Generalist · Stockholm, Sweden
Nordea Investment Management Ab
Q1 2026 · compared with Q4 2025
- Software
- $11.0B
- Weight of 13F
- 10.3%
- Names
- 91
- Net bought
- −$985M
863 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
- MicrosoftMSFT13,520,853 shares · 44.5% of their software · price −$1.5B$4.9B−$326M
- FortinetFTNT6,913,716 shares · 5.0% of their software · price +$16.0M$554MFlat
- SalesforceCRM2,341,371 shares · 3.9% of their software · price −$183M$434MFlat
- ServiceNowNOW4,014,338 shares · 3.8% of their software · price −$195M$421M−$106M
- Palo Alto NetworksPANW2,148,128 shares · 3.1% of their software · price −$51.3M$338M−$65.9M
- CrowdStrikeCRWD856,485 shares · 3.0% of their software · price −$67.1M$329M+$7.3M
- SynopsysSNPS835,398 shares · 3.0% of their software · price −$61.2M$326M−$51.1M
- AkamaiAKAM2,438,054 shares · 2.5% of their software · price +$67.3M$272M−$50.8M
- AdobeADBE1,120,348 shares · 2.4% of their software · price −$120M$270M−$45.6M
- PalantirPLTR1,865,721 shares · 2.4% of their software · price −$58.7M$264M−$34.1M
- IntuitINTU581,503 shares · 2.2% of their software · price −$134M$246M−$33.2M
- Automatic Data Processing, Inc.ADP1,155,795 shares · 2.1% of their software · price −$62.5M$235M−$4.9M
- Uber Technologies, Inc.UBER3,131,167 shares · 2.0% of their software · price −$30.6M$220M−$94.8M
- Check PointCHKP1,146,138 shares · 1.5% of their software · price −$49.0M$163M+$7.4M
- TwilioTWLO1,186,745 shares · 1.3% of their software · price −$19.5M$145MFlat
- Amdocs LimitedDOX2,101,694 shares · 1.2% of their software · price −$32.1M$135M+$40.0M
- NutanixNTNX3,324,733 shares · 1.1% of their software · price −$45.5M$126M−$10.0M
- Fiserv, Inc.FISV2,279,869 shares · 1.1% of their software · price −$25.9M$124M+$11.7M
- BroadridgeBR700,470 shares · 1.0% of their software · price −$42.5M$114M+$91.4M
- WorkdayWDAY804,728 shares · 0.9% of their software · price −$68.3M$104M+$3.3M
- VeevaVEEV573,415 shares · 0.9% of their software · price −$27.3M$100M+$1.5M
- SamsaraIOT2,885,236 shares · 0.8% of their software · price −$10.8M$89.2M+$14.8M
- Grab Holdings LimitedGRAB24,297,108 shares · 0.8% of their software · price −$32.3M$86.9M+$3.1M
- AppLovinAPP219,550 shares · 0.8% of their software · price −$60.6M$84.7M−$1.8M
- CadenceCDNS299,165 shares · 0.7% of their software · price −$10.4M$81.7M−$23.2M
- OracleORCL530,360 shares · 0.7% of their software · price −$25.4M$75.2MFlat
- ZoomZM860,118 shares · 0.6% of their software · price −$5.1M$68.0M+$1.1M
- ToastTOST2,219,103 shares · 0.5% of their software · price −$20.0M$57.5M+$32.4M
- FastlyFSLY2,058,580 shares · 0.5% of their software · price +$38.9M$56.0MNew · +$21.0M
- AtlassianTEAM817,831 shares · 0.5% of their software · price −$76.8M$55.0M−$4.6M
- MongoDBMDB177,624 shares · 0.4% of their software · price −$31.1M$42.7M+$67.3M
- Paychex, Inc.PAYX436,182 shares · 0.4% of their software · price −$8.7M$40.4M−$80.9M
- VeriskVRSK183,601 shares · 0.3% of their software · price −$6.2M$34.6M−$705K
- NetApp, Inc.NTAP341,441 shares · 0.3% of their software · price −$1.6M$34.2M+$1.6M
- SPS CommerceSPSC537,906 shares · 0.3% of their software · price −$18.0M$30.0M−$60.5M
- Fair IsaacFICO23,164 shares · 0.2% of their software · price −$14.4M$24.2M−$5.9M
- SS&CSSNC357,707 shares · 0.2% of their software · price −$7.1M$23.9M+$2.2M
- PTCPTC157,369 shares · 0.2% of their software · price −$5.0M$21.9M−$19.5M
- Block, Inc.XYZ341,293 shares · 0.2% of their software · price −$1.7M$19.9M+$18.7M
- DigitalOceanDOCN231,764 shares · 0.2% of their software · price +$8.7M$19.0M−$548K
- Clear Secure, Inc.YOU305,488 shares · 0.1% of their software · price +$4.1M$14.9MFlat
- F5, Inc.FFIV51,428 shares · 0.1% of their software · price +$1.8M$14.5M−$4.0M
- QualysQLYS168,031 shares · 0.1% of their software · price −$7.6M$14.5M+$5.6M
- MorningstarMORN73,169 shares · 0.1% of their software · price −$3.5M$12.3M−$729K
- VeriSign, Inc.VRSN44,351 shares · 0.1% of their software$11.0M−$2.8M
- Manhattan AssociatesMANH78,483 shares · 0.1% of their software · price −$3.2M$10.3M−$4.6M
- ZscalerZS70,120 shares · 0.1% of their software · price −$5.9M$9.7M−$2.5M
- ACI WorldwideACIW215,338 shares · 0.1% of their software · price −$1.5M$8.7MFlat
- CloudflareNET42,908 shares · 0.1% of their software$8.4MFlat
- Full Truck Alliance Co. Ltd.YMM972,191 shares · 0.1% of their software · price −$2.4M$7.9M−$14.5M
- AutodeskADSK31,790 shares · 0.1% of their software · price −$1.8M$7.5M+$2.0M
- BoxBOX311,814 shares · 0.1% of their software · price −$2.0M$7.3MFlat
- DatadogDDOG61,356 shares · 0.1% of their software · price −$1.1M$7.2MFlat
- Corpay, Inc.CPAY24,831 shares · 0.1% of their software$7.2M+$710K
- PegasystemsPEGA165,839 shares · 0.1% of their software · price −$2.8M$6.9MFlat
- Lyft, Inc.LYFT497,627 shares · 0.1% of their software · price −$3.0M$6.3MFlat
- HubSpotHUBS24,545 shares · 0.1% of their software · price −$3.9M$6.0M+$503K
- AppFolioAPPF36,736 shares · 0.1% of their software · price −$2.7M$5.7MFlat
- GigaCloud Technology Inc.GCT132,000 shares · 0.1% of their software · price +$805K$5.6MFlat
- Global-EGLBE177,171 shares · 0.0% of their software · price −$1.5M$5.2MFlat
- ShopifySHOP43,761 shares · 0.0% of their software · price −$1.9M$5.0M+$1.8M
- MagniteMGNI421,008 shares · 0.0% of their software · price −$1.8M$4.9MFlat
- TenableTENB287,604 shares · 0.0% of their software · price −$1.9M$4.9MFlat
- SnowflakeSNOW32,462 shares · 0.0% of their software · price −$2.2M$4.8MFlat
- Q2QTWO96,842 shares · 0.0% of their software · price −$2.4M$4.5MFlat
- TeradataTDC166,251 shares · 0.0% of their software · price −$800K$4.2MFlat
- monday.comMNDY57,188 shares · 0.0% of their software · price −$4.5M$3.9M+$1.2M
- Roper Technologies, Inc.ROP11,135 shares · 0.0% of their software · price −$1.0M$3.9MFlat
- Euronet Worldwide, Inc.EEFT59,179 shares · 0.0% of their software · price −$576K$3.9MFlat
- ElasticESTC76,577 shares · 0.0% of their software · price −$1.9M$3.8MFlat
- Payoneer Global Inc.PAYO768,176 shares · 0.0% of their software · price −$607K$3.7MFlat
- CoStarCSGP87,230 shares · 0.0% of their software · price −$2.3M$3.5MSplit
- Shift4 Payments, Inc.FOUR75,860 shares · 0.0% of their software · price −$1.5M$3.3MFlat
- Strategy IncMSTR26,536 shares · 0.0% of their software · price −$720K$3.1MFlat
- FreshworksFRSH363,882 shares · 0.0% of their software · price −$1.5M$2.9MFlat
- Rubrik, Inc.RBRK55,466 shares · 0.0% of their software · price −$1.5M$2.6MFlat
- Zeta GlobalZETA155,905 shares · 0.0% of their software · price −$691K$2.4MFlat
- Five9FIVN157,812 shares · 0.0% of their software · price −$770K$2.3MFlat
- OktaOKTA29,913 shares · 0.0% of their software$2.3MFlat
- DoximityDOCS94,087 shares · 0.0% of their software · price −$2.0M$2.2M+$711K
- UiPathPATH197,300 shares · 0.0% of their software · price −$1.0M$2.2M−$1.0M
- DocuSignDOCU39,327 shares · 0.0% of their software · price −$825K$1.9M−$79.3M
- CoreWeave, Inc.CRWV24,947 shares · 0.0% of their software$1.8M+$1.3M
- Tyler TechnologiesTYL4,492 shares · 0.0% of their software · price −$501K$1.5MFlat
- TrimbleTRMB23,930 shares · 0.0% of their software$1.5MFlat
- InterDigital, Inc.IDCC4,561 shares · 0.0% of their software$1.4MNew · +$1.5M
- GoDaddyGDDY14,605 shares · 0.0% of their software · price −$605K$1.2MFlat
- Gen DigitalGEN58,308 shares · 0.0% of their software$1.1MFlat
- The Trade DeskTTD43,152 shares · 0.0% of their software · price −$659K$968K−$1.9M
- Sprout SocialSPT112,333 shares · 0.0% of their software · price −$626K$623KFlat
- Rapid7RPD70,599 shares · 0.0% of their software · price −$684K$387KFlat