Generalist · London, United Kingdom
Marshall Wace
Q4 2024 · compared with Q3 2024
Filed as Marshall Wace, LLP
- Software
- $8.0B
- Weight of 13F
- 10.1%
- Names
- 179
- Net bought
- +$251M
Filed 13 February 2025 · SEC filing.
Call exposure on these names is $17.2M across 9 lines. Calls are not in the stock total.
2,298 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 2026204 names · $113M in calls, not in the total$7.1B+$161M
- Q1 2026209 names · $135M in calls, not in the total$6.5B+$32.0M
- Q4 2025202 names · $31.7M in calls, not in the total$8.4B+$473M
- Q3 2025206 names · $48.0M in calls, not in the total$9.4B+$194M
- Q2 2025194 names · $62.1M in calls, not in the total$9.1B+$153M
- Q1 2025182 names · $35.7M in calls, not in the total$7.5B+$221M
- Q4 2024179 names · $17.2M in calls, not in the total$8.0B+$251M
- Q3 2024162 names · $39.5M in calls, not in the total$7.5B−$24.6M
- Q2 2024145 names · $136M in calls, not in the total$7.6B+$1.9B
- Q1 2024136 names · $133M in calls, not in the total$5.8B+$968M
- Q4 2023126 names · $139M in calls, not in the total$4.7B−$1.2B
- Q3 2023122 names · $62.7M in calls, not in the total$5.2B+$846M
- Q2 2023133 names · $102M in calls, not in the total$4.6B+$350M
- Q1 2023131 names · $118M in calls, not in the total$3.5B+$493M
- Q4 2022122 names · $80.6M in calls, not in the total$2.5B−$391M
- Q3 2022139 names · $79.0M in calls, not in the total$2.9B−$11.0M
- Q2 2022130 names · $113M in calls, not in the total$3.1B+$2.3B
- Q1 2022127 names · $42.8M in calls, not in the total$3.0B+$301M
- Q4 2021133 names · $37.5M in calls, not in the total$3.3B+$1.6B
- Q3 2021113 names · $44.0M in calls, not in the total$1.5B+$483M
- Q2 202190 names · $12.6M in calls, not in the total$1.1B+$230M
- Q1 202190 names · $10.8M in calls, not in the total$1.1B+$281M
- Q4 202072 names$789M−$42.0M
- Q3 202054 names$687M+$86.6M
- Q2 202062 names$553M+$50.3M
- Q1 202061 names$377M−$311M
- Q4 201956 names$749M+$116M
- Q3 201949 names$592M+$16.3M
- Q2 201952 names$589M+$168M
- Q1 201957 names$427M−$59.1M
- Q4 201858 names$401M−$179M
- Q3 201846 names$640M+$250M
- Q2 201832 names$321M+$226M
- Q1 201822 names$64.4M+$10.6M
- Q4 201715 names$48.5M+$36.7M
- Q3 20176 names$7.9M−$18.1M
- Q2 201713 names$25.7M−$6.9M
- Q1 201710 names$31.3M−$503M
- Q4 201640 names$532M+$169M
- Q3 201635 names$390M+$37.0M
- Q2 201635 names$328M—
What moved the book
The five software lines with the largest share change this quarter.
Software held
- MicrosoftMSFT5,924,849 shares · 31.3% of their software · price −$52.1M$2.5B−$99.9M
- Uber Technologies, Inc.UBER9,940,212 shares · 7.5% of their software · price −$148M$600M+$449M
- AdobeADBE1,142,451 shares · 6.4% of their software · price −$83.5M$508M+$50.1M
- SalesforceCRM1,324,198 shares · 5.5% of their software · price +$80.3M$443M+$265M
- OktaOKTA3,583,937 shares · 3.5% of their software · price +$16.0M$282M+$69.8M
- ShopifySHOP1,870,891 shares · 2.5% of their software · price +$49.0M$199MNew · +$150M
- SynopsysSNPS390,000 shares · 2.4% of their software · price −$8.2M$189M+$107M
- CloudflareNET1,635,262 shares · 2.2% of their software · price +$43.8M$176M−$102M
- Grab Holdings LimitedGRAB31,813,061 shares · 1.9% of their software · price +$29.3M$150M−$12.8M
- ServiceNowNOW132,353 shares · 1.8% of their software · price +$21.9M$140M+$72.5M
- VeevaVEEV638,380 shares · 1.7% of their software$134M+$108M
- ToastTOST3,484,427 shares · 1.6% of their software · price +$28.4M$127M+$17.8M
- DuolingoDUOL388,742 shares · 1.6% of their software · price +$16.4M$126M+$29.4M
- HubSpotHUBS178,319 shares · 1.6% of their software · price +$29.5M$124M−$119M
- WorkdayWDAY462,651 shares · 1.5% of their software · price +$6.3M$119M−$267M
- Roper Technologies, Inc.ROP220,678 shares · 1.4% of their software · price −$8.1M$115M+$122M
- MongoDBMDB474,019 shares · 1.4% of their software · price −$17.8M$110MNew · +$128M
- SentinelOneS4,794,908 shares · 1.3% of their software · price −$8.2M$106M+$101M
- FortinetFTNT1,117,385 shares · 1.3% of their software · price +$18.9M$106M−$127M
- CadenceCDNS341,236 shares · 1.3% of their software · price +$10.0M$103M−$26.6M
- ZscalerZS396,079 shares · 0.9% of their software · price +$3.8M$71.5M−$1.5M
- Fiserv, Inc.FISV335,514 shares · 0.9% of their software · price +$8.6M$68.9M+$811K
- DatadogDDOG459,109 shares · 0.8% of their software · price +$12.8M$65.6M+$2.0M
- Tyler TechnologiesTYL112,210 shares · 0.8% of their software · price −$794K$64.7M+$58.9M
- AtlassianTEAM261,185 shares · 0.8% of their software · price +$22.1M$63.6M+$41.1M
- ElasticESTC641,041 shares · 0.8% of their software · price +$14.3M$63.5M+$41.7M
- GitLabGTLB1,094,128 shares · 0.8% of their software · price +$5.3M$61.7M+$48.0M
- Fair IsaacFICO30,560 shares · 0.8% of their software · price +$1.4M$60.8M−$75.9M
- TwilioTWLO510,778 shares · 0.7% of their software · price +$21.9M$55.2M+$25.7M
- Lyft, Inc.LYFT2,959,267 shares · 0.5% of their software$38.2M+$27.7M
- QualysQLYS253,114 shares · 0.4% of their software · price +$3.0M$35.5M+$12.3M
- Remitly Global, Inc.RELY1,570,935 shares · 0.4% of their software · price +$14.4M$35.5M+$12.5M
- SnowflakeSNOW217,379 shares · 0.4% of their software · price +$8.6M$33.6M−$156M
- UiPathPATH2,456,102 shares · 0.4% of their software$31.2M+$16.6M
- PagSeguro Digital Ltd.PAGS4,459,616 shares · 0.3% of their software · price −$10.5M$27.9M+$29.0M
- TrimbleTRMB347,185 shares · 0.3% of their software · price +$3.0M$24.5MNew · +$21.6M
- Dave Inc.DAVE274,953 shares · 0.3% of their software · price +$12.9M$23.9M+$1.6M
- ServiceTitanTTAN232,180 shares · 0.3% of their software$23.9MNew · +$23.9M
- Global-EGLBE437,421 shares · 0.3% of their software · price +$7.0M$23.9M+$15.2M
- DynatraceDT426,973 shares · 0.3% of their software$23.2M−$50.0M
- BILLBILL273,533 shares · 0.3% of their software · price +$8.7M$23.2M−$1.4M
- CrowdStrikeCRWD63,000 shares · 0.3% of their software · price +$3.9M$21.6M−$6.1M
- BrazeBRZE514,141 shares · 0.3% of their software · price +$4.9M$21.5M−$8.1M
- Check PointCHKP112,286 shares · 0.3% of their software · price −$686K$21.0M+$12.2M
- Core Scientific, Inc.CORZ1,489,261 shares · 0.3% of their software · price +$3.3M$20.9M+$12.4M
- BroadridgeBR89,036 shares · 0.3% of their software · price +$985K$20.1MNew · +$19.1M
- Grindr Inc.GRND1,117,053 shares · 0.2% of their software · price +$6.6M$19.9M+$6.1M
- CoStarCSGP277,930 shares · 0.2% of their software · price −$1.1M$19.9MNew · +$21.0M
- Rapid7RPD475,695 shares · 0.2% of their software$19.1M+$11.2M
- DLocal LimitedDLO1,697,225 shares · 0.2% of their software · price +$5.5M$19.1M−$2.6M
- C3.aiAI554,665 shares · 0.2% of their software · price +$5.7M$19.1M−$19.2M
- Palo Alto NetworksPANW100,000 shares · 0.2% of their software · price −$16.0M$18.2M−$30.1M
- Life360, Inc.LIF411,326 shares · 0.2% of their software · price +$790K$17.0M+$7.5M
- AkamaiAKAM175,035 shares · 0.2% of their software · price −$928K$16.7M−$4.7M
- KlaviyoKVYO393,991 shares · 0.2% of their software · price +$2.3M$16.2M−$1.9M
- Shift4 Payments, Inc.FOUR148,626 shares · 0.2% of their software · price +$2.3M$15.4M+$12.7M
- FlywireFLYW703,611 shares · 0.2% of their software · price +$3.0M$14.5M−$11.7M
- Sportradar Group AGSRAD828,947 shares · 0.2% of their software · price +$4.3M$14.4M−$4.1M
- FreshworksFRSH816,978 shares · 0.2% of their software · price +$3.8M$13.2M+$9.2M
- PagerDutyPD721,953 shares · 0.2% of their software$13.2M+$12.2M
- BlackBerry LimitedBB3,368,358 shares · 0.2% of their software · price +$3.9M$12.7M−$949K
- AutodeskADSK43,061 shares · 0.2% of their software · price +$865K$12.7M+$1.6M
- MagniteMGNI796,994 shares · 0.2% of their software · price +$1.6M$12.7M−$39.4M
- A10 Networks, Inc.ATEN683,711 shares · 0.2% of their software · price +$2.7M$12.6M+$7.7M
- SamsaraIOT281,248 shares · 0.2% of their software · price −$1.2M$12.3MNew · +$13.5M
- Joint Stock Company Kaspi.kzKSPI125,241 shares · 0.1% of their software · price −$1.4M$11.9M+$12.2M
- AvePointAVPT686,976 shares · 0.1% of their software · price +$3.3M$11.3MNew · +$8.1M
- Upbound Group, Inc.UPBD350,949 shares · 0.1% of their software · price −$990K$10.2M+$8.6M
- LightspeedLSPD661,506 shares · 0.1% of their software · price −$833K$10.1M−$2.9M
- PTCPTC54,512 shares · 0.1% of their software$10.0MNew · +$9.8M
- WEX Inc.WEX56,756 shares · 0.1% of their software · price −$2.0M$10.0M−$4.4M
- Mitek Systems, Inc.MITK859,123 shares · 0.1% of their software · price +$2.1M$9.6M+$7.1M
- Consensus Cloud Solutions, Inc.CCSI353,992 shares · 0.1% of their software$8.4M−$3.9M
- FastlyFSLY806,977 shares · 0.1% of their software · price +$1.5M$7.6MNew · +$6.1M
- Payoneer Global Inc.PAYO749,371 shares · 0.1% of their software · price +$1.9M$7.5M+$3.7M
- StoneCo Ltd.STNE905,176 shares · 0.1% of their software · price −$3.0M$7.2M−$66.7M
- PaymentusPAY213,862 shares · 0.1% of their software · price +$2.7M$7.0MFlat
- RingCentralRNG170,800 shares · 0.1% of their software · price +$577K$6.0M−$6.7M
- Repay Holdings CorporationRPAY782,098 shares · 0.1% of their software$6.0M+$2.9M
- ProgressPRGS90,671 shares · 0.1% of their software$5.9M−$23.8M
- TenableTENB147,302 shares · 0.1% of their software$5.8M+$2.3M
- OracleORCL34,460 shares · 0.1% of their software$5.7M−$346M
- Diebold Nixdorf, IncorporatedDBD123,128 shares · 0.1% of their software$5.3M−$4.6M
- PegasystemsPEGA55,136 shares · 0.1% of their software · price +$1.1M$5.1MNew · +$4.0M
- SimilarwebSMWB358,736 shares · 0.1% of their software · price +$1.9M$5.1M+$588K
- BoxBOX157,375 shares · 0.1% of their software$5.0M+$3.1M
- PalantirPLTR64,411 shares · 0.1% of their software · price +$2.5M$4.9M−$80.9M
- Expensify, Inc.EXFY1,439,877 shares · 0.1% of their software · price +$2.0M$4.8M+$1.2M
- ZoomZM58,510 shares · 0.1% of their software · price +$695K$4.8M+$2.8M
- BlackLineBL75,947 shares · 0.1% of their software$4.6M−$936K
- DoubleVerifyDV234,913 shares · 0.1% of their software · price +$557K$4.5MNew · +$4.0M
- Viant Technology Inc.DSP219,060 shares · 0.1% of their software · price +$1.7M$4.2M+$1.6M
- i3 Verticals, Inc.IIIV175,296 shares · 0.1% of their software$4.0M+$622K
- VaronisVRNS88,453 shares · 0.0% of their software · price −$1.1M$3.9MNew · +$5.0M
- Red Violet, Inc.RDVT107,886 shares · 0.0% of their software · price +$836K$3.9M+$564K
- FactSetFDS7,969 shares · 0.0% of their software$3.8M+$2.5M
- Cognyte Software Ltd.CGNT424,424 shares · 0.0% of their software · price +$789K$3.7M+$2.0M
- TeradataTDC107,197 shares · 0.0% of their software$3.3M+$1.7M
- DoximityDOCS58,867 shares · 0.0% of their software · price +$578K$3.1MNew · +$2.6M
- VTEXVTEX511,985 shares · 0.0% of their software · price −$794K$3.0MFlat
- Bitdeer Technologies GroupBTDR134,918 shares · 0.0% of their software · price +$1.9M$2.9M−$6.1M
- Q2QTWO28,740 shares · 0.0% of their software · price +$600K$2.9M+$1.8M
- Simulations PlusSLP102,077 shares · 0.0% of their software$2.8M+$1.8M
- Radware Ltd.RDWR120,333 shares · 0.0% of their software$2.7M+$1.6M
- SPS CommerceSPSC13,267 shares · 0.0% of their software$2.4MNew · +$2.6M
- CourseraCOUR284,422 shares · 0.0% of their software$2.4MNew · +$2.3M
- PhreesiaPHR95,085 shares · 0.0% of their software$2.4M+$1.7M
- BackblazeBLZE387,789 shares · 0.0% of their software$2.3M+$714K
- Blend Labs, Inc.BLND527,682 shares · 0.0% of their software$2.2M+$637K
- AmplitudeAMPL207,143 shares · 0.0% of their software$2.2MNew · +$1.9M
- Tuya Inc.TUYA1,204,026 shares · 0.0% of their software$2.2MFlat
- Endava plcDAVA68,139 shares · 0.0% of their software$2.1M+$1.1M
- Ooma, Inc.OOMA146,621 shares · 0.0% of their software$2.1M+$1.1M
- ZoomInfoZI192,443 shares · 0.0% of their software$2.0M—
- Calix, Inc.CALX57,950 shares · 0.0% of their software$2.0MNew · +$2.2M
- AppianAPPN61,060 shares · 0.0% of their software$2.0MNew · +$2.1M
- Materialise NVMTLS275,496 shares · 0.0% of their software$1.9MFlat
- GigaCloud Technology Inc.GCT103,335 shares · 0.0% of their software$1.9MNew · +$2.4M
- DoceboDCBO41,850 shares · 0.0% of their software$1.9M−$872K
- OneSpan Inc.OSPN100,025 shares · 0.0% of their software$1.9M−$3.7M
- Alarm.com Holdings, Inc.ALRM30,033 shares · 0.0% of their software$1.8M−$1.4M
- Allot Ltd.ALLT305,076 shares · 0.0% of their software · price +$909K$1.8M+$628K
- Alight, Inc.ALIT260,376 shares · 0.0% of their software$1.8MFlat
- Karooooo Ltd.KARO39,021 shares · 0.0% of their software$1.8MFlat
- AsanaASAN84,529 shares · 0.0% of their software · price +$734K$1.7MNew · +$980K
- Digital TurbineAPPS1,004,883 shares · 0.0% of their software · price −$1.4M$1.7MNew · +$3.1M
- Corpay, Inc.CPAY4,677 shares · 0.0% of their software$1.6MNew · +$1.5M
- Block, Inc.XYZ18,611 shares · 0.0% of their software$1.6MFlat
- SS&CSSNC20,783 shares · 0.0% of their software$1.6M−$1.4M
- VeriSign, Inc.VRSN7,392 shares · 0.0% of their software$1.5M+$1.2M
- PAR Technology CorporationPAR20,575 shares · 0.0% of their software$1.5M−$845K
- Rubrik, Inc.RBRK22,699 shares · 0.0% of their software · price +$754K$1.5M−$2.7M
- NCR Atleos CorporationNATL41,139 shares · 0.0% of their software$1.4MNew · +$1.2M
- Clear Secure, Inc.YOU51,507 shares · 0.0% of their software$1.4M−$12.5M
- NutanixNTNX21,804 shares · 0.0% of their software$1.3M−$6.8M
- VeriskVRSK4,507 shares · 0.0% of their software$1.2M−$55.7M
- Gen DigitalGEN45,233 shares · 0.0% of their software$1.2MNew · +$1.2M
- 8x8EGHT436,561 shares · 0.0% of their software$1.2M—
- GoDaddyGDDY5,800 shares · 0.0% of their software$1.1MNew · +$909K
- GuidewireGWRE6,705 shares · 0.0% of their software$1.1M−$9.9M
- LiveRamp Holdings, Inc.RAMP36,664 shares · 0.0% of their software$1.1MNew · +$909K
- nCinoNCNO32,581 shares · 0.0% of their software$1.1M−$3.3M
- Arqit Quantum Inc.ARQQ27,872 shares · 0.0% of their software · price +$924K$1.1MNew · Flat
- N-ableNABL114,464 shares · 0.0% of their software$1.1MNew · +$1.5M
- Cerence Inc.CRNC130,640 shares · 0.0% of their software · price +$614K$1.0MFlat
- AudioEye, Inc.AEYE66,459 shares · 0.0% of their software · price −$508K$1.0MNew · +$1.5M
- Kaltura, Inc.KLTR425,044 shares · 0.0% of their software$935KNew · +$578K
- Yalla Group LimitedYALA221,687 shares · 0.0% of their software$900KNew · +$1.0M
- Bentley SystemsBSY18,125 shares · 0.0% of their software$846K−$1.8M
- Riskified Ltd.RSKD173,952 shares · 0.0% of their software$823KNew · +$823K
- Manhattan AssociatesMANH3,019 shares · 0.0% of their software$816KNew · +$849K
- SchrödingerSDGR32,533 shares · 0.0% of their software$628K−$828K
- CertaraCERT47,855 shares · 0.0% of their software$510KFlat
- Paysign, Inc.PAYS161,846 shares · 0.0% of their software$489KNew · +$594K
- SoundThinking, Inc.SSTI35,172 shares · 0.0% of their software$459KNew · Flat
- Priority Technology Holdings, Inc.PRTH36,491 shares · 0.0% of their software$429KNew · Flat
- Silvaco Group, Inc.SVCO52,104 shares · 0.0% of their software$421KFlat
- Five9FIVN9,900 shares · 0.0% of their software$402KNew · Flat
- BlackbaudBLKB4,971 shares · 0.0% of their software$367KFlat
- Donnelley Financial Solutions, Inc.DFIN5,795 shares · 0.0% of their software$364KFlat
- JFrogFROG11,838 shares · 0.0% of their software$348KFlat
- Automatic Data Processing, Inc.ADP1,125 shares · 0.0% of their software$329K−$2.4M
- ReposiTrak, Inc.TRAK14,791 shares · 0.0% of their software$327KNew · Flat
- DigitalOceanDOCN9,055 shares · 0.0% of their software$309KFlat
- Pagaya Technologies Ltd.PGY30,424 shares · 0.0% of their software$283K−$6.3M
- F5, Inc.FFIV1,082 shares · 0.0% of their software$272KNew · Flat
- Beamr Imaging Ltd.BMR50,401 shares · 0.0% of their software$248KNew · Flat
- Paychex, Inc.PAYX1,621 shares · 0.0% of their software$227KNew · Flat
- Sabre CorporationSABR58,143 shares · 0.0% of their software$212KFlat
- Definitive HealthcareDH32,282 shares · 0.0% of their software$133KFlat
- Phunware, Inc.PHUN23,532 shares · 0.0% of their software$122KNew · Flat
- Kingsoft Cloud Holdings LimitedKC11,300 shares · 0.0% of their software$119KNew · Flat
- Alarum Technologies Ltd.ALAR10,977 shares · 0.0% of their software$116KNew · Flat
- Research Solutions, Inc.RSSS26,999 shares · 0.0% of their software$112KNew · Flat
- Xperi Inc.XPER10,666 shares · 0.0% of their software$110KFlat
- Aeva Technologies, Inc.AEVA18,504 shares · 0.0% of their software$88KNew · Flat
- Commerce.com, Inc.CMRC14,330 shares · 0.0% of their software$88K−$3.0M
- Xunlei LimitedXNET42,090 shares · 0.0% of their software$84KNew · Flat
- VirTra, Inc.VTSI11,931 shares · 0.0% of their software$81KFlat