Generalist · New York, NY
Clearbridge Investments
Q1 2025 · compared with Q4 2024
Filed as Clearbridge Investments, LLC
- Software
- $15.9B
- Weight of 13F
- 13.9%
- Names
- 62
- Net bought
- −$677M
Filed 13 May 2025 · SEC filing.
696 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
- MicrosoftMSFT11,871,342 shares · 28.1% of their software · price −$547M$4.5B−$154M
- SalesforceCRM3,354,521 shares · 5.7% of their software · price −$221M$900M−$45.6M
- Palo Alto NetworksPANW4,656,184 shares · 5.0% of their software · price −$52.7M$795M−$21.7M
- IntuitINTU1,185,778 shares · 4.6% of their software · price −$17.2M$728M+$49.0M
- WorkdayWDAY2,911,638 shares · 4.3% of their software · price −$71.3M$680M+$64.1M
- SynopsysSNPS1,483,831 shares · 4.0% of their software · price −$83.9M$636M+$551M
- Uber Technologies, Inc.UBER8,726,863 shares · 4.0% of their software · price +$109M$636M−$40.3M
- CrowdStrikeCRWD1,533,392 shares · 3.4% of their software · price +$16.0M$541M−$88.7M
- HubSpotHUBS942,524 shares · 3.4% of their software · price −$118M$538M−$105M
- AutodeskADSK1,961,409 shares · 3.2% of their software · price −$66.2M$513M−$120M
- ShopifySHOP4,985,839 shares · 3.0% of their software · price −$54.1M$476M−$89.6M
- OracleORCL3,242,107 shares · 2.9% of their software · price −$87.0M$453M−$359M
- ServiceNowNOW568,091 shares · 2.8% of their software · price −$150M$452M−$58.8M
- AppLovinAPP1,125,552 shares · 1.9% of their software · price −$66.2M$298M+$57.6M
- DoximityDOCS5,001,999 shares · 1.8% of their software · price +$23.2M$290M−$6.4M
- AdobeADBE654,554 shares · 1.6% of their software · price −$40.0M$251M−$293M
- Automatic Data Processing, Inc.ADP790,481 shares · 1.5% of their software · price +$10.1M$242MFlat
- Check PointCHKP1,030,955 shares · 1.5% of their software · price +$42.5M$235M+$92.0M
- DocuSignDOCU2,786,871 shares · 1.4% of their software · price −$23.8M$227M+$9.9M
- PalantirPLTR2,445,517 shares · 1.3% of their software · price +$21.4M$206M+$129M
- SnowflakeSNOW1,218,958 shares · 1.1% of their software · price −$10.1M$178M+$6.5M
- SAPSAP627,284 shares · 1.1% of their software · price +$13.9M$168M−$201M
- WixWIX934,007 shares · 1.0% of their software · price −$47.8M$153M−$25.1M
- Shift4 Payments, Inc.FOUR1,714,321 shares · 0.9% of their software · price −$37.8M$140M−$3.2M
- Fiserv, Inc.FISV577,835 shares · 0.8% of their software · price +$8.9M$128M−$28.8M
- VaronisVRNS2,599,687 shares · 0.7% of their software · price −$10.3M$105M+$1.4M
- DynatraceDT2,202,702 shares · 0.7% of their software · price −$15.9M$104MFlat
- PaylocityPCTY543,421 shares · 0.6% of their software · price −$6.6M$102M+$51.0M
- FortinetFTNT1,016,044 shares · 0.6% of their software · price +$1.8M$97.8M−$1.6M
- Block, Inc.XYZ1,673,928 shares · 0.6% of their software · price −$51.3M$90.9M−$5.5M
- Rubrik, Inc.RBRK1,316,947 shares · 0.5% of their software · price −$5.8M$80.3M+$9.4M
- Global-EGLBE2,229,825 shares · 0.5% of their software · price −$42.1M$79.5M−$2.1M
- OpenTextOTEX2,709,296 shares · 0.4% of their software · price −$8.3M$68.4M−$3.5M
- KlaviyoKVYO1,915,848 shares · 0.4% of their software · price −$21.0M$58.0M−$10.4M
- Sprout SocialSPT2,371,412 shares · 0.3% of their software · price −$20.7M$52.1M−$5.9M
- nCinoNCNO1,814,130 shares · 0.3% of their software · price −$11.1M$49.8M+$3.5M
- GuidewireGWRE265,818 shares · 0.3% of their software · price +$5.0M$49.8MFlat
- SentinelOneS2,603,706 shares · 0.3% of their software · price −$10.5M$47.3M+$1.1M
- Corpay, Inc.CPAY132,430 shares · 0.3% of their software · price +$1.4M$46.2M+$4.8M
- Intapp, Inc.INTA788,314 shares · 0.3% of their software · price −$4.5M$46.0M−$683K
- PagerDutyPD2,452,516 shares · 0.3% of their software$44.8M−$7.4M
- MongoDBMDB230,089 shares · 0.3% of their software · price −$13.2M$40.4M−$12.5M
- monday.comMNDY153,368 shares · 0.2% of their software · price +$1.2M$37.3M+$32.9M
- DescartesDSGX337,729 shares · 0.2% of their software · price −$4.3M$34.1M−$1.7M
- Bentley SystemsBSY828,869 shares · 0.2% of their software · price −$6.1M$32.6M+$4.4M
- SailPointSAIL1,714,543 shares · 0.2% of their software$32.1MNew · +$32.1M
- Zeta GlobalZETA2,361,986 shares · 0.2% of their software · price −$10.5M$32.0M+$4.5M
- CoStarCSGP398,206 shares · 0.2% of their software · price +$3.0M$31.5M−$747K
- PTCPTC194,874 shares · 0.2% of their software · price −$5.6M$30.2M+$3.4M
- DuolingoDUOL91,663 shares · 0.2% of their software · price −$1.3M$28.5M−$4.2M
- Clearwater AnalyticsCWAN1,015,893 shares · 0.2% of their software$27.2M—
- Clear Secure, Inc.YOU931,369 shares · 0.2% of their software · price −$680K$24.1MFlat
- Euronet Worldwide, Inc.EEFT161,714 shares · 0.1% of their software · price +$648K$17.3M−$7.4M
- DatadogDDOG144,510 shares · 0.1% of their software · price −$6.3M$14.3M−$5.8M
- QualysQLYS100,305 shares · 0.1% of their software · price −$1.4M$12.6M−$8.6M
- CommvaultCVLT56,190 shares · 0.1% of their software$8.9M−$1.9M
- Q2QTWO110,142 shares · 0.1% of their software · price −$2.3M$8.8M−$2.4M
- Commerce.com, Inc.CMRC1,248,924 shares · 0.0% of their software$7.2M−$1.6M
- GitLabGTLB119,330 shares · 0.0% of their software · price −$1.1M$5.6M−$6.8M
- The Trade DeskTTD46,172 shares · 0.0% of their software · price −$2.9M$2.5M−$56.2M
- VeriskVRSK4,790 shares · 0.0% of their software$1.4MNew · +$1.3M
- Paychex, Inc.PAYX4,000 shares · 0.0% of their software$617KFlat