Generalist · Overland Park, KS
Mariner
Q3 2025 · compared with Q2 2025
Filed as Mariner, LLC
- Software
- $5.2B
- Weight of 13F
- 6.8%
- Names
- 165
- Net bought
- +$167M
Filed 14 November 2025 · SEC filing.
3,509 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
- MicrosoftMSFT4,878,198 shares · 48.4% of their software · price +$100M$2.5B+$85.0M
- ServiceNowNOW369,488 shares · 6.5% of their software · price −$39.8M$340M+$12.0M
- OracleORCL1,186,115 shares · 6.4% of their software · price +$74.3M$334MFlat
- CrowdStrikeCRWD494,823 shares · 4.6% of their software · price −$9.4M$243M+$17.7M
- PalantirPLTR1,116,617 shares · 3.9% of their software · price +$51.5M$204M+$26.8M
- CadenceCDNS556,595 shares · 3.7% of their software · price +$24.0M$195M+$15.6M
- Palo Alto NetworksPANW674,525 shares · 2.6% of their software · price −$688K$137M+$3.9M
- Uber Technologies, Inc.UBER1,139,934 shares · 2.1% of their software · price +$5.3M$112M+$16.7M
- SalesforceCRM394,136 shares · 1.8% of their software · price −$14.1M$93.4M−$21.4M
- AppLovinAPP101,931 shares · 1.4% of their software · price +$37.6M$73.2M−$5.3M
- IntuitINTU106,161 shares · 1.4% of their software · price −$11.1M$72.5M+$5.6M
- NetApp, Inc.NTAP570,385 shares · 1.3% of their software · price +$6.8M$67.6M+$2.7M
- SynopsysSNPS127,461 shares · 1.2% of their software · price −$2.5M$62.9M−$9.8M
- Paychex, Inc.PAYX476,128 shares · 1.2% of their software · price −$8.9M$60.4M−$2.7M
- Fiserv, Inc.FISV422,612 shares · 1.0% of their software · price −$18.4M$54.5M−$20.2M
- Automatic Data Processing, Inc.ADP176,241 shares · 1.0% of their software · price −$2.6M$51.7MFlat
- AdobeADBE139,935 shares · 0.9% of their software · price −$4.8M$49.4M−$4.8M
- SnowflakeSNOW206,600 shares · 0.9% of their software$46.6M+$4.0M
- Strategy IncMSTR117,143 shares · 0.7% of their software · price −$9.6M$37.7M−$4.0M
- SAPSAP139,836 shares · 0.7% of their software · price −$5.2M$37.4M+$27.0M
- ShopifySHOP249,986 shares · 0.7% of their software · price +$8.3M$37.2M−$5.9M
- Roper Technologies, Inc.ROP46,121 shares · 0.4% of their software · price −$3.1M$23.0MFlat
- DatadogDDOG148,389 shares · 0.4% of their software · price +$1.2M$21.1M+$15.8M
- CloudflareNET81,419 shares · 0.3% of their software · price +$1.5M$17.5M−$7.2M
- FortinetFTNT186,495 shares · 0.3% of their software · price −$4.0M$15.7M−$5.7M
- GuidewireGWRE64,462 shares · 0.3% of their software$14.8M+$1.4M
- VeevaVEEV45,797 shares · 0.3% of their software$13.6M+$3.4M
- AutodeskADSK41,424 shares · 0.3% of their software$13.2M+$990K
- ZscalerZS43,425 shares · 0.2% of their software · price −$620K$13.0M+$6.5M
- VeriSign, Inc.VRSN42,344 shares · 0.2% of their software$11.8M+$3.8M
- ToastTOST315,454 shares · 0.2% of their software · price −$2.5M$11.5M+$2.2M
- SS&CSSNC109,260 shares · 0.2% of their software · price +$651K$9.7MFlat
- BroadridgeBR35,518 shares · 0.2% of their software$8.5MFlat
- ZoomZM95,530 shares · 0.2% of their software$7.9M+$3.4M
- The Trade DeskTTD158,116 shares · 0.1% of their software · price −$3.6M$7.7M−$6.3M
- WorkdayWDAY30,265 shares · 0.1% of their software$7.3M−$2.4M
- Lyft, Inc.LYFT319,196 shares · 0.1% of their software · price +$2.0M$7.0M+$2.2M
- SamsaraIOT171,040 shares · 0.1% of their software$6.4MFlat
- CoreWeave, Inc.CRWV45,372 shares · 0.1% of their software · price −$1.2M$6.2M+$5.2M
- Sportradar Group AGSRAD213,944 shares · 0.1% of their software$6.1M+$4.2M
- F5, Inc.FFIV18,031 shares · 0.1% of their software · price +$521K$5.8MFlat
- Check PointCHKP27,375 shares · 0.1% of their software$5.7MFlat
- Manhattan AssociatesMANH27,327 shares · 0.1% of their software$5.6M+$1.9M
- NutanixNTNX68,601 shares · 0.1% of their software$5.1M+$2.3M
- Tyler TechnologiesTYL9,511 shares · 0.1% of their software · price −$663K$5.0M−$609K
- AtlassianTEAM30,239 shares · 0.1% of their software · price −$1.3M$4.8M−$2.3M
- VeriskVRSK19,176 shares · 0.1% of their software · price −$1.2M$4.8M−$1.2M
- TwilioTWLO47,144 shares · 0.1% of their software · price −$1.1M$4.7M−$3.1M
- CoStarCSGP55,569 shares · 0.1% of their software$4.7M+$592K
- HubSpotHUBS9,639 shares · 0.1% of their software · price −$856K$4.5M+$1.6M
- DuolingoDUOL13,153 shares · 0.1% of their software · price −$1.2M$4.2M+$1.9M
- MongoDBMDB13,121 shares · 0.1% of their software · price +$1.3M$4.1M−$517K
- ElasticESTC46,022 shares · 0.1% of their software$3.9M+$2.0M
- GoDaddyGDDY25,314 shares · 0.1% of their software · price −$1.1M$3.5M−$1.3M
- FactSetFDS12,043 shares · 0.1% of their software · price −$1.9M$3.5M−$950K
- AkamaiAKAM44,896 shares · 0.1% of their software$3.4M+$1.5M
- Adeia Inc.ADEA200,863 shares · 0.1% of their software · price +$534K$3.4MFlat
- OktaOKTA33,323 shares · 0.1% of their software$3.1MFlat
- Fair IsaacFICO1,954 shares · 0.1% of their software · price −$648K$2.9M−$9.0M
- Block, Inc.XYZ39,968 shares · 0.1% of their software$2.9M+$560K
- DoximityDOCS35,577 shares · 0.0% of their software$2.6MFlat
- Clear Secure, Inc.YOU69,747 shares · 0.0% of their software$2.4MFlat
- Corpay, Inc.CPAY8,473 shares · 0.0% of their software$2.4M−$546K
- PegasystemsPEGA40,388 shares · 0.0% of their software$2.3MFlat
- DocuSignDOCU31,169 shares · 0.0% of their software$2.2M+$1.0M
- DescartesDSGX22,824 shares · 0.0% of their software$2.2M+$1.2M
- KlaviyoKVYO76,610 shares · 0.0% of their software$2.1MFlat
- UnityU52,568 shares · 0.0% of their software · price +$833K$2.1M+$956K
- PaylocityPCTY13,005 shares · 0.0% of their software$2.1M+$598K
- ProgressPRGS45,834 shares · 0.0% of their software · price −$913K$2.0M−$649K
- i3 Verticals, Inc.IIIV55,820 shares · 0.0% of their software$1.8MNew · +$1.5M
- TrimbleTRMB21,322 shares · 0.0% of their software$1.7M−$900K
- PTCPTC8,427 shares · 0.0% of their software$1.7M−$1.6M
- VaronisVRNS29,493 shares · 0.0% of their software$1.7M+$536K
- MorningstarMORN6,757 shares · 0.0% of their software · price −$554K$1.6M+$854K
- WorkivaWK18,024 shares · 0.0% of their software$1.6MFlat
- Shift4 Payments, Inc.FOUR19,320 shares · 0.0% of their software$1.5MFlat
- Remitly Global, Inc.RELY89,654 shares · 0.0% of their software$1.5MFlat
- SoundHound AI, Inc.SOUN85,513 shares · 0.0% of their software$1.4MFlat
- ServiceTitanTTAN12,980 shares · 0.0% of their software$1.3MNew · +$1.4M
- Amdocs LimitedDOX15,616 shares · 0.0% of their software$1.3M−$677K
- NICENICE8,511 shares · 0.0% of their software$1.2MFlat
- Grab Holdings LimitedGRAB202,223 shares · 0.0% of their software$1.2MFlat
- Bentley SystemsBSY22,522 shares · 0.0% of their software$1.2MFlat
- ProcorePCOR15,850 shares · 0.0% of their software$1.2MFlat
- InterDigital, Inc.IDCC3,344 shares · 0.0% of their software$1.2MFlat
- Rubrik, Inc.RBRK13,099 shares · 0.0% of their software$1.1M+$900K
- ZoomInfoZI98,613 shares · 0.0% of their software$1.1M—
- OneSpan Inc.OSPN63,641 shares · 0.0% of their software$1.0M+$878K
- TeradataTDC46,998 shares · 0.0% of their software$1.0MFlat
- monday.comMNDY5,178 shares · 0.0% of their software · price −$625K$1.0MFlat
- NetScout Systems, Inc.NTCT38,801 shares · 0.0% of their software$1.0MFlat
- QualysQLYS7,473 shares · 0.0% of their software$989KFlat
- CommvaultCVLT5,150 shares · 0.0% of their software$972KFlat
- UiPathPATH72,594 shares · 0.0% of their software$971K−$563K
- NCR Atleos CorporationNATL22,148 shares · 0.0% of their software$871KFlat
- Q2QTWO11,639 shares · 0.0% of their software$843KFlat
- WixWIX4,741 shares · 0.0% of their software$842K−$966K
- ACI WorldwideACIW15,935 shares · 0.0% of their software$841KFlat
- ePlus inc.PLUS11,684 shares · 0.0% of their software$830KFlat
- JFrogFROG17,518 shares · 0.0% of their software$829KFlat
- OpenTextOTEX22,005 shares · 0.0% of their software$823KFlat
- SentinelOneS44,742 shares · 0.0% of their software$788KFlat
- Digital TurbineAPPS120,309 shares · 0.0% of their software$770KFlat
- PaycomPAYC3,652 shares · 0.0% of their software$760K−$1.1M
- GigaCloud Technology Inc.GCT26,686 shares · 0.0% of their software$758KFlat
- DoubleVerifyDV52,011 shares · 0.0% of their software$623KFlat
- Joint Stock Company Kaspi.kzKSPI7,290 shares · 0.0% of their software$595KFlat
- CCC Intelligent Solutions Holdings Inc.CCC61,563 shares · 0.0% of their software$561KFlat
- Dave Inc.DAVE2,752 shares · 0.0% of their software$549KFlat
- SailPointSAIL24,647 shares · 0.0% of their software$544KFlat
- GitLabGTLB11,800 shares · 0.0% of their software$532KFlat
- Full Truck Alliance Co. Ltd.YMM39,960 shares · 0.0% of their software$518KFlat
- Xperi Inc.XPER79,360 shares · 0.0% of their software$514KFlat
- LiveRamp Holdings, Inc.RAMP18,757 shares · 0.0% of their software$509KFlat
- AppianAPPN16,307 shares · 0.0% of their software$499KNew · Flat
- Core Scientific, Inc.CORZ26,400 shares · 0.0% of their software$474KFlat
- PAR Technology CorporationPAR11,850 shares · 0.0% of their software$469K−$661K
- N-ableNABL57,352 shares · 0.0% of their software$447KFlat
- C3.aiAI24,397 shares · 0.0% of their software$423KFlat
- NextNav Inc.NN28,686 shares · 0.0% of their software$410KFlat
- YextYEXT46,138 shares · 0.0% of their software$393KFlat
- Consensus Cloud Solutions, Inc.CCSI12,636 shares · 0.0% of their software$371KFlat
- PhreesiaPHR15,776 shares · 0.0% of their software$371KFlat
- BlackbaudBLKB5,765 shares · 0.0% of their software$371KFlat
- ReposiTrak, Inc.TRAK23,980 shares · 0.0% of their software$355KFlat
- CourseraCOUR30,280 shares · 0.0% of their software$355KFlat
- TenableTENB11,530 shares · 0.0% of their software$336KNew · Flat
- Repay Holdings CorporationRPAY58,878 shares · 0.0% of their software$308KFlat
- EVERTEC, Inc.EVTC8,718 shares · 0.0% of their software$294KFlat
- FlywireFLYW21,711 shares · 0.0% of their software$294KNew · Flat
- Grindr Inc.GRND19,108 shares · 0.0% of their software$287KFlat
- Figma, Inc.FIG5,155 shares · 0.0% of their software$271KNew · Flat
- PagSeguro Digital Ltd.PAGS24,918 shares · 0.0% of their software$249KFlat
- FreshworksFRSH21,017 shares · 0.0% of their software$247KFlat
- DLocal LimitedDLO17,085 shares · 0.0% of their software$244KFlat
- FastlyFSLY27,382 shares · 0.0% of their software$234KFlat
- WaystarWAY6,083 shares · 0.0% of their software$231KFlat
- PagerDutyPD13,749 shares · 0.0% of their software$227KNew · Flat
- Bandwidth Inc.BAND13,554 shares · 0.0% of their software$226KFlat
- BullishBLSH3,520 shares · 0.0% of their software$224KNew · Flat
- AmplitudeAMPL20,675 shares · 0.0% of their software$222KNew · Flat
- Clearwater AnalyticsCWAN11,901 shares · 0.0% of their software$214KNew
- Payoneer Global Inc.PAYO34,605 shares · 0.0% of their software$209KFlat
- Donnelley Financial Solutions, Inc.DFIN4,060 shares · 0.0% of their software$209KFlat
- Life360, Inc.LIF1,893 shares · 0.0% of their software$201KNew · Flat
- EverCommerceEVCM16,574 shares · 0.0% of their software$184KFlat
- Blaize Holdings, Inc.BZAI50,500 shares · 0.0% of their software$174KFlat
- Alight, Inc.ALIT51,897 shares · 0.0% of their software$169KFlat
- AvePointAVPT11,269 shares · 0.0% of their software$169KFlat
- Rezolve AI PLCRZLV33,406 shares · 0.0% of their software$166KFlat
- SprinklrCXM21,465 shares · 0.0% of their software$166KFlat
- BTQ Technologies Corp.BTQ22,735 shares · 0.0% of their software$157KNew · Flat
- Mitek Systems, Inc.MITK14,632 shares · 0.0% of their software$143KFlat
- Sabre CorporationSABR74,507 shares · 0.0% of their software$136KFlat
- Blend Labs, Inc.BLND35,498 shares · 0.0% of their software$130KFlat
- Priority Technology Holdings, Inc.PRTH16,557 shares · 0.0% of their software$114KNew · Flat
- 8x8EGHT44,228 shares · 0.0% of their software$94K—
- Commerce.com, Inc.CMRC17,615 shares · 0.0% of their software$88KNew · Flat
- Cognyte Software Ltd.CGNT10,090 shares · 0.0% of their software$85KFlat
- BlackBerry LimitedBB14,638 shares · 0.0% of their software$71KNew · Flat
- Airship AI Holdings, Inc.AISP12,720 shares · 0.0% of their software$66KFlat
- Expensify, Inc.EXFY15,163 shares · 0.0% of their software$28KFlat
- Rackspace Technology, Inc.RXT12,003 shares · 0.0% of their software$17KNew · Flat
- Datavault AI Inc.DVLT10,200 shares · 0.0% of their software$11KNew · Flat