Generalist · New York, NY
First Eagle Investment Management, LLC
- Software
- $4.3B
- Weight of 13F
- 7.0%
- Names
- 13
- Vs prior quarter
- +$401M
Filed 24 August 2026.
616 positions in the whole 13F.
Software held
- OracleORCL8,516,878 shares · 29.0% of their software$1.2BFlat
- SalesforceCRM7,306,034 shares · 26.6% of their software$1.1BFlat
- WorkdayWDAY8,824,517 shares · 25.1% of their software$1.1B+$91.8M
- MicrosoftMSFT1,940,215 shares · 16.8% of their software$724M+$233M
- FlywireFLYW1,153,637 shares · 0.5% of their software$20.3M+$10.9M
- Simulations PlusSLP1,070,582 shares · 0.5% of their software$19.6M+$10.8M
- BrazeBRZE609,814 shares · 0.3% of their software$13.2M+$9.5M
- MagniteMGNI670,788 shares · 0.3% of their software$12.7M+$7.4M
- DoubleVerifyDV1,160,000 shares · 0.3% of their software$12.6M+$6.5M
- AlkamiALKT425,728 shares · 0.2% of their software$7.7MNew
- TeradataTDC200,342 shares · 0.2% of their software$6.9MNew
- CourseraCOUR1,058,000 shares · 0.1% of their software$6.0MNew