Generalist · Chicago, IL
Alyeska Investment Group
Q4 2025 · compared with Q3 2025
Filed as Alyeska Investment Group, L.P.
- Software
- $3.7B
- Weight of 13F
- 10.4%
- Names
- 55
- Net bought
- +$862M
Filed 13 February 2026 · SEC filing.
575 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
- MicrosoftMSFT1,310,575 shares · 17.1% of their software · price −$45.0M$634M+$358M
- CoreWeave, Inc.CRWV4,000,000 shares · 7.7% of their software · price −$261M$286M+$411M
- HubSpotHUBS560,088 shares · 6.1% of their software · price −$37.2M$225M+$210M
- AkamaiAKAM2,197,218 shares · 5.2% of their software · price +$25.2M$192M+$42.7M
- Amdocs LimitedDOX2,110,393 shares · 4.6% of their software · price −$3.3M$170M+$105M
- NutanixNTNX2,687,387 shares · 3.8% of their software · price −$61.0M$139M+$180M
- DynatraceDT2,888,249 shares · 3.4% of their software · price −$14.8M$125M+$129M
- ElasticESTC1,655,567 shares · 3.4% of their software · price −$15.0M$125M+$45.8M
- AutodeskADSK391,052 shares · 3.1% of their software · price −$8.5M$116M−$78.2M
- SynopsysSNPS242,293 shares · 3.1% of their software · price −$5.7M$114M+$3.3M
- F5, Inc.FFIV391,888 shares · 2.7% of their software · price −$26.6M$100MNew · +$127M
- Automatic Data Processing, Inc.ADP383,519 shares · 2.7% of their software · price −$13.9M$98.7MNew · +$113M
- SnowflakeSNOW446,402 shares · 2.6% of their software · price −$2.8M$97.9MNew · +$101M
- DocuSignDOCU1,328,600 shares · 2.5% of their software · price −$4.9M$90.9M+$23.4M
- PaylocityPCTY592,849 shares · 2.4% of their software · price −$4.0M$90.4M−$10.2M
- ZscalerZS335,147 shares · 2.0% of their software · price −$25.0M$75.4M−$9.0M
- BrazeBRZE2,105,024 shares · 2.0% of their software · price +$12.3M$72.2M+$51.2M
- Gen DigitalGEN2,583,582 shares · 1.9% of their software · price −$3.1M$70.2MNew · +$73.3M
- CloudflareNET332,299 shares · 1.8% of their software · price −$5.8M$65.5M+$51.9M
- NIQ Global Intelligence plcNIQ3,253,103 shares · 1.5% of their software · price +$2.6M$53.6M+$22.2M
- GitLabGTLB1,348,638 shares · 1.4% of their software · price −$10.2M$50.6M−$5.8M
- FastlyFSLY4,789,185 shares · 1.3% of their software · price +$7.8M$48.8M+$39.5M
- ServiceNowNOW317,524 shares · 1.3% of their software · price −$244M$48.6M+$275M
- TwilioTWLO312,348 shares · 1.2% of their software · price +$13.2M$44.4M−$233M
- SamsaraIOT1,233,257 shares · 1.2% of their software · price −$2.2M$43.7MNew · +$45.9M
- TenableTENB1,824,949 shares · 1.2% of their software · price −$10.3M$42.9M+$26.8M
- Rezolve AI PLCRZLV14,861,840 shares · 1.0% of their software · price −$35.8M$38.2M−$47.5M
- WixWIX331,677 shares · 0.9% of their software · price −$24.5M$34.5M+$7.3M
- RingCentralRNG1,120,338 shares · 0.9% of their software · price +$605K$32.4M−$21.6M
- PTCPTC169,102 shares · 0.8% of their software · price −$4.9M$29.5M+$1.8M
- AtlassianTEAM170,746 shares · 0.7% of their software$27.7M−$54.2M
- Core Scientific, Inc.CORZ1,740,411 shares · 0.7% of their software · price −$5.9M$25.3M+$15.1M
- ZoomZM291,852 shares · 0.7% of their software · price +$1.1M$25.2M−$15.6M
- BullishBLSH623,559 shares · 0.6% of their software · price −$16.1M$23.6M+$1.5M
- ServiceTitanTTAN191,900 shares · 0.6% of their software · price +$1.1M$20.4M−$38.1M
- Calix, Inc.CALX375,132 shares · 0.5% of their software · price −$3.2M$19.9MNew · +$23.0M
- WorkdayWDAY91,683 shares · 0.5% of their software · price −$2.4M$19.7MNew · +$22.1M
- Rapid7RPD1,193,516 shares · 0.5% of their software · price −$4.2M$18.1M+$4.9M
- Check PointCHKP97,682 shares · 0.5% of their software · price −$2.1M$18.1M−$47.8M
- DoximityDOCS408,718 shares · 0.5% of their software · price −$11.8M$18.1MNew · +$29.9M
- KlaviyoKVYO552,868 shares · 0.5% of their software · price +$2.6M$18.0MNew · +$15.3M
- A2Z Cust2Mate Solutions Corp.AZ2,250,987 shares · 0.4% of their software · price −$3.3M$14.7M+$2.0M
- CommvaultCVLT100,142 shares · 0.3% of their software · price −$6.4M$12.6M+$13.0M
- Wealthfront CorporationWLTH900,000 shares · 0.3% of their software$12.2MNew · +$12.2M
- Lyft, Inc.LYFT579,016 shares · 0.3% of their software · price −$1.5M$11.2M−$31.7M
- Alight, Inc.ALIT5,718,612 shares · 0.3% of their software · price −$7.5M$11.2MFlat
- DuolingoDUOL61,441 shares · 0.3% of their software · price −$9.0M$10.8MNew · +$19.8M
- IntuitINTU15,055 shares · 0.3% of their software$10.0MNew · +$10.3M
- OktaOKTA90,262 shares · 0.2% of their software$7.8M−$120M
- Rubrik, Inc.RBRK63,653 shares · 0.1% of their software$4.9M−$4.4M
- A10 Networks, Inc.ATEN272,093 shares · 0.1% of their software$4.8MNew · +$4.9M
- WaystarWAY130,719 shares · 0.1% of their software · price −$676K$4.3M−$63.9M
- Silvaco Group, Inc.SVCO732,824 shares · 0.1% of their software · price −$997K$3.0M+$2.9M
- Via Transportation, Inc.VIA100,000 shares · 0.1% of their software · price −$1.9M$2.9M+$1.9M
- The Trade DeskTTD38,317 shares · 0.0% of their software$1.5MNew · +$1.9M