Generalist · Berwyn, PA
Envestnet Asset Management
Q1 2026 · compared with Q4 2025
Filed as Envestnet Asset Management INC
- Software
- $10.1B
- Weight of 13F
- 2.7%
- Names
- 171
- Net bought
- +$780M
4,653 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
- MicrosoftMSFT11,645,986 shares · 42.5% of their software · price −$1.3B$4.3B+$589M
- OracleORCL2,885,329 shares · 4.2% of their software · price −$138M$424M+$17.1M
- Uber Technologies, Inc.UBER5,843,395 shares · 4.1% of their software · price −$57.1M$420M+$117M
- IntuitINTU820,557 shares · 3.5% of their software · price −$189M$355M−$9.0M
- ShopifySHOP2,251,187 shares · 2.6% of their software · price −$95.3M$267M+$64.7M
- ServiceNowNOW2,468,956 shares · 2.5% of their software · price −$120M$258M−$39.0M
- Paychex, Inc.PAYX2,774,473 shares · 2.5% of their software · price −$55.7M$256M+$62.4M
- Automatic Data Processing, Inc.ADP1,205,830 shares · 2.4% of their software · price −$65.2M$245M−$43.7M
- SalesforceCRM1,186,685 shares · 2.2% of their software · price −$92.8M$222M−$5.7M
- AppLovinAPP489,882 shares · 1.9% of their software · price −$135M$195M+$36.7M
- Palo Alto NetworksPANW1,082,245 shares · 1.7% of their software · price −$25.8M$174M+$21.7M
- CadenceCDNS613,175 shares · 1.7% of their software · price −$21.3M$170M−$105M
- CrowdStrikeCRWD420,362 shares · 1.6% of their software · price −$32.9M$164M+$21.8M
- PalantirPLTR1,112,303 shares · 1.6% of their software · price −$35.0M$163M+$43.7M
- SynopsysSNPS363,187 shares · 1.4% of their software · price −$26.6M$144M+$13.5M
- VeriSign, Inc.VRSN549,119 shares · 1.3% of their software · price +$3.0M$136M+$8.1M
- AutodeskADSK549,436 shares · 1.3% of their software · price −$31.1M$132M−$2.2M
- SnowflakeSNOW812,685 shares · 1.2% of their software · price −$55.7M$123M+$30.7M
- SAPSAP701,062 shares · 1.2% of their software · price −$50.3M$120M−$7.0M
- AdobeADBE463,276 shares · 1.1% of their software · price −$49.5M$113MFlat
- VeriskVRSK559,276 shares · 1.0% of their software · price −$19.0M$106M+$18.4M
- BroadridgeBR514,497 shares · 0.8% of their software · price −$31.2M$83.6M+$6.1M
- VeevaVEEV433,991 shares · 0.8% of their software · price −$20.6M$76.2M−$70.7M
- DatadogDDOG633,631 shares · 0.7% of their software · price −$11.4M$74.8M+$8.4M
- CoStarCSGP1,802,537 shares · 0.7% of their software · price −$48.5M$72.7M+$31.4M
- CloudflareNET286,484 shares · 0.6% of their software · price +$2.6M$59.1M−$1.2M
- Tyler TechnologiesTYL161,522 shares · 0.5% of their software · price −$18.0M$55.3M+$4.0M
- AkamaiAKAM464,656 shares · 0.5% of their software · price +$12.8M$53.4M+$521K
- Check PointCHKP360,999 shares · 0.5% of their software · price −$15.4M$51.6M−$943K
- InterDigital, Inc.IDCC153,709 shares · 0.5% of their software · price −$2.5M$46.4M+$4.6M
- NetApp, Inc.NTAP433,620 shares · 0.4% of their software · price −$2.0M$44.4M+$11.0M
- FortinetFTNT538,988 shares · 0.4% of their software · price +$1.2M$44.0M+$18.8M
- TwilioTWLO308,650 shares · 0.4% of their software · price −$5.1M$38.8M+$1.4M
- Roper Technologies, Inc.ROP99,395 shares · 0.3% of their software · price −$9.1M$35.2M−$51.8M
- Fair IsaacFICO28,169 shares · 0.3% of their software · price −$17.6M$30.1M−$6.7M
- Clear Secure, Inc.YOU594,749 shares · 0.3% of their software · price +$7.9M$28.8MFlat
- Bentley SystemsBSY817,708 shares · 0.3% of their software · price −$2.5M$28.7MFlat
- SamsaraIOT887,723 shares · 0.3% of their software · price −$3.3M$28.1M+$4.8M
- GuidewireGWRE179,357 shares · 0.3% of their software · price −$9.2M$26.8M+$1.4M
- WorkdayWDAY200,459 shares · 0.3% of their software · price −$17.0M$26.0M−$14.7M
- SS&CSSNC372,277 shares · 0.2% of their software · price −$7.4M$25.2M−$26.4M
- TrimbleTRMB382,785 shares · 0.2% of their software · price −$5.0M$25.0M−$1.8M
- GoDaddyGDDY281,200 shares · 0.2% of their software · price −$11.6M$23.2M+$2.8M
- ProcorePCOR400,567 shares · 0.2% of their software · price −$6.3M$22.8M−$797K
- NICENICE182,817 shares · 0.2% of their software · price −$508K$20.2M+$4.3M
- ServiceTitanTTAN314,562 shares · 0.2% of their software · price −$13.5M$20.0M+$5.0M
- FactSetFDS91,292 shares · 0.2% of their software · price −$6.7M$19.8M+$9.2M
- Amdocs LimitedDOX294,203 shares · 0.2% of their software · price −$4.5M$19.2M+$7.0M
- PegasystemsPEGA445,986 shares · 0.2% of their software · price −$7.7M$19.0M+$14.5M
- Corpay, Inc.CPAY64,784 shares · 0.2% of their software · price −$644K$18.9MFlat
- QualysQLYS207,674 shares · 0.2% of their software · price −$9.4M$18.2M+$7.6M
- MongoDBMDB74,395 shares · 0.2% of their software · price −$13.0M$18.2M+$703K
- DynatraceDT490,041 shares · 0.2% of their software · price −$3.1M$18.1M−$17.9M
- ACI WorldwideACIW441,477 shares · 0.2% of their software · price −$3.0M$18.1M+$6.7M
- MorningstarMORN106,787 shares · 0.2% of their software · price −$5.2M$18.1M+$4.5M
- CCC Intelligent Solutions Holdings Inc.CCC2,899,161 shares · 0.2% of their software · price −$5.7M$17.4M+$9.2M
- Fiserv, Inc.FISV305,108 shares · 0.2% of their software · price −$3.5M$17.0M+$8.2M
- ToastTOST634,959 shares · 0.2% of their software · price −$5.7M$16.8M+$2.8M
- ePlus inc.PLUS221,137 shares · 0.2% of their software · price −$2.8M$16.6MFlat
- OktaOKTA208,049 shares · 0.2% of their software · price −$1.6M$16.4M+$8.2M
- DigitalOceanDOCN178,933 shares · 0.2% of their software · price +$6.7M$15.3M+$2.5M
- Block, Inc.XYZ245,367 shares · 0.1% of their software · price −$1.2M$14.8M+$1.6M
- PaycomPAYC107,633 shares · 0.1% of their software · price −$4.1M$13.1M−$19.1M
- PaylocityPCTY111,298 shares · 0.1% of their software · price −$4.9M$12.0MFlat
- Manhattan AssociatesMANH89,290 shares · 0.1% of their software · price −$3.6M$11.9M+$1.5M
- WEX Inc.WEX75,298 shares · 0.1% of their software$11.5M+$1.5M
- AppFolioAPPF70,045 shares · 0.1% of their software · price −$5.2M$11.1M+$2.2M
- DocuSignDOCU230,933 shares · 0.1% of their software · price −$4.8M$10.9M−$5.1M
- Intapp, Inc.INTA386,521 shares · 0.1% of their software · price −$7.8M$9.9M+$1.1M
- F5, Inc.FFIV33,881 shares · 0.1% of their software · price +$1.2M$9.8MFlat
- DescartesDSGX131,817 shares · 0.1% of their software · price −$2.1M$9.4M+$1.8M
- JFrogFROG188,077 shares · 0.1% of their software · price −$2.9M$8.8M+$1.7M
- RingCentralRNG232,024 shares · 0.1% of their software · price +$1.9M$8.6M+$6.2M
- ZoomZM100,876 shares · 0.1% of their software · price −$595K$8.1M+$4.2M
- PTCPTC54,810 shares · 0.1% of their software · price −$1.7M$7.8M−$700K
- EVERTEC, Inc.EVTC266,543 shares · 0.1% of their software$7.5M+$2.4M
- ZscalerZS50,565 shares · 0.1% of their software · price −$4.3M$7.1M+$4.5M
- Agilysys, Inc.AGYS98,296 shares · 0.1% of their software · price −$4.7M$7.0M−$2.9M
- AtlassianTEAM93,023 shares · 0.1% of their software · price −$8.7M$6.3M−$4.1M
- GitLabGTLB272,869 shares · 0.1% of their software · price −$4.3M$5.9MFlat
- Strategy IncMSTR45,843 shares · 0.1% of their software · price −$1.2M$5.7M+$3.2M
- BoxBOX232,579 shares · 0.1% of their software · price −$1.5M$5.5M−$918K
- HubSpotHUBS22,054 shares · 0.1% of their software · price −$3.5M$5.4M−$7.9M
- Calix, Inc.CALX98,010 shares · 0.0% of their software$4.8M+$1.8M
- SailPointSAIL343,176 shares · 0.0% of their software · price −$2.4M$4.5MFlat
- Gen DigitalGEN231,001 shares · 0.0% of their software · price −$1.9M$4.3MFlat
- SPS CommerceSPSC73,472 shares · 0.0% of their software · price −$2.5M$4.1MFlat
- Q2QTWO84,778 shares · 0.0% of their software · price −$2.1M$4.0M−$501K
- OpenTextOTEX173,155 shares · 0.0% of their software · price −$1.8M$3.9M+$2.0M
- Euronet Worldwide, Inc.EEFT57,590 shares · 0.0% of their software · price −$561K$3.8MFlat
- CommvaultCVLT49,058 shares · 0.0% of their software · price −$2.3M$3.8M+$3.2M
- nCinoNCNO254,609 shares · 0.0% of their software · price −$2.7M$3.8M+$527K
- BlackbaudBLKB97,855 shares · 0.0% of their software · price −$2.4M$3.8M−$732K
- Alarm.com Holdings, Inc.ALRM84,804 shares · 0.0% of their software · price −$664K$3.7M+$774K
- LiveRamp Holdings, Inc.RAMP137,008 shares · 0.0% of their software$3.6MFlat
- TeradataTDC140,994 shares · 0.0% of their software · price −$678K$3.6M+$1.7M
- CoreWeave, Inc.CRWV42,579 shares · 0.0% of their software$3.3M−$2.5M
- DropboxDBX141,724 shares · 0.0% of their software · price −$720K$3.2M+$1.4M
- WorkivaWK53,890 shares · 0.0% of their software · price −$1.4M$3.2M−$8.0M
- Rubrik, Inc.RBRK62,550 shares · 0.0% of their software · price −$1.7M$3.1M+$1.2M
- DoubleVerifyDV307,425 shares · 0.0% of their software · price −$596K$2.9MFlat
- DoximityDOCS124,306 shares · 0.0% of their software · price −$2.6M$2.9MFlat
- WixWIX27,520 shares · 0.0% of their software$2.5M−$3.2M
- Simulations PlusSLP209,465 shares · 0.0% of their software · price −$1.3M$2.5MFlat
- BlackLineBL66,656 shares · 0.0% of their software · price −$1.2M$2.5M−$503K
- Grab Holdings LimitedGRAB670,014 shares · 0.0% of their software · price −$891K$2.5M+$1.6M
- Full Truck Alliance Co. Ltd.YMM292,429 shares · 0.0% of their software · price −$711K$2.4M+$1.4M
- monday.comMNDY33,578 shares · 0.0% of their software · price −$2.6M$2.3M−$20.5M
- KlaviyoKVYO112,450 shares · 0.0% of their software · price −$1.5M$2.2MFlat
- i3 Verticals, Inc.IIIV97,264 shares · 0.0% of their software$2.2MFlat
- Pagaya Technologies Ltd.PGY183,432 shares · 0.0% of their software · price −$1.7M$2.1M+$1.6M
- Zeta GlobalZETA128,381 shares · 0.0% of their software · price −$569K$2.0M+$2.0M
- GigaCloud Technology Inc.GCT44,391 shares · 0.0% of their software$2.0MNew · +$1.7M
- The Trade DeskTTD79,957 shares · 0.0% of their software · price −$1.2M$1.8M−$12.6M
- Sabre CorporationSABR1,169,933 shares · 0.0% of their software$1.7MFlat
- BullishBLSH46,827 shares · 0.0% of their software$1.7M+$1.1M
- Lyft, Inc.LYFT122,930 shares · 0.0% of their software · price −$746K$1.6M+$1.6M
- WaystarWAY67,581 shares · 0.0% of their software · price −$584K$1.6M+$763K
- PDF Solutions, Inc.PDFS48,467 shares · 0.0% of their software$1.6MFlat
- Adeia Inc.ADEA64,212 shares · 0.0% of their software$1.5M+$753K
- BrazeBRZE60,175 shares · 0.0% of their software · price −$643K$1.4M+$556K
- Radware Ltd.RDWR49,473 shares · 0.0% of their software$1.3M+$990K
- CertaraCERT226,038 shares · 0.0% of their software · price −$703K$1.3M+$707K
- ProgressPRGS45,372 shares · 0.0% of their software · price −$785K$1.2MFlat
- PagSeguro Digital Ltd.PAGS112,946 shares · 0.0% of their software$1.1MNew · +$1.1M
- Five9FIVN62,336 shares · 0.0% of their software$946KFlat
- MagniteMGNI78,262 shares · 0.0% of their software$930K−$1.4M
- NutanixNTNX24,451 shares · 0.0% of their software$929K−$1.5M
- NetScout Systems, Inc.NTCT25,792 shares · 0.0% of their software$820KNew · +$698K
- VertexVERX68,954 shares · 0.0% of their software · price −$557K$820KFlat
- Donnelley Financial Solutions, Inc.DFIN17,021 shares · 0.0% of their software$802KFlat
- NCR Atleos CorporationNATL17,555 shares · 0.0% of their software$765K−$921K
- FastlyFSLY26,024 shares · 0.0% of their software$756KNew · Flat
- DuolingoDUOL7,198 shares · 0.0% of their software · price −$554K$710K−$2.3M
- Core Scientific, Inc.CORZ46,920 shares · 0.0% of their software$702KFlat
- Clearwater AnalyticsCWAN26,869 shares · 0.0% of their software$635K—
- Diebold Nixdorf, IncorporatedDBD7,949 shares · 0.0% of their software$600KNew · +$540K
- Sportradar Group AGSRAD34,988 shares · 0.0% of their software$586KFlat
- VaronisVRNS23,918 shares · 0.0% of their software$514KFlat
- AlkamiALKT32,507 shares · 0.0% of their software$509K−$6.5M
- Payoneer Global Inc.PAYO104,775 shares · 0.0% of their software$506KFlat
- UiPathPATH44,271 shares · 0.0% of their software$491K−$2.2M
- Shift4 Payments, Inc.FOUR10,541 shares · 0.0% of their software$461K−$768K
- UnityU18,581 shares · 0.0% of their software$408K−$2.0M
- AvePointAVPT40,014 shares · 0.0% of their software$381KFlat
- Dave Inc.DAVE2,158 shares · 0.0% of their software$376KFlat
- Remitly Global, Inc.RELY23,821 shares · 0.0% of their software$373KNew · Flat
- BILLBILL9,029 shares · 0.0% of their software$346KFlat
- Joint Stock Company Kaspi.kzKSPI4,452 shares · 0.0% of their software$330KFlat
- Palladyne AI Corp.PDYN51,519 shares · 0.0% of their software$313KFlat
- PaymentusPAY12,183 shares · 0.0% of their software$309KFlat
- Consensus Cloud Solutions, Inc.CCSI10,318 shares · 0.0% of their software$245KNew · Flat
- TenableTENB14,115 shares · 0.0% of their software$239KFlat
- Cellebrite DI Ltd.CLBT17,117 shares · 0.0% of their software$236KFlat
- SoundHound AI, Inc.SOUN28,542 shares · 0.0% of their software$196KFlat
- Aeva Technologies, Inc.AEVA14,230 shares · 0.0% of their software$187KFlat
- FreshworksFRSH21,219 shares · 0.0% of their software$170K−$1.3M
- Kodiak AI, Inc.KDK23,999 shares · 0.0% of their software$167KFlat
- Rezolve AI PLCRZLV58,615 shares · 0.0% of their software$150KFlat
- Cognyte Software Ltd.CGNT17,991 shares · 0.0% of their software$146KFlat
- Yalla Group LimitedYALA22,228 shares · 0.0% of their software$138KFlat
- Netskope, Inc.NTSK14,882 shares · 0.0% of their software$126KNew · Flat
- SchrödingerSDGR10,618 shares · 0.0% of their software$121KNew · Flat
- PagerDutyPD17,159 shares · 0.0% of their software$107KFlat
- Xperi Inc.XPER11,594 shares · 0.0% of their software$65KFlat
- Ribbon Communications Inc.RBBN26,477 shares · 0.0% of their software$56KFlat
- PowerFleet, Inc.AIOT16,519 shares · 0.0% of their software$51KFlat
- Telos CorporationTLS11,023 shares · 0.0% of their software$46KNew · Flat
- Digital TurbineAPPS15,532 shares · 0.0% of their software$45KFlat
- Riskified Ltd.RSKD10,006 shares · 0.0% of their software$39KFlat
- Alight, Inc.ALIT21,331 shares · 0.0% of their software$12KFlat