Generalist · Seoul, South Korea
Korea Investment
Q4 2025 · compared with Q3 2025
Filed as Korea Investment Corp
- Software
- $5.4B
- Weight of 13F
- 10.7%
- Names
- 68
- Net bought
- +$532M
Filed 13 February 2026 · SEC filing.
692 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 202659 names$4.0B−$266M
- Q1 202662 names$4.0B−$226M
- Q4 202568 names$5.4B+$532M
- Q3 202566 names$6.0B−$135M
- Q2 202567 names$5.9B−$87.3M
- Q1 202567 names$4.8B+$173M
- Q4 202472 names$5.1B+$107M
- Q3 202473 names$4.8B−$7.4M
- Q2 202473 names$4.9B−$234M
- Q1 202471 names$5.0B−$175M
- Q4 202368 names$4.8B+$79.0M
- Q3 202369 names$4.0B+$17.8M
- Q2 202367 names$4.2B−$124M
- Q1 202365 names$3.7B−$61.5M
- Q4 202264 names$3.2B−$162M
- Q3 202266 names$3.2B+$387M
- Q2 202265 names$3.3B+$703M
- Q1 202264 names$4.3B+$498M
- Q4 202163 names$4.5B+$186M
- Q3 202160 names$3.9B−$177M
- Q2 202159 names$3.9B+$1.2B
- Q1 202152 names$3.2B−$376M
- Q4 202050 names$3.5B+$31.1M
- Q3 202048 names$3.2B−$36.2M
- Q2 202051 names$3.0B+$54.3M
- Q1 202047 names$2.2B+$71.8M
- Q4 201935 names$2.2B+$141M
- Q3 201934 names$1.8B−$43.0M
- Q2 201938 names$1.9B+$33.0M
- Q1 201931 names$1.7B+$28.7M
- Q4 201834 names$1.4B+$10.7M
- Q3 201833 names$1.6B−$28.7M
- Q2 201831 names$1.4B+$71.8M
- Q1 201828 names$1.2B+$35.4M
- Q4 201727 names$1.1B−$19.8M
- Q3 201728 names$1.0B−$24.2M
- Q2 201726 names$974M+$86.3M
- Q1 201723 names$823M−$58.6M
- Q4 201623 names$809M+$88.9M
- Q3 201619 names$689M+$21.0M
- Q2 201618 names$626M—
What moved the book
The five software lines with the largest share change this quarter.
Software held
- MicrosoftMSFT5,397,825 shares · 48.2% of their software · price −$185M$2.6BFlat
- PalantirPLTR1,625,376 shares · 5.3% of their software · price −$7.6M$289M−$4.9M
- OracleORCL1,402,684 shares · 5.0% of their software · price −$121M$273M+$26.2M
- SalesforceCRM712,668 shares · 3.5% of their software · price +$19.9M$189M−$4.1M
- AppLovinAPP248,298 shares · 3.1% of their software · price −$11.1M$167M−$45.9M
- ShopifySHOP945,377 shares · 2.8% of their software · price +$11.7M$152M−$5.4M
- Uber Technologies, Inc.UBER1,577,449 shares · 2.4% of their software · price −$25.6M$129M+$10.8M
- Palo Alto NetworksPANW682,172 shares · 2.3% of their software · price −$13.2M$126M+$1.5M
- ServiceNowNOW799,720 shares · 2.3% of their software · price −$613M$123M+$591M
- IntuitINTU162,978 shares · 2.0% of their software · price −$3.3M$108M−$31.8M
- SnowflakeSNOW426,073 shares · 1.7% of their software · price −$2.6M$93.5M−$8.6M
- CrowdStrikeCRWD194,620 shares · 1.7% of their software · price −$4.2M$91.2M−$4.1M
- AdobeADBE252,913 shares · 1.6% of their software · price −$698K$88.5M−$2.1M
- Automatic Data Processing, Inc.ADP318,248 shares · 1.5% of their software · price −$11.5M$81.9MFlat
- AutodeskADSK217,962 shares · 1.2% of their software · price −$4.7M$64.5M+$2.2M
- SynopsysSNPS119,516 shares · 1.0% of their software · price −$2.8M$56.1M+$3.5M
- CadenceCDNS174,767 shares · 1.0% of their software · price −$6.8M$54.6M−$10.5M
- CloudflareNET212,384 shares · 0.8% of their software · price −$3.7M$41.9M+$11.9M
- SS&CSSNC398,805 shares · 0.6% of their software · price −$534K$34.9M+$5.0M
- FortinetFTNT403,236 shares · 0.6% of their software · price −$1.9M$32.0M−$2.2M
- VeevaVEEV143,189 shares · 0.6% of their software · price −$10.7M$32.0M−$17.0M
- Fiserv, Inc.FISV458,566 shares · 0.6% of their software · price −$28.3M$30.8M−$11.6M
- Roper Technologies, Inc.ROP66,853 shares · 0.5% of their software · price −$3.6M$29.8M+$584K
- Fair IsaacFICO17,156 shares · 0.5% of their software · price +$3.3M$29.0M−$3.2M
- DatadogDDOG185,136 shares · 0.5% of their software · price −$1.2M$25.2M−$3.9M
- MongoDBMDB57,359 shares · 0.4% of their software · price +$6.3M$24.1M−$1.1M
- Paychex, Inc.PAYX213,740 shares · 0.4% of their software · price −$3.1M$24.0M+$2.1M
- Strategy IncMSTR134,263 shares · 0.4% of their software · price −$22.9M$20.4M+$4.9M
- VeriSign, Inc.VRSN80,141 shares · 0.4% of their software · price −$2.9M$19.5MFlat
- WorkdayWDAY89,999 shares · 0.4% of their software · price −$2.3M$19.3M−$5.6M
- NetApp, Inc.NTAP175,184 shares · 0.3% of their software · price −$2.0M$18.8M+$4.1M
- GoDaddyGDDY150,660 shares · 0.3% of their software · price −$1.9M$18.7M+$3.2M
- BroadridgeBR82,260 shares · 0.3% of their software · price −$1.2M$18.4M+$2.7M
- Block, Inc.XYZ280,972 shares · 0.3% of their software · price −$2.0M$18.3M+$2.8M
- PaycomPAYC108,525 shares · 0.3% of their software · price −$5.3M$17.3M+$14.0M
- Corpay, Inc.CPAY57,243 shares · 0.3% of their software · price +$737K$17.2MFlat
- OktaOKTA188,134 shares · 0.3% of their software · price −$984K$16.3M−$2.4M
- ZscalerZS69,272 shares · 0.3% of their software · price −$5.2M$15.6M−$8.7M
- F5, Inc.FFIV60,087 shares · 0.3% of their software · price −$4.1M$15.3M+$4.0M
- HubSpotHUBS37,320 shares · 0.3% of their software · price −$2.5M$15.0M+$1.5M
- ZoomZM164,162 shares · 0.3% of their software · price +$622K$14.2M−$965K
- CoStarCSGP205,123 shares · 0.3% of their software · price −$3.5M$13.8M−$3.4M
- AtlassianTEAM85,058 shares · 0.3% of their software$13.8M+$4.8M
- PTCPTC72,888 shares · 0.2% of their software · price −$2.1M$12.7M+$3.5M
- Tyler TechnologiesTYL26,396 shares · 0.2% of their software · price −$1.8M$12.0M+$1.5M
- Gen DigitalGEN438,354 shares · 0.2% of their software · price −$526K$11.9MFlat
- DocuSignDOCU173,785 shares · 0.2% of their software · price −$641K$11.9M−$3.0M
- ToastTOST327,347 shares · 0.2% of their software$11.6M−$698K
- The Trade DeskTTD303,388 shares · 0.2% of their software · price −$3.4M$11.5MFlat
- Check PointCHKP52,986 shares · 0.2% of their software · price −$1.1M$9.8MFlat
- NutanixNTNX173,915 shares · 0.2% of their software · price −$3.9M$9.0M−$2.8M
- OpenTextOTEX236,844 shares · 0.1% of their software · price −$1.1M$7.7M+$5.6M
- VeriskVRSK30,301 shares · 0.1% of their software · price −$843K$6.8M−$4.3M
- CoreWeave, Inc.CRWV91,374 shares · 0.1% of their software · price −$6.0M$6.5MNew · +$12.5M
- Grab Holdings LimitedGRAB1,170,289 shares · 0.1% of their software · price −$1.2M$5.8MFlat
- DynatraceDT121,502 shares · 0.1% of their software · price −$621K$5.3M−$654K
- TwilioTWLO31,465 shares · 0.1% of their software · price +$1.3M$4.5M−$5.5M
- TrimbleTRMB47,432 shares · 0.1% of their software$3.7M−$2.9M
- DescartesDSGX40,244 shares · 0.1% of their software$3.5M+$1.1M
- Rubrik, Inc.RBRK40,135 shares · 0.1% of their software$3.1MFlat
- monday.comMNDY15,758 shares · 0.0% of their software · price −$727K$2.3MFlat
- WixWIX20,728 shares · 0.0% of their software · price −$1.5M$2.2MFlat
- SamsaraIOT43,553 shares · 0.0% of their software$1.5M−$2.4M
- StoneCo Ltd.STNE89,300 shares · 0.0% of their software$1.3MNew · +$1.7M
- Bentley SystemsBSY19,910 shares · 0.0% of their software$760KFlat
- AkamaiAKAM7,013 shares · 0.0% of their software$612K−$3.1M
- Global-EGLBE6,927 shares · 0.0% of their software$272KFlat
- FactSetFDS50 shares · 0.0% of their software$15K−$2.8M