Generalist · New York, NY
Neuberger Berman Group
Q3 2025 · compared with Q2 2025
Filed as Neuberger Berman Group LLC
- Software
- $16.2B
- Weight of 13F
- 11.8%
- Names
- 132
- Net bought
- +$333M
Filed 12 November 2025 · SEC filing.
2,017 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
- MicrosoftMSFT11,675,508 shares · 37.3% of their software · price +$240M$6.0BFlat
- OracleORCL4,999,077 shares · 8.7% of their software · price +$313M$1.4B−$62.8M
- Uber Technologies, Inc.UBER7,378,710 shares · 4.5% of their software · price +$34.5M$723M+$37.1M
- ServiceNowNOW460,728 shares · 2.6% of their software · price −$49.7M$424M+$6.5M
- IntuitINTU617,763 shares · 2.6% of their software · price −$64.7M$422MFlat
- VeriskVRSK1,504,617 shares · 2.3% of their software · price −$90.3M$378M−$36.7M
- SynopsysSNPS660,598 shares · 2.0% of their software · price −$12.7M$326M+$20.5M
- Fiserv, Inc.FISV2,290,241 shares · 1.8% of their software · price −$99.6M$295M−$97.9M
- Fair IsaacFICO156,662 shares · 1.4% of their software · price −$51.9M$234M+$60.5M
- AppLovinAPP306,646 shares · 1.4% of their software · price +$113M$220M+$1.6M
- CommvaultCVLT1,130,866 shares · 1.3% of their software · price +$16.3M$213M−$8.8M
- CrowdStrikeCRWD433,600 shares · 1.3% of their software · price −$8.2M$213M+$28.8M
- GoDaddyGDDY1,509,038 shares · 1.3% of their software · price −$65.2M$207M−$40.1M
- Manhattan AssociatesMANH1,001,307 shares · 1.3% of their software · price +$7.5M$205M−$62.4M
- WaystarWAY5,226,236 shares · 1.2% of their software · price −$15.4M$198M+$13.5M
- Roper Technologies, Inc.ROP386,966 shares · 1.2% of their software · price −$26.4M$193MFlat
- Palo Alto NetworksPANW942,570 shares · 1.2% of their software · price −$961K$192MFlat
- Shift4 Payments, Inc.FOUR2,344,724 shares · 1.1% of their software · price −$50.9M$181M+$52.9M
- Tyler TechnologiesTYL346,195 shares · 1.1% of their software · price −$24.1M$181M−$7.7M
- SalesforceCRM748,809 shares · 1.1% of their software · price −$26.7M$177M−$98.7M
- WorkdayWDAY679,178 shares · 1.0% of their software$163M−$3.3M
- HubSpotHUBS339,941 shares · 1.0% of their software · price −$30.2M$159M+$10.2M
- Paychex, Inc.PAYX1,142,296 shares · 0.9% of their software · price −$21.4M$145M−$17.7M
- QualysQLYS1,049,573 shares · 0.9% of their software · price −$11.1M$139M−$3.6M
- SPS CommerceSPSC1,300,132 shares · 0.8% of their software · price −$41.5M$135M+$25.4M
- CloudflareNET582,585 shares · 0.8% of their software · price +$10.9M$125M+$8.7M
- Amdocs LimitedDOX1,515,304 shares · 0.8% of their software · price −$13.9M$124M+$45.3M
- NICENICE845,620 shares · 0.8% of their software · price −$20.4M$122M+$38.2M
- monday.comMNDY600,255 shares · 0.7% of their software · price −$72.5M$116M+$47.1M
- ShopifySHOP750,154 shares · 0.7% of their software · price +$25.0M$111M+$48.7M
- Zeta GlobalZETA5,554,543 shares · 0.7% of their software · price +$24.3M$110M+$13.1M
- ZscalerZS363,593 shares · 0.7% of their software · price −$5.2M$109M+$35.3M
- AtlassianTEAM625,432 shares · 0.6% of their software · price −$27.1M$99.9M+$121M
- TwilioTWLO961,189 shares · 0.6% of their software · price −$23.3M$96.2M+$51.5M
- Gen DigitalGEN2,932,770 shares · 0.5% of their software · price −$3.0M$83.3M+$12.0M
- BlackLineBL1,540,505 shares · 0.5% of their software · price −$5.4M$81.8M−$2.0M
- PalantirPLTR440,214 shares · 0.5% of their software · price +$20.3M$80.3M+$20.3M
- DatadogDDOG529,779 shares · 0.5% of their software · price +$4.3M$75.4M+$8.2M
- VertexVERX2,988,570 shares · 0.5% of their software · price −$31.5M$74.1M−$6.3M
- CCC Intelligent Solutions Holdings Inc.CCC8,115,924 shares · 0.5% of their software · price −$2.4M$73.9MFlat
- Check PointCHKP347,781 shares · 0.4% of their software · price −$5.0M$71.9M+$58.2M
- Automatic Data Processing, Inc.ADP243,001 shares · 0.4% of their software · price −$3.6M$71.3M−$1.3M
- SAPSAP264,583 shares · 0.4% of their software · price −$9.8M$70.6M+$7.2M
- Ribbon Communications Inc.RBBN18,254,045 shares · 0.4% of their software · price −$3.8M$64.5M−$834K
- VaronisVRNS1,108,227 shares · 0.4% of their software · price +$7.4M$63.8M+$5.6M
- ToastTOST1,670,185 shares · 0.4% of their software · price −$13.0M$61.0M+$8.7M
- NutanixNTNX750,163 shares · 0.3% of their software · price −$1.5M$55.8M+$32.7M
- Adeia Inc.ADEA3,215,048 shares · 0.3% of their software · price +$8.6M$54.0M−$520K
- WixWIX298,019 shares · 0.3% of their software · price +$5.7M$53.0MFlat
- Rubrik, Inc.RBRK589,208 shares · 0.3% of their software · price −$4.3M$48.5M+$49.8M
- VeevaVEEV156,597 shares · 0.3% of their software · price +$1.6M$46.7M+$43.6M
- AutodeskADSK140,402 shares · 0.3% of their software · price +$1.1M$44.6M+$6.9M
- Cognyte Software Ltd.CGNT5,232,872 shares · 0.3% of their software · price −$4.4M$43.9MFlat
- ServiceTitanTTAN432,983 shares · 0.3% of their software · price −$2.7M$43.7M+$25.1M
- Corpay, Inc.CPAY145,390 shares · 0.3% of their software · price −$6.4M$41.9M−$1.0M
- GuidewireGWRE162,214 shares · 0.2% of their software · price −$907K$37.3M+$17.5M
- The Trade DeskTTD749,784 shares · 0.2% of their software · price −$17.2M$36.7M−$29.6M
- WEX Inc.WEX230,270 shares · 0.2% of their software · price +$2.5M$36.3M−$1.3M
- InterDigital, Inc.IDCC105,058 shares · 0.2% of their software · price +$12.7M$36.3M−$6.6M
- BroadridgeBR151,685 shares · 0.2% of their software · price −$737K$36.1M+$5.3M
- CoStarCSGP421,793 shares · 0.2% of their software · price +$1.7M$35.6M+$12.6M
- UiPathPATH2,460,719 shares · 0.2% of their software · price +$1.4M$32.8MFlat
- Radware Ltd.RDWR1,093,053 shares · 0.2% of their software · price −$3.2M$29.0MFlat
- Dave Inc.DAVE134,064 shares · 0.2% of their software · price −$9.3M$26.7MNew · +$36.0M
- OneSpan Inc.OSPN1,581,493 shares · 0.2% of their software · price −$1.3M$25.1M−$624K
- SnowflakeSNOW107,563 shares · 0.1% of their software$24.3M+$2.0M
- Alight, Inc.ALIT7,250,711 shares · 0.1% of their software · price −$17.4M$23.7M+$6.2M
- TrimbleTRMB281,942 shares · 0.1% of their software · price +$1.6M$23.0M+$18.6M
- AdobeADBE64,985 shares · 0.1% of their software · price −$2.2M$22.9M−$21.5M
- LiveRamp Holdings, Inc.RAMP754,158 shares · 0.1% of their software · price −$4.4M$20.5MNew · +$24.9M
- CadenceCDNS51,063 shares · 0.1% of their software · price +$2.2M$17.9M−$16.2M
- Xperi Inc.XPER2,437,349 shares · 0.1% of their software · price −$3.5M$15.8M−$1.1M
- SoundHound AI, Inc.SOUN893,211 shares · 0.1% of their software · price +$4.8M$14.4M+$1.9M
- Q2QTWO190,943 shares · 0.1% of their software · price −$4.0M$13.8M−$1.1M
- Calix, Inc.CALX222,191 shares · 0.1% of their software · price +$1.8M$13.6M+$678K
- OpenTextOTEX343,384 shares · 0.1% of their software · price +$2.8M$12.8M+$836K
- NIQ Global Intelligence plcNIQ760,050 shares · 0.1% of their software$11.9MNew · +$11.9M
- MongoDBMDB33,626 shares · 0.1% of their software · price +$3.4M$10.4M−$2.8M
- Bentley SystemsBSY202,625 shares · 0.1% of their software · price −$505K$10.4MFlat
- SamsaraIOT273,635 shares · 0.1% of their software · price −$692K$10.2M+$1.7M
- DocuSignDOCU125,952 shares · 0.1% of their software · price −$731K$9.1M+$5.8M
- Bitdeer Technologies GroupBTDR526,523 shares · 0.1% of their software · price +$3.0M$9.0MNew · +$6.0M
- ProcorePCOR117,106 shares · 0.1% of their software · price +$527K$8.5M+$1.1M
- Netskope, Inc.NTSK294,161 shares · 0.0% of their software$6.7MNew · +$6.7M
- Sportradar Group AGSRAD245,051 shares · 0.0% of their software$6.6MNew · +$6.9M
- FortinetFTNT78,301 shares · 0.0% of their software · price −$1.7M$6.6M−$951K
- UnityU160,094 shares · 0.0% of their software · price +$2.5M$6.4M−$40.8M
- Clearwater AnalyticsCWAN352,739 shares · 0.0% of their software$6.4M—
- VeriSign, Inc.VRSN22,645 shares · 0.0% of their software$6.3M−$1.8M
- DescartesDSGX63,292 shares · 0.0% of their software$6.0M−$18.6M
- F5, Inc.FFIV16,115 shares · 0.0% of their software$5.2M−$661K
- NetApp, Inc.NTAP42,722 shares · 0.0% of their software · price +$509K$5.1M−$21.0M
- SS&CSSNC55,596 shares · 0.0% of their software$4.9M−$980K
- AmplitudeAMPL426,582 shares · 0.0% of their software · price −$717K$4.6MNew · +$5.3M
- ZoomZM51,360 shares · 0.0% of their software$4.2M−$517K
- DoximityDOCS41,029 shares · 0.0% of their software$3.0M+$2.2M
- GitLabGTLB51,358 shares · 0.0% of their software$2.3M+$938K
- Strategy IncMSTR6,937 shares · 0.0% of their software · price −$569K$2.2M−$36.8M
- Block, Inc.XYZ30,316 shares · 0.0% of their software$2.2MFlat
- MorningstarMORN9,375 shares · 0.0% of their software · price −$768K$2.2M−$1.6M
- PTCPTC10,175 shares · 0.0% of their software$2.1MFlat
- AppFolioAPPF6,098 shares · 0.0% of their software$1.7M−$934K
- PaycomPAYC7,835 shares · 0.0% of their software$1.6MFlat
- DynatraceDT33,153 shares · 0.0% of their software$1.6MFlat
- nCinoNCNO57,732 shares · 0.0% of their software$1.6M−$1.0M
- BoxBOX48,400 shares · 0.0% of their software$1.6M−$31.0M
- AkamaiAKAM15,402 shares · 0.0% of their software$1.2MFlat
- FactSetFDS3,461 shares · 0.0% of their software · price −$556K$992K−$793K
- Clear Secure, Inc.YOU28,482 shares · 0.0% of their software$951KFlat
- Grab Holdings LimitedGRAB155,283 shares · 0.0% of their software$935K−$3.2M
- ACI WorldwideACIW16,345 shares · 0.0% of their software$863KFlat
- OktaOKTA8,948 shares · 0.0% of their software$821KFlat
- PaylocityPCTY4,828 shares · 0.0% of their software$769KFlat
- DropboxDBX25,023 shares · 0.0% of their software$756KFlat
- ZoomInfoZI65,742 shares · 0.0% of their software$717K—
- Lyft, Inc.LYFT27,983 shares · 0.0% of their software$616KFlat
- Endava plcDAVA59,052 shares · 0.0% of their software$537K−$598K
- CoreWeave, Inc.CRWV3,802 shares · 0.0% of their software$520KFlat
- Telos CorporationTLS66,418 shares · 0.0% of their software$454KFlat
- Euronet Worldwide, Inc.EEFT4,753 shares · 0.0% of their software$417KFlat
- JFrogFROG7,727 shares · 0.0% of their software$366KFlat
- NCR Atleos CorporationNATL8,658 shares · 0.0% of their software$340KFlat
- Joint Stock Company Kaspi.kzKSPI4,131 shares · 0.0% of their software$337KFlat
- StoneCo Ltd.STNE16,218 shares · 0.0% of their software$307KFlat
- SailPointSAIL13,420 shares · 0.0% of their software$296KFlat
- ElasticESTC2,779 shares · 0.0% of their software$235KFlat
- ePlus inc.PLUS3,183 shares · 0.0% of their software$226KNew · Flat
- YextYEXT24,770 shares · 0.0% of their software$211KFlat
- FlywireFLYW13,158 shares · 0.0% of their software$178KFlat
- Payoneer Global Inc.PAYO16,796 shares · 0.0% of their software$102KFlat
- BlackBerry LimitedBB20,620 shares · 0.0% of their software$101KFlat
- Sabre CorporationSABR15,551 shares · 0.0% of their software$28KFlat