Generalist · Salt Lake City, UT
Ensign Peak Advisors
Q4 2024 · compared with Q3 2024
Filed as Ensign Peak Advisors, INC
- Software
- $6.9B
- Weight of 13F
- 12.2%
- Names
- 135
- Net bought
- −$201M
Filed 14 February 2025 · SEC filing.
1,708 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 2026138 names$5.8B−$168M
- Q1 2026142 names$5.7B−$138M
- Q4 2025144 names$7.7B+$657M
- Q3 2025142 names$8.9B+$101M
- Q2 2025142 names$8.4B+$427M
- Q1 2025139 names$6.3B+$70.1M
- Q4 2024135 names$6.9B−$201M
- Q3 2024133 names$6.9B−$142M
- Q2 2024129 names$7.1B−$392M
- Q1 2024128 names$7.3B+$425M
- Q4 2023126 names$6.4B+$370M
- Q3 2023126 names$5.0B+$38.4M
- Q2 2023124 names$5.3B+$141M
- Q1 2023123 names$4.3B−$48.6M
- Q4 2022122 names$3.7B+$262M
- Q3 2022170 names$3.3B+$158M
- Q2 2022149 names$3.6B+$653M
- Q1 2022146 names$4.4B−$662M
- Q4 2021133 names$5.7B+$340M
- Q3 202199 names$4.9B+$41.1M
- Q2 202192 names$4.7B+$1.3B
- Q1 202194 names$4.1B+$24.9M
- Q4 202095 names$4.1B−$457M
- Q3 202092 names$4.2B+$52.6M
- Q2 202087 names$3.8B−$120M
- Q1 202083 names$3.0B+$122M
- Q4 201995 names$2.9B—
What moved the book
The five software lines with the largest share change this quarter.
Software held
- MicrosoftMSFT6,743,051 shares · 41.3% of their software · price −$59.3M$2.8B−$255M
- ServiceNowNOW382,814 shares · 5.9% of their software · price +$63.4M$406M−$66.7M
- SalesforceCRM1,122,945 shares · 5.5% of their software · price +$68.1M$375M+$53.0M
- Uber Technologies, Inc.UBER4,862,600 shares · 4.3% of their software · price −$72.2M$293MFlat
- OracleORCL1,601,205 shares · 3.9% of their software · price −$6.0M$267M−$62.9M
- AdobeADBE498,496 shares · 3.2% of their software · price −$36.4M$222M−$7.1M
- DatadogDDOG917,085 shares · 1.9% of their software · price +$25.5M$131M−$1.9M
- ShopifySHOP1,075,302 shares · 1.7% of their software · price +$28.2M$114MFlat
- HubSpotHUBS159,997 shares · 1.6% of their software · price +$26.4M$111M+$30.8M
- IntuitINTU172,482 shares · 1.6% of their software · price +$1.3M$108M+$10.0M
- CrowdStrikeCRWD306,723 shares · 1.5% of their software · price +$18.9M$105M+$24.1M
- Shift4 Payments, Inc.FOUR966,262 shares · 1.5% of their software · price +$14.7M$100M−$7.8M
- Palo Alto NetworksPANW541,757 shares · 1.4% of their software · price −$86.6M$98.6M+$67.8M
- WorkdayWDAY314,165 shares · 1.2% of their software · price +$4.3M$81.1M+$9.0M
- AppLovinAPP242,068 shares · 1.1% of their software · price +$46.8M$78.4M+$20.8M
- Fiserv, Inc.FISV372,776 shares · 1.1% of their software · price +$9.6M$76.6M−$1.9M
- Roper Technologies, Inc.ROP135,315 shares · 1.0% of their software · price −$5.0M$70.3M−$1.3M
- PalantirPLTR908,283 shares · 1.0% of their software · price +$34.9M$68.7MSplit
- AtlassianTEAM280,824 shares · 1.0% of their software · price +$23.7M$68.3M+$27.9M
- VeriskVRSK242,174 shares · 1.0% of their software · price +$1.8M$66.7M−$2.2M
- CoStarCSGP888,434 shares · 0.9% of their software · price −$3.4M$63.6M−$13.4M
- FortinetFTNT663,401 shares · 0.9% of their software · price +$11.2M$62.7M−$29.3M
- SynopsysSNPS119,986 shares · 0.8% of their software · price −$2.5M$58.2M−$17.6M
- MongoDBMDB219,989 shares · 0.7% of their software · price −$8.3M$51.2M+$2.7M
- ZoomZM601,726 shares · 0.7% of their software · price +$7.1M$49.1M−$1.9M
- ZscalerZS270,269 shares · 0.7% of their software · price +$2.6M$48.8MFlat
- OktaOKTA519,782 shares · 0.6% of their software · price +$2.3M$41.0M+$21.6M
- Endava plcDAVA1,137,375 shares · 0.5% of their software · price +$6.1M$35.1M+$7.6M
- TwilioTWLO324,710 shares · 0.5% of their software · price +$13.9M$35.1M+$5.8M
- VeriSign, Inc.VRSN159,442 shares · 0.5% of their software · price +$2.7M$33.0M−$1.7M
- JFrogFROG1,117,124 shares · 0.5% of their software$32.9M+$9.7M
- SentinelOneS1,478,532 shares · 0.5% of their software · price −$2.5M$32.8M−$19.5M
- Automatic Data Processing, Inc.ADP109,905 shares · 0.5% of their software · price +$1.8M$32.2M+$1.4M
- PaylocityPCTY159,111 shares · 0.5% of their software · price +$5.5M$31.7M−$5.5M
- CloudflareNET286,399 shares · 0.4% of their software · price +$7.7M$30.8M+$1.4M
- Fair IsaacFICO14,915 shares · 0.4% of their software · price +$707K$29.7M+$1.5M
- Strategy IncMSTR98,403 shares · 0.4% of their software · price +$11.9M$28.5M+$5.9M
- NetApp, Inc.NTAP234,170 shares · 0.4% of their software · price −$1.7M$27.2M−$1.6M
- The Trade DeskTTD225,801 shares · 0.4% of their software · price +$1.8M$26.5M−$14.1M
- CadenceCDNS73,347 shares · 0.3% of their software · price +$2.2M$22.0M−$12.3M
- VeevaVEEV103,335 shares · 0.3% of their software$21.7M+$8.4M
- SnowflakeSNOW132,560 shares · 0.3% of their software · price +$5.2M$20.5M+$2.2M
- Manhattan AssociatesMANH65,554 shares · 0.3% of their software · price −$730K$17.7M+$5.0M
- DoximityDOCS297,715 shares · 0.2% of their software · price +$2.9M$15.9M−$1.3M
- GoDaddyGDDY75,881 shares · 0.2% of their software · price +$3.1M$15.0M+$546K
- Rubrik, Inc.RBRK221,959 shares · 0.2% of their software · price +$7.4M$14.5M+$543K
- ToastTOST338,283 shares · 0.2% of their software · price +$2.8M$12.3M+$675K
- Paychex, Inc.PAYX87,651 shares · 0.2% of their software · price +$529K$12.3MFlat
- F5, Inc.FFIV45,663 shares · 0.2% of their software · price +$1.4M$11.5M+$1.0M
- Tyler TechnologiesTYL19,410 shares · 0.2% of their software$11.2M+$992K
- Block, Inc.XYZ130,315 shares · 0.2% of their software · price +$2.3M$11.1M+$2.7M
- BroadridgeBR47,130 shares · 0.2% of their software · price +$521K$10.7M−$3.5M
- PTCPTC57,377 shares · 0.2% of their software$10.5M+$801K
- Corpay, Inc.CPAY30,467 shares · 0.1% of their software · price +$782K$10.3M+$705K
- FactSetFDS21,054 shares · 0.1% of their software$10.1M−$1.0M
- DocuSignDOCU103,070 shares · 0.1% of their software · price +$2.9M$9.3MFlat
- DescartesDSGX76,473 shares · 0.1% of their software · price +$814K$8.7M+$2.7M
- FlywireFLYW414,800 shares · 0.1% of their software · price +$1.8M$8.6M+$6.1M
- DuolingoDUOL24,978 shares · 0.1% of their software · price +$1.1M$8.1M+$3.2M
- AutodeskADSK26,837 shares · 0.1% of their software · price +$539K$7.9MFlat
- GuidewireGWRE46,565 shares · 0.1% of their software · price −$669K$7.8M+$2.6M
- GitLabGTLB133,822 shares · 0.1% of their software · price +$644K$7.5M+$4.0M
- DynatraceDT134,636 shares · 0.1% of their software$7.3M+$657K
- NutanixNTNX117,507 shares · 0.1% of their software$7.2M+$2.1M
- AkamaiAKAM68,867 shares · 0.1% of their software$6.6MFlat
- SS&CSSNC84,649 shares · 0.1% of their software$6.4MFlat
- Gen DigitalGEN229,109 shares · 0.1% of their software$6.3MFlat
- PaycomPAYC30,284 shares · 0.1% of their software · price +$1.2M$6.2M−$2.6M
- TrimbleTRMB84,085 shares · 0.1% of their software · price +$721K$5.9MFlat
- AppFolioAPPF22,798 shares · 0.1% of their software$5.6MFlat
- SamsaraIOT125,877 shares · 0.1% of their software · price −$558K$5.5M+$647K
- MorningstarMORN12,972 shares · 0.1% of their software$4.4M−$1.7M
- Bentley SystemsBSY89,238 shares · 0.1% of their software$4.2MFlat
- DropboxDBX128,055 shares · 0.1% of their software · price +$590K$3.8M−$685K
- BoxBOX114,955 shares · 0.1% of their software$3.6M+$682K
- SoundHound AI, Inc.SOUN178,546 shares · 0.1% of their software · price +$2.7M$3.5MFlat
- BILLBILL39,410 shares · 0.0% of their software · price +$1.3M$3.3MFlat
- ElasticESTC32,886 shares · 0.0% of their software · price +$734K$3.3M−$1.1M
- Q2QTWO31,213 shares · 0.0% of their software · price +$652K$3.1MFlat
- InterDigital, Inc.IDCC16,054 shares · 0.0% of their software · price +$836K$3.1M+$579K
- SPS CommerceSPSC14,975 shares · 0.0% of their software$2.8MFlat
- CommvaultCVLT16,922 shares · 0.0% of their software$2.6MFlat
- WEX Inc.WEX14,303 shares · 0.0% of their software$2.5MFlat
- VaronisVRNS51,230 shares · 0.0% of their software · price −$618K$2.3MFlat
- Zeta GlobalZETA124,100 shares · 0.0% of their software · price −$1.5M$2.2M+$2.5M
- ProcorePCOR29,568 shares · 0.0% of their software$2.2MFlat
- QualysQLYS15,644 shares · 0.0% of their software$2.2MFlat
- ACI WorldwideACIW39,989 shares · 0.0% of their software$2.1MFlat
- Euronet Worldwide, Inc.EEFT20,024 shares · 0.0% of their software$2.1M−$2.1M
- UiPathPATH159,593 shares · 0.0% of their software$2.0MFlat
- UnityU88,947 shares · 0.0% of their software$2.0M−$14.9M
- WorkivaWK16,117 shares · 0.0% of their software$1.8MFlat
- FreshworksFRSH108,972 shares · 0.0% of their software · price +$511K$1.8M+$562K
- WixWIX7,250 shares · 0.0% of their software$1.6MNew · +$1.2M
- Agilysys, Inc.AGYS11,804 shares · 0.0% of their software$1.6MFlat
- TenableTENB39,259 shares · 0.0% of their software$1.5MFlat
- Check PointCHKP8,200 shares · 0.0% of their software$1.5MFlat
- monday.comMNDY6,458 shares · 0.0% of their software$1.5M+$879K
- Lyft, Inc.LYFT115,199 shares · 0.0% of their software$1.5MFlat
- Clearwater AnalyticsCWAN50,880 shares · 0.0% of their software$1.4M—
- C3.aiAI39,845 shares · 0.0% of their software$1.4MFlat
- BlackbaudBLKB17,755 shares · 0.0% of their software$1.3MFlat
- BlackLineBL20,325 shares · 0.0% of their software$1.2MFlat
- Alarm.com Holdings, Inc.ALRM19,458 shares · 0.0% of their software$1.2MFlat
- ProgressPRGS17,994 shares · 0.0% of their software$1.2MFlat
- LiveRamp Holdings, Inc.RAMP36,653 shares · 0.0% of their software$1.1MFlat
- Remitly Global, Inc.RELY47,150 shares · 0.0% of their software$1.1MFlat
- RingCentralRNG30,197 shares · 0.0% of their software$1.1MFlat
- Five9FIVN25,285 shares · 0.0% of their software$1.0MFlat
- ePlus inc.PLUS13,804 shares · 0.0% of their software$1.0MFlat
- TeradataTDC31,624 shares · 0.0% of their software$985KFlat
- ZoomInfoZI93,651 shares · 0.0% of their software$984KFlat
- MagniteMGNI59,508 shares · 0.0% of their software$947KFlat
- nCinoNCNO27,826 shares · 0.0% of their software$934KFlat
- EVERTEC, Inc.EVTC26,360 shares · 0.0% of their software$910KFlat
- Rapid7RPD22,486 shares · 0.0% of their software$905KFlat
- Core Scientific, Inc.CORZ62,450 shares · 0.0% of their software$877KNew · +$741K
- DoubleVerifyDV45,076 shares · 0.0% of their software$866KFlat
- Adeia Inc.ADEA60,945 shares · 0.0% of their software$852KFlat
- DigitalOceanDOCN24,570 shares · 0.0% of their software$837KFlat
- Alight, Inc.ALIT120,882 shares · 0.0% of their software$837KFlat
- Donnelley Financial Solutions, Inc.DFIN13,303 shares · 0.0% of their software$834KFlat
- PagerDutyPD44,326 shares · 0.0% of their software$809KFlat
- NCR Atleos CorporationNATL22,100 shares · 0.0% of their software$750KFlat
- Calix, Inc.CALX20,763 shares · 0.0% of their software$724KFlat
- Sprout SocialSPT22,201 shares · 0.0% of their software$682KFlat
- NetScout Systems, Inc.NTCT30,006 shares · 0.0% of their software$650KFlat
- FastlyFSLY66,208 shares · 0.0% of their software$625KFlat
- OneSpan Inc.OSPN32,557 shares · 0.0% of their software$604KFlat
- PhreesiaPHR22,491 shares · 0.0% of their software$566KFlat
- Grab Holdings LimitedGRAB111,050 shares · 0.0% of their software$524KNew · Flat
- SchrödingerSDGR25,643 shares · 0.0% of their software$495KFlat
- CertaraCERT43,477 shares · 0.0% of their software$463KFlat
- Simulations PlusSLP12,861 shares · 0.0% of their software$359KFlat
- KlaviyoKVYO4,880 shares · 0.0% of their software$201KFlat