Generalist · London, United Kingdom
Marshall Wace
Q1 2025 · compared with Q4 2024
Filed as Marshall Wace, LLP
- Software
- $7.5B
- Weight of 13F
- 10.1%
- Names
- 182
- Net bought
- +$221M
Filed 15 May 2025 · SEC filing.
Call exposure on these names is $35.7M across 16 lines. Calls are not in the stock total.
2,402 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
- MicrosoftMSFT5,562,731 shares · 27.8% of their software · price −$256M$2.1B−$153M
- IntuitINTU907,775 shares · 7.4% of their software · price −$13.2M$557MNew · +$571M
- SalesforceCRM1,927,868 shares · 6.9% of their software · price −$127M$517M+$202M
- ZscalerZS1,450,668 shares · 3.8% of their software · price +$26.1M$288M+$190M
- Grab Holdings LimitedGRAB55,380,869 shares · 3.3% of their software · price −$10.5M$251M+$111M
- ServiceNowNOW296,056 shares · 3.1% of their software · price −$78.2M$236M+$174M
- AdobeADBE503,638 shares · 2.6% of their software · price −$30.8M$193M−$284M
- PalantirPLTR2,103,314 shares · 2.4% of their software · price +$18.4M$178M+$154M
- Uber Technologies, Inc.UBER2,389,028 shares · 2.3% of their software · price +$30.0M$174M−$455M
- AutodeskADSK628,587 shares · 2.2% of their software · price −$21.2M$165M+$173M
- ShopifySHOP1,573,375 shares · 2.0% of their software · price −$17.1M$150M−$31.6M
- DuolingoDUOL423,248 shares · 1.8% of their software · price −$5.8M$131M+$11.2M
- NutanixNTNX1,863,990 shares · 1.7% of their software · price +$16.1M$130M+$113M
- ToastTOST3,787,305 shares · 1.7% of their software · price −$12.4M$126M+$11.0M
- CadenceCDNS477,979 shares · 1.6% of their software · price −$22.0M$122M+$41.1M
- Roper Technologies, Inc.ROP196,333 shares · 1.5% of their software · price +$13.7M$116M−$12.7M
- Fair IsaacFICO61,467 shares · 1.5% of their software · price −$9.0M$113M+$61.5M
- WorkdayWDAY436,759 shares · 1.4% of their software · price −$10.7M$102M−$6.7M
- OktaOKTA916,576 shares · 1.3% of their software · price +$24.2M$96.4M−$210M
- Check PointCHKP413,838 shares · 1.3% of their software · price +$17.1M$94.3M+$56.3M
- SAPSAP339,134 shares · 1.2% of their software · price +$7.5M$91.0MNew · +$83.5M
- MongoDBMDB507,301 shares · 1.2% of their software · price −$29.1M$89.0M+$7.7M
- HubSpotHUBS122,930 shares · 0.9% of their software · price −$15.4M$70.2M−$38.6M
- Automatic Data Processing, Inc.ADP216,313 shares · 0.9% of their software · price +$2.8M$66.1M+$63.0M
- CloudflareNET583,559 shares · 0.9% of their software · price +$2.9M$65.8M−$113M
- AtlassianTEAM287,170 shares · 0.8% of their software · price −$9.0M$60.9M+$6.3M
- SynopsysSNPS140,000 shares · 0.8% of their software · price −$7.9M$60.0M−$121M
- Paychex, Inc.PAYX385,795 shares · 0.8% of their software · price +$5.4M$59.5M+$53.9M
- Remitly Global, Inc.RELY2,342,201 shares · 0.6% of their software · price −$4.1M$48.7M+$17.4M
- Global-EGLBE1,296,680 shares · 0.6% of their software · price −$24.5M$46.2M+$46.9M
- ElasticESTC490,291 shares · 0.6% of their software · price −$4.9M$43.7M−$14.9M
- TwilioTWLO385,434 shares · 0.5% of their software · price −$3.9M$37.7M−$13.5M
- Lyft, Inc.LYFT3,111,165 shares · 0.5% of their software · price −$3.2M$36.9M+$2.0M
- RingCentralRNG1,469,940 shares · 0.5% of their software · price −$15.1M$36.4M+$45.5M
- GoDaddyGDDY192,974 shares · 0.5% of their software · price −$3.3M$34.8M+$36.9M
- Palo Alto NetworksPANW173,555 shares · 0.4% of their software · price −$2.0M$29.6M+$13.4M
- Rapid7RPD1,030,307 shares · 0.4% of their software · price −$14.1M$27.3M+$22.3M
- Life360, Inc.LIF696,183 shares · 0.4% of their software · price −$2.0M$26.7M+$11.8M
- NICENICE166,186 shares · 0.3% of their software · price −$2.6M$25.6MNew · +$28.2M
- Shift4 Payments, Inc.FOUR304,853 shares · 0.3% of their software · price −$6.7M$24.9M+$16.2M
- DocuSignDOCU295,444 shares · 0.3% of their software · price −$2.5M$24.0MNew · +$26.6M
- CrowdStrikeCRWD63,000 shares · 0.3% of their software · price +$656K$22.2MFlat
- WixWIX135,622 shares · 0.3% of their software · price −$6.9M$22.2MNew · +$29.1M
- BrazeBRZE611,198 shares · 0.3% of their software · price −$3.5M$22.1M+$4.1M
- Rubrik, Inc.RBRK343,616 shares · 0.3% of their software · price −$1.5M$21.0M+$21.0M
- PagSeguro Digital Ltd.PAGS2,731,993 shares · 0.3% of their software · price +$3.7M$20.8M−$10.8M
- QualysQLYS137,213 shares · 0.2% of their software · price −$2.0M$17.3M−$16.3M
- BILLBILL368,659 shares · 0.2% of their software · price −$14.3M$16.9M+$8.1M
- PagerDutyPD908,486 shares · 0.2% of their software$16.6M+$3.4M
- ZoomInfoZI1,582,920 shares · 0.2% of their software$15.8M—
- Upbound Group, Inc.UPBD654,592 shares · 0.2% of their software · price −$3.4M$15.7M+$8.9M
- BlackLineBL302,639 shares · 0.2% of their software · price −$3.7M$14.7M+$13.8M
- DatadogDDOG145,875 shares · 0.2% of their software · price −$6.4M$14.5M−$44.8M
- Tuya Inc.TUYA4,578,120 shares · 0.2% of their software · price +$5.7M$13.9M+$6.0M
- OracleORCL98,191 shares · 0.2% of their software · price −$2.6M$13.7M+$10.6M
- DLocal LimitedDLO1,636,296 shares · 0.2% of their software · price −$4.8M$13.6M−$686K
- PTCPTC84,302 shares · 0.2% of their software · price −$2.4M$13.1M+$5.5M
- Digital TurbineAPPS4,654,254 shares · 0.2% of their software · price +$4.8M$12.6M+$6.2M
- SentinelOneS685,972 shares · 0.2% of their software · price −$2.8M$12.5M−$91.2M
- FlywireFLYW1,258,604 shares · 0.2% of their software · price −$14.0M$12.0M+$11.4M
- TenableTENB332,511 shares · 0.2% of their software · price −$1.5M$11.6M+$7.3M
- KlaviyoKVYO375,144 shares · 0.2% of their software · price −$4.1M$11.4M−$777K
- BoxBOX334,049 shares · 0.1% of their software$10.3M+$5.6M
- Five9FIVN373,782 shares · 0.1% of their software · price −$5.0M$10.1M+$14.8M
- FastlyFSLY1,573,232 shares · 0.1% of their software · price −$4.9M$10.0M+$7.2M
- A10 Networks, Inc.ATEN585,411 shares · 0.1% of their software · price −$1.2M$9.6M−$1.8M
- Commerce.com, Inc.CMRC1,619,658 shares · 0.1% of their software · price −$583K$9.3M+$9.8M
- AkamaiAKAM111,361 shares · 0.1% of their software · price −$1.7M$9.0M−$6.1M
- Mitek Systems, Inc.MITK1,081,288 shares · 0.1% of their software · price −$3.1M$8.9M+$2.5M
- VaronisVRNS216,245 shares · 0.1% of their software · price −$861K$8.7M+$5.7M
- Dave Inc.DAVE104,127 shares · 0.1% of their software$8.6M−$14.8M
- i3 Verticals, Inc.IIIV332,828 shares · 0.1% of their software · price +$543K$8.2M+$3.6M
- AvePointAVPT535,559 shares · 0.1% of their software · price −$1.1M$7.7M−$2.5M
- VertexVERX213,821 shares · 0.1% of their software · price −$3.9M$7.5MNew · +$11.4M
- Alight, Inc.ALIT1,243,769 shares · 0.1% of their software · price −$1.2M$7.4M+$6.8M
- AppianAPPN243,005 shares · 0.1% of their software · price −$1.0M$7.0M+$6.0M
- Consensus Cloud Solutions, Inc.CCSI303,235 shares · 0.1% of their software$7.0M−$1.2M
- Cerence Inc.CRNC845,381 shares · 0.1% of their software$6.7M+$5.6M
- UiPathPATH618,252 shares · 0.1% of their software · price −$1.5M$6.4M−$23.4M
- Adeia Inc.ADEA465,242 shares · 0.1% of their software$6.2MNew · +$6.5M
- PaymentusPAY217,252 shares · 0.1% of their software · price −$1.4M$5.7MFlat
- TrimbleTRMB86,126 shares · 0.1% of their software$5.7M−$18.4M
- Expensify, Inc.EXFY1,668,757 shares · 0.1% of their software · price −$517K$5.1M+$767K
- VTEXVTEX962,612 shares · 0.1% of their software · price −$789K$4.9M+$2.7M
- AmplitudeAMPL462,971 shares · 0.1% of their software$4.7M+$2.7M
- Kingsoft Cloud Holdings LimitedKC326,800 shares · 0.1% of their software · price +$1.3M$4.7M+$3.3M
- InterDigital, Inc.IDCC22,662 shares · 0.1% of their software$4.7MNew · +$4.4M
- The Trade DeskTTD84,194 shares · 0.1% of their software · price −$5.3M$4.6MNew · +$9.9M
- SprinklrCXM537,125 shares · 0.1% of their software$4.5MNew · +$4.5M
- Grindr Inc.GRND246,694 shares · 0.1% of their software$4.4M−$15.5M
- Core Scientific, Inc.CORZ600,551 shares · 0.1% of their software · price −$4.1M$4.3M−$12.5M
- BlackbaudBLKB69,886 shares · 0.1% of their software · price −$830K$4.3M+$4.8M
- WorkivaWK57,069 shares · 0.1% of their software · price −$1.9M$4.3MNew · +$6.2M
- Diebold Nixdorf, IncorporatedDBD91,129 shares · 0.1% of their software$4.0M−$1.4M
- Zeta GlobalZETA279,913 shares · 0.1% of their software · price −$1.2M$3.8MNew · +$5.0M
- Radware Ltd.RDWR166,453 shares · 0.0% of their software$3.6M+$1.0M
- Red Violet, Inc.RDVT94,929 shares · 0.0% of their software$3.6MFlat
- PhreesiaPHR137,030 shares · 0.0% of their software$3.5M+$1.1M
- Manhattan AssociatesMANH19,432 shares · 0.0% of their software · price −$1.9M$3.4M+$4.4M
- Sprout SocialSPT151,994 shares · 0.0% of their software · price −$1.3M$3.3MNew · +$4.7M
- Cognyte Software Ltd.CGNT426,307 shares · 0.0% of their software$3.3MFlat
- Blend Labs, Inc.BLND978,921 shares · 0.0% of their software · price −$842K$3.3M+$1.9M
- Daily Journal CorporationDJCO7,936 shares · 0.0% of their software · price −$1.4M$3.2MNew · +$4.5M
- CourseraCOUR451,571 shares · 0.0% of their software · price −$831K$3.0M+$1.4M
- SimilarwebSMWB359,286 shares · 0.0% of their software · price −$2.1M$3.0MFlat
- Repay Holdings CorporationRPAY525,972 shares · 0.0% of their software · price −$1.1M$2.9M−$2.0M
- FreshworksFRSH207,370 shares · 0.0% of their software$2.9M−$9.9M
- Kaltura, Inc.KLTR1,552,406 shares · 0.0% of their software$2.9M+$2.5M
- Calix, Inc.CALX80,635 shares · 0.0% of their software$2.9M+$791K
- BackblazeBLZE582,659 shares · 0.0% of their software · price −$693K$2.8M+$1.2M
- Viant Technology Inc.DSP225,552 shares · 0.0% of their software · price −$1.5M$2.8MFlat
- Sabre CorporationSABR982,693 shares · 0.0% of their software · price −$825K$2.8M+$3.4M
- AsanaASAN185,008 shares · 0.0% of their software · price −$1.1M$2.7M+$2.0M
- International Money Express, Inc.IMXI212,087 shares · 0.0% of their software · price −$1.7M$2.7MNew · +$4.4M
- Ooma, Inc.OOMA182,466 shares · 0.0% of their software$2.4M+$504K
- VeevaVEEV10,112 shares · 0.0% of their software$2.3M−$132M
- Alarm.com Holdings, Inc.ALRM40,805 shares · 0.0% of their software$2.3M+$655K
- VeriskVRSK7,500 shares · 0.0% of their software$2.2M+$824K
- Bentley SystemsBSY54,510 shares · 0.0% of their software$2.1M+$1.7M
- VeriSign, Inc.VRSN7,725 shares · 0.0% of their software$2.0MFlat
- LiveRamp Holdings, Inc.RAMP73,563 shares · 0.0% of their software$1.9M+$1.1M
- SnowflakeSNOW12,564 shares · 0.0% of their software$1.8M−$31.6M
- Clear Secure, Inc.YOU70,481 shares · 0.0% of their software$1.8M+$505K
- Gen DigitalGEN66,602 shares · 0.0% of their software$1.8M+$585K
- PDF Solutions, Inc.PDFS89,311 shares · 0.0% of their software · price −$712K$1.7MNew · +$2.4M
- DoceboDCBO57,382 shares · 0.0% of their software · price −$922K$1.6M+$695K
- PaycomPAYC7,430 shares · 0.0% of their software$1.6MNew · +$1.5M
- WEX Inc.WEX9,868 shares · 0.0% of their software$1.5M−$8.2M
- NCR Atleos CorporationNATL54,910 shares · 0.0% of their software$1.4MFlat
- SPS CommerceSPSC10,277 shares · 0.0% of their software · price −$527K$1.4M−$550K
- ZoomZM17,900 shares · 0.0% of their software$1.3M−$3.3M
- Immersion CorporationIMMR158,803 shares · 0.0% of their software$1.2MNew · +$1.4M
- Q2QTWO14,427 shares · 0.0% of their software$1.2M−$1.4M
- SamsaraIOT28,410 shares · 0.0% of their software$1.1M−$11.0M
- EVERTEC, Inc.EVTC28,886 shares · 0.0% of their software$1.1MNew · +$997K
- Full Truck Alliance Co. Ltd.YMM83,158 shares · 0.0% of their software$1.1MNew · +$900K
- Exodus Movement, Inc.EXOD23,051 shares · 0.0% of their software$1.1MNew · +$707K
- CertaraCERT98,805 shares · 0.0% of their software$978K+$543K
- SmartRent, Inc.SMRT804,284 shares · 0.0% of their software$973KNew · +$1.4M
- DoubleVerifyDV66,749 shares · 0.0% of their software$892K−$3.2M
- GuidewireGWRE4,700 shares · 0.0% of their software$881KFlat
- FortinetFTNT8,410 shares · 0.0% of their software$810K−$105M
- Xperi Inc.XPER94,726 shares · 0.0% of their software$731K+$863K
- JFrogFROG22,619 shares · 0.0% of their software$724KFlat
- N-ableNABL97,485 shares · 0.0% of their software$691KFlat
- C3.aiAI29,847 shares · 0.0% of their software$628K−$18.1M
- Simulations PlusSLP24,871 shares · 0.0% of their software$610K−$2.2M
- Agora, Inc.API147,035 shares · 0.0% of their software$591KNew · +$612K
- 8x8EGHT283,647 shares · 0.0% of their software$567K—
- AudioEye, Inc.AEYE50,080 shares · 0.0% of their software$556KFlat
- PegasystemsPEGA7,803 shares · 0.0% of their software$542K−$4.4M
- Sportradar Group AGSRAD22,671 shares · 0.0% of their software$490K−$14.0M
- AppFolioAPPF2,152 shares · 0.0% of their software$473KNew · +$531K
- GitLabGTLB10,063 shares · 0.0% of their software$473K−$61.1M
- TeradataTDC19,691 shares · 0.0% of their software$443K−$2.7M
- Aeva Technologies, Inc.AEVA57,596 shares · 0.0% of their software$403KFlat
- Payoneer Global Inc.PAYO53,670 shares · 0.0% of their software$392K−$7.0M
- PAR Technology CorporationPAR5,813 shares · 0.0% of their software$357K−$1.1M
- ReposiTrak, Inc.TRAK17,580 shares · 0.0% of their software$356KFlat
- OneSpan Inc.OSPN22,818 shares · 0.0% of their software$348K−$1.4M
- Bandwidth Inc.BAND26,224 shares · 0.0% of their software$344KNew · Flat
- monday.comMNDY1,346 shares · 0.0% of their software$327KNew · Flat
- AlkamiALKT12,463 shares · 0.0% of their software$327KNew · Flat
- AI Financial CorporationAIFC83,938 shares · 0.0% of their software$326KNew · Flat
- Karooooo Ltd.KARO6,958 shares · 0.0% of their software$296K−$1.4M
- DomoDOMO32,764 shares · 0.0% of their software$254KNew
- Silvaco Group, Inc.SVCO54,038 shares · 0.0% of their software$246KFlat
- Corpay, Inc.CPAY700 shares · 0.0% of their software$244K−$1.3M
- PaylocityPCTY1,238 shares · 0.0% of their software$232KNew · Flat
- DHI Group, Inc.DHX148,827 shares · 0.0% of their software$207KNew · Flat
- Priority Technology Holdings, Inc.PRTH29,858 shares · 0.0% of their software$204KFlat
- UnityU10,000 shares · 0.0% of their software$196KNew · Flat
- Perfect Corp.PERF97,521 shares · 0.0% of their software$182KNew · Flat
- PubMaticPUBM19,143 shares · 0.0% of their software$175KNew · Flat
- MagniteMGNI13,468 shares · 0.0% of their software$154K−$12.5M
- BlackBerry LimitedBB40,400 shares · 0.0% of their software$152K−$12.6M
- Telos CorporationTLS44,544 shares · 0.0% of their software$106KNew · Flat
- CCC Intelligent Solutions Holdings Inc.CCC10,900 shares · 0.0% of their software$98KNew · Flat
- Rezolve AI PLCRZLV28,348 shares · 0.0% of their software$34KNew · Flat
- Veritone, Inc.VERI12,157 shares · 0.0% of their software$28KNew · Flat
- Rackspace Technology, Inc.RXT15,257 shares · 0.0% of their software$26KNew · Flat
- Beamr Imaging Ltd.BMR10,549 shares · 0.0% of their software$23KFlat