Generalist · Los Angeles, CA
Capital World Investors
Q3 2025 · compared with Q2 2025
- Software
- $76.6B
- Weight of 13F
- 10.5%
- Names
- 43
- Net bought
- +$4.7B
Filed 13 November 2025 · SEC filing.
This is the Capital Group filing counted in each stock’s total.
558 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
- MicrosoftMSFT66,738,946 shares · 45.1% of their software · price +$1.4B$34.6BFlat
- CloudflareNET40,515,386 shares · 11.4% of their software · price +$760M$8.7BFlat
- ShopifySHOP53,612,596 shares · 10.4% of their software · price +$1.8B$8.0B−$503M
- SalesforceCRM17,325,206 shares · 5.4% of their software · price −$618M$4.1B+$2.9B
- SynopsysSNPS7,503,987 shares · 4.8% of their software · price −$145M$3.7B−$147M
- Fiserv, Inc.FISV25,781,919 shares · 4.3% of their software · price −$1.1B$3.3B+$1.2B
- OracleORCL6,867,974 shares · 2.5% of their software · price +$430M$1.9B+$125M
- AppLovinAPP2,635,188 shares · 2.5% of their software · price +$971M$1.9BFlat
- Uber Technologies, Inc.UBER17,016,467 shares · 2.2% of their software · price +$79.5M$1.7B+$17.1M
- Fair IsaacFICO808,393 shares · 1.6% of their software · price −$268M$1.2B+$1.3B
- AdobeADBE2,963,299 shares · 1.4% of their software · price −$101M$1.0B−$705M
- PalantirPLTR5,065,683 shares · 1.2% of their software · price +$234M$924M−$281M
- Block, Inc.XYZ11,296,224 shares · 1.1% of their software · price +$49.0M$816M+$505M
- DuolingoDUOL2,230,238 shares · 0.9% of their software · price −$197M$718M−$25.6M
- Diebold Nixdorf, IncorporatedDBD11,578,841 shares · 0.9% of their software · price +$18.9M$660MFlat
- Strategy IncMSTR1,279,132 shares · 0.5% of their software · price −$105M$412M+$90.9M
- DoximityDOCS5,381,431 shares · 0.5% of their software · price +$63.6M$394M+$67.6M
- monday.comMNDY1,717,263 shares · 0.4% of their software · price −$207M$333M+$377M
- RingCentralRNG11,735,991 shares · 0.4% of their software$333M+$57.6M
- DocuSignDOCU4,211,904 shares · 0.4% of their software · price −$24.4M$304MFlat
- Global-EGLBE6,098,763 shares · 0.3% of their software · price +$13.5M$218M−$21.1M
- VeevaVEEV669,679 shares · 0.3% of their software · price +$6.6M$200M+$3.8M
- ProcorePCOR2,635,099 shares · 0.3% of their software · price +$11.9M$192M−$257M
- MongoDBMDB427,748 shares · 0.2% of their software · price +$42.9M$133M+$4.9M
- Intapp, Inc.INTA2,892,169 shares · 0.2% of their software · price −$31.0M$118M+$17.8M
- Zeta GlobalZETA4,979,853 shares · 0.1% of their software · price +$21.8M$98.9MFlat
- Check PointCHKP387,046 shares · 0.1% of their software · price −$5.6M$80.1MNew · +$85.6M
- PaymentusPAY2,393,613 shares · 0.1% of their software · price −$5.1M$73.2M+$10.0M
- Clearwater AnalyticsCWAN3,795,522 shares · 0.1% of their software$68.4M—
- Paychex, Inc.PAYX440,000 shares · 0.1% of their software · price −$8.2M$55.8M−$153M
- Nayax Ltd.NYAX1,075,000 shares · 0.1% of their software · price −$2.9M$51.4MFlat
- OktaOKTA505,607 shares · 0.1% of their software · price −$4.2M$46.4MFlat
- Joint Stock Company Kaspi.kzKSPI566,450 shares · 0.1% of their software · price −$1.8M$46.3M+$10.4M
- IntuitINTU58,611 shares · 0.1% of their software · price −$6.1M$40.0MNew · +$46.2M
- Riskified Ltd.RSKD8,313,598 shares · 0.1% of their software · price −$2.6M$38.9MFlat
- Via Transportation, Inc.VIA550,000 shares · 0.0% of their software$26.4MNew · +$26.4M
- CertaraCERT2,160,079 shares · 0.0% of their software · price +$1.1M$26.4MFlat
- SPS CommerceSPSC214,469 shares · 0.0% of their software · price −$6.9M$22.3MFlat
- Figma, Inc.FIG408,881 shares · 0.0% of their software$21.2MNew · +$21.2M
- WEX Inc.WEX61,083 shares · 0.0% of their software · price +$650K$9.6M+$5.0M
- SAPSAP23,174 shares · 0.0% of their software · price −$855K$6.1MFlat
- DLocal LimitedDLO79,301 shares · 0.0% of their software$1.1MNew · +$899K
- SnowflakeSNOW2,926 shares · 0.0% of their software$660KNew · +$655K