Generalist · London, United Kingdom
Marshall Wace
Q2 2025 · compared with Q1 2025
Filed as Marshall Wace, LLP
- Software
- $9.1B
- Weight of 13F
- 10.9%
- Names
- 194
- Net bought
- +$153M
Filed 13 August 2025 · SEC filing.
Call exposure on these names is $62.1M across 14 lines. Calls are not in the stock total.
2,455 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
- MicrosoftMSFT5,410,250 shares · 29.6% of their software · price +$660M$2.7B−$57.2M
- PalantirPLTR4,083,231 shares · 6.1% of their software · price +$212M$557M+$167M
- SalesforceCRM1,829,004 shares · 5.5% of their software · price +$7.9M$499M−$26.5M
- Fiserv, Inc.FISV2,068,575 shares · 3.9% of their software · price −$100M$357MNew · +$457M
- ToastTOST7,887,409 shares · 3.8% of their software · price +$87.7M$349M+$136M
- Uber Technologies, Inc.UBER3,352,293 shares · 3.4% of their software · price +$68.5M$313M+$70.2M
- Grab Holdings LimitedGRAB51,942,650 shares · 2.9% of their software · price +$26.0M$261M−$15.6M
- NutanixNTNX3,279,107 shares · 2.8% of their software · price +$21.7M$251M+$98.8M
- AtlassianTEAM870,867 shares · 1.9% of their software · price −$7.9M$177M+$124M
- IntuitINTU217,921 shares · 1.9% of their software · price +$37.8M$172M−$424M
- Paychex, Inc.PAYX1,078,328 shares · 1.7% of their software · price −$9.5M$157M+$107M
- Automatic Data Processing, Inc.ADP498,333 shares · 1.7% of their software · price +$1.4M$154M+$86.2M
- OracleORCL647,244 shares · 1.6% of their software · price +$51.0M$142M+$76.8M
- Global-EGLBE3,656,115 shares · 1.3% of their software · price −$7.7M$123M+$84.1M
- SynopsysSNPS222,719 shares · 1.3% of their software · price +$18.7M$114M+$35.5M
- OktaOKTA1,117,610 shares · 1.2% of their software · price −$5.9M$112M+$21.2M
- Block, Inc.XYZ1,512,429 shares · 1.1% of their software · price +$20.6M$103MNew · +$82.2M
- CadenceCDNS327,080 shares · 1.1% of their software · price +$17.6M$101M−$38.4M
- ServiceNowNOW93,488 shares · 1.1% of their software · price +$21.7M$96.1M−$161M
- GoDaddyGDDY504,282 shares · 1.0% of their software$90.8M+$56.1M
- Fair IsaacFICO48,323 shares · 1.0% of their software · price −$783K$88.3M−$24.2M
- Lyft, Inc.LYFT5,464,934 shares · 0.9% of their software · price +$21.3M$86.1M+$27.9M
- CloudflareNET433,052 shares · 0.9% of their software · price +$36.0M$84.8M−$17.0M
- ShopifySHOP599,948 shares · 0.8% of their software · price +$11.9M$69.2M−$92.9M
- Core Scientific, Inc.CORZ3,098,737 shares · 0.6% of their software · price +$30.5M$52.9M+$18.1M
- FortinetFTNT500,000 shares · 0.6% of their software · price +$4.7M$52.9M+$47.3M
- AdobeADBE135,986 shares · 0.6% of their software$52.6M−$141M
- ZscalerZS159,299 shares · 0.5% of their software · price +$18.4M$50.0M−$256M
- Remitly Global, Inc.RELY2,637,068 shares · 0.5% of their software · price −$5.4M$49.5M+$6.1M
- AppLovinAPP140,538 shares · 0.5% of their software · price +$12.0M$49.2MNew · +$37.2M
- RingCentralRNG1,719,269 shares · 0.5% of their software · price +$6.2M$48.7M+$6.2M
- CrowdStrikeCRWD94,351 shares · 0.5% of their software · price +$14.8M$48.1M+$11.1M
- ServiceTitanTTAN417,055 shares · 0.5% of their software · price +$5.0M$44.7MNew · +$39.7M
- VeevaVEEV154,650 shares · 0.5% of their software · price +$8.7M$44.5M+$33.5M
- TwilioTWLO350,195 shares · 0.5% of their software · price +$9.3M$43.6M−$3.5M
- JFrogFROG980,179 shares · 0.5% of their software · price +$11.6M$43.0M+$30.6M
- WorkdayWDAY177,637 shares · 0.5% of their software · price +$1.1M$42.6M−$60.5M
- TenableTENB1,237,173 shares · 0.5% of their software · price −$1.5M$41.8M+$31.6M
- GitLabGTLB920,253 shares · 0.5% of their software · price −$1.7M$41.5M+$42.8M
- Zeta GlobalZETA2,679,321 shares · 0.5% of their software · price +$5.2M$41.5M+$32.5M
- BlackBerry LimitedBB8,860,764 shares · 0.4% of their software · price +$7.2M$40.6M+$33.3M
- StoneCo Ltd.STNE2,167,591 shares · 0.4% of their software · price +$12.1M$34.8MNew · +$22.7M
- BILLBILL745,114 shares · 0.4% of their software$34.5M+$17.3M
- monday.comMNDY103,034 shares · 0.4% of their software · price +$7.3M$32.4M+$24.7M
- MongoDBMDB153,255 shares · 0.4% of their software · price +$5.3M$32.2M−$62.1M
- The Trade DeskTTD444,471 shares · 0.4% of their software · price +$7.7M$32.0M+$19.7M
- Life360, Inc.LIF476,257 shares · 0.3% of their software · price +$12.8M$31.1M−$8.4M
- ElasticESTC368,315 shares · 0.3% of their software · price −$1.8M$31.1M−$10.9M
- BrazeBRZE1,104,307 shares · 0.3% of their software · price −$8.8M$31.0M+$17.8M
- Roper Technologies, Inc.ROP53,866 shares · 0.3% of their software · price −$1.2M$30.5M−$84.0M
- DLocal LimitedDLO2,683,988 shares · 0.3% of their software · price +$8.1M$30.4M+$8.7M
- Bentley SystemsBSY553,489 shares · 0.3% of their software · price +$8.1M$29.9M+$19.6M
- Rubrik, Inc.RBRK310,197 shares · 0.3% of their software · price +$8.9M$27.8M−$2.0M
- DatadogDDOG201,735 shares · 0.3% of their software · price +$7.1M$27.1M+$5.5M
- GuidewireGWRE108,349 shares · 0.3% of their software · price +$5.2M$25.5M+$19.4M
- AutodeskADSK80,987 shares · 0.3% of their software · price +$3.9M$25.1M−$143M
- FastlyFSLY3,385,167 shares · 0.3% of their software · price +$2.5M$23.9M+$11.5M
- KlaviyoKVYO679,675 shares · 0.3% of their software · price +$2.3M$22.8M+$9.2M
- PagSeguro Digital Ltd.PAGS2,029,586 shares · 0.2% of their software · price +$4.1M$19.6M−$5.4M
- BlackLineBL340,177 shares · 0.2% of their software · price +$2.8M$19.3M+$1.8M
- AppianAPPN609,354 shares · 0.2% of their software · price +$640K$18.2M+$10.6M
- CertaraCERT1,512,343 shares · 0.2% of their software · price +$2.7M$17.7M+$14.0M
- AsanaASAN1,285,583 shares · 0.2% of their software · price −$1.4M$17.4M+$16.0M
- Upbound Group, Inc.UPBD684,990 shares · 0.2% of their software · price +$781K$17.2M+$728K
- Rapid7RPD708,078 shares · 0.2% of their software · price −$2.4M$16.4M−$8.5M
- Check PointCHKP73,767 shares · 0.2% of their software$16.3M−$77.5M
- FlywireFLYW1,394,544 shares · 0.2% of their software · price +$3.1M$16.3M+$1.3M
- Digital TurbineAPPS2,458,218 shares · 0.2% of their software · price +$7.8M$14.5MSplit
- BoxBOX402,041 shares · 0.2% of their software · price +$1.3M$13.7M+$2.1M
- Mitek Systems, Inc.MITK1,352,786 shares · 0.1% of their software · price +$2.2M$13.4M+$2.2M
- AppFolioAPPF57,429 shares · 0.1% of their software · price +$596K$13.2M+$12.2M
- Sportradar Group AGSRAD440,269 shares · 0.1% of their software · price +$2.8M$12.4M+$9.0M
- SailPointSAIL530,957 shares · 0.1% of their software · price +$2.2M$12.1MNew · +$10.0M
- NICENICE71,067 shares · 0.1% of their software · price +$1.0M$12.0M−$14.7M
- A10 Networks, Inc.ATEN617,671 shares · 0.1% of their software · price +$1.9M$12.0M+$527K
- PhreesiaPHR418,484 shares · 0.1% of their software · price +$1.2M$11.9M+$7.2M
- Cerence Inc.CRNC1,113,213 shares · 0.1% of their software · price +$2.6M$11.4M+$2.1M
- Dave Inc.DAVE42,324 shares · 0.1% of their software · price +$7.9M$11.4M−$5.1M
- LiveRamp Holdings, Inc.RAMP343,282 shares · 0.1% of their software · price +$2.4M$11.3M+$7.1M
- DomoDOMO771,737 shares · 0.1% of their software$10.8M—
- PagerDutyPD684,663 shares · 0.1% of their software · price −$2.0M$10.5M−$4.1M
- CoStarCSGP126,698 shares · 0.1% of their software$10.2MNew · +$10.0M
- Commerce.com, Inc.CMRC2,035,956 shares · 0.1% of their software · price −$1.5M$10.2M+$2.4M
- PaymentusPAY308,594 shares · 0.1% of their software · price +$2.1M$10.1M+$2.4M
- Tuya Inc.TUYA3,967,604 shares · 0.1% of their software · price −$2.9M$9.2M−$1.8M
- Chime Financial, Inc.CHYM263,303 shares · 0.1% of their software$9.1MNew · +$9.1M
- VeriSign, Inc.VRSN31,429 shares · 0.1% of their software · price +$1.1M$9.1M+$6.0M
- AmplitudeAMPL725,746 shares · 0.1% of their software · price +$1.6M$9.0M+$2.7M
- Diebold Nixdorf, IncorporatedDBD159,632 shares · 0.1% of their software · price +$1.9M$8.8M+$3.0M
- TrimbleTRMB113,500 shares · 0.1% of their software · price +$1.2M$8.6M+$1.8M
- Ibotta, Inc.IBTA229,419 shares · 0.1% of their software · price −$1.3M$8.4MNew · +$9.7M
- Blend Labs, Inc.BLND2,522,141 shares · 0.1% of their software$8.3M+$5.2M
- Alarm.com Holdings, Inc.ALRM135,943 shares · 0.1% of their software$7.7M+$5.3M
- Adeia Inc.ADEA541,456 shares · 0.1% of their software$7.7M+$1.0M
- Red Violet, Inc.RDVT152,738 shares · 0.1% of their software · price +$1.8M$7.5M+$2.2M
- Manhattan AssociatesMANH37,595 shares · 0.1% of their software · price +$918K$7.4M+$3.1M
- Cognyte Software Ltd.CGNT756,876 shares · 0.1% of their software · price +$1.1M$7.0M+$2.6M
- Shift4 Payments, Inc.FOUR68,323 shares · 0.1% of their software · price +$1.2M$6.8M−$19.3M
- SentinelOneS362,372 shares · 0.1% of their software$6.6M−$5.9M
- PaylocityPCTY35,688 shares · 0.1% of their software$6.5M+$6.5M
- VertexVERX173,682 shares · 0.1% of their software$6.1M−$1.4M
- SprinklrCXM724,158 shares · 0.1% of their software$6.1M+$1.6M
- PTCPTC32,550 shares · 0.1% of their software · price +$566K$5.6M−$8.0M
- Repay Holdings CorporationRPAY1,096,061 shares · 0.1% of their software · price −$822K$5.3M+$3.2M
- CourseraCOUR563,133 shares · 0.1% of their software · price +$1.2M$4.9M+$743K
- LightspeedLSPD382,017 shares · 0.0% of their software · price +$1.1M$4.5MNew · +$3.3M
- Cellebrite DI Ltd.CLBT279,501 shares · 0.0% of their software · price −$959K$4.5MNew · +$5.4M
- C3.aiAI177,930 shares · 0.0% of their software · price +$626K$4.4M+$3.1M
- Five9FIVN161,692 shares · 0.0% of their software$4.3M−$5.8M
- N-ableNABL521,675 shares · 0.0% of their software · price +$527K$4.2M+$3.0M
- EVERTEC, Inc.EVTC115,876 shares · 0.0% of their software$4.2M+$3.2M
- nCinoNCNO148,838 shares · 0.0% of their software$4.2MNew · +$4.1M
- Expensify, Inc.EXFY1,547,751 shares · 0.0% of their software · price −$696K$4.0MFlat
- DoubleVerifyDV256,669 shares · 0.0% of their software$3.8M+$2.5M
- AkamaiAKAM46,039 shares · 0.0% of their software$3.7M−$5.3M
- BackblazeBLZE651,202 shares · 0.0% of their software$3.6MFlat
- DocuSignDOCU45,130 shares · 0.0% of their software$3.5M−$20.4M
- International Money Express, Inc.IMXI318,672 shares · 0.0% of their software · price −$806K$3.2M+$1.3M
- YextYEXT369,179 shares · 0.0% of their software · price +$864K$3.1MNew · +$2.3M
- Daily Journal CorporationDJCO7,286 shares · 0.0% of their software$3.1MFlat
- Consensus Cloud Solutions, Inc.CCSI132,879 shares · 0.0% of their software$3.1M−$3.9M
- VTEXVTEX436,713 shares · 0.0% of their software · price +$668K$2.9M−$2.7M
- NetScout Systems, Inc.NTCT114,085 shares · 0.0% of their software$2.8MNew · +$2.4M
- ZoomZM35,400 shares · 0.0% of their software$2.8M+$1.3M
- VaronisVRNS54,055 shares · 0.0% of their software · price +$557K$2.7M−$6.6M
- ProgressPRGS42,925 shares · 0.0% of their software · price +$529K$2.7MNew · +$2.2M
- SamsaraIOT68,860 shares · 0.0% of their software$2.7M+$1.6M
- Karooooo Ltd.KARO55,602 shares · 0.0% of their software$2.7M+$2.1M
- Nayax Ltd.NYAX52,701 shares · 0.0% of their software · price +$865K$2.6MNew · +$1.8M
- SmartRent, Inc.SMRT2,657,531 shares · 0.0% of their software · price −$585K$2.6M+$2.2M
- Ooma, Inc.OOMA195,787 shares · 0.0% of their software$2.5MFlat
- Kaltura, Inc.KLTR1,179,526 shares · 0.0% of their software$2.4M−$701K
- Simulations PlusSLP133,278 shares · 0.0% of their software · price −$942K$2.3M+$2.7M
- Q2QTWO24,835 shares · 0.0% of their software$2.3M+$833K
- Allot Ltd.ALLT271,311 shares · 0.0% of their software · price +$771K$2.3MNew · +$1.5M
- NextNav Inc.NN146,139 shares · 0.0% of their software$2.2MNew · +$1.8M
- SPS CommerceSPSC15,754 shares · 0.0% of their software$2.1M+$727K
- BlackbaudBLKB33,250 shares · 0.0% of their software$2.1M−$2.3M
- Calix, Inc.CALX36,867 shares · 0.0% of their software · price +$654K$2.0M−$1.6M
- AvePointAVPT100,789 shares · 0.0% of their software$1.9M−$6.3M
- DigitalOceanDOCN67,788 shares · 0.0% of their software$1.9MNew · +$2.3M
- Radware Ltd.RDWR65,427 shares · 0.0% of their software · price +$512K$1.9M−$2.2M
- ZoomInfoZI190,178 shares · 0.0% of their software$1.9M—
- Agora, Inc.API460,210 shares · 0.0% of their software$1.8M+$1.3M
- Palo Alto NetworksPANW8,400 shares · 0.0% of their software$1.7M−$28.2M
- Paysign, Inc.PAYS238,345 shares · 0.0% of their software · price +$1.2M$1.7MNew · +$505K
- ePlus inc.PLUS21,926 shares · 0.0% of their software$1.6MNew · +$1.3M
- Bitdeer Technologies GroupBTDR135,703 shares · 0.0% of their software$1.6MNew · +$1.2M
- Riskified Ltd.RSKD291,121 shares · 0.0% of their software$1.5MNew · +$1.3M
- SimilarwebSMWB170,942 shares · 0.0% of their software$1.3M−$1.6M
- SchrödingerSDGR63,833 shares · 0.0% of their software$1.3MNew · +$1.3M
- Viant Technology Inc.DSP94,475 shares · 0.0% of their software$1.2M−$1.6M
- ACI WorldwideACIW25,500 shares · 0.0% of their software$1.2MNew · +$1.4M
- Rimini Street, Inc.RMNI300,725 shares · 0.0% of their software$1.1MNew · +$1.0M
- Telos CorporationTLS348,270 shares · 0.0% of their software$1.1M+$723K
- Intellicheck, Inc.IDN204,495 shares · 0.0% of their software$1.1MNew · +$620K
- PDF Solutions, Inc.PDFS48,707 shares · 0.0% of their software$1.0M−$776K
- Agilysys, Inc.AGYS8,873 shares · 0.0% of their software$1.0MNew · +$644K
- WEX Inc.WEX6,600 shares · 0.0% of their software$969K−$513K
- Immersion CorporationIMMR114,789 shares · 0.0% of their software$905KFlat
- VirTra, Inc.VTSI122,801 shares · 0.0% of their software$868KNew · Flat
- Pagaya Technologies Ltd.PGY40,573 shares · 0.0% of their software$865KNew · Flat
- Clear Secure, Inc.YOU28,699 shares · 0.0% of their software$797K−$1.1M
- ProcorePCOR11,022 shares · 0.0% of their software$754KNew · +$728K
- HubSpotHUBS1,316 shares · 0.0% of their software$733K−$69.5M
- SnowflakeSNOW3,213 shares · 0.0% of their software$719K−$1.4M
- DoceboDCBO24,671 shares · 0.0% of their software$714K−$939K
- QualysQLYS4,944 shares · 0.0% of their software$706K−$16.7M
- Intapp, Inc.INTA13,422 shares · 0.0% of their software$693KNew · +$784K
- Definitive HealthcareDH156,499 shares · 0.0% of their software$610KNew · Flat
- PAR Technology CorporationPAR8,613 shares · 0.0% of their software$597KFlat
- SS&CSSNC7,190 shares · 0.0% of their software$595KNew · +$601K
- Corpay, Inc.CPAY1,600 shares · 0.0% of their software$531KFlat
- Sprout SocialSPT25,007 shares · 0.0% of their software$523K−$2.8M
- TeradataTDC22,478 shares · 0.0% of their software$501KFlat
- A2Z Cust2Mate Solutions Corp.AZ38,976 shares · 0.0% of their software$412KNew · Flat
- DynatraceDT7,434 shares · 0.0% of their software$410KNew · Flat
- Tyler TechnologiesTYL685 shares · 0.0% of their software$406KNew · Flat
- UiPathPATH31,581 shares · 0.0% of their software$404K−$6.0M
- 8x8EGHT195,064 shares · 0.0% of their software$382K—
- WeRide Inc.WRD41,360 shares · 0.0% of their software$326KNew · +$561K
- Aeva Technologies, Inc.AEVA7,980 shares · 0.0% of their software$302KFlat
- FreshworksFRSH19,000 shares · 0.0% of their software$283K−$2.7M
- CCC Intelligent Solutions Holdings Inc.CCC29,033 shares · 0.0% of their software$273KFlat
- SoundThinking, Inc.SSTI18,754 shares · 0.0% of their software$245KNew · Flat
- Priority Technology Holdings, Inc.PRTH30,598 shares · 0.0% of their software$238KFlat
- WorkivaWK3,471 shares · 0.0% of their software$238K−$4.1M
- Nerdy Inc.NRDY135,576 shares · 0.0% of their software$221KNew · Flat
- Xunlei LimitedXNET54,000 shares · 0.0% of their software$219KNew · Flat
- Euronet Worldwide, Inc.EEFT2,011 shares · 0.0% of their software$204KNew · Flat
- Silvaco Group, Inc.SVCO33,269 shares · 0.0% of their software$157KFlat
- Roadzen, Inc.RDZN147,318 shares · 0.0% of their software$144KNew · Flat
- Perfect Corp.PERF44,634 shares · 0.0% of their software$103KFlat
- Veritone, Inc.VERI10,213 shares · 0.0% of their software$13KFlat