Generalist · Baltimore, MD
Brown Advisory
Q4 2025 · compared with Q3 2025
Filed as Brown Advisory INC
- Software
- $13.1B
- Weight of 13F
- 18.3%
- Names
- 81
- Net bought
- +$328M
Filed 13 February 2026 · SEC filing.
1,376 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 202675 names$6.3B−$2.1B
- Q1 202674 names$8.0B−$2.7B
- Q4 202581 names$13.1B+$328M
- Q3 202579 names$16.3B−$429M
- Q2 202575 names$17.1B−$320M
- Q1 202581 names$14.1B−$461M
- Q4 202481 names$16.4B−$325M
- Q3 202470 names$16.6B−$464M
- Q2 202472 names$16.9B+$1.4B
- Q1 202477 names$15.5B−$1.0B
- Q4 202376 names$15.8B+$444M
- Q3 202372 names$12.9B−$481M
- Q2 202376 names$13.4B−$73.5M
- Q1 202373 names$12.0B+$269M
- Q4 202269 names$10.1B+$243M
- Q3 202269 names$9.5B−$643M
- Q2 202273 names$12.0B+$2.8B
- Q1 202271 names$14.4B+$39.7M
- Q4 202168 names$16.8B+$1.7B
- Q3 202163 names$14.1B+$608M
- Q2 202164 names$12.9B+$455M
- Q1 202158 names$10.9B+$815M
- Q4 202062 names$10.3B+$868M
- Q3 202055 names$8.1B+$723M
- Q2 202051 names$6.8B+$263M
- Q1 202044 names$4.9B+$35.9M
- Q4 201949 names · $1K in calls, not in the total$5.3B+$72.4M
- Q3 201947 names$4.7B+$230M
- Q2 201945 names$4.6B−$143M
- Q1 201960 names$4.4B+$22.9M
- Q4 201859 names$3.6B+$294M
- Q3 201855 names$3.9B−$61.9M
- Q2 201857 names$3.5B+$810M
- Q1 201847 names$2.4B−$786M
- Q4 201749 names$2.9B−$84.4M
- Q3 201749 names$2.7B−$240M
- Q2 201749 names$2.8B+$1.3M
- Q1 201748 names$2.6B−$70.4M
- Q4 201643 names$2.4B+$77.9M
- Q3 201640 names$2.3B+$323M
- Q2 201639 names$1.9B—
What moved the book
The five software lines with the largest share change this quarter.
Software held
- MicrosoftMSFT10,751,255 shares · 39.8% of their software · price −$369M$5.2B−$325M
- IntuitINTU2,540,153 shares · 12.9% of their software · price −$52.0M$1.7B−$211M
- Uber Technologies, Inc.UBER8,568,930 shares · 5.4% of their software · price −$139M$700M−$186M
- AutodeskADSK2,283,617 shares · 5.2% of their software · price −$49.5M$676M−$202M
- CadenceCDNS1,684,199 shares · 4.0% of their software · price −$65.1M$526M−$117M
- ServiceNowNOW3,337,919 shares · 3.9% of their software · price −$2.6B$511M+$2.2B
- DatadogDDOG3,460,038 shares · 3.6% of their software · price −$22.2M$471M−$187M
- DynatraceDT9,648,974 shares · 3.2% of their software · price −$49.3M$418MFlat
- SamsaraIOT11,213,972 shares · 3.0% of their software · price −$20.2M$398M+$124M
- WorkdayWDAY1,709,736 shares · 2.8% of their software · price −$44.4M$367M+$117M
- VeriskVRSK1,495,476 shares · 2.6% of their software · price −$41.6M$335M−$78.7M
- SnowflakeSNOW1,370,622 shares · 2.3% of their software · price −$8.5M$301M−$29.2M
- ShopifySHOP1,744,474 shares · 2.1% of their software · price +$21.6M$281M−$61.5M
- CCC Intelligent Solutions Holdings Inc.CCC19,774,972 shares · 1.2% of their software · price −$22.9M$157MFlat
- Fair IsaacFICO87,436 shares · 1.1% of their software · price +$17.0M$148M−$34.1M
- CoStarCSGP1,906,345 shares · 1.0% of their software · price −$32.7M$128M−$47.1M
- NCR Atleos CorporationNATL2,048,956 shares · 0.6% of their software · price −$2.5M$78.1M−$6.6M
- VeevaVEEV341,728 shares · 0.6% of their software · price −$25.5M$76.3M−$33.7M
- Clearwater AnalyticsCWAN2,581,022 shares · 0.5% of their software$62.3M—
- Automatic Data Processing, Inc.ADP235,347 shares · 0.5% of their software · price −$8.5M$60.5M−$4.3M
- The Trade DeskTTD1,519,793 shares · 0.4% of their software · price −$16.8M$57.7M−$356M
- VertexVERX2,778,876 shares · 0.4% of their software · price −$13.4M$55.5M−$7.5M
- GuidewireGWRE222,463 shares · 0.3% of their software · price −$6.4M$44.7M−$4.3M
- OracleORCL227,029 shares · 0.3% of their software · price −$19.6M$44.3MFlat
- Euronet Worldwide, Inc.EEFT493,009 shares · 0.3% of their software · price −$5.8M$37.5MNew · +$43.3M
- SalesforceCRM135,398 shares · 0.3% of their software · price +$3.8M$35.9M−$1.1M
- AdobeADBE80,811 shares · 0.2% of their software$28.3M−$68.3M
- Palo Alto NetworksPANW141,124 shares · 0.2% of their software · price −$2.7M$26.0M+$2.3M
- SailPointSAIL793,125 shares · 0.1% of their software · price −$1.5M$16.0M+$7.7M
- Roper Technologies, Inc.ROP31,221 shares · 0.1% of their software · price −$1.7M$13.9MFlat
- CrowdStrikeCRWD24,709 shares · 0.1% of their software · price −$534K$11.6MFlat
- InterDigital, Inc.IDCC35,723 shares · 0.1% of their software · price −$959K$11.4M+$643K
- PhreesiaPHR510,858 shares · 0.1% of their software · price −$3.4M$8.6M−$7.4M
- Tyler TechnologiesTYL18,504 shares · 0.1% of their software · price −$1.3M$8.4M+$1.6M
- Paychex, Inc.PAYX73,251 shares · 0.1% of their software · price −$1.1M$8.2MFlat
- Rubrik, Inc.RBRK106,908 shares · 0.1% of their software · price −$617K$8.2M−$1.9M
- FortinetFTNT95,104 shares · 0.1% of their software$7.6MFlat
- HubSpotHUBS18,585 shares · 0.1% of their software · price −$1.2M$7.5M−$3.1M
- TrimbleTRMB83,239 shares · 0.0% of their software$6.5MFlat
- BroadridgeBR27,461 shares · 0.0% of their software$6.1MFlat
- CloudflareNET30,263 shares · 0.0% of their software · price −$528K$6.0M+$1.1M
- ZscalerZS24,402 shares · 0.0% of their software · price −$1.8M$5.5M+$5.8M
- AtlassianTEAM31,570 shares · 0.0% of their software$5.1M−$955K
- NetApp, Inc.NTAP44,693 shares · 0.0% of their software · price −$508K$4.8MFlat
- AppLovinAPP5,726 shares · 0.0% of their software$3.9MFlat
- PalantirPLTR17,839 shares · 0.0% of their software$3.2M−$1.0M
- F5, Inc.FFIV10,448 shares · 0.0% of their software · price −$710K$2.7MFlat
- Check PointCHKP13,123 shares · 0.0% of their software$2.4MFlat
- Fiserv, Inc.FISV31,176 shares · 0.0% of their software · price −$1.9M$2.1M−$136M
- FactSetFDS7,080 shares · 0.0% of their software$2.1MFlat
- ToastTOST54,173 shares · 0.0% of their software$1.9MFlat
- OktaOKTA21,248 shares · 0.0% of their software$1.8MFlat
- VeriSign, Inc.VRSN6,393 shares · 0.0% of their software$1.6MFlat
- PTCPTC7,843 shares · 0.0% of their software$1.4MFlat
- SAPSAP5,361 shares · 0.0% of their software$1.3MFlat
- Global-EGLBE31,136 shares · 0.0% of their software$1.2MFlat
- Gen DigitalGEN42,069 shares · 0.0% of their software$1.1MFlat
- SynopsysSNPS2,334 shares · 0.0% of their software$1.1M−$2.7M
- Alarm.com Holdings, Inc.ALRM20,675 shares · 0.0% of their software$1.1MFlat
- Amdocs LimitedDOX12,297 shares · 0.0% of their software$990KFlat
- Daily Journal CorporationDJCO1,600 shares · 0.0% of their software$780KFlat
- CoreWeave, Inc.CRWV10,767 shares · 0.0% of their software · price −$702K$771KNew · +$1.5M
- ProgressPRGS17,671 shares · 0.0% of their software$759KFlat
- Corpay, Inc.CPAY2,303 shares · 0.0% of their software$693KFlat
- SentinelOneS45,212 shares · 0.0% of their software$678K−$1.5M
- ProcorePCOR7,701 shares · 0.0% of their software$560KFlat
- MorningstarMORN2,217 shares · 0.0% of their software$482KNew · +$514K
- BlackLineBL8,635 shares · 0.0% of their software$477KFlat
- Block, Inc.XYZ6,527 shares · 0.0% of their software$425KFlat
- KlaviyoKVYO12,635 shares · 0.0% of their software$410KNew · Flat
- Lyft, Inc.LYFT19,582 shares · 0.0% of their software$379KFlat
- Pagaya Technologies Ltd.PGY16,518 shares · 0.0% of their software$345KFlat
- MagniteMGNI21,263 shares · 0.0% of their software$345K−$946K
- MongoDBMDB676 shares · 0.0% of their software$284KFlat
- Strategy IncMSTR1,857 shares · 0.0% of their software$282KFlat
- Manhattan AssociatesMANH1,485 shares · 0.0% of their software$257KFlat
- TwilioTWLO1,589 shares · 0.0% of their software$226KNew · Flat
- ServiceTitanTTAN1,891 shares · 0.0% of their software$201KNew · Flat
- Grab Holdings LimitedGRAB26,378 shares · 0.0% of their software$132KFlat
- ZoomInfoZI12,075 shares · 0.0% of their software$123K—
- Mitek Systems, Inc.MITK10,100 shares · 0.0% of their software$107KFlat