Generalist · Boston, MA
Boston Partners
Q2 2025 · compared with Q1 2025
- Software
- $5.6B
- Weight of 13F
- 6.3%
- Names
- 37
- Net bought
- +$320M
Filed 7 August 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
- OracleORCL4,801,066 shares · 18.7% of their software · price +$378M$1.1BFlat
- Uber Technologies, Inc.UBER9,138,546 shares · 15.1% of their software · price +$187M$851M+$7.8M
- Corpay, Inc.CPAY2,283,730 shares · 13.4% of their software · price −$38.6M$757M+$41.8M
- Check PointCHKP2,931,723 shares · 11.5% of their software · price −$19.6M$648M−$118M
- Gen DigitalGEN13,120,316 shares · 6.8% of their software · price +$37.5M$386M−$6.3M
- SS&CSSNC4,513,247 shares · 6.6% of their software · price −$3.3M$374M−$54.7M
- TrimbleTRMB4,161,427 shares · 5.6% of their software · price +$43.0M$318M+$33.9M
- NetApp, Inc.NTAP2,947,200 shares · 5.6% of their software · price +$55.1M$314M+$135M
- InterDigital, Inc.IDCC1,197,561 shares · 4.8% of their software · price +$20.9M$271M−$3.5M
- WEX Inc.WEX1,268,305 shares · 3.3% of their software · price −$12.8M$187MNew · +$199M
- MagniteMGNI5,574,604 shares · 2.4% of their software · price +$70.9M$133M+$3.4M
- Shift4 Payments, Inc.FOUR1,074,800 shares · 1.9% of their software · price +$18.7M$106M+$7.8M
- NICENICE537,049 shares · 1.6% of their software · price +$7.9M$90.6M+$24.0M
- Adeia Inc.ADEA2,464,706 shares · 0.6% of their software · price +$2.3M$34.1M−$805K
- LiveRamp Holdings, Inc.RAMP810,529 shares · 0.5% of their software · price +$5.6M$26.6MFlat
- TwilioTWLO156,890 shares · 0.3% of their software · price +$4.1M$19.5MFlat
- TeradataTDC719,758 shares · 0.3% of their software$16.1M+$15.1M
- EVERTEC, Inc.EVTC363,466 shares · 0.2% of their software$13.0MNew · +$13.4M
- 8x8EGHT5,501,679 shares · 0.2% of their software$10.8M—
- SalesforceCRM36,734 shares · 0.2% of their software$10.0MNew · +$9.9M
- PegasystemsPEGA142,610 shares · 0.1% of their software · price −$2.2M$7.7MNew · +$9.9M
- YextYEXT414,019 shares · 0.1% of their software · price +$969K$3.5MFlat
- Asure Software, Inc.ASUR199,124 shares · 0.0% of their software$1.9MFlat
- Fiserv, Inc.FISV10,666 shares · 0.0% of their software · price −$516K$1.8MFlat
- RingCentralRNG91,785 shares · 0.0% of their software$1.7M+$548K
- PhreesiaPHR56,520 shares · 0.0% of their software$1.6MFlat
- OpenTextOTEX54,157 shares · 0.0% of their software$1.6MFlat
- Rimini Street, Inc.RMNI347,915 shares · 0.0% of their software$1.3MFlat
- ACI WorldwideACIW20,565 shares · 0.0% of their software$944KNew · +$1.1M
- Lyft, Inc.LYFT50,903 shares · 0.0% of their software$802KFlat
- Ooma, Inc.OOMA34,908 shares · 0.0% of their software$450K−$3.1M
- Kaltura, Inc.KLTR218,108 shares · 0.0% of their software$438KFlat
- Calix, Inc.CALX7,444 shares · 0.0% of their software$396KNew · Flat
- BlackBerry LimitedBB86,417 shares · 0.0% of their software$396KFlat
- Consensus Cloud Solutions, Inc.CCSI13,968 shares · 0.0% of their software$322KFlat
- VTEXVTEX43,727 shares · 0.0% of their software$289KFlat
- Priority Technology Holdings, Inc.PRTH32,640 shares · 0.0% of their software$254KNew · Flat