Generalist · Los Angeles, CA
Capital Research Global Investors
Q3 2025 · compared with Q2 2025
- Software
- $69.0B
- Weight of 13F
- 13.0%
- Names
- 35
- Net bought
- −$253M
Filed 13 November 2025 · SEC filing.
Part of Capital Group. The stock total uses the largest filing in that family, so these shares are not added again.
431 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
- MicrosoftMSFT72,659,760 shares · 54.5% of their software · price +$1.5B$37.6B+$440M
- Uber Technologies, Inc.UBER110,553,355 shares · 15.7% of their software · price +$516M$10.8B−$910M
- OracleORCL23,310,827 shares · 9.5% of their software · price +$1.5B$6.6B+$58.3M
- Automatic Data Processing, Inc.ADP8,021,194 shares · 3.4% of their software · price −$120M$2.4B+$35.8M
- SalesforceCRM9,241,798 shares · 3.2% of their software · price −$330M$2.2B−$585M
- ShopifySHOP9,512,437 shares · 2.0% of their software · price +$316M$1.4B−$39.8M
- Strategy IncMSTR4,205,258 shares · 2.0% of their software · price −$345M$1.4B+$428M
- SynopsysSNPS2,524,512 shares · 1.8% of their software · price −$48.7M$1.2B+$898M
- AppLovinAPP1,035,293 shares · 1.1% of their software · price +$381M$744MNew · +$362M
- ServiceNowNOW732,819 shares · 1.0% of their software · price −$79.0M$674M−$236M
- UnityU14,044,619 shares · 0.8% of their software · price +$222M$562MFlat
- CoStarCSGP4,993,854 shares · 0.6% of their software · price +$19.8M$421M+$85.4M
- Palo Alto NetworksPANW2,062,988 shares · 0.6% of their software · price −$2.1M$420M−$265M
- CrowdStrikeCRWD721,369 shares · 0.5% of their software · price −$13.7M$354MFlat
- IntuitINTU482,316 shares · 0.5% of their software · price −$50.5M$329MFlat
- AdobeADBE899,146 shares · 0.5% of their software · price −$30.7M$317M−$151M
- PalantirPLTR1,271,352 shares · 0.3% of their software · price +$58.6M$232M−$134M
- Paychex, Inc.PAYX1,519,430 shares · 0.3% of their software · price −$28.4M$193MFlat
- MagniteMGNI6,982,861 shares · 0.2% of their software · price −$16.3M$152M−$143M
- PegasystemsPEGA2,517,587 shares · 0.2% of their software · price +$8.5M$145M−$78.8M
- Chime Financial, Inc.CHYM6,878,057 shares · 0.2% of their software · price −$98.6M$139M+$112M
- PAR Technology CorporationPAR3,237,004 shares · 0.2% of their software · price −$96.4M$128M+$33.1M
- Q2QTWO1,686,968 shares · 0.2% of their software · price −$35.8M$122MFlat
- KlaviyoKVYO2,593,143 shares · 0.1% of their software · price −$15.3M$71.8M−$4.2M
- ElasticESTC833,950 shares · 0.1% of their software$70.5MFlat
- nCinoNCNO2,229,082 shares · 0.1% of their software · price −$1.9M$60.4M−$16.7M
- Fiserv, Inc.FISV372,056 shares · 0.1% of their software · price −$16.2M$48.0MFlat
- Netskope, Inc.NTSK2,100,000 shares · 0.1% of their software$47.7MNew · +$47.7M
- Cellebrite DI Ltd.CLBT2,425,736 shares · 0.1% of their software · price +$6.1M$44.9M+$11.5M
- DomoDOMO2,750,000 shares · 0.1% of their software$43.6MNew
- Figma, Inc.FIG806,640 shares · 0.1% of their software$41.8MNew · +$41.8M
- Via Transportation, Inc.VIA843,086 shares · 0.1% of their software$40.5MNew · +$40.5M
- AutodeskADSK103,014 shares · 0.0% of their software · price +$834K$32.7M−$99.4M
- MongoDBMDB80,010 shares · 0.0% of their software · price +$8.0M$24.8M−$1.3M
- SAPSAP23,213 shares · 0.0% of their software · price −$856K$6.1MFlat