Generalist · Overland Park, KS
Mariner
Q1 2025 · compared with Q4 2024
Filed as Mariner, LLC
- Software
- $3.4B
- Weight of 13F
- 5.8%
- Names
- 162
- Net bought
- +$111M
Filed 15 May 2025 · SEC filing.
3,395 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
- MicrosoftMSFT4,318,000 shares · 47.1% of their software · price −$199M$1.6B+$67.4M
- ServiceNowNOW327,672 shares · 7.6% of their software · price −$86.5M$261M+$19.1M
- OracleORCL1,141,501 shares · 4.6% of their software · price −$30.6M$160M+$11.4M
- CrowdStrikeCRWD434,236 shares · 4.4% of their software · price +$4.5M$153M+$11.4M
- Fiserv, Inc.FISV530,304 shares · 3.4% of their software · price +$8.2M$117M+$2.9M
- Palo Alto NetworksPANW598,389 shares · 3.0% of their software · price −$6.8M$102M+$8.0M
- CadenceCDNS317,335 shares · 2.3% of their software · price −$14.6M$80.7M+$81.4M
- Paychex, Inc.PAYX488,759 shares · 2.2% of their software · price +$6.9M$75.4MFlat
- SalesforceCRM272,168 shares · 2.1% of their software · price −$18.0M$73.0M+$12.4M
- PalantirPLTR816,583 shares · 2.0% of their software · price +$7.2M$68.9M+$15.6M
- Uber Technologies, Inc.UBER848,804 shares · 1.8% of their software · price +$10.6M$61.8M+$14.4M
- SynopsysSNPS142,582 shares · 1.8% of their software · price −$8.1M$61.2M+$6.4M
- Automatic Data Processing, Inc.ADP176,205 shares · 1.6% of their software · price +$2.3M$53.8M+$3.4M
- AdobeADBE137,386 shares · 1.5% of their software · price −$8.4M$52.7M−$111M
- NetApp, Inc.NTAP519,147 shares · 1.3% of their software · price −$14.7M$45.6M+$2.2M
- IntuitINTU53,086 shares · 0.9% of their software · price −$770K$32.6M+$2.0M
- ShopifySHOP298,632 shares · 0.8% of their software · price −$3.2M$28.5M+$1.5M
- AppLovinAPP97,435 shares · 0.7% of their software · price −$5.7M$25.8M−$28.7M
- Strategy IncMSTR85,563 shares · 0.7% of their software$24.7M+$2.4M
- SnowflakeSNOW167,915 shares · 0.7% of their software · price −$1.4M$24.5M−$11.7M
- FortinetFTNT212,407 shares · 0.6% of their software$20.4MFlat
- Roper Technologies, Inc.ROP28,741 shares · 0.5% of their software · price +$2.0M$16.9M+$792K
- The Trade DeskTTD250,173 shares · 0.4% of their software · price −$15.7M$13.7M+$2.5M
- SAPSAP49,642 shares · 0.4% of their software · price +$1.1M$13.3M+$1.1M
- Fair IsaacFICO6,926 shares · 0.4% of their software · price −$1.0M$12.8M+$581K
- CloudflareNET111,871 shares · 0.4% of their software · price +$560K$12.6M+$684K
- GuidewireGWRE61,808 shares · 0.3% of their software · price +$1.2M$11.6MFlat
- WorkdayWDAY37,866 shares · 0.3% of their software · price −$928K$8.8M+$795K
- BroadridgeBR36,478 shares · 0.3% of their software · price +$597K$8.8M+$1.6M
- AutodeskADSK32,442 shares · 0.2% of their software · price −$1.1M$8.5M+$1.3M
- SS&CSSNC98,072 shares · 0.2% of their software · price +$760K$8.2M+$618K
- TwilioTWLO77,090 shares · 0.2% of their software · price −$784K$7.5M+$3.3M
- Tyler TechnologiesTYL11,798 shares · 0.2% of their software$6.9MFlat
- Check PointCHKP29,857 shares · 0.2% of their software · price +$1.2M$6.8MFlat
- VeriskVRSK22,230 shares · 0.2% of their software$6.6M+$932K
- VeevaVEEV28,388 shares · 0.2% of their software · price +$607K$6.6MFlat
- AtlassianTEAM30,769 shares · 0.2% of their software · price −$959K$6.5M+$5.0M
- FactSetFDS14,074 shares · 0.2% of their software$6.4M−$708K
- SamsaraIOT155,967 shares · 0.2% of their software · price −$836K$6.0MFlat
- ToastTOST174,466 shares · 0.2% of their software · price −$572K$5.8MFlat
- GoDaddyGDDY28,767 shares · 0.2% of their software$5.2MFlat
- Block, Inc.XYZ94,117 shares · 0.1% of their software · price −$2.9M$5.1M+$3.4M
- VeriSign, Inc.VRSN16,863 shares · 0.1% of their software · price +$791K$4.3M+$1.4M
- F5, Inc.FFIV15,350 shares · 0.1% of their software$4.1MFlat
- HubSpotHUBS6,922 shares · 0.1% of their software · price −$869K$4.0M+$661K
- CoStarCSGP49,391 shares · 0.1% of their software$3.9MFlat
- Corpay, Inc.CPAY10,621 shares · 0.1% of their software$3.7MFlat
- ZscalerZS17,643 shares · 0.1% of their software$3.5M+$1.0M
- Sportradar Group AGSRAD148,840 shares · 0.1% of their software · price +$637K$3.2MFlat
- ProgressPRGS59,441 shares · 0.1% of their software · price −$811K$3.1M+$563K
- OktaOKTA28,678 shares · 0.1% of their software · price +$758K$3.0M+$592K
- PaycomPAYC13,594 shares · 0.1% of their software$3.0MFlat
- ZoomZM38,665 shares · 0.1% of their software$2.9M+$817K
- Adeia Inc.ADEA202,071 shares · 0.1% of their software$2.7MFlat
- DocuSignDOCU29,658 shares · 0.1% of their software$2.4MFlat
- DatadogDDOG23,161 shares · 0.1% of their software · price −$1.0M$2.3M−$20.5M
- AkamaiAKAM28,159 shares · 0.1% of their software$2.3MFlat
- PTCPTC13,574 shares · 0.1% of their software$2.1MFlat
- KlaviyoKVYO68,473 shares · 0.1% of their software · price −$752K$2.1MFlat
- Remitly Global, Inc.RELY99,321 shares · 0.1% of their software$2.1MFlat
- Amdocs LimitedDOX21,047 shares · 0.1% of their software$1.9MFlat
- Shift4 Payments, Inc.FOUR22,337 shares · 0.1% of their software$1.8MFlat
- WixWIX11,133 shares · 0.1% of their software · price −$570K$1.8MFlat
- MongoDBMDB10,226 shares · 0.1% of their software · price −$587K$1.8MFlat
- DoximityDOCS29,994 shares · 0.1% of their software$1.7MFlat
- BILLBILL37,874 shares · 0.1% of their software · price −$1.5M$1.7M+$936K
- i3 Verticals, Inc.IIIV70,433 shares · 0.1% of their software$1.7M+$1.1M
- DuolingoDUOL5,516 shares · 0.0% of their software$1.7MFlat
- Manhattan AssociatesMANH9,674 shares · 0.0% of their software · price −$940K$1.7M+$582K
- PAR Technology CorporationPAR27,071 shares · 0.0% of their software$1.7MFlat
- Clear Secure, Inc.YOU63,690 shares · 0.0% of their software$1.7MFlat
- NutanixNTNX22,944 shares · 0.0% of their software$1.6MFlat
- Gen DigitalGEN52,568 shares · 0.0% of their software$1.4MFlat
- WorkivaWK18,350 shares · 0.0% of their software · price −$616K$1.4MFlat
- TrimbleTRMB20,595 shares · 0.0% of their software$1.4MFlat
- PaylocityPCTY6,457 shares · 0.0% of their software$1.2MFlat
- UnityU61,356 shares · 0.0% of their software$1.2MFlat
- monday.comMNDY4,808 shares · 0.0% of their software$1.2MFlat
- ProcorePCOR15,839 shares · 0.0% of their software$1.0M−$9.9M
- DescartesDSGX9,944 shares · 0.0% of their software$1.0MFlat
- PegasystemsPEGA13,697 shares · 0.0% of their software$952KFlat
- Bentley SystemsBSY22,454 shares · 0.0% of their software$883KFlat
- ElasticESTC9,528 shares · 0.0% of their software$849KFlat
- InterDigital, Inc.IDCC3,955 shares · 0.0% of their software$818KFlat
- C3.aiAI38,401 shares · 0.0% of their software · price −$514K$809K+$506K
- DynatraceDT16,909 shares · 0.0% of their software$798K−$7.0M
- Grab Holdings LimitedGRAB175,888 shares · 0.0% of their software$797KFlat
- SentinelOneS40,012 shares · 0.0% of their software$727KFlat
- SoundHound AI, Inc.SOUN89,284 shares · 0.0% of their software · price −$1.0M$725KFlat
- QualysQLYS5,569 shares · 0.0% of their software$701KFlat
- ACI WorldwideACIW12,816 shares · 0.0% of their software$701KFlat
- GitLabGTLB14,879 shares · 0.0% of their software$699KFlat
- AppFolioAPPF3,029 shares · 0.0% of their software$666KFlat
- Joint Stock Company Kaspi.kzKSPI7,171 shares · 0.0% of their software$666KFlat
- NICENICE4,252 shares · 0.0% of their software$656KFlat
- JFrogFROG20,389 shares · 0.0% of their software$652KFlat
- DropboxDBX24,166 shares · 0.0% of their software$645KFlat
- Full Truck Alliance Co. Ltd.YMM48,672 shares · 0.0% of their software$622KFlat
- WEX Inc.WEX3,885 shares · 0.0% of their software$610KFlat
- CommvaultCVLT3,834 shares · 0.0% of their software$605KFlat
- Euronet Worldwide, Inc.EEFT5,635 shares · 0.0% of their software$602KFlat
- Xperi Inc.XPER77,745 shares · 0.0% of their software$600KFlat
- OpenTextOTEX21,802 shares · 0.0% of their software$551KFlat
- ZoomInfoZI50,736 shares · 0.0% of their software$507K—
- VaronisVRNS12,498 shares · 0.0% of their software$506KFlat
- ePlus inc.PLUS7,863 shares · 0.0% of their software$480KFlat
- CCC Intelligent Solutions Holdings Inc.CCC52,602 shares · 0.0% of their software$475KFlat
- Q2QTWO5,913 shares · 0.0% of their software$473KFlat
- MorningstarMORN1,540 shares · 0.0% of their software$462KFlat
- SPS CommerceSPSC3,436 shares · 0.0% of their software$456KFlat
- BrazeBRZE12,380 shares · 0.0% of their software$447KFlat
- UiPathPATH40,912 shares · 0.0% of their software$421KFlat
- Lyft, Inc.LYFT32,608 shares · 0.0% of their software$387KFlat
- EVERTEC, Inc.EVTC10,498 shares · 0.0% of their software$386KFlat
- DoubleVerifyDV28,167 shares · 0.0% of their software$377KFlat
- FreshworksFRSH26,001 shares · 0.0% of their software$367KFlat
- SailPointSAIL19,565 shares · 0.0% of their software$367KNew · Flat
- NCR Atleos CorporationNATL12,969 shares · 0.0% of their software$342KFlat
- PhreesiaPHR13,351 shares · 0.0% of their software$341KNew · Flat
- NextNav Inc.NN27,915 shares · 0.0% of their software$340KFlat
- Global-EGLBE8,959 shares · 0.0% of their software$319KFlat
- Donnelley Financial Solutions, Inc.DFIN6,828 shares · 0.0% of their software$298KFlat
- Rapid7RPD10,998 shares · 0.0% of their software$292KFlat
- NetScout Systems, Inc.NTCT13,745 shares · 0.0% of their software$289KFlat
- Agilysys, Inc.AGYS3,955 shares · 0.0% of their software$287KFlat
- Paysafe LimitedPSFE17,709 shares · 0.0% of their software$278KFlat
- Consensus Cloud Solutions, Inc.CCSI12,037 shares · 0.0% of their software$278KFlat
- Calix, Inc.CALX7,790 shares · 0.0% of their software$276KNew · Flat
- Payoneer Global Inc.PAYO37,454 shares · 0.0% of their software$274KFlat
- BlackbaudBLKB4,406 shares · 0.0% of their software$273KFlat
- TeradataTDC12,155 shares · 0.0% of their software$273KFlat
- EverCommerceEVCM24,937 shares · 0.0% of their software$251KFlat
- GigaCloud Technology Inc.GCT17,531 shares · 0.0% of their software$249KFlat
- Grindr Inc.GRND13,753 shares · 0.0% of their software$246KFlat
- Alarm.com Holdings, Inc.ALRM4,268 shares · 0.0% of their software$238KFlat
- CertaraCERT23,797 shares · 0.0% of their software$236KFlat
- SprinklrCXM27,719 shares · 0.0% of their software$231KFlat
- Sabre CorporationSABR81,908 shares · 0.0% of their software$230KFlat
- LiveRamp Holdings, Inc.RAMP8,227 shares · 0.0% of their software$215KFlat
- Endava plcDAVA10,585 shares · 0.0% of their software$207KFlat
- Clearwater AnalyticsCWAN7,705 shares · 0.0% of their software$206K—
- SchrödingerSDGR10,379 shares · 0.0% of their software$205KNew · Flat
- DLocal LimitedDLO24,083 shares · 0.0% of their software$201KFlat
- Alight, Inc.ALIT30,066 shares · 0.0% of their software$178KFlat
- PagSeguro Digital Ltd.PAGS22,595 shares · 0.0% of their software$172KNew · Flat
- AvePointAVPT11,631 shares · 0.0% of their software$168KFlat
- Mitek Systems, Inc.MITK19,205 shares · 0.0% of their software$158KNew · Flat
- FastlyFSLY23,997 shares · 0.0% of their software$152KFlat
- Bandwidth Inc.BAND11,562 shares · 0.0% of their software$151KFlat
- Digital TurbineAPPS53,441 shares · 0.0% of their software$145KFlat
- Roadzen, Inc.RDZN127,065 shares · 0.0% of their software$132KFlat
- Core Scientific, Inc.CORZ13,562 shares · 0.0% of their software$98KNew · Flat
- Repay Holdings CorporationRPAY16,616 shares · 0.0% of their software$93KFlat
- CourseraCOUR13,324 shares · 0.0% of their software$89KNew · Flat
- N-ableNABL12,358 shares · 0.0% of their software$88KFlat
- Cloudastructure Inc.CSAI18,834 shares · 0.0% of their software$84KNew · Flat
- Cognyte Software Ltd.CGNT10,118 shares · 0.0% of their software$79KFlat
- Airship AI Holdings, Inc.AISP15,325 shares · 0.0% of their software$59KFlat
- Blend Labs, Inc.BLND11,039 shares · 0.0% of their software$37KNew · Flat
- Expensify, Inc.EXFY10,008 shares · 0.0% of their software$30KFlat
- Telos CorporationTLS12,095 shares · 0.0% of their software$29KFlat
- AEye, Inc.LIDR10,000 shares · 0.0% of their software$6KFlat