Generalist · Montreal, A8
Letko, Brosseau & Associates INC
- Software
- $465M
- Weight of 13F
- 7.0%
- Names
- 6
- Vs prior quarter
- +$61.5M
Filed 13 August 2026.
112 positions in the whole 13F.
Software held
- OpenTextOTEX8,837,628 shares · 42.0% of their software$196M+$22.5M
- AdobeADBE459,898 shares · 20.3% of their software$94.3M+$1.3M
- MicrosoftMSFT241,356 shares · 19.4% of their software$90.0M+$26.7M
- SalesforceCRM504,810 shares · 17.0% of their software$79.1M+$12.5M
- SprinklrCXM1,161,675 shares · 1.3% of their software$6.0M−$1.5M
- OracleORCL1,420 shares · 0.0% of their software$208KFlat