Generalist · Boston, MA
Boston Partners
Q1 2025 · compared with Q4 2024
- Software
- $4.6B
- Weight of 13F
- 5.5%
- Names
- 32
- Net bought
- −$319M
Filed 13 May 2025 · SEC filing.
699 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
- Check PointCHKP3,447,926 shares · 17.2% of their software · price +$142M$786M−$13.1M
- Corpay, Inc.CPAY2,163,940 shares · 16.5% of their software · price +$22.3M$751M+$40.1M
- OracleORCL4,775,191 shares · 14.6% of their software · price −$128M$665M−$255M
- Uber Technologies, Inc.UBER9,031,217 shares · 14.4% of their software · price +$113M$659M+$166M
- SS&CSSNC5,168,635 shares · 9.5% of their software · price +$40.1M$432M−$8.4M
- Gen DigitalGEN13,358,167 shares · 7.8% of their software · price −$11.2M$354M+$99.4M
- InterDigital, Inc.IDCC1,214,475 shares · 5.5% of their software · price +$15.8M$250M−$78.5M
- TrimbleTRMB3,644,965 shares · 5.2% of their software · price −$18.3M$238M+$18.9M
- NetApp, Inc.NTAP1,410,861 shares · 2.7% of their software · price −$39.8M$124M−$78.0M
- Shift4 Payments, Inc.FOUR978,836 shares · 1.8% of their software · price −$21.6M$79.8M−$1.2M
- MagniteMGNI5,276,356 shares · 1.3% of their software · price −$23.8M$60.2M+$8.3M
- NICENICE381,666 shares · 1.3% of their software · price −$6.0M$58.8M−$219M
- Adeia Inc.ADEA2,525,597 shares · 0.7% of their software · price −$1.9M$32.7M−$534K
- LiveRamp Holdings, Inc.RAMP795,507 shares · 0.5% of their software · price −$3.4M$20.7M+$3.2M
- TwilioTWLO161,262 shares · 0.3% of their software · price −$1.6M$15.8MFlat
- 8x8EGHT6,419,520 shares · 0.3% of their software$12.8M—
- Ooma, Inc.OOMA274,722 shares · 0.1% of their software$3.6M−$1.5M
- Fiserv, Inc.FISV12,491 shares · 0.1% of their software$2.8M+$1.2M
- YextYEXT420,527 shares · 0.1% of their software$2.6MFlat
- Asure Software, Inc.ASUR202,008 shares · 0.0% of their software$1.9MFlat
- RingCentralRNG69,672 shares · 0.0% of their software · price −$714K$1.7M+$640K
- OpenTextOTEX54,157 shares · 0.0% of their software$1.4MFlat
- PhreesiaPHR49,054 shares · 0.0% of their software$1.3MFlat
- TeradataTDC48,790 shares · 0.0% of their software$1.1M+$1.1M
- Rimini Street, Inc.RMNI253,755 shares · 0.0% of their software$883KNew · +$678K
- Lyft, Inc.LYFT50,903 shares · 0.0% of their software$604KFlat
- ZoomZM6,683 shares · 0.0% of their software$493KFlat
- Kaltura, Inc.KLTR217,774 shares · 0.0% of their software$409K−$693K
- BlackBerry LimitedBB85,106 shares · 0.0% of their software$321K−$1.1M
- Consensus Cloud Solutions, Inc.CCSI11,772 shares · 0.0% of their software$272KFlat
- Immersion CorporationIMMR32,679 shares · 0.0% of their software$248KFlat
- VTEXVTEX43,661 shares · 0.0% of their software$221KFlat