Generalist · Overland Park, KS
Mariner
Q1 2024 · compared with Q4 2023
Filed as Mariner, LLC
- Software
- $2.9B
- Weight of 13F
- 6.0%
- Names
- 149
- Net bought
- +$84.0M
Filed 15 May 2024 · SEC filing.
3,105 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 2026173 names$4.8B−$50.9M
- Q1 2026179 names$4.3B+$281M
- Q4 2025161 names$5.2B+$2.0B
- Q3 2025165 names$5.2B+$167M
- Q2 2025165 names$4.9B+$407M
- Q1 2025162 names$3.4B+$111M
- Q4 2024158 names$3.7B+$50.8M
- Q3 2024154 names$3.4B+$461M
- Q2 2024144 names$3.2B+$197M
- Q1 2024149 names$2.9B+$84.0M
- Q4 2023138 names$2.6B+$151M
- Q3 2023129 names$2.0B+$73.5M
- Q2 2023118 names$2.1B+$49.2M
- Q1 2023119 names$1.7B+$116M
- Q4 2022111 names$1.3B+$123M
- Q3 202297 names$1.2B+$156M
- Q2 202255 names$1.2B+$186M
- Q1 202250 names$1.3B+$266M
- Q4 202134 names$1.2B+$127M
- Q3 202132 names$993M+$99.4M
- Q2 202130 names$855M+$151M
- Q1 202125 names$700M+$86.9M
- Q4 202022 names$586M+$75.1M
- Q3 202017 names$467M−$4.9M
- Q2 202016 names$436M+$8.0M
- Q1 202018 names$339M+$32.7M
- Q4 201914 names$336M+$9.9M
- Q3 201915 names$293M−$4.9M
- Q2 201934 names$295M+$27.1M
- Q1 201932 names$205M+$51.8M
- Q4 201821 names$154M+$99.9M
- Q3 201821 names$76.3M+$3.2M
- Q2 201818 names$63.0M+$11.8M
- Q1 201815 names$46.4M+$12.7M
- Q4 201714 names$33.2M+$6.4M
- Q3 201712 names$23.3MFlat
- Q2 201712 names$21.5M−$4.8M
- Q1 201715 names$25.4M−$750K
- Q4 201615 names$24.7M+$5.3M
- Q3 201612 names$18.1M−$526K
- Q2 201610 names$17.4M—
What moved the book
The five software lines with the largest share change this quarter.
Software held
- MicrosoftMSFT3,561,482 shares · 52.1% of their software · price +$159M$1.5B+$34.9M
- ServiceNowNOW288,695 shares · 7.7% of their software · price +$16.1M$220M+$8.5M
- AdobeADBE340,089 shares · 6.0% of their software · price −$31.3M$172M+$4.3M
- OracleORCL710,394 shares · 3.1% of their software · price +$14.3M$89.2M+$3.1M
- FortinetFTNT1,256,419 shares · 3.0% of their software · price +$12.3M$85.8M+$10.3M
- Fiserv, Inc.FISV499,112 shares · 2.8% of their software · price +$13.5M$79.8M+$3.1M
- SynopsysSNPS120,160 shares · 2.4% of their software · price +$6.8M$68.7M+$1.5M
- Palo Alto NetworksPANW239,109 shares · 2.4% of their software · price −$2.6M$67.9M+$7.4M
- Paychex, Inc.PAYX467,975 shares · 2.0% of their software · price +$1.7M$57.5MFlat
- SalesforceCRM176,754 shares · 1.9% of their software · price +$6.7M$53.2M−$4.7M
- NetApp, Inc.NTAP479,917 shares · 1.8% of their software · price +$8.1M$50.4M+$1.4M
- Automatic Data Processing, Inc.ADP153,861 shares · 1.3% of their software · price +$2.6M$38.4M+$575K
- IntuitINTU48,562 shares · 1.1% of their software · price +$1.2M$31.6M+$984K
- CrowdStrikeCRWD88,738 shares · 1.0% of their software · price +$5.8M$28.4M−$1.3M
- Uber Technologies, Inc.UBER342,144 shares · 0.9% of their software · price +$5.3M$26.3M+$1.4M
- SnowflakeSNOW150,292 shares · 0.8% of their software · price −$5.6M$24.3MFlat
- ShopifySHOP250,247 shares · 0.7% of their software$19.3M+$1.2M
- The Trade DeskTTD209,818 shares · 0.6% of their software · price +$3.2M$18.3M+$622K
- Roper Technologies, Inc.ROP29,333 shares · 0.6% of their software$16.5MFlat
- AppLovinAPP207,779 shares · 0.5% of their software · price +$6.1M$14.4M+$7.4M
- CadenceCDNS40,993 shares · 0.4% of their software · price +$1.6M$12.8MFlat
- SAPSAP47,513 shares · 0.3% of their software · price +$1.9M$9.3M−$3.5M
- CloudflareNET84,855 shares · 0.3% of their software · price +$1.2M$8.2MFlat
- WorkdayWDAY30,095 shares · 0.3% of their software$8.2MFlat
- GuidewireGWRE69,791 shares · 0.3% of their software · price +$535K$8.1M−$1.4M
- Fair IsaacFICO5,886 shares · 0.3% of their software · price +$504K$7.4MFlat
- AutodeskADSK26,035 shares · 0.2% of their software$6.8MFlat
- FactSetFDS14,313 shares · 0.2% of their software$6.5M+$652K
- PalantirPLTR250,837 shares · 0.2% of their software · price +$1.5M$5.8MFlat
- Tyler TechnologiesTYL13,017 shares · 0.2% of their software$5.5MFlat
- Strategy IncMSTR3,222 shares · 0.2% of their software · price +$3.5M$5.5M+$703K
- VeevaVEEV22,132 shares · 0.2% of their software · price +$867K$5.1M+$548K
- Block, Inc.XYZ56,706 shares · 0.2% of their software$4.8MFlat
- MongoDBMDB13,275 shares · 0.2% of their software · price −$667K$4.8MFlat
- Check PointCHKP28,547 shares · 0.2% of their software$4.7MFlat
- BroadridgeBR22,761 shares · 0.2% of their software$4.7MFlat
- GoDaddyGDDY34,122 shares · 0.1% of their software$4.0MFlat
- F5, Inc.FFIV20,117 shares · 0.1% of their software$3.8M−$1.3M
- CoStarCSGP38,168 shares · 0.1% of their software$3.7MFlat
- VeriskVRSK15,548 shares · 0.1% of their software$3.7MFlat
- DoubleVerifyDV104,229 shares · 0.1% of their software$3.7M+$3.6M
- TwilioTWLO58,399 shares · 0.1% of their software · price −$860K$3.6M+$912K
- HubSpotHUBS5,227 shares · 0.1% of their software$3.3MFlat
- AkamaiAKAM26,276 shares · 0.1% of their software$2.9MFlat
- ZscalerZS14,034 shares · 0.1% of their software$2.7MFlat
- ProgressPRGS49,640 shares · 0.1% of their software$2.6MFlat
- OktaOKTA24,208 shares · 0.1% of their software$2.5MFlat
- PTCPTC11,767 shares · 0.1% of their software$2.2MFlat
- Adeia Inc.ADEA198,434 shares · 0.1% of their software$2.2MFlat
- UiPathPATH93,492 shares · 0.1% of their software$2.1M+$603K
- AtlassianTEAM10,775 shares · 0.1% of their software$2.1MFlat
- VeriSign, Inc.VRSN10,466 shares · 0.1% of their software$2.0MFlat
- Amdocs LimitedDOX21,158 shares · 0.1% of their software$1.9MFlat
- Sportradar Group AGSRAD155,649 shares · 0.1% of their software$1.8MFlat
- DatadogDDOG14,591 shares · 0.1% of their software$1.8MFlat
- Corpay, Inc.CPAY5,698 shares · 0.1% of their software$1.8MNew · +$1.6M
- WorkivaWK20,686 shares · 0.1% of their software$1.8MFlat
- Manhattan AssociatesMANH6,163 shares · 0.1% of their software$1.5MFlat
- Clear Secure, Inc.YOU68,194 shares · 0.1% of their software$1.5MFlat
- Bentley SystemsBSY27,070 shares · 0.0% of their software$1.4MFlat
- ToastTOST56,434 shares · 0.0% of their software$1.4MFlat
- PaylocityPCTY7,596 shares · 0.0% of their software$1.3M−$7.5M
- ProcorePCOR15,622 shares · 0.0% of their software$1.3MFlat
- NICENICE4,796 shares · 0.0% of their software$1.3MFlat
- Shift4 Payments, Inc.FOUR18,736 shares · 0.0% of their software$1.2MFlat
- DocuSignDOCU20,417 shares · 0.0% of their software$1.2MFlat
- DropboxDBX47,240 shares · 0.0% of their software$1.1MFlat
- SS&CSSNC17,705 shares · 0.0% of their software$1.1MFlat
- OpenTextOTEX28,835 shares · 0.0% of their software$1.1MFlat
- Xperi Inc.XPER90,211 shares · 0.0% of their software$1.1MFlat
- Remitly Global, Inc.RELY50,502 shares · 0.0% of their software$1.0MFlat
- i3 Verticals, Inc.IIIV42,284 shares · 0.0% of their software$968KFlat
- monday.comMNDY4,194 shares · 0.0% of their software$947KFlat
- WixWIX6,642 shares · 0.0% of their software$913KFlat
- DuolingoDUOL4,067 shares · 0.0% of their software$897KFlat
- JFrogFROG20,143 shares · 0.0% of their software$891KFlat
- CCC Intelligent Solutions Holdings Inc.CCC71,011 shares · 0.0% of their software$849KFlat
- WEX Inc.WEX3,457 shares · 0.0% of their software$821KFlat
- BILLBILL11,568 shares · 0.0% of their software$795KFlat
- QualysQLYS4,735 shares · 0.0% of their software$790KFlat
- SPS CommerceSPSC4,178 shares · 0.0% of their software$772KFlat
- ZoomZM11,310 shares · 0.0% of their software$739KFlat
- CertaraCERT41,221 shares · 0.0% of their software$737KFlat
- DynatraceDT14,945 shares · 0.0% of their software$694KFlat
- TrimbleTRMB10,696 shares · 0.0% of their software$688KFlat
- PaycomPAYC3,430 shares · 0.0% of their software$683KFlat
- ePlus inc.PLUS8,659 shares · 0.0% of their software$680KFlat
- RingCentralRNG19,449 shares · 0.0% of their software$676KFlat
- DescartesDSGX7,258 shares · 0.0% of their software$664KFlat
- Endava plcDAVA15,585 shares · 0.0% of their software · price −$620K$593K+$973K
- NutanixNTNX9,432 shares · 0.0% of their software$582KFlat
- StoneCo Ltd.STNE33,447 shares · 0.0% of their software$556KFlat
- Rapid7RPD11,217 shares · 0.0% of their software$550KFlat
- UnityU20,054 shares · 0.0% of their software$535K−$534K
- DoximityDOCS19,657 shares · 0.0% of their software$529KFlat
- Euronet Worldwide, Inc.EEFT4,761 shares · 0.0% of their software$523KFlat
- Gen DigitalGEN23,162 shares · 0.0% of their software$519KFlat
- GitLabGTLB8,585 shares · 0.0% of their software$501KFlat
- Grab Holdings LimitedGRAB154,539 shares · 0.0% of their software$485KFlat
- ElasticESTC4,688 shares · 0.0% of their software$470KFlat
- Lyft, Inc.LYFT23,960 shares · 0.0% of their software$464KFlat
- CS Disco, Inc.LAW56,727 shares · 0.0% of their software$461KFlat
- Five9FIVN7,339 shares · 0.0% of their software$456KFlat
- SentinelOneS19,430 shares · 0.0% of their software$453KFlat
- Global-EGLBE12,250 shares · 0.0% of their software$445KFlat
- Repay Holdings CorporationRPAY36,719 shares · 0.0% of their software$404KFlat
- MorningstarMORN1,285 shares · 0.0% of their software$396KFlat
- Alarm.com Holdings, Inc.ALRM5,325 shares · 0.0% of their software$386KFlat
- C3.aiAI14,220 shares · 0.0% of their software$385KFlat
- nCinoNCNO9,990 shares · 0.0% of their software$373KFlat
- ACI WorldwideACIW11,202 shares · 0.0% of their software$372KFlat
- VaronisVRNS7,856 shares · 0.0% of their software$371KFlat
- AppFolioAPPF1,429 shares · 0.0% of their software$353KFlat
- CommvaultCVLT3,460 shares · 0.0% of their software$351KFlat
- Joint Stock Company Kaspi.kzKSPI2,597 shares · 0.0% of their software$334KNew · Flat
- BlackbaudBLKB4,420 shares · 0.0% of their software$328KFlat
- EVERTEC, Inc.EVTC8,001 shares · 0.0% of their software$319KFlat
- TeradataTDC7,835 shares · 0.0% of their software$303KNew · Flat
- InterDigital, Inc.IDCC2,775 shares · 0.0% of their software$295KFlat
- Bandwidth Inc.BAND15,682 shares · 0.0% of their software$286KFlat
- BlackLineBL4,369 shares · 0.0% of their software$282KFlat
- FreshworksFRSH14,888 shares · 0.0% of their software$271KNew · Flat
- Upbound Group, Inc.UPBD7,618 shares · 0.0% of their software$268KFlat
- FastlyFSLY20,485 shares · 0.0% of their software$266KFlat
- BrazeBRZE5,919 shares · 0.0% of their software$262KFlat
- Sprout SocialSPT4,329 shares · 0.0% of their software$258KFlat
- N-ableNABL17,930 shares · 0.0% of their software$234KFlat
- BoxBOX8,162 shares · 0.0% of their software$231KNew · Flat
- Mitek Systems, Inc.MITK15,595 shares · 0.0% of their software$220KFlat
- Paysafe LimitedPSFE13,884 shares · 0.0% of their software$219KNew · Flat
- Thryv Holdings, Inc.THRY9,720 shares · 0.0% of their software$216KNew · Flat
- Donnelley Financial Solutions, Inc.DFIN3,453 shares · 0.0% of their software$214KFlat
- Agilysys, Inc.AGYS2,430 shares · 0.0% of their software$205KNew · Flat
- SprinklrCXM15,486 shares · 0.0% of their software$190KNew · Flat
- SoundHound AI, Inc.SOUN28,363 shares · 0.0% of their software$167KNew · Flat
- NextNav Inc.NN20,873 shares · 0.0% of their software$137KNew · Flat
- YextYEXT22,703 shares · 0.0% of their software$137KFlat
- Grindr Inc.GRND13,225 shares · 0.0% of their software$134KFlat
- Sabre CorporationSABR51,039 shares · 0.0% of their software$124KFlat
- Digital TurbineAPPS44,705 shares · 0.0% of their software$117KFlat
- Materialise NVMTLS19,948 shares · 0.0% of their software$105KFlat
- Health CatalystHCAT12,476 shares · 0.0% of their software$94KFlat
- Full Truck Alliance Co. Ltd.YMM12,196 shares · 0.0% of their software$89KFlat
- Cognyte Software Ltd.CGNT10,169 shares · 0.0% of their software$84KFlat
- eGain CorporationEGAN10,309 shares · 0.0% of their software$66KFlat
- SmartRent, Inc.SMRT21,429 shares · 0.0% of their software$57KFlat
- Payoneer Global Inc.PAYO11,378 shares · 0.0% of their software$55KNew · Flat
- Telos CorporationTLS11,405 shares · 0.0% of their software$47KFlat
- BlackBerry LimitedBB11,493 shares · 0.0% of their software$32KFlat