Generalist · Stockholm, Sweden
Nordea Investment Management Ab
Q1 2025 · compared with Q4 2024
- Software
- $14.1B
- Weight of 13F
- 14.9%
- Names
- 91
- Net bought
- +$1.1B
Filed 14 May 2025 · SEC filing.
873 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 202694 names$11.5B−$618M
- Q1 202691 names$11.0B−$985M
- Q4 202596 names$15.3B+$2.9B
- Q3 202595 names$17.1B−$334M
- Q2 202592 names$17.7B+$529M
- Q1 202591 names$14.1B+$1.1B
- Q4 202489 names$14.7B+$1.2B
- Q3 202486 names$13.2B+$402M
- Q2 202486 names$12.8B+$384M
- Q1 202488 names$12.1B−$184M
- Q4 202385 names$11.4B−$472M
- Q3 202384 names$10.5B−$270M
- Q2 202382 names$11.1B−$509M
- Q1 202379 names$10.1B+$60.5M
- Q4 202276 names$8.8B+$670M
- Q3 202280 names$7.9B−$253M
- Q2 202278 names$8.5B+$1.4B
- Q1 202276 names$9.9B+$132M
- Q4 202179 names$10.6B−$9.4B
- Q3 202174 names$19.3B+$9.0B
- Q2 202175 names$9.5B+$71.0M
- Q1 202169 names$8.6B−$55.6M
- Q4 202064 names$8.5B+$585M
- Q3 202062 names$7.1B−$5.9B
- Q2 202059 names$12.4B+$5.3B
- Q1 202054 names$4.8B+$420M
- Q4 201952 names$4.8B+$349M
- Q3 201947 names$4.1B+$603M
- Q2 201948 names$3.6B−$27.3M
- Q1 201948 names$3.4B+$156M
- Q4 201841 names$2.7B+$366M
- Q3 201843 names$2.8B+$169M
- Q2 201837 names$2.2B+$324M
- Q1 201835 names$1.8B+$42.8M
- Q4 201733 names$1.7B+$44.5M
- Q3 201731 names$1.6B+$82.2M
- Q2 201731 names$1.4B+$27.4M
- Q1 201732 names$1.3B−$85.8M
- Q4 201634 names$1.3B+$2.6M
- Q3 201633 names$1.2B+$90.1M
- Q2 201633 names$1.1B—
What moved the book
The five software lines with the largest share change this quarter.
Software held
- MicrosoftMSFT13,947,679 shares · 36.4% of their software · price −$643M$5.1B+$644M
- CadenceCDNS3,213,132 shares · 5.7% of their software · price −$148M$803M+$84.1M
- FortinetFTNT6,868,076 shares · 4.6% of their software · price +$12.2M$650M−$55.9M
- AdobeADBE1,713,639 shares · 4.6% of their software · price −$105M$647MFlat
- ServiceNowNOW768,127 shares · 4.2% of their software · price −$203M$588M+$182M
- SalesforceCRM2,145,520 shares · 4.0% of their software · price −$142M$563M−$47.9M
- SynopsysSNPS1,240,449 shares · 3.8% of their software · price −$70.1M$531M+$95.4M
- Automatic Data Processing, Inc.ADP1,507,081 shares · 3.2% of their software · price +$19.3M$456M−$28.5M
- IntuitINTU670,244 shares · 2.9% of their software · price −$9.7M$402M+$50.4M
- Palo Alto NetworksPANW2,260,697 shares · 2.7% of their software · price −$25.6M$378M+$79.8M
- Fiserv, Inc.FISV1,717,384 shares · 2.6% of their software · price +$26.5M$371M+$22.3M
- Check PointCHKP1,222,299 shares · 2.0% of their software · price +$50.4M$276M−$181M
- WorkdayWDAY1,183,576 shares · 1.9% of their software · price −$29.0M$272M+$124M
- CrowdStrikeCRWD772,348 shares · 1.9% of their software · price +$8.0M$265M+$12.6M
- Roper Technologies, Inc.ROP437,492 shares · 1.8% of their software · price +$30.5M$255M−$52.6M
- AkamaiAKAM2,486,719 shares · 1.4% of their software · price −$37.7M$197M+$33.1M
- Uber Technologies, Inc.UBER2,651,862 shares · 1.4% of their software · price +$33.3M$191M+$26.3M
- NutanixNTNX2,657,655 shares · 1.3% of their software · price +$22.9M$180M−$39.0M
- FactSetFDS357,113 shares · 1.1% of their software · price −$9.2M$161M+$8.0M
- Amdocs LimitedDOX1,591,788 shares · 1.0% of their software · price +$10.1M$145M−$5.5M
- OracleORCL997,436 shares · 1.0% of their software · price −$26.8M$137M−$7.1M
- VeriskVRSK402,132 shares · 0.9% of their software · price +$8.9M$120M−$73.0M
- Paychex, Inc.PAYX735,414 shares · 0.8% of their software · price +$10.3M$112M−$8.0M
- PalantirPLTR1,139,317 shares · 0.7% of their software · price +$10.0M$94.2M+$9.8M
- DocuSignDOCU1,110,712 shares · 0.6% of their software · price −$9.5M$90.0M+$26.2M
- VeriSign, Inc.VRSN342,591 shares · 0.6% of their software · price +$16.1M$85.8M−$10.1M
- VeevaVEEV357,895 shares · 0.6% of their software · price +$7.7M$82.2M+$20.3M
- The Trade DeskTTD1,444,551 shares · 0.6% of their software · price −$90.7M$77.7M+$11.4M
- Grab Holdings LimitedGRAB16,753,338 shares · 0.5% of their software · price −$3.2M$75.0M−$2.0M
- WorkivaWK935,296 shares · 0.5% of their software · price −$31.4M$70.3M+$42.9M
- OktaOKTA630,486 shares · 0.5% of their software · price +$16.7M$65.2M+$16.9M
- ZoomZM843,877 shares · 0.4% of their software · price −$6.6M$61.3M+$5.3M
- Fair IsaacFICO27,773 shares · 0.4% of their software · price −$4.1M$49.7M+$5.6M
- PaycomPAYC220,321 shares · 0.3% of their software · price +$3.0M$47.7M+$3.3M
- AppLovinAPP183,993 shares · 0.3% of their software · price −$10.8M$47.1M+$14.7M
- BroadridgeBR156,516 shares · 0.3% of their software · price +$2.6M$37.5M+$18.8M
- NetApp, Inc.NTAP329,893 shares · 0.2% of their software · price −$9.3M$28.5M+$9.4M
- SPS CommerceSPSC219,761 shares · 0.2% of their software · price −$11.3M$28.5MNew · +$40.4M
- SS&CSSNC314,744 shares · 0.2% of their software · price +$2.4M$25.8M+$5.9M
- Manhattan AssociatesMANH131,320 shares · 0.2% of their software · price −$12.8M$22.4M+$3.4M
- F5, Inc.FFIV74,065 shares · 0.1% of their software · price +$1.1M$19.4M+$505K
- MorningstarMORN58,426 shares · 0.1% of their software · price −$2.2M$17.3MFlat
- ZscalerZS85,475 shares · 0.1% of their software · price +$1.5M$16.5M+$1.0M
- ACI WorldwideACIW245,874 shares · 0.1% of their software · price +$688K$13.2MFlat
- TenableTENB330,085 shares · 0.1% of their software · price −$1.5M$11.2M+$2.5M
- BoxBOX359,241 shares · 0.1% of their software$11.0MFlat
- MagniteMGNI902,771 shares · 0.1% of their software · price −$4.1M$10.1MFlat
- AtlassianTEAM47,293 shares · 0.1% of their software · price −$1.5M$9.7M+$4.1M
- QualysQLYS74,911 shares · 0.1% of their software · price −$1.1M$9.3MFlat
- Clear Secure, Inc.YOU355,649 shares · 0.1% of their software$9.1MFlat
- DigitalOceanDOCN268,761 shares · 0.1% of their software$8.8MFlat
- Q2QTWO111,076 shares · 0.1% of their software · price −$2.3M$8.7MFlat
- ElasticESTC88,880 shares · 0.1% of their software · price −$887K$7.8M+$833K
- DatadogDDOG78,523 shares · 0.1% of their software · price −$3.4M$7.7M+$2.9M
- Euronet Worldwide, Inc.EEFT71,464 shares · 0.1% of their software$7.6MFlat
- Intapp, Inc.INTA124,937 shares · 0.1% of their software · price −$713K$7.1M+$1.2M
- PegasystemsPEGA97,597 shares · 0.0% of their software · price −$2.3M$6.6M+$843K
- Payoneer Global Inc.PAYO886,579 shares · 0.0% of their software · price −$2.4M$6.4MFlat
- Lyft, Inc.LYFT541,871 shares · 0.0% of their software · price −$558K$6.2M+$2.1M
- GitLabGTLB132,531 shares · 0.0% of their software · price −$1.2M$6.1M+$5.8M
- Strategy IncMSTR18,304 shares · 0.0% of their software$5.3M+$1.1M
- AutodeskADSK20,130 shares · 0.0% of their software · price −$680K$5.2M+$778K
- HubSpotHUBS9,197 shares · 0.0% of their software · price −$1.2M$5.1M+$3.4M
- Shift4 Payments, Inc.FOUR58,824 shares · 0.0% of their software · price −$1.3M$4.8MFlat
- Corpay, Inc.CPAY13,522 shares · 0.0% of their software$4.6M+$2.6M
- CloudflareNET40,368 shares · 0.0% of their software$4.4MFlat
- TeradataTDC188,303 shares · 0.0% of their software · price −$1.6M$4.2MFlat
- DoximityDOCS66,469 shares · 0.0% of their software$3.8M+$763K
- Five9FIVN136,414 shares · 0.0% of their software · price −$1.8M$3.7MFlat
- SnowflakeSNOW23,998 shares · 0.0% of their software$3.4MFlat
- Cellebrite DI Ltd.CLBT171,090 shares · 0.0% of their software$3.3MNew · +$3.8M
- PubMaticPUBM342,784 shares · 0.0% of their software · price −$1.9M$3.1MFlat
- UiPathPATH295,759 shares · 0.0% of their software · price −$713K$3.0MFlat
- CoStarCSGP33,017 shares · 0.0% of their software$2.6MFlat
- Zeta GlobalZETA186,314 shares · 0.0% of their software · price −$825K$2.5M+$879K
- TwilioTWLO25,943 shares · 0.0% of their software$2.5M+$1.5M
- Block, Inc.XYZ43,332 shares · 0.0% of their software · price −$1.3M$2.3MFlat
- GoDaddyGDDY11,995 shares · 0.0% of their software$2.1MFlat
- MongoDBMDB11,985 shares · 0.0% of their software · price −$688K$2.1MFlat
- Rapid7RPD77,541 shares · 0.0% of their software · price −$1.1M$2.0MFlat
- Tyler TechnologiesTYL3,517 shares · 0.0% of their software$2.0MFlat
- ToastTOST59,624 shares · 0.0% of their software$1.9M+$938K
- monday.comMNDY6,946 shares · 0.0% of their software$1.6M+$833K
- WixWIX8,680 shares · 0.0% of their software$1.4M+$949K
- PTCPTC9,190 shares · 0.0% of their software$1.4MFlat
- TrimbleTRMB19,338 shares · 0.0% of their software$1.3MFlat
- Gen DigitalGEN46,548 shares · 0.0% of their software$1.2MFlat
- DynatraceDT22,116 shares · 0.0% of their software$1.0MFlat
- SamsaraIOT20,073 shares · 0.0% of their software$747KFlat
- Bentley SystemsBSY15,780 shares · 0.0% of their software$613KFlat
- Global-EGLBE8,269 shares · 0.0% of their software$289KFlat