Generalist · Los Angeles, CA
Capital Research Global Investors
Q4 2025 · compared with Q3 2025
- Software
- $63.5B
- Weight of 13F
- 11.7%
- Names
- 37
- Net bought
- +$5.4B
Filed 11 February 2026 · SEC filing.
Part of Capital Group. The stock total uses the largest filing in that family, so these shares are not added again.
432 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
- MicrosoftMSFT73,324,435 shares · 55.9% of their software · price −$2.5B$35.5BFlat
- Uber Technologies, Inc.UBER113,456,376 shares · 14.6% of their software · price −$1.8B$9.3B+$284M
- OracleORCL30,137,126 shares · 9.3% of their software · price −$2.6B$5.9B+$1.9B
- SalesforceCRM9,467,811 shares · 4.0% of their software · price +$264M$2.5B+$53.6M
- Automatic Data Processing, Inc.ADP8,393,607 shares · 3.4% of their software · price −$304M$2.2B+$109M
- Strategy IncMSTR7,008,535 shares · 1.7% of their software · price −$1.2B$1.1B+$903M
- SynopsysSNPS1,894,955 shares · 1.4% of their software · price −$44.9M$890M−$311M
- AppLovinAPP1,209,631 shares · 1.3% of their software · price −$54.1M$815M+$125M
- UnityU14,057,270 shares · 1.0% of their software · price +$58.1M$621MFlat
- Fair IsaacFICO305,577 shares · 0.8% of their software · price +$59.3M$517MNew · +$457M
- ServiceNowNOW3,232,465 shares · 0.8% of their software · price −$2.5B$495M+$2.3B
- CoStarCSGP5,566,962 shares · 0.6% of their software · price −$95.4M$374M+$48.4M
- Palo Alto NetworksPANW1,996,535 shares · 0.6% of their software · price −$38.8M$368M−$13.5M
- CrowdStrikeCRWD726,293 shares · 0.5% of their software · price −$15.7M$340MFlat
- IntuitINTU483,963 shares · 0.5% of their software · price −$9.9M$321MFlat
- AdobeADBE901,225 shares · 0.5% of their software · price −$2.5M$315MFlat
- ShopifySHOP1,917,942 shares · 0.5% of their software · price +$23.7M$309M−$1.1B
- Q2QTWO3,141,044 shares · 0.4% of their software · price −$722K$227M+$105M
- PalantirPLTR1,274,461 shares · 0.4% of their software · price −$6.0M$227MFlat
- Paychex, Inc.PAYX1,917,806 shares · 0.3% of their software · price −$28.0M$215M+$50.5M
- MagniteMGNI12,920,289 shares · 0.3% of their software · price −$71.7M$210M+$129M
- Chime Financial, Inc.CHYM6,102,983 shares · 0.2% of their software · price +$30.5M$154M−$15.6M
- PAR Technology CorporationPAR2,962,253 shares · 0.2% of their software · price −$9.8M$107M−$10.9M
- PegasystemsPEGA1,796,189 shares · 0.2% of their software · price +$4.0M$107M−$41.5M
- Agilysys, Inc.AGYS882,517 shares · 0.2% of their software · price +$12.0M$105MNew · +$92.9M
- KlaviyoKVYO2,577,782 shares · 0.1% of their software · price +$12.3M$83.7MFlat
- Via Transportation, Inc.VIA2,140,200 shares · 0.1% of their software · price −$40.8M$62.1M+$62.4M
- Cellebrite DI Ltd.CLBT2,405,172 shares · 0.1% of their software · price −$1.2M$43.4MFlat
- Netskope, Inc.NTSK2,261,418 shares · 0.1% of their software · price −$11.7M$39.7M+$3.7M
- MongoDBMDB79,247 shares · 0.1% of their software · price +$8.7M$33.3MFlat
- AutodeskADSK103,854 shares · 0.0% of their software · price −$2.2M$30.7MFlat
- CommvaultCVLT233,956 shares · 0.0% of their software · price −$14.8M$29.3MNew · +$44.2M
- Fiserv, Inc.FISV374,110 shares · 0.0% of their software · price −$23.1M$25.1MFlat
- DomoDOMO2,975,558 shares · 0.0% of their software$25.1M—
- WaystarWAY495,000 shares · 0.0% of their software · price −$2.6M$16.2MNew · +$18.8M
- Bitdeer Technologies GroupBTDR536,037 shares · 0.0% of their software · price −$3.2M$6.0MNew · +$9.2M
- SAPSAP20,756 shares · 0.0% of their software · price −$504K$5.1M−$657K