Generalist · Boston, MA
Boston Partners
Q4 2024 · compared with Q3 2024
- Software
- $4.8B
- Weight of 13F
- 5.9%
- Names
- 34
- Net bought
- +$866M
Filed 11 February 2025 · SEC filing.
704 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 202653 names$4.9B+$270M
- Q1 202643 names$4.2B+$372M
- Q4 202540 names$4.6B−$384M
- Q3 202539 names$5.5B−$454M
- Q2 202537 names$5.6B+$320M
- Q1 202532 names$4.6B−$319M
- Q4 202434 names$4.8B+$866M
- Q3 202434 names$3.9B+$175M
- Q2 202436 names$3.2B+$254M
- Q1 202437 names$2.9B+$543M
- Q4 202335 names$2.1B+$344M
- Q3 202336 names$1.5B+$19.8M
- Q2 202332 names$1.6B−$290M
- Q1 202330 names$1.7B−$72.2M
- Q4 202228 names$1.7B−$61.5M
- Q3 202225 names$1.6B+$146M
- Q2 202224 names$1.6B−$247M
- Q1 202219 names$2.2B+$352M
- Q4 202119 names$1.9B−$128M
- Q3 202117 names$1.9B−$110M
- Q2 202115 names$2.0B+$190M
- Q1 202115 names$1.6B+$210M
- Q4 202012 names$1.3B−$188M
- Q3 202017 names$1.3BFlat
- Q2 202017 names$1.3B+$71.6M
- Q1 202018 names$992M−$465M
- Q4 201922 names$1.6B−$186M
- Q3 201917 names$1.7BFlat
- Q2 201916 names$1.7B−$239M
- Q1 201916 names$1.8B−$477M
- Q4 201817 names$2.1B−$597M
- Q3 201818 names$3.0B−$584M
- Q2 201818 names$3.3B−$171M
- Q1 201812 names$3.2B−$55.5M
- Q4 201712 names$3.2B+$127M
- Q3 20179 names$2.8B+$437M
- Q2 20177 names$2.3B+$73.7M
- Q1 20178 names$2.1B+$259M
- Q4 20167 names$1.6B+$58.0M
- Q3 20167 names$1.5B−$70.1M
- Q2 20167 names$1.6B—
What moved the book
The five software lines with the largest share change this quarter.
Software held
- OracleORCL6,303,760 shares · 21.9% of their software · price −$23.7M$1.1B−$177M
- Corpay, Inc.CPAY2,045,398 shares · 14.4% of their software · price +$52.5M$695M+$38.3M
- Check PointCHKP3,518,090 shares · 13.6% of their software · price −$21.5M$657M−$10.9M
- SS&CSSNC5,279,386 shares · 8.3% of their software · price +$8.3M$400M+$290M
- Uber Technologies, Inc.UBER6,281,761 shares · 7.9% of their software · price −$93.2M$381MNew · +$472M
- InterDigital, Inc.IDCC1,619,545 shares · 6.5% of their software · price +$84.4M$312M+$11.9M
- NICENICE1,670,327 shares · 5.9% of their software · price −$6.4M$283M+$26.3M
- Gen DigitalGEN9,727,115 shares · 5.5% of their software$266M+$8.8M
- NetApp, Inc.NTAP2,083,189 shares · 5.0% of their software · price −$15.5M$242M+$90.1M
- TrimbleTRMB3,377,136 shares · 5.0% of their software · price +$28.9M$240M+$144M
- Shift4 Payments, Inc.FOUR990,416 shares · 2.1% of their software · price +$15.0M$103M−$17.4M
- MagniteMGNI4,756,323 shares · 1.6% of their software · price +$9.8M$76.1M+$18.5M
- Adeia Inc.ADEA2,563,814 shares · 0.7% of their software · price +$5.3M$35.5M+$1.5M
- LiveRamp Holdings, Inc.RAMP690,057 shares · 0.4% of their software · price +$3.9M$21.3M+$8.9M
- 8x8EGHT6,644,856 shares · 0.4% of their software$17.7M—
- TwilioTWLO163,474 shares · 0.4% of their software · price +$7.0M$17.7M+$1.5M
- Ooma, Inc.OOMA382,579 shares · 0.1% of their software · price +$1.0M$5.4M−$2.3M
- YextYEXT435,080 shares · 0.1% of their software$2.8MFlat
- Asure Software, Inc.ASUR209,008 shares · 0.0% of their software$2.0MFlat
- RingCentralRNG51,401 shares · 0.0% of their software$1.8M+$737K
- PhreesiaPHR57,100 shares · 0.0% of their software$1.4MFlat
- BlackBerry LimitedBB366,228 shares · 0.0% of their software$1.4MFlat
- Fiserv, Inc.FISV6,471 shares · 0.0% of their software$1.3M−$692K
- OpenTextOTEX46,552 shares · 0.0% of their software$1.3MFlat
- Kaltura, Inc.KLTR532,961 shares · 0.0% of their software$1.2M−$583K
- Lyft, Inc.LYFT48,933 shares · 0.0% of their software$631KFlat
- DropboxDBX19,707 shares · 0.0% of their software$592KFlat
- ZoomZM6,424 shares · 0.0% of their software$524KFlat
- TeradataTDC12,421 shares · 0.0% of their software$387K−$7.4M
- Consensus Cloud Solutions, Inc.CCSI14,353 shares · 0.0% of their software$342KFlat
- Immersion CorporationIMMR32,438 shares · 0.0% of their software$283KFlat
- VTEXVTEX43,335 shares · 0.0% of their software$255K−$776K
- International Money Express, Inc.IMXI12,241 shares · 0.0% of their software$255K−$9.4M
- Silvaco Group, Inc.SVCO23,837 shares · 0.0% of their software$193K−$3.1M