Generalist · Boston, MA
Boston Partners
Q1 2026 · compared with Q4 2025
- Software
- $4.2B
- Weight of 13F
- 4.5%
- Names
- 43
- Net bought
- +$372M
765 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.UBER10,262,100 shares · 17.4% of their software · price −$100M$738M+$97.1M
- Corpay, Inc.CPAY2,420,777 shares · 16.6% of their software · price −$24.1M$705M+$176M
- Check PointCHKP2,794,400 shares · 9.4% of their software · price −$119M$399M+$53.8M
- OracleORCL2,517,848 shares · 8.7% of their software · price −$120M$370MFlat
- NetApp, Inc.NTAP3,590,691 shares · 8.7% of their software · price −$16.9M$368M+$30.2M
- InterDigital, Inc.IDCC977,203 shares · 7.0% of their software · price −$16.0M$295M+$36.3M
- Gen DigitalGEN14,885,079 shares · 6.6% of their software · price −$124M$280M−$20.6M
- WEX Inc.WEX1,660,773 shares · 6.0% of their software · price +$6.7M$254M+$31.8M
- TrimbleTRMB2,771,604 shares · 4.3% of their software · price −$36.4M$181M−$4.8M
- SS&CSSNC1,722,525 shares · 2.7% of their software · price −$34.2M$116M−$224M
- TeradataTDC3,217,662 shares · 1.9% of their software · price −$15.5M$82.5M+$40.4M
- PegasystemsPEGA1,456,684 shares · 1.5% of their software · price −$25.0M$62.0M+$75.9M
- MagniteMGNI4,719,863 shares · 1.3% of their software · price −$20.5M$56.1M+$9.9M
- Adeia Inc.ADEA2,233,459 shares · 1.3% of their software · price +$15.1M$54.1M−$1.3M
- NICENICE464,452 shares · 1.2% of their software · price −$1.3M$51.2M−$690K
- LiveRamp Holdings, Inc.RAMP1,115,992 shares · 0.7% of their software · price −$3.2M$29.7M−$2.0M
- AdobeADBE119,486 shares · 0.7% of their software · price −$12.8M$29.0MNew · +$41.8M
- NCR Atleos CorporationNATL520,980 shares · 0.5% of their software · price +$2.8M$22.7MNew · +$19.9M
- Roper Technologies, Inc.ROP62,970 shares · 0.5% of their software · price −$5.7M$22.3M−$1.2M
- Euronet Worldwide, Inc.EEFT300,998 shares · 0.5% of their software · price −$2.9M$19.9M−$982K
- A10 Networks, Inc.ATEN815,790 shares · 0.4% of their software · price +$4.4M$19.0MFlat
- TwilioTWLO122,827 shares · 0.4% of their software · price −$2.0M$15.5M−$3.5M
- EVERTEC, Inc.EVTC479,898 shares · 0.3% of their software$13.5MFlat
- 8x8EGHT6,700,316 shares · 0.3% of their software$11.1M−$803K
- HubSpotHUBS42,505 shares · 0.2% of their software · price −$6.7M$10.4MNew · +$17.1M
- F5, Inc.FFIV27,382 shares · 0.2% of their software · price +$933K$7.9MNew · +$7.0M
- Fair IsaacFICO6,910 shares · 0.2% of their software · price −$4.3M$7.4MNew · +$11.7M
- DocuSignDOCU119,005 shares · 0.1% of their software · price −$2.5M$5.6MNew · +$8.1M
- MicrosoftMSFT9,340 shares · 0.1% of their software · price −$1.1M$5.1M+$1.5M
- RingCentralRNG85,880 shares · 0.1% of their software · price +$714K$3.2M−$517K
- SalesforceCRM16,490 shares · 0.1% of their software · price −$1.3M$3.1MFlat
- YextYEXT528,195 shares · 0.0% of their software · price −$2.2M$2.0MFlat
- OktaOKTA24,529 shares · 0.0% of their software$1.9M+$761K
- CommvaultCVLT15,568 shares · 0.0% of their software · price −$739K$1.2MNew · +$2.0M
- PhreesiaPHR123,913 shares · 0.0% of their software · price −$1.1M$1.0M−$781K
- ACI WorldwideACIW24,134 shares · 0.0% of their software$990KFlat
- Remitly Global, Inc.RELY59,888 shares · 0.0% of their software$938KNew · +$826K
- VTEXVTEX187,005 shares · 0.0% of their software$748KFlat
- OpenTextOTEX32,870 shares · 0.0% of their software$731K−$1.5M
- Consensus Cloud Solutions, Inc.CCSI19,895 shares · 0.0% of their software$472KFlat
- Ooma, Inc.OOMA19,453 shares · 0.0% of their software$283KFlat
- Kaltura, Inc.KLTR231,731 shares · 0.0% of their software$283KFlat
- Priority Technology Holdings, Inc.PRTH33,448 shares · 0.0% of their software$158KFlat