Generalist · New York, NY
Clearbridge Investments
Q3 2025 · compared with Q2 2025
Filed as Clearbridge Investments, LLC
- Software
- $18.4B
- Weight of 13F
- 13.9%
- Names
- 66
- Net bought
- −$564M
Filed 13 November 2025 · SEC filing.
704 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
- MicrosoftMSFT11,890,252 shares · 33.4% of their software · price +$244M$6.2BFlat
- OracleORCL4,590,631 shares · 7.0% of their software · price +$287M$1.3B+$389M
- Palo Alto NetworksPANW5,859,097 shares · 6.5% of their software · price −$6.0M$1.2B+$124M
- IntuitINTU1,281,847 shares · 4.8% of their software · price −$134M$875M+$112M
- Uber Technologies, Inc.UBER6,861,280 shares · 3.6% of their software · price +$32.0M$672M−$10.6M
- SynopsysSNPS1,358,418 shares · 3.6% of their software · price −$26.2M$670M−$136M
- ShopifySHOP4,354,811 shares · 3.5% of their software · price +$145M$647M−$93.3M
- AutodeskADSK1,960,336 shares · 3.4% of their software · price +$15.9M$623M−$7.1M
- AppLovinAPP862,028 shares · 3.4% of their software · price +$318M$619M−$24.7M
- ServiceNowNOW655,191 shares · 3.3% of their software · price −$70.6M$603M+$49.0M
- CrowdStrikeCRWD1,082,987 shares · 2.9% of their software · price −$20.5M$531M−$47.1M
- SalesforceCRM1,868,417 shares · 2.4% of their software · price −$66.7M$443M−$279M
- DoximityDOCS5,128,772 shares · 2.0% of their software · price +$60.6M$375M−$3.6M
- HubSpotHUBS652,139 shares · 1.7% of their software · price −$57.9M$305M−$101M
- SnowflakeSNOW1,072,691 shares · 1.3% of their software · price +$1.9M$242M−$5.3M
- Automatic Data Processing, Inc.ADP723,388 shares · 1.2% of their software · price −$10.8M$212M−$2.4M
- DatadogDDOG1,482,607 shares · 1.1% of their software · price +$12.0M$211M+$180M
- Check PointCHKP971,042 shares · 1.1% of their software · price −$13.9M$201M−$10.7M
- DocuSignDOCU2,711,710 shares · 1.1% of their software · price −$15.7M$195M−$5.1M
- PalantirPLTR947,158 shares · 0.9% of their software · price +$43.7M$173MFlat
- WixWIX896,389 shares · 0.9% of their software · price +$17.2M$159M−$3.0M
- Shift4 Payments, Inc.FOUR1,994,284 shares · 0.8% of their software · price −$43.3M$154M+$6.2M
- SAPSAP550,234 shares · 0.8% of their software · price −$20.3M$147M−$13.8M
- VaronisVRNS2,270,399 shares · 0.7% of their software · price +$15.3M$130M−$7.6M
- Block, Inc.XYZ1,550,154 shares · 0.6% of their software · price +$6.7M$112M−$14.5M
- DynatraceDT2,183,705 shares · 0.6% of their software · price −$14.8M$106M−$1.3M
- Rubrik, Inc.RBRK1,267,528 shares · 0.6% of their software · price −$9.3M$104M+$3.6M
- Global-EGLBE2,647,253 shares · 0.5% of their software · price +$5.9M$94.7M+$10.0M
- OpenTextOTEX2,518,853 shares · 0.5% of their software · price +$20.6M$94.2M−$1.5M
- Fair IsaacFICO58,652 shares · 0.5% of their software · price −$19.4M$87.8MNew · +$107M
- FortinetFTNT974,335 shares · 0.4% of their software · price −$21.1M$81.9MFlat
- Fiserv, Inc.FISV605,787 shares · 0.4% of their software · price −$26.3M$78.1M+$5.9M
- Amdocs LimitedDOX783,290 shares · 0.3% of their software · price −$7.2M$64.3MFlat
- GuidewireGWRE262,188 shares · 0.3% of their software · price −$1.5M$60.3M−$860K
- nCinoNCNO2,152,255 shares · 0.3% of their software · price −$1.9M$58.3M−$1.5M
- KlaviyoKVYO1,981,598 shares · 0.3% of their software · price −$11.7M$54.9M−$1.5M
- monday.comMNDY243,108 shares · 0.3% of their software · price −$29.4M$47.1M+$14.9M
- SentinelOneS2,580,172 shares · 0.2% of their software · price −$1.7M$45.4MFlat
- Zeta GlobalZETA2,077,407 shares · 0.2% of their software · price +$9.1M$41.3M−$689K
- SailPointSAIL1,645,132 shares · 0.2% of their software · price −$1.3M$36.3M−$1.8M
- VeriskVRSK144,223 shares · 0.2% of their software · price −$8.7M$36.3M+$8.8M
- CoStarCSGP399,113 shares · 0.2% of their software · price +$1.6M$33.7MFlat
- Intapp, Inc.INTA794,562 shares · 0.2% of their software · price −$8.5M$32.5MFlat
- PaylocityPCTY203,900 shares · 0.2% of their software · price −$4.5M$32.5M−$66.1M
- PTCPTC153,115 shares · 0.2% of their software · price +$4.7M$31.1M−$30.3M
- Clear Secure, Inc.YOU916,768 shares · 0.2% of their software · price +$5.2M$30.6MFlat
- DescartesDSGX322,500 shares · 0.2% of their software · price −$2.4M$30.4MFlat
- DuolingoDUOL85,296 shares · 0.1% of their software · price −$7.5M$27.5M−$704K
- PagerDutyPD1,516,835 shares · 0.1% of their software · price +$1.9M$25.1M−$6.6M
- Sprout SocialSPT1,559,151 shares · 0.1% of their software · price −$12.5M$20.1M−$9.7M
- Bentley SystemsBSY300,876 shares · 0.1% of their software · price −$749K$15.5M−$28.7M
- Chime Financial, Inc.CHYM694,738 shares · 0.1% of their software · price −$10.0M$14.0MFlat
- Clearwater AnalyticsCWAN689,842 shares · 0.1% of their software$12.4M—
- Euronet Worldwide, Inc.EEFT127,407 shares · 0.1% of their software · price −$1.7M$11.2MFlat
- QualysQLYS82,165 shares · 0.1% of their software · price −$866K$10.9MFlat
- Corpay, Inc.CPAY32,307 shares · 0.1% of their software · price −$1.4M$9.3M−$22.9M
- Netskope, Inc.NTSK400,000 shares · 0.0% of their software$9.1MNew · +$9.1M
- Cellebrite DI Ltd.CLBT456,338 shares · 0.0% of their software · price +$1.2M$8.5MNew · +$7.3M
- CommvaultCVLT40,827 shares · 0.0% of their software · price +$590K$7.7M−$963K
- Q2QTWO93,698 shares · 0.0% of their software · price −$2.0M$6.8MFlat
- Life360, Inc.LIF59,775 shares · 0.0% of their software · price +$2.5M$6.4M+$1.4M
- Commerce.com, Inc.CMRC1,050,695 shares · 0.0% of their software$5.2MFlat
- MongoDBMDB5,734 shares · 0.0% of their software · price +$576K$1.8MFlat
- CloudflareNET7,832 shares · 0.0% of their software$1.7MFlat
- Paychex, Inc.PAYX4,000 shares · 0.0% of their software$507KFlat
- AdobeADBE655 shares · 0.0% of their software$231K−$9.1M