Generalist · Fort Mill, SC
LPl Financial LLC
- Software
- $8.1B
- Weight of 13F
- 2.0%
- Names
- 111
- Vs prior quarter
- +$761M
Filed 7 August 2026.
6,201 positions in the whole 13F.
Software held
- MicrosoftMSFT10,760,740 shares · 49.5% of their software$4.0B+$187M
- PalantirPLTR5,004,376 shares · 7.2% of their software$584M−$164M
- Palo Alto NetworksPANW1,707,431 shares · 7.2% of their software$582M+$302M
- CrowdStrikeCRWD739,882 shares · 7.0% of their software$565M+$291M
- OracleORCL2,696,093 shares · 4.9% of their software$394M+$9.4M
- ServiceNowNOW2,087,834 shares · 2.6% of their software$207M−$6.4M
- SalesforceCRM1,227,518 shares · 2.4% of their software$192M−$55.9M
- ShopifySHOP1,658,508 shares · 2.3% of their software$189M+$15.5M
- CadenceCDNS344,314 shares · 1.6% of their software$129M+$34.6M
- AppLovinAPP250,284 shares · 1.6% of their software$129M+$27.2M
- SnowflakeSNOW481,353 shares · 1.5% of their software$123M+$53.1M
- AdobeADBE499,525 shares · 1.3% of their software$102M−$2.4M