Generalist · Berwyn, PA
Envestnet Asset Management
Q1 2025 · compared with Q4 2024
Filed as Envestnet Asset Management INC
- Software
- $12.2B
- Weight of 13F
- 4.0%
- Names
- 174
- Net bought
- +$12.4M
Filed 29 April 2025 · SEC filing.
4,302 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 2026169 names$10.3B−$476M
- Q1 2026171 names$10.1B+$780M
- Q4 2025171 names$12.4B+$458M
- Q3 2025185 names$15.1B−$34.3M
- Q2 2025179 names$15.0B+$196M
- Q1 2025174 names$12.2B+$12.4M
- Q4 2024170 names$13.3B+$502M
- Q3 2024165 names$12.5B−$120M
- Q2 2024161 names$12.2B+$347M
- Q1 2024158 names$11.8B+$493M
- Q4 2023156 names$10.5B+$235M
- Q3 2023151 names$8.7B+$1.8B
- Q2 2023145 names$7.2B−$1.6B
- Q1 2023147 names$6.1B+$1.7B
- Q4 2022141 names$5.0B+$245M
- Q3 2022137 names$4.6B+$160M
- Q2 2022135 names$4.9B+$1.0B
- Q1 2022142 names$6.0B+$490M
- Q4 2021146 names$6.4B+$277M
- Q3 2021140 names$5.7B+$241M
- Q2 2021132 names$5.3B+$1.3B
- Q1 2021122 names$4.5B+$836M
- Q4 2020111 names$3.7B+$264M
- Q3 202098 names$3.1B+$76.4M
- Q2 202092 names$2.8B+$223M
- Q1 202089 names$1.9B+$119M
- Q4 201989 names$1.9B+$150M
- Q3 201982 names$1.6B+$86.7M
- Q2 201981 names$1.6B+$92.2M
- Q1 201974 names$1.3B+$69.2M
- Q4 201871 names$1.0B+$1.1B
- Q3 201824 names$144M−$198M
- Q2 201874 names$324M+$100M
- Q1 201870 names$203M−$279M
- Q4 201770 names$470M+$7.6M
- Q3 201767 names$429M−$13.2M
- Q2 201769 names$425MFlat
- Q1 201768 names$396M+$9.0M
- Q4 201667 names$356M+$6.6M
- Q3 201660 names$341M−$86.8M
- Q2 201660 names$410M—
What moved the book
The five software lines with the largest share change this quarter.
Software held
- MicrosoftMSFT10,552,235 shares · 32.5% of their software · price −$487M$4.0B+$98.7M
- IntuitINTU922,292 shares · 4.6% of their software · price −$13.4M$566M−$30.0M
- OracleORCL3,786,402 shares · 4.3% of their software · price −$102M$529M−$32.4M
- Automatic Data Processing, Inc.ADP1,570,969 shares · 3.9% of their software · price +$20.1M$480M−$17.4M
- ServiceNowNOW563,053 shares · 3.7% of their software · price −$149M$448M−$28.7M
- SalesforceCRM1,589,450 shares · 3.5% of their software · price −$105M$427M+$32.1M
- Fiserv, Inc.FISV1,896,313 shares · 3.4% of their software · price +$29.2M$419M+$20.7M
- Paychex, Inc.PAYX2,052,210 shares · 2.6% of their software · price +$28.9M$317M−$34.6M
- Uber Technologies, Inc.UBER4,143,793 shares · 2.5% of their software · price +$52.0M$302M+$10.3M
- AdobeADBE767,517 shares · 2.4% of their software · price −$46.9M$294M−$34.9M
- CadenceCDNS1,119,971 shares · 2.3% of their software · price −$51.7M$285M+$32.3M
- SAPSAP1,010,018 shares · 2.2% of their software · price +$22.5M$271M−$39.9M
- ShopifySHOP2,024,792 shares · 1.6% of their software · price −$22.0M$193M−$4.1M
- Palo Alto NetworksPANW1,087,762 shares · 1.5% of their software · price −$12.3M$186M−$6.1M
- Roper Technologies, Inc.ROP310,038 shares · 1.5% of their software · price +$21.6M$183MFlat
- WorkdayWDAY726,845 shares · 1.4% of their software · price −$17.8M$170M−$4.6M
- AutodeskADSK602,899 shares · 1.3% of their software · price −$20.4M$158M−$21.6M
- BroadridgeBR648,036 shares · 1.3% of their software · price +$10.6M$157M−$15.0M
- AppLovinAPP545,418 shares · 1.2% of their software · price −$32.1M$145M−$11.0M
- CoStarCSGP1,785,263 shares · 1.2% of their software · price +$13.6M$141M−$1.9M
- VeriskVRSK470,374 shares · 1.1% of their software · price +$10.4M$140M−$7.7M
- VeevaVEEV535,490 shares · 1.0% of their software · price +$11.4M$124MFlat
- CrowdStrikeCRWD310,068 shares · 0.9% of their software · price +$3.2M$109M−$14.0M
- SynopsysSNPS246,615 shares · 0.9% of their software · price −$13.9M$106M+$35.2M
- Check PointCHKP434,329 shares · 0.8% of their software · price +$17.9M$99.0MFlat
- Tyler TechnologiesTYL162,541 shares · 0.8% of their software · price +$772K$94.5M+$6.0M
- GoDaddyGDDY515,887 shares · 0.8% of their software · price −$8.9M$92.9M−$19.9M
- PalantirPLTR936,286 shares · 0.6% of their software · price +$8.2M$79.0M+$26.0M
- DatadogDDOG787,344 shares · 0.6% of their software · price −$34.4M$78.1M+$22.3M
- Fair IsaacFICO39,530 shares · 0.6% of their software · price −$5.8M$72.9M−$7.2M
- PaycomPAYC329,682 shares · 0.6% of their software · price +$4.5M$72.0M−$2.2M
- AtlassianTEAM324,361 shares · 0.6% of their software · price −$10.1M$68.8M−$4.9M
- The Trade DeskTTD1,257,022 shares · 0.6% of their software · price −$79.0M$68.8M+$44.5M
- SS&CSSNC736,523 shares · 0.5% of their software · price +$5.7M$61.5M+$13.4M
- DynatraceDT1,271,948 shares · 0.5% of their software · price −$9.2M$60.0M−$3.6M
- FortinetFTNT604,389 shares · 0.5% of their software · price +$1.1M$58.2M−$4.0M
- Amdocs LimitedDOX521,669 shares · 0.4% of their software · price +$3.3M$47.7M+$906K
- FactSetFDS99,270 shares · 0.4% of their software · price −$2.5M$45.1M−$10.5M
- SnowflakeSNOW294,981 shares · 0.4% of their software · price −$2.4M$43.1M+$4.9M
- AkamaiAKAM529,211 shares · 0.3% of their software · price −$8.0M$42.6M−$7.1M
- GuidewireGWRE208,689 shares · 0.3% of their software · price +$3.9M$39.1MFlat
- HubSpotHUBS66,516 shares · 0.3% of their software · price −$8.3M$38.0M−$961K
- Bentley SystemsBSY953,850 shares · 0.3% of their software · price −$7.0M$37.5M−$5.5M
- NetApp, Inc.NTAP419,556 shares · 0.3% of their software · price −$11.8M$36.9M+$4.3M
- monday.comMNDY150,923 shares · 0.3% of their software · price +$1.2M$36.7M−$5.6M
- MorningstarMORN106,294 shares · 0.3% of their software · price −$3.9M$31.9M+$4.1M
- InterDigital, Inc.IDCC146,384 shares · 0.2% of their software · price +$1.9M$30.3M+$2.2M
- SPS CommerceSPSC205,040 shares · 0.2% of their software · price −$10.5M$27.2M−$1.9M
- Corpay, Inc.CPAY75,204 shares · 0.2% of their software · price +$775K$26.2M−$835K
- PaylocityPCTY136,866 shares · 0.2% of their software · price −$1.7M$25.6M+$1.2M
- CCC Intelligent Solutions Holdings Inc.CCC2,781,121 shares · 0.2% of their software · price −$7.5M$25.1M+$804K
- DescartesDSGX241,461 shares · 0.2% of their software · price −$3.1M$24.3MFlat
- CloudflareNET203,450 shares · 0.2% of their software · price +$1.0M$22.9MFlat
- ProcorePCOR343,443 shares · 0.2% of their software · price −$3.1M$22.7M−$611K
- MongoDBMDB127,425 shares · 0.2% of their software · price −$7.3M$22.4M+$9.2M
- Manhattan AssociatesMANH115,382 shares · 0.2% of their software · price −$11.2M$20.0M−$8.7M
- VeriSign, Inc.VRSN77,564 shares · 0.2% of their software · price +$3.6M$19.7M−$5.6M
- TrimbleTRMB283,216 shares · 0.2% of their software · price −$1.4M$18.6M+$721K
- Block, Inc.XYZ341,037 shares · 0.2% of their software · price −$10.5M$18.5M+$932K
- F5, Inc.FFIV67,777 shares · 0.1% of their software · price +$1.0M$18.0M−$3.5M
- QualysQLYS127,969 shares · 0.1% of their software · price −$1.8M$16.1M−$5.6M
- AppFolioAPPF70,429 shares · 0.1% of their software · price −$1.9M$15.5M+$12.2M
- GitLabGTLB307,749 shares · 0.1% of their software · price −$2.9M$14.5M+$657K
- DocuSignDOCU177,232 shares · 0.1% of their software · price −$1.5M$14.4MFlat
- WorkivaWK173,141 shares · 0.1% of their software · price −$5.8M$13.1M−$1.4M
- NICENICE82,212 shares · 0.1% of their software · price −$1.3M$12.7M−$7.7M
- ToastTOST369,803 shares · 0.1% of their software · price −$1.2M$12.3M+$2.0M
- EVERTEC, Inc.EVTC332,121 shares · 0.1% of their software · price +$744K$12.2MFlat
- BoxBOX359,949 shares · 0.1% of their software$11.1MFlat
- ACI WorldwideACIW201,666 shares · 0.1% of their software · price +$565K$11.0M−$655K
- Agilysys, Inc.AGYS140,646 shares · 0.1% of their software · price −$8.3M$10.2M+$4.6M
- OktaOKTA96,217 shares · 0.1% of their software · price +$2.5M$10.1M+$3.1M
- nCinoNCNO364,577 shares · 0.1% of their software · price −$2.2M$10.0M−$700K
- Clearwater AnalyticsCWAN366,188 shares · 0.1% of their software$9.8M—
- PTCPTC61,027 shares · 0.1% of their software · price −$1.8M$9.5M−$5.6M
- DoximityDOCS160,873 shares · 0.1% of their software · price +$746K$9.3MFlat
- WEX Inc.WEX59,053 shares · 0.1% of their software · price −$1.1M$9.3MFlat
- DuolingoDUOL29,490 shares · 0.1% of their software$9.2M−$878K
- BlackbaudBLKB131,033 shares · 0.1% of their software · price −$1.6M$8.1MFlat
- TwilioTWLO82,120 shares · 0.1% of their software · price −$835K$8.0M+$3.8M
- CommvaultCVLT50,667 shares · 0.1% of their software$8.0MFlat
- VertexVERX224,762 shares · 0.1% of their software · price −$4.1M$7.9M+$2.4M
- Q2QTWO96,811 shares · 0.1% of their software · price −$2.0M$7.7MFlat
- Donnelley Financial Solutions, Inc.DFIN172,622 shares · 0.1% of their software · price −$3.3M$7.5M+$651K
- Clear Secure, Inc.YOU289,756 shares · 0.1% of their software$7.5M+$2.8M
- BlackLineBL146,838 shares · 0.1% of their software · price −$1.8M$7.1MFlat
- Alarm.com Holdings, Inc.ALRM115,505 shares · 0.1% of their software · price −$595K$6.4MFlat
- Euronet Worldwide, Inc.EEFT59,107 shares · 0.1% of their software$6.3M−$2.1M
- JFrogFROG197,055 shares · 0.1% of their software · price +$510K$6.3MFlat
- ePlus inc.PLUS99,314 shares · 0.0% of their software · price −$1.3M$6.1M+$643K
- SailPointSAIL314,970 shares · 0.0% of their software$5.9MNew · +$5.9M
- Shift4 Payments, Inc.FOUR72,194 shares · 0.0% of their software · price −$1.6M$5.9M+$1.2M
- WixWIX35,177 shares · 0.0% of their software · price −$1.8M$5.7M+$1.6M
- Strategy IncMSTR19,141 shares · 0.0% of their software$5.5M+$937K
- CertaraCERT511,235 shares · 0.0% of their software$5.1M+$1.0M
- Endava plcDAVA251,407 shares · 0.0% of their software · price −$2.9M$4.9M+$3.9M
- PegasystemsPEGA69,600 shares · 0.0% of their software · price −$1.6M$4.8M+$3.4M
- ZscalerZS24,029 shares · 0.0% of their software$4.8MFlat
- DoubleVerifyDV353,922 shares · 0.0% of their software · price −$2.1M$4.7M−$6.2M
- Sabre CorporationSABR1,683,647 shares · 0.0% of their software · price −$1.4M$4.7MFlat
- ProgressPRGS91,480 shares · 0.0% of their software · price −$1.2M$4.7MFlat
- Calix, Inc.CALX130,303 shares · 0.0% of their software$4.6M−$776K
- BILLBILL98,875 shares · 0.0% of their software · price −$3.8M$4.5M+$1.6M
- Gen DigitalGEN164,012 shares · 0.0% of their software$4.4M+$597K
- SchrödingerSDGR210,634 shares · 0.0% of their software$4.2MFlat
- SamsaraIOT92,873 shares · 0.0% of their software$3.6M+$1.9M
- TeradataTDC149,462 shares · 0.0% of their software · price −$1.3M$3.4M+$1.8M
- AlkamiALKT125,019 shares · 0.0% of their software · price −$1.3M$3.3MFlat
- BrazeBRZE86,257 shares · 0.0% of their software · price −$500K$3.1MFlat
- DropboxDBX109,549 shares · 0.0% of their software$2.9M+$2.1M
- PagerDutyPD158,541 shares · 0.0% of their software$2.9MFlat
- ElasticESTC31,743 shares · 0.0% of their software$2.8M+$733K
- PAR Technology CorporationPAR44,673 shares · 0.0% of their software · price −$506K$2.7M+$1.1M
- Intapp, Inc.INTA45,518 shares · 0.0% of their software$2.7MFlat
- NutanixNTNX36,549 shares · 0.0% of their software$2.6MFlat
- DigitalOceanDOCN76,410 shares · 0.0% of their software$2.6MFlat
- MagniteMGNI220,544 shares · 0.0% of their software · price −$995K$2.5M+$503K
- Rubrik, Inc.RBRK39,826 shares · 0.0% of their software$2.4M+$1.9M
- OpenTextOTEX91,358 shares · 0.0% of their software$2.3M+$509K
- i3 Verticals, Inc.IIIV93,430 shares · 0.0% of their software$2.3MFlat
- ZoomZM29,353 shares · 0.0% of their software$2.2MFlat
- Simulations PlusSLP82,286 shares · 0.0% of their software$2.0MFlat
- LiveRamp Holdings, Inc.RAMP76,230 shares · 0.0% of their software$2.0MFlat
- Global-EGLBE52,347 shares · 0.0% of their software · price −$988K$1.9M−$502K
- Grab Holdings LimitedGRAB365,947 shares · 0.0% of their software$1.7MFlat
- VaronisVRNS40,332 shares · 0.0% of their software$1.6MFlat
- Joint Stock Company Kaspi.kzKSPI17,250 shares · 0.0% of their software$1.6MFlat
- Sportradar Group AGSRAD68,544 shares · 0.0% of their software$1.5M+$671K
- SentinelOneS77,436 shares · 0.0% of their software$1.4MFlat
- Five9FIVN48,543 shares · 0.0% of their software · price −$655K$1.3M+$702K
- NCR Atleos CorporationNATL48,122 shares · 0.0% of their software$1.3MFlat
- Remitly Global, Inc.RELY59,590 shares · 0.0% of their software$1.2MFlat
- FreshworksFRSH82,502 shares · 0.0% of their software$1.2M+$971K
- UiPathPATH107,087 shares · 0.0% of their software$1.1MFlat
- Kingsoft Cloud Holdings LimitedKC76,189 shares · 0.0% of their software$1.1MNew · +$799K
- Radware Ltd.RDWR48,120 shares · 0.0% of their software$1.0MFlat
- Payoneer Global Inc.PAYO142,016 shares · 0.0% of their software$1.0MNew · +$1.4M
- Full Truck Alliance Co. Ltd.YMM80,491 shares · 0.0% of their software$1.0MFlat
- Core Scientific, Inc.CORZ141,399 shares · 0.0% of their software · price −$963K$1.0MFlat
- PDF Solutions, Inc.PDFS52,156 shares · 0.0% of their software$997KFlat
- TenableTENB24,986 shares · 0.0% of their software$874KFlat
- Paysafe LimitedPSFE49,244 shares · 0.0% of their software$773KFlat
- FlywireFLYW80,216 shares · 0.0% of their software · price −$892K$762KFlat
- Materialise NVMTLS139,409 shares · 0.0% of their software$686KFlat
- RingCentralRNG26,110 shares · 0.0% of their software$646KFlat
- PhreesiaPHR23,183 shares · 0.0% of their software$593KFlat
- SemrushSEMR61,218 shares · 0.0% of their software$571K—
- Sprout SocialSPT23,703 shares · 0.0% of their software$521KFlat
- Cellebrite DI Ltd.CLBT26,372 shares · 0.0% of their software$512KNew · +$581K
- Riskified Ltd.RSKD110,012 shares · 0.0% of their software$508KFlat
- Alight, Inc.ALIT52,629 shares · 0.0% of their software$312KFlat
- C3.aiAI14,573 shares · 0.0% of their software$307KFlat
- Zeta GlobalZETA21,984 shares · 0.0% of their software$298KFlat
- Consensus Cloud Solutions, Inc.CCSI12,698 shares · 0.0% of their software$293KNew · Flat
- OneSpan Inc.OSPN18,636 shares · 0.0% of their software$284KNew · Flat
- International Money Express, Inc.IMXI21,291 shares · 0.0% of their software$269K−$1.3M
- Adeia Inc.ADEA19,239 shares · 0.0% of their software$254KFlat
- Asure Software, Inc.ASUR24,952 shares · 0.0% of their software$238KFlat
- WaystarWAY5,791 shares · 0.0% of their software$216KNew · Flat
- PaymentusPAY7,716 shares · 0.0% of their software$201KNew · Flat
- SoundHound AI, Inc.SOUN21,928 shares · 0.0% of their software$178KFlat
- VTEXVTEX33,987 shares · 0.0% of their software$172KFlat
- Arqit Quantum Inc.ARQQ12,351 shares · 0.0% of their software$171KFlat
- Cognyte Software Ltd.CGNT21,344 shares · 0.0% of their software$166KFlat
- ZoomInfoZI16,499 shares · 0.0% of their software$165K—
- YextYEXT25,157 shares · 0.0% of their software$155KFlat
- AvePointAVPT10,597 shares · 0.0% of their software$153KFlat
- Ribbon Communications Inc.RBBN32,113 shares · 0.0% of their software$126KFlat
- Palladyne AI Corp.PDYN18,903 shares · 0.0% of their software$111KFlat
- Xperi Inc.XPER13,590 shares · 0.0% of their software$105KFlat
- Commerce.com, Inc.CMRC17,792 shares · 0.0% of their software$102KFlat
- Health CatalystHCAT20,518 shares · 0.0% of their software$93KFlat
- Digital TurbineAPPS15,000 shares · 0.0% of their software$41KFlat
- Nerdy Inc.NRDY27,623 shares · 0.0% of their software$39KNew · Flat