Generalist · New York, NY
Clearbridge Investments
Q4 2024 · compared with Q3 2024
Filed as Clearbridge Investments, LLC
- Software
- $18.2B
- Weight of 13F
- 14.8%
- Names
- 60
- Net bought
- −$632M
Filed 12 February 2025 · SEC filing.
705 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 202647 names$9.5B−$2.1B
- Q1 202651 names$10.0B−$2.8B
- Q4 202562 names$15.9B+$2.2B
- Q3 202566 names$18.4B−$564M
- Q2 202566 names$18.4B−$727M
- Q1 202562 names$15.9B−$677M
- Q4 202460 names$18.2B−$632M
- Q3 202465 names$18.5B−$822M
- Q2 202464 names$19.0B−$482M
- Q1 202468 names$19.3B+$180M
- Q4 202364 names$17.9B+$161M
- Q3 202359 names$14.6B−$74.5M
- Q2 202357 names$15.4B−$178M
- Q1 202356 names$13.7B+$37.5M
- Q4 202257 names$11.3B−$252M
- Q3 202256 names$11.6B+$1.8B
- Q2 202258 names$12.6B+$194M
- Q1 202262 names$17.0B+$652M
- Q4 202163 names$18.8B+$385M
- Q3 202159 names$18.3B−$252M
- Q2 202160 names$18.3B+$434M
- Q1 202148 names$15.7B+$524M
- Q4 202048 names$15.3B−$240M
- Q3 202051 names$13.9B−$405M
- Q2 202050 names$13.1B−$274M
- Q1 202048 names$10.0B−$999M
- Q4 201948 names$12.1B+$330M
- Q3 201949 names$10.4B+$264M
- Q2 201947 names$10.4B+$313M
- Q1 201939 names$9.5B+$218M
- Q4 201839 names$7.8B+$389M
- Q3 201840 names$8.8B+$99.8M
- Q2 201838 names$7.6B−$294M
- Q1 201836 names$7.4B+$38.5M
- Q4 201736 names$6.6B+$461M
- Q3 201735 names$5.6B−$119M
- Q2 201733 names$5.4B−$64.9M
- Q1 201730 names$5.2B+$219M
- Q4 201630 names$4.5B+$135M
- Q3 201626 names$4.2B+$1.7M
- Q2 201625 names$3.7B—
What moved the book
The five software lines with the largest share change this quarter.
Software held
- MicrosoftMSFT12,237,284 shares · 28.3% of their software · price −$108M$5.2B−$225M
- SalesforceCRM3,490,948 shares · 6.4% of their software · price +$212M$1.2BFlat
- OracleORCL5,399,376 shares · 4.9% of their software · price −$20.3M$900M−$123M
- Palo Alto NetworksPANW4,775,171 shares · 4.8% of their software · price −$763M$869M+$759M
- HubSpotHUBS1,093,037 shares · 4.2% of their software · price +$181M$762M−$16.9M
- AutodeskADSK2,366,077 shares · 3.8% of their software · price +$47.5M$699M−$65.0M
- IntuitINTU1,107,767 shares · 3.8% of their software · price +$8.3M$696M+$84.6M
- WorkdayWDAY2,663,398 shares · 3.8% of their software · price +$36.3M$687M+$33.3M
- ServiceNowNOW623,530 shares · 3.6% of their software · price +$103M$661MFlat
- ShopifySHOP5,828,705 shares · 3.4% of their software · price +$153M$620M−$7.8M
- CrowdStrikeCRWD1,792,661 shares · 3.4% of their software · price +$111M$613M−$172M
- AdobeADBE1,314,546 shares · 3.2% of their software · price −$96.1M$585M−$330M
- Uber Technologies, Inc.UBER9,394,721 shares · 3.1% of their software · price −$139M$567M−$258M
- SAPSAP1,441,844 shares · 1.9% of their software · price +$24.7M$355M−$67.9M
- AppLovinAPP947,642 shares · 1.7% of their software · price +$183M$307M+$8.0M
- DoximityDOCS5,121,344 shares · 1.5% of their software · price +$50.3M$273M−$8.7M
- DocuSignDOCU2,677,010 shares · 1.3% of their software · price +$74.6M$241M−$5.4M
- Automatic Data Processing, Inc.ADP784,823 shares · 1.3% of their software · price +$12.6M$230M−$5.8M
- WixWIX1,051,035 shares · 1.2% of their software · price +$49.8M$225M−$25.2M
- SnowflakeSNOW1,177,057 shares · 1.0% of their software · price +$46.6M$182M+$7.8M
- Shift4 Payments, Inc.FOUR1,745,084 shares · 1.0% of their software · price +$26.5M$181M−$39.4M
- SynopsysSNPS348,229 shares · 0.9% of their software · price −$7.3M$169M+$48.7M
- Block, Inc.XYZ1,739,182 shares · 0.8% of their software · price +$31.1M$148M−$5.8M
- Fiserv, Inc.FISV718,007 shares · 0.8% of their software · price +$18.5M$147M−$69.1M
- Global-EGLBE2,268,618 shares · 0.7% of their software · price +$36.5M$124M+$1.3M
- DynatraceDT2,207,192 shares · 0.7% of their software · price +$1.9M$120M+$9.4M
- VaronisVRNS2,569,276 shares · 0.6% of their software · price −$31.0M$114M−$26.8M
- Check PointCHKP538,064 shares · 0.6% of their software · price −$3.3M$100MNew · +$104M
- FortinetFTNT1,032,932 shares · 0.5% of their software · price +$17.5M$97.6M−$12.9M
- KlaviyoKVYO2,168,336 shares · 0.5% of their software · price +$12.7M$89.4MFlat
- OpenTextOTEX2,833,612 shares · 0.4% of their software · price −$14.1M$80.2M−$2.2M
- Sprout SocialSPT2,564,758 shares · 0.4% of their software · price +$4.2M$78.8M−$9.5M
- Rubrik, Inc.RBRK1,173,215 shares · 0.4% of their software · price +$39.0M$76.7MFlat
- MongoDBMDB283,763 shares · 0.4% of their software · price −$10.7M$66.1M−$23.5M
- The Trade DeskTTD524,028 shares · 0.3% of their software · price +$4.1M$61.6MFlat
- PaylocityPCTY287,713 shares · 0.3% of their software · price +$9.9M$57.4M−$9.5M
- nCinoNCNO1,708,602 shares · 0.3% of their software · price +$3.4M$57.4M−$2.1M
- SentinelOneS2,552,471 shares · 0.3% of their software · price −$4.4M$56.7MFlat
- PalantirPLTR740,874 shares · 0.3% of their software · price +$28.5M$56.0M+$25.2M
- PagerDutyPD2,857,679 shares · 0.3% of their software · price −$829K$52.2M−$6.8M
- Intapp, Inc.INTA798,968 shares · 0.3% of their software · price +$13.0M$51.2M+$943K
- GuidewireGWRE265,787 shares · 0.2% of their software · price −$3.8M$44.8MFlat
- DescartesDSGX352,421 shares · 0.2% of their software · price +$3.7M$40.0M−$7.4M
- Corpay, Inc.CPAY118,116 shares · 0.2% of their software · price +$3.0M$40.0M+$11.3M
- Zeta GlobalZETA2,111,522 shares · 0.2% of their software · price −$25.0M$38.0M−$26.8M
- Bentley SystemsBSY735,318 shares · 0.2% of their software · price −$3.0M$34.3M−$6.0M
- DuolingoDUOL104,693 shares · 0.2% of their software · price +$4.4M$33.9M−$4.3M
- PTCPTC176,619 shares · 0.2% of their software · price +$567K$32.5M+$11.2M
- CoStarCSGP408,638 shares · 0.2% of their software · price −$1.6M$29.3MFlat
- DatadogDDOG185,381 shares · 0.1% of their software · price +$5.2M$26.5M−$12.4M
- Clear Secure, Inc.YOU931,369 shares · 0.1% of their software · price −$6.1M$24.8M−$6.4M
- Euronet Worldwide, Inc.EEFT233,548 shares · 0.1% of their software · price +$843K$24.0MFlat
- QualysQLYS161,764 shares · 0.1% of their software · price +$1.9M$22.7M−$2.9M
- Clearwater AnalyticsCWAN562,406 shares · 0.1% of their software$15.5MNew
- Q2QTWO134,469 shares · 0.1% of their software · price +$2.8M$13.5M−$7.0M
- GitLabGTLB239,732 shares · 0.1% of their software · price +$1.2M$13.5M−$12.7M
- CommvaultCVLT68,808 shares · 0.1% of their software$10.4M−$3.1M
- Commerce.com, Inc.CMRC1,517,032 shares · 0.1% of their software$9.3MFlat
- monday.comMNDY13,501 shares · 0.0% of their software · price −$571K$3.2MFlat
- Paychex, Inc.PAYX4,000 shares · 0.0% of their software$561KFlat