Generalist · Overland Park, KS
Mariner
Q4 2025 · compared with Q3 2025
Filed as Mariner, LLC
- Software
- $5.2B
- Weight of 13F
- 6.3%
- Names
- 161
- Net bought
- +$2.0B
Filed 13 February 2026 · SEC filing.
3,492 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
- MicrosoftMSFT5,374,644 shares · 49.7% of their software · price −$185M$2.6B+$257M
- ServiceNowNOW1,997,489 shares · 5.8% of their software · price −$1.5B$306M+$1.5B
- CrowdStrikeCRWD537,549 shares · 4.8% of their software · price −$11.6M$252M+$21.0M
- CadenceCDNS721,018 shares · 4.3% of their software · price −$27.9M$225M+$57.8M
- PalantirPLTR1,252,363 shares · 4.3% of their software · price −$5.8M$223M+$24.8M
- OracleORCL1,123,458 shares · 4.2% of their software · price −$97.0M$219M−$17.6M
- Palo Alto NetworksPANW709,685 shares · 2.5% of their software · price −$13.8M$131M+$7.2M
- Uber Technologies, Inc.UBER1,284,984 shares · 2.0% of their software · price −$20.9M$105M+$14.2M
- SalesforceCRM351,082 shares · 1.8% of their software · price +$9.8M$93.0M−$10.2M
- IntuitINTU127,381 shares · 1.6% of their software · price −$2.6M$84.4M+$14.5M
- AppLovinAPP101,160 shares · 1.3% of their software · price −$4.5M$68.3MFlat
- NetApp, Inc.NTAP577,848 shares · 1.2% of their software · price −$6.6M$61.9M+$884K
- Paychex, Inc.PAYX490,156 shares · 1.1% of their software · price −$7.1M$55.0M+$1.8M
- SnowflakeSNOW222,998 shares · 0.9% of their software · price −$1.4M$48.9M+$3.7M
- AdobeADBE136,424 shares · 0.9% of their software$47.8M−$1.2M
- ShopifySHOP273,218 shares · 0.8% of their software · price +$3.4M$43.9M+$3.5M
- Automatic Data Processing, Inc.ADP158,961 shares · 0.8% of their software · price −$5.8M$40.9M−$5.1M
- CloudflareNET189,960 shares · 0.7% of their software · price −$3.3M$37.4M+$23.3M
- Roper Technologies, Inc.ROP71,958 shares · 0.6% of their software · price −$3.9M$32.0M+$12.9M
- DatadogDDOG228,695 shares · 0.6% of their software · price −$1.5M$31.1M+$11.4M
- CoreWeave, Inc.CRWV422,523 shares · 0.6% of their software · price −$27.6M$30.3M+$51.6M
- AtlassianTEAM169,794 shares · 0.5% of their software$27.5M+$22.3M
- AutodeskADSK83,452 shares · 0.5% of their software · price −$1.8M$24.7M+$13.4M
- FortinetFTNT302,588 shares · 0.5% of their software · price −$1.4M$24.0M+$9.8M
- ZoomZM257,478 shares · 0.4% of their software · price +$976K$22.2M+$13.4M
- CCC Intelligent Solutions Holdings Inc.CCC2,231,529 shares · 0.3% of their software · price −$2.6M$17.7M+$19.8M
- VeriSign, Inc.VRSN70,316 shares · 0.3% of their software · price −$2.6M$17.1M+$7.8M
- Strategy IncMSTR101,807 shares · 0.3% of their software · price −$17.3M$15.5M−$4.9M
- SynopsysSNPS31,648 shares · 0.3% of their software · price −$749K$14.9M−$47.3M
- ProcorePCOR188,618 shares · 0.3% of their software$13.7M+$12.6M
- GuidewireGWRE63,631 shares · 0.2% of their software · price −$1.8M$12.8MFlat
- SAPSAP50,350 shares · 0.2% of their software · price −$1.2M$12.2M−$23.9M
- ElasticESTC158,639 shares · 0.2% of their software · price −$1.4M$12.0M+$9.5M
- Fiserv, Inc.FISV177,004 shares · 0.2% of their software · price −$10.9M$11.9M−$31.7M
- ToastTOST317,101 shares · 0.2% of their software$11.3MFlat
- FactSetFDS37,800 shares · 0.2% of their software$11.0M+$7.4M
- ZscalerZS46,656 shares · 0.2% of their software · price −$3.5M$10.5M+$968K
- Lyft, Inc.LYFT513,210 shares · 0.2% of their software · price −$1.4M$9.9M+$4.3M
- TwilioTWLO66,797 shares · 0.2% of their software · price +$2.8M$9.5M+$2.0M
- SS&CSSNC108,201 shares · 0.2% of their software$9.5MFlat
- MongoDBMDB20,813 shares · 0.2% of their software · price +$2.3M$8.7M+$2.4M
- HubSpotHUBS21,666 shares · 0.2% of their software · price −$1.4M$8.7M+$5.6M
- VeevaVEEV36,427 shares · 0.2% of their software · price −$2.7M$8.1M−$2.8M
- NutanixNTNX155,232 shares · 0.2% of their software · price −$3.5M$8.0M+$6.4M
- GoDaddyGDDY62,353 shares · 0.1% of their software · price −$795K$7.8M+$5.1M
- Manhattan AssociatesMANH39,984 shares · 0.1% of their software · price −$1.3M$6.9M+$2.6M
- VeriskVRSK30,939 shares · 0.1% of their software · price −$861K$6.9M+$3.0M
- BroadridgeBR30,063 shares · 0.1% of their software$6.7M−$1.3M
- The Trade DeskTTD154,844 shares · 0.1% of their software · price −$1.7M$5.9MFlat
- Check PointCHKP27,591 shares · 0.1% of their software · price −$589K$5.1MFlat
- GitLabGTLB134,443 shares · 0.1% of their software · price −$1.0M$5.1M+$5.5M
- Sportradar Group AGSRAD210,501 shares · 0.1% of their software · price −$659K$5.0MFlat
- AkamaiAKAM56,911 shares · 0.1% of their software · price +$654K$5.0M+$910K
- SamsaraIOT139,905 shares · 0.1% of their software$5.0M−$1.2M
- Tyler TechnologiesTYL10,251 shares · 0.1% of their software · price −$709K$4.7MFlat
- PaylocityPCTY30,206 shares · 0.1% of their software$4.6M+$2.7M
- MNTN, Inc.MNTN360,599 shares · 0.1% of their software · price −$2.4M$4.3MNew · +$6.7M
- Corpay, Inc.CPAY13,903 shares · 0.1% of their software$4.2M+$1.6M
- DynatraceDT95,594 shares · 0.1% of their software$4.1MNew · +$4.6M
- WEX Inc.WEX24,956 shares · 0.1% of their software$3.7MNew · +$3.9M
- MorningstarMORN16,979 shares · 0.1% of their software$3.7M+$2.4M
- Adeia Inc.ADEA196,528 shares · 0.1% of their software$3.4MFlat
- DuolingoDUOL19,171 shares · 0.1% of their software · price −$2.8M$3.4M+$1.9M
- CoStarCSGP48,017 shares · 0.1% of their software · price −$823K$3.2M−$637K
- DocuSignDOCU46,469 shares · 0.1% of their software$3.2M+$1.1M
- WorkivaWK35,322 shares · 0.1% of their software$3.0M+$1.5M
- WorkdayWDAY13,335 shares · 0.1% of their software$2.9M−$4.1M
- UnityU63,943 shares · 0.1% of their software$2.8MFlat
- Fair IsaacFICO1,613 shares · 0.1% of their software$2.7M−$510K
- KlaviyoKVYO81,886 shares · 0.1% of their software$2.7MFlat
- Clear Secure, Inc.YOU69,907 shares · 0.0% of their software$2.5MFlat
- SentinelOneS162,552 shares · 0.0% of their software$2.4M+$2.1M
- Rubrik, Inc.RBRK31,257 shares · 0.0% of their software$2.4M+$1.5M
- ProgressPRGS52,891 shares · 0.0% of their software$2.3MFlat
- NICENICE19,860 shares · 0.0% of their software · price −$630K$2.2M+$1.6M
- DescartesDSGX20,744 shares · 0.0% of their software$1.8MFlat
- SoundHound AI, Inc.SOUN173,021 shares · 0.0% of their software · price −$1.1M$1.7M+$1.4M
- TeradataTDC53,401 shares · 0.0% of their software$1.6MFlat
- NetScout Systems, Inc.NTCT57,968 shares · 0.0% of their software$1.6MFlat
- monday.comMNDY9,542 shares · 0.0% of their software$1.4M+$845K
- UiPathPATH83,071 shares · 0.0% of their software$1.4MFlat
- Remitly Global, Inc.RELY97,004 shares · 0.0% of their software$1.3MFlat
- TrimbleTRMB16,852 shares · 0.0% of their software$1.3MFlat
- Shift4 Payments, Inc.FOUR20,444 shares · 0.0% of their software$1.3MFlat
- Grab Holdings LimitedGRAB253,969 shares · 0.0% of their software$1.3MFlat
- QualysQLYS9,231 shares · 0.0% of their software$1.2MFlat
- JFrogFROG19,601 shares · 0.0% of their software$1.2MFlat
- DoubleVerifyDV106,337 shares · 0.0% of their software$1.2M+$651K
- GigaCloud Technology Inc.GCT30,775 shares · 0.0% of their software$1.2MFlat
- DoximityDOCS25,458 shares · 0.0% of their software · price −$735K$1.1M−$740K
- InterDigital, Inc.IDCC3,447 shares · 0.0% of their software$1.1MFlat
- i3 Verticals, Inc.IIIV43,711 shares · 0.0% of their software$1.1MFlat
- Q2QTWO14,733 shares · 0.0% of their software$1.1MFlat
- FreshworksFRSH85,544 shares · 0.0% of their software$1.0M+$759K
- WixWIX10,052 shares · 0.0% of their software · price −$741K$1.0M+$943K
- VaronisVRNS29,591 shares · 0.0% of their software · price −$730K$972KFlat
- ACI WorldwideACIW19,577 shares · 0.0% of their software$936KFlat
- ServiceTitanTTAN8,409 shares · 0.0% of their software$896KFlat
- AppianAPPN24,138 shares · 0.0% of their software$856KFlat
- OktaOKTA9,338 shares · 0.0% of their software$806K−$2.2M
- NCR Atleos CorporationNATL20,502 shares · 0.0% of their software$782KFlat
- OpenTextOTEX23,873 shares · 0.0% of their software$778KFlat
- Figma, Inc.FIG20,770 shares · 0.0% of their software$776K+$810K
- OneSpan Inc.OSPN58,815 shares · 0.0% of their software$755KFlat
- ePlus inc.PLUS8,547 shares · 0.0% of their software$750KFlat
- Clearwater AnalyticsCWAN26,409 shares · 0.0% of their software$637K—
- LiveRamp Holdings, Inc.RAMP21,220 shares · 0.0% of their software$624KFlat
- SailPointSAIL29,012 shares · 0.0% of their software$588KFlat
- BrazeBRZE16,086 shares · 0.0% of their software$553KNew · Flat
- Intapp, Inc.INTA11,806 shares · 0.0% of their software$542KNew · Flat
- NextNav Inc.NN32,348 shares · 0.0% of their software$538KFlat
- BlackbaudBLKB8,022 shares · 0.0% of their software$508KFlat
- FlywireFLYW32,140 shares · 0.0% of their software$455KFlat
- Xperi Inc.XPER77,187 shares · 0.0% of their software$452KFlat
- Core Scientific, Inc.CORZ30,368 shares · 0.0% of their software$442KFlat
- Dave Inc.DAVE1,902 shares · 0.0% of their software$421KFlat
- Full Truck Alliance Co. Ltd.YMM37,755 shares · 0.0% of their software$405KFlat
- AmplitudeAMPL34,912 shares · 0.0% of their software$405KFlat
- F5, Inc.FFIV1,611 shares · 0.0% of their software$403K−$5.3M
- TenableTENB16,803 shares · 0.0% of their software$396KFlat
- N-ableNABL51,231 shares · 0.0% of their software$384KFlat
- PaycomPAYC2,413 shares · 0.0% of their software$382KFlat
- Rezolve AI PLCRZLV142,238 shares · 0.0% of their software$366K+$542K
- FastlyFSLY30,988 shares · 0.0% of their software$315KFlat
- EVERTEC, Inc.EVTC10,250 shares · 0.0% of their software$298KFlat
- RingCentralRNG10,266 shares · 0.0% of their software$297KNew · Flat
- Zeta GlobalZETA14,176 shares · 0.0% of their software$289KNew · Flat
- DLocal LimitedDLO20,285 shares · 0.0% of their software$287KFlat
- AvePointAVPT20,519 shares · 0.0% of their software$285KFlat
- Consensus Cloud Solutions, Inc.CCSI12,906 shares · 0.0% of their software$282KFlat
- Digital TurbineAPPS54,562 shares · 0.0% of their software$273KFlat
- Grindr Inc.GRND19,284 shares · 0.0% of their software$261KFlat
- PagSeguro Digital Ltd.PAGS26,406 shares · 0.0% of their software$255KFlat
- Five9FIVN12,303 shares · 0.0% of their software$247KNew · Flat
- SprinklrCXM28,354 shares · 0.0% of their software$221KFlat
- CourseraCOUR29,582 shares · 0.0% of their software$218KFlat
- Pagaya Technologies Ltd.PGY10,107 shares · 0.0% of their software$211KNew · Flat
- Rapid7RPD13,530 shares · 0.0% of their software$206KNew · Flat
- Bandwidth Inc.BAND13,295 shares · 0.0% of their software$206KFlat
- Joint Stock Company Kaspi.kzKSPI2,602 shares · 0.0% of their software$203KFlat
- NIQ Global Intelligence plcNIQ12,343 shares · 0.0% of their software$203KNew · Flat
- YextYEXT24,222 shares · 0.0% of their software$195KFlat
- Payoneer Global Inc.PAYO34,220 shares · 0.0% of their software$192KFlat
- AsanaASAN12,080 shares · 0.0% of their software$166KNew · Flat
- Alight, Inc.ALIT84,885 shares · 0.0% of their software$166KFlat
- Repay Holdings CorporationRPAY45,221 shares · 0.0% of their software$165KFlat
- Palladyne AI Corp.PDYN34,989 shares · 0.0% of their software$149KNew · Flat
- BTQ Technologies Corp.BTQ29,095 shares · 0.0% of their software$149KFlat
- Blaize Holdings, Inc.BZAI66,344 shares · 0.0% of their software$129KFlat
- Mitek Systems, Inc.MITK11,643 shares · 0.0% of their software$123KFlat
- Bitdeer Technologies GroupBTDR10,474 shares · 0.0% of their software$117KNew · Flat
- 8x8EGHT58,966 shares · 0.0% of their software$116K—
- Commerce.com, Inc.CMRC24,769 shares · 0.0% of their software$102KFlat
- Cognyte Software Ltd.CGNT10,184 shares · 0.0% of their software$96KFlat
- BlackBerry LimitedBB22,650 shares · 0.0% of their software$86KFlat
- Datavault AI Inc.DVLT114,190 shares · 0.0% of their software$74KFlat
- Telos CorporationTLS14,501 shares · 0.0% of their software$74KNew · Flat
- VTEXVTEX14,635 shares · 0.0% of their software$55KNew · Flat
- Sabre CorporationSABR36,008 shares · 0.0% of their software$49KFlat
- Airship AI Holdings, Inc.AISP16,854 shares · 0.0% of their software$49KFlat
- Expensify, Inc.EXFY15,497 shares · 0.0% of their software$23KFlat