Generalist · Baltimore, MD
Brown Advisory INC
- Software
- $5.7B
- Weight of 13F
- 9.0%
- Names
- 49
- Vs prior quarter
- −$1.5B
Filed 14 August 2026.
2,425 positions in the whole 13F.
Software held
- MicrosoftMSFT8,508,949 shares · 55.3% of their software$3.2B−$423M
- Palo Alto NetworksPANW1,059,527 shares · 6.3% of their software$361M+$81.1M
- SnowflakeSNOW1,315,875 shares · 5.8% of their software$335M+$88.3M
- DatadogDDOG1,199,183 shares · 5.4% of their software$312M−$19.2M
- CadenceCDNS754,241 shares · 4.9% of their software$283M−$49.6M
- SamsaraIOT7,109,824 shares · 4.0% of their software$231M−$89.5M
- ShopifySHOP1,927,406 shares · 3.8% of their software$220M+$43.3M
- IntuitINTU798,805 shares · 3.6% of their software$208M−$278M
- SAPSAP715,364 shares · 1.9% of their software$110M+$37.1M
- AutodeskADSK421,024 shares · 1.4% of their software$81.9M−$532M
- DynatraceDT1,417,953 shares · 1.1% of their software$62.3M−$32.2M
- GuidewireGWRE396,198 shares · 0.8% of their software$48.8M−$16.1M