Generalist · Boston, MA
Boston Partners
Q4 2025 · compared with Q3 2025
- Software
- $4.6B
- Weight of 13F
- 4.7%
- Names
- 40
- Net bought
- −$384M
Filed 13 February 2026 · SEC filing.
750 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.UBER9,073,648 shares · 16.3% of their software · price −$148M$743M−$34.2M
- Corpay, Inc.CPAY1,836,891 shares · 12.2% of their software · price +$23.6M$555M−$126M
- OracleORCL2,529,091 shares · 10.8% of their software · price −$218M$494M−$154M
- Check PointCHKP2,504,690 shares · 10.2% of their software · price −$53.5M$465M−$12.0M
- Gen DigitalGEN15,644,289 shares · 9.3% of their software · price −$18.8M$425M+$55.5M
- SS&CSSNC4,285,669 shares · 8.2% of their software · price −$5.7M$375M−$13.4M
- NetApp, Inc.NTAP3,309,133 shares · 7.8% of their software · price −$37.6M$354MFlat
- InterDigital, Inc.IDCC863,136 shares · 6.0% of their software · price −$23.2M$275M−$95.0M
- TrimbleTRMB2,833,231 shares · 4.9% of their software · price −$9.3M$222M−$10.6M
- WEX Inc.WEX1,447,442 shares · 4.7% of their software · price −$12.4M$216M+$27.4M
- MagniteMGNI4,108,893 shares · 1.5% of their software · price −$22.8M$66.6M−$7.4M
- TeradataTDC1,890,862 shares · 1.3% of their software · price +$16.9M$57.6MFlat
- NICENICE470,554 shares · 1.2% of their software · price −$14.9M$53.2M−$3.6M
- Adeia Inc.ADEA2,306,148 shares · 0.9% of their software · price +$1.0M$40.5M−$2.9M
- LiveRamp Holdings, Inc.RAMP1,182,565 shares · 0.7% of their software · price +$2.6M$34.1M−$2.4M
- Roper Technologies, Inc.ROP65,594 shares · 0.6% of their software · price −$3.5M$29.2MNew · +$32.7M
- Euronet Worldwide, Inc.EEFT313,901 shares · 0.5% of their software · price −$3.7M$23.7M+$4.1M
- TwilioTWLO147,738 shares · 0.5% of their software · price +$6.2M$21.0M−$1.2M
- DoubleVerifyDV1,817,089 shares · 0.5% of their software · price −$981K$20.6MNew · +$21.8M
- A10 Networks, Inc.ATEN840,140 shares · 0.3% of their software$14.8MNew · +$15.2M
- EVERTEC, Inc.EVTC496,586 shares · 0.3% of their software · price −$2.3M$14.5M−$1.0M
- 8x8EGHT7,183,906 shares · 0.3% of their software$14.2M—
- PegasystemsPEGA186,024 shares · 0.2% of their software$11.1M−$1.3M
- SalesforceCRM16,281 shares · 0.1% of their software$4.3M−$5.0M
- YextYEXT505,639 shares · 0.1% of their software$4.1MFlat
- RingCentralRNG103,787 shares · 0.1% of their software$3.0MFlat
- MicrosoftMSFT6,144 shares · 0.1% of their software$3.0MFlat
- PhreesiaPHR170,072 shares · 0.1% of their software · price −$1.1M$2.9M+$889K
- OpenTextOTEX78,345 shares · 0.1% of their software$2.6MFlat
- Rimini Street, Inc.RMNI426,074 shares · 0.0% of their software$1.7MFlat
- OktaOKTA15,727 shares · 0.0% of their software$1.4M+$578K
- ACI WorldwideACIW23,113 shares · 0.0% of their software$1.1MFlat
- Fiserv, Inc.FISV11,975 shares · 0.0% of their software · price −$740K$804K+$518K
- Shift4 Payments, Inc.FOUR8,908 shares · 0.0% of their software$561K−$69.2M
- Consensus Cloud Solutions, Inc.CCSI23,327 shares · 0.0% of their software$509KFlat
- Kaltura, Inc.KLTR239,984 shares · 0.0% of their software$394KFlat
- VTEXVTEX84,306 shares · 0.0% of their software$317KFlat
- Ooma, Inc.OOMA20,208 shares · 0.0% of their software$237KFlat
- Priority Technology Holdings, Inc.PRTH34,647 shares · 0.0% of their software$189KFlat
- Asure Software, Inc.ASUR11,510 shares · 0.0% of their software$108KNew · Flat