Generalist · Berwyn, PA
Envestnet Asset Management INC
- Software
- $8.7B
- Weight of 13F
- 2.0%
- Names
- 103
- Vs prior quarter
- +$11.6M
Filed 3 August 2026.
4,822 positions in the whole 13F.
Software held
- MicrosoftMSFT11,497,807 shares · 49.1% of their software$4.3B−$22.1M
- OracleORCL2,849,652 shares · 4.7% of their software$413M−$12.0M
- Palo Alto NetworksPANW1,010,228 shares · 3.9% of their software$345M+$171M
- CrowdStrikeCRWD399,172 shares · 3.5% of their software$305M+$140M
- AppLovinAPP438,423 shares · 2.6% of their software$226M+$30.9M
- ServiceNowNOW2,135,278 shares · 2.4% of their software$212M−$46.1M
- CadenceCDNS561,882 shares · 2.4% of their software$211M+$40.5M
- ShopifySHOP1,827,570 shares · 2.4% of their software$209M−$58.4M
- SnowflakeSNOW737,847 shares · 2.2% of their software$188M+$65.2M
- SalesforceCRM1,001,763 shares · 1.8% of their software$157M−$64.6M
- PalantirPLTR1,228,011 shares · 1.6% of their software$143M−$19.4M
- SynopsysSNPS315,493 shares · 1.6% of their software$141M−$3.3M