Generalist · Berwyn, PA
Envestnet Asset Management
Q3 2025 · compared with Q2 2025
Filed as Envestnet Asset Management INC
- Software
- $15.1B
- Weight of 13F
- 4.4%
- Names
- 185
- Net bought
- −$34.3M
Filed 5 November 2025 · SEC filing.
4,460 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
- MicrosoftMSFT11,030,769 shares · 37.8% of their software · price +$227M$5.7BFlat
- OracleORCL3,473,540 shares · 6.5% of their software · price +$217M$977M−$42.2M
- IntuitINTU936,227 shares · 4.2% of their software · price −$98.0M$639M+$11.5M
- ServiceNowNOW592,046 shares · 3.6% of their software · price −$63.8M$545MFlat
- Uber Technologies, Inc.UBER5,277,463 shares · 3.4% of their software · price +$24.6M$517M+$95.3M
- Automatic Data Processing, Inc.ADP1,517,208 shares · 2.9% of their software · price −$22.6M$445M−$12.4M
- CadenceCDNS1,000,954 shares · 2.3% of their software · price +$43.2M$352M−$29.3M
- AppLovinAPP470,289 shares · 2.2% of their software · price +$173M$338M−$13.0M
- SalesforceCRM1,347,924 shares · 2.1% of their software · price −$48.1M$319M−$42.9M
- ShopifySHOP1,937,210 shares · 1.9% of their software · price +$64.4M$288M−$17.9M
- SAPSAP944,835 shares · 1.7% of their software · price −$34.9M$252M−$7.4M
- Paychex, Inc.PAYX1,979,330 shares · 1.7% of their software · price −$37.0M$251M+$4.4M
- VeevaVEEV821,286 shares · 1.6% of their software · price +$8.2M$245M+$89.2M
- Palo Alto NetworksPANW1,162,652 shares · 1.6% of their software · price −$1.2M$237M+$17.7M
- Fiserv, Inc.FISV1,651,771 shares · 1.4% of their software · price −$71.8M$213M−$39.4M
- AdobeADBE598,693 shares · 1.4% of their software · price −$20.4M$211M−$62.5M
- SynopsysSNPS375,175 shares · 1.2% of their software · price −$7.2M$185M+$42.1M
- AutodeskADSK572,080 shares · 1.2% of their software · price +$4.6M$182M−$7.9M
- PalantirPLTR974,280 shares · 1.2% of their software · price +$44.9M$178M+$12.0M
- CrowdStrikeCRWD336,227 shares · 1.1% of their software · price −$6.4M$165M−$2.2M
- VeriSign, Inc.VRSN552,008 shares · 1.0% of their software · price −$5.1M$154M+$127M
- Roper Technologies, Inc.ROP290,070 shares · 1.0% of their software · price −$19.8M$145M−$11.1M
- CoStarCSGP1,709,175 shares · 1.0% of their software · price +$6.8M$144M−$2.4M
- BroadridgeBR563,281 shares · 0.9% of their software · price −$2.7M$134M−$7.2M
- SnowflakeSNOW571,221 shares · 0.9% of their software · price +$1.0M$129M+$51.4M
- VeriskVRSK414,532 shares · 0.7% of their software · price −$24.9M$104M−$6.4M
- DatadogDDOG646,061 shares · 0.6% of their software · price +$5.2M$92.0M−$23.4M
- Tyler TechnologiesTYL172,932 shares · 0.6% of their software · price −$12.0M$90.5M+$4.8M
- WorkdayWDAY350,599 shares · 0.6% of their software$84.4M−$87.2M
- Check PointCHKP362,685 shares · 0.5% of their software · price −$5.2M$75.0M−$1.5M
- SS&CSSNC767,765 shares · 0.5% of their software · price +$4.6M$68.1M+$1.9M
- CloudflareNET298,371 shares · 0.4% of their software · price +$5.6M$64.0M−$4.7M
- PaycomPAYC301,539 shares · 0.4% of their software · price −$7.0M$62.8M−$3.4M
- Fair IsaacFICO38,194 shares · 0.4% of their software · price −$12.7M$57.2M−$17.4M
- InterDigital, Inc.IDCC151,079 shares · 0.3% of their software · price +$18.3M$52.2MFlat
- NetApp, Inc.NTAP432,772 shares · 0.3% of their software · price +$5.2M$51.3M+$2.1M
- GoDaddyGDDY373,675 shares · 0.3% of their software · price −$16.2M$51.1M−$15.4M
- The Trade DeskTTD1,019,812 shares · 0.3% of their software · price −$23.4M$50.0M−$16.6M
- DynatraceDT1,020,781 shares · 0.3% of their software · price −$6.9M$49.5M−$18.2M
- Bentley SystemsBSY954,867 shares · 0.3% of their software · price −$2.4M$49.2M+$2.8M
- monday.comMNDY218,174 shares · 0.3% of their software · price −$26.4M$42.3M+$5.9M
- GuidewireGWRE182,749 shares · 0.3% of their software · price −$1.0M$42.0M−$2.2M
- TrimbleTRMB481,877 shares · 0.3% of their software · price +$2.7M$39.3M+$15.5M
- AkamaiAKAM491,333 shares · 0.2% of their software · price −$2.0M$37.2M−$6.4M
- ProcorePCOR419,735 shares · 0.2% of their software · price +$1.9M$30.6M+$6.8M
- FortinetFTNT354,523 shares · 0.2% of their software · price −$7.7M$29.8M−$31.1M
- AtlassianTEAM170,274 shares · 0.2% of their software · price −$7.4M$27.2M−$30.9M
- CCC Intelligent Solutions Holdings Inc.CCC2,906,378 shares · 0.2% of their software · price −$872K$26.5M+$535K
- NICENICE182,438 shares · 0.2% of their software · price −$4.4M$26.4M+$11.5M
- FactSetFDS90,362 shares · 0.2% of their software · price −$14.5M$25.9M−$1.5M
- MorningstarMORN110,885 shares · 0.2% of their software · price −$9.1M$25.7M+$2.1M
- HubSpotHUBS54,510 shares · 0.2% of their software · price −$4.8M$25.5M−$4.2M
- Amdocs LimitedDOX294,274 shares · 0.2% of their software · price −$2.7M$24.1M−$22.6M
- ToastTOST617,810 shares · 0.1% of their software · price −$4.8M$22.6M+$7.4M
- DocuSignDOCU312,859 shares · 0.1% of their software · price −$1.8M$22.6M+$2.4M
- PaylocityPCTY140,029 shares · 0.1% of their software · price −$3.1M$22.3M−$691K
- Corpay, Inc.CPAY76,770 shares · 0.1% of their software · price −$3.4M$22.1M+$839K
- Clear Secure, Inc.YOU601,298 shares · 0.1% of their software · price +$3.4M$20.1MFlat
- ACI WorldwideACIW378,990 shares · 0.1% of their software · price +$2.6M$20.0M+$10.9M
- F5, Inc.FFIV60,334 shares · 0.1% of their software · price +$1.7M$19.5M−$1.7M
- DescartesDSGX206,757 shares · 0.1% of their software · price −$1.5M$19.5M−$2.2M
- ServiceTitanTTAN190,976 shares · 0.1% of their software · price −$1.2M$19.3M+$6.7M
- Manhattan AssociatesMANH93,101 shares · 0.1% of their software · price +$699K$19.1M−$1.9M
- SamsaraIOT509,554 shares · 0.1% of their software · price −$1.3M$19.0M+$17.4M
- QualysQLYS140,171 shares · 0.1% of their software · price −$1.5M$18.5M+$745K
- TwilioTWLO181,349 shares · 0.1% of their software · price −$4.4M$18.2M−$10.6M
- AppFolioAPPF65,341 shares · 0.1% of their software · price +$3.0M$18.0M−$550K
- SPS CommerceSPSC168,896 shares · 0.1% of their software · price −$5.4M$17.6M−$940K
- Block, Inc.XYZ236,385 shares · 0.1% of their software · price +$1.0M$17.1M−$1.1M
- ePlus inc.PLUS237,668 shares · 0.1% of their software$16.9M+$11.0M
- GitLabGTLB320,777 shares · 0.1% of their software$14.5MFlat
- Agilysys, Inc.AGYS136,569 shares · 0.1% of their software · price −$1.3M$14.4M+$613K
- PTCPTC69,254 shares · 0.1% of their software · price +$2.1M$14.1MFlat
- WorkivaWK160,100 shares · 0.1% of their software · price +$2.8M$13.8MFlat
- MongoDBMDB44,321 shares · 0.1% of their software · price +$4.4M$13.8M−$12.1M
- Intapp, Inc.INTA316,430 shares · 0.1% of their software · price −$3.4M$12.9M+$4.8M
- StoneCo Ltd.STNE647,957 shares · 0.1% of their software · price +$1.9M$12.3M+$568K
- PegasystemsPEGA204,718 shares · 0.1% of their software · price +$690K$11.8M+$2.0M
- DuolingoDUOL34,870 shares · 0.1% of their software · price −$3.1M$11.2M+$3.3M
- BoxBOX340,418 shares · 0.1% of their software · price −$647K$11.0M−$553K
- WEX Inc.WEX67,694 shares · 0.1% of their software · price +$720K$10.7MFlat
- DoximityDOCS137,868 shares · 0.1% of their software · price +$1.6M$10.1MFlat
- AlkamiALKT404,110 shares · 0.1% of their software · price −$2.1M$10.0M+$8.1M
- BlackbaudBLKB151,177 shares · 0.1% of their software$9.7MFlat
- EVERTEC, Inc.EVTC284,937 shares · 0.1% of their software · price −$647K$9.6M−$1.2M
- Clearwater AnalyticsCWAN509,972 shares · 0.1% of their software$9.2M—
- ZscalerZS29,418 shares · 0.1% of their software$8.8M+$769K
- nCinoNCNO324,988 shares · 0.1% of their software$8.8M−$2.5M
- SailPointSAIL395,738 shares · 0.1% of their software$8.7M+$2.1M
- OktaOKTA90,629 shares · 0.1% of their software · price −$750K$8.3MFlat
- Q2QTWO113,971 shares · 0.1% of their software · price −$2.4M$8.3M+$2.6M
- CommvaultCVLT42,065 shares · 0.1% of their software · price +$608K$7.9MFlat
- JFrogFROG164,475 shares · 0.1% of their software · price +$567K$7.8MFlat
- BlackLineBL142,940 shares · 0.1% of their software · price −$503K$7.6MFlat
- CoreWeave, Inc.CRWV55,095 shares · 0.0% of their software · price −$1.4M$7.5M+$7.3M
- Strategy IncMSTR22,604 shares · 0.0% of their software · price −$1.9M$7.3M+$1.1M
- WixWIX32,811 shares · 0.0% of their software · price +$629K$5.8M−$2.2M
- Gen DigitalGEN201,759 shares · 0.0% of their software$5.7M+$505K
- Calix, Inc.CALX90,244 shares · 0.0% of their software · price +$738K$5.5M−$531K
- Alarm.com Holdings, Inc.ALRM102,407 shares · 0.0% of their software$5.4MFlat
- Donnelley Financial Solutions, Inc.DFIN101,502 shares · 0.0% of their software · price −$1.0M$5.2M−$3.7M
- Euronet Worldwide, Inc.EEFT58,353 shares · 0.0% of their software · price −$792K$5.1M−$528K
- i3 Verticals, Inc.IIIV148,922 shares · 0.0% of their software · price +$742K$4.8M+$1.5M
- VertexVERX193,519 shares · 0.0% of their software · price −$2.0M$4.8MFlat
- Shift4 Payments, Inc.FOUR60,524 shares · 0.0% of their software · price −$1.3M$4.7M−$869K
- NutanixNTNX61,781 shares · 0.0% of their software$4.6M+$658K
- CertaraCERT366,695 shares · 0.0% of their software$4.5MFlat
- DoubleVerifyDV366,702 shares · 0.0% of their software · price −$1.1M$4.4M+$733K
- ZoomZM53,140 shares · 0.0% of their software$4.4MFlat
- DropboxDBX140,669 shares · 0.0% of their software$4.2MFlat
- OpenTextOTEX110,214 shares · 0.0% of their software · price +$902K$4.1MFlat
- MagniteMGNI170,152 shares · 0.0% of their software$3.7M−$1.7M
- Grab Holdings LimitedGRAB597,282 shares · 0.0% of their software · price +$591K$3.6MFlat
- LiveRamp Holdings, Inc.RAMP125,881 shares · 0.0% of their software · price −$743K$3.4MFlat
- Sportradar Group AGSRAD114,218 shares · 0.0% of their software$3.1MFlat
- Rubrik, Inc.RBRK36,038 shares · 0.0% of their software$3.0MFlat
- Simulations PlusSLP193,869 shares · 0.0% of their software$2.9M+$578K
- Sabre CorporationSABR1,587,377 shares · 0.0% of their software · price −$2.1M$2.9MFlat
- KlaviyoKVYO102,173 shares · 0.0% of their software · price −$602K$2.8MFlat
- ProgressPRGS61,028 shares · 0.0% of their software · price −$1.2M$2.7M−$2.0M
- DigitalOceanDOCN75,163 shares · 0.0% of their software$2.6M+$866K
- WaystarWAY66,873 shares · 0.0% of their software$2.5M+$2.0M
- ElasticESTC28,782 shares · 0.0% of their software$2.4MFlat
- VaronisVRNS39,251 shares · 0.0% of their software$2.3MFlat
- Full Truck Alliance Co. Ltd.YMM172,472 shares · 0.0% of their software$2.2M+$742K
- PAR Technology CorporationPAR53,494 shares · 0.0% of their software · price −$1.6M$2.1MFlat
- TeradataTDC93,102 shares · 0.0% of their software$2.0M−$1.1M
- NCR Atleos CorporationNATL44,342 shares · 0.0% of their software$1.7MFlat
- Endava plcDAVA181,335 shares · 0.0% of their software · price −$1.1M$1.7M−$740K
- SentinelOneS91,839 shares · 0.0% of their software$1.6MFlat
- Remitly Global, Inc.RELY98,744 shares · 0.0% of their software$1.6M+$643K
- FreshworksFRSH123,511 shares · 0.0% of their software$1.5MFlat
- Kingsoft Cloud Holdings LimitedKC95,304 shares · 0.0% of their software$1.4MFlat
- Radware Ltd.RDWR51,214 shares · 0.0% of their software$1.4MFlat
- PDF Solutions, Inc.PDFS46,283 shares · 0.0% of their software$1.2MFlat
- PagerDutyPD64,016 shares · 0.0% of their software$1.1MFlat
- BullishBLSH15,701 shares · 0.0% of their software$999KNew · +$999K
- Paysafe LimitedPSFE74,276 shares · 0.0% of their software$960KFlat
- Core Scientific, Inc.CORZ53,258 shares · 0.0% of their software$955KFlat
- Five9FIVN38,611 shares · 0.0% of their software$934KFlat
- TenableTENB31,811 shares · 0.0% of their software$928KFlat
- Cellebrite DI Ltd.CLBT46,831 shares · 0.0% of their software$868KFlat
- DoceboDCBO30,107 shares · 0.0% of their software$823KNew · +$871K
- Lyft, Inc.LYFT36,684 shares · 0.0% of their software$807KNew · +$578K
- SoundHound AI, Inc.SOUN47,158 shares · 0.0% of their software$758KFlat
- SemrushSEMR105,384 shares · 0.0% of their software$746K—
- AvePointAVPT49,050 shares · 0.0% of their software$736K+$518K
- Payoneer Global Inc.PAYO119,061 shares · 0.0% of their software$720KFlat
- Adeia Inc.ADEA41,495 shares · 0.0% of their software$697KFlat
- Zeta GlobalZETA31,842 shares · 0.0% of their software$633KFlat
- Materialise NVMTLS108,681 shares · 0.0% of their software$605KFlat
- PhreesiaPHR24,481 shares · 0.0% of their software$576KFlat
- Arqit Quantum Inc.ARQQ13,002 shares · 0.0% of their software$504KFlat
- UnityU11,878 shares · 0.0% of their software$476KFlat
- RingCentralRNG16,192 shares · 0.0% of their software$459KFlat
- NetScout Systems, Inc.NTCT17,649 shares · 0.0% of their software$456KFlat
- UiPathPATH32,444 shares · 0.0% of their software$434K−$714K
- Pagaya Technologies Ltd.PGY14,271 shares · 0.0% of their software$424KNew · Flat
- Diebold Nixdorf, IncorporatedDBD7,205 shares · 0.0% of their software$411KFlat
- Consensus Cloud Solutions, Inc.CCSI12,561 shares · 0.0% of their software$369KFlat
- BILLBILL6,686 shares · 0.0% of their software$354KNew · Flat
- OneSpan Inc.OSPN21,433 shares · 0.0% of their software$341KFlat
- BrazeBRZE11,080 shares · 0.0% of their software$315KFlat
- Palladyne AI Corp.PDYN35,601 shares · 0.0% of their software$306KFlat
- PaymentusPAY9,631 shares · 0.0% of their software$295KNew · Flat
- Alight, Inc.ALIT80,756 shares · 0.0% of their software$263KFlat
- Netskope, Inc.NTSK10,964 shares · 0.0% of their software$249KNew · Flat
- DLocal LimitedDLO15,753 shares · 0.0% of their software$225KNew · Flat
- Global-EGLBE6,209 shares · 0.0% of their software$222KFlat
- C3.aiAI12,560 shares · 0.0% of their software$218KFlat
- Joint Stock Company Kaspi.kzKSPI2,596 shares · 0.0% of their software$212KNew · Flat
- Red Violet, Inc.RDVT3,844 shares · 0.0% of their software$201KNew · Flat
- Asure Software, Inc.ASUR24,298 shares · 0.0% of their software$199KFlat
- Rezolve AI PLCRZLV39,175 shares · 0.0% of their software$195KNew · Flat
- ZoomInfoZI15,806 shares · 0.0% of their software$172K—
- Cognyte Software Ltd.CGNT17,949 shares · 0.0% of their software$151KFlat
- YextYEXT16,636 shares · 0.0% of their software$142KFlat
- VTEXVTEX27,933 shares · 0.0% of their software$122KFlat
- Ribbon Communications Inc.RBBN29,054 shares · 0.0% of their software$110KFlat
- Yalla Group LimitedYALA13,259 shares · 0.0% of their software$100KNew · Flat
- Digital TurbineAPPS15,000 shares · 0.0% of their software$96KFlat
- Commerce.com, Inc.CMRC18,817 shares · 0.0% of their software$94KFlat
- Riskified Ltd.RSKD18,147 shares · 0.0% of their software$85KFlat
- Xperi Inc.XPER12,167 shares · 0.0% of their software$79KFlat
- Health CatalystHCAT16,934 shares · 0.0% of their software$48KFlat