Generalist · New York, NY
Clearbridge Investments
Q2 2025 · compared with Q1 2025
Filed as Clearbridge Investments, LLC
- Software
- $18.4B
- Weight of 13F
- 15.0%
- Names
- 66
- Net bought
- −$727M
Filed 12 August 2025 · SEC filing.
698 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
- MicrosoftMSFT11,909,708 shares · 32.1% of their software · price +$1.5B$5.9BFlat
- Palo Alto NetworksPANW5,254,888 shares · 5.8% of their software · price +$179M$1.1B+$102M
- IntuitINTU1,139,152 shares · 4.9% of their software · price +$198M$897M−$28.6M
- SynopsysSNPS1,623,822 shares · 4.5% of their software · price +$136M$833M+$60.0M
- SalesforceCRM2,891,497 shares · 4.3% of their software · price +$12.5M$788M−$124M
- Uber Technologies, Inc.UBER6,974,844 shares · 3.5% of their software · price +$143M$651M−$128M
- WorkdayWDAY2,604,591 shares · 3.4% of their software · price +$16.9M$625M−$71.7M
- ServiceNowNOW607,555 shares · 3.4% of their software · price +$141M$625M+$31.4M
- OracleORCL2,809,902 shares · 3.3% of their software · price +$221M$614M−$60.4M
- AutodeskADSK1,983,220 shares · 3.3% of their software · price +$94.7M$614M+$5.7M
- CrowdStrikeCRWD1,175,532 shares · 3.2% of their software · price +$184M$599M−$126M
- ShopifySHOP5,163,273 shares · 3.2% of their software · price +$103M$596M+$16.9M
- HubSpotHUBS832,764 shares · 2.5% of their software · price −$12.2M$464M−$62.7M
- AppLovinAPP932,631 shares · 1.8% of their software · price +$79.4M$326M−$51.1M
- DoximityDOCS5,187,860 shares · 1.7% of their software · price +$17.2M$318M+$10.8M
- SnowflakeSNOW1,096,242 shares · 1.3% of their software · price +$85.1M$245M−$17.9M
- Check PointCHKP1,019,290 shares · 1.2% of their software · price −$6.8M$226M−$2.7M
- Automatic Data Processing, Inc.ADP731,129 shares · 1.2% of their software · price +$2.1M$225M−$18.1M
- DocuSignDOCU2,777,121 shares · 1.2% of their software · price −$9.7M$216MFlat
- Shift4 Payments, Inc.FOUR1,932,050 shares · 1.0% of their software · price +$33.6M$191M+$17.8M
- SAPSAP595,612 shares · 1.0% of their software · price +$21.2M$181M−$8.5M
- WixWIX915,322 shares · 0.8% of their software · price −$4.5M$145M−$3.1M
- PalantirPLTR946,047 shares · 0.7% of their software · price +$49.1M$129M−$127M
- VaronisVRNS2,420,792 shares · 0.7% of their software · price +$24.9M$123M−$7.2M
- DynatraceDT2,207,468 shares · 0.7% of their software · price +$17.8M$122MFlat
- Block, Inc.XYZ1,763,992 shares · 0.7% of their software · price +$24.0M$120M+$4.9M
- Rubrik, Inc.RBRK1,227,559 shares · 0.6% of their software · price +$35.1M$110M−$5.5M
- PaylocityPCTY568,939 shares · 0.6% of their software · price −$3.5M$103M+$4.8M
- FortinetFTNT967,169 shares · 0.6% of their software · price +$9.1M$102M−$4.7M
- Fiserv, Inc.FISV571,357 shares · 0.5% of their software · price −$27.7M$98.5M−$1.4M
- Global-EGLBE2,350,403 shares · 0.4% of their software · price −$5.0M$78.8M+$4.3M
- OpenTextOTEX2,570,857 shares · 0.4% of their software · price +$10.1M$75.1M−$3.5M
- Amdocs LimitedDOX782,978 shares · 0.4% of their software$71.4MNew · +$71.6M
- KlaviyoKVYO2,026,846 shares · 0.4% of their software · price +$6.7M$68.1M+$3.4M
- GuidewireGWRE265,840 shares · 0.3% of their software · price +$12.8M$62.6MFlat
- nCinoNCNO2,207,159 shares · 0.3% of their software · price +$1.1M$61.7M+$10.8M
- monday.comMNDY195,739 shares · 0.3% of their software · price +$14.0M$61.6M+$10.3M
- PTCPTC328,759 shares · 0.3% of their software · price +$5.7M$56.7M+$20.7M
- SentinelOneS2,603,706 shares · 0.3% of their software$47.6MFlat
- Bentley SystemsBSY831,873 shares · 0.2% of their software · price +$12.2M$44.9MFlat
- Sprout SocialSPT2,024,988 shares · 0.2% of their software · price −$2.2M$42.3M−$7.6M
- Intapp, Inc.INTA800,612 shares · 0.2% of their software · price −$5.4M$41.3M+$718K
- SailPointSAIL1,723,449 shares · 0.2% of their software · price +$7.1M$39.4MFlat
- VeriskVRSK115,904 shares · 0.2% of their software · price +$1.6M$36.1M+$33.1M
- DuolingoDUOL87,012 shares · 0.2% of their software · price +$8.7M$35.7M−$1.4M
- Corpay, Inc.CPAY101,333 shares · 0.2% of their software · price −$1.7M$33.6M−$10.8M
- DescartesDSGX325,237 shares · 0.2% of their software$33.1M−$1.3M
- Zeta GlobalZETA2,121,898 shares · 0.2% of their software · price +$4.1M$32.9M−$3.3M
- CoStarCSGP398,212 shares · 0.2% of their software$32.0MFlat
- PagerDutyPD1,948,867 shares · 0.2% of their software · price −$5.8M$29.8M−$9.2M
- Clear Secure, Inc.YOU931,369 shares · 0.1% of their software · price +$1.7M$25.9MFlat
- Chime Financial, Inc.CHYM700,020 shares · 0.1% of their software$24.2MNew · +$24.2M
- Clearwater AnalyticsCWAN1,007,373 shares · 0.1% of their software$22.1MFlat
- DatadogDDOG140,723 shares · 0.1% of their software · price +$4.9M$18.9MFlat
- Euronet Worldwide, Inc.EEFT125,228 shares · 0.1% of their software · price −$685K$12.7M−$3.9M
- QualysQLYS85,578 shares · 0.1% of their software · price +$1.4M$12.2M−$1.9M
- AdobeADBE24,230 shares · 0.1% of their software$9.4M−$242M
- Q2QTWO91,067 shares · 0.0% of their software · price +$1.2M$8.5M−$1.5M
- CommvaultCVLT46,352 shares · 0.0% of their software · price +$768K$8.1M−$1.6M
- GitLabGTLB119,290 shares · 0.0% of their software$5.4MFlat
- Commerce.com, Inc.CMRC1,026,108 shares · 0.0% of their software · price −$780K$5.1M−$1.3M
- The Trade DeskTTD46,340 shares · 0.0% of their software · price +$800K$3.3MFlat
- Life360, Inc.LIF38,915 shares · 0.0% of their software · price +$1.0M$2.5MNew · +$1.5M
- CloudflareNET7,630 shares · 0.0% of their software · price +$634K$1.5MNew · +$860K
- MongoDBMDB5,576 shares · 0.0% of their software$1.2M−$39.4M
- Paychex, Inc.PAYX4,000 shares · 0.0% of their software$582KFlat