Generalist · New York, NY
Neuberger Berman Group
Q2 2025 · compared with Q1 2025
Filed as Neuberger Berman Group LLC
- Software
- $16.0B
- Weight of 13F
- 12.3%
- Names
- 131
- Net bought
- +$68.1M
Filed 13 August 2025 · SEC filing.
2,034 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
- MicrosoftMSFT11,747,108 shares · 36.5% of their software · price +$1.4B$5.8B+$109M
- OracleORCL5,286,207 shares · 7.2% of their software · price +$417M$1.2B−$20.7M
- Uber Technologies, Inc.UBER6,981,526 shares · 4.1% of their software · price +$143M$651M+$25.2M
- VeriskVRSK1,622,305 shares · 3.2% of their software · price +$22.5M$505M−$9.0M
- Fiserv, Inc.FISV2,858,032 shares · 3.1% of their software · price −$138M$493M+$67.5M
- IntuitINTU611,769 shares · 3.0% of their software · price +$106M$482M−$19.2M
- ServiceNowNOW454,441 shares · 2.9% of their software · price +$105M$467M−$34.2M
- SynopsysSNPS620,641 shares · 2.0% of their software · price +$52.0M$318M+$13.5M
- GoDaddyGDDY1,731,784 shares · 1.9% of their software$312M−$27.3M
- SalesforceCRM1,110,864 shares · 1.9% of their software · price +$4.8M$303M−$122M
- Manhattan AssociatesMANH1,317,388 shares · 1.6% of their software · price +$32.2M$260M−$5.5M
- Fair IsaacFICO123,545 shares · 1.4% of their software · price −$2.0M$226M−$71.6M
- Roper Technologies, Inc.ROP384,650 shares · 1.4% of their software · price −$8.7M$218MFlat
- Tyler TechnologiesTYL359,107 shares · 1.3% of their software · price +$4.1M$213M−$29.5M
- CommvaultCVLT1,181,124 shares · 1.3% of their software · price +$19.6M$206M−$50.2M
- WaystarWAY4,896,475 shares · 1.2% of their software · price +$17.2M$200M+$5.0M
- Palo Alto NetworksPANW951,664 shares · 1.2% of their software · price +$32.4M$195M−$9.3M
- CrowdStrikeCRWD377,144 shares · 1.2% of their software · price +$59.1M$192M+$25.2M
- Paychex, Inc.PAYX1,264,282 shares · 1.1% of their software · price −$11.2M$184M+$7.3M
- Shift4 Payments, Inc.FOUR1,810,692 shares · 1.1% of their software · price +$31.5M$179M+$46.2M
- HubSpotHUBS321,679 shares · 1.1% of their software · price −$4.7M$179M+$115M
- WorkdayWDAY692,756 shares · 1.0% of their software · price +$4.5M$166M−$6.0M
- QualysQLYS1,074,574 shares · 1.0% of their software · price +$18.2M$154M−$3.9M
- SPS CommerceSPSC1,113,461 shares · 0.9% of their software · price +$3.7M$152M−$62.3M
- monday.comMNDY450,619 shares · 0.9% of their software · price +$32.1M$142M+$10.1M
- VertexVERX3,166,478 shares · 0.7% of their software · price +$1.0M$112M−$3.1M
- AppLovinAPP302,149 shares · 0.7% of their software · price +$25.7M$106M−$13.5M
- CloudflareNET538,186 shares · 0.7% of their software · price +$44.7M$105M+$43.6M
- NICENICE619,684 shares · 0.7% of their software · price +$9.1M$105M−$3.1M
- Amdocs LimitedDOX1,018,369 shares · 0.6% of their software$92.9MFlat
- BlackLineBL1,575,966 shares · 0.6% of their software · price +$12.9M$89.2M+$35.3M
- The Trade DeskTTD1,160,757 shares · 0.5% of their software · price +$20.0M$83.6M−$31.2M
- ZscalerZS251,206 shares · 0.5% of their software · price +$29.0M$78.9M+$26.1M
- CCC Intelligent Solutions Holdings Inc.CCC8,115,311 shares · 0.5% of their software · price +$3.1M$76.4M+$54.3M
- Automatic Data Processing, Inc.ADP247,307 shares · 0.5% of their software · price +$710K$76.3MFlat
- Gen DigitalGEN2,524,808 shares · 0.5% of their software · price +$7.2M$74.2M+$2.6M
- SAPSAP241,048 shares · 0.5% of their software · price +$8.6M$73.3M−$5.8M
- Zeta GlobalZETA4,709,151 shares · 0.5% of their software · price +$9.1M$72.9M+$7.3M
- Ribbon Communications Inc.RBBN18,461,960 shares · 0.4% of their software · price +$1.7M$69.2MFlat
- TwilioTWLO547,192 shares · 0.4% of their software · price +$14.5M$68.0M+$53.3M
- ToastTOST1,472,638 shares · 0.4% of their software · price +$16.4M$65.2M+$47.6M
- DatadogDDOG468,619 shares · 0.4% of their software · price +$16.5M$62.9M−$714K
- VaronisVRNS998,399 shares · 0.3% of their software · price +$10.3M$50.6MFlat
- Corpay, Inc.CPAY148,429 shares · 0.3% of their software · price −$2.5M$49.3M−$1.5M
- Cognyte Software Ltd.CGNT5,215,938 shares · 0.3% of their software · price +$7.5M$48.2MFlat
- WixWIX299,493 shares · 0.3% of their software · price −$1.5M$47.5M−$1.2M
- DuolingoDUOL115,494 shares · 0.3% of their software · price +$11.5M$47.4M+$14.6M
- AdobeADBE120,580 shares · 0.3% of their software$46.6MFlat
- Adeia Inc.ADEA3,251,815 shares · 0.3% of their software · price +$3.0M$46.0MFlat
- UnityU1,845,260 shares · 0.3% of their software · price +$8.5M$44.7M+$17.9M
- PalantirPLTR291,201 shares · 0.2% of their software · price +$15.1M$39.7M−$121M
- Strategy IncMSTR97,901 shares · 0.2% of their software · price +$11.4M$39.6M+$11.3M
- ShopifySHOP328,355 shares · 0.2% of their software · price +$6.5M$37.8M−$14.4M
- AutodeskADSK117,974 shares · 0.2% of their software · price +$5.6M$36.5M+$2.1M
- WEX Inc.WEX239,137 shares · 0.2% of their software · price −$2.4M$35.1M−$5.9M
- Alight, Inc.ALIT6,147,909 shares · 0.2% of their software · price −$1.7M$34.8M+$965K
- BoxBOX955,286 shares · 0.2% of their software · price +$3.2M$32.6M+$8.1M
- Radware Ltd.RDWR1,107,183 shares · 0.2% of their software · price +$8.7M$32.6MFlat
- CadenceCDNS103,786 shares · 0.2% of their software · price +$5.6M$32.0M−$3.0M
- UiPathPATH2,495,934 shares · 0.2% of their software · price +$6.2M$31.9MFlat
- BroadridgeBR129,959 shares · 0.2% of their software$31.6M+$26.8M
- InterDigital, Inc.IDCC134,373 shares · 0.2% of their software · price +$2.3M$30.1M+$13.9M
- OneSpan Inc.OSPN1,618,885 shares · 0.2% of their software · price +$2.3M$27.0MFlat
- NetApp, Inc.NTAP239,346 shares · 0.2% of their software · price +$4.5M$25.5M−$1.0M
- DescartesDSGX246,073 shares · 0.2% of their software$25.0M−$6.5M
- NutanixNTNX322,511 shares · 0.2% of their software · price +$2.1M$24.7M+$5.6M
- SnowflakeSNOW98,831 shares · 0.1% of their software · price +$7.7M$22.1M+$10.9M
- CoStarCSGP265,356 shares · 0.1% of their software$21.3M+$15.3M
- ServiceTitanTTAN198,962 shares · 0.1% of their software · price +$2.4M$21.3M+$17.6M
- GuidewireGWRE87,753 shares · 0.1% of their software · price +$4.2M$20.7M+$15.9M
- Xperi Inc.XPER2,574,014 shares · 0.1% of their software$20.4MFlat
- Q2QTWO203,152 shares · 0.1% of their software · price +$2.8M$19.0MFlat
- Check PointCHKP84,676 shares · 0.1% of their software · price −$565K$18.7M+$527K
- Remitly Global, Inc.RELY603,383 shares · 0.1% of their software · price −$1.2M$11.3M+$6.4M
- Calix, Inc.CALX209,445 shares · 0.1% of their software · price +$3.7M$11.1M−$1.2M
- Bentley SystemsBSY194,341 shares · 0.1% of their software · price +$2.8M$10.5MFlat
- Clearwater AnalyticsCWAN477,685 shares · 0.1% of their software$10.5M—
- MongoDBMDB47,123 shares · 0.1% of their software · price +$1.6M$9.9MFlat
- FortinetFTNT87,292 shares · 0.1% of their software · price +$826K$9.2M+$1.4M
- SamsaraIOT231,433 shares · 0.1% of their software$9.2MFlat
- OpenTextOTEX314,743 shares · 0.1% of their software · price +$1.2M$9.2M+$1.7M
- VeriSign, Inc.VRSN29,044 shares · 0.1% of their software · price +$1.0M$8.4M+$5.4M
- SoundHound AI, Inc.SOUN718,255 shares · 0.0% of their software · price +$1.9M$7.7M+$2.9M
- ProcorePCOR100,533 shares · 0.0% of their software$6.9M−$3.8M
- AtlassianTEAM31,570 shares · 0.0% of their software$6.4MFlat
- SS&CSSNC67,430 shares · 0.0% of their software$5.6M+$1.7M
- F5, Inc.FFIV18,360 shares · 0.0% of their software · price +$515K$5.4M+$1.8M
- MorningstarMORN14,616 shares · 0.0% of their software$4.6MFlat
- ZoomZM57,991 shares · 0.0% of their software$4.5M+$625K
- DocuSignDOCU51,294 shares · 0.0% of their software$4.0M+$611K
- Grab Holdings LimitedGRAB798,744 shares · 0.0% of their software$4.0M+$3.0M
- Rubrik, Inc.RBRK33,308 shares · 0.0% of their software · price +$953K$3.0M−$808K
- TrimbleTRMB37,596 shares · 0.0% of their software$2.9M+$502K
- nCinoNCNO94,653 shares · 0.0% of their software$2.6M+$598K
- FactSetFDS5,234 shares · 0.0% of their software$2.3MFlat
- AppFolioAPPF10,155 shares · 0.0% of their software$2.3MFlat
- DynatraceDT35,439 shares · 0.0% of their software$2.0MFlat
- Block, Inc.XYZ27,035 shares · 0.0% of their software$1.8MFlat
- PaycomPAYC7,768 shares · 0.0% of their software$1.8MFlat
- PTCPTC9,542 shares · 0.0% of their software$1.6MFlat
- Endava plcDAVA98,054 shares · 0.0% of their software$1.5MFlat
- VeevaVEEV5,087 shares · 0.0% of their software$1.5MFlat
- GitLabGTLB30,564 shares · 0.0% of their software$1.4M−$888K
- AkamaiAKAM13,451 shares · 0.0% of their software$1.1MFlat
- PaylocityPCTY4,963 shares · 0.0% of their software$899KFlat
- OktaOKTA8,125 shares · 0.0% of their software$812K−$45.6M
- Lyft, Inc.LYFT49,121 shares · 0.0% of their software$774KFlat
- ACI WorldwideACIW16,835 shares · 0.0% of their software$773K−$13.4M
- Clear Secure, Inc.YOU27,073 shares · 0.0% of their software$752KFlat
- ZoomInfoZI65,059 shares · 0.0% of their software$658K—
- DropboxDBX21,280 shares · 0.0% of their software$609KNew · +$568K
- SentinelOneS31,395 shares · 0.0% of their software$574KNew · +$571K
- Euronet Worldwide, Inc.EEFT5,122 shares · 0.0% of their software$519KFlat
- CoreWeave, Inc.CRWV3,045 shares · 0.0% of their software$497K−$54.7M
- BILLBILL9,447 shares · 0.0% of their software$437K−$640K
- JFrogFROG7,732 shares · 0.0% of their software$339KFlat
- Joint Stock Company Kaspi.kzKSPI3,879 shares · 0.0% of their software$329KFlat
- DoximityDOCS5,351 shares · 0.0% of their software$328KNew · Flat
- SailPointSAIL13,003 shares · 0.0% of their software$297KFlat
- StoneCo Ltd.STNE18,399 shares · 0.0% of their software$295KFlat
- NCR Atleos CorporationNATL8,926 shares · 0.0% of their software$255KFlat
- ProgressPRGS3,932 shares · 0.0% of their software$251KNew · Flat
- ElasticESTC2,806 shares · 0.0% of their software$237KFlat
- Telos CorporationTLS69,068 shares · 0.0% of their software$219KFlat
- YextYEXT21,478 shares · 0.0% of their software$183KFlat
- FlywireFLYW14,446 shares · 0.0% of their software$169K−$8.7M
- VTEXVTEX22,131 shares · 0.0% of their software$146KFlat
- Payoneer Global Inc.PAYO18,426 shares · 0.0% of their software$126KFlat
- PagSeguro Digital Ltd.PAGS12,084 shares · 0.0% of their software$116KFlat
- BlackBerry LimitedBB22,539 shares · 0.0% of their software$103KNew · Flat
- Sabre CorporationSABR23,459 shares · 0.0% of their software$74KFlat