Generalist · Overland Park, KS
Mariner
Q4 2024 · compared with Q3 2024
Filed as Mariner, LLC
- Software
- $3.7B
- Weight of 13F
- 6.3%
- Names
- 158
- Net bought
- +$50.8M
Filed 13 February 2025 · SEC filing.
3,346 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
- MicrosoftMSFT4,157,979 shares · 47.1% of their software · price −$36.6M$1.8B−$90.8M
- ServiceNowNOW309,637 shares · 8.8% of their software · price +$51.3M$328M+$8.5M
- OracleORCL1,072,872 shares · 4.8% of their software · price −$4.0M$179M+$10.1M
- AdobeADBE386,282 shares · 4.6% of their software · price −$28.2M$172M+$3.4M
- CrowdStrikeCRWD401,051 shares · 3.7% of their software · price +$24.7M$137M+$11.3M
- Fiserv, Inc.FISV516,083 shares · 2.8% of their software · price +$13.3M$106MFlat
- Palo Alto NetworksPANW554,578 shares · 2.7% of their software · price −$88.6M$101M+$99.5M
- SalesforceCRM235,116 shares · 2.1% of their software · price +$14.3M$78.6M−$19.5M
- Paychex, Inc.PAYX486,613 shares · 1.8% of their software · price +$2.9M$68.2M+$1.2M
- SynopsysSNPS129,461 shares · 1.7% of their software · price −$2.7M$62.8M+$3.5M
- AppLovinAPP186,198 shares · 1.6% of their software · price +$36.0M$60.3M−$3.2M
- NetApp, Inc.NTAP500,117 shares · 1.6% of their software · price −$3.7M$58.1M+$1.1M
- Automatic Data Processing, Inc.ADP164,486 shares · 1.3% of their software · price +$2.6M$48.1M+$2.5M
- PalantirPLTR610,598 shares · 1.2% of their software · price +$23.5M$46.2M+$4.1M
- SnowflakeSNOW243,525 shares · 1.0% of their software · price +$9.6M$37.6MFlat
- Uber Technologies, Inc.UBER609,740 shares · 1.0% of their software · price −$9.0M$36.8M+$8.7M
- IntuitINTU49,898 shares · 0.8% of their software$31.4MFlat
- ShopifySHOP284,325 shares · 0.8% of their software · price +$7.4M$30.2M+$624K
- The Trade DeskTTD229,219 shares · 0.7% of their software · price +$1.8M$26.9M+$1.1M
- DatadogDDOG166,291 shares · 0.6% of their software · price +$4.6M$23.8MFlat
- Strategy IncMSTR77,409 shares · 0.6% of their software · price +$9.4M$22.4M+$4.0M
- FortinetFTNT207,710 shares · 0.5% of their software · price +$3.5M$19.6M+$2.0M
- Roper Technologies, Inc.ROP27,217 shares · 0.4% of their software · price −$996K$14.1M−$937K
- CadenceCDNS46,334 shares · 0.4% of their software · price +$1.4M$13.9M+$508K
- Fair IsaacFICO6,634 shares · 0.4% of their software$13.2M−$1.2M
- CloudflareNET105,522 shares · 0.3% of their software · price +$2.8M$11.4MFlat
- SAPSAP45,331 shares · 0.3% of their software · price +$776K$11.2MFlat
- ProcorePCOR148,258 shares · 0.3% of their software · price +$2.0M$11.1MFlat
- GuidewireGWRE60,780 shares · 0.3% of their software · price −$873K$10.2M−$1.3M
- WorkdayWDAY34,785 shares · 0.2% of their software$9.0MFlat
- AutodeskADSK27,948 shares · 0.2% of their software · price +$561K$8.3MFlat
- DynatraceDT145,979 shares · 0.2% of their software$7.9MFlat
- FactSetFDS15,549 shares · 0.2% of their software$7.5MFlat
- Tyler TechnologiesTYL12,411 shares · 0.2% of their software$7.2MFlat
- SS&CSSNC89,921 shares · 0.2% of their software$6.8M+$5.0M
- ToastTOST185,919 shares · 0.2% of their software · price +$1.5M$6.8M−$1.1M
- BroadridgeBR29,271 shares · 0.2% of their software$6.6M+$911K
- SamsaraIOT147,182 shares · 0.2% of their software · price −$652K$6.4MFlat
- Check PointCHKP31,515 shares · 0.2% of their software$5.9MFlat
- VeevaVEEV26,936 shares · 0.2% of their software$5.7MFlat
- GoDaddyGDDY27,724 shares · 0.1% of their software · price +$1.1M$5.5MFlat
- VeriskVRSK18,846 shares · 0.1% of their software$5.2MFlat
- TwilioTWLO46,995 shares · 0.1% of their software · price +$2.0M$5.1MFlat
- Block, Inc.XYZ54,504 shares · 0.1% of their software · price +$973K$4.6MFlat
- HubSpotHUBS5,974 shares · 0.1% of their software · price +$987K$4.2MFlat
- F5, Inc.FFIV14,558 shares · 0.1% of their software$3.7M−$685K
- Corpay, Inc.CPAY9,986 shares · 0.1% of their software$3.4MFlat
- ProgressPRGS50,798 shares · 0.1% of their software$3.3MFlat
- CoStarCSGP42,577 shares · 0.1% of their software$3.0M−$3.0M
- KlaviyoKVYO71,663 shares · 0.1% of their software$3.0MFlat
- Adeia Inc.ADEA199,465 shares · 0.1% of their software$2.8MFlat
- MongoDBMDB11,646 shares · 0.1% of their software$2.7M−$793K
- Sportradar Group AGSRAD154,172 shares · 0.1% of their software · price +$806K$2.7MFlat
- PaycomPAYC12,194 shares · 0.1% of their software$2.5MFlat
- Shift4 Payments, Inc.FOUR23,991 shares · 0.1% of their software$2.5MFlat
- AtlassianTEAM10,036 shares · 0.1% of their software · price +$849K$2.4MFlat
- Remitly Global, Inc.RELY104,825 shares · 0.1% of their software · price +$962K$2.4MFlat
- PTCPTC12,748 shares · 0.1% of their software$2.3MFlat
- ZoomZM28,654 shares · 0.1% of their software$2.3M+$640K
- AkamaiAKAM24,254 shares · 0.1% of their software$2.3MFlat
- WixWIX10,737 shares · 0.1% of their software · price +$509K$2.3M+$505K
- BILLBILL26,828 shares · 0.1% of their software · price +$857K$2.3M+$508K
- DocuSignDOCU24,379 shares · 0.1% of their software · price +$679K$2.2MFlat
- ZscalerZS12,045 shares · 0.1% of their software$2.2M−$853K
- VeriSign, Inc.VRSN10,038 shares · 0.1% of their software$2.1MFlat
- Manhattan AssociatesMANH7,521 shares · 0.1% of their software$2.0MFlat
- PAR Technology CorporationPAR24,603 shares · 0.0% of their software · price +$507K$1.8MFlat
- DuolingoDUOL5,471 shares · 0.0% of their software$1.8MFlat
- DoximityDOCS31,309 shares · 0.0% of their software$1.7MFlat
- OktaOKTA21,161 shares · 0.0% of their software$1.7M−$642K
- Clear Secure, Inc.YOU60,565 shares · 0.0% of their software$1.6MFlat
- WorkivaWK14,304 shares · 0.0% of their software$1.6MFlat
- PaylocityPCTY7,192 shares · 0.0% of their software$1.4MFlat
- Amdocs LimitedDOX16,795 shares · 0.0% of their software$1.4MFlat
- SoundHound AI, Inc.SOUN66,027 shares · 0.0% of their software · price +$1.0M$1.3MFlat
- Bentley SystemsBSY27,479 shares · 0.0% of their software$1.3MFlat
- Gen DigitalGEN43,750 shares · 0.0% of their software$1.2MFlat
- monday.comMNDY4,692 shares · 0.0% of their software$1.1MFlat
- DescartesDSGX9,616 shares · 0.0% of their software$1.1MFlat
- UnityU47,633 shares · 0.0% of their software$1.1MFlat
- TrimbleTRMB15,128 shares · 0.0% of their software$1.1MFlat
- Grab Holdings LimitedGRAB218,509 shares · 0.0% of their software$1.0MFlat
- NutanixNTNX15,589 shares · 0.0% of their software$954KFlat
- NICENICE5,542 shares · 0.0% of their software$941KFlat
- DropboxDBX31,096 shares · 0.0% of their software$934KFlat
- PegasystemsPEGA9,876 shares · 0.0% of their software$920KFlat
- CCC Intelligent Solutions Holdings Inc.CCC71,244 shares · 0.0% of their software$836KFlat
- C3.aiAI23,717 shares · 0.0% of their software$817KFlat
- Xperi Inc.XPER78,018 shares · 0.0% of their software$801KFlat
- SentinelOneS35,747 shares · 0.0% of their software$794KFlat
- Joint Stock Company Kaspi.kzKSPI7,621 shares · 0.0% of their software$722KFlat
- QualysQLYS5,129 shares · 0.0% of their software$719KFlat
- GitLabGTLB12,583 shares · 0.0% of their software$709KFlat
- EverCommerceEVCM63,761 shares · 0.0% of their software$702KFlat
- ePlus inc.PLUS9,431 shares · 0.0% of their software$697KFlat
- ACI WorldwideACIW13,415 shares · 0.0% of their software$696KFlat
- InterDigital, Inc.IDCC3,393 shares · 0.0% of their software$657KFlat
- Global-EGLBE11,623 shares · 0.0% of their software$634KFlat
- NCR Atleos CorporationNATL18,684 shares · 0.0% of their software$634KFlat
- ElasticESTC6,249 shares · 0.0% of their software$619KFlat
- Agilysys, Inc.AGYS4,543 shares · 0.0% of their software$598KFlat
- Full Truck Alliance Co. Ltd.YMM54,432 shares · 0.0% of their software$589KFlat
- MorningstarMORN1,705 shares · 0.0% of their software$574KFlat
- SPS CommerceSPSC3,098 shares · 0.0% of their software$570KFlat
- JFrogFROG19,322 shares · 0.0% of their software$568KFlat
- i3 Verticals, Inc.IIIV24,534 shares · 0.0% of their software$565KFlat
- WEX Inc.WEX3,123 shares · 0.0% of their software$548KFlat
- AppFolioAPPF2,107 shares · 0.0% of their software$520KFlat
- CommvaultCVLT3,310 shares · 0.0% of their software$500KFlat
- VaronisVRNS10,351 shares · 0.0% of their software$460KFlat
- Euronet Worldwide, Inc.EEFT4,197 shares · 0.0% of their software$432KFlat
- UiPathPATH31,861 shares · 0.0% of their software$405KFlat
- Sabre CorporationSABR106,969 shares · 0.0% of their software$390KFlat
- OpenTextOTEX13,685 shares · 0.0% of their software$388KFlat
- BlackbaudBLKB5,238 shares · 0.0% of their software$387KFlat
- BrazeBRZE9,135 shares · 0.0% of their software$383KNew · Flat
- Q2QTWO3,644 shares · 0.0% of their software$367KFlat
- NextNav Inc.NN23,330 shares · 0.0% of their software$363KFlat
- TeradataTDC10,991 shares · 0.0% of their software$342KFlat
- ZoomInfoZI31,283 shares · 0.0% of their software$329K—
- Endava plcDAVA10,585 shares · 0.0% of their software$327KFlat
- Paysafe LimitedPSFE18,862 shares · 0.0% of their software$323KFlat
- Donnelley Financial Solutions, Inc.DFIN4,731 shares · 0.0% of their software$297KFlat
- AlkamiALKT8,080 shares · 0.0% of their software$296KFlat
- Rapid7RPD7,205 shares · 0.0% of their software$290KFlat
- NetScout Systems, Inc.NTCT13,307 shares · 0.0% of their software$288KFlat
- EVERTEC, Inc.EVTC8,247 shares · 0.0% of their software$285KFlat
- Payoneer Global Inc.PAYO28,206 shares · 0.0% of their software$283KNew · Flat
- Consensus Cloud Solutions, Inc.CCSI11,775 shares · 0.0% of their software$281KFlat
- DoubleVerifyDV14,350 shares · 0.0% of their software$276K−$1.6M
- DLocal LimitedDLO24,257 shares · 0.0% of their software$273KFlat
- BlackLineBL4,321 shares · 0.0% of their software$263KNew · Flat
- CertaraCERT23,823 shares · 0.0% of their software$254KFlat
- Grindr Inc.GRND13,827 shares · 0.0% of their software$247KFlat
- FreshworksFRSH15,153 shares · 0.0% of their software$245KFlat
- Repay Holdings CorporationRPAY32,092 shares · 0.0% of their software$245KFlat
- Lyft, Inc.LYFT18,916 shares · 0.0% of their software$244KFlat
- LiveRamp Holdings, Inc.RAMP7,944 shares · 0.0% of their software$241KNew · Flat
- Clearwater AnalyticsCWAN8,701 shares · 0.0% of their software$239KNew
- nCinoNCNO6,866 shares · 0.0% of their software$231KFlat
- DigitalOceanDOCN6,685 shares · 0.0% of their software$228KFlat
- Alarm.com Holdings, Inc.ALRM3,710 shares · 0.0% of their software$226KFlat
- Sprout SocialSPT7,192 shares · 0.0% of their software$221KFlat
- Zeta GlobalZETA12,235 shares · 0.0% of their software$220KFlat
- FastlyFSLY22,868 shares · 0.0% of their software$216KFlat
- GigaCloud Technology Inc.GCT11,066 shares · 0.0% of their software$205KFlat
- Alight, Inc.ALIT29,121 shares · 0.0% of their software$202KFlat
- Bandwidth Inc.BAND11,836 shares · 0.0% of their software$201KFlat
- SprinklrCXM23,730 shares · 0.0% of their software$201KFlat
- AvePointAVPT11,059 shares · 0.0% of their software$183KNew · Flat
- N-ableNABL12,690 shares · 0.0% of their software$119KFlat
- Airship AI Holdings, Inc.AISP15,139 shares · 0.0% of their software$95KNew · Flat
- Cognyte Software Ltd.CGNT10,117 shares · 0.0% of their software$88KFlat
- Roadzen, Inc.RDZN34,530 shares · 0.0% of their software$75KNew · Flat
- Digital TurbineAPPS41,805 shares · 0.0% of their software$71KFlat
- Telos CorporationTLS11,471 shares · 0.0% of their software$39KFlat
- Expensify, Inc.EXFY10,000 shares · 0.0% of their software$34KNew · Flat
- AEye, Inc.LIDR10,003 shares · 0.0% of their software$13KFlat