Generalist · Boston, MA
Boston Partners
Q3 2025 · compared with Q2 2025
- Software
- $5.5B
- Weight of 13F
- 5.6%
- Names
- 39
- Net bought
- −$454M
Filed 13 November 2025 · SEC filing.
751 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
- Uber Technologies, Inc.UBER9,422,708 shares · 16.9% of their software · price +$44.0M$924M+$26.5M
- OracleORCL3,077,781 shares · 15.9% of their software · price +$193M$867M−$377M
- Corpay, Inc.CPAY2,276,020 shares · 12.0% of their software · price −$99.6M$656MFlat
- Check PointCHKP2,562,702 shares · 9.7% of their software · price −$36.7M$530M−$81.6M
- SS&CSSNC4,436,658 shares · 7.2% of their software · price +$26.4M$394M−$6.3M
- InterDigital, Inc.IDCC1,138,223 shares · 7.2% of their software · price +$138M$393M−$13.3M
- NetApp, Inc.NTAP3,317,605 shares · 7.2% of their software · price +$39.5M$393M+$39.5M
- Gen DigitalGEN13,689,577 shares · 7.1% of their software · price −$13.8M$389M+$16.7M
- TrimbleTRMB2,963,035 shares · 4.4% of their software · price +$16.8M$242M−$91.1M
- WEX Inc.WEX1,273,363 shares · 3.7% of their software · price +$13.5M$201MFlat
- MagniteMGNI4,449,004 shares · 1.7% of their software · price −$10.4M$95.2M−$27.1M
- NICENICE495,587 shares · 1.3% of their software · price −$12.0M$71.8M−$7.0M
- Shift4 Payments, Inc.FOUR903,021 shares · 1.3% of their software · price −$19.6M$70.1M−$17.0M
- Adeia Inc.ADEA2,479,151 shares · 0.8% of their software · price +$6.6M$41.6MFlat
- TeradataTDC1,893,414 shares · 0.7% of their software · price −$1.5M$40.7M+$26.2M
- LiveRamp Holdings, Inc.RAMP1,269,623 shares · 0.6% of their software · price −$7.5M$34.7M+$15.2M
- Euronet Worldwide, Inc.EEFT267,433 shares · 0.4% of their software · price −$3.6M$23.5MNew · +$27.1M
- 8x8EGHT8,582,614 shares · 0.3% of their software$18.2M—
- EVERTEC, Inc.EVTC526,864 shares · 0.3% of their software · price −$1.2M$17.7M+$5.9M
- TwilioTWLO159,726 shares · 0.3% of their software · price −$3.9M$16.0MFlat
- PegasystemsPEGA208,870 shares · 0.2% of their software · price +$704K$12.0M+$3.6M
- SalesforceCRM37,489 shares · 0.2% of their software · price −$1.3M$8.9MFlat
- YextYEXT449,766 shares · 0.1% of their software$3.8MFlat
- PhreesiaPHR132,257 shares · 0.1% of their software · price −$653K$3.1M+$2.2M
- OpenTextOTEX79,890 shares · 0.1% of their software · price +$654K$3.0M+$751K
- MicrosoftMSFT5,617 shares · 0.1% of their software$2.9MNew · +$2.8M
- RingCentralRNG99,029 shares · 0.1% of their software$2.8MFlat
- Rimini Street, Inc.RMNI434,386 shares · 0.0% of their software$2.0MFlat
- Lyft, Inc.LYFT58,224 shares · 0.0% of their software$1.3MFlat
- ACI WorldwideACIW23,576 shares · 0.0% of their software$1.2MFlat
- Fiserv, Inc.FISV7,955 shares · 0.0% of their software$1.0MFlat
- Calix, Inc.CALX16,213 shares · 0.0% of their software$995KFlat
- OktaOKTA9,429 shares · 0.0% of their software$865KNew · +$943K
- BlackBerry LimitedBB157,511 shares · 0.0% of their software$769KFlat
- Kaltura, Inc.KLTR269,570 shares · 0.0% of their software$388KFlat
- Ooma, Inc.OOMA30,362 shares · 0.0% of their software$364KFlat
- VTEXVTEX75,063 shares · 0.0% of their software$329KFlat
- Consensus Cloud Solutions, Inc.CCSI9,498 shares · 0.0% of their software$279KFlat
- Priority Technology Holdings, Inc.PRTH28,389 shares · 0.0% of their software$195KFlat