Generalist · Fort Mill, SC
LPl Financial
Q1 2026 · compared with Q4 2025
Filed as LPl Financial LLC
- Software
- $8.2B
- Weight of 13F
- 2.2%
- Names
- 210
- Net bought
- +$260M
Call exposure on these names is $12.3M across 17 lines. Calls are not in the stock total.
5,698 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
- MicrosoftMSFT10,337,597 shares · 46.6% of their software · price −$1.2B$3.8B+$159M
- PalantirPLTR5,109,312 shares · 9.1% of their software · price −$161M$747M+$22.0M
- OracleORCL2,617,539 shares · 4.7% of their software · price −$125M$385M+$20.8M
- Palo Alto NetworksPANW1,750,681 shares · 3.4% of their software · price −$41.8M$281M−$22.9M
- CrowdStrikeCRWD700,499 shares · 3.3% of their software · price −$54.9M$273M+$16.9M
- SalesforceCRM1,329,703 shares · 3.0% of their software · price −$104M$248M+$12.4M
- ServiceNowNOW2,043,851 shares · 2.6% of their software · price −$99.4M$214M+$36.4M
- Uber Technologies, Inc.UBER2,790,297 shares · 2.4% of their software · price −$27.3M$201M−$7.8M
- ShopifySHOP1,465,785 shares · 2.1% of their software · price −$62.1M$174M+$14.4M
- Paychex, Inc.PAYX1,451,615 shares · 1.6% of their software · price −$29.1M$134M+$48.1M
- Automatic Data Processing, Inc.ADP655,251 shares · 1.6% of their software · price −$35.4M$133M−$4.9M
- AdobeADBE431,085 shares · 1.3% of their software · price −$46.1M$105M−$2.0M
- IntuitINTU242,272 shares · 1.3% of their software · price −$55.7M$105M−$2.5M
- AppLovinAPP255,632 shares · 1.2% of their software · price −$70.5M$102M−$32.4M
- CadenceCDNS340,715 shares · 1.2% of their software · price −$11.8M$94.7M−$5.7M
- Strategy IncMSTR707,167 shares · 1.1% of their software · price −$19.2M$88.3M+$13.9M
- SnowflakeSNOW460,253 shares · 0.8% of their software · price −$31.5M$69.4M+$11.0M
- CoreWeave, Inc.CRWV801,368 shares · 0.8% of their software · price +$4.7M$62.1M+$9.8M
- BroadridgeBR352,969 shares · 0.7% of their software · price −$21.4M$57.4M+$4.0M
- CloudflareNET238,457 shares · 0.6% of their software · price +$2.2M$49.2MFlat
- AutodeskADSK199,031 shares · 0.6% of their software · price −$11.3M$47.6M−$4.2M
- SynopsysSNPS117,568 shares · 0.6% of their software · price −$8.6M$46.6M−$7.5M
- Fiserv, Inc.FISV780,782 shares · 0.5% of their software · price −$8.9M$43.6M+$1.2M
- FortinetFTNT510,759 shares · 0.5% of their software · price +$1.2M$41.7M+$1.6M
- DatadogDDOG297,316 shares · 0.4% of their software · price −$5.3M$35.1M+$11.6M
- BILLBILL878,947 shares · 0.4% of their software · price −$14.3M$33.7M+$15.7M
- VeevaVEEV173,247 shares · 0.4% of their software · price −$8.2M$30.4MFlat
- Block, Inc.XYZ449,872 shares · 0.3% of their software · price −$2.2M$27.1M−$2.3M
- Check PointCHKP178,611 shares · 0.3% of their software · price −$7.6M$25.5M−$5.2M
- VeriskVRSK123,555 shares · 0.3% of their software · price −$4.2M$23.4MFlat
- SAPSAP126,087 shares · 0.3% of their software · price −$9.0M$21.6MFlat
- Roper Technologies, Inc.ROP58,499 shares · 0.3% of their software · price −$5.3M$20.7M−$6.1M
- TwilioTWLO144,726 shares · 0.2% of their software · price −$2.4M$18.2M−$4.8M
- ZscalerZS118,531 shares · 0.2% of their software · price −$10.0M$16.6M+$4.8M
- MongoDBMDB62,392 shares · 0.2% of their software · price −$10.9M$15.3M−$1.5M
- VeriSign, Inc.VRSN56,746 shares · 0.2% of their software$14.1M+$844K
- AkamaiAKAM115,628 shares · 0.2% of their software · price +$3.2M$13.3M−$870K
- WorkdayWDAY94,961 shares · 0.2% of their software · price −$8.1M$12.3M−$1.2M
- SoundHound AI, Inc.SOUN1,756,068 shares · 0.1% of their software · price −$5.4M$12.1M−$1.0M
- FactSetFDS53,780 shares · 0.1% of their software · price −$3.9M$11.7MFlat
- The Trade DeskTTD481,693 shares · 0.1% of their software · price −$7.4M$10.9M−$11.8M
- NetApp, Inc.NTAP104,898 shares · 0.1% of their software$10.7M+$2.5M
- Amdocs LimitedDOX160,447 shares · 0.1% of their software · price −$2.4M$10.5M+$3.8M
- OktaOKTA123,582 shares · 0.1% of their software · price −$959K$9.7M+$1.4M
- ZoomZM119,426 shares · 0.1% of their software · price −$705K$9.6M+$967K
- Rubrik, Inc.RBRK174,021 shares · 0.1% of their software · price −$4.8M$8.5M+$821K
- SamsaraIOT254,195 shares · 0.1% of their software · price −$956K$8.1M−$1.9M
- PaycomPAYC65,059 shares · 0.1% of their software · price −$2.5M$7.9M+$1.5M
- DescartesDSGX94,918 shares · 0.1% of their software · price −$1.5M$7.6M+$2.5M
- ToastTOST275,568 shares · 0.1% of their software · price −$2.5M$7.3M+$2.0M
- Tyler TechnologiesTYL21,311 shares · 0.1% of their software · price −$2.4M$7.3MFlat
- PTCPTC51,101 shares · 0.1% of their software · price −$1.6M$7.3MFlat
- AppFolioAPPF46,048 shares · 0.1% of their software · price −$3.4M$7.3MFlat
- F5, Inc.FFIV24,739 shares · 0.1% of their software · price +$843K$7.2M−$560K
- Fair IsaacFICO6,402 shares · 0.1% of their software · price −$4.0M$6.8M−$4.1M
- SS&CSSNC96,935 shares · 0.1% of their software · price −$1.9M$6.5M−$2.8M
- TrimbleTRMB98,770 shares · 0.1% of their software · price −$1.3M$6.4MFlat
- InterDigital, Inc.IDCC21,322 shares · 0.1% of their software$6.4MFlat
- DocuSignDOCU118,090 shares · 0.1% of their software · price −$2.5M$5.6M−$3.5M
- GoDaddyGDDY63,518 shares · 0.1% of their software · price −$2.6M$5.3M+$1.5M
- DynatraceDT140,753 shares · 0.1% of their software · price −$895K$5.2M−$4.4M
- NextNav Inc.NN312,491 shares · 0.1% of their software$5.0M−$1.2M
- HubSpotHUBS20,236 shares · 0.1% of their software · price −$3.2M$4.9M−$4.5M
- CoStarCSGP118,841 shares · 0.1% of their software · price −$3.2M$4.8MFlat
- QualysQLYS54,161 shares · 0.1% of their software · price −$2.4M$4.8M−$4.4M
- UiPathPATH421,950 shares · 0.1% of their software · price −$2.2M$4.7M−$1.8M
- SPS CommerceSPSC83,729 shares · 0.1% of their software · price −$2.8M$4.7M+$536K
- SentinelOneS361,724 shares · 0.1% of their software · price −$767K$4.7M+$1.8M
- NutanixNTNX118,488 shares · 0.1% of their software · price −$1.6M$4.5MFlat
- DigitalOceanDOCN51,314 shares · 0.1% of their software · price +$1.9M$4.4M+$1.0M
- Zeta GlobalZETA274,393 shares · 0.1% of their software · price −$1.2M$4.4MFlat
- Manhattan AssociatesMANH32,239 shares · 0.1% of their software · price −$1.3M$4.3M−$680K
- Corpay, Inc.CPAY14,387 shares · 0.1% of their software$4.2M+$923K
- ProcorePCOR73,037 shares · 0.1% of their software · price −$1.1M$4.2M+$1.3M
- GigaCloud Technology Inc.GCT85,901 shares · 0.0% of their software · price +$524K$3.9M−$1.4M
- DuolingoDUOL38,128 shares · 0.0% of their software · price −$2.9M$3.8M+$2.6M
- Lyft, Inc.LYFT267,081 shares · 0.0% of their software · price −$1.6M$3.6M−$2.1M
- Figma, Inc.FIG167,816 shares · 0.0% of their software · price −$2.7M$3.5MFlat
- GuidewireGWRE22,359 shares · 0.0% of their software · price −$1.2M$3.3M−$4.0M
- WEX Inc.WEX20,751 shares · 0.0% of their software$3.2M−$595K
- ServiceTitanTTAN49,759 shares · 0.0% of their software · price −$2.1M$3.2M+$699K
- Aeva Technologies, Inc.AEVA220,679 shares · 0.0% of their software$2.9M+$1.1M
- Clear Secure, Inc.YOU57,476 shares · 0.0% of their software · price +$766K$2.8M+$642K
- TeradataTDC108,189 shares · 0.0% of their software · price −$520K$2.8MFlat
- NICENICE25,091 shares · 0.0% of their software$2.8M+$568K
- MorningstarMORN15,647 shares · 0.0% of their software · price −$755K$2.6M+$1.2M
- Gen DigitalGEN134,335 shares · 0.0% of their software · price −$1.1M$2.5MFlat
- Five9FIVN154,272 shares · 0.0% of their software · price −$753K$2.3M+$918K
- Cellebrite DI Ltd.CLBT169,523 shares · 0.0% of their software · price −$720K$2.3MFlat
- Bentley SystemsBSY64,406 shares · 0.0% of their software$2.3M−$2.9M
- FastlyFSLY77,390 shares · 0.0% of their software · price +$1.5M$2.2MFlat
- FlywireFLYW191,068 shares · 0.0% of their software$2.2M+$1.2M
- PAR Technology CorporationPAR156,286 shares · 0.0% of their software · price −$3.6M$2.1M+$2.3M
- PDF Solutions, Inc.PDFS62,530 shares · 0.0% of their software$2.0M+$1.5M
- Shift4 Payments, Inc.FOUR46,568 shares · 0.0% of their software · price −$896K$2.0M−$6.8M
- ePlus inc.PLUS26,601 shares · 0.0% of their software$2.0MFlat
- Calix, Inc.CALX40,250 shares · 0.0% of their software$2.0M+$1.7M
- Dave Inc.DAVE11,291 shares · 0.0% of their software · price −$534K$2.0M+$862K
- DoximityDOCS83,120 shares · 0.0% of their software · price −$1.7M$1.9MFlat
- MagniteMGNI155,444 shares · 0.0% of their software · price −$676K$1.8M+$633K
- BullishBLSH51,412 shares · 0.0% of their software$1.8M+$728K
- RingCentralRNG47,706 shares · 0.0% of their software$1.8MFlat
- UnityU78,072 shares · 0.0% of their software · price −$1.7M$1.7M−$2.2M
- ACI WorldwideACIW38,398 shares · 0.0% of their software$1.6MFlat
- PaylocityPCTY14,568 shares · 0.0% of their software · price −$648K$1.6M−$550K
- AtlassianTEAM22,909 shares · 0.0% of their software · price −$2.2M$1.6M−$967K
- StoneCo Ltd.STNE100,674 shares · 0.0% of their software$1.4M+$576K
- C3.aiAI168,716 shares · 0.0% of their software · price −$854K$1.4MFlat
- PegasystemsPEGA32,497 shares · 0.0% of their software · price −$558K$1.4MFlat
- OpenTextOTEX61,532 shares · 0.0% of their software · price −$636K$1.4M+$945K
- Rezolve AI PLCRZLV515,852 shares · 0.0% of their software$1.3M+$1.2M
- Core Scientific, Inc.CORZ87,482 shares · 0.0% of their software$1.3MFlat
- Upbound Group, Inc.UPBD70,232 shares · 0.0% of their software$1.3MFlat
- Intapp, Inc.INTA47,368 shares · 0.0% of their software · price −$954K$1.2MFlat
- EVERTEC, Inc.EVTC42,088 shares · 0.0% of their software$1.2MFlat
- CommvaultCVLT14,978 shares · 0.0% of their software · price −$711K$1.2M+$646K
- Chime Financial, Inc.CHYM60,388 shares · 0.0% of their software$1.1MFlat
- JFrogFROG24,037 shares · 0.0% of their software$1.1M−$752K
- CCC Intelligent Solutions Holdings Inc.CCC165,185 shares · 0.0% of their software$991KFlat
- GitLabGTLB39,795 shares · 0.0% of their software · price −$632K$861K−$1.2M
- BlackbaudBLKB21,974 shares · 0.0% of their software · price −$543K$848KFlat
- WorkivaWK13,916 shares · 0.0% of their software$830K−$566K
- Joint Stock Company Kaspi.kzKSPI10,258 shares · 0.0% of their software$760K+$511K
- Clearwater AnalyticsCWAN31,709 shares · 0.0% of their software$750K—
- Sportradar Group AGSRAD42,469 shares · 0.0% of their software$711KFlat
- Q2QTWO14,674 shares · 0.0% of their software$694KFlat
- AlkamiALKT44,099 shares · 0.0% of their software$691K−$1.1M
- Euronet Worldwide, Inc.EEFT10,198 shares · 0.0% of their software$677KFlat
- Grab Holdings LimitedGRAB173,365 shares · 0.0% of their software$635K−$1.4M
- SchrödingerSDGR55,405 shares · 0.0% of their software$629KFlat
- Navan, Inc.NAVN47,100 shares · 0.0% of their software$624KFlat
- LiveRamp Holdings, Inc.RAMP23,314 shares · 0.0% of their software$618KFlat
- AsanaASAN89,470 shares · 0.0% of their software · price −$654K$573K+$871K
- Global-EGLBE18,470 shares · 0.0% of their software$570KFlat
- i3 Verticals, Inc.IIIV25,327 shares · 0.0% of their software$566KFlat
- BrazeBRZE23,476 shares · 0.0% of their software$554KFlat
- Pagaya Technologies Ltd.PGY47,490 shares · 0.0% of their software$553KFlat
- nCinoNCNO36,234 shares · 0.0% of their software$543KFlat
- Agilysys, Inc.AGYS7,400 shares · 0.0% of their software$526K−$657K
- WeRide Inc.WRD62,392 shares · 0.0% of their software$505KFlat
- WixWIX5,350 shares · 0.0% of their software$482K−$569K
- WaystarWAY19,705 shares · 0.0% of their software$475KFlat
- BoxBOX19,868 shares · 0.0% of their software$470KFlat
- OneSpan Inc.OSPN44,079 shares · 0.0% of their software$464KFlat
- BlackLineBL12,076 shares · 0.0% of their software$447KFlat
- Full Truck Alliance Co. Ltd.YMM52,871 shares · 0.0% of their software$439KFlat
- PaymentusPAY16,760 shares · 0.0% of their software$426K−$594K
- Infleqtion, Inc.INFQ42,483 shares · 0.0% of their software$417KNew · Flat
- NCR Atleos CorporationNATL9,500 shares · 0.0% of their software$414K−$847K
- ElasticESTC7,694 shares · 0.0% of their software$385KFlat
- DropboxDBX16,357 shares · 0.0% of their software$372K−$861K
- monday.comMNDY5,227 shares · 0.0% of their software$361KFlat
- SailPointSAIL26,333 shares · 0.0% of their software$349KFlat
- PowerFleet, Inc.AIOT111,158 shares · 0.0% of their software$342KFlat
- Mitek Systems, Inc.MITK25,320 shares · 0.0% of their software$342KFlat
- Allot Ltd.ALLT51,008 shares · 0.0% of their software$340KFlat
- Research Solutions, Inc.RSSS146,307 shares · 0.0% of their software$331KFlat
- Alarm.com Holdings, Inc.ALRM7,300 shares · 0.0% of their software$315KFlat
- Simulations PlusSLP26,493 shares · 0.0% of their software$313KFlat
- VaronisVRNS14,511 shares · 0.0% of their software$312KFlat
- BlackBerry LimitedBB92,015 shares · 0.0% of their software$298KFlat
- Digital TurbineAPPS103,141 shares · 0.0% of their software$297KFlat
- PhreesiaPHR32,219 shares · 0.0% of their software$270KNew · +$545K
- Materialise NVMTLS53,329 shares · 0.0% of their software$263KFlat
- Datavault AI Inc.DVLT415,478 shares · 0.0% of their software$257KFlat
- Netskope, Inc.NTSK29,627 shares · 0.0% of their software$252KFlat
- Adeia Inc.ADEA9,803 shares · 0.0% of their software$236KNew · Flat
- Immersion CorporationIMMR41,625 shares · 0.0% of their software$227KFlat
- Donnelley Financial Solutions, Inc.DFIN4,775 shares · 0.0% of their software$225KNew · Flat
- FreshworksFRSH27,504 shares · 0.0% of their software$221K−$556K
- NetScout Systems, Inc.NTCT6,881 shares · 0.0% of their software$219KFlat
- DoubleVerifyDV22,945 shares · 0.0% of their software$218KFlat
- KlaviyoKVYO10,963 shares · 0.0% of their software$213KFlat
- Asure Software, Inc.ASUR22,804 shares · 0.0% of their software$196KFlat
- eGain CorporationEGAN24,339 shares · 0.0% of their software$192K−$1.1M
- PagerDutyPD30,396 shares · 0.0% of their software$189KFlat
- Telos CorporationTLS44,698 shares · 0.0% of their software$187KFlat
- VirTra, Inc.VTSI50,058 shares · 0.0% of their software$186KNew · Flat
- Bitdeer Technologies GroupBTDR21,138 shares · 0.0% of their software$183KNew · Flat
- BTQ Technologies Corp.BTQ65,572 shares · 0.0% of their software$175KFlat
- Payoneer Global Inc.PAYO35,419 shares · 0.0% of their software$171KFlat
- Remitly Global, Inc.RELY10,697 shares · 0.0% of their software$168KNew · Flat
- 8x8EGHT98,623 shares · 0.0% of their software$164KFlat
- Xperi Inc.XPER27,750 shares · 0.0% of their software$155KFlat
- Duos Technologies Group, Inc.DUOT22,075 shares · 0.0% of their software$151KFlat
- Palladyne AI Corp.PDYN22,915 shares · 0.0% of their software$139KFlat
- VertexVERX10,896 shares · 0.0% of their software$130KFlat
- Cerence Inc.CRNC20,305 shares · 0.0% of their software$128KFlat
- PagSeguro Digital Ltd.PAGS12,517 shares · 0.0% of their software$125KFlat
- CertaraCERT19,292 shares · 0.0% of their software$110K−$740K
- AvePointAVPT11,347 shares · 0.0% of their software$108KFlat
- CourseraCOUR18,335 shares · 0.0% of their software$107KFlat
- Veritone, Inc.VERI53,770 shares · 0.0% of their software$106KFlat
- Sabre CorporationSABR63,191 shares · 0.0% of their software$92KFlat
- Cognyte Software Ltd.CGNT10,421 shares · 0.0% of their software$84KFlat
- AudioEye, Inc.AEYE11,291 shares · 0.0% of their software$72KFlat
- Eva Live, Inc.GOAI15,525 shares · 0.0% of their software$58KNew · Flat
- SmartRent, Inc.SMRT37,000 shares · 0.0% of their software$56KFlat
- ZenaTech, Inc.ZENA22,364 shares · 0.0% of their software$51KFlat
- AI Financial CorporationAIFC45,129 shares · 0.0% of their software$50KFlat
- Airship AI Holdings, Inc.AISP22,140 shares · 0.0% of their software$50KFlat
- AMTD Digital Inc.HKD29,000 shares · 0.0% of their software$45KNew · Flat
- VivoPower PLCVIVO15,431 shares · 0.0% of their software$35KFlat
- Ribbon Communications Inc.RBBN15,601 shares · 0.0% of their software$33KFlat
- Rekor Systems, Inc.REKR29,673 shares · 0.0% of their software$24KFlat
- AEye, Inc.LIDR12,227 shares · 0.0% of their software$22KNew · Flat
- CISO Global Inc.CISO53,010 shares · 0.0% of their software$18KFlat
- Bridgeline Digital, Inc.BLIN19,010 shares · 0.0% of their software$15KNew · Flat
- MIND C.T.I. LtdMNDO10,900 shares · 0.0% of their software$13KFlat
- Alight, Inc.ALIT18,193 shares · 0.0% of their software$11KFlat