trade DeskTTD378,815 shares · 0.4% of their software · price +$6.5M$27.3M+$7.3M
- Euronet Worldwide, Inc.EEFT267,754 shares · 0.3% of their software · price −$1.5M$27.1M+$17.7M
- Uber Technologies, Inc.UBER265,293 shares · 0.3% of their software · price +$5.4M$24.8M+$7.9M
- NetApp, Inc.NTAP208,865 shares · 0.3% of their software · price +$3.9M$22.3M−$641K
- WorkdayWDAY91,287 shares · 0.3% of their software · price +$591K$21.9M+$11.8M
- F5, Inc.FFIV64,578 shares · 0.2% of their software · price +$1.8M$19.0M−$5.9M
- Gen DigitalGEN617,472 shares · 0.2% of their software · price +$1.8M$18.2M+$9.4M
- Automatic Data Processing, Inc.ADP58,723 shares · 0.2% of their software$18.1M−$12.3M
- AtlassianTEAM81,889 shares · 0.2% of their software · price −$747K$16.6M+$3.5M
- PegasystemsPEGA298,191 shares · 0.2% of their software · price −$4.6M$16.1M+$13.7M
- VeevaVEEV54,670 shares · 0.2% of their software · price +$3.1M$15.7M+$7.7M
- MorningstarMORN48,952 shares · 0.2% of their software · price +$688K$15.4M+$11.5M
- DoximityDOCS237,851 shares · 0.2% of their software · price +$787K$14.6M+$4.8M
- Bitdeer Technologies GroupBTDR1,270,707 shares · 0.2% of their software · price +$3.4M$14.6M+$8.8M
- FortinetFTNT125,082 shares · 0.2% of their software · price +$1.2M$13.2M−$11.5M
- NutanixNTNX152,514 shares · 0.1% of their software · price +$1.0M$11.7M+$4.1M
- AppLovinAPP33,046 shares · 0.1% of their software · price +$2.8M$11.6M+$1.6M
- PaycomPAYC48,788 shares · 0.1% of their software · price +$630K$11.3M+$1.8M
- CourseraCOUR1,259,227 shares · 0.1% of their software · price +$2.6M$11.0M+$6.1M
- Clear Secure, Inc.YOU364,461 shares · 0.1% of their software · price +$674K$10.1M+$5.4M
- Full Truck Alliance Co. Ltd.YMM697,090 shares · 0.1% of their software · price −$669K$8.2M+$1.4M
- PagSeguro Digital Ltd.PAGS841,711 shares · 0.1% of their software · price +$1.7M$8.1MFlat
- SPS CommerceSPSC58,280 shares · 0.1% of their software$7.9M+$2.7M
- Tyler TechnologiesTYL13,297 shares · 0.1% of their software$7.9MNew · +$7.7M
- InterDigital, Inc.IDCC33,951 shares · 0.1% of their software · price +$593K$7.6M+$6.7M
- RingCentralRNG265,963 shares · 0.1% of their software · price +$955K$7.5M+$3.8M
- Cellebrite DI Ltd.CLBT435,669 shares · 0.1% of their software · price −$1.5M$7.0M−$913K
- Alarm.com Holdings, Inc.ALRM122,164 shares · 0.1% of their software$6.9M+$5.9M
- DocuSignDOCU86,707 shares · 0.1% of their software$6.8M−$1.8M
- Amdocs LimitedDOX73,228 shares · 0.1% of their software$6.7M+$6.6M
- NetScout Systems, Inc.NTCT266,309 shares · 0.1% of their software · price +$1.0M$6.6M+$2.5M
- Zeta GlobalZETA381,037 shares · 0.1% of their software · price +$735K$5.9M−$2.5M
- CommvaultCVLT33,327 shares · 0.1% of their software · price +$552K$5.8MFlat
- DatadogDDOG40,076 shares · 0.1% of their software · price +$1.4M$5.4MFlat
- CrowdStrikeCRWD10,191 shares · 0.1% of their software · price +$1.6M$5.2M−$805K
- GoDaddyGDDY27,694 shares · 0.1% of their software$5.0M+$4.8M
- SnowflakeSNOW21,104 shares · 0.1% of their software · price +$1.6M$4.7MFlat
- Sportradar Group AGSRAD166,452 shares · 0.1% of their software · price +$1.1M$4.7M+$1.7M
- OneSpan Inc.OSPN265,854 shares · 0.1% of their software$4.4MFlat
- Grab Holdings LimitedGRAB840,638 shares · 0.1% of their software$4.2M+$2.4M
- TeradataTDC187,600 shares · 0.1% of their software$4.2M+$1.6M
- FreshworksFRSH267,768 shares · 0.1% of their software$4.0MFlat
- ACI WorldwideACIW83,387 shares · 0.0% of their software · price −$734K$3.8M+$4.3M
- AkamaiAKAM47,698 shares · 0.0% of their software$3.8MFlat
- LiveRamp Holdings, Inc.RAMP102,131 shares · 0.0% of their software · price +$705K$3.4M+$2.3M
- DoubleVerifyDV196,477 shares · 0.0% of their software$2.9M+$900K
- JFrogFROG66,989 shares · 0.0% of their software · price +$796K$2.9MFlat
- Agilysys, Inc.AGYS24,331 shares · 0.0% of their software · price +$1.0M$2.8MFlat
- Paychex, Inc.PAYX18,257 shares · 0.0% of their software$2.7M−$2.6M
- Strategy IncMSTR6,567 shares · 0.0% of their software · price +$762K$2.7MFlat
- N-ableNABL319,379 shares · 0.0% of their software$2.6MFlat
- monday.comMNDY8,073 shares · 0.0% of their software · price +$576K$2.5MFlat
- CCC Intelligent Solutions Holdings Inc.CCC269,624 shares · 0.0% of their software$2.5MNew · +$2.4M
- ElasticESTC29,653 shares · 0.0% of their software$2.5MFlat
- ProgressPRGS38,624 shares · 0.0% of their software$2.5MFlat
- SentinelOneS132,319 shares · 0.0% of their software$2.4M+$1.0M
- Sprout SocialSPT114,060 shares · 0.0% of their software$2.4M+$592K
- ePlus inc.PLUS31,946 shares · 0.0% of their software$2.3MFlat
- Q2QTWO24,100 shares · 0.0% of their software$2.3MFlat
- Red Violet, Inc.RDVT44,685 shares · 0.0% of their software · price +$519K$2.2MFlat
- Intapp, Inc.INTA42,457 shares · 0.0% of their software$2.2MFlat
- VTEXVTEX316,400 shares · 0.0% of their software$2.1M+$952K
- DoceboDCBO71,650 shares · 0.0% of their software$2.1MFlat
- OpenTextOTEX66,512 shares · 0.0% of their software$1.9MFlat
- WEX Inc.WEX12,043 shares · 0.0% of their software$1.8M+$1.3M
- Diebold Nixdorf, IncorporatedDBD31,421 shares · 0.0% of their software$1.7MFlat
- SemrushSEMR181,382 shares · 0.0% of their software$1.6M—
- BackblazeBLZE289,461 shares · 0.0% of their software$1.6M+$1.0M
- Calix, Inc.CALX28,097 shares · 0.0% of their software$1.5MNew · +$996K
- GuidewireGWRE6,257 shares · 0.0% of their software$1.5MFlat
- AvePointAVPT74,811 shares · 0.0% of their software$1.4MNew · +$1.1M
- DescartesDSGX13,693 shares · 0.0% of their software$1.4MNew · +$1.4M
- Rapid7RPD57,707 shares · 0.0% of their software$1.3M+$1.5M
- Radware Ltd.RDWR44,218 shares · 0.0% of their software$1.3MFlat
- EVERTEC, Inc.EVTC33,598 shares · 0.0% of their software$1.2MFlat
- Lyft, Inc.LYFT75,117 shares · 0.0% of their software$1.2MFlat
- CertaraCERT99,854 shares · 0.0% of their software$1.2MNew · +$989K
- PaymentusPAY35,203 shares · 0.0% of their software$1.2MNew · +$919K
- BoxBOX32,423 shares · 0.0% of their software$1.1MFlat
- VeriSign, Inc.VRSN3,540 shares · 0.0% of their software$1.0M−$4.5M
- QualysQLYS7,025 shares · 0.0% of their software$1.0M−$3.7M
- StoneCo Ltd.STNE60,063 shares · 0.0% of their software$963KFlat
- DuolingoDUOL2,208 shares · 0.0% of their software$903KFlat
- DynatraceDT16,246 shares · 0.0% of their software$896K+$683K
- Fair IsaacFICO491 shares · 0.0% of their software$896KFlat
- CloudflareNET4,525 shares · 0.0% of their software$885KFlat
- A10 Networks, Inc.ATEN40,668 shares · 0.0% of their software$785K−$2.1M
- UnityU28,326 shares · 0.0% of their software$685KFlat
- DropboxDBX23,474 shares · 0.0% of their software$671K+$511K
- Cognyte Software Ltd.CGNT71,374 shares · 0.0% of their software$659KNew · +$557K
- Rubrik, Inc.RBRK7,359 shares · 0.0% of their software$658KFlat
- ShopifySHOP5,356 shares · 0.0% of their software$617KFlat
- Block, Inc.XYZ9,023 shares · 0.0% of their software$612KFlat
- AppFolioAPPF2,425 shares · 0.0% of their software$557K−$3.7M
- Donnelley Financial Solutions, Inc.DFIN9,037 shares · 0.0% of their software$557KFlat
- SamsaraIOT13,692 shares · 0.0% of their software$544K+$524K
- EverCommerceEVCM49,859 shares · 0.0% of their software$523KFlat
- OktaOKTA5,043 shares · 0.0% of their software$504K−$1.4M
- CoreWeave, Inc.CRWV3,090 shares · 0.0% of their software$503KNew · Flat
- TwilioTWLO3,958 shares · 0.0% of their software$492KFlat
- Clearwater AnalyticsCWAN19,913 shares · 0.0% of their software$435K—
- ProcorePCOR5,382 shares · 0.0% of their software$368K−$1.1M
- ZoomZM4,298 shares · 0.0% of their software$335K−$4.7M
- ZscalerZS986 shares · 0.0% of their software$309KFlat
- Health CatalystHCAT81,537 shares · 0.0% of their software$307KFlat
- MagniteMGNI12,729 shares · 0.0% of their software$306KFlat
- Mitek Systems, Inc.MITK30,934 shares · 0.0% of their software$306KFlat
- Consensus Cloud Solutions, Inc.CCSI12,390 shares · 0.0% of their software$285K−$2.0M
- Karooooo Ltd.KARO5,709 shares · 0.0% of their software$279KFlat
- ZoomInfoZI27,570 shares · 0.0% of their software$278K—
- UiPathPATH16,053 shares · 0.0% of their software$204KFlat
- SS&CSSNC2,354 shares · 0.0% of their software$194KFlat
- YextYEXT21,350 shares · 0.0% of their software$181KFlat
- Upbound Group, Inc.UPBD6,927 shares · 0.0% of their software$173KFlat
- Digital TurbineAPPS28,622 shares · 0.0% of their software$168KFlat
- HubSpotHUBS286 shares · 0.0% of their software$158KFlat
- Bandwidth Inc.BAND9,432 shares · 0.0% of their software$149K−$1.3M
- Global-EGLBE4,168 shares · 0.0% of their software$139KFlat
- International Money Express, Inc.IMXI13,740 shares · 0.0% of their software$138KFlat
- KlaviyoKVYO3,716 shares · 0.0% of their software$124KNew · Flat
- Blend Labs, Inc.BLND36,000 shares · 0.0% of their software$118KNew · Flat
- SimilarwebSMWB14,984 shares · 0.0% of their software$117KFlat
- C3.aiAI4,781 shares · 0.0% of their software$116KFlat
- AlkamiALKT3,735 shares · 0.0% of their software$112K−$8.3M
- PaylocityPCTY608 shares · 0.0% of their software$110KNew · Flat
- PubMaticPUBM8,239 shares · 0.0% of their software$101KFlat
- ServiceTitanTTAN930 shares · 0.0% of their software$99KNew · Flat
- Viant Technology Inc.DSP7,114 shares · 0.0% of their software$94KFlat
- Cerence Inc.CRNC7,812 shares · 0.0% of their software$79KNew · Flat
- SprinklrCXM8,463 shares · 0.0% of their software$71KFlat
- BlackLineBL1,195 shares · 0.0% of their software$67KFlat
- Ooma, Inc.OOMA4,927 shares · 0.0% of their software$63KFlat
- FactSetFDS103 shares · 0.0% of their software$46KFlat
- BILLBILL980 shares · 0.0% of their software$45KNew · Flat
- DLocal LimitedDLO3,823 shares · 0.0% of their software$43KNew · Flat
- Five9FIVN1,200 shares · 0.0% of their software$31KFlat
- TenableTENB897 shares · 0.0% of their software$30K−$1.2M
- Thryv Holdings, Inc.THRY2,526 shares · 0.0% of their software$30KFlat
- Immersion CorporationIMMR3,449 shares · 0.0% of their software$27KFlat
- nCinoNCNO848 shares · 0.0% of their software$23KFlat
- Kaltura, Inc.KLTR6,056 shares · 0.0% of their software$12KNew · Flat
- VertexVERX175 shares · 0.0% of their software$6KFlat
- Yalla Group LimitedYALA1,016 shares · 0.0% of their software$6KFlat
- VaronisVRNS100 shares · 0.0% of their software$5KFlat
- Bentley SystemsBSY61 shares · 0.0% of their software$3KFlat
- Core Scientific, Inc.CORZ214 shares · 0.0% of their software$3KNew · Flat
- DHI Group, Inc.DHX1,306 shares · 0.0% of their software$3KNew · Flat
- Joint Stock Company Kaspi.kzKSPI38 shares · 0.0% of their software$3KFlat
- Life360, Inc.LIF52 shares · 0.0% of their software$3KFlat
- PagerDutyPD242 shares · 0.0% of their software$3KFlat
- GitLabGTLB45 shares · 0.0% of their software$2K−$1.1M
- Remitly Global, Inc.RELY124 shares · 0.0% of their software$2KFlat
- Tuya Inc.TUYA1,092 shares · 0.0% of their software$2KFlat
- Bakkt, Inc.BKKT101 shares · 0.0% of their software$1KNew · Flat
- SailPointSAIL80 shares · 0.0% of their software$1KNew · Flat