Generalist · Berwyn, PA
Envestnet Asset Management
Q4 2025 · compared with Q3 2025
Filed as Envestnet Asset Management INC
- Software
- $12.4B
- Weight of 13F
- 3.7%
- Names
- 171
- Net bought
- +$458M
Filed 10 February 2026 · SEC filing.
4,396 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
- MicrosoftMSFT10,429,019 shares · 40.7% of their software · price −$358M$5.0B−$312M
- IntuitINTU834,198 shares · 4.5% of their software · price −$17.1M$553M−$69.7M
- OracleORCL2,797,512 shares · 4.4% of their software · price −$242M$545M−$190M
- ServiceNowNOW2,723,260 shares · 3.4% of their software · price −$2.1B$417M+$2.0B
- Uber Technologies, Inc.UBER4,409,583 shares · 2.9% of their software · price −$71.7M$360M−$85.0M
- Automatic Data Processing, Inc.ADP1,375,763 shares · 2.9% of their software · price −$49.9M$354M−$41.5M
- SalesforceCRM1,208,205 shares · 2.6% of their software · price +$33.7M$320M−$33.1M
- ShopifySHOP1,849,293 shares · 2.4% of their software · price +$22.9M$298M−$13.1M
- CadenceCDNS948,156 shares · 2.4% of their software · price −$36.7M$296M−$18.5M
- AppLovinAPP435,391 shares · 2.4% of their software · price −$19.5M$293M−$25.1M
- Paychex, Inc.PAYX2,217,866 shares · 2.0% of their software · price −$32.3M$249M+$30.2M
- Palo Alto NetworksPANW964,251 shares · 1.4% of their software · price −$18.7M$178M−$40.4M
- SAPSAP729,876 shares · 1.4% of their software · price −$17.7M$177M−$57.4M
- CrowdStrikeCRWD373,961 shares · 1.4% of their software · price −$8.1M$175M+$18.5M
- VeevaVEEV750,827 shares · 1.4% of their software · price −$56.1M$168M−$21.0M
- AutodeskADSK556,909 shares · 1.3% of their software · price −$12.1M$165M−$4.8M
- AdobeADBE461,955 shares · 1.3% of their software · price −$1.3M$162M−$48.2M
- SynopsysSNPS334,385 shares · 1.3% of their software · price −$7.9M$157M−$20.1M
- PalantirPLTR866,351 shares · 1.2% of their software · price −$4.0M$154M−$19.7M
- SnowflakeSNOW672,516 shares · 1.2% of their software · price −$4.2M$148M+$22.8M
- VeriSign, Inc.VRSN515,759 shares · 1.0% of their software · price −$18.9M$125M−$10.1M
- BroadridgeBR487,071 shares · 0.9% of their software · price −$7.3M$109M−$18.2M
- VeriskVRSK476,861 shares · 0.9% of their software · price −$13.3M$107M+$15.7M
- Roper Technologies, Inc.ROP215,703 shares · 0.8% of their software · price −$11.6M$96.0M−$37.1M
- CoStarCSGP1,335,852 shares · 0.7% of their software · price −$22.9M$89.8M−$31.5M
- DatadogDDOG572,099 shares · 0.6% of their software · price −$3.7M$77.8M−$10.5M
- Tyler TechnologiesTYL152,805 shares · 0.6% of their software · price −$10.6M$69.4M−$10.5M
- Check PointCHKP366,081 shares · 0.5% of their software · price −$7.8M$67.9MFlat
- SS&CSSNC674,111 shares · 0.5% of their software · price −$903K$58.9M−$8.3M
- WorkdayWDAY268,797 shares · 0.5% of their software · price −$7.0M$57.7M−$19.7M
- CloudflareNET292,321 shares · 0.5% of their software · price −$5.1M$57.6M−$1.3M
- Fair IsaacFICO32,132 shares · 0.4% of their software · price +$6.2M$54.3M−$9.1M
- InterDigital, Inc.IDCC139,108 shares · 0.4% of their software · price −$3.7M$44.3M−$4.1M
- TwilioTWLO298,805 shares · 0.3% of their software · price +$12.6M$42.5M+$11.8M
- AkamaiAKAM458,690 shares · 0.3% of their software · price +$5.3M$40.0M−$2.5M
- DynatraceDT902,914 shares · 0.3% of their software · price −$4.6M$39.1M−$5.7M
- PaycomPAYC227,183 shares · 0.3% of their software · price −$11.1M$36.2M−$15.5M
- NetApp, Inc.NTAP330,827 shares · 0.3% of their software · price −$3.8M$35.4M−$12.1M
- GuidewireGWRE172,236 shares · 0.3% of their software · price −$5.0M$34.6M−$2.4M
- GoDaddyGDDY258,514 shares · 0.3% of their software · price −$3.3M$32.1M−$15.8M
- TrimbleTRMB405,278 shares · 0.3% of their software · price −$1.3M$31.8M−$6.3M
- Bentley SystemsBSY826,230 shares · 0.3% of their software · price −$11.0M$31.5M−$6.6M
- MongoDBMDB72,721 shares · 0.2% of their software · price +$7.9M$30.5M+$8.8M
- ProcorePCOR411,530 shares · 0.2% of their software$29.9M−$598K
- ServiceTitanTTAN267,436 shares · 0.2% of their software · price +$1.5M$28.5M+$7.7M
- SamsaraIOT753,174 shares · 0.2% of their software · price −$1.4M$26.7M+$9.1M
- monday.comMNDY172,531 shares · 0.2% of their software · price −$8.0M$25.5M−$8.8M
- FortinetFTNT301,960 shares · 0.2% of their software · price −$1.4M$24.0M−$4.4M
- Clear Secure, Inc.YOU601,035 shares · 0.2% of their software · price +$1.0M$21.1MFlat
- DocuSignDOCU305,617 shares · 0.2% of their software · price −$1.1M$20.9M−$522K
- QualysQLYS150,497 shares · 0.2% of their software$20.0M+$1.4M
- Corpay, Inc.CPAY65,860 shares · 0.2% of their software · price +$848K$19.8M−$3.1M
- ToastTOST557,054 shares · 0.2% of their software · price −$557K$19.8M−$2.2M
- AtlassianTEAM118,299 shares · 0.2% of their software$19.2M−$8.3M
- ePlus inc.PLUS216,171 shares · 0.2% of their software · price +$3.6M$19.0M−$1.5M
- MorningstarMORN85,973 shares · 0.2% of their software · price −$1.3M$18.7M−$5.8M
- FactSetFDS59,460 shares · 0.1% of their software$17.3M−$8.9M
- PaylocityPCTY112,329 shares · 0.1% of their software · price −$760K$17.1M−$4.4M
- HubSpotHUBS41,690 shares · 0.1% of their software · price −$2.8M$16.7M−$6.0M
- Amdocs LimitedDOX206,941 shares · 0.1% of their software$16.7M−$7.2M
- Intapp, Inc.INTA361,583 shares · 0.1% of their software · price +$1.8M$16.6M+$1.8M
- NICENICE144,634 shares · 0.1% of their software · price −$4.6M$16.3M−$5.5M
- The Trade DeskTTD411,180 shares · 0.1% of their software · price −$4.5M$15.6M−$29.8M
- Agilysys, Inc.AGYS122,843 shares · 0.1% of their software · price +$1.7M$14.6M−$1.4M
- ACI WorldwideACIW301,799 shares · 0.1% of their software · price −$1.5M$14.4M−$4.1M
- Block, Inc.XYZ221,168 shares · 0.1% of their software · price −$1.6M$14.4M−$1.1M
- AppFolioAPPF60,646 shares · 0.1% of their software · price −$2.6M$14.1M−$1.3M
- Manhattan AssociatesMANH80,827 shares · 0.1% of their software · price −$2.6M$14.0M−$2.5M
- CCC Intelligent Solutions Holdings Inc.CCC1,744,860 shares · 0.1% of their software · price −$2.0M$13.9M−$10.6M
- WorkivaWK146,920 shares · 0.1% of their software$12.7M−$1.1M
- Fiserv, Inc.FISV182,295 shares · 0.1% of their software · price −$11.3M$12.2M−$189M
- PegasystemsPEGA203,970 shares · 0.1% of their software$12.2MFlat
- Clearwater AnalyticsCWAN469,886 shares · 0.1% of their software$11.3M—
- PTCPTC58,831 shares · 0.1% of their software · price −$1.7M$10.2M−$2.1M
- JFrogFROG160,544 shares · 0.1% of their software · price +$2.4M$10.0MFlat
- GitLabGTLB266,162 shares · 0.1% of their software · price −$2.0M$10.0M−$2.5M
- OktaOKTA112,791 shares · 0.1% of their software · price −$590K$9.8M+$2.0M
- WEX Inc.WEX65,353 shares · 0.1% of their software · price −$559K$9.7MFlat
- DescartesDSGX110,819 shares · 0.1% of their software · price −$728K$9.7M−$9.0M
- F5, Inc.FFIV33,917 shares · 0.1% of their software · price −$2.3M$8.7M−$8.5M
- BoxBOX263,269 shares · 0.1% of their software · price −$621K$7.9M−$2.5M
- AlkamiALKT312,770 shares · 0.1% of their software · price −$554K$7.2M−$2.3M
- BlackbaudBLKB109,413 shares · 0.1% of their software$6.9M−$2.7M
- ZscalerZS30,645 shares · 0.1% of their software · price −$2.3M$6.9MFlat
- Q2QTWO91,717 shares · 0.1% of their software$6.6M−$1.6M
- SailPointSAIL324,676 shares · 0.1% of their software · price −$601K$6.6M−$1.6M
- SPS CommerceSPSC71,007 shares · 0.1% of their software · price −$1.1M$6.3M−$10.2M
- Gen DigitalGEN225,603 shares · 0.0% of their software$6.1M+$677K
- WixWIX58,521 shares · 0.0% of their software · price −$4.3M$6.1M+$4.6M
- DigitalOceanDOCN126,285 shares · 0.0% of their software · price +$1.8M$6.1M+$1.7M
- nCinoNCNO234,062 shares · 0.0% of their software$6.0M−$2.5M
- DoximityDOCS131,533 shares · 0.0% of their software · price −$3.8M$5.8MFlat
- CoreWeave, Inc.CRWV77,512 shares · 0.0% of their software · price −$5.1M$5.6M+$3.1M
- EVERTEC, Inc.EVTC185,264 shares · 0.0% of their software · price −$869K$5.4M−$3.4M
- ZoomZM52,059 shares · 0.0% of their software$4.5MFlat
- BlackLineBL75,746 shares · 0.0% of their software$4.2M−$3.6M
- Euronet Worldwide, Inc.EEFT53,491 shares · 0.0% of their software · price −$626K$4.1MFlat
- Strategy IncMSTR24,952 shares · 0.0% of their software · price −$4.2M$3.8M+$757K
- OpenTextOTEX112,919 shares · 0.0% of their software · price −$542K$3.7MFlat
- LiveRamp Holdings, Inc.RAMP125,126 shares · 0.0% of their software$3.7MFlat
- Simulations PlusSLP196,337 shares · 0.0% of their software · price +$620K$3.6MFlat
- Rubrik, Inc.RBRK46,775 shares · 0.0% of their software$3.6M+$883K
- KlaviyoKVYO109,606 shares · 0.0% of their software · price +$524K$3.6MFlat
- Alarm.com Holdings, Inc.ALRM69,633 shares · 0.0% of their software$3.6M−$1.7M
- DuolingoDUOL20,102 shares · 0.0% of their software · price −$2.9M$3.5M−$4.8M
- Calix, Inc.CALX64,622 shares · 0.0% of their software · price −$545K$3.4M−$1.6M
- DoubleVerifyDV274,971 shares · 0.0% of their software$3.1M−$1.1M
- CommvaultCVLT23,889 shares · 0.0% of their software · price −$1.5M$3.0M−$3.4M
- UiPathPATH180,953 shares · 0.0% of their software · price +$545K$3.0M+$2.0M
- UnityU64,838 shares · 0.0% of their software$2.9M+$2.1M
- NutanixNTNX53,740 shares · 0.0% of their software · price −$1.2M$2.8M−$598K
- MagniteMGNI163,954 shares · 0.0% of their software · price −$910K$2.7MFlat
- DropboxDBX92,792 shares · 0.0% of their software$2.6M−$1.4M
- TeradataTDC83,767 shares · 0.0% of their software · price +$748K$2.5MFlat
- i3 Verticals, Inc.IIIV90,640 shares · 0.0% of their software · price −$659K$2.3M−$1.9M
- Pagaya Technologies Ltd.PGY109,176 shares · 0.0% of their software · price −$960K$2.3M+$2.8M
- ProgressPRGS43,598 shares · 0.0% of their software$1.9M−$766K
- PAR Technology CorporationPAR49,406 shares · 0.0% of their software$1.8MFlat
- VertexVERX88,519 shares · 0.0% of their software$1.8M−$2.6M
- Grab Holdings LimitedGRAB350,052 shares · 0.0% of their software$1.7M−$1.5M
- Full Truck Alliance Co. Ltd.YMM161,161 shares · 0.0% of their software$1.7MFlat
- NCR Atleos CorporationNATL41,719 shares · 0.0% of their software$1.6MFlat
- FreshworksFRSH128,472 shares · 0.0% of their software$1.6MFlat
- BrazeBRZE43,966 shares · 0.0% of their software$1.5M+$935K
- WaystarWAY44,278 shares · 0.0% of their software$1.5M−$857K
- Shift4 Payments, Inc.FOUR22,740 shares · 0.0% of their software$1.4M−$2.9M
- Sabre CorporationSABR1,050,199 shares · 0.0% of their software$1.4M−$983K
- CertaraCERT145,838 shares · 0.0% of their software$1.3M−$2.7M
- PDF Solutions, Inc.PDFS42,129 shares · 0.0% of their software$1.2MFlat
- VaronisVRNS32,346 shares · 0.0% of their software · price −$798K$1.1MFlat
- Lyft, Inc.LYFT40,546 shares · 0.0% of their software$785KFlat
- Five9FIVN38,903 shares · 0.0% of their software$780KFlat
- AvePointAVPT55,437 shares · 0.0% of their software$770KFlat
- Sportradar Group AGSRAD30,540 shares · 0.0% of their software$726K−$2.3M
- Cellebrite DI Ltd.CLBT38,964 shares · 0.0% of their software$703KFlat
- BullishBLSH17,246 shares · 0.0% of their software$653KFlat
- Zeta GlobalZETA31,106 shares · 0.0% of their software$633KFlat
- PagerDutyPD44,129 shares · 0.0% of their software$579KFlat
- Payoneer Global Inc.PAYO94,682 shares · 0.0% of their software$532KFlat
- RingCentralRNG18,017 shares · 0.0% of their software$520KFlat
- Dave Inc.DAVE1,971 shares · 0.0% of their software$436KNew · Flat
- ElasticESTC5,713 shares · 0.0% of their software$431K−$1.9M
- StoneCo Ltd.STNE27,254 shares · 0.0% of their software$403K−$11.7M
- Adeia Inc.ADEA20,581 shares · 0.0% of their software$355KFlat
- Core Scientific, Inc.CORZ24,195 shares · 0.0% of their software$352K−$521K
- Donnelley Financial Solutions, Inc.DFIN7,263 shares · 0.0% of their software$339K−$4.8M
- PaymentusPAY10,201 shares · 0.0% of their software$322KFlat
- BILLBILL5,667 shares · 0.0% of their software$309KFlat
- SoundHound AI, Inc.SOUN29,938 shares · 0.0% of their software$298KFlat
- PhreesiaPHR15,609 shares · 0.0% of their software$264KFlat
- TenableTENB9,832 shares · 0.0% of their software$231K−$641K
- Global-EGLBE5,854 shares · 0.0% of their software$230KFlat
- Asure Software, Inc.ASUR23,692 shares · 0.0% of their software$223KFlat
- DLocal LimitedDLO14,839 shares · 0.0% of their software$210KFlat
- Joint Stock Company Kaspi.kzKSPI2,582 shares · 0.0% of their software$202KFlat
- Radware Ltd.RDWR8,363 shares · 0.0% of their software$201K−$1.1M
- Palladyne AI Corp.PDYN46,939 shares · 0.0% of their software$200KFlat
- Aeva Technologies, Inc.AEVA11,361 shares · 0.0% of their software$151KNew · Flat
- Cognyte Software Ltd.CGNT14,780 shares · 0.0% of their software$139KFlat
- Kodiak AI, Inc.KDK12,121 shares · 0.0% of their software$132KNew · Flat
- Rezolve AI PLCRZLV47,998 shares · 0.0% of their software$123KFlat
- WeRide Inc.WRD13,840 shares · 0.0% of their software$120KNew · Flat
- VTEXVTEX28,766 shares · 0.0% of their software$108KFlat
- Yalla Group LimitedYALA14,936 shares · 0.0% of their software$104KFlat
- Riskified Ltd.RSKD17,845 shares · 0.0% of their software$89KFlat
- Alight, Inc.ALIT43,807 shares · 0.0% of their software$85KFlat
- Digital TurbineAPPS15,531 shares · 0.0% of their software$78KFlat
- Ribbon Communications Inc.RBBN26,714 shares · 0.0% of their software$77KFlat
- Xperi Inc.XPER12,995 shares · 0.0% of their software$76KFlat
- Materialise NVMTLS10,461 shares · 0.0% of their software$58K−$547K
- PowerFleet, Inc.AIOT10,133 shares · 0.0% of their software$54KNew · Flat