Generalist · Chicago, IL
Alyeska Investment Group
Q3 2025 · compared with Q2 2025
Filed as Alyeska Investment Group, L.P.
- Software
- $3.7B
- Weight of 13F
- 11.3%
- Names
- 62
- Net bought
- +$225M
Filed 17 November 2025 · SEC filing.
576 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 202649 names$4.8B+$1.2B
- Q1 202646 names$3.4B+$507M
- Q4 202555 names$3.7B+$862M
- Q3 202562 names$3.7B+$225M
- Q2 202552 names$3.8B+$36.2M
- Q1 202544 names$2.9B+$771M
- Q4 202444 names$2.5B−$337M
- Q3 202442 names$2.6B+$660M
- Q2 202440 names · $2.3M in calls, not in the total$2.0B+$274M
- Q1 202432 names · $12.2M in calls, not in the total$1.9B+$91.0M
- Q4 202335 names · $751K in calls, not in the total$1.9B+$11.8M
- Q3 202332 names$1.8B+$603M
- Q2 202334 names · $480K in calls, not in the total$1.2B−$282M
- Q1 202338 names$1.5B−$87.8M
- Q4 202241 names$1.4B−$25.1M
- Q3 202233 names$1.6B+$476M
- Q2 202228 names · $16.8M in calls, not in the total$1.3B+$1.4B
- Q1 202226 names$943M+$171M
- Q4 202135 names$847M−$225M
- Q3 202147 names$1.1B+$235M
- Q2 202138 names$867M+$255M
- Q1 202130 names$769M+$94.2M
- Q4 202031 names · $61.9M in calls, not in the total$730M−$101M
- Q3 202032 names$745M+$76.6M
- Q2 202028 names$631M−$158M
- Q1 202024 names$658M−$90.6M
- Q4 201928 names · $19.4M in calls, not in the total$872M+$369M
- Q3 201924 names · $4.1M in calls, not in the total$521M−$81.7M
- Q2 201919 names$604M+$178M
- Q1 201917 names$422M−$79.6M
- Q4 201815 names$462M+$58.5M
- Q3 201818 names$468M−$267M
- Q2 201815 names$701M−$150M
- Q1 201815 names$801M+$263M
- Q4 201716 names$488M−$357M
- Q3 201715 names$813M+$126M
- Q2 201717 names$661M+$4.8M
- Q1 201712 names$607M+$20.1M
- Q4 201618 names$546M+$88.6M
- Q3 201614 names$446M−$46.9M
- Q2 201613 names$441M—
What moved the book
The five software lines with the largest share change this quarter.
Software held
- SalesforceCRM2,487,627 shares · 15.9% of their software · price −$88.8M$590M+$502M
- MicrosoftMSFT619,622 shares · 8.6% of their software · price +$12.7M$321M−$87.0M
- TwilioTWLO2,643,859 shares · 7.1% of their software · price −$64.2M$265M+$93.4M
- AutodeskADSK637,286 shares · 5.4% of their software · price +$5.2M$202M−$84.1M
- CoreWeave, Inc.CRWV1,000,000 shares · 3.7% of their software · price −$26.2M$137M−$310M
- OktaOKTA1,403,499 shares · 3.5% of their software · price −$11.6M$129M+$103M
- AkamaiAKAM1,634,040 shares · 3.3% of their software · price −$6.5M$124M+$111M
- Rezolve AI PLCRZLV24,400,000 shares · 3.3% of their software · price +$46.5M$121MNew · +$75.0M
- SynopsysSNPS235,607 shares · 3.1% of their software · price −$4.5M$116M−$54.2M
- ZscalerZS365,213 shares · 2.9% of their software · price −$5.2M$109MNew · +$115M
- PaylocityPCTY657,103 shares · 2.8% of their software · price −$14.4M$105MNew · +$119M
- Fiserv, Inc.FISV779,864 shares · 2.7% of their software · price −$33.9M$101M+$123M
- ElasticESTC1,113,503 shares · 2.5% of their software$94.1M+$78.0M
- AtlassianTEAM509,977 shares · 2.2% of their software · price −$22.1M$81.4MNew · +$104M
- DocuSignDOCU1,004,144 shares · 1.9% of their software · price −$5.8M$72.4M−$112M
- WaystarWAY1,814,648 shares · 1.9% of their software · price −$5.4M$68.8M+$72.6M
- Check PointCHKP328,647 shares · 1.8% of their software · price −$4.7M$68.0M+$61.5M
- Amdocs LimitedDOX827,162 shares · 1.8% of their software · price −$7.6M$67.9M−$43.9M
- GitLabGTLB1,477,325 shares · 1.8% of their software$66.6M+$11.0M
- ServiceTitanTTAN569,540 shares · 1.5% of their software · price −$3.6M$57.4M−$17.5M
- RingCentralRNG1,883,043 shares · 1.4% of their software$53.4MNew · +$53.4M
- WixWIX290,465 shares · 1.4% of their software · price +$5.6M$51.6MNew · +$46.0M
- HubSpotHUBS110,224 shares · 1.4% of their software · price −$9.8M$51.6M+$49.4M
- QualysQLYS346,513 shares · 1.2% of their software · price −$3.7M$45.9MNew · +$49.5M
- Lyft, Inc.LYFT2,020,464 shares · 1.2% of their software · price +$12.6M$44.5M−$75.2M
- ZoomZM481,332 shares · 1.1% of their software · price +$2.2M$39.7M−$8.1M
- BullishBLSH600,000 shares · 1.0% of their software$38.2MNew · +$38.2M
- VeriSign, Inc.VRSN125,049 shares · 0.9% of their software · price −$1.2M$35.0MNew · +$36.1M
- PaycomPAYC159,118 shares · 0.9% of their software · price −$3.7M$33.1MNew · +$36.8M
- PTCPTC160,097 shares · 0.9% of their software · price +$4.9M$32.5M+$27.2M
- Palo Alto NetworksPANW156,942 shares · 0.9% of their software$32.0MNew · +$32.1M
- Gorilla Technology Group Inc.GRRR1,677,089 shares · 0.8% of their software · price −$2.4M$31.0M−$11.3M
- NIQ Global Intelligence plcNIQ1,839,760 shares · 0.8% of their software$28.9MNew · +$28.9M
- TenableTENB905,902 shares · 0.7% of their software · price −$4.2M$26.4M−$42.3M
- TeradataTDC1,094,802 shares · 0.6% of their software · price −$876K$23.5MNew · +$24.4M
- DigitalOceanDOCN638,401 shares · 0.6% of their software · price +$3.6M$21.8MNew · +$18.2M
- NutanixNTNX261,722 shares · 0.5% of their software · price −$537K$19.5MNew · +$20.0M
- CloudflareNET90,230 shares · 0.5% of their software · price +$1.7M$19.4M+$6.1M
- Alight, Inc.ALIT5,718,612 shares · 0.5% of their software · price −$13.7M$18.6M−$7.3M
- Rapid7RPD933,348 shares · 0.5% of their software · price −$4.1M$17.5M+$1.2M
- ServiceNowNOW18,831 shares · 0.5% of their software · price −$2.0M$17.3MNew · +$19.4M
- Core Scientific, Inc.CORZ900,000 shares · 0.4% of their software · price +$783K$16.1M+$6.5M
- A2Z Cust2Mate Solutions Corp.AZ2,000,987 shares · 0.4% of their software · price −$5.2M$16.0M+$11.1M
- PagerDutyPD829,914 shares · 0.4% of their software · price +$1.0M$13.7MNew · +$12.7M
- DynatraceDT221,876 shares · 0.3% of their software · price −$1.5M$10.7MNew · +$12.2M
- NetScout Systems, Inc.NTCT398,456 shares · 0.3% of their software$10.3MNew · +$9.9M
- SentinelOneS550,206 shares · 0.3% of their software$9.7MNew · +$10.1M
- Rubrik, Inc.RBRK117,128 shares · 0.3% of their software · price −$860K$9.6MNew · +$10.5M
- CertaraCERT709,611 shares · 0.2% of their software$8.7MFlat
- BrazeBRZE304,005 shares · 0.2% of their software$8.6M+$5.5M
- Block, Inc.XYZ87,507 shares · 0.2% of their software$6.3M−$2.7M
- CommvaultCVLT31,216 shares · 0.2% of their software$5.9MNew · +$5.4M
- TON Strategy CompanyTONX679,597 shares · 0.1% of their software$4.8MNew · +$4.7M
- VaronisVRNS82,416 shares · 0.1% of their software · price +$554K$4.7M−$107M
- AI Financial CorporationAIFC1,746,020 shares · 0.1% of their software · price −$8.0M$4.7MNew · +$12.7M
- Via Transportation, Inc.VIA60,000 shares · 0.1% of their software$2.9MNew · +$2.9M
- FreshworksFRSH231,823 shares · 0.1% of their software · price −$728K$2.7MNew · +$3.5M
- FastlyFSLY165,418 shares · 0.0% of their software$1.4MNew · +$1.2M
- MNTN, Inc.MNTN73,600 shares · 0.0% of their software$1.4M−$1.6M
- Silvaco Group, Inc.SVCO199,194 shares · 0.0% of their software$1.1MFlat
- Health CatalystHCAT346,089 shares · 0.0% of their software$986KFlat
- FortinetFTNT2,789 shares · 0.0% of their software$234KNew · Flat