Generalist · London, United Kingdom
Marshall Wace
Q3 2025 · compared with Q2 2025
Filed as Marshall Wace, LLP
- Software
- $9.4B
- Weight of 13F
- 10.4%
- Names
- 206
- Net bought
- +$194M
Filed 13 November 2025 · SEC filing.
Call exposure on these names is $48.0M across 23 lines. Calls are not in the stock total.
2,424 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
- MicrosoftMSFT6,501,115 shares · 35.8% of their software · price +$134M$3.4B+$543M
- PalantirPLTR2,159,155 shares · 4.2% of their software · price +$99.5M$394M−$262M
- Palo Alto NetworksPANW1,713,968 shares · 3.7% of their software · price −$1.7M$349M+$349M
- Grab Holdings LimitedGRAB48,562,289 shares · 3.1% of their software · price +$48.1M$292M−$17.0M
- SalesforceCRM958,317 shares · 2.4% of their software · price −$34.2M$227M−$237M
- AtlassianTEAM1,216,261 shares · 2.1% of their software · price −$52.8M$194M+$70.1M
- ToastTOST5,093,785 shares · 2.0% of their software · price −$39.6M$186M−$124M
- OracleORCL630,274 shares · 1.9% of their software · price +$39.5M$177M−$3.7M
- ServiceNowNOW191,031 shares · 1.9% of their software · price −$20.6M$176M+$100M
- Uber Technologies, Inc.UBER1,757,266 shares · 1.8% of their software · price +$8.2M$172M−$149M
- Fiserv, Inc.FISV1,282,937 shares · 1.8% of their software · price −$55.8M$165M−$135M
- Block, Inc.XYZ2,038,266 shares · 1.6% of their software · price +$8.8M$147M+$35.7M
- SynopsysSNPS265,996 shares · 1.4% of their software · price −$5.1M$131M+$22.2M
- OktaOKTA1,320,715 shares · 1.3% of their software · price −$10.9M$121M+$20.3M
- BILLBILL2,166,899 shares · 1.2% of their software · price +$14.5M$115M+$65.8M
- CloudflareNET526,781 shares · 1.2% of their software · price +$9.9M$113M+$18.4M
- Global-EGLBE3,152,016 shares · 1.2% of their software · price +$7.0M$113M−$16.9M
- CoreWeave, Inc.CRWV801,672 shares · 1.2% of their software · price −$21.0M$110MNew · +$131M
- ShopifySHOP697,212 shares · 1.1% of their software · price +$23.2M$104M+$11.2M
- Lyft, Inc.LYFT4,340,199 shares · 1.0% of their software · price +$27.1M$95.5M−$17.7M
- ServiceTitanTTAN885,643 shares · 1.0% of their software · price −$5.6M$89.3M+$50.2M
- MongoDBMDB271,270 shares · 0.9% of their software · price +$27.2M$84.2M+$24.8M
- monday.comMNDY405,995 shares · 0.8% of their software · price −$49.0M$78.6M+$95.3M
- ElasticESTC916,400 shares · 0.8% of their software$77.4M+$46.2M
- Remitly Global, Inc.RELY4,599,144 shares · 0.8% of their software · price −$11.4M$75.0M+$36.8M
- CadenceCDNS212,500 shares · 0.8% of their software · price +$9.2M$74.6M−$35.3M
- CrowdStrikeCRWD133,219 shares · 0.7% of their software · price −$2.5M$65.3M+$19.8M
- Shift4 Payments, Inc.FOUR839,330 shares · 0.7% of their software · price −$18.2M$65.0M+$76.4M
- Zeta GlobalZETA2,973,263 shares · 0.6% of their software · price +$13.0M$59.1M+$4.6M
- VeriSign, Inc.VRSN209,654 shares · 0.6% of their software · price −$1.9M$58.6M+$51.5M
- StoneCo Ltd.STNE2,864,747 shares · 0.6% of their software · price +$8.2M$54.2M+$11.2M
- CoStarCSGP635,944 shares · 0.6% of their software · price +$2.5M$53.7M+$40.9M
- RingCentralRNG1,794,978 shares · 0.5% of their software$50.9M+$2.1M
- NutanixNTNX630,005 shares · 0.5% of their software · price −$1.3M$46.9M−$202M
- TenableTENB1,565,271 shares · 0.5% of their software · price −$7.2M$45.6M+$11.1M
- DLocal LimitedDLO3,080,054 shares · 0.5% of their software · price +$9.1M$44.0M+$4.5M
- Life360, Inc.LIF400,495 shares · 0.5% of their software · price +$16.4M$42.6M−$4.9M
- FortinetFTNT500,000 shares · 0.4% of their software · price −$10.8M$42.0MFlat
- Figma, Inc.FIG778,822 shares · 0.4% of their software$40.4MNew · +$40.4M
- SentinelOneS2,269,748 shares · 0.4% of their software · price −$1.5M$40.0M+$34.9M
- Roper Technologies, Inc.ROP79,650 shares · 0.4% of their software · price −$5.4M$39.7M+$14.6M
- Q2QTWO531,654 shares · 0.4% of their software · price −$11.3M$38.5M+$47.4M
- BoxBOX1,180,725 shares · 0.4% of their software · price −$2.2M$38.1M+$26.6M
- WorkdayWDAY153,429 shares · 0.4% of their software$36.9M−$5.8M
- Chime Financial, Inc.CHYM1,783,350 shares · 0.4% of their software · price −$25.6M$36.0M+$52.5M
- WixWIX200,000 shares · 0.4% of their software · price +$3.8M$35.5MNew · +$31.7M
- IntuitINTU49,595 shares · 0.4% of their software · price −$5.2M$33.9M−$133M
- Rubrik, Inc.RBRK403,017 shares · 0.4% of their software · price −$3.0M$33.1M+$8.3M
- AppFolioAPPF119,544 shares · 0.4% of their software · price +$5.4M$33.0M+$14.3M
- Paychex, Inc.PAYX255,460 shares · 0.3% of their software · price −$4.8M$32.4M−$120M
- Fair IsaacFICO21,305 shares · 0.3% of their software · price −$7.1M$31.9M−$49.4M
- nCinoNCNO1,171,749 shares · 0.3% of their software · price −$1.0M$31.8M+$28.6M
- GuidewireGWRE130,479 shares · 0.3% of their software · price −$729K$30.0M+$5.2M
- HubSpotHUBS64,072 shares · 0.3% of their software · price −$5.7M$30.0M+$34.9M
- BlackBerry LimitedBB5,924,195 shares · 0.3% of their software · price +$1.8M$28.9M−$13.4M
- FactSetFDS98,429 shares · 0.3% of their software · price −$15.8M$28.2MNew · +$44.0M
- BrazeBRZE969,019 shares · 0.3% of their software$27.6M−$3.8M
- JFrogFROG574,777 shares · 0.3% of their software · price +$2.0M$27.2M−$17.8M
- AsanaASAN1,963,599 shares · 0.3% of their software$26.2M+$9.2M
- Core Scientific, Inc.CORZ1,455,986 shares · 0.3% of their software · price +$1.3M$26.1M−$28.0M
- Clearwater AnalyticsCWAN1,424,833 shares · 0.3% of their software$25.7MNew
- FlywireFLYW1,851,327 shares · 0.3% of their software · price +$3.4M$25.1M+$5.3M
- DigitalOceanDOCN732,464 shares · 0.3% of their software · price +$4.1M$25.0M+$19.0M
- VeevaVEEV79,879 shares · 0.3% of their software · price +$793K$23.8M−$21.5M
- PagSeguro Digital Ltd.PAGS2,286,192 shares · 0.2% of their software · price +$823K$22.9M+$2.5M
- Rapid7RPD1,139,273 shares · 0.2% of their software · price −$5.0M$21.4M+$10.0M
- AutodeskADSK65,312 shares · 0.2% of their software · price +$529K$20.7M−$4.9M
- WeRide Inc.WRD2,055,370 shares · 0.2% of their software · price +$4.2M$20.3M+$15.9M
- Cellebrite DI Ltd.CLBT1,077,838 shares · 0.2% of their software · price +$2.7M$20.0M+$12.8M
- Pagaya Technologies Ltd.PGY672,008 shares · 0.2% of their software · price +$5.6M$20.0M+$13.5M
- Check PointCHKP96,410 shares · 0.2% of their software · price −$1.4M$19.9M+$5.0M
- CCC Intelligent Solutions Holdings Inc.CCC2,132,908 shares · 0.2% of their software · price −$640K$19.4M+$19.8M
- AdobeADBE54,358 shares · 0.2% of their software · price −$1.9M$19.2M−$31.6M
- DescartesDSGX168,076 shares · 0.2% of their software · price −$1.2M$15.8MNew · +$17.1M
- ProgressPRGS357,384 shares · 0.2% of their software · price −$7.1M$15.7M+$20.1M
- TwilioTWLO153,322 shares · 0.2% of their software · price −$3.7M$15.3M−$24.5M
- SamsaraIOT394,867 shares · 0.2% of their software · price −$999K$14.7M+$13.0M
- KlaviyoKVYO515,418 shares · 0.2% of their software · price −$3.0M$14.3M−$5.5M
- AkamaiAKAM184,551 shares · 0.1% of their software · price −$738K$14.0M+$11.0M
- AppianAPPN445,576 shares · 0.1% of their software$13.6M−$4.9M
- FreshworksFRSH1,113,493 shares · 0.1% of their software · price −$3.5M$13.1M+$16.3M
- Mitek Systems, Inc.MITK1,268,144 shares · 0.1% of their software$12.4M−$838K
- Diebold Nixdorf, IncorporatedDBD215,964 shares · 0.1% of their software$12.3M+$3.1M
- NetScout Systems, Inc.NTCT468,214 shares · 0.1% of their software$12.1M+$8.8M
- Bakkt, Inc.BKKT349,930 shares · 0.1% of their software · price +$6.9M$11.8MNew · +$4.9M
- Intapp, Inc.INTA276,063 shares · 0.1% of their software · price −$3.0M$11.3M+$13.6M
- BlackbaudBLKB172,576 shares · 0.1% of their software$11.1M+$8.9M
- Cerence Inc.CRNC878,491 shares · 0.1% of their software · price +$2.0M$10.9M−$2.4M
- SprinklrCXM1,395,021 shares · 0.1% of their software · price −$1.0M$10.8M+$5.7M
- PAR Technology CorporationPAR271,930 shares · 0.1% of their software · price −$8.1M$10.8M+$18.3M
- FastlyFSLY1,225,120 shares · 0.1% of their software · price +$1.8M$10.5M−$15.2M
- Commerce.com, Inc.CMRC1,887,521 shares · 0.1% of their software$9.4M−$742K
- TrimbleTRMB112,900 shares · 0.1% of their software · price +$640K$9.2MFlat
- C3.aiAI522,194 shares · 0.1% of their software · price −$3.8M$9.1M+$8.5M
- CertaraCERT734,029 shares · 0.1% of their software$9.0M−$9.1M
- DomoDOMO562,698 shares · 0.1% of their software$8.9M—
- ZscalerZS27,222 shares · 0.1% of their software$8.2M−$41.5M
- Veritone, Inc.VERI1,676,397 shares · 0.1% of their software · price +$6.0M$8.1M+$2.1M
- Tuya Inc.TUYA3,173,737 shares · 0.1% of their software · price +$508K$7.8M−$1.8M
- NICENICE52,924 shares · 0.1% of their software · price −$1.3M$7.7M−$3.1M
- Manhattan AssociatesMANH36,639 shares · 0.1% of their software$7.5MFlat
- AvePointAVPT431,363 shares · 0.1% of their software · price −$1.9M$6.5M+$6.4M
- Clear Secure, Inc.YOU191,821 shares · 0.1% of their software · price +$1.1M$6.4M+$4.5M
- Telos CorporationTLS911,148 shares · 0.1% of their software · price +$3.3M$6.2M+$1.8M
- Red Violet, Inc.RDVT111,100 shares · 0.1% of their software$5.8M−$2.0M
- LightspeedLSPD466,574 shares · 0.1% of their software$5.4M+$990K
- Blend Labs, Inc.BLND1,457,758 shares · 0.1% of their software · price +$510K$5.3M−$3.5M
- UnityU123,860 shares · 0.1% of their software · price +$2.0M$5.0MNew · +$3.0M
- UiPathPATH360,200 shares · 0.1% of their software$4.8M+$4.2M
- TeradataTDC221,601 shares · 0.1% of their software$4.8M+$4.4M
- VeriskVRSK18,267 shares · 0.0% of their software · price −$1.1M$4.6MNew · +$5.7M
- CourseraCOUR378,719 shares · 0.0% of their software · price +$1.1M$4.4M−$1.6M
- WaystarWAY115,416 shares · 0.0% of their software$4.4MNew · +$4.7M
- Cognyte Software Ltd.CGNT506,256 shares · 0.0% of their software$4.3M−$2.3M
- Upbound Group, Inc.UPBD179,019 shares · 0.0% of their software$4.2M−$12.7M
- SmartRent, Inc.SMRT2,957,841 shares · 0.0% of their software · price +$1.2M$4.2MFlat
- BackblazeBLZE447,661 shares · 0.0% of their software · price +$1.7M$4.2M−$1.1M
- PowerFleet, Inc.AIOT790,000 shares · 0.0% of their software · price +$735K$4.1MNew · +$3.4M
- Blaize Holdings, Inc.BZAI1,198,053 shares · 0.0% of their software · price +$563K$4.1MNew · +$3.6M
- BlackLineBL76,628 shares · 0.0% of their software$4.1M−$14.9M
- Alarm.com Holdings, Inc.ALRM72,318 shares · 0.0% of their software$3.8M−$3.6M
- DocuSignDOCU53,023 shares · 0.0% of their software$3.8M+$615K
- Simulations PlusSLP250,482 shares · 0.0% of their software · price −$596K$3.8M+$2.0M
- SnowflakeSNOW16,273 shares · 0.0% of their software$3.7M+$2.9M
- Ibotta, Inc.IBTA125,165 shares · 0.0% of their software · price −$1.1M$3.5M−$3.8M
- Daily Journal CorporationDJCO7,313 shares · 0.0% of their software$3.4MFlat
- Radware Ltd.RDWR128,197 shares · 0.0% of their software$3.4M+$1.8M
- Via Transportation, Inc.VIA69,696 shares · 0.0% of their software$3.4MNew · +$3.4M
- EVERTEC, Inc.EVTC99,066 shares · 0.0% of their software$3.3M−$606K
- YextYEXT383,904 shares · 0.0% of their software$3.3MFlat
- PhreesiaPHR136,848 shares · 0.0% of their software · price −$676K$3.2M−$8.0M
- A10 Networks, Inc.ATEN175,083 shares · 0.0% of their software$3.2M−$8.6M
- Ooma, Inc.OOMA262,396 shares · 0.0% of their software$3.1M+$859K
- Repay Holdings CorporationRPAY588,495 shares · 0.0% of their software$3.1M−$2.4M
- Rezolve AI PLCRZLV594,969 shares · 0.0% of their software · price +$1.1M$3.0MNew · +$1.8M
- WEX Inc.WEX17,480 shares · 0.0% of their software$2.8M+$1.6M
- Bentley SystemsBSY51,917 shares · 0.0% of their software$2.7M−$27.1M
- Joint Stock Company Kaspi.kzKSPI31,746 shares · 0.0% of their software$2.6MNew · +$2.7M
- Expensify, Inc.EXFY1,359,874 shares · 0.0% of their software · price −$1.0M$2.5MFlat
- Payoneer Global Inc.PAYO402,591 shares · 0.0% of their software$2.4MNew · +$2.8M
- Karooooo Ltd.KARO42,137 shares · 0.0% of their software$2.4M−$660K
- Intellicheck, Inc.IDN432,954 shares · 0.0% of their software$2.3M+$1.2M
- SimilarwebSMWB233,214 shares · 0.0% of their software$2.2MFlat
- Sprout SocialSPT167,528 shares · 0.0% of their software · price −$1.3M$2.2M+$3.0M
- SPS CommerceSPSC20,205 shares · 0.0% of their software · price −$646K$2.1M+$606K
- Agora, Inc.API546,766 shares · 0.0% of their software$2.1MFlat
- VertexVERX68,468 shares · 0.0% of their software · price −$722K$1.7M−$3.7M
- Netskope, Inc.NTSK74,072 shares · 0.0% of their software$1.7MNew · +$1.7M
- Nayax Ltd.NYAX33,964 shares · 0.0% of their software$1.6M−$942K
- PaymentusPAY50,157 shares · 0.0% of their software$1.5M−$8.5M
- GoDaddyGDDY10,786 shares · 0.0% of their software$1.5M−$88.9M
- DoubleVerifyDV119,640 shares · 0.0% of their software$1.4M−$2.1M
- Consensus Cloud Solutions, Inc.CCSI48,407 shares · 0.0% of their software$1.4M−$1.9M
- SailPointSAIL62,223 shares · 0.0% of their software$1.4M−$10.7M
- SoundHound AI, Inc.SOUN83,212 shares · 0.0% of their software$1.3MNew · +$893K
- Ribbon Communications Inc.RBBN346,095 shares · 0.0% of their software$1.3MNew · +$1.4M
- PTCPTC6,318 shares · 0.0% of their software$1.3M−$4.5M
- Airship AI Holdings, Inc.AISP245,082 shares · 0.0% of their software$1.3MNew · +$1.4M
- Immersion CorporationIMMR172,421 shares · 0.0% of their software$1.3MFlat
- VaronisVRNS21,372 shares · 0.0% of their software$1.2M−$1.7M
- BroadridgeBR4,613 shares · 0.0% of their software$1.1MNew · +$1.1M
- ZoomZM12,800 shares · 0.0% of their software$1.1M−$1.8M
- Xunlei LimitedXNET109,048 shares · 0.0% of their software · price +$602K$1.0MFlat
- A2Z Cust2Mate Solutions Corp.AZ122,457 shares · 0.0% of their software$978K+$882K
- Kaltura, Inc.KLTR668,836 shares · 0.0% of their software$963K−$1.0M
- NIQ Global Intelligence plcNIQ58,641 shares · 0.0% of their software$921KNew · +$921K
- Exodus Movement, Inc.EXOD31,946 shares · 0.0% of their software$887KNew · +$921K
- Agilysys, Inc.AGYS8,400 shares · 0.0% of their software$884KFlat
- Dave Inc.DAVE4,315 shares · 0.0% of their software$860K−$10.2M
- QualysQLYS6,422 shares · 0.0% of their software$850KFlat
- PagerDutyPD51,393 shares · 0.0% of their software$849K−$9.7M
- SchrödingerSDGR38,486 shares · 0.0% of their software$772K−$510K
- VirTra, Inc.VTSI143,717 shares · 0.0% of their software$756KFlat
- EverCommerceEVCM67,550 shares · 0.0% of their software$752KNew · +$709K
- Tyler TechnologiesTYL1,395 shares · 0.0% of their software$730KFlat
- Endava plcDAVA74,982 shares · 0.0% of their software$682KNew · +$1.1M
- Yuanbao Inc.YB30,508 shares · 0.0% of their software$599KNew · +$641K
- Adeia Inc.ADEA34,139 shares · 0.0% of their software$574K−$7.2M
- Alight, Inc.ALIT161,034 shares · 0.0% of their software$525KNew · +$911K
- International Money Express, Inc.IMXI35,664 shares · 0.0% of their software$498K−$2.9M
- BullishBLSH7,824 shares · 0.0% of their software$498KNew · Flat
- eGain CorporationEGAN56,196 shares · 0.0% of their software$489KNew · Flat
- SAPSAP1,533 shares · 0.0% of their software$410KNew · Flat
- Strategy IncMSTR1,203 shares · 0.0% of their software$388KNew · Flat
- Riskified Ltd.RSKD80,130 shares · 0.0% of their software$375K−$1.1M
- NextNav Inc.NN25,238 shares · 0.0% of their software$361K−$1.8M
- OpenTextOTEX8,900 shares · 0.0% of their software$333KNew · Flat
- 8x8EGHT152,732 shares · 0.0% of their software$324K—
- DoceboDCBO11,829 shares · 0.0% of their software$323KFlat
- Corpay, Inc.CPAY1,100 shares · 0.0% of their software$317KFlat
- Silvaco Group, Inc.SVCO58,082 shares · 0.0% of their software$314KFlat
- ReposiTrak, Inc.TRAK20,246 shares · 0.0% of their software$300KNew · Flat
- DHI Group, Inc.DHX101,341 shares · 0.0% of their software$282KNew · Flat
- MagniteMGNI12,648 shares · 0.0% of their software$275KNew · Flat
- N-ableNABL32,466 shares · 0.0% of their software$253K−$4.0M
- Calix, Inc.CALX4,029 shares · 0.0% of their software$247K−$1.7M
- ZoomInfoZI22,188 shares · 0.0% of their software$242K—
- Duos Technologies Group, Inc.DUOT29,654 shares · 0.0% of their software$218KNew · Flat
- PaylocityPCTY1,300 shares · 0.0% of their software$207K−$6.2M
- Roadzen, Inc.RDZN211,781 shares · 0.0% of their software$182KFlat
- Paysign, Inc.PAYS21,341 shares · 0.0% of their software$134K−$1.6M
- Viant Technology Inc.DSP13,133 shares · 0.0% of their software$113K−$1.1M
- Nerdy Inc.NRDY87,973 shares · 0.0% of their software$111KFlat
- Definitive HealthcareDH20,064 shares · 0.0% of their software$81K−$532K
- Phunware, Inc.PHUN24,807 shares · 0.0% of their software$68KNew · Flat
- Perfect Corp.PERF34,540 shares · 0.0% of their software$65KFlat