Generalist · Fort Mill, SC
LPl Financial
Q3 2025 · compared with Q2 2025
Filed as LPl Financial LLC
- Software
- $11.0B
- Weight of 13F
- 3.2%
- Names
- 213
- Net bought
- +$526M
Filed 12 November 2025 · SEC filing.
Call exposure on these names is $11.2M across 13 lines. Calls are not in the stock total.
5,484 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
- MicrosoftMSFT9,505,943 shares · 44.8% of their software · price +$195M$4.9B+$271M
- PalantirPLTR5,040,999 shares · 8.4% of their software · price +$232M$920M+$18.2M
- OracleORCL2,255,380 shares · 5.8% of their software · price +$141M$634M+$25.2M
- Palo Alto NetworksPANW1,848,984 shares · 3.4% of their software · price −$1.9M$376M+$38.6M
- SalesforceCRM1,382,642 shares · 3.0% of their software · price −$49.3M$328M+$8.1M
- CrowdStrikeCRWD629,525 shares · 2.8% of their software · price −$11.9M$309M−$6.9M
- Uber Technologies, Inc.UBER3,083,974 shares · 2.8% of their software · price +$14.4M$302M+$35.4M
- ServiceNowNOW323,348 shares · 2.7% of their software · price −$34.9M$298M+$50.4M
- Strategy IncMSTR643,558 shares · 1.9% of their software · price −$52.8M$207M−$3.1M
- ShopifySHOP1,332,140 shares · 1.8% of their software · price +$44.3M$198M+$8.1M
- AppLovinAPP266,853 shares · 1.7% of their software · price +$98.3M$192M+$8.2M
- Automatic Data Processing, Inc.ADP647,291 shares · 1.7% of their software · price −$9.6M$190M+$8.2M
- IntuitINTU242,812 shares · 1.5% of their software · price −$25.4M$166M+$15.0M
- AdobeADBE450,678 shares · 1.4% of their software · price −$15.4M$159M+$3.0M
- CadenceCDNS324,149 shares · 1.0% of their software · price +$14.0M$114M+$2.2M
- Paychex, Inc.PAYX764,739 shares · 0.9% of their software · price −$14.3M$96.9M+$5.4M
- SynopsysSNPS181,929 shares · 0.8% of their software · price −$3.5M$89.8M+$1.4M
- CoreWeave, Inc.CRWV609,986 shares · 0.8% of their software · price −$16.0M$83.5M+$27.2M
- SnowflakeSNOW368,684 shares · 0.8% of their software · price +$656K$83.2M+$20.4M
- Fiserv, Inc.FISV635,539 shares · 0.7% of their software · price −$27.6M$81.9M−$13.9M
- BroadridgeBR320,998 shares · 0.7% of their software · price −$1.6M$76.5M+$2.9M
- AutodeskADSK209,738 shares · 0.6% of their software · price +$1.7M$66.6M+$1.6M
- VeevaVEEV181,713 shares · 0.5% of their software · price +$1.8M$54.1M+$2.9M
- The Trade DeskTTD898,731 shares · 0.4% of their software · price −$20.7M$44.0M−$4.2M
- CloudflareNET202,777 shares · 0.4% of their software · price +$3.8M$43.5M+$4.9M
- FortinetFTNT511,777 shares · 0.4% of their software · price −$11.1M$43.0M+$8.3M
- Check PointCHKP190,753 shares · 0.4% of their software · price −$2.7M$39.5M+$1.8M
- Block, Inc.XYZ522,844 shares · 0.3% of their software · price +$2.3M$37.8M−$2.2M
- Roper Technologies, Inc.ROP73,594 shares · 0.3% of their software · price −$5.0M$36.7M−$3.2M
- BILLBILL663,435 shares · 0.3% of their software · price +$4.5M$35.1MFlat
- SAPSAP128,295 shares · 0.3% of their software · price −$4.7M$34.3M+$1.4M
- SoundHound AI, Inc.SOUN2,039,358 shares · 0.3% of their software · price +$10.9M$32.8M+$3.2M
- ZscalerZS106,043 shares · 0.3% of their software · price −$1.5M$31.8MFlat
- DatadogDDOG217,126 shares · 0.3% of their software · price +$1.8M$30.9M+$2.7M
- VeriskVRSK113,518 shares · 0.3% of their software · price −$6.8M$28.6M−$906K
- FactSetFDS86,453 shares · 0.2% of their software · price −$13.9M$24.8MFlat
- WorkdayWDAY102,401 shares · 0.2% of their software$24.7M−$23.8M
- TwilioTWLO173,846 shares · 0.2% of their software · price −$4.2M$17.4MFlat
- PaycomPAYC82,463 shares · 0.2% of their software · price −$1.9M$17.2M−$527K
- VeriSign, Inc.VRSN60,018 shares · 0.2% of their software · price −$554K$16.8M+$1.5M
- Shift4 Payments, Inc.FOUR206,387 shares · 0.1% of their software · price −$4.5M$16.0M+$5.0M
- MongoDBMDB51,244 shares · 0.1% of their software · price +$5.1M$15.9M+$1.2M
- HubSpotHUBS33,294 shares · 0.1% of their software · price −$3.0M$15.6M−$1.7M
- Fair IsaacFICO9,671 shares · 0.1% of their software · price −$3.2M$14.5M−$8.5M
- F5, Inc.FFIV39,857 shares · 0.1% of their software · price +$1.2M$12.9MFlat
- CoStarCSGP149,190 shares · 0.1% of their software · price +$592K$12.6M−$25.0M
- DocuSignDOCU168,218 shares · 0.1% of their software · price −$976K$12.1M−$565K
- DynatraceDT247,460 shares · 0.1% of their software · price −$1.7M$12.0M+$861K
- Rubrik, Inc.RBRK145,705 shares · 0.1% of their software · price −$1.1M$12.0M+$1.2M
- SS&CSSNC131,721 shares · 0.1% of their software · price +$785K$11.7M+$2.2M
- NetApp, Inc.NTAP92,756 shares · 0.1% of their software · price +$1.1M$11.0M−$1.6M
- Tyler TechnologiesTYL20,903 shares · 0.1% of their software · price −$1.5M$10.9M+$1.3M
- OktaOKTA112,808 shares · 0.1% of their software · price −$933K$10.3M+$1.3M
- Amdocs LimitedDOX116,810 shares · 0.1% of their software · price −$1.1M$9.6M−$4.4M
- NutanixNTNX127,871 shares · 0.1% of their software$9.5M+$1.2M
- GuidewireGWRE40,731 shares · 0.1% of their software$9.4M+$803K
- AtlassianTEAM58,367 shares · 0.1% of their software · price −$2.5M$9.3M−$3.5M
- ToastTOST250,131 shares · 0.1% of their software · price −$1.9M$9.1M+$3.0M
- AkamaiAKAM116,652 shares · 0.1% of their software$8.8M+$5.9M
- SPS CommerceSPSC83,454 shares · 0.1% of their software · price −$2.7M$8.7M+$4.0M
- TrimbleTRMB105,622 shares · 0.1% of their software · price +$599K$8.6M+$2.4M
- PTCPTC41,613 shares · 0.1% of their software · price +$1.3M$8.4M+$2.8M
- GoDaddyGDDY61,343 shares · 0.1% of their software · price −$2.7M$8.4M−$3.1M
- Bentley SystemsBSY160,840 shares · 0.1% of their software$8.3M+$534K
- ZoomZM96,392 shares · 0.1% of their software$8.0MFlat
- GitLabGTLB169,205 shares · 0.1% of their software$7.6MFlat
- Manhattan AssociatesMANH37,158 shares · 0.1% of their software$7.6MFlat
- SamsaraIOT189,487 shares · 0.1% of their software$7.1M+$2.5M
- InterDigital, Inc.IDCC20,401 shares · 0.1% of their software · price +$2.5M$7.0MFlat
- DoximityDOCS88,327 shares · 0.1% of their software · price +$1.0M$6.5MFlat
- DescartesDSGX67,936 shares · 0.1% of their software · price −$504K$6.4M+$4.6M
- NICENICE40,109 shares · 0.1% of their software · price −$968K$5.8M+$1.7M
- StoneCo Ltd.STNE283,886 shares · 0.0% of their software · price +$815K$5.4MFlat
- Lyft, Inc.LYFT217,132 shares · 0.0% of their software · price +$1.4M$4.8MFlat
- Zeta GlobalZETA224,947 shares · 0.0% of their software · price +$985K$4.5MFlat
- QualysQLYS33,725 shares · 0.0% of their software$4.5M+$1.7M
- WEX Inc.WEX27,657 shares · 0.0% of their software$4.4MFlat
- Gen DigitalGEN147,312 shares · 0.0% of their software$4.2MFlat
- C3.aiAI227,759 shares · 0.0% of their software · price −$1.6M$3.9M+$596K
- GigaCloud Technology Inc.GCT136,525 shares · 0.0% of their software · price +$1.2M$3.9M−$1.1M
- NextNav Inc.NN263,035 shares · 0.0% of their software$3.8M+$772K
- PaylocityPCTY22,983 shares · 0.0% of their software · price −$504K$3.7MFlat
- Corpay, Inc.CPAY11,927 shares · 0.0% of their software · price −$522K$3.4MFlat
- Dave Inc.DAVE17,140 shares · 0.0% of their software · price −$1.2M$3.4M+$697K
- DuolingoDUOL10,419 shares · 0.0% of their software · price −$919K$3.4M+$1.2M
- UiPathPATH249,868 shares · 0.0% of their software$3.3MFlat
- Figma, Inc.FIG63,586 shares · 0.0% of their software$3.3MNew · +$3.3M
- ServiceTitanTTAN32,641 shares · 0.0% of their software$3.3M+$1.8M
- AppFolioAPPF11,719 shares · 0.0% of their software · price +$532K$3.2MFlat
- Sportradar Group AGSRAD116,245 shares · 0.0% of their software$3.1M+$731K
- Life360, Inc.LIF28,864 shares · 0.0% of their software · price +$1.2M$3.1M+$1.0M
- PAR Technology CorporationPAR73,872 shares · 0.0% of their software · price −$2.2M$2.9MFlat
- ProcorePCOR38,851 shares · 0.0% of their software$2.8MFlat
- UnityU68,721 shares · 0.0% of their software · price +$1.1M$2.8MFlat
- Cellebrite DI Ltd.CLBT146,287 shares · 0.0% of their software$2.7M+$1.1M
- SentinelOneS146,547 shares · 0.0% of their software$2.6M+$511K
- CommvaultCVLT12,886 shares · 0.0% of their software$2.4MFlat
- WixWIX13,569 shares · 0.0% of their software$2.4M+$648K
- MagniteMGNI109,867 shares · 0.0% of their software$2.4MFlat
- monday.comMNDY12,345 shares · 0.0% of their software · price −$1.5M$2.4M−$2.1M
- AlkamiALKT93,591 shares · 0.0% of their software$2.3M+$772K
- ACI WorldwideACIW42,860 shares · 0.0% of their software$2.3MFlat
- Grab Holdings LimitedGRAB347,161 shares · 0.0% of their software$2.1MFlat
- ePlus inc.PLUS29,250 shares · 0.0% of their software$2.1MFlat
- MorningstarMORN8,710 shares · 0.0% of their software · price −$714K$2.0M+$752K
- Five9FIVN82,684 shares · 0.0% of their software$2.0M+$1.6M
- PegasystemsPEGA34,133 shares · 0.0% of their software$2.0MFlat
- Clearwater AnalyticsCWAN104,478 shares · 0.0% of their software$1.9M—
- Aeva Technologies, Inc.AEVA123,171 shares · 0.0% of their software · price −$2.9M$1.8M+$868K
- WorkivaWK20,290 shares · 0.0% of their software$1.7MFlat
- Thryv Holdings, Inc.THRY141,656 shares · 0.0% of their software$1.7MNew · +$1.7M
- CCC Intelligent Solutions Holdings Inc.CCC173,106 shares · 0.0% of their software$1.6MFlat
- Q2QTWO20,832 shares · 0.0% of their software$1.5MFlat
- Clear Secure, Inc.YOU44,779 shares · 0.0% of their software$1.5MFlat
- TeradataTDC68,886 shares · 0.0% of their software$1.5MFlat
- DropboxDBX48,997 shares · 0.0% of their software$1.5MFlat
- Intapp, Inc.INTA34,846 shares · 0.0% of their software$1.4MFlat
- Euronet Worldwide, Inc.EEFT15,973 shares · 0.0% of their software$1.4MFlat
- RingCentralRNG46,877 shares · 0.0% of their software$1.3MFlat
- Core Scientific, Inc.CORZ72,281 shares · 0.0% of their software$1.3M−$6.5M
- BullishBLSH19,930 shares · 0.0% of their software$1.3MNew · +$1.3M
- CertaraCERT103,035 shares · 0.0% of their software$1.3MFlat
- JFrogFROG26,537 shares · 0.0% of their software$1.3MFlat
- Agilysys, Inc.AGYS11,906 shares · 0.0% of their software$1.3MFlat
- EVERTEC, Inc.EVTC34,697 shares · 0.0% of their software$1.2MFlat
- PaymentusPAY37,503 shares · 0.0% of their software$1.1MNew · +$1.2M
- DigitalOceanDOCN33,297 shares · 0.0% of their software$1.1MFlat
- NCR Atleos CorporationNATL28,420 shares · 0.0% of their software$1.1MFlat
- BlackbaudBLKB17,204 shares · 0.0% of their software$1.1MFlat
- ElasticESTC12,922 shares · 0.0% of their software$1.1M−$746K
- Upbound Group, Inc.UPBD45,668 shares · 0.0% of their software$1.1MFlat
- VaronisVRNS18,450 shares · 0.0% of their software$1.1MFlat
- Pagaya Technologies Ltd.PGY35,474 shares · 0.0% of their software$1.1MNew · +$756K
- SchrödingerSDGR50,908 shares · 0.0% of their software$1.0MFlat
- OpenTextOTEX26,673 shares · 0.0% of their software$997KFlat
- FreshworksFRSH83,380 shares · 0.0% of their software$981KFlat
- nCinoNCNO35,859 shares · 0.0% of their software$972KFlat
- BlackBerry LimitedBB189,689 shares · 0.0% of their software$926KFlat
- BTQ Technologies Corp.BTQ129,506 shares · 0.0% of their software$896KNew · +$896K
- DoubleVerifyDV69,179 shares · 0.0% of their software$829KFlat
- PagerDutyPD49,961 shares · 0.0% of their software$825KFlat
- Cerence Inc.CRNC65,571 shares · 0.0% of their software$817KFlat
- OneSpan Inc.OSPN51,370 shares · 0.0% of their software$816K+$653K
- BlackLineBL15,298 shares · 0.0% of their software$812KFlat
- AvePointAVPT52,669 shares · 0.0% of their software$791K+$707K
- Kingsoft Cloud Holdings LimitedKC52,685 shares · 0.0% of their software$786KFlat
- WaystarWAY20,674 shares · 0.0% of their software$784KFlat
- WeRide Inc.WRD72,819 shares · 0.0% of their software$721KFlat
- BoxBOX22,130 shares · 0.0% of their software$714KFlat
- VertexVERX27,856 shares · 0.0% of their software$691KFlat
- SailPointSAIL31,106 shares · 0.0% of their software$687KFlat
- i3 Verticals, Inc.IIIV19,982 shares · 0.0% of their software$649KFlat
- Priority Technology Holdings, Inc.PRTH90,776 shares · 0.0% of their software$624KFlat
- FlywireFLYW42,996 shares · 0.0% of their software$582KFlat
- Calix, Inc.CALX9,321 shares · 0.0% of their software$572KFlat
- Research Solutions, Inc.RSSS149,307 shares · 0.0% of their software$557K−$557K
- FastlyFSLY64,971 shares · 0.0% of their software$556KFlat
- LiveRamp Holdings, Inc.RAMP20,376 shares · 0.0% of their software$553KFlat
- Immersion CorporationIMMR74,575 shares · 0.0% of their software$547KFlat
- AsanaASAN38,247 shares · 0.0% of their software$511KFlat
- PowerFleet, Inc.AIOT90,286 shares · 0.0% of their software$473KFlat
- Remitly Global, Inc.RELY28,480 shares · 0.0% of their software$464KFlat
- Global-EGLBE12,303 shares · 0.0% of their software$440KFlat
- Alarm.com Holdings, Inc.ALRM7,967 shares · 0.0% of their software$423KFlat
- Simulations PlusSLP27,164 shares · 0.0% of their software$409KFlat
- Mitek Systems, Inc.MITK40,838 shares · 0.0% of their software$399KFlat
- Bandwidth Inc.BAND23,538 shares · 0.0% of their software$392KFlat
- Digital TurbineAPPS59,019 shares · 0.0% of their software$378KFlat
- Arqit Quantum Inc.ARQQ9,530 shares · 0.0% of their software$369KFlat
- Allot Ltd.ALLT33,129 shares · 0.0% of their software$351KFlat
- KlaviyoKVYO12,630 shares · 0.0% of their software$350KFlat
- Palladyne AI Corp.PDYN40,298 shares · 0.0% of their software$346KFlat
- Bakkt, Inc.BKKT10,166 shares · 0.0% of their software$342KNew · Flat
- BrazeBRZE11,891 shares · 0.0% of their software$338KFlat
- Materialise NVMTLS52,927 shares · 0.0% of their software$295KFlat
- Xperi Inc.XPER42,748 shares · 0.0% of their software$277KNew · Flat
- AudioEye, Inc.AEYE18,618 shares · 0.0% of their software$258KNew · Flat
- PDF Solutions, Inc.PDFS9,665 shares · 0.0% of their software$250KNew · Flat
- Asure Software, Inc.ASUR30,131 shares · 0.0% of their software$247KFlat
- Joint Stock Company Kaspi.kzKSPI2,985 shares · 0.0% of their software$244KNew · Flat
- Payoneer Global Inc.PAYO39,907 shares · 0.0% of their software$241KFlat
- 8x8EGHT112,377 shares · 0.0% of their software$238KFlat
- ZoomInfoZI21,617 shares · 0.0% of their software$236K—
- Netskope, Inc.NTSK10,166 shares · 0.0% of their software$231KNew · Flat
- AppianAPPN7,458 shares · 0.0% of their software$228KFlat
- Commerce.com, Inc.CMRC39,144 shares · 0.0% of their software$195KFlat
- CourseraCOUR16,287 shares · 0.0% of their software$191KFlat
- Rezolve AI PLCRZLV37,560 shares · 0.0% of their software$187KFlat
- PagSeguro Digital Ltd.PAGS16,229 shares · 0.0% of their software$162KFlat
- Duos Technologies Group, Inc.DUOT21,391 shares · 0.0% of their software$157KFlat
- Full Truck Alliance Co. Ltd.YMM12,046 shares · 0.0% of their software$156KNew · Flat
- SemrushSEMR21,447 shares · 0.0% of their software$152KNew
- Veritone, Inc.VERI29,457 shares · 0.0% of their software$142KFlat
- Sabre CorporationSABR67,731 shares · 0.0% of their software$124KFlat
- Endava plcDAVA12,253 shares · 0.0% of their software$112KNew · Flat
- MicroCloud Hologram Inc.HOLO22,308 shares · 0.0% of their software$110KNew · Flat
- VivoPower PLCVIVO24,124 shares · 0.0% of their software$109KNew · Flat
- AI Financial CorporationAIFC40,049 shares · 0.0% of their software$108KNew · Flat
- Alight, Inc.ALIT31,316 shares · 0.0% of their software$102KFlat
- Viant Technology Inc.DSP10,554 shares · 0.0% of their software$91KNew · Flat
- YextYEXT10,080 shares · 0.0% of their software$86KNew · Flat
- Telos CorporationTLS12,316 shares · 0.0% of their software$84KNew · Flat
- ZenaTech, Inc.ZENA15,488 shares · 0.0% of their software$74KFlat
- Airship AI Holdings, Inc.AISP12,850 shares · 0.0% of their software$66K−$1.5M
- CISO Global Inc.CISO55,927 shares · 0.0% of their software$59KNew · Flat
- Ribbon Communications Inc.RBBN13,264 shares · 0.0% of their software$50KFlat
- Blaize Holdings, Inc.BZAI14,179 shares · 0.0% of their software$49KNew · Flat
- AEye, Inc.LIDR18,896 shares · 0.0% of their software$47KNew · Flat
- Definitive HealthcareDH10,780 shares · 0.0% of their software$44KFlat
- Rekor Systems, Inc.REKR22,080 shares · 0.0% of their software$35KFlat
- SmartRent, Inc.SMRT23,000 shares · 0.0% of their software$32KFlat
- Phunware, Inc.PHUN10,274 shares · 0.0% of their software$28KNew · Flat
- MIND C.T.I. LtdMNDO10,000 shares · 0.0% of their software$11KNew · Flat