Generalist · New York, NY
Lazard Asset Management
Q1 2026 · compared with Q4 2025
Filed as Lazard Asset Management LLC
- Software
- $5.1B
- Weight of 13F
- 8.5%
- Names
- 149
- Net bought
- +$459M
Call exposure on these names is $2.7M across 2 lines. Calls are not in the stock total.
1,659 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
- MicrosoftMSFT5,298,695 shares · 38.1% of their software · price −$601M$2.0B+$181M
- Palo Alto NetworksPANW2,073,481 shares · 6.5% of their software · price −$49.5M$332M+$173M
- AutodeskADSK1,248,808 shares · 5.8% of their software · price −$70.7M$299M+$37.9M
- CadenceCDNS896,325 shares · 4.8% of their software · price −$31.1M$249M+$13.8M
- SalesforceCRM1,172,071 shares · 4.3% of their software · price −$91.7M$219M−$45.3M
- PTCPTC1,305,846 shares · 3.6% of their software · price −$41.4M$186M−$35.6M
- AdobeADBE652,589 shares · 3.1% of their software · price −$69.8M$159M+$27.4M
- SynopsysSNPS390,010 shares · 3.0% of their software · price −$28.6M$155M+$1.9M
- TrimbleTRMB2,294,066 shares · 2.9% of their software · price −$30.1M$150M+$42.4M
- Fiserv, Inc.FISV2,555,482 shares · 2.8% of their software · price −$29.1M$143M+$11.0M
- Check PointCHKP809,115 shares · 2.2% of their software · price −$34.6M$116M+$20.9M
- IntuitINTU241,587 shares · 2.0% of their software · price −$55.6M$104M−$20.9M
- Uber Technologies, Inc.UBER1,312,658 shares · 1.8% of their software · price −$12.8M$94.4M+$8.7M
- Manhattan AssociatesMANH699,768 shares · 1.8% of their software · price −$28.1M$93.2M−$2.0M
- JFrogFROG1,716,050 shares · 1.6% of their software · price −$26.7M$80.5M+$31.6M
- NICENICE681,836 shares · 1.5% of their software · price −$1.9M$75.2M−$24.4M
- ServiceNowNOW688,863 shares · 1.4% of their software · price −$33.5M$72.0M+$55.1M
- ShopifySHOP417,786 shares · 1.0% of their software · price −$17.7M$49.6M+$39.3M
- Corpay, Inc.CPAY158,670 shares · 0.9% of their software · price −$1.6M$46.2MFlat
- VeriskVRSK243,053 shares · 0.9% of their software · price −$8.2M$46.1M−$1.9M
- PalantirPLTR312,758 shares · 0.9% of their software · price −$9.8M$45.8M−$616K
- Paychex, Inc.PAYX465,374 shares · 0.8% of their software · price −$9.3M$42.9MNew · +$52.2M
- NetApp, Inc.NTAP315,879 shares · 0.6% of their software · price −$1.5M$32.3M−$2.8M
- OracleORCL211,026 shares · 0.6% of their software · price −$10.1M$31.0M−$22.8M
- Automatic Data Processing, Inc.ADP130,279 shares · 0.5% of their software · price −$7.0M$26.5M+$24.7M
- PagSeguro Digital Ltd.PAGS1,986,771 shares · 0.4% of their software · price +$755K$19.9M+$9.7M
- TeradataTDC763,402 shares · 0.4% of their software · price −$3.7M$19.6M+$1.9M
- NetScout Systems, Inc.NTCT585,039 shares · 0.4% of their software · price +$2.8M$18.6M+$1.3M
- DigitalOceanDOCN214,527 shares · 0.4% of their software · price +$8.1M$18.4M−$26.5M
- Zeta GlobalZETA961,608 shares · 0.3% of their software · price −$4.3M$15.3M−$4.4M
- RingCentralRNG388,157 shares · 0.3% of their software · price +$3.2M$14.4M−$4.1M
- DynatraceDT242,418 shares · 0.2% of their software · price −$1.5M$9.0M+$5.2M
- SPS CommerceSPSC158,384 shares · 0.2% of their software · price −$5.3M$8.8M−$4.5M
- Adeia Inc.ADEA335,825 shares · 0.2% of their software · price +$2.3M$8.1MFlat
- Diebold Nixdorf, IncorporatedDBD97,001 shares · 0.1% of their software · price +$732K$7.3M+$977K
- WorkdayWDAY55,882 shares · 0.1% of their software · price −$4.7M$7.3M−$11.4M
- AppLovinAPP16,493 shares · 0.1% of their software · price −$4.5M$6.6M−$4.2M
- NIQ Global Intelligence plcNIQ531,216 shares · 0.1% of their software · price −$2.7M$6.0M+$3.0M
- DocuSignDOCU126,819 shares · 0.1% of their software · price −$2.7M$6.0M−$4.4M
- ServiceTitanTTAN88,574 shares · 0.1% of their software · price −$3.8M$5.6M+$8.6M
- VeevaVEEV31,841 shares · 0.1% of their software · price −$1.5M$5.6M+$1.4M
- Full Truck Alliance Co. Ltd.YMM652,987 shares · 0.1% of their software · price −$1.6M$5.4MFlat
- PegasystemsPEGA117,099 shares · 0.1% of their software · price −$2.0M$5.0M−$9.1M
- BullishBLSH136,453 shares · 0.1% of their software$4.9MFlat
- LiveRamp Holdings, Inc.RAMP180,224 shares · 0.1% of their software · price −$514K$4.8MFlat
- StoneCo Ltd.STNE314,908 shares · 0.1% of their software$4.4M+$3.4M
- AtlassianTEAM59,666 shares · 0.1% of their software · price −$5.6M$4.1M−$12.9M
- ACI WorldwideACIW97,260 shares · 0.1% of their software · price −$661K$4.0MFlat
- CommvaultCVLT50,983 shares · 0.1% of their software · price −$2.4M$4.0M+$2.4M
- FortinetFTNT48,123 shares · 0.1% of their software$3.9M−$1.1M
- CrowdStrikeCRWD9,952 shares · 0.1% of their software · price −$780K$3.9MFlat
- Alarm.com Holdings, Inc.ALRM86,207 shares · 0.1% of their software · price −$675K$3.7M−$13.3M
- OneSpan Inc.OSPN352,643 shares · 0.1% of their software · price −$815K$3.7M+$1.1M
- ePlus inc.PLUS47,854 shares · 0.1% of their software · price −$596K$3.6MNew · +$4.2M
- Q2QTWO71,204 shares · 0.1% of their software · price −$1.8M$3.4M+$631K
- DoximityDOCS144,369 shares · 0.1% of their software · price −$3.0M$3.4M−$6.9M
- QualysQLYS37,714 shares · 0.1% of their software · price −$1.7M$3.3M+$2.7M
- WixWIX36,507 shares · 0.1% of their software · price −$505K$3.3M−$4.0M
- SAPSAP18,554 shares · 0.1% of their software · price −$1.3M$3.2MFlat
- Global-EGLBE98,748 shares · 0.1% of their software · price −$835K$3.0MFlat
- Mitek Systems, Inc.MITK216,046 shares · 0.1% of their software · price +$637K$2.9MFlat
- WEX Inc.WEX19,057 shares · 0.1% of their software$2.9M+$888K
- PaylocityPCTY25,890 shares · 0.1% of their software · price −$1.2M$2.8M+$997K
- Radware Ltd.RDWR98,020 shares · 0.1% of their software$2.6MFlat
- MorningstarMORN14,737 shares · 0.0% of their software · price −$711K$2.5M+$613K
- SchrödingerSDGR212,485 shares · 0.0% of their software · price −$1.4M$2.4M−$34.4M
- DatadogDDOG20,432 shares · 0.0% of their software$2.4MFlat
- GoDaddyGDDY28,041 shares · 0.0% of their software · price −$1.2M$2.3M−$874K
- Intapp, Inc.INTA89,968 shares · 0.0% of their software · price −$1.8M$2.3MSplit
- Clear Secure, Inc.YOU46,970 shares · 0.0% of their software · price +$626K$2.3MFlat
- ZoomZM28,183 shares · 0.0% of their software$2.3MFlat
- Amdocs LimitedDOX34,350 shares · 0.0% of their software · price −$524K$2.2MFlat
- Blaize Holdings, Inc.BZAI1,204,204 shares · 0.0% of their software$2.2MNew · +$2.3M
- N-ableNABL466,400 shares · 0.0% of their software · price −$1.3M$2.2MFlat
- Cellebrite DI Ltd.CLBT154,863 shares · 0.0% of their software · price −$658K$2.1MNew · +$2.8M
- SS&CSSNC30,746 shares · 0.0% of their software · price −$610K$2.1MFlat
- PaymentusPAY72,999 shares · 0.0% of their software$1.9M+$1.1M
- BILLBILL47,900 shares · 0.0% of their software · price −$778K$1.8M+$2.3M
- Telos CorporationTLS432,783 shares · 0.0% of their software$1.8MFlat
- Lyft, Inc.LYFT126,670 shares · 0.0% of their software · price −$769K$1.7M+$973K
- F5, Inc.FFIV5,795 shares · 0.0% of their software$1.7M−$2.4M
- Consensus Cloud Solutions, Inc.CCSI69,299 shares · 0.0% of their software$1.6M+$1.0M
- ElasticESTC29,814 shares · 0.0% of their software · price −$759K$1.5MFlat
- Ooma, Inc.OOMA97,265 shares · 0.0% of their software$1.4MNew · +$1.1M
- PAR Technology CorporationPAR102,438 shares · 0.0% of their software · price −$2.4M$1.4MNew · +$3.7M
- BoxBOX56,667 shares · 0.0% of their software$1.3M+$661K
- Cognyte Software Ltd.CGNT160,672 shares · 0.0% of their software$1.3MFlat
- SnowflakeSNOW8,451 shares · 0.0% of their software · price −$579K$1.3MFlat
- Agilysys, Inc.AGYS17,833 shares · 0.0% of their software · price −$851K$1.3M−$981K
- OpenTextOTEX55,585 shares · 0.0% of their software · price −$575K$1.2MFlat
- Allot Ltd.ALLT181,383 shares · 0.0% of their software · price −$575K$1.2MNew · +$1.8M
- PDF Solutions, Inc.PDFS36,349 shares · 0.0% of their software$1.2MNew · +$1.0M
- BroadridgeBR7,099 shares · 0.0% of their software$1.2MNew · +$1.6M
- TenableTENB63,428 shares · 0.0% of their software$1.1MFlat
- CoreWeave, Inc.CRWV13,802 shares · 0.0% of their software$1.1MFlat
- HubSpotHUBS4,325 shares · 0.0% of their software · price −$680K$1.1MNew · +$1.7M
- Bitdeer Technologies GroupBTDR119,245 shares · 0.0% of their software$1.0M−$543K
- AkamaiAKAM8,839 shares · 0.0% of their software$1.0M−$7.0M
- Karooooo Ltd.KARO20,360 shares · 0.0% of their software$1.0MNew · +$926K
- Euronet Worldwide, Inc.EEFT15,025 shares · 0.0% of their software$997K−$1.8M
- CloudflareNET4,307 shares · 0.0% of their software$889KFlat
- CertaraCERT135,234 shares · 0.0% of their software$771K−$2.7M
- UiPathPATH64,302 shares · 0.0% of their software$714KFlat
- TwilioTWLO5,606 shares · 0.0% of their software$705KFlat
- NutanixNTNX18,378 shares · 0.0% of their software$699KFlat
- InterDigital, Inc.IDCC2,251 shares · 0.0% of their software$680KNew · +$717K
- ToastTOST24,167 shares · 0.0% of their software$641KFlat
- Rubrik, Inc.RBRK12,166 shares · 0.0% of their software$596KFlat
- GuidewireGWRE3,786 shares · 0.0% of their software$566KFlat
- BackblazeBLZE160,333 shares · 0.0% of their software$553K−$642K
- VaronisVRNS25,092 shares · 0.0% of their software$539KNew · +$823K
- AppFolioAPPF3,404 shares · 0.0% of their software$537KFlat
- DoceboDCBO28,458 shares · 0.0% of their software$498KFlat
- UnityU21,312 shares · 0.0% of their software$468K+$539K
- SamsaraIOT14,485 shares · 0.0% of their software$459KFlat
- VertexVERX38,577 shares · 0.0% of their software$459KNew · +$770K
- SentinelOneS34,314 shares · 0.0% of their software$442KFlat
- Airship AI Holdings, Inc.AISP185,521 shares · 0.0% of their software$419KNew · +$536K
- A10 Networks, Inc.ATEN17,993 shares · 0.0% of their software$416KFlat
- PaycomPAYC2,654 shares · 0.0% of their software$323KFlat
- Clearwater AnalyticsCWAN13,170 shares · 0.0% of their software$311K—
- SemrushSEMR24,052 shares · 0.0% of their software$287K—
- ProcorePCOR4,963 shares · 0.0% of their software$283KFlat
- Core Scientific, Inc.CORZ18,828 shares · 0.0% of their software$282KFlat
- CCC Intelligent Solutions Holdings Inc.CCC43,308 shares · 0.0% of their software$260K−$2.0M
- Strategy IncMSTR2,082 shares · 0.0% of their software$260KFlat
- BrazeBRZE10,530 shares · 0.0% of their software$249KFlat
- AlkamiALKT15,606 shares · 0.0% of their software$245KFlat
- SailPointSAIL17,704 shares · 0.0% of their software$234KFlat
- DescartesDSGX2,896 shares · 0.0% of their software$207KNew · Flat
- Thryv Holdings, Inc.THRY69,077 shares · 0.0% of their software$189KNew · Flat
- ProgressPRGS7,291 shares · 0.0% of their software$187KFlat
- 8x8EGHT105,864 shares · 0.0% of their software$176KFlat
- Grab Holdings LimitedGRAB44,947 shares · 0.0% of their software$165K−$2.1M
- eGain CorporationEGAN18,900 shares · 0.0% of their software$149KNew · Flat
- Block, Inc.XYZ2,437 shares · 0.0% of their software$147KFlat
- DoubleVerifyDV13,171 shares · 0.0% of their software$125KFlat
- ZoomInfoZI20,783 shares · 0.0% of their software$124K—
- WorkivaWK1,911 shares · 0.0% of their software$114KFlat
- AmplitudeAMPL15,968 shares · 0.0% of their software$109KFlat
- Paysafe LimitedPSFE12,666 shares · 0.0% of their software$86KFlat
- Yalla Group LimitedYALA13,344 shares · 0.0% of their software$83KNew · Flat
- CourseraCOUR11,540 shares · 0.0% of their software$67K−$1.9M
- YextYEXT13,648 shares · 0.0% of their software$52K−$3.3M
- FastlyFSLY1,202 shares · 0.0% of their software$35K−$518K
- SimilarwebSMWB11,228 shares · 0.0% of their software$29KFlat
- Bentley SystemsBSY691 shares · 0.0% of their software$24KNew · Flat
- Shift4 Payments, Inc.FOUR346 shares · 0.0% of their software$15KFlat
- Rapid7RPD1,220 shares · 0.0% of their software$7KFlat