Generalist · Boston, MA
Boston Partners
- Software
- $1.8B
- Weight of 13F
- 2.0%
- Names
- 28
- Vs prior quarter
- +$149M
Filed 4 August 2026.
1,850 positions in the whole 13F.
Software held
- Gen DigitalGEN20,667,093 shares · 27.9% of their software$514M+$234M
- OracleORCL2,219,661 shares · 17.5% of their software$323M−$47.2M
- MicrosoftMSFT744,132 shares · 15.0% of their software$278M+$273M
- Check PointCHKP1,002,539 shares · 7.1% of their software$132M−$267M
- SS&CSSNC1,870,002 shares · 6.3% of their software$116MFlat
- TeradataTDC3,077,553 shares · 5.8% of their software$106M+$23.9M
- MagniteMGNI5,013,835 shares · 5.2% of their software$95.9M+$39.8M
- NICENICE540,967 shares · 2.7% of their software$49.2M−$2.0M
- IntuitINTU161,647 shares · 2.3% of their software$42.2MNew
- PegasystemsPEGA1,347,755 shares · 2.2% of their software$40.4M−$21.6M
- SalesforceCRM240,943 shares · 2.0% of their software$37.8M+$34.7M
- TwilioTWLO147,629 shares · 1.6% of their software$30.5M+$15.0M