Generalist · Los Angeles, CA
Capital Research Global Investors
Q2 2025 · compared with Q1 2025
- Software
- $66.1B
- Weight of 13F
- 13.2%
- Names
- 33
- Net bought
- −$4.3B
Filed 13 August 2025 · SEC filing.
Part of Capital Group. The stock total uses the largest filing in that family, so these shares are not added again.
426 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
- MicrosoftMSFT71,775,707 shares · 54.0% of their software · price +$8.8B$35.7B−$1.2B
- Uber Technologies, Inc.UBER120,304,360 shares · 17.0% of their software · price +$2.5B$11.2BFlat
- OracleORCL23,044,239 shares · 7.6% of their software · price +$1.8B$5.0B+$564M
- SalesforceCRM11,387,401 shares · 4.7% of their software · price +$49.3M$3.1B−$2.5B
- Automatic Data Processing, Inc.ADP7,905,120 shares · 3.7% of their software · price +$22.7M$2.4B+$289M
- Strategy IncMSTR3,147,454 shares · 1.9% of their software · price +$365M$1.3B+$117M
- ShopifySHOP9,857,851 shares · 1.7% of their software · price +$196M$1.1B−$1.3B
- ServiceNowNOW962,166 shares · 1.5% of their software · price +$223M$989M−$108M
- Palo Alto NetworksPANW3,358,408 shares · 1.0% of their software · price +$114M$687M−$220M
- AdobeADBE1,290,358 shares · 0.8% of their software · price +$4.3M$499M−$325M
- SynopsysSNPS773,080 shares · 0.6% of their software · price +$64.8M$396M+$42.4M
- IntuitINTU480,343 shares · 0.6% of their software · price +$83.4M$378MFlat
- CrowdStrikeCRWD715,685 shares · 0.6% of their software · price +$112M$364M+$57.4M
- UnityU14,133,314 shares · 0.5% of their software · price +$65.2M$342M+$39.7M
- CoStarCSGP3,931,402 shares · 0.5% of their software · price +$4.6M$316M+$40.5M
- MagniteMGNI12,920,070 shares · 0.5% of their software · price +$164M$312MFlat
- PalantirPLTR2,252,012 shares · 0.5% of their software · price +$117M$307M+$57.3M
- Paychex, Inc.PAYX1,519,439 shares · 0.3% of their software · price −$13.4M$221MFlat
- PegasystemsPEGA3,973,160 shares · 0.3% of their software · price −$61.1M$215M+$138M
- PAR Technology CorporationPAR2,760,165 shares · 0.3% of their software · price +$22.2M$191M−$25.3M
- Q2QTWO1,686,968 shares · 0.2% of their software · price +$22.9M$158MFlat
- AutodeskADSK424,262 shares · 0.2% of their software · price +$20.3M$131M+$22.4M
- Chime Financial, Inc.CHYM3,619,878 shares · 0.2% of their software$125MNew · +$125M
- Grab Holdings LimitedGRAB19,961,337 shares · 0.2% of their software · price +$10.0M$100M−$7.7M
- KlaviyoKVYO2,718,867 shares · 0.1% of their software · price +$9.0M$91.3MFlat
- SS&CSSNC963,763 shares · 0.1% of their software · price −$704K$79.8M−$8.4M
- nCinoNCNO2,826,919 shares · 0.1% of their software · price +$1.4M$79.1MFlat
- ElasticESTC828,543 shares · 0.1% of their software · price −$4.0M$69.9MFlat
- Fiserv, Inc.FISV369,148 shares · 0.1% of their software · price −$17.9M$63.6MFlat
- Cellebrite DI Ltd.CLBT1,704,582 shares · 0.0% of their software · price −$5.8M$27.3M+$24.1M
- MongoDBMDB86,170 shares · 0.0% of their software · price +$3.0M$18.1M−$51.8M
- SAPSAP22,891 shares · 0.0% of their software · price +$816K$6.9MFlat
- Silvaco Group, Inc.SVCO1,372,346 shares · 0.0% of their software$6.5MFlat