Generalist · Berwyn, PA
Envestnet Asset Management
Q2 2025 · compared with Q1 2025
Filed as Envestnet Asset Management INC
- Software
- $15.0B
- Weight of 13F
- 4.4%
- Names
- 179
- Net bought
- +$196M
Filed 1 August 2025 · SEC filing.
4,386 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
- MicrosoftMSFT11,022,345 shares · 36.7% of their software · price +$1.3B$5.5B+$176M
- OracleORCL3,666,737 shares · 5.4% of their software · price +$289M$802M−$16.7M
- IntuitINTU921,569 shares · 4.9% of their software · price +$160M$726MFlat
- ServiceNowNOW593,884 shares · 4.1% of their software · price +$138M$611M+$24.5M
- Automatic Data Processing, Inc.ADP1,557,392 shares · 3.2% of their software · price +$4.5M$480MFlat
- SalesforceCRM1,505,306 shares · 2.7% of their software · price +$6.5M$410M−$22.6M
- Uber Technologies, Inc.UBER4,256,525 shares · 2.7% of their software · price +$87.0M$397M+$8.2M
- CadenceCDNS1,096,105 shares · 2.3% of their software · price +$59.0M$338M−$6.1M
- Fiserv, Inc.FISV1,880,493 shares · 2.2% of their software · price −$91.1M$324MFlat
- SAPSAP969,185 shares · 2.0% of their software · price +$34.6M$295M−$11.0M
- AdobeADBE760,192 shares · 2.0% of their software · price +$2.5M$294MFlat
- Paychex, Inc.PAYX1,949,213 shares · 1.9% of their software · price −$17.2M$284M−$15.9M
- ShopifySHOP2,092,429 shares · 1.6% of their software · price +$41.6M$241M+$6.5M
- Palo Alto NetworksPANW1,076,225 shares · 1.5% of their software · price +$36.6M$220M−$2.0M
- AutodeskADSK597,751 shares · 1.2% of their software · price +$28.6M$185MFlat
- AppLovinAPP507,430 shares · 1.2% of their software · price +$43.2M$178M−$10.1M
- Roper Technologies, Inc.ROP309,632 shares · 1.2% of their software · price −$7.0M$176MFlat
- CrowdStrikeCRWD340,634 shares · 1.2% of their software · price +$53.4M$173M+$10.8M
- WorkdayWDAY713,910 shares · 1.1% of their software · price +$4.6M$171M−$3.0M
- SynopsysSNPS293,042 shares · 1.0% of their software · price +$24.6M$150M+$19.9M
- VeevaVEEV511,633 shares · 1.0% of their software · price +$28.8M$147M−$5.5M
- BroadridgeBR592,843 shares · 1.0% of their software$144M−$13.4M
- CoStarCSGP1,739,263 shares · 0.9% of their software · price +$2.0M$140M−$3.6M
- VeriskVRSK435,191 shares · 0.9% of their software · price +$6.0M$136M−$10.5M
- PalantirPLTR886,150 shares · 0.8% of their software · price +$46.0M$121M−$4.2M
- DatadogDDOG820,291 shares · 0.7% of their software · price +$28.8M$110M+$3.3M
- Tyler TechnologiesTYL164,806 shares · 0.7% of their software · price +$1.9M$97.7M+$1.3M
- The Trade DeskTTD1,249,954 shares · 0.6% of their software · price +$21.6M$90.0MFlat
- Fair IsaacFICO47,729 shares · 0.6% of their software · price −$773K$87.2M+$15.1M
- GoDaddyGDDY459,412 shares · 0.6% of their software$82.7M−$10.2M
- Check PointCHKP369,530 shares · 0.5% of their software · price −$2.5M$81.8M−$14.8M
- SnowflakeSNOW341,325 shares · 0.5% of their software · price +$26.5M$76.4M+$6.8M
- DynatraceDT1,350,271 shares · 0.5% of their software · price +$10.9M$74.5M+$3.7M
- PaycomPAYC316,114 shares · 0.5% of their software · price +$4.1M$73.1M−$3.0M
- FortinetFTNT648,605 shares · 0.5% of their software · price +$6.1M$68.6M+$4.3M
- AtlassianTEAM322,452 shares · 0.4% of their software · price −$2.9M$65.5MFlat
- CloudflareNET322,600 shares · 0.4% of their software · price +$26.8M$63.2M+$13.4M
- monday.comMNDY199,463 shares · 0.4% of their software · price +$14.2M$62.7M+$11.8M
- SS&CSSNC745,218 shares · 0.4% of their software · price −$544K$61.7M+$726K
- Amdocs LimitedDOX541,648 shares · 0.3% of their software$49.4M+$1.8M
- Bentley SystemsBSY902,984 shares · 0.3% of their software · price +$13.2M$48.7M−$2.0M
- AkamaiAKAM572,055 shares · 0.3% of their software$45.6M+$3.4M
- GuidewireGWRE192,286 shares · 0.3% of their software · price +$9.2M$45.3M−$3.1M
- NetApp, Inc.NTAP412,683 shares · 0.3% of their software · price +$7.7M$44.0M−$604K
- FactSetFDS93,657 shares · 0.3% of their software · price −$689K$41.9M−$2.6M
- HubSpotHUBS62,143 shares · 0.2% of their software · price −$911K$34.6M−$2.5M
- InterDigital, Inc.IDCC150,399 shares · 0.2% of their software · price +$2.6M$33.7M+$830K
- TwilioTWLO266,336 shares · 0.2% of their software · price +$7.0M$33.1M+$18.0M
- MorningstarMORN104,139 shares · 0.2% of their software · price +$1.5M$32.7M−$646K
- VeriSign, Inc.VRSN111,719 shares · 0.2% of their software · price +$3.9M$32.3M+$8.7M
- CCC Intelligent Solutions Holdings Inc.CCC2,849,539 shares · 0.2% of their software · price +$1.1M$26.8M+$618K
- PaylocityPCTY143,842 shares · 0.2% of their software · price −$885K$26.1M+$1.3M
- Corpay, Inc.CPAY74,241 shares · 0.2% of their software · price −$1.3M$24.6MFlat
- SPS CommerceSPSC175,800 shares · 0.2% of their software · price +$591K$23.9M−$3.9M
- DescartesDSGX228,270 shares · 0.2% of their software$23.2M−$1.3M
- DocuSignDOCU281,525 shares · 0.1% of their software · price −$988K$21.9M+$8.5M
- ProcorePCOR320,029 shares · 0.1% of their software · price +$768K$21.9M−$1.5M
- MongoDBMDB101,712 shares · 0.1% of their software · price +$3.5M$21.4M−$4.5M
- TrimbleTRMB278,073 shares · 0.1% of their software · price +$2.9M$21.1MFlat
- Manhattan AssociatesMANH102,610 shares · 0.1% of their software · price +$2.5M$20.3M−$2.2M
- ToastTOST449,771 shares · 0.1% of their software · price +$5.0M$19.9M+$2.7M
- F5, Inc.FFIV66,007 shares · 0.1% of their software · price +$1.9M$19.4MFlat
- NICENICE114,467 shares · 0.1% of their software · price +$1.7M$19.3M+$5.0M
- QualysQLYS134,955 shares · 0.1% of their software · price +$2.3M$19.3M+$880K
- Block, Inc.XYZ252,552 shares · 0.1% of their software · price +$3.4M$17.2M−$4.8M
- Clear Secure, Inc.YOU591,947 shares · 0.1% of their software · price +$1.1M$16.4M+$7.8M
- AppFolioAPPF67,728 shares · 0.1% of their software · price +$703K$15.6M−$594K
- Agilysys, Inc.AGYS131,221 shares · 0.1% of their software · price +$5.5M$15.0M−$684K
- GitLabGTLB325,170 shares · 0.1% of their software · price −$615K$14.7M+$819K
- ServiceTitanTTAN128,510 shares · 0.1% of their software · price +$1.6M$13.8MNew · +$12.2M
- Clearwater AnalyticsCWAN608,445 shares · 0.1% of their software$13.3M—
- BoxBOX356,604 shares · 0.1% of their software · price +$1.2M$12.2MFlat
- nCinoNCNO413,261 shares · 0.1% of their software$11.6M+$1.3M
- Intapp, Inc.INTA223,635 shares · 0.1% of their software · price −$1.5M$11.5M+$10.4M
- EVERTEC, Inc.EVTC318,922 shares · 0.1% of their software$11.5MFlat
- PTCPTC66,695 shares · 0.1% of their software · price +$1.2M$11.5M+$878K
- WorkivaWK166,537 shares · 0.1% of their software · price −$1.2M$11.4M−$501K
- DuolingoDUOL26,704 shares · 0.1% of their software · price +$2.7M$10.9M−$865K
- WEX Inc.WEX68,716 shares · 0.1% of their software · price −$696K$10.1M+$1.5M
- Donnelley Financial Solutions, Inc.DFIN161,998 shares · 0.1% of their software · price +$2.9M$10.0MFlat
- StoneCo Ltd.STNE612,531 shares · 0.1% of their software · price +$3.4M$9.8MNew · +$6.4M
- BlackbaudBLKB147,359 shares · 0.1% of their software$9.5M+$1.0M
- PegasystemsPEGA168,624 shares · 0.1% of their software · price −$2.6M$9.1M+$6.9M
- OktaOKTA87,540 shares · 0.1% of their software$8.8M−$913K
- ZscalerZS26,969 shares · 0.1% of their software · price +$3.1M$8.5M+$583K
- DoximityDOCS136,850 shares · 0.1% of their software$8.4M−$1.4M
- Strategy IncMSTR19,936 shares · 0.1% of their software · price +$2.3M$8.1MFlat
- Q2QTWO85,764 shares · 0.1% of their software · price +$1.2M$8.0M−$884K
- BlackLineBL141,697 shares · 0.1% of their software · price +$1.2M$8.0MFlat
- JFrogFROG175,435 shares · 0.1% of their software · price +$2.1M$7.7M−$692K
- CommvaultCVLT43,099 shares · 0.1% of their software · price +$714K$7.5M−$1.2M
- WixWIX46,507 shares · 0.0% of their software$7.4M+$1.9M
- VertexVERX200,985 shares · 0.0% of their software$7.1M−$832K
- SailPointSAIL304,581 shares · 0.0% of their software · price +$1.3M$7.0MFlat
- Shift4 Payments, Inc.FOUR69,294 shares · 0.0% of their software · price +$1.2M$6.9MFlat
- ACI WorldwideACIW142,112 shares · 0.0% of their software · price −$1.3M$6.5M−$3.3M
- Euronet Worldwide, Inc.EEFT63,561 shares · 0.0% of their software$6.4MFlat
- ePlus inc.PLUS85,540 shares · 0.0% of their software · price +$947K$6.2M−$841K
- ProgressPRGS92,675 shares · 0.0% of their software · price +$1.1M$5.9MFlat
- MagniteMGNI241,938 shares · 0.0% of their software · price +$3.1M$5.8MFlat
- Alarm.com Holdings, Inc.ALRM98,400 shares · 0.0% of their software$5.6M−$952K
- Gen DigitalGEN184,567 shares · 0.0% of their software · price +$528K$5.4M+$546K
- Calix, Inc.CALX100,228 shares · 0.0% of their software · price +$1.8M$5.3M−$1.1M
- Sabre CorporationSABR1,674,907 shares · 0.0% of their software · price +$586K$5.3MFlat
- CertaraCERT408,627 shares · 0.0% of their software · price +$736K$4.8M−$1.0M
- DoubleVerifyDV317,719 shares · 0.0% of their software · price +$508K$4.8MFlat
- AlkamiALKT136,936 shares · 0.0% of their software · price +$533K$4.1MFlat
- NutanixNTNX53,170 shares · 0.0% of their software$4.1M+$1.2M
- ZoomZM49,370 shares · 0.0% of their software$3.8M+$1.5M
- LiveRamp Holdings, Inc.RAMP115,103 shares · 0.0% of their software · price +$794K$3.8M+$1.0M
- DropboxDBX128,398 shares · 0.0% of their software$3.7M+$503K
- KlaviyoKVYO105,849 shares · 0.0% of their software$3.6MNew · +$3.2M
- Endava plcDAVA229,633 shares · 0.0% of their software · price −$962K$3.5MFlat
- SchrödingerSDGR170,105 shares · 0.0% of their software$3.4M−$800K
- Grab Holdings LimitedGRAB679,963 shares · 0.0% of their software$3.4M+$1.4M
- Rubrik, Inc.RBRK38,160 shares · 0.0% of their software · price +$1.1M$3.4MFlat
- PAR Technology CorporationPAR48,088 shares · 0.0% of their software$3.3MFlat
- TeradataTDC140,321 shares · 0.0% of their software$3.1MFlat
- Sportradar Group AGSRAD104,596 shares · 0.0% of their software · price +$676K$2.9M+$779K
- SamsaraIOT72,172 shares · 0.0% of their software$2.9M−$793K
- OpenTextOTEX98,200 shares · 0.0% of their software$2.9MFlat
- Simulations PlusSLP160,752 shares · 0.0% of their software · price −$1.1M$2.8M+$1.9M
- ElasticESTC32,215 shares · 0.0% of their software$2.7MFlat
- i3 Verticals, Inc.IIIV95,311 shares · 0.0% of their software$2.6MFlat
- VaronisVRNS39,724 shares · 0.0% of their software$2.0MFlat
- SentinelOneS98,544 shares · 0.0% of their software$1.8MFlat
- CoreWeave, Inc.CRWV10,602 shares · 0.0% of their software · price +$1.3M$1.7MNew · Flat
- Radware Ltd.RDWR57,361 shares · 0.0% of their software$1.7MFlat
- FreshworksFRSH110,654 shares · 0.0% of their software$1.6MFlat
- NCR Atleos CorporationNATL52,523 shares · 0.0% of their software$1.5MFlat
- Full Truck Alliance Co. Ltd.YMM109,608 shares · 0.0% of their software$1.3MFlat
- DigitalOceanDOCN44,840 shares · 0.0% of their software$1.3M−$1.1M
- Remitly Global, Inc.RELY64,490 shares · 0.0% of their software$1.2MFlat
- UiPathPATH88,218 shares · 0.0% of their software$1.1MFlat
- Kingsoft Cloud Holdings LimitedKC86,481 shares · 0.0% of their software$1.1MFlat
- PDF Solutions, Inc.PDFS49,553 shares · 0.0% of their software$1.1MFlat
- TenableTENB29,614 shares · 0.0% of their software$1.0MFlat
- PhreesiaPHR34,041 shares · 0.0% of their software$969KFlat
- PagerDutyPD61,434 shares · 0.0% of their software$939K−$1.8M
- Payoneer Global Inc.PAYO130,302 shares · 0.0% of their software$893KFlat
- Core Scientific, Inc.CORZ51,539 shares · 0.0% of their software · price +$507K$880KSplit
- Materialise NVMTLS149,783 shares · 0.0% of their software$846KFlat
- RingCentralRNG29,033 shares · 0.0% of their software$823KFlat
- WaystarWAY18,961 shares · 0.0% of their software$775KFlat
- Five9FIVN28,225 shares · 0.0% of their software$747K−$552K
- SemrushSEMR68,875 shares · 0.0% of their software$623K—
- Paysafe LimitedPSFE47,923 shares · 0.0% of their software$605KFlat
- Adeia Inc.ADEA38,015 shares · 0.0% of their software$538KFlat
- Alight, Inc.ALIT87,715 shares · 0.0% of their software$496KFlat
- Arqit Quantum Inc.ARQQ11,703 shares · 0.0% of their software$433KFlat
- AvePointAVPT22,244 shares · 0.0% of their software$430KFlat
- Zeta GlobalZETA27,091 shares · 0.0% of their software$420KFlat
- NetScout Systems, Inc.NTCT16,651 shares · 0.0% of their software$413KNew · Flat
- International Money Express, Inc.IMXI40,275 shares · 0.0% of their software$406KFlat
- OneSpan Inc.OSPN23,068 shares · 0.0% of their software$385KFlat
- BlackBerry LimitedBB64,366 shares · 0.0% of their software$295KNew · Flat
- Cellebrite DI Ltd.CLBT18,242 shares · 0.0% of their software$292KFlat
- BrazeBRZE10,334 shares · 0.0% of their software$290K−$2.7M
- Consensus Cloud Solutions, Inc.CCSI12,565 shares · 0.0% of their software$290KFlat
- C3.aiAI11,542 shares · 0.0% of their software$284KFlat
- Sprout SocialSPT12,421 shares · 0.0% of their software$260KFlat
- Asure Software, Inc.ASUR25,418 shares · 0.0% of their software$248KFlat
- VTEXVTEX36,156 shares · 0.0% of their software$239KFlat
- UnityU9,850 shares · 0.0% of their software$238KNew · Flat
- Global-EGLBE6,341 shares · 0.0% of their software$213K−$1.6M
- Diebold Nixdorf, IncorporatedDBD3,795 shares · 0.0% of their software$210KNew · Flat
- SoundHound AI, Inc.SOUN18,797 shares · 0.0% of their software$202KFlat
- YextYEXT22,950 shares · 0.0% of their software$195KFlat
- Cognyte Software Ltd.CGNT18,776 shares · 0.0% of their software$173KFlat
- Viant Technology Inc.DSP12,579 shares · 0.0% of their software$166KNew · Flat
- ZoomInfoZI16,349 shares · 0.0% of their software$165KFlat
- Palladyne AI Corp.PDYN18,903 shares · 0.0% of their software$164KFlat
- Riskified Ltd.RSKD24,250 shares · 0.0% of their software$121KFlat
- Ribbon Communications Inc.RBBN29,892 shares · 0.0% of their software$120KFlat
- Xperi Inc.XPER12,195 shares · 0.0% of their software$96KFlat
- Commerce.com, Inc.CMRC18,109 shares · 0.0% of their software$91KFlat
- Digital TurbineAPPS15,000 shares · 0.0% of their software$89KFlat
- Health CatalystHCAT19,319 shares · 0.0% of their software$73KFlat
- Nerdy Inc.NRDY32,417 shares · 0.0% of their software$53KFlat