Generalist · New York, NY
Clearbridge Investments
Q1 2026 · compared with Q4 2025
Filed as Clearbridge Investments, LLC
- Software
- $10.0B
- Weight of 13F
- 8.7%
- Names
- 51
- Net bought
- −$2.8B
685 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
- MicrosoftMSFT9,270,237 shares · 34.3% of their software · price −$1.1B$3.4B−$526M
- Palo Alto NetworksPANW4,910,797 shares · 7.9% of their software · price −$117M$787M−$127M
- OracleORCL4,218,489 shares · 6.2% of their software · price −$202M$621M−$133M
- Automatic Data Processing, Inc.ADP2,398,931 shares · 4.9% of their software · price −$130M$487M+$183M
- Uber Technologies, Inc.UBER5,934,824 shares · 4.3% of their software · price −$58.0M$427M−$41.3M
- CrowdStrikeCRWD974,610 shares · 3.8% of their software · price −$76.4M$380M−$15.9M
- SynopsysSNPS954,363 shares · 3.8% of their software · price −$69.9M$378M−$117M
- IntuitINTU870,442 shares · 3.8% of their software · price −$200M$376M−$216M
- ServiceNowNOW3,501,277 shares · 3.7% of their software · price −$170M$366M−$94.3M
- ShopifySHOP3,041,015 shares · 3.6% of their software · price −$129M$361M−$181M
- AutodeskADSK1,490,207 shares · 3.6% of their software · price −$84.4M$357M−$105M
- AppLovinAPP708,732 shares · 2.8% of their software · price −$195M$282M−$22.2M
- DatadogDDOG1,567,724 shares · 1.9% of their software · price −$28.1M$185M+$31.4M
- SnowflakeSNOW1,035,355 shares · 1.6% of their software · price −$71.0M$156MFlat
- DoximityDOCS4,975,398 shares · 1.2% of their software · price −$104M$116M−$4.0M
- Block, Inc.XYZ1,822,759 shares · 1.1% of their software · price −$8.9M$110M+$22.4M
- PalantirPLTR718,677 shares · 1.1% of their software · price −$22.6M$105M−$23.2M
- Fair IsaacFICO97,804 shares · 1.0% of their software · price −$60.9M$104M−$6.2M
- WixWIX1,044,153 shares · 0.9% of their software · price −$14.4M$94.0M−$3.7M
- DocuSignDOCU1,960,406 shares · 0.9% of their software · price −$41.1M$92.9M−$45.5M
- Shift4 Payments, Inc.FOUR1,819,379 shares · 0.8% of their software · price −$35.0M$79.6M−$13.0M
- Global-EGLBE2,527,058 shares · 0.8% of their software · price −$21.4M$78.0M−$4.6M
- Rubrik, Inc.RBRK1,448,294 shares · 0.7% of their software · price −$39.8M$70.9M+$6.5M
- OpenTextOTEX2,360,741 shares · 0.5% of their software · price −$24.4M$52.5M−$2.7M
- VaronisVRNS2,360,807 shares · 0.5% of their software · price −$26.7M$50.7M−$6.0M
- GuidewireGWRE262,121 shares · 0.4% of their software · price −$13.5M$39.2MFlat
- FortinetFTNT474,705 shares · 0.4% of their software · price +$1.1M$38.8M−$18.6M
- DynatraceDT1,030,106 shares · 0.4% of their software · price −$6.6M$38.1M−$48.9M
- Clear Secure, Inc.YOU761,524 shares · 0.4% of their software · price +$10.2M$36.9M−$5.5M
- DescartesDSGX474,300 shares · 0.3% of their software · price −$7.6M$33.9M+$6.2M
- Zeta GlobalZETA2,089,609 shares · 0.3% of their software · price −$9.3M$33.3M−$3.2M
- SAPSAP189,173 shares · 0.3% of their software · price −$13.6M$32.4M−$86.2M
- nCinoNCNO2,113,704 shares · 0.3% of their software · price −$22.5M$31.7MFlat
- KlaviyoKVYO1,473,431 shares · 0.3% of their software · price −$19.2M$28.7M−$5.5M
- SentinelOneS2,075,536 shares · 0.3% of their software · price −$4.4M$26.7M−$7.6M
- Netskope, Inc.NTSK2,242,873 shares · 0.2% of their software · price −$20.3M$19.0M+$26.4M
- Intapp, Inc.INTA727,711 shares · 0.2% of their software · price −$14.6M$18.7M−$2.7M
- Bentley SystemsBSY385,285 shares · 0.1% of their software · price −$1.2M$13.5M+$3.5M
- Chime Financial, Inc.CHYM575,009 shares · 0.1% of their software · price −$3.7M$10.8M+$6.1M
- Euronet Worldwide, Inc.EEFT161,093 shares · 0.1% of their software · price −$1.6M$10.7MFlat
- Cellebrite DI Ltd.CLBT701,852 shares · 0.1% of their software · price −$3.0M$9.7MFlat
- Sprout SocialSPT1,289,499 shares · 0.1% of their software · price −$7.2M$7.4M−$3.0M
- Q2QTWO137,287 shares · 0.1% of their software · price −$3.4M$6.5M+$2.0M
- CommvaultCVLT68,384 shares · 0.1% of their software · price −$3.2M$5.3M+$3.8M
- PAR Technology CorporationPAR223,288 shares · 0.0% of their software · price −$5.1M$3.0MNew · +$8.1M
- CloudflareNET11,983 shares · 0.0% of their software$2.5M+$818K
- HubSpotHUBS8,279 shares · 0.0% of their software · price −$1.3M$2.0M−$227M
- MongoDBMDB5,533 shares · 0.0% of their software · price −$968K$1.4MFlat
- SailPointSAIL71,032 shares · 0.0% of their software$940K−$31.7M
- Life360, Inc.LIF19,944 shares · 0.0% of their software$814K−$2.9M
- Paychex, Inc.PAYX4,000 shares · 0.0% of their software$368KFlat