Generalist · New York, NY
Clearbridge Investments
Q4 2025 · compared with Q3 2025
Filed as Clearbridge Investments, LLC
- Software
- $15.9B
- Weight of 13F
- 12.8%
- Names
- 62
- Net bought
- +$2.2B
Filed 11 February 2026 · SEC filing.
691 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
- MicrosoftMSFT10,357,897 shares · 31.5% of their software · price −$356M$5.0B−$794M
- Palo Alto NetworksPANW5,601,625 shares · 6.5% of their software · price −$109M$1.0B−$52.4M
- OracleORCL4,900,873 shares · 6.0% of their software · price −$423M$955M+$87.3M
- IntuitINTU1,196,536 shares · 5.0% of their software · price −$24.5M$793M−$58.3M
- ShopifySHOP4,167,267 shares · 4.2% of their software · price +$51.5M$671M−$27.9M
- ServiceNowNOW4,116,668 shares · 4.0% of their software · price −$3.2B$631M+$3.2B
- SynopsysSNPS1,203,804 shares · 3.6% of their software · price −$28.5M$565M−$76.3M
- AutodeskADSK1,844,472 shares · 3.4% of their software · price −$40.0M$546M−$36.8M
- SalesforceCRM2,045,223 shares · 3.4% of their software · price +$57.1M$542M+$41.9M
- Uber Technologies, Inc.UBER6,439,772 shares · 3.3% of their software · price −$105M$526M−$41.3M
- AppLovinAPP741,609 shares · 3.1% of their software · price −$33.2M$500M−$86.5M
- CrowdStrikeCRWD1,008,536 shares · 3.0% of their software · price −$21.8M$473M−$36.5M
- Automatic Data Processing, Inc.ADP1,687,793 shares · 2.7% of their software · price −$61.2M$434M+$283M
- HubSpotHUBS573,651 shares · 1.4% of their software · price −$38.1M$230M−$36.7M
- SnowflakeSNOW1,035,695 shares · 1.4% of their software · price −$6.4M$227M−$8.3M
- DoximityDOCS5,066,841 shares · 1.4% of their software · price −$146M$224M−$4.5M
- Check PointCHKP987,465 shares · 1.2% of their software · price −$21.1M$183M+$3.4M
- DatadogDDOG1,337,187 shares · 1.1% of their software · price −$8.6M$182M−$20.7M
- DocuSignDOCU2,625,984 shares · 1.1% of their software · price −$9.7M$180M−$6.2M
- Fair IsaacFICO101,473 shares · 1.1% of their software · price +$19.7M$172M+$64.1M
- PalantirPLTR849,350 shares · 0.9% of their software · price −$4.0M$151M−$17.8M
- SAPSAP543,921 shares · 0.8% of their software · price −$13.2M$132M−$1.7M
- Shift4 Payments, Inc.FOUR2,025,529 shares · 0.8% of their software · price −$29.2M$128M+$2.4M
- WixWIX1,079,489 shares · 0.7% of their software · price −$79.6M$112M+$32.5M
- Rubrik, Inc.RBRK1,363,888 shares · 0.7% of their software · price −$7.9M$104M+$7.9M
- Global-EGLBE2,642,981 shares · 0.7% of their software · price +$9.4M$104MFlat
- Block, Inc.XYZ1,477,895 shares · 0.6% of their software · price −$10.6M$96.2M−$5.2M
- DynatraceDT2,157,902 shares · 0.6% of their software · price −$11.0M$93.5M−$1.3M
- VaronisVRNS2,544,180 shares · 0.5% of their software · price −$62.8M$83.4M+$15.7M
- Amdocs LimitedDOX989,594 shares · 0.5% of their software · price −$1.5M$79.7M+$16.9M
- OpenTextOTEX2,444,296 shares · 0.5% of their software · price −$11.7M$79.6M−$2.8M
- FortinetFTNT708,668 shares · 0.4% of their software · price −$3.3M$56.3M−$22.3M
- nCinoNCNO2,127,585 shares · 0.3% of their software · price −$3.1M$54.6M−$669K
- KlaviyoKVYO1,641,958 shares · 0.3% of their software · price +$7.8M$53.3M−$9.4M
- GuidewireGWRE262,551 shares · 0.3% of their software · price −$7.6M$52.8MFlat
- Zeta GlobalZETA2,248,191 shares · 0.3% of their software · price +$1.1M$45.8M+$3.4M
- SentinelOneS2,581,027 shares · 0.2% of their software · price −$6.7M$38.7MFlat
- Intapp, Inc.INTA786,541 shares · 0.2% of their software · price +$3.9M$36.0MFlat
- DescartesDSGX403,854 shares · 0.2% of their software · price −$2.7M$35.4M+$7.7M
- VeriskVRSK154,804 shares · 0.2% of their software · price −$4.3M$34.6M+$2.7M
- SailPointSAIL1,636,859 shares · 0.2% of their software · price −$3.0M$33.1MFlat
- Clear Secure, Inc.YOU918,072 shares · 0.2% of their software · price +$1.6M$32.2MFlat
- monday.comMNDY187,671 shares · 0.2% of their software · price −$8.7M$27.7M−$10.7M
- CoStarCSGP382,138 shares · 0.2% of their software · price −$6.5M$25.7M−$1.4M
- Clearwater AnalyticsCWAN1,039,953 shares · 0.2% of their software$25.1M—
- Sprout SocialSPT1,555,545 shares · 0.1% of their software · price −$2.6M$17.5MFlat
- Tyler TechnologiesTYL33,131 shares · 0.1% of their software · price −$2.3M$15.0MNew · +$17.3M
- Netskope, Inc.NTSK737,933 shares · 0.1% of their software · price −$3.8M$12.9M+$7.7M
- Cellebrite DI Ltd.CLBT713,214 shares · 0.1% of their software$12.9M+$4.8M
- Euronet Worldwide, Inc.EEFT167,291 shares · 0.1% of their software · price −$2.0M$12.7M+$3.5M
- Bentley SystemsBSY293,488 shares · 0.1% of their software · price −$3.9M$11.2MFlat
- DuolingoDUOL57,576 shares · 0.1% of their software · price −$8.4M$10.1M−$8.9M
- Chime Financial, Inc.CHYM332,047 shares · 0.1% of their software · price +$1.7M$8.4M−$7.3M
- Q2QTWO110,167 shares · 0.0% of their software$7.9M+$1.2M
- PagerDutyPD472,676 shares · 0.0% of their software · price −$1.6M$6.2M−$17.2M
- CommvaultCVLT37,811 shares · 0.0% of their software · price −$2.4M$4.7M−$569K
- Life360, Inc.LIF65,718 shares · 0.0% of their software · price −$2.8M$4.2M+$632K
- Commerce.com, Inc.CMRC975,952 shares · 0.0% of their software · price −$849K$4.0MFlat
- MongoDBMDB5,734 shares · 0.0% of their software · price +$627K$2.4MFlat
- CloudflareNET7,832 shares · 0.0% of their software$1.5MFlat
- Paychex, Inc.PAYX4,000 shares · 0.0% of their software$449KFlat
- AdobeADBE635 shares · 0.0% of their software$222KFlat