Generalist · Los Angeles, CA
Capital World Investors
Q1 2025 · compared with Q4 2024
- Software
- $52.6B
- Weight of 13F
- 8.5%
- Names
- 42
- Net bought
- −$811M
Filed 12 May 2025 · SEC filing.
This is the Capital Group filing counted in each stock’s total.
545 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 202647 names$47.8B−$479M
- Q1 202651 names$46.0B−$8.7B
- Q4 202549 names$67.3B−$5.7B
- Q3 202543 names$76.6B+$4.7B
- Q2 202544 names$68.9B+$1.8B
- Q1 202542 names$52.6B−$811M
- Q4 202442 names$58.2B−$645M
- Q3 202443 names$55.9B−$1.5B
- Q2 202445 names$57.8B−$6.6B
- Q1 202442 names$64.3B−$2.7B
- Q4 202341 names$60.3B+$2.1B
- Q3 202339 names$47.5B+$1.2B
- Q2 202339 names$50.5B+$1.9B
- Q1 202338 names$41.4B+$1.6B
- Q4 202238 names$32.9B−$910M
- Q3 202236 names$32.8B−$12.0M
- Q2 202234 names$35.4B+$9.2B
- Q1 202233 names$52.5B−$625M
- Q4 202143 names$61.7B+$149M
- Q3 202142 names$55.8B−$1.0B
- Q2 202138 names$55.4B−$2.3B
- Q1 202137 names$50.1B−$1.8B
- Q4 202040 names$52.3B−$839M
- Q3 202038 names$46.4B−$2.9B
- Q2 202034 names$47.1B−$2.8B
- Q1 202032 names$36.2B−$7.8B
- Q4 201935 names$45.3B+$1.9B
- Q3 201933 names$38.4B−$211M
- Q2 201934 names$38.6B−$36.6M
- Q1 201933 names$34.7B+$520M
- Q4 201830 names$28.0B+$1.0B
- Q3 201831 names$31.0B−$11.1B
- Q2 201825 names$37.4B+$349M
- Q1 201824 names$34.4B−$2.0B
- Q4 201721 names$33.9B−$1.0B
- Q3 201721 names$30.9B−$1.2B
- Q2 201720 names$29.8B−$907M
- Q1 201719 names$28.9B−$265M
- Q4 201618 names$27.4B+$36.2M
- Q3 201616 names$25.8B+$726M
- Q2 201617 names$23.0B—
What moved the book
The five software lines with the largest share change this quarter.
Software held
- MicrosoftMSFT66,409,801 shares · 47.4% of their software · price −$3.1B$24.9B−$808M
- ShopifySHOP52,101,843 shares · 9.5% of their software · price −$565M$5.0B−$106M
- Fiserv, Inc.FISV18,266,626 shares · 7.7% of their software · price +$281M$4.0B−$280M
- CloudflareNET34,567,917 shares · 7.4% of their software · price +$173M$3.9B−$90.6M
- SynopsysSNPS7,726,297 shares · 6.3% of their software · price −$437M$3.3B+$217M
- Uber Technologies, Inc.UBER27,436,481 shares · 3.8% of their software · price +$344M$2.0B−$176M
- SalesforceCRM6,934,379 shares · 3.5% of their software · price −$457M$1.9B−$687M
- OracleORCL9,639,446 shares · 2.6% of their software · price −$259M$1.3B−$510M
- AdobeADBE3,107,952 shares · 2.3% of their software · price −$190M$1.2B+$1.2B
- PalantirPLTR6,424,446 shares · 1.0% of their software · price +$56.3M$542M+$232M
- Diebold Nixdorf, IncorporatedDBD11,578,841 shares · 1.0% of their software · price +$7.9M$506MFlat
- DuolingoDUOL1,355,796 shares · 0.8% of their software · price −$18.6M$421MNew · +$440M
- AppLovinAPP1,444,348 shares · 0.7% of their software · price −$85.0M$383M+$46.3M
- ProcorePCOR5,656,817 shares · 0.7% of their software · price −$50.4M$373M+$190M
- DocuSignDOCU4,197,016 shares · 0.6% of their software · price −$35.8M$342MFlat
- RingCentralRNG9,686,018 shares · 0.5% of their software · price −$99.3M$240M−$34.2M
- Paychex, Inc.PAYX1,550,514 shares · 0.5% of their software · price +$21.8M$239M−$169M
- CadenceCDNS905,631 shares · 0.4% of their software · price −$41.8M$230M+$49.1M
- Global-EGLBE6,416,746 shares · 0.4% of their software · price −$121M$229M+$37.3M
- Block, Inc.XYZ3,649,309 shares · 0.4% of their software · price −$112M$198MFlat
- Strategy IncMSTR652,804 shares · 0.4% of their software · price −$881K$188MFlat
- VeevaVEEV647,822 shares · 0.3% of their software · price +$13.9M$150MFlat
- Intapp, Inc.INTA2,506,873 shares · 0.3% of their software · price −$14.3M$146M+$51.6M
- monday.comMNDY537,578 shares · 0.2% of their software · price +$4.2M$131MFlat
- Clearwater AnalyticsCWAN3,378,171 shares · 0.2% of their software$90.5M—
- DoximityDOCS1,385,674 shares · 0.2% of their software · price +$6.4M$80.4M−$17.6M
- MongoDBMDB411,024 shares · 0.1% of their software · price −$23.6M$72.1M+$42.0M
- TwilioTWLO585,957 shares · 0.1% of their software · price −$6.0M$57.4MFlat
- VertexVERX1,588,928 shares · 0.1% of their software · price −$29.1M$55.6MNew · +$84.8M
- OktaOKTA501,001 shares · 0.1% of their software · price +$13.2M$52.7MFlat
- Zeta GlobalZETA3,258,469 shares · 0.1% of their software · price −$14.4M$44.2M+$45.6M
- Alight, Inc.ALIT7,148,997 shares · 0.1% of their software · price −$7.1M$42.4M+$688K
- Joint Stock Company Kaspi.kzKSPI442,739 shares · 0.1% of their software · price −$823K$41.1MNew · +$41.9M
- PagSeguro Digital Ltd.PAGS5,242,200 shares · 0.1% of their software · price +$7.2M$40.0MFlat
- Riskified Ltd.RSKD8,313,598 shares · 0.1% of their software · price −$914K$38.4MFlat
- Nayax Ltd.NYAX1,075,000 shares · 0.1% of their software · price +$5.0M$36.3MFlat
- BlackLineBL595,000 shares · 0.1% of their software · price −$7.3M$28.8MFlat
- PaymentusPAY940,774 shares · 0.0% of their software · price −$6.2M$24.6MNew · +$30.7M
- CertaraCERT2,160,079 shares · 0.0% of their software · price −$1.6M$21.4MNew · +$23.0M
- ServiceTitanTTAN124,972 shares · 0.0% of their software · price −$970K$11.9MFlat
- Ibotta, Inc.IBTA250,000 shares · 0.0% of their software · price −$5.7M$10.6MFlat
- SAPSAP22,417 shares · 0.0% of their software$6.0MFlat