Generalist · Overland Park, KS
Mariner
Q2 2025 · compared with Q1 2025
Filed as Mariner, LLC
- Software
- $4.9B
- Weight of 13F
- 7.1%
- Names
- 165
- Net bought
- +$407M
Filed 14 August 2025 · SEC filing.
3,434 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
- MicrosoftMSFT4,707,317 shares · 47.8% of their software · price +$574M$2.3B+$146M
- ServiceNowNOW357,817 shares · 7.5% of their software · price +$83.0M$368M+$24.0M
- OracleORCL1,181,996 shares · 5.3% of their software · price +$93.2M$258M+$5.7M
- CrowdStrikeCRWD460,099 shares · 4.8% of their software · price +$72.1M$234M+$9.1M
- CadenceCDNS506,026 shares · 3.2% of their software · price +$27.2M$156M+$48.0M
- Palo Alto NetworksPANW655,550 shares · 2.7% of their software · price +$22.3M$134M+$9.8M
- SalesforceCRM472,694 shares · 2.6% of their software · price +$2.0M$129M+$53.8M
- PalantirPLTR920,207 shares · 2.6% of their software · price +$47.8M$125M+$8.7M
- Fiserv, Inc.FISV539,577 shares · 1.9% of their software · price −$26.1M$93.0M+$2.0M
- Uber Technologies, Inc.UBER960,770 shares · 1.8% of their software · price +$19.6M$89.6M+$8.2M
- IntuitINTU98,996 shares · 1.6% of their software · price +$17.2M$78.0M+$28.2M
- SynopsysSNPS146,659 shares · 1.5% of their software · price +$12.3M$75.2M+$1.7M
- Paychex, Inc.PAYX494,663 shares · 1.5% of their software · price −$4.4M$72.0M+$911K
- AdobeADBE152,396 shares · 1.2% of their software · price +$511K$59.0M+$5.8M
- NetApp, Inc.NTAP544,897 shares · 1.2% of their software · price +$10.2M$58.1M+$2.3M
- Automatic Data Processing, Inc.ADP176,102 shares · 1.1% of their software · price +$505K$54.3MFlat
- Strategy IncMSTR127,008 shares · 1.0% of their software · price +$14.7M$51.3M+$11.9M
- SnowflakeSNOW188,715 shares · 0.9% of their software · price +$14.6M$42.2M+$3.0M
- AppLovinAPP117,004 shares · 0.8% of their software · price +$10.0M$40.9M+$5.2M
- ShopifySHOP300,762 shares · 0.7% of their software · price +$6.0M$34.7MFlat
- Roper Technologies, Inc.ROP45,369 shares · 0.5% of their software · price −$1.0M$25.7M+$9.8M
- FortinetFTNT240,789 shares · 0.5% of their software · price +$2.3M$25.5M+$2.7M
- CloudflareNET118,034 shares · 0.5% of their software · price +$9.8M$23.1M+$695K
- The Trade DeskTTD245,094 shares · 0.4% of their software · price +$4.2M$17.6MFlat
- SAPSAP50,918 shares · 0.3% of their software · price +$1.8M$15.5MFlat
- GuidewireGWRE58,486 shares · 0.3% of their software · price +$2.8M$13.8M−$622K
- Fair IsaacFICO6,859 shares · 0.3% of their software$12.5MFlat
- AutodeskADSK38,226 shares · 0.2% of their software · price +$1.8M$11.8M+$1.5M
- ToastTOST264,962 shares · 0.2% of their software · price +$2.9M$11.7M+$3.0M
- VeevaVEEV33,905 shares · 0.2% of their software · price +$1.9M$9.8M+$1.3M
- WorkdayWDAY40,249 shares · 0.2% of their software$9.7M+$557K
- BroadridgeBR37,329 shares · 0.2% of their software$9.1MFlat
- TwilioTWLO72,411 shares · 0.2% of their software · price +$1.9M$9.0MFlat
- SS&CSSNC106,172 shares · 0.2% of their software$8.8M+$677K
- VeriSign, Inc.VRSN29,108 shares · 0.2% of their software · price +$1.0M$8.4M+$3.1M
- AtlassianTEAM41,356 shares · 0.2% of their software$8.4M+$2.2M
- VeriskVRSK23,123 shares · 0.1% of their software$7.2MFlat
- ZscalerZS22,810 shares · 0.1% of their software · price +$2.6M$7.2M+$1.0M
- SamsaraIOT178,880 shares · 0.1% of their software$7.1M+$878K
- Check PointCHKP29,273 shares · 0.1% of their software$6.5MFlat
- FactSetFDS14,167 shares · 0.1% of their software$6.3MFlat
- Tyler TechnologiesTYL10,539 shares · 0.1% of their software$6.2M−$732K
- GoDaddyGDDY32,406 shares · 0.1% of their software$5.8M+$656K
- F5, Inc.FFIV17,050 shares · 0.1% of their software$5.0MFlat
- DatadogDDOG30,440 shares · 0.1% of their software · price +$1.1M$4.1M+$722K
- ZoomZM52,405 shares · 0.1% of their software$4.1M+$1.0M
- CoStarCSGP48,205 shares · 0.1% of their software$3.9MFlat
- HubSpotHUBS6,687 shares · 0.1% of their software$3.7MFlat
- ProgressPRGS55,999 shares · 0.1% of their software · price +$690K$3.6MFlat
- Manhattan AssociatesMANH17,517 shares · 0.1% of their software$3.5M+$1.4M
- DuolingoDUOL8,414 shares · 0.1% of their software · price +$837K$3.5M+$900K
- Corpay, Inc.CPAY10,118 shares · 0.1% of their software$3.4MFlat
- OktaOKTA33,020 shares · 0.1% of their software$3.3MFlat
- MongoDBMDB15,584 shares · 0.1% of their software · price +$539K$3.3M+$940K
- PTCPTC17,496 shares · 0.1% of their software$3.0M+$608K
- NutanixNTNX38,742 shares · 0.1% of their software$3.0M+$1.1M
- Lyft, Inc.LYFT180,592 shares · 0.1% of their software · price +$703K$2.8M+$1.8M
- Adeia Inc.ADEA198,609 shares · 0.1% of their software$2.8MFlat
- PegasystemsPEGA46,598 shares · 0.1% of their software · price −$717K$2.5M+$2.3M
- TrimbleTRMB33,168 shares · 0.1% of their software$2.5M+$825K
- KlaviyoKVYO74,288 shares · 0.1% of their software$2.5MFlat
- CoreWeave, Inc.CRWV13,692 shares · 0.0% of their software · price +$1.7M$2.2MNew · +$508K
- Block, Inc.XYZ31,729 shares · 0.0% of their software$2.2M−$3.4M
- AkamaiAKAM26,502 shares · 0.0% of their software$2.1MFlat
- Amdocs LimitedDOX23,035 shares · 0.0% of their software$2.1MFlat
- Clear Secure, Inc.YOU74,333 shares · 0.0% of their software$2.1MFlat
- PaycomPAYC8,533 shares · 0.0% of their software$2.0M−$1.1M
- ElasticESTC22,633 shares · 0.0% of their software$1.9M+$1.2M
- DoximityDOCS31,007 shares · 0.0% of their software$1.9MFlat
- monday.comMNDY5,906 shares · 0.0% of their software$1.9MFlat
- Sportradar Group AGSRAD65,581 shares · 0.0% of their software$1.8M−$1.8M
- Remitly Global, Inc.RELY95,336 shares · 0.0% of their software$1.8MFlat
- Shift4 Payments, Inc.FOUR18,035 shares · 0.0% of their software$1.8MFlat
- PaylocityPCTY9,702 shares · 0.0% of their software$1.8M+$608K
- WixWIX10,840 shares · 0.0% of their software$1.7MFlat
- UiPathPATH116,565 shares · 0.0% of their software$1.5M+$779K
- PAR Technology CorporationPAR21,379 shares · 0.0% of their software$1.5MFlat
- Bentley SystemsBSY27,235 shares · 0.0% of their software$1.5MFlat
- DocuSignDOCU17,700 shares · 0.0% of their software$1.4M−$973K
- Euronet Worldwide, Inc.EEFT12,738 shares · 0.0% of their software$1.3M+$759K
- MorningstarMORN4,038 shares · 0.0% of their software$1.3M+$749K
- SentinelOneS62,414 shares · 0.0% of their software$1.1MFlat
- ZoomInfoZI112,435 shares · 0.0% of their software$1.1M—
- DescartesDSGX10,887 shares · 0.0% of their software$1.1MFlat
- ProcorePCOR16,126 shares · 0.0% of their software$1.1MFlat
- DropboxDBX36,300 shares · 0.0% of their software$1.0MFlat
- NICENICE5,892 shares · 0.0% of their software$995KFlat
- SoundHound AI, Inc.SOUN91,073 shares · 0.0% of their software$977KFlat
- VaronisVRNS18,922 shares · 0.0% of their software$960KFlat
- WorkivaWK13,682 shares · 0.0% of their software$937KFlat
- Grab Holdings LimitedGRAB184,852 shares · 0.0% of their software$930KFlat
- JFrogFROG20,411 shares · 0.0% of their software$896KFlat
- C3.aiAI35,929 shares · 0.0% of their software$883KFlat
- TeradataTDC38,759 shares · 0.0% of their software$865K+$598K
- QualysQLYS5,625 shares · 0.0% of their software$804KFlat
- InterDigital, Inc.IDCC3,476 shares · 0.0% of their software$779KFlat
- CommvaultCVLT4,243 shares · 0.0% of their software$740KFlat
- GitLabGTLB16,289 shares · 0.0% of their software$735KFlat
- CCC Intelligent Solutions Holdings Inc.CCC73,585 shares · 0.0% of their software$692KFlat
- Digital TurbineAPPS115,037 shares · 0.0% of their software$679KFlat
- Q2QTWO7,173 shares · 0.0% of their software$671KFlat
- Joint Stock Company Kaspi.kzKSPI7,757 shares · 0.0% of their software$659KFlat
- DoubleVerifyDV43,241 shares · 0.0% of their software$647KFlat
- ePlus inc.PLUS8,952 shares · 0.0% of their software$645KFlat
- Xperi Inc.XPER77,165 shares · 0.0% of their software$610KFlat
- DynatraceDT10,418 shares · 0.0% of their software$575KFlat
- WEX Inc.WEX3,899 shares · 0.0% of their software$573KFlat
- Gen DigitalGEN19,463 shares · 0.0% of their software$572K−$879K
- Full Truck Alliance Co. Ltd.YMM48,285 shares · 0.0% of their software$570KFlat
- OpenTextOTEX18,955 shares · 0.0% of their software$553KFlat
- PhreesiaPHR19,130 shares · 0.0% of their software$544KFlat
- Dave Inc.DAVE1,998 shares · 0.0% of their software$536KNew · Flat
- NetScout Systems, Inc.NTCT20,022 shares · 0.0% of their software$497KFlat
- SPS CommerceSPSC3,630 shares · 0.0% of their software$494KFlat
- SailPointSAIL20,923 shares · 0.0% of their software$478KFlat
- ReposiTrak, Inc.TRAK23,990 shares · 0.0% of their software$471KNew · Flat
- WaystarWAY11,040 shares · 0.0% of their software$451KNew · Flat
- ACI WorldwideACIW9,471 shares · 0.0% of their software$435KFlat
- LiveRamp Holdings, Inc.RAMP12,892 shares · 0.0% of their software$426KFlat
- NextNav Inc.NN26,128 shares · 0.0% of their software$397KFlat
- GigaCloud Technology Inc.GCT19,406 shares · 0.0% of their software$384KFlat
- Donnelley Financial Solutions, Inc.DFIN5,485 shares · 0.0% of their software$338KFlat
- NCR Atleos CorporationNATL11,479 shares · 0.0% of their software$327KFlat
- EVERTEC, Inc.EVTC8,909 shares · 0.0% of their software$321KFlat
- UnityU13,075 shares · 0.0% of their software$316K−$946K
- Grindr Inc.GRND12,803 shares · 0.0% of their software$291KFlat
- Core Scientific, Inc.CORZ16,951 shares · 0.0% of their software$289KFlat
- FreshworksFRSH18,775 shares · 0.0% of their software$280KFlat
- Alight, Inc.ALIT48,400 shares · 0.0% of their software$274KFlat
- Rubrik, Inc.RBRK3,058 shares · 0.0% of their software$274KNew · Flat
- Consensus Cloud Solutions, Inc.CCSI11,868 shares · 0.0% of their software$274KFlat
- Global-EGLBE8,062 shares · 0.0% of their software$270KFlat
- PagSeguro Digital Ltd.PAGS25,808 shares · 0.0% of their software$249KFlat
- Agilysys, Inc.AGYS2,086 shares · 0.0% of their software$239KSplit
- AvePointAVPT11,975 shares · 0.0% of their software$231KFlat
- N-ableNABL27,968 shares · 0.0% of their software$227KFlat
- BlackbaudBLKB3,525 shares · 0.0% of their software$226KFlat
- Alarm.com Holdings, Inc.ALRM3,856 shares · 0.0% of their software$218KFlat
- SchrödingerSDGR10,693 shares · 0.0% of their software$215KFlat
- DLocal LimitedDLO18,606 shares · 0.0% of their software$211KFlat
- Bandwidth Inc.BAND13,092 shares · 0.0% of their software$208KFlat
- Payoneer Global Inc.PAYO28,833 shares · 0.0% of their software$198KFlat
- SprinklrCXM23,183 shares · 0.0% of their software$196KFlat
- Sabre CorporationSABR58,400 shares · 0.0% of their software$185KFlat
- OneSpan Inc.OSPN11,034 shares · 0.0% of their software$184KNew · Flat
- Repay Holdings CorporationRPAY36,918 shares · 0.0% of their software$178KFlat
- Endava plcDAVA10,585 shares · 0.0% of their software$162KFlat
- SemrushSEMR16,914 shares · 0.0% of their software$153KNew
- EverCommerceEVCM14,435 shares · 0.0% of their software$152KFlat
- Blaize Holdings, Inc.BZAI50,500 shares · 0.0% of their software$150KNew · Flat
- CourseraCOUR16,966 shares · 0.0% of their software$149KFlat
- FastlyFSLY20,045 shares · 0.0% of their software$142KFlat
- Mitek Systems, Inc.MITK11,898 shares · 0.0% of their software$118KFlat
- Cognyte Software Ltd.CGNT10,578 shares · 0.0% of their software$98KFlat
- Blend Labs, Inc.BLND29,016 shares · 0.0% of their software$96KFlat
- Immersion CorporationIMMR12,076 shares · 0.0% of their software$95KNew · Flat
- YextYEXT10,338 shares · 0.0% of their software$88KNew · Flat
- Airship AI Holdings, Inc.AISP12,748 shares · 0.0% of their software$75KFlat
- Rezolve AI PLCRZLV16,437 shares · 0.0% of their software$51KNew · Flat
- Cloudastructure Inc.CSAI19,134 shares · 0.0% of their software$42KFlat
- Telos CorporationTLS10,401 shares · 0.0% of their software$33KFlat
- 8x8EGHT14,088 shares · 0.0% of their software$28KNew
- Expensify, Inc.EXFY10,008 shares · 0.0% of their software$26KFlat
- Roadzen, Inc.RDZN26,318 shares · 0.0% of their software$26KFlat
- SmartRent, Inc.SMRT19,475 shares · 0.0% of their software$19KNew · Flat