Generalist · New York, NY
Neuberger Berman Group LLC
- Software
- $8.7B
- Weight of 13F
- 6.0%
- Names
- 88
- Vs prior quarter
- +$214M
Filed 13 August 2026.
4,224 positions in the whole 13F.
Software held
- MicrosoftMSFT10,608,282 shares · 45.7% of their software$4.0B−$258M
- OracleORCL4,283,749 shares · 7.1% of their software$611M−$66.3M
- CrowdStrikeCRWD571,450 shares · 5.0% of their software$436M+$169M
- Palo Alto NetworksPANW1,077,767 shares · 4.2% of their software$368M+$189M
- SynopsysSNPS438,153 shares · 2.3% of their software$195M−$4.1M
- DigitalOceanDOCN1,170,873 shares · 2.1% of their software$184M+$108M
- AppLovinAPP347,866 shares · 2.1% of their software$179M+$73.2M
- CloudflareNET606,033 shares · 1.7% of their software$149M+$44.1M
- ShopifySHOP1,276,855 shares · 1.7% of their software$146M+$21.5M
- Manhattan AssociatesMANH976,464 shares · 1.6% of their software$136M+$7.3M
- Tyler TechnologiesTYL459,451 shares · 1.6% of their software$134M+$7.3M
- VaronisVRNS3,112,411 shares · 1.5% of their software$130M+$83.7M