Generalist · Fort Mill, SC
LPl Financial
Q2 2025 · compared with Q1 2025
Filed as LPl Financial LLC
- Software
- $10.1B
- Weight of 13F
- 3.4%
- Names
- 196
- Net bought
- +$680M
Filed 12 August 2025 · SEC filing.
Call exposure on these names is $4.6M across 8 lines. Calls are not in the stock total.
5,295 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
- MicrosoftMSFT8,960,405 shares · 44.3% of their software · price +$1.1B$4.5B+$216M
- PalantirPLTR4,907,430 shares · 6.7% of their software · price +$255M$669M+$54.9M
- OracleORCL2,140,108 shares · 4.7% of their software · price +$169M$468M+$18.6M
- SalesforceCRM1,353,115 shares · 3.7% of their software · price +$5.9M$369M+$19.0M
- Palo Alto NetworksPANW1,660,275 shares · 3.4% of their software · price +$56.4M$340M+$23.4M
- CrowdStrikeCRWD643,028 shares · 3.3% of their software · price +$101M$328M+$32.3M
- ServiceNowNOW274,360 shares · 2.8% of their software · price +$63.6M$282M+$52.1M
- Strategy IncMSTR651,203 shares · 2.6% of their software · price +$75.5M$263M+$7.5M
- Uber Technologies, Inc.UBER2,704,442 shares · 2.5% of their software · price +$55.3M$252M+$36.1M
- Automatic Data Processing, Inc.ADP620,566 shares · 1.9% of their software · price +$1.8M$191M−$7.5M
- IntuitINTU223,705 shares · 1.8% of their software · price +$38.8M$176M+$20.5M
- AdobeADBE442,852 shares · 1.7% of their software · price +$1.5M$171M+$15.3M
- ShopifySHOP1,261,530 shares · 1.4% of their software · price +$25.1M$146M+$9.4M
- Fiserv, Inc.FISV716,280 shares · 1.2% of their software · price −$34.7M$123M+$28.0M
- Paychex, Inc.PAYX727,468 shares · 1.1% of their software · price −$6.4M$106M−$14.5M
- CadenceCDNS316,918 shares · 1.0% of their software · price +$17.1M$97.7M−$8.0M
- SynopsysSNPS179,286 shares · 0.9% of their software · price +$15.0M$91.9M+$1.1M
- AppLovinAPP243,302 shares · 0.8% of their software · price +$20.7M$85.2M+$22.5M
- BroadridgeBR309,068 shares · 0.7% of their software$75.1M+$1.4M
- CoreWeave, Inc.CRWV443,191 shares · 0.7% of their software · price +$55.8M$72.3M+$15.9M
- The Trade DeskTTD957,711 shares · 0.7% of their software · price +$16.5M$68.9M+$3.1M
- AutodeskADSK204,655 shares · 0.6% of their software · price +$9.8M$63.4M+$2.6M
- SnowflakeSNOW277,513 shares · 0.6% of their software · price +$21.5M$62.1M+$9.9M
- VeevaVEEV171,613 shares · 0.5% of their software · price +$9.7M$49.4M+$7.3M
- WorkdayWDAY201,434 shares · 0.5% of their software · price +$1.3M$48.3M+$3.0M
- FortinetFTNT433,627 shares · 0.5% of their software · price +$4.1M$45.8M+$5.1M
- Roper Technologies, Inc.ROP79,302 shares · 0.4% of their software · price −$1.8M$45.0M+$5.4M
- Check PointCHKP182,613 shares · 0.4% of their software · price −$1.2M$40.4MFlat
- FactSetFDS85,885 shares · 0.4% of their software · price −$632K$38.4M+$1.1M
- Block, Inc.XYZ554,870 shares · 0.4% of their software · price +$7.5M$37.7M+$719K
- SAPSAP123,761 shares · 0.4% of their software · price +$4.4M$37.6M+$2.2M
- CoStarCSGP459,963 shares · 0.4% of their software · price +$538K$37.0M+$1.1M
- VeriskVRSK116,426 shares · 0.4% of their software · price +$1.6M$36.3MFlat
- CloudflareNET178,009 shares · 0.3% of their software · price +$14.8M$34.9M+$4.1M
- ZscalerZS106,913 shares · 0.3% of their software · price +$12.4M$33.6M+$5.3M
- BILLBILL659,311 shares · 0.3% of their software$30.5M+$26.2M
- DatadogDDOG197,079 shares · 0.3% of their software · price +$6.9M$26.5M+$3.4M
- Fair IsaacFICO14,320 shares · 0.3% of their software$26.2M+$1.1M
- TwilioTWLO172,825 shares · 0.2% of their software · price +$4.6M$21.5M+$2.1M
- HubSpotHUBS36,410 shares · 0.2% of their software · price −$534K$20.3MFlat
- PaycomPAYC84,740 shares · 0.2% of their software · price +$1.1M$19.6M+$3.3M
- SoundHound AI, Inc.SOUN1,741,971 shares · 0.2% of their software · price +$4.5M$18.7M+$3.2M
- VeriSign, Inc.VRSN54,703 shares · 0.2% of their software · price +$1.9M$15.8MFlat
- Shift4 Payments, Inc.FOUR156,388 shares · 0.2% of their software · price +$2.7M$15.5M+$5.4M
- AtlassianTEAM75,499 shares · 0.2% of their software · price −$689K$15.3M+$1.9M
- Amdocs LimitedDOX164,686 shares · 0.1% of their software$15.0M+$3.2M
- GoDaddyGDDY78,355 shares · 0.1% of their software$14.1M−$979K
- DocuSignDOCU175,473 shares · 0.1% of their software · price −$616K$13.7M−$1.5M
- DynatraceDT231,860 shares · 0.1% of their software · price +$1.9M$12.8MFlat
- Rubrik, Inc.RBRK132,491 shares · 0.1% of their software · price +$3.8M$11.9M+$2.0M
- F5, Inc.FFIV39,317 shares · 0.1% of their software · price +$1.1M$11.6M+$2.7M
- NetApp, Inc.NTAP107,931 shares · 0.1% of their software · price +$2.0M$11.5M+$3.6M
- Tyler TechnologiesTYL18,735 shares · 0.1% of their software$11.1M+$1.1M
- OktaOKTA99,989 shares · 0.1% of their software · price −$525K$10.0M+$2.6M
- MongoDBMDB45,675 shares · 0.1% of their software · price +$1.6M$9.6MFlat
- GuidewireGWRE37,319 shares · 0.1% of their software · price +$1.8M$8.8MFlat
- SS&CSSNC105,614 shares · 0.1% of their software$8.7MFlat
- NutanixNTNX112,668 shares · 0.1% of their software · price +$747K$8.6M+$903K
- Bentley SystemsBSY150,949 shares · 0.1% of their software · price +$2.2M$8.1M−$1.2M
- ToastTOST183,243 shares · 0.1% of their software · price +$2.0M$8.1M+$1.6M
- ZoomZM100,017 shares · 0.1% of their software$7.8M+$696K
- Core Scientific, Inc.CORZ452,028 shares · 0.1% of their software · price +$4.4M$7.7MFlat
- SPS CommerceSPSC54,230 shares · 0.1% of their software$7.4M+$559K
- Manhattan AssociatesMANH37,342 shares · 0.1% of their software · price +$912K$7.4MFlat
- GitLabGTLB162,348 shares · 0.1% of their software$7.3M+$1.9M
- monday.comMNDY19,045 shares · 0.1% of their software · price +$1.4M$6.0M+$1.5M
- TrimbleTRMB74,597 shares · 0.1% of their software · price +$771K$5.7MFlat
- DoximityDOCS87,462 shares · 0.1% of their software$5.4M−$1.1M
- PAR Technology CorporationPAR77,142 shares · 0.1% of their software · price +$619K$5.4MFlat
- NICENICE30,024 shares · 0.1% of their software$5.1M+$1.6M
- SamsaraIOT126,521 shares · 0.1% of their software$5.0MFlat
- C3.aiAI203,511 shares · 0.0% of their software · price +$716K$5.0M+$619K
- WEX Inc.WEX30,044 shares · 0.0% of their software$4.4MFlat
- PTCPTC25,465 shares · 0.0% of their software$4.4M+$1.3M
- PaylocityPCTY24,101 shares · 0.0% of their software$4.4MFlat
- InterDigital, Inc.IDCC18,725 shares · 0.0% of their software$4.2M+$926K
- StoneCo Ltd.STNE260,915 shares · 0.0% of their software · price +$1.5M$4.2M+$2.0M
- Corpay, Inc.CPAY12,450 shares · 0.0% of their software$4.1M+$564K
- Gen DigitalGEN135,866 shares · 0.0% of their software$4.0MFlat
- Dave Inc.DAVE14,542 shares · 0.0% of their software · price +$2.7M$3.9MNew · +$1.2M
- GigaCloud Technology Inc.GCT192,544 shares · 0.0% of their software · price +$1.1M$3.8MFlat
- Aeva Technologies, Inc.AEVA100,199 shares · 0.0% of their software · price +$3.1M$3.8MFlat
- AkamaiAKAM42,633 shares · 0.0% of their software$3.4MFlat
- ProgressPRGS52,014 shares · 0.0% of their software · price +$641K$3.3MFlat
- NextNav Inc.NN212,221 shares · 0.0% of their software · price +$643K$3.2MFlat
- QualysQLYS21,773 shares · 0.0% of their software$3.1M−$1.9M
- Zeta GlobalZETA199,743 shares · 0.0% of their software$3.1MFlat
- DuolingoDUOL7,526 shares · 0.0% of their software · price +$749K$3.1M+$515K
- Lyft, Inc.LYFT187,888 shares · 0.0% of their software · price +$731K$3.0MFlat
- UiPathPATH230,398 shares · 0.0% of their software · price +$576K$2.9MFlat
- Clearwater AnalyticsCWAN133,879 shares · 0.0% of their software$2.9M—
- AppFolioAPPF11,662 shares · 0.0% of their software$2.7MFlat
- MagniteMGNI106,547 shares · 0.0% of their software · price +$1.4M$2.6MFlat
- Sportradar Group AGSRAD90,224 shares · 0.0% of their software · price +$583K$2.5M+$935K
- CommvaultCVLT13,790 shares · 0.0% of their software$2.4MFlat
- Q2QTWO25,339 shares · 0.0% of their software$2.4MFlat
- DescartesDSGX23,098 shares · 0.0% of their software$2.3MFlat
- A10 Networks, Inc.ATEN119,215 shares · 0.0% of their software$2.3M+$1.7M
- ProcorePCOR32,215 shares · 0.0% of their software$2.2MFlat
- SentinelOneS118,602 shares · 0.0% of their software$2.2MFlat
- AlkamiALKT67,979 shares · 0.0% of their software$2.0M+$572K
- MorningstarMORN6,315 shares · 0.0% of their software$2.0MFlat
- ACI WorldwideACIW42,360 shares · 0.0% of their software$1.9MFlat
- ePlus inc.PLUS26,476 shares · 0.0% of their software$1.9MFlat
- ElasticESTC21,763 shares · 0.0% of their software$1.8MFlat
- International Money Express, Inc.IMXI179,596 shares · 0.0% of their software$1.8MFlat
- Euronet Worldwide, Inc.EEFT17,165 shares · 0.0% of their software$1.7MFlat
- ServiceTitanTTAN15,968 shares · 0.0% of their software$1.7MNew · +$1.5M
- Intapp, Inc.INTA32,385 shares · 0.0% of their software$1.7M+$686K
- TeradataTDC72,944 shares · 0.0% of their software$1.6MFlat
- Airship AI Holdings, Inc.AISP275,271 shares · 0.0% of their software · price +$559K$1.6MNew · +$1.1M
- PegasystemsPEGA28,312 shares · 0.0% of their software$1.5M+$993K
- JFrogFROG34,872 shares · 0.0% of their software$1.5MFlat
- UnityU62,289 shares · 0.0% of their software$1.5MFlat
- WixWIX9,477 shares · 0.0% of their software$1.5MFlat
- Grab Holdings LimitedGRAB296,285 shares · 0.0% of their software$1.5MFlat
- CertaraCERT123,118 shares · 0.0% of their software$1.4MFlat
- DropboxDBX48,940 shares · 0.0% of their software$1.4MFlat
- RingCentralRNG48,056 shares · 0.0% of their software$1.4MFlat
- CCC Intelligent Solutions Holdings Inc.CCC142,584 shares · 0.0% of their software$1.3MFlat
- VertexVERX36,459 shares · 0.0% of their software$1.3MFlat
- Agilysys, Inc.AGYS11,221 shares · 0.0% of their software$1.3MFlat
- nCinoNCNO44,042 shares · 0.0% of their software$1.2MFlat
- WorkivaWK17,935 shares · 0.0% of their software$1.2MFlat
- Cellebrite DI Ltd.CLBT74,490 shares · 0.0% of their software$1.2MFlat
- DoubleVerifyDV75,842 shares · 0.0% of their software$1.1MFlat
- Upbound Group, Inc.UPBD42,795 shares · 0.0% of their software$1.1MFlat
- FreshworksFRSH71,216 shares · 0.0% of their software$1.1MFlat
- BlackbaudBLKB16,414 shares · 0.0% of their software$1.1MFlat
- SchrödingerSDGR50,845 shares · 0.0% of their software$1.0MFlat
- EVERTEC, Inc.EVTC28,084 shares · 0.0% of their software$1.0MFlat
- Research Solutions, Inc.RSSS343,309 shares · 0.0% of their software$985KFlat
- BlackBerry LimitedBB192,530 shares · 0.0% of their software$882KFlat
- VaronisVRNS17,337 shares · 0.0% of their software$880KFlat
- Life360, Inc.LIF12,948 shares · 0.0% of their software$845KNew · Flat
- Clear Secure, Inc.YOU30,050 shares · 0.0% of their software$834KFlat
- DigitalOceanDOCN29,014 shares · 0.0% of their software$829KFlat
- Bandwidth Inc.BAND45,133 shares · 0.0% of their software$718KFlat
- BlackLineBL12,535 shares · 0.0% of their software$710KFlat
- PagerDutyPD45,334 shares · 0.0% of their software$693KFlat
- BoxBOX20,011 shares · 0.0% of their software$684KFlat
- NCR Atleos CorporationNATL23,202 shares · 0.0% of their software$662KFlat
- LiveRamp Holdings, Inc.RAMP19,450 shares · 0.0% of their software$643KFlat
- AsanaASAN46,691 shares · 0.0% of their software$630KFlat
- OpenTextOTEX20,458 shares · 0.0% of their software$597KFlat
- PhreesiaPHR20,714 shares · 0.0% of their software$590KFlat
- Five9FIVN21,589 shares · 0.0% of their software$572KFlat
- WaystarWAY13,249 shares · 0.0% of their software$541KNew · Flat
- Calix, Inc.CALX9,353 shares · 0.0% of their software$497KFlat
- Kingsoft Cloud Holdings LimitedKC38,962 shares · 0.0% of their software$488KFlat
- SailPointSAIL20,946 shares · 0.0% of their software$479KFlat
- Alarm.com Holdings, Inc.ALRM8,073 shares · 0.0% of their software$457KFlat
- Cerence Inc.CRNC42,867 shares · 0.0% of their software$438KFlat
- Donnelley Financial Solutions, Inc.DFIN7,008 shares · 0.0% of their software$432KNew · Flat
- FastlyFSLY58,870 shares · 0.0% of their software$416KFlat
- FlywireFLYW34,432 shares · 0.0% of their software$403KFlat
- Mitek Systems, Inc.MITK40,538 shares · 0.0% of their software$401KFlat
- Global-EGLBE11,837 shares · 0.0% of their software$397K−$1.0M
- Remitly Global, Inc.RELY20,834 shares · 0.0% of their software$391KFlat
- Arqit Quantum Inc.ARQQ10,194 shares · 0.0% of their software$377KNew · Flat
- Palladyne AI Corp.PDYN38,731 shares · 0.0% of their software$335KFlat
- Materialise NVMTLS58,259 shares · 0.0% of their software$329KFlat
- Priority Technology Holdings, Inc.PRTH42,250 shares · 0.0% of their software$329KFlat
- AvePointAVPT16,052 shares · 0.0% of their software$310KFlat
- AppianAPPN10,090 shares · 0.0% of their software$301KFlat
- Digital TurbineAPPS49,242 shares · 0.0% of their software$291K−$620K
- Asure Software, Inc.ASUR28,621 shares · 0.0% of their software$279KFlat
- Allot Ltd.ALLT32,541 shares · 0.0% of their software$278KFlat
- BrazeBRZE9,784 shares · 0.0% of their software$275KFlat
- PowerFleet, Inc.AIOT62,539 shares · 0.0% of their software$270KFlat
- Payoneer Global Inc.PAYO37,024 shares · 0.0% of their software$254KFlat
- i3 Verticals, Inc.IIIV9,214 shares · 0.0% of their software$253KNew · Flat
- KlaviyoKVYO7,231 shares · 0.0% of their software$243KNew · Flat
- Simulations PlusSLP13,259 shares · 0.0% of their software$231KFlat
- Chime Financial, Inc.CHYM6,653 shares · 0.0% of their software$230KNew · Flat
- 8x8EGHT113,264 shares · 0.0% of their software$222K—
- Gorilla Technology Group Inc.GRRR11,123 shares · 0.0% of their software$221KFlat
- OneSpan Inc.OSPN12,268 shares · 0.0% of their software$205KFlat
- Commerce.com, Inc.CMRC40,094 shares · 0.0% of their software$200KFlat
- Immersion CorporationIMMR24,406 shares · 0.0% of their software$192KFlat
- WeRide Inc.WRD24,127 shares · 0.0% of their software$190KFlat
- Sabre CorporationSABR58,502 shares · 0.0% of their software$185KFlat
- PagSeguro Digital Ltd.PAGS18,023 shares · 0.0% of their software$174KFlat
- ZoomInfoZI15,781 shares · 0.0% of their software$160K—
- Alight, Inc.ALIT27,602 shares · 0.0% of their software$156KFlat
- Duos Technologies Group, Inc.DUOT21,050 shares · 0.0% of their software$151KFlat
- CourseraCOUR16,287 shares · 0.0% of their software$143KFlat
- BackblazeBLZE12,106 shares · 0.0% of their software$67KNew · Flat
- Ribbon Communications Inc.RBBN11,041 shares · 0.0% of their software$44KNew · Flat
- DHI Group, Inc.DHX14,605 shares · 0.0% of their software$43KFlat
- Rezolve AI PLCRZLV13,500 shares · 0.0% of their software$42KNew · Flat
- Definitive HealthcareDH10,251 shares · 0.0% of their software$40KNew · Flat
- ZenaTech, Inc.ZENA10,166 shares · 0.0% of their software$37KNew · Flat
- Veritone, Inc.VERI16,866 shares · 0.0% of their software$21KFlat
- SmartRent, Inc.SMRT14,000 shares · 0.0% of their software$14KNew · Flat
- Rekor Systems, Inc.REKR11,080 shares · 0.0% of their software$13KFlat