Generalist · New York, NY
Lazard Asset Management
Q3 2025 · compared with Q2 2025
Filed as Lazard Asset Management LLC
- Software
- $8.3B
- Weight of 13F
- 11.3%
- Names
- 152
- Net bought
- +$483M
Filed 14 November 2025 · SEC filing.
Call exposure on these names is $5.2M across 2 lines. Calls are not in the stock total.
1,609 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
- MicrosoftMSFT7,606,278 shares · 47.2% of their software · price +$156M$3.9BFlat
- SalesforceCRM1,679,186 shares · 4.8% of their software · price −$59.9M$398M+$98.8M
- AutodeskADSK1,159,983 shares · 4.4% of their software · price +$9.4M$368M+$102M
- CadenceCDNS953,730 shares · 4.0% of their software · price +$41.1M$335MFlat
- PTCPTC1,524,976 shares · 3.7% of their software · price +$46.8M$310M−$3.9M
- IntuitINTU400,967 shares · 3.3% of their software · price −$42.0M$274M+$67.2M
- AdobeADBE773,002 shares · 3.3% of their software · price −$26.4M$273M+$9.2M
- Fiserv, Inc.FISV1,649,344 shares · 2.5% of their software · price −$71.7M$213M+$48.1M
- SynopsysSNPS389,291 shares · 2.3% of their software · price −$7.5M$192M+$44.2M
- OracleORCL593,032 shares · 2.0% of their software · price +$37.1M$167M+$102M
- TrimbleTRMB1,795,638 shares · 1.8% of their software · price +$10.2M$147M−$8.4M
- Manhattan AssociatesMANH707,742 shares · 1.7% of their software · price +$5.3M$145M+$60.5M
- Palo Alto NetworksPANW712,194 shares · 1.7% of their software · price −$726K$145M+$49.3M
- Check PointCHKP681,488 shares · 1.7% of their software · price −$9.8M$141M+$29.4M
- Uber Technologies, Inc.UBER1,178,554 shares · 1.4% of their software · price +$5.5M$115M+$85.2M
- NICENICE679,772 shares · 1.2% of their software · price −$16.4M$98.4M−$92.4M
- VeriskVRSK251,135 shares · 0.8% of their software · price −$15.1M$63.2M−$4.7M
- PalantirPLTR331,845 shares · 0.7% of their software · price +$15.3M$60.5M+$15.1M
- JFrogFROG1,185,416 shares · 0.7% of their software · price +$4.1M$56.1M+$49.1M
- ServiceNowNOW59,770 shares · 0.7% of their software · price −$6.4M$55.0M+$10.5M
- DigitalOceanDOCN1,542,060 shares · 0.6% of their software · price +$8.6M$52.7M−$3.4M
- Corpay, Inc.CPAY179,879 shares · 0.6% of their software · price −$7.9M$51.8M−$11.3M
- SchrödingerSDGR2,346,441 shares · 0.6% of their software$47.1M+$18.7M
- F5, Inc.FFIV106,213 shares · 0.4% of their software · price +$3.1M$34.3M+$12.3M
- NetApp, Inc.NTAP287,161 shares · 0.4% of their software · price +$3.4M$34.0M+$8.3M
- VeevaVEEV108,771 shares · 0.4% of their software · price +$1.1M$32.4M+$15.6M
- CourseraCOUR2,319,515 shares · 0.3% of their software · price +$6.8M$27.2M+$9.3M
- SPS CommerceSPSC259,258 shares · 0.3% of their software · price −$8.3M$27.0M+$27.4M
- WorkdayWDAY109,903 shares · 0.3% of their software$26.5M+$4.5M
- AppLovinAPP29,111 shares · 0.3% of their software · price +$10.7M$20.9M−$1.4M
- PaycomPAYC95,759 shares · 0.2% of their software · price −$2.2M$19.9M+$10.9M
- The Trade DeskTTD405,836 shares · 0.2% of their software · price −$9.3M$19.9M+$1.9M
- Euronet Worldwide, Inc.EEFT225,815 shares · 0.2% of their software · price −$3.1M$19.8M−$4.3M
- Gen DigitalGEN648,562 shares · 0.2% of their software · price −$655K$18.4M+$914K
- WixWIX101,243 shares · 0.2% of their software · price +$1.9M$18.0M−$228M
- Clear Secure, Inc.YOU536,730 shares · 0.2% of their software · price +$3.0M$17.9M+$4.8M
- DoximityDOCS235,550 shares · 0.2% of their software · price +$2.8M$17.2MFlat
- ShopifySHOP111,761 shares · 0.2% of their software · price +$3.7M$16.6M+$12.3M
- Amdocs LimitedDOX190,972 shares · 0.2% of their software · price −$1.8M$15.7M+$10.7M
- AtlassianTEAM96,832 shares · 0.2% of their software · price −$4.2M$15.5M+$3.0M
- PegasystemsPEGA267,635 shares · 0.2% of their software · price +$902K$15.4M−$1.7M
- MorningstarMORN65,817 shares · 0.2% of their software · price −$5.4M$15.3M+$5.3M
- Automatic Data Processing, Inc.ADP44,708 shares · 0.2% of their software · price −$666K$13.1M−$4.3M
- NutanixNTNX171,745 shares · 0.2% of their software$12.8M+$1.5M
- NetScout Systems, Inc.NTCT485,560 shares · 0.2% of their software$12.5M+$5.4M
- RingCentralRNG440,932 shares · 0.1% of their software$12.5M+$5.0M
- CommvaultCVLT64,478 shares · 0.1% of their software · price +$932K$12.2M+$5.4M
- DocuSignDOCU144,603 shares · 0.1% of their software · price −$839K$10.4M+$4.5M
- PagSeguro Digital Ltd.PAGS1,004,329 shares · 0.1% of their software$10.0M+$1.6M
- Alarm.com Holdings, Inc.ALRM186,496 shares · 0.1% of their software · price −$651K$9.9M+$3.6M
- Cellebrite DI Ltd.CLBT508,538 shares · 0.1% of their software · price +$1.3M$9.4M+$1.2M
- Full Truck Alliance Co. Ltd.YMM683,572 shares · 0.1% of their software · price +$793K$8.9MFlat
- Zeta GlobalZETA420,000 shares · 0.1% of their software · price +$1.8M$8.3M+$604K
- AkamaiAKAM82,373 shares · 0.1% of their software$6.2M+$2.8M
- Sportradar Group AGSRAD221,646 shares · 0.1% of their software$6.0M+$1.5M
- BullishBLSH87,238 shares · 0.1% of their software$5.5MNew · +$5.5M
- SAPSAP20,296 shares · 0.1% of their software · price −$749K$5.4M−$77.2M
- FortinetFTNT63,073 shares · 0.1% of their software · price −$1.4M$5.3M−$6.6M
- NIQ Global Intelligence plcNIQ336,572 shares · 0.1% of their software$5.3MNew · +$5.3M
- CrowdStrikeCRWD10,352 shares · 0.1% of their software$5.1MFlat
- ACI WorldwideACIW90,932 shares · 0.1% of their software · price +$624K$4.8MFlat
- WorkivaWK51,152 shares · 0.1% of their software · price +$902K$4.4MNew · +$3.5M
- SnowflakeSNOW19,380 shares · 0.1% of their software$4.4MFlat
- DatadogDDOG30,173 shares · 0.1% of their software$4.3M−$1.3M
- VeriSign, Inc.VRSN15,170 shares · 0.1% of their software$4.2M+$3.4M
- OneSpan Inc.OSPN262,631 shares · 0.1% of their software$4.2MFlat
- LiveRamp Holdings, Inc.RAMP152,008 shares · 0.0% of their software · price −$897K$4.1M+$1.6M
- N-ableNABL481,050 shares · 0.0% of their software$3.8M+$1.3M
- DynatraceDT75,492 shares · 0.0% of their software · price −$510K$3.7M+$3.3M
- ElasticESTC43,095 shares · 0.0% of their software$3.6M+$1.1M
- Adeia Inc.ADEA198,949 shares · 0.0% of their software · price +$529K$3.3MNew · +$2.8M
- Diebold Nixdorf, IncorporatedDBD53,973 shares · 0.0% of their software$3.1M+$1.2M
- SentinelOneS169,033 shares · 0.0% of their software$3.0M+$671K
- Agilysys, Inc.AGYS26,333 shares · 0.0% of their software$2.8MFlat
- CCC Intelligent Solutions Holdings Inc.CCC300,304 shares · 0.0% of their software$2.7MFlat
- BackblazeBLZE256,789 shares · 0.0% of their software · price +$971K$2.4MFlat
- Strategy IncMSTR7,284 shares · 0.0% of their software · price −$597K$2.3MFlat
- BrazeBRZE78,820 shares · 0.0% of their software$2.2MNew · +$2.2M
- Q2QTWO30,687 shares · 0.0% of their software · price −$651K$2.2M+$616K
- TeradataTDC102,124 shares · 0.0% of their software$2.2M−$1.9M
- ServiceTitanTTAN20,970 shares · 0.0% of their software$2.1M+$2.1M
- GoDaddyGDDY15,336 shares · 0.0% of their software · price −$663K$2.1M−$2.2M
- WEX Inc.WEX13,230 shares · 0.0% of their software$2.1MFlat
- Calix, Inc.CALX32,865 shares · 0.0% of their software$2.0MFlat
- Grab Holdings LimitedGRAB324,954 shares · 0.0% of their software$2.0M−$2.6M
- Mitek Systems, Inc.MITK193,217 shares · 0.0% of their software$1.9M+$1.6M
- DoceboDCBO63,095 shares · 0.0% of their software$1.7MFlat
- Consensus Cloud Solutions, Inc.CCSI57,959 shares · 0.0% of their software$1.7M+$1.1M
- WaystarWAY44,259 shares · 0.0% of their software$1.7MNew · +$1.8M
- TenableTENB55,446 shares · 0.0% of their software$1.6M+$1.8M
- Intapp, Inc.INTA38,220 shares · 0.0% of their software$1.6MFlat
- CertaraCERT124,414 shares · 0.0% of their software$1.5MFlat
- Lyft, Inc.LYFT68,258 shares · 0.0% of their software$1.5MFlat
- PaylocityPCTY8,779 shares · 0.0% of their software$1.4M+$1.5M
- BlackbaudBLKB21,652 shares · 0.0% of their software$1.4MNew · +$1.4M
- LightspeedLSPD119,849 shares · 0.0% of their software$1.4MNew · +$1.4M
- CloudflareNET6,319 shares · 0.0% of their software$1.4MFlat
- EVERTEC, Inc.EVTC36,524 shares · 0.0% of their software$1.2MFlat
- Paysafe LimitedPSFE91,484 shares · 0.0% of their software$1.2MNew · +$1.2M
- Rapid7RPD62,956 shares · 0.0% of their software$1.2MFlat
- PaymentusPAY38,282 shares · 0.0% of their software$1.2MFlat
- Radware Ltd.RDWR44,218 shares · 0.0% of their software$1.2MFlat
- GuidewireGWRE4,808 shares · 0.0% of their software$1.1MFlat
- StoneCo Ltd.STNE56,986 shares · 0.0% of their software$1.1MFlat
- BoxBOX31,280 shares · 0.0% of their software$1.0MFlat
- Cognyte Software Ltd.CGNT116,275 shares · 0.0% of their software$977KFlat
- DoubleVerifyDV80,329 shares · 0.0% of their software$962K−$1.7M
- QualysQLYS7,021 shares · 0.0% of their software$929KFlat
- OktaOKTA9,933 shares · 0.0% of their software$911KFlat
- UiPathPATH64,447 shares · 0.0% of their software$862K+$619K
- Ribbon Communications Inc.RBBN208,956 shares · 0.0% of their software$794KNew · +$838K
- AppFolioAPPF2,735 shares · 0.0% of their software$754KFlat
- DuolingoDUOL2,007 shares · 0.0% of their software$646KFlat
- Rubrik, Inc.RBRK7,847 shares · 0.0% of their software$645KFlat
- DropboxDBX21,062 shares · 0.0% of their software$636KFlat
- YextYEXT73,724 shares · 0.0% of their software$628KFlat
- Block, Inc.XYZ8,622 shares · 0.0% of their software$623KFlat
- Shift4 Payments, Inc.FOUR7,795 shares · 0.0% of their software$603KNew · +$773K
- GitLabGTLB13,029 shares · 0.0% of their software$587K+$586K
- Pagaya Technologies Ltd.PGY19,335 shares · 0.0% of their software$574KNew · Flat
- Core Scientific, Inc.CORZ31,828 shares · 0.0% of their software$571K+$540K
- A10 Networks, Inc.ATEN31,122 shares · 0.0% of their software$565KFlat
- Global-EGLBE15,688 shares · 0.0% of their software$561KFlat
- TwilioTWLO5,533 shares · 0.0% of their software$554KFlat
- SamsaraIOT13,971 shares · 0.0% of their software$520KFlat
- CoreWeave, Inc.CRWV3,090 shares · 0.0% of their software$423KFlat
- Clearwater AnalyticsCWAN22,968 shares · 0.0% of their software$414K—
- ProcorePCOR5,394 shares · 0.0% of their software$393KFlat
- SemrushSEMR55,036 shares · 0.0% of their software$390K—
- Paychex, Inc.PAYX2,952 shares · 0.0% of their software$374K−$2.2M
- UnityU9,120 shares · 0.0% of their software$365KFlat
- Karooooo Ltd.KARO6,139 shares · 0.0% of their software$351KFlat
- Yalla Group LimitedYALA46,200 shares · 0.0% of their software$347KFlat
- ZscalerZS986 shares · 0.0% of their software$295KFlat
- ToastTOST7,737 shares · 0.0% of their software$282KNew · Flat
- AmplitudeAMPL25,417 shares · 0.0% of their software$272KNew · Flat
- ProgressPRGS6,152 shares · 0.0% of their software$270K−$2.1M
- FreshworksFRSH20,563 shares · 0.0% of their software$242K−$3.7M
- Figma, Inc.FIG4,292 shares · 0.0% of their software$223KNew · Flat
- FastlyFSLY26,032 shares · 0.0% of their software$223KNew · Flat
- ZoomInfoZI19,559 shares · 0.0% of their software$213K—
- SS&CSSNC2,354 shares · 0.0% of their software$209KFlat
- Red Violet, Inc.RDVT3,836 shares · 0.0% of their software$200K−$2.0M
- SimilarwebSMWB19,761 shares · 0.0% of their software$184KFlat
- Sprout SocialSPT14,204 shares · 0.0% of their software$184K−$2.1M
- BILLBILL3,427 shares · 0.0% of their software$182KFlat
- Blend Labs, Inc.BLND36,000 shares · 0.0% of their software$131KFlat
- Five9FIVN4,641 shares · 0.0% of their software$112KFlat
- Digital TurbineAPPS17,470 shares · 0.0% of their software$112KFlat
- Sabre CorporationSABR12,454 shares · 0.0% of their software$23KNew · Flat
- VertexVERX559 shares · 0.0% of their software$14KFlat
- Bentley SystemsBSY61 shares · 0.0% of their software$3KFlat