Generalist · Fort Mill, SC
LPl Financial
Q1 2025 · compared with Q4 2024
Filed as LPl Financial LLC
- Software
- $7.2B
- Weight of 13F
- 2.8%
- Names
- 184
- Net bought
- +$534M
Filed 7 May 2025 · SEC filing.
Call exposure on these names is $2.8M across 7 lines. Calls are not in the stock total.
5,117 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 2026224 names · $22.8M in calls, not in the total$9.1B+$239M
- Q1 2026210 names · $12.3M in calls, not in the total$8.2B+$260M
- Q4 2025208 names · $12.8M in calls, not in the total$10.3B+$1.7B
- Q3 2025213 names · $11.2M in calls, not in the total$11.0B+$526M
- Q2 2025196 names · $4.6M in calls, not in the total$10.1B+$680M
- Q1 2025184 names · $2.8M in calls, not in the total$7.2B+$534M
- Q4 2024182 names · $3.5M in calls, not in the total$7.4B+$885M
- Q3 2024168 names · $577K in calls, not in the total$6.3B+$1.0B
- Q2 2024166 names · $1.2M in calls, not in the total$5.9B+$406M
- Q1 2024161 names · $2.7M in calls, not in the total$5.3B+$300M
- Q4 2023159 names · $957K in calls, not in the total$4.5B+$278M
- Q3 2023154 names · $1.2M in calls, not in the total$3.5B+$366M
- Q2 2023142 names · $2.6M in calls, not in the total$3.4B+$151M
- Q1 2023138 names · $1.5M in calls, not in the total$2.7B+$117M
- Q4 2022135 names · $1.4M in calls, not in the total$2.2B+$20.3M
- Q3 2022126 names · $1.4M in calls, not in the total$2.1B+$155M
- Q2 2022123 names · $2.5M in calls, not in the total$2.2B+$658M
- Q1 2022123 names$2.7B−$6.4M
- Q4 2021141 names$3.1B+$118M
- Q3 2021141 names · $564K in calls, not in the total$2.8B+$203M
- Q2 2021127 names · $1.8M in calls, not in the total$2.6B+$537M
- Q1 2021119 names$2.1B+$107M
- Q4 2020118 names$2.0B+$261M
- Q3 2020103 names$1.5B+$109M
- Q2 202092 names$1.3B+$87.0M
- Q1 202079 names$833M+$84.5M
- Q4 201983 names$782M+$61.9M
- Q3 201981 names$640M+$8.5M
- Q2 201978 names$637M+$38.4M
- Q1 201973 names$549M+$38.6M
- Q4 201867 names$416M+$35.5M
- Q3 201871 names$449M+$42.6M
- Q2 201864 names$343M+$14.5M
- Q1 201859 names$301M+$26.9M
- Q4 201754 names$255M+$10.3M
- Q3 201753 names$221M+$25.5M
- Q2 201745 names$182M+$108M
- Q1 201737 names$63.0M+$1.1M
- Q4 201635 names$57.0M+$1.6M
- Q3 201631 names$54.3M+$2.0M
- Q2 201632 names$48.2M—
What moved the book
The five software lines with the largest share change this quarter.
Software held
- MicrosoftMSFT8,384,908 shares · 43.8% of their software · price −$387M$3.1B+$190M
- PalantirPLTR4,257,390 shares · 5.0% of their software · price +$37.3M$359M+$51.2M
- SalesforceCRM1,282,293 shares · 4.8% of their software · price −$84.6M$344M+$71.9M
- OracleORCL2,007,023 shares · 3.9% of their software · price −$53.8M$281M+$28.0M
- Palo Alto NetworksPANW1,523,018 shares · 3.6% of their software · price −$17.2M$259M+$3.8M
- Automatic Data Processing, Inc.ADP645,214 shares · 2.7% of their software · price +$8.3M$197M+$12.9M
- CrowdStrikeCRWD551,390 shares · 2.7% of their software · price +$5.7M$194M+$32.4M
- Strategy IncMSTR625,159 shares · 2.5% of their software · price −$844K$180M+$30.0M
- ServiceNowNOW208,923 shares · 2.3% of their software · price −$55.2M$166M+$12.8M
- Uber Technologies, Inc.UBER2,209,050 shares · 2.2% of their software · price +$27.7M$161M+$14.9M
- AdobeADBE402,934 shares · 2.1% of their software · price −$24.6M$154M−$18.7M
- Fiserv, Inc.FISV589,418 shares · 1.8% of their software · price +$9.1M$130M+$17.4M
- Paychex, Inc.PAYX821,358 shares · 1.8% of their software · price +$11.5M$127M+$3.6M
- IntuitINTU190,389 shares · 1.6% of their software · price −$2.8M$116M−$8.4M
- ShopifySHOP1,162,830 shares · 1.5% of their software · price −$12.6M$111M+$7.9M
- CadenceCDNS348,303 shares · 1.2% of their software · price −$16.1M$88.6M+$6.6M
- SynopsysSNPS176,628 shares · 1.0% of their software · price −$10.0M$75.3M+$22.6M
- BroadridgeBR303,204 shares · 1.0% of their software · price +$5.0M$73.5M+$5.4M
- AutodeskADSK194,764 shares · 0.7% of their software · price −$6.6M$51.0MFlat
- The Trade DeskTTD900,457 shares · 0.7% of their software · price −$56.6M$49.3M+$13.6M
- WorkdayWDAY188,665 shares · 0.6% of their software · price −$4.6M$43.7M+$5.0M
- AppLovinAPP158,480 shares · 0.6% of their software · price −$9.3M$42.0M−$16.9M
- Roper Technologies, Inc.ROP70,204 shares · 0.6% of their software · price +$4.9M$41.4MFlat
- Check PointCHKP180,629 shares · 0.6% of their software · price +$7.4M$41.2M+$2.9M
- FactSetFDS83,515 shares · 0.5% of their software · price −$2.1M$38.0M+$3.6M
- FortinetFTNT380,157 shares · 0.5% of their software · price +$677K$36.6M+$9.4M
- CoStarCSGP446,550 shares · 0.5% of their software · price +$3.4M$35.4M+$987K
- VeriskVRSK116,032 shares · 0.5% of their software · price +$2.6M$34.5M+$2.2M
- VeevaVEEV140,286 shares · 0.5% of their software · price +$3.0M$32.5M+$1.9M
- SAPSAP115,550 shares · 0.4% of their software · price +$2.6M$31.0M−$888K
- SnowflakeSNOW210,033 shares · 0.4% of their software · price −$1.7M$30.7M+$5.2M
- Block, Inc.XYZ541,635 shares · 0.4% of their software · price −$16.6M$29.4M−$2.5M
- Fair IsaacFICO13,723 shares · 0.4% of their software · price −$2.0M$25.3M−$19.8M
- HubSpotHUBS36,676 shares · 0.3% of their software · price −$4.6M$21.0M+$3.4M
- DatadogDDOG162,562 shares · 0.2% of their software · price −$7.1M$16.1M+$1.5M
- CloudflareNET141,740 shares · 0.2% of their software · price +$710K$16.0M+$2.1M
- ZscalerZS80,375 shares · 0.2% of their software · price +$1.4M$15.9M+$1.4M
- DocuSignDOCU193,293 shares · 0.2% of their software · price −$1.7M$15.7M−$1.5M
- PaycomPAYC69,509 shares · 0.2% of their software · price +$939K$15.2M+$3.4M
- GoDaddyGDDY83,789 shares · 0.2% of their software · price −$1.4M$15.1M+$3.5M
- TwilioTWLO151,528 shares · 0.2% of their software · price −$1.5M$14.8M+$526K
- AtlassianTEAM66,397 shares · 0.2% of their software · price −$2.1M$14.1M+$3.6M
- VeriSign, Inc.VRSN53,194 shares · 0.2% of their software · price +$2.5M$13.5M+$1.2M
- Amdocs LimitedDOX129,414 shares · 0.2% of their software · price +$823K$11.8M+$545K
- SoundHound AI, Inc.SOUN1,346,805 shares · 0.2% of their software · price −$15.8M$10.9M+$1.9M
- DynatraceDT222,688 shares · 0.1% of their software · price −$1.6M$10.3M+$1.0M
- Tyler TechnologiesTYL16,787 shares · 0.1% of their software$9.8M+$2.0M
- SS&CSSNC102,246 shares · 0.1% of their software · price +$792K$8.5M+$1.2M
- MongoDBMDB47,830 shares · 0.1% of their software · price −$2.7M$8.4M+$2.6M
- OktaOKTA74,974 shares · 0.1% of their software · price +$2.0M$7.9M+$1.4M
- F5, Inc.FFIV29,328 shares · 0.1% of their software$7.8M+$2.3M
- Shift4 Payments, Inc.FOUR89,801 shares · 0.1% of their software · price −$2.0M$7.3M−$1.2M
- Bentley SystemsBSY180,376 shares · 0.1% of their software · price −$1.3M$7.1M−$7.0M
- NutanixNTNX99,735 shares · 0.1% of their software · price +$861K$7.0M+$1.7M
- ZoomZM90,584 shares · 0.1% of their software · price −$710K$6.7MFlat
- GuidewireGWRE35,146 shares · 0.1% of their software · price +$660K$6.6M−$2.6M
- SPS CommerceSPSC50,015 shares · 0.1% of their software · price −$2.6M$6.5M+$636K
- DoximityDOCS107,225 shares · 0.1% of their software$6.2M+$1.7M
- Manhattan AssociatesMANH36,983 shares · 0.1% of their software · price −$3.6M$6.1M−$698K
- Rubrik, Inc.RBRK99,814 shares · 0.1% of their software$6.1MFlat
- NetApp, Inc.NTAP66,668 shares · 0.1% of their software · price −$1.9M$5.9M−$3.0M
- GitLabGTLB122,809 shares · 0.1% of their software · price −$1.1M$5.8M+$4.9M
- PAR Technology CorporationPAR83,099 shares · 0.1% of their software · price −$942K$5.1MFlat
- SamsaraIOT124,448 shares · 0.1% of their software · price −$667K$4.8MFlat
- QualysQLYS36,751 shares · 0.1% of their software · price −$525K$4.6MFlat
- TrimbleTRMB68,929 shares · 0.1% of their software$4.5M+$1.7M
- ToastTOST135,044 shares · 0.1% of their software$4.5M+$621K
- WEX Inc.WEX30,667 shares · 0.1% of their software · price −$561K$4.2MFlat
- PaylocityPCTY23,140 shares · 0.1% of their software$4.2M+$804K
- BILLBILL87,491 shares · 0.1% of their software · price −$3.4M$4.0M+$1.9M
- AkamaiAKAM48,782 shares · 0.1% of their software · price −$739K$3.9MFlat
- Gen DigitalGEN143,150 shares · 0.1% of their software$3.8M+$776K
- Corpay, Inc.CPAY10,833 shares · 0.1% of their software$3.8MFlat
- C3.aiAI174,105 shares · 0.1% of their software · price −$2.3M$3.7M+$1.2M
- Core Scientific, Inc.CORZ437,463 shares · 0.0% of their software · price −$3.0M$3.2MFlat
- monday.comMNDY12,878 shares · 0.0% of their software$3.1M−$1.1M
- NICENICE19,618 shares · 0.0% of their software$3.0M−$1.3M
- InterDigital, Inc.IDCC14,245 shares · 0.0% of their software$2.9M+$1.2M
- Clearwater AnalyticsCWAN115,179 shares · 0.0% of their software$2.9M—
- International Money Express, Inc.IMXI218,413 shares · 0.0% of their software · price −$1.8M$2.8MFlat
- PTCPTC17,154 shares · 0.0% of their software$2.7MFlat
- Lyft, Inc.LYFT221,052 shares · 0.0% of their software$2.6M+$1.4M
- CommvaultCVLT16,345 shares · 0.0% of their software$2.6MFlat
- ProgressPRGS48,112 shares · 0.0% of their software · price −$656K$2.5M+$2.9M
- SentinelOneS130,558 shares · 0.0% of their software · price −$525K$2.4MFlat
- GigaCloud Technology Inc.GCT164,605 shares · 0.0% of their software · price −$711K$2.3M+$743K
- DescartesDSGX23,021 shares · 0.0% of their software$2.3MFlat
- Zeta GlobalZETA169,764 shares · 0.0% of their software · price −$752K$2.3MFlat
- AppFolioAPPF10,279 shares · 0.0% of their software$2.2M+$1.4M
- UiPathPATH205,071 shares · 0.0% of their software$2.1MFlat
- NextNav Inc.NN171,821 shares · 0.0% of their software · price −$582K$2.1MFlat
- ACI WorldwideACIW38,076 shares · 0.0% of their software$2.1MFlat
- Q2QTWO25,933 shares · 0.0% of their software · price −$535K$2.1MFlat
- ElasticESTC22,413 shares · 0.0% of their software$2.0MFlat
- DuolingoDUOL5,868 shares · 0.0% of their software$1.8M+$541K
- ProcorePCOR27,142 shares · 0.0% of their software$1.8MFlat
- MorningstarMORN5,836 shares · 0.0% of their software$1.8MFlat
- Euronet Worldwide, Inc.EEFT15,040 shares · 0.0% of their software$1.6MFlat
- TeradataTDC70,540 shares · 0.0% of their software · price −$612K$1.6MFlat
- ePlus inc.PLUS26,050 shares · 0.0% of their software$1.5MFlat
- Global-EGLBE40,917 shares · 0.0% of their software · price −$773K$1.5M−$557K
- MagniteMGNI122,352 shares · 0.0% of their software · price −$552K$1.4MFlat
- WixWIX8,525 shares · 0.0% of their software$1.4MFlat
- UnityU64,690 shares · 0.0% of their software$1.3MFlat
- Cellebrite DI Ltd.CLBT65,123 shares · 0.0% of their software$1.3MFlat
- Grab Holdings LimitedGRAB278,922 shares · 0.0% of their software$1.3M+$757K
- WorkivaWK16,394 shares · 0.0% of their software · price −$551K$1.2MFlat
- Intapp, Inc.INTA20,640 shares · 0.0% of their software$1.2MFlat
- nCinoNCNO43,447 shares · 0.0% of their software$1.2MFlat
- VertexVERX33,694 shares · 0.0% of their software · price −$618K$1.2MFlat
- RingCentralRNG47,316 shares · 0.0% of their software$1.2M−$739K
- CertaraCERT117,834 shares · 0.0% of their software$1.1MFlat
- DoubleVerifyDV81,498 shares · 0.0% of their software$1.1M+$968K
- CCC Intelligent Solutions Holdings Inc.CCC119,664 shares · 0.0% of their software$1.1MFlat
- AlkamiALKT46,182 shares · 0.0% of their software$1.1MFlat
- JFrogFROG32,391 shares · 0.0% of their software$1.0MFlat
- Sportradar Group AGSRAD46,968 shares · 0.0% of their software$1.0MFlat
- PegasystemsPEGA14,028 shares · 0.0% of their software$975KFlat
- BlackbaudBLKB15,462 shares · 0.0% of their software$959KFlat
- EVERTEC, Inc.EVTC25,780 shares · 0.0% of their software$948KFlat
- Research Solutions, Inc.RSSS360,559 shares · 0.0% of their software · price −$559K$937KFlat
- PagerDutyPD49,897 shares · 0.0% of their software$912KFlat
- FreshworksFRSH63,419 shares · 0.0% of their software$895KFlat
- DropboxDBX33,173 shares · 0.0% of their software$886KFlat
- SchrödingerSDGR40,718 shares · 0.0% of their software$804KFlat
- Agilysys, Inc.AGYS10,962 shares · 0.0% of their software · price −$649K$795KFlat
- DigitalOceanDOCN22,814 shares · 0.0% of their software$762KFlat
- BlackLineBL15,731 shares · 0.0% of their software$762KFlat
- Digital TurbineAPPS277,018 shares · 0.0% of their software$752KFlat
- Aeva Technologies, Inc.AEVA104,409 shares · 0.0% of their software$731KFlat
- StoneCo Ltd.STNE67,150 shares · 0.0% of their software$704KFlat
- Clear Secure, Inc.YOU26,742 shares · 0.0% of their software$693KFlat
- AsanaASAN46,907 shares · 0.0% of their software$683KFlat
- VaronisVRNS16,874 shares · 0.0% of their software$683KFlat
- Upbound Group, Inc.UPBD26,285 shares · 0.0% of their software$630KFlat
- BlackBerry LimitedBB157,741 shares · 0.0% of their software$595KFlat
- BoxBOX19,154 shares · 0.0% of their software$591KFlat
- Bandwidth Inc.BAND44,894 shares · 0.0% of their software$588KFlat
- 8x8EGHT282,960 shares · 0.0% of their software$566K—
- NCR Atleos CorporationNATL21,288 shares · 0.0% of their software$562KFlat
- CoreWeave, Inc.CRWV15,050 shares · 0.0% of their software$558KNew · +$558K
- WeRide Inc.WRD37,053 shares · 0.0% of their software$503KNew · +$525K
- Cerence Inc.CRNC58,819 shares · 0.0% of their software$465KFlat
- LiveRamp Holdings, Inc.RAMP17,582 shares · 0.0% of their software$460KFlat
- Alarm.com Holdings, Inc.ALRM8,060 shares · 0.0% of their software$449KFlat
- Five9FIVN16,128 shares · 0.0% of their software$438KFlat
- Remitly Global, Inc.RELY20,340 shares · 0.0% of their software$423KFlat
- OpenTextOTEX15,660 shares · 0.0% of their software$396KFlat
- Endava plcDAVA18,938 shares · 0.0% of their software$369KFlat
- Calix, Inc.CALX10,219 shares · 0.0% of their software$362KFlat
- FastlyFSLY55,460 shares · 0.0% of their software$351KFlat
- PowerFleet, Inc.AIOT62,148 shares · 0.0% of their software$341KFlat
- Gorilla Technology Group Inc.GRRR11,450 shares · 0.0% of their software$339KNew · Flat
- Priority Technology Holdings, Inc.PRTH45,963 shares · 0.0% of their software$313KFlat
- Simulations PlusSLP11,924 shares · 0.0% of their software$292KFlat
- A10 Networks, Inc.ATEN17,429 shares · 0.0% of their software$285KNew · Flat
- AppianAPPN9,488 shares · 0.0% of their software$273KFlat
- Asure Software, Inc.ASUR27,621 shares · 0.0% of their software$264KFlat
- Payoneer Global Inc.PAYO35,941 shares · 0.0% of their software$263KFlat
- OneSpan Inc.OSPN16,391 shares · 0.0% of their software$250KFlat
- Mitek Systems, Inc.MITK29,972 shares · 0.0% of their software$247KFlat
- BrazeBRZE6,077 shares · 0.0% of their software$219KNew · Flat
- Kingsoft Cloud Holdings LimitedKC15,046 shares · 0.0% of their software$216KNew · Flat
- PhreesiaPHR8,326 shares · 0.0% of their software$213KFlat
- SailPointSAIL10,851 shares · 0.0% of their software$203KNew · Flat
- Commerce.com, Inc.CMRC34,437 shares · 0.0% of their software$198KFlat
- ZoomInfoZI19,267 shares · 0.0% of their software$193KNew
- AvePointAVPT12,741 shares · 0.0% of their software$184KFlat
- Rekor Systems, Inc.REKR204,610 shares · 0.0% of their software$181KFlat
- Alight, Inc.ALIT28,733 shares · 0.0% of their software$170KFlat
- SimilarwebSMWB20,591 shares · 0.0% of their software$170KNew · Flat
- Materialise NVMTLS32,493 shares · 0.0% of their software$160KFlat
- Palladyne AI Corp.PDYN26,520 shares · 0.0% of their software$156KNew · Flat
- Sabre CorporationSABR54,543 shares · 0.0% of their software$153KFlat
- FlywireFLYW15,848 shares · 0.0% of their software$151KFlat
- PagSeguro Digital Ltd.PAGS17,970 shares · 0.0% of their software$137KFlat
- Duos Technologies Group, Inc.DUOT20,800 shares · 0.0% of their software$117KFlat
- CourseraCOUR16,316 shares · 0.0% of their software$109KFlat
- Allot Ltd.ALLT18,710 shares · 0.0% of their software$107KFlat
- Xperi Inc.XPER13,686 shares · 0.0% of their software$106KFlat
- Immersion CorporationIMMR12,222 shares · 0.0% of their software$93KFlat
- Alarum Technologies Ltd.ALAR12,494 shares · 0.0% of their software$78KNew · Flat
- Veritone, Inc.VERI15,494 shares · 0.0% of their software$36KFlat
- DHI Group, Inc.DHX14,605 shares · 0.0% of their software$20KFlat