Generalist · Los Angeles, CA
Capital Research Global Investors
Q1 2025 · compared with Q4 2024
- Software
- $55.8B
- Weight of 13F
- 12.1%
- Names
- 38
- Net bought
- −$313M
Filed 12 May 2025 · SEC filing.
Part of Capital Group. The stock total uses the largest filing in that family, so these shares are not added again.
453 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 202626 names$61.2B−$347M
- Q1 202634 names$60.7B+$15.5B
- Q4 202537 names$63.5B+$5.4B
- Q3 202535 names$69.0B−$253M
- Q2 202533 names$66.1B−$4.3B
- Q1 202538 names$55.8B−$313M
- Q4 202435 names$60.9B+$3.6B
- Q3 202429 names$58.5B−$827M
- Q2 202431 names$58.7B+$3.9B
- Q1 202435 names$54.6B−$827M
- Q4 202334 names$50.8B+$928M
- Q3 202335 names$40.8B+$398M
- Q2 202336 names$43.2B−$537M
- Q1 202340 names$37.3B−$34.8M
- Q4 202244 names$31.0B−$312M
- Q3 202242 names$31.2B−$282M
- Q2 202245 names$34.1B+$22.3B
- Q1 202238 names$44.3B−$5.0B
- Q4 202150 names$57.9B+$2.1B
- Q3 202149 names$52.7B+$2.7B
- Q2 202144 names$48.9B+$1.5B
- Q1 202139 names$41.1B+$2.1B
- Q4 202038 names$40.3B+$412M
- Q3 202036 names$34.9B−$582M
- Q2 202029 names$33.4B−$39.9M
- Q1 202027 names$24.2B+$1.1B
- Q4 201929 names$24.7B−$974M
- Q3 201934 names$23.3B+$798M
- Q2 201927 names$22.4B+$83.4M
- Q1 201923 names$20.2B−$209M
- Q4 201822 names$16.7B+$1.1B
- Q3 201820 names$18.1B+$1.8B
- Q2 201819 names$13.7B−$345M
- Q1 201817 names$13.2B+$1.5B
- Q4 201713 names$10.9B−$2.9B
- Q3 201711 names$12.8B−$1.9B
- Q2 201713 names$14.2B+$2.1B
- Q1 201712 names$10.9B−$484M
- Q4 201613 names$10.2B−$875M
- Q3 201610 names$11.0B−$100M
- Q2 201610 names$11.1B—
What moved the book
The five software lines with the largest share change this quarter.
Software held
- MicrosoftMSFT74,882,641 shares · 50.3% of their software · price −$3.5B$28.1BFlat
- Uber Technologies, Inc.UBER120,027,271 shares · 15.7% of their software · price +$1.5B$8.7B+$114M
- SalesforceCRM20,783,012 shares · 10.0% of their software · price −$1.4B$5.6B−$1.1B
- OracleORCL19,010,522 shares · 4.8% of their software · price −$510M$2.7B+$1.2B
- ShopifySHOP23,292,570 shares · 4.0% of their software · price −$253M$2.2B−$48.7M
- Automatic Data Processing, Inc.ADP6,960,115 shares · 3.8% of their software · price +$89.1M$2.1B+$241M
- ServiceNowNOW1,097,384 shares · 1.6% of their software · price −$290M$874M−$347M
- AdobeADBE2,136,774 shares · 1.5% of their software · price −$131M$820M−$103M
- Palo Alto NetworksPANW4,645,039 shares · 1.4% of their software · price −$52.6M$793M−$688M
- Strategy IncMSTR2,741,274 shares · 1.4% of their software · price −$3.7M$790M+$762M
- IntuitINTU479,541 shares · 0.5% of their software · price −$7.0M$294M+$73.5M
- SynopsysSNPS674,261 shares · 0.5% of their software · price −$38.1M$289M+$87.4M
- CoStarCSGP3,420,692 shares · 0.5% of their software · price +$26.1M$271MFlat
- UnityU12,109,159 shares · 0.4% of their software · price −$34.9M$237M−$40.9M
- Paychex, Inc.PAYX1,519,430 shares · 0.4% of their software · price +$21.4M$234MFlat
- CrowdStrikeCRWD553,018 shares · 0.3% of their software · price +$5.8M$195M+$70.3M
- PAR Technology CorporationPAR3,172,410 shares · 0.3% of their software · price −$35.9M$195M+$6.5M
- MagniteMGNI12,920,070 shares · 0.3% of their software · price −$58.3M$147M+$82.7M
- PegasystemsPEGA1,986,580 shares · 0.2% of their software · price −$47.0M$138M−$102M
- Q2QTWO1,686,968 shares · 0.2% of their software · price −$34.8M$135M+$17.0M
- PalantirPLTR1,573,305 shares · 0.2% of their software · price +$13.8M$133MFlat
- Grab Holdings LimitedGRAB21,654,855 shares · 0.2% of their software · price −$4.1M$98.1M−$2.0M
- GitLabGTLB2,050,027 shares · 0.2% of their software · price −$19.2M$96.4M−$13.7M
- SS&CSSNC1,063,750 shares · 0.2% of their software · price +$8.2M$88.9MFlat
- AutodeskADSK338,658 shares · 0.2% of their software · price −$11.4M$88.7M−$71.0M
- KlaviyoKVYO2,718,867 shares · 0.1% of their software · price −$29.9M$82.3M−$11.7M
- Fiserv, Inc.FISV366,630 shares · 0.1% of their software · price +$5.6M$81.0MNew · +$75.3M
- nCinoNCNO2,826,919 shares · 0.1% of their software · price −$17.3M$77.7M+$71.7M
- ElasticESTC824,225 shares · 0.1% of their software · price −$8.2M$73.4M−$79.0M
- MongoDBMDB381,705 shares · 0.1% of their software · price −$21.9M$67.0M−$39.8M
- SentinelOneS1,784,563 shares · 0.1% of their software · price −$7.2M$32.4M−$1.7M
- ServiceTitanTTAN175,143 shares · 0.0% of their software · price −$1.4M$16.7M−$18.0M
- VeriskVRSK45,655 shares · 0.0% of their software · price +$1.0M$13.6MNew · +$12.6M
- Cellebrite DI Ltd.CLBT462,990 shares · 0.0% of their software · price −$1.2M$9.0MNew · +$10.2M
- CCC Intelligent Solutions Holdings Inc.CCC719,325 shares · 0.0% of their software · price −$1.9M$6.5MNew · +$8.4M
- Silvaco Group, Inc.SVCO1,372,346 shares · 0.0% of their software · price −$4.8M$6.3M−$567K
- SAPSAP22,147 shares · 0.0% of their software$5.9M−$1.0M
- NICENICE24,364 shares · 0.0% of their software$3.8M−$285M