Generalist · Boston, MA
Grantham, Mayo, Van Otterloo & CO. LLC
- Software
- $3.9B
- Weight of 13F
- 9.0%
- Names
- 27
- Vs prior quarter
- +$223M
Filed 13 August 2026.
663 positions in the whole 13F.
Software held
- MicrosoftMSFT6,816,326 shares · 65.6% of their software$2.5B+$256M
- SalesforceCRM4,427,933 shares · 17.9% of their software$694MFlat
- SynopsysSNPS961,706 shares · 11.1% of their software$429M+$68.1M
- OpenTextOTEX1,666,909 shares · 1.0% of their software$36.9M−$901K
- PTCPTC286,664 shares · 0.8% of their software$32.6M+$2.3M
- ZoomZM335,304 shares · 0.7% of their software$28.9M−$967K
- AdobeADBE114,697 shares · 0.6% of their software$23.5M−$2.8M
- SAPSAP117,647 shares · 0.5% of their software$18.1M+$841K
- NICENICE193,368 shares · 0.5% of their software$17.6M−$5.7M
- IntuitINTU43,604 shares · 0.3% of their software$11.4M+$8.6M
- TrimbleTRMB209,551 shares · 0.3% of their software$10.7M+$9.0M
- Gen DigitalGEN400,898 shares · 0.3% of their software$10.0MNew