Generalist · Fort Mill, SC
LPl Financial
Q4 2025 · compared with Q3 2025
Filed as LPl Financial LLC
- Software
- $10.3B
- Weight of 13F
- 2.8%
- Names
- 208
- Net bought
- +$1.7B
Filed 11 February 2026 · SEC filing.
Call exposure on these names is $12.8M across 13 lines. Calls are not in the stock total.
5,590 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
- MicrosoftMSFT10,008,020 shares · 46.8% of their software · price −$344M$4.8B+$260M
- PalantirPLTR4,985,788 shares · 8.6% of their software · price −$23.3M$886M−$10.1M
- OracleORCL2,511,030 shares · 4.7% of their software · price −$217M$489M+$71.9M
- Palo Alto NetworksPANW1,874,969 shares · 3.3% of their software · price −$36.4M$345M+$5.3M
- SalesforceCRM1,282,760 shares · 3.3% of their software · price +$35.8M$340M−$23.7M
- CrowdStrikeCRWD664,356 shares · 3.0% of their software · price −$14.4M$311M+$17.1M
- ServiceNowNOW1,806,172 shares · 2.7% of their software · price −$1.4B$277M+$1.4B
- Uber Technologies, Inc.UBER2,886,056 shares · 2.3% of their software · price −$46.9M$236M−$19.4M
- ShopifySHOP1,376,322 shares · 2.1% of their software · price +$17.0M$222M+$6.6M
- AppLovinAPP303,760 shares · 2.0% of their software · price −$13.6M$205M+$26.5M
- Automatic Data Processing, Inc.ADP674,315 shares · 1.7% of their software · price −$24.5M$173M+$7.9M
- IntuitINTU245,971 shares · 1.6% of their software · price −$5.0M$163M+$2.2M
- AdobeADBE436,847 shares · 1.5% of their software · price −$1.2M$153M−$4.9M
- Paychex, Inc.PAYX1,023,081 shares · 1.1% of their software · price −$14.9M$115M+$32.7M
- CadenceCDNS359,062 shares · 1.1% of their software · price −$13.9M$112M+$12.3M
- Strategy IncMSTR615,877 shares · 0.9% of their software · price −$105M$93.6M−$8.9M
- SnowflakeSNOW410,004 shares · 0.9% of their software · price −$2.5M$89.9M+$9.3M
- BroadridgeBR334,939 shares · 0.7% of their software · price −$5.0M$74.7M+$3.3M
- AutodeskADSK213,164 shares · 0.6% of their software · price −$4.6M$63.1M+$1.1M
- SynopsysSNPS133,583 shares · 0.6% of their software · price −$3.2M$62.7M−$23.9M
- Fiserv, Inc.FISV762,658 shares · 0.5% of their software · price −$47.1M$51.2M+$16.4M
- CoreWeave, Inc.CRWV664,112 shares · 0.5% of their software · price −$43.3M$47.6M+$7.4M
- CloudflareNET237,958 shares · 0.5% of their software · price −$4.1M$46.9M+$7.5M
- FortinetFTNT490,697 shares · 0.4% of their software · price −$2.3M$39.0M−$1.8M
- VeevaVEEV174,340 shares · 0.4% of their software · price −$13.0M$38.9M−$2.2M
- Check PointCHKP206,902 shares · 0.4% of their software · price −$4.4M$38.4M+$3.3M
- BILLBILL591,372 shares · 0.3% of their software · price +$928K$32.3M−$3.8M
- Roper Technologies, Inc.ROP72,097 shares · 0.3% of their software · price −$3.9M$32.1M−$747K
- Block, Inc.XYZ484,887 shares · 0.3% of their software · price −$3.5M$31.6M−$2.7M
- SAPSAP126,907 shares · 0.3% of their software · price −$3.1M$30.8MFlat
- The Trade DeskTTD791,692 shares · 0.3% of their software · price −$8.7M$30.1M−$5.2M
- DatadogDDOG211,897 shares · 0.3% of their software · price −$1.4M$28.8M−$745K
- VeriskVRSK123,840 shares · 0.3% of their software · price −$3.4M$27.7M+$2.6M
- MongoDBMDB65,878 shares · 0.3% of their software · price +$7.2M$27.6M+$4.5M
- TwilioTWLO178,184 shares · 0.2% of their software · price +$7.5M$25.3MFlat
- ZscalerZS97,023 shares · 0.2% of their software · price −$7.3M$21.8M−$2.7M
- WorkdayWDAY100,679 shares · 0.2% of their software · price −$2.6M$21.6MFlat
- SoundHound AI, Inc.SOUN1,858,843 shares · 0.2% of their software · price −$11.4M$18.5M−$2.9M
- FactSetFDS55,256 shares · 0.2% of their software$16.0M−$8.9M
- Fair IsaacFICO8,823 shares · 0.1% of their software · price +$1.7M$14.9M−$1.3M
- VeriSign, Inc.VRSN53,271 shares · 0.1% of their software · price −$2.0M$12.9M−$1.9M
- HubSpotHUBS31,560 shares · 0.1% of their software · price −$2.1M$12.7M−$811K
- Rubrik, Inc.RBRK163,280 shares · 0.1% of their software · price −$942K$12.5M+$1.4M
- QualysQLYS87,268 shares · 0.1% of their software$11.6M+$7.1M
- DocuSignDOCU169,425 shares · 0.1% of their software · price −$625K$11.6MFlat
- SS&CSSNC129,069 shares · 0.1% of their software$11.3MFlat
- AkamaiAKAM125,605 shares · 0.1% of their software · price +$1.4M$11.0M+$678K
- SamsaraIOT308,623 shares · 0.1% of their software · price −$556K$10.9M+$4.4M
- DynatraceDT241,965 shares · 0.1% of their software · price −$1.2M$10.5MFlat
- AppFolioAPPF44,594 shares · 0.1% of their software · price −$1.9M$10.4M+$9.1M
- Shift4 Payments, Inc.FOUR154,369 shares · 0.1% of their software · price −$2.2M$9.7M−$4.0M
- Tyler TechnologiesTYL20,913 shares · 0.1% of their software · price −$1.4M$9.5MFlat
- ZoomZM108,217 shares · 0.1% of their software$9.3M+$976K
- OktaOKTA107,657 shares · 0.1% of their software · price −$563K$9.3MFlat
- Amdocs LimitedDOX113,717 shares · 0.1% of their software$9.2MFlat
- PaycomPAYC55,504 shares · 0.1% of their software · price −$2.7M$8.8M−$5.6M
- UiPathPATH532,791 shares · 0.1% of their software · price +$1.6M$8.7M+$3.8M
- NetApp, Inc.NTAP81,346 shares · 0.1% of their software · price −$925K$8.7M−$1.4M
- PTCPTC49,437 shares · 0.1% of their software · price −$1.4M$8.6M+$1.6M
- GuidewireGWRE42,306 shares · 0.1% of their software · price −$1.2M$8.5MFlat
- CoStarCSGP117,448 shares · 0.1% of their software · price −$2.0M$7.9M−$2.7M
- TrimbleTRMB100,434 shares · 0.1% of their software$7.9MFlat
- ToastTOST218,936 shares · 0.1% of their software$7.8M−$1.1M
- Lyft, Inc.LYFT374,561 shares · 0.1% of their software · price −$989K$7.3M+$3.5M
- SPS CommerceSPSC77,720 shares · 0.1% of their software · price −$1.2M$6.9M−$597K
- F5, Inc.FFIV26,932 shares · 0.1% of their software · price −$1.8M$6.9M−$4.2M
- InterDigital, Inc.IDCC21,184 shares · 0.1% of their software · price −$569K$6.7MFlat
- NextNav Inc.NN385,123 shares · 0.1% of their software · price +$901K$6.4M+$1.7M
- GoDaddyGDDY51,417 shares · 0.1% of their software · price −$656K$6.4M−$1.4M
- Manhattan AssociatesMANH36,165 shares · 0.1% of their software · price −$1.1M$6.3MFlat
- Figma, Inc.FIG163,514 shares · 0.1% of their software · price −$2.4M$6.1M+$5.2M
- DescartesDSGX66,712 shares · 0.1% of their software$5.8MFlat
- NutanixNTNX109,167 shares · 0.1% of their software · price −$2.5M$5.6M−$1.4M
- Zeta GlobalZETA277,143 shares · 0.1% of their software$5.6M+$1.0M
- UnityU127,175 shares · 0.1% of their software · price +$525K$5.6M+$2.3M
- Bentley SystemsBSY141,039 shares · 0.1% of their software · price −$1.9M$5.4M−$1.0M
- GigaCloud Technology Inc.GCT122,642 shares · 0.0% of their software · price +$1.3M$4.8MFlat
- AtlassianTEAM28,873 shares · 0.0% of their software$4.7M−$4.7M
- ServiceTitanTTAN43,195 shares · 0.0% of their software$4.6M+$1.1M
- DuolingoDUOL23,398 shares · 0.0% of their software · price −$3.4M$4.1M+$4.2M
- ProcorePCOR54,847 shares · 0.0% of their software$4.0M+$1.2M
- Gen DigitalGEN136,589 shares · 0.0% of their software$3.7MFlat
- WEX Inc.WEX24,742 shares · 0.0% of their software$3.7MFlat
- SentinelOneS241,465 shares · 0.0% of their software · price −$630K$3.6M+$1.7M
- DoximityDOCS78,490 shares · 0.0% of their software · price −$2.3M$3.5M−$720K
- TeradataTDC112,950 shares · 0.0% of their software · price +$1.0M$3.4M+$948K
- Corpay, Inc.CPAY11,319 shares · 0.0% of their software$3.4MFlat
- PAR Technology CorporationPAR92,641 shares · 0.0% of their software$3.4M+$743K
- Cellebrite DI Ltd.CLBT168,341 shares · 0.0% of their software$3.0MFlat
- PaylocityPCTY18,176 shares · 0.0% of their software$2.8M−$766K
- GitLabGTLB71,656 shares · 0.0% of their software · price −$541K$2.7M−$4.4M
- ePlus inc.PLUS29,836 shares · 0.0% of their software$2.6MFlat
- C3.aiAI184,255 shares · 0.0% of their software · price −$711K$2.5M−$754K
- Clearwater AnalyticsCWAN100,139 shares · 0.0% of their software$2.4M—
- Grab Holdings LimitedGRAB455,363 shares · 0.0% of their software$2.3M+$651K
- NICENICE20,070 shares · 0.0% of their software · price −$637K$2.3M−$2.9M
- JFrogFROG36,077 shares · 0.0% of their software · price +$546K$2.3MFlat
- MorningstarMORN10,184 shares · 0.0% of their software$2.2MFlat
- Five9FIVN108,492 shares · 0.0% of their software$2.2M+$625K
- AlkamiALKT90,798 shares · 0.0% of their software$2.1MFlat
- Intapp, Inc.INTA44,581 shares · 0.0% of their software$2.0MFlat
- ACI WorldwideACIW40,307 shares · 0.0% of their software$1.9MFlat
- PegasystemsPEGA31,714 shares · 0.0% of their software$1.9MFlat
- MagniteMGNI116,450 shares · 0.0% of their software · price −$646K$1.9MFlat
- Aeva Technologies, Inc.AEVA140,614 shares · 0.0% of their software$1.9MFlat
- WorkivaWK20,475 shares · 0.0% of their software$1.8MFlat
- Dave Inc.DAVE7,396 shares · 0.0% of their software$1.6M−$1.9M
- Agilysys, Inc.AGYS12,930 shares · 0.0% of their software$1.5MFlat
- Sportradar Group AGSRAD61,931 shares · 0.0% of their software$1.5M−$1.5M
- FlywireFLYW103,535 shares · 0.0% of their software$1.5M+$820K
- DigitalOceanDOCN30,356 shares · 0.0% of their software$1.5MFlat
- Clear Secure, Inc.YOU39,171 shares · 0.0% of their software$1.4MFlat
- RingCentralRNG47,075 shares · 0.0% of their software$1.4MFlat
- eGain CorporationEGAN129,858 shares · 0.0% of their software$1.3MNew · +$1.1M
- DropboxDBX47,332 shares · 0.0% of their software$1.3MFlat
- Thryv Holdings, Inc.THRY216,736 shares · 0.0% of their software · price −$1.3M$1.3M+$905K
- CommvaultCVLT9,823 shares · 0.0% of their software · price −$623K$1.2M−$578K
- monday.comMNDY8,310 shares · 0.0% of their software$1.2M−$782K
- BullishBLSH32,200 shares · 0.0% of their software · price −$829K$1.2M+$780K
- NCR Atleos CorporationNATL31,722 shares · 0.0% of their software$1.2MFlat
- Core Scientific, Inc.CORZ79,040 shares · 0.0% of their software$1.2MFlat
- Chime Financial, Inc.CHYM45,655 shares · 0.0% of their software$1.1MNew · +$921K
- EVERTEC, Inc.EVTC39,490 shares · 0.0% of their software$1.1MFlat
- WixWIX10,823 shares · 0.0% of their software · price −$798K$1.1MFlat
- PaymentusPAY35,566 shares · 0.0% of their software$1.1MFlat
- BlackbaudBLKB17,313 shares · 0.0% of their software$1.1MFlat
- OpenTextOTEX32,518 shares · 0.0% of their software$1.1MFlat
- Q2QTWO14,304 shares · 0.0% of their software$1.0MFlat
- Euronet Worldwide, Inc.EEFT13,156 shares · 0.0% of their software$1.0MFlat
- nCinoNCNO37,254 shares · 0.0% of their software$955KFlat
- CCC Intelligent Solutions Holdings Inc.CCC118,269 shares · 0.0% of their software$940KFlat
- StoneCo Ltd.STNE61,756 shares · 0.0% of their software$913K−$4.2M
- CertaraCERT103,242 shares · 0.0% of their software$910KFlat
- SchrödingerSDGR50,709 shares · 0.0% of their software$907KFlat
- FreshworksFRSH72,903 shares · 0.0% of their software$893KFlat
- Simulations PlusSLP48,734 shares · 0.0% of their software$888KFlat
- BrazeBRZE24,699 shares · 0.0% of their software$847KFlat
- Upbound Group, Inc.UPBD46,341 shares · 0.0% of their software$814KFlat
- Navan, Inc.NAVN47,500 shares · 0.0% of their software$811KNew · +$811K
- SailPointSAIL39,620 shares · 0.0% of their software$802KFlat
- WaystarWAY22,693 shares · 0.0% of their software$743KFlat
- WeRide Inc.WRD83,977 shares · 0.0% of their software$729KFlat
- PagerDutyPD55,482 shares · 0.0% of their software$727KFlat
- BlackLineBL12,565 shares · 0.0% of their software$695KFlat
- LiveRamp Holdings, Inc.RAMP22,442 shares · 0.0% of their software$659KFlat
- BlackBerry LimitedBB172,335 shares · 0.0% of their software$653KFlat
- Global-EGLBE16,423 shares · 0.0% of their software$646KFlat
- OneSpan Inc.OSPN50,025 shares · 0.0% of their software$642KFlat
- BoxBOX20,981 shares · 0.0% of their software$628KFlat
- AvePointAVPT44,776 shares · 0.0% of their software$622KFlat
- FastlyFSLY60,588 shares · 0.0% of their software$617KFlat
- Priority Technology Holdings, Inc.PRTH111,845 shares · 0.0% of their software$610KFlat
- ElasticESTC8,010 shares · 0.0% of their software$604KFlat
- Pagaya Technologies Ltd.PGY26,665 shares · 0.0% of their software$557KFlat
- VaronisVRNS16,032 shares · 0.0% of their software$526KFlat
- Cerence Inc.CRNC47,448 shares · 0.0% of their software$507KFlat
- PagSeguro Digital Ltd.PAGS52,035 shares · 0.0% of their software$502KFlat
- i3 Verticals, Inc.IIIV19,736 shares · 0.0% of their software$497KFlat
- Allot Ltd.ALLT50,087 shares · 0.0% of their software$492KFlat
- PowerFleet, Inc.AIOT86,616 shares · 0.0% of their software$461KFlat
- Netskope, Inc.NTSK25,479 shares · 0.0% of their software$447KFlat
- Calix, Inc.CALX8,152 shares · 0.0% of their software$431KFlat
- Research Solutions, Inc.RSSS146,307 shares · 0.0% of their software$430KFlat
- Telos CorporationTLS81,613 shares · 0.0% of their software$416KFlat
- Alarm.com Holdings, Inc.ALRM8,131 shares · 0.0% of their software$415KFlat
- Immersion CorporationIMMR58,199 shares · 0.0% of their software$396KFlat
- AsanaASAN25,929 shares · 0.0% of their software$355KFlat
- VertexVERX17,214 shares · 0.0% of their software$344KFlat
- BTQ Technologies Corp.BTQ65,325 shares · 0.0% of their software$334KFlat
- Bandwidth Inc.BAND20,821 shares · 0.0% of their software$322KFlat
- Digital TurbineAPPS62,458 shares · 0.0% of their software$312KFlat
- Materialise NVMTLS54,035 shares · 0.0% of their software$300KFlat
- KlaviyoKVYO9,215 shares · 0.0% of their software$299KFlat
- PDF Solutions, Inc.PDFS10,399 shares · 0.0% of their software$297KFlat
- Joint Stock Company Kaspi.kzKSPI3,722 shares · 0.0% of their software$291KFlat
- NetScout Systems, Inc.NTCT10,360 shares · 0.0% of their software$280KNew · Flat
- Asure Software, Inc.ASUR27,466 shares · 0.0% of their software$259KFlat
- Xperi Inc.XPER43,850 shares · 0.0% of their software$257KFlat
- DoubleVerifyDV22,394 shares · 0.0% of their software$256K−$560K
- Duos Technologies Group, Inc.DUOT22,040 shares · 0.0% of their software$248KFlat
- Life360, Inc.LIF3,797 shares · 0.0% of their software$244K−$2.7M
- Payoneer Global Inc.PAYO42,211 shares · 0.0% of their software$237KFlat
- Mitek Systems, Inc.MITK21,975 shares · 0.0% of their software$232KFlat
- Datavault AI Inc.DVLT341,387 shares · 0.0% of their software$223KNew · Flat
- ProgressPRGS5,105 shares · 0.0% of their software$219KNew · Flat
- Veritone, Inc.VERI45,938 shares · 0.0% of their software$214KFlat
- SprinklrCXM27,087 shares · 0.0% of their software$211KNew · Flat
- 8x8EGHT101,993 shares · 0.0% of their software$201K—
- DLocal LimitedDLO13,857 shares · 0.0% of their software$196KNew · Flat
- Full Truck Alliance Co. Ltd.YMM16,788 shares · 0.0% of their software$180KFlat
- AudioEye, Inc.AEYE16,832 shares · 0.0% of their software$168KFlat
- Commerce.com, Inc.CMRC40,015 shares · 0.0% of their software$165KFlat
- CourseraCOUR17,305 shares · 0.0% of their software$127KFlat
- Cognyte Software Ltd.CGNT11,976 shares · 0.0% of their software$113KNew · Flat
- Palladyne AI Corp.PDYN22,863 shares · 0.0% of their software$97KFlat
- Rezolve AI PLCRZLV34,556 shares · 0.0% of their software$89KFlat
- Sabre CorporationSABR61,785 shares · 0.0% of their software$84KFlat
- SmartRent, Inc.SMRT37,000 shares · 0.0% of their software$75KFlat
- AI Financial CorporationAIFC44,479 shares · 0.0% of their software$49KFlat
- VivoPower PLCVIVO20,924 shares · 0.0% of their software$47KFlat
- Rekor Systems, Inc.REKR29,686 shares · 0.0% of their software$41KFlat
- Ribbon Communications Inc.RBBN13,912 shares · 0.0% of their software$40KFlat
- ZenaTech, Inc.ZENA12,293 shares · 0.0% of their software$39KFlat
- Airship AI Holdings, Inc.AISP12,350 shares · 0.0% of their software$36KFlat
- Alight, Inc.ALIT18,163 shares · 0.0% of their software$35KFlat
- Blaize Holdings, Inc.BZAI14,179 shares · 0.0% of their software$28KFlat
- CISO Global Inc.CISO53,010 shares · 0.0% of their software$25KFlat
- MIND C.T.I. LtdMNDO10,000 shares · 0.0% of their software$12KFlat