Generalist · New York, NY
Neuberger Berman Group
Q1 2025 · compared with Q4 2024
Filed as Neuberger Berman Group LLC
- Software
- $13.2B
- Weight of 13F
- 11.1%
- Names
- 127
- Net bought
- −$134M
Filed 13 May 2025 · SEC filing.
1,953 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 2026141 names · $9.4M in calls, not in the total$10.3B−$420M
- Q1 2026136 names$9.9B−$679M
- Q4 2025137 names$13.5B+$376M
- Q3 2025132 names$16.2B+$333M
- Q2 2025131 names$16.0B+$68.1M
- Q1 2025127 names$13.2B−$134M
- Q4 2024121 names · $2.2M in calls, not in the total$14.8B+$41.1M
- Q3 2024118 names$14.4B+$184M
- Q2 2024122 names · $201K in calls, not in the total$14.1B−$233M
- Q1 2024114 names$14.0B−$401M
- Q4 2023116 names$13.4B−$1.3B
- Q3 2023114 names$12.6B+$725M
- Q2 2023113 names$12.5B−$287M
- Q1 2023114 names$11.1B−$171M
- Q4 2022111 names$9.7B+$66.9M
- Q3 2022111 names$9.5B+$525M
- Q2 2022111 names$9.6B+$1.2B
- Q1 2022112 names$11.3B−$1.7B
- Q4 2021110 names · $643K in calls, not in the total$14.3B+$1.1B
- Q3 2021111 names$12.5B+$51.9M
- Q2 2021110 names · $550K in calls, not in the total$12.0B+$557M
- Q1 2021104 names$10.7B+$537M
- Q4 202093 names · $2.2M in calls, not in the total$10.3B+$374M
- Q3 202085 names$8.9B−$10.4M
- Q2 202078 names$8.4B−$74.6M
- Q1 202072 names$6.3B−$79.8M
- Q4 201972 names$7.1B+$66.1M
- Q3 201965 names$6.5B+$129M
- Q2 201971 names$6.4B+$164M
- Q1 201967 names$5.7B+$31.6M
- Q4 201864 names$4.6B+$187M
- Q3 201859 names$5.3B−$182M
- Q2 201863 names$4.9B−$135M
- Q1 201858 names$4.7B−$388M
- Q4 201755 names$4.9B−$37.0M
- Q3 201750 names$4.6B−$29.8M
- Q2 201746 names$4.5B+$56.8M
- Q1 201742 names$4.2B−$92.7M
- Q4 201644 names$4.0B−$137M
- Q3 201644 names$4.1B−$219M
- Q2 201643 names$4.1B—
What moved the book
The five software lines with the largest share change this quarter.
Software held
- MicrosoftMSFT11,457,484 shares · 32.5% of their software · price −$528M$4.3B−$134M
- OracleORCL5,434,278 shares · 5.7% of their software · price −$146M$760M+$138M
- Fiserv, Inc.FISV2,552,559 shares · 4.3% of their software · price +$39.3M$564M−$31.9M
- VeriskVRSK1,652,392 shares · 3.7% of their software · price +$36.7M$492M+$19.5M
- Uber Technologies, Inc.UBER6,635,272 shares · 3.7% of their software · price +$83.2M$483M−$8.5M
- SalesforceCRM1,566,129 shares · 3.2% of their software · price −$103M$420M−$120M
- ServiceNowNOW497,443 shares · 3.0% of their software · price −$131M$396M−$5.4M
- IntuitINTU643,035 shares · 3.0% of their software · price −$9.3M$395M−$161M
- GoDaddyGDDY1,883,395 shares · 2.6% of their software · price −$32.5M$339M+$70.5M
- Fair IsaacFICO162,387 shares · 2.3% of their software · price −$23.8M$299M−$47.6M
- SynopsysSNPS589,135 shares · 1.9% of their software · price −$33.3M$253M+$43.9M
- Tyler TechnologiesTYL409,926 shares · 1.8% of their software · price +$1.9M$238M+$13.8M
- CommvaultCVLT1,499,103 shares · 1.8% of their software · price +$10.3M$236M−$9.8M
- Manhattan AssociatesMANH1,349,422 shares · 1.8% of their software · price −$131M$234MFlat
- Roper Technologies, Inc.ROP384,845 shares · 1.7% of their software · price +$26.8M$227M−$5.0M
- SPS CommerceSPSC1,582,583 shares · 1.6% of their software · price −$81.1M$210M−$13.5M
- Paychex, Inc.PAYX1,217,092 shares · 1.4% of their software · price +$17.1M$188M+$92.2M
- WaystarWAY4,761,569 shares · 1.3% of their software · price +$3.1M$178M+$22.7M
- Palo Alto NetworksPANW1,006,416 shares · 1.3% of their software · price −$11.4M$172M+$3.6M
- WorkdayWDAY718,452 shares · 1.3% of their software · price −$17.6M$168M+$6.4M
- PalantirPLTR1,730,424 shares · 1.1% of their software · price +$15.2M$146M−$11.4M
- QualysQLYS1,105,310 shares · 1.1% of their software · price −$15.8M$139MFlat
- VertexVERX3,255,703 shares · 0.9% of their software · price −$59.7M$114M−$14.5M
- CrowdStrikeCRWD305,732 shares · 0.8% of their software · price +$3.2M$108M−$35.8M
- Shift4 Payments, Inc.FOUR1,245,718 shares · 0.8% of their software · price −$27.5M$102MFlat
- monday.comMNDY408,960 shares · 0.8% of their software · price +$3.2M$99.4M+$24.7M
- NICENICE639,685 shares · 0.7% of their software · price −$10.0M$98.6M+$31.5M
- The Trade DeskTTD1,731,164 shares · 0.7% of their software · price −$109M$94.7M+$119M
- Amdocs LimitedDOX1,026,881 shares · 0.7% of their software · price +$6.5M$94.0M+$3.3M
- AppLovinAPP353,158 shares · 0.7% of their software · price −$20.8M$93.6M−$18.6M
- Automatic Data Processing, Inc.ADP246,730 shares · 0.6% of their software · price +$3.2M$75.4M+$4.1M
- SAPSAP262,696 shares · 0.5% of their software · price +$5.8M$70.6M−$19.9M
- HubSpotHUBS120,835 shares · 0.5% of their software · price −$15.2M$69.0M+$21.5M
- Ribbon Communications Inc.RBBN18,311,527 shares · 0.5% of their software · price −$4.4M$67.5MFlat
- Gen DigitalGEN2,428,369 shares · 0.5% of their software · price −$2.0M$64.4M+$2.0M
- Zeta GlobalZETA4,171,863 shares · 0.4% of their software · price −$18.5M$56.6M+$38.9M
- CoreWeave, Inc.CRWV1,479,150 shares · 0.4% of their software$54.8MNew · +$54.8M
- Corpay, Inc.CPAY152,625 shares · 0.4% of their software · price +$1.6M$53.2M+$4.1M
- WixWIX306,980 shares · 0.4% of their software · price −$15.7M$50.2M−$10.4M
- DatadogDDOG475,820 shares · 0.4% of their software · price −$20.8M$47.2M−$38.9M
- OktaOKTA441,937 shares · 0.4% of their software · price +$11.7M$46.5M−$18.3M
- AdobeADBE119,845 shares · 0.3% of their software · price −$7.3M$46.0M−$11.6M
- ShopifySHOP478,839 shares · 0.3% of their software · price −$5.2M$45.7M+$15.6M
- Adeia Inc.ADEA3,288,035 shares · 0.3% of their software · price −$2.5M$43.6MFlat
- WEX Inc.WEX276,978 shares · 0.3% of their software · price −$5.1M$43.5M−$14.1M
- BlackLineBL847,196 shares · 0.3% of their software · price −$10.5M$41.0MNew · +$51.5M
- Cognyte Software Ltd.CGNT5,238,803 shares · 0.3% of their software · price −$4.5M$41.0MFlat
- VaronisVRNS996,265 shares · 0.3% of their software · price −$4.0M$40.3M+$23.4M
- Alight, Inc.ALIT5,985,157 shares · 0.3% of their software · price −$5.9M$35.5M+$7.6M
- DescartesDSGX310,044 shares · 0.2% of their software · price −$4.0M$31.3M−$9.8M
- CadenceCDNS115,433 shares · 0.2% of their software · price −$5.3M$29.4M−$72.6M
- AutodeskADSK110,005 shares · 0.2% of their software · price −$3.7M$28.8M−$1.1M
- UiPathPATH2,481,954 shares · 0.2% of their software · price −$6.0M$25.6M−$564K
- OneSpan Inc.OSPN1,631,923 shares · 0.2% of their software · price −$5.4M$24.9MFlat
- Radware Ltd.RDWR1,113,560 shares · 0.2% of their software · price −$1.0M$24.1MFlat
- ZscalerZS119,864 shares · 0.2% of their software · price +$2.2M$23.8M−$33.9M
- NetApp, Inc.NTAP251,027 shares · 0.2% of their software · price −$7.1M$22.1M−$9.0M
- BoxBOX691,667 shares · 0.2% of their software · price −$512K$21.3M−$7.9M
- DuolingoDUOL68,424 shares · 0.2% of their software · price −$937K$21.2M+$666K
- Xperi Inc.XPER2,605,237 shares · 0.2% of their software · price −$6.6M$20.1M−$528K
- CCC Intelligent Solutions Holdings Inc.CCC2,103,707 shares · 0.1% of their software · price −$5.7M$19.0M+$24.3M
- Check PointCHKP82,362 shares · 0.1% of their software · price +$3.4M$18.8M−$2.5M
- UnityU931,479 shares · 0.1% of their software · price −$2.7M$18.2M−$19.2M
- CloudflareNET151,532 shares · 0.1% of their software · price +$759K$17.1M+$15.3M
- Strategy IncMSTR58,865 shares · 0.1% of their software$17.0M+$677K
- NutanixNTNX242,716 shares · 0.1% of their software · price +$2.1M$16.9M−$10.8M
- Q2QTWO208,898 shares · 0.1% of their software · price −$4.3M$16.7M+$5.5M
- ACI WorldwideACIW262,393 shares · 0.1% of their software · price +$735K$14.4M+$4.9M
- InterDigital, Inc.IDCC67,227 shares · 0.1% of their software · price +$876K$13.9M+$12.2M
- Clearwater AnalyticsCWAN466,090 shares · 0.1% of their software$12.5MNew
- ProcorePCOR157,469 shares · 0.1% of their software · price −$1.4M$10.4M−$2.8M
- SamsaraIOT233,764 shares · 0.1% of their software · price −$1.3M$9.0M+$6.8M
- FlywireFLYW926,231 shares · 0.1% of their software · price −$10.3M$8.8MNew · +$19.1M
- Calix, Inc.CALX243,222 shares · 0.1% of their software$8.6MNew · +$8.5M
- MongoDBMDB49,116 shares · 0.1% of their software · price −$2.8M$8.6M−$31.1M
- Bentley SystemsBSY194,182 shares · 0.1% of their software · price −$1.4M$7.6M−$25.6M
- FortinetFTNT72,966 shares · 0.1% of their software$7.0MFlat
- AtlassianTEAM31,862 shares · 0.1% of their software · price −$993K$6.8M−$1.4M
- OpenTextOTEX246,981 shares · 0.0% of their software · price −$756K$6.2M−$1.1M
- Remitly Global, Inc.RELY293,468 shares · 0.0% of their software · price −$519K$6.1MNew · +$6.6M
- CoStarCSGP72,289 shares · 0.0% of their software · price +$552K$5.7MFlat
- BroadridgeBR19,489 shares · 0.0% of their software$4.7MFlat
- MorningstarMORN15,037 shares · 0.0% of their software · price −$555K$4.5MFlat
- SS&CSSNC47,654 shares · 0.0% of their software$4.0MFlat
- ZoomZM49,514 shares · 0.0% of their software$3.7M+$573K
- DocuSignDOCU43,783 shares · 0.0% of their software$3.6MFlat
- SnowflakeSNOW24,090 shares · 0.0% of their software$3.5M−$4.7M
- F5, Inc.FFIV11,446 shares · 0.0% of their software$3.0M+$846K
- SoundHound AI, Inc.SOUN366,713 shares · 0.0% of their software · price −$4.3M$3.0M+$2.0M
- Rubrik, Inc.RBRK46,563 shares · 0.0% of their software$2.8MNew · +$3.0M
- AppFolioAPPF11,526 shares · 0.0% of their software$2.5M+$2.6M
- FactSetFDS5,458 shares · 0.0% of their software$2.5M−$1.0M
- GitLabGTLB49,456 shares · 0.0% of their software$2.3M+$1.2M
- PaycomPAYC9,593 shares · 0.0% of their software$2.1M+$769K
- VeriSign, Inc.VRSN7,927 shares · 0.0% of their software$2.0MFlat
- nCinoNCNO72,873 shares · 0.0% of their software$2.0MFlat
- TrimbleTRMB29,957 shares · 0.0% of their software$2.0M−$608K
- Block, Inc.XYZ30,497 shares · 0.0% of their software · price −$935K$1.7M−$25.2M
- Endava plcDAVA84,273 shares · 0.0% of their software · price −$960K$1.6M+$1.5M
- DynatraceDT34,284 shares · 0.0% of their software$1.6M+$602K
- PTCPTC8,948 shares · 0.0% of their software$1.4M−$10.3M
- ServiceTitanTTAN13,600 shares · 0.0% of their software$1.3M−$2.5M
- ToastTOST37,390 shares · 0.0% of their software$1.2MFlat
- BILLBILL23,389 shares · 0.0% of their software · price −$908K$1.1MNew · +$2.0M
- VeevaVEEV4,526 shares · 0.0% of their software$1.0MFlat
- PaylocityPCTY4,955 shares · 0.0% of their software$928KFlat
- AkamaiAKAM10,153 shares · 0.0% of their software$817KFlat
- Grab Holdings LimitedGRAB126,703 shares · 0.0% of their software$574KFlat
- ZoomInfoZI56,719 shares · 0.0% of their software$567K—
- Clear Secure, Inc.YOU21,212 shares · 0.0% of their software$550KFlat
- GuidewireGWRE2,911 shares · 0.0% of their software$545KFlat
- Euronet Worldwide, Inc.EEFT4,963 shares · 0.0% of their software$530KFlat
- ElasticESTC5,156 shares · 0.0% of their software$459KFlat
- SailPointSAIL22,550 shares · 0.0% of their software$423KNew · Flat
- Joint Stock Company Kaspi.kzKSPI3,879 shares · 0.0% of their software$360KFlat
- TwilioTWLO3,132 shares · 0.0% of their software$307KFlat
- Lyft, Inc.LYFT24,441 shares · 0.0% of their software$290KFlat
- JFrogFROG7,732 shares · 0.0% of their software$247KFlat
- NCR Atleos CorporationNATL8,630 shares · 0.0% of their software$228KFlat
- StoneCo Ltd.STNE17,259 shares · 0.0% of their software$181KFlat
- Telos CorporationTLS70,918 shares · 0.0% of their software$169KFlat
- YextYEXT21,409 shares · 0.0% of their software$132KFlat
- VTEXVTEX22,131 shares · 0.0% of their software$112KFlat
- Payoneer Global Inc.PAYO14,930 shares · 0.0% of their software$109KNew · Flat
- Sabre CorporationSABR30,504 shares · 0.0% of their software$86KFlat
- PagSeguro Digital Ltd.PAGS10,334 shares · 0.0% of their software$79KFlat
- Rekor Systems, Inc.REKR12,318 shares · 0.0% of their software$11KNew · Flat