Generalist · New York, NY
Neuberger Berman Group
Q4 2025 · compared with Q3 2025
Filed as Neuberger Berman Group LLC
- Software
- $13.5B
- Weight of 13F
- 10.0%
- Names
- 137
- Net bought
- +$376M
Filed 13 February 2026 · SEC filing.
2,093 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
- MicrosoftMSFT11,752,989 shares · 42.2% of their software · price −$403M$5.7BFlat
- OracleORCL4,832,366 shares · 7.0% of their software · price −$417M$942M−$46.9M
- Uber Technologies, Inc.UBER6,126,731 shares · 3.7% of their software · price −$99.6M$501M−$123M
- IntuitINTU569,093 shares · 2.8% of their software · price −$11.7M$377M−$33.2M
- ServiceNowNOW2,084,521 shares · 2.4% of their software · price −$1.6B$319M+$1.5B
- VeriskVRSK1,347,866 shares · 2.2% of their software · price −$37.5M$302M−$39.4M
- SynopsysSNPS573,830 shares · 2.0% of their software · price −$13.6M$270M−$42.8M
- CrowdStrikeCRWD494,366 shares · 1.7% of their software · price −$10.7M$232M+$29.8M
- Roper Technologies, Inc.ROP449,012 shares · 1.5% of their software · price −$24.0M$200M+$30.9M
- Fair IsaacFICO115,401 shares · 1.4% of their software · price +$22.4M$195M−$61.7M
- WaystarWAY5,470,932 shares · 1.3% of their software · price −$28.3M$179M+$9.3M
- Palo Alto NetworksPANW970,223 shares · 1.3% of their software · price −$18.8M$179M+$5.6M
- Shift4 Payments, Inc.FOUR2,697,454 shares · 1.3% of their software · price −$38.9M$170M+$27.3M
- Manhattan AssociatesMANH974,318 shares · 1.3% of their software · price −$30.9M$169M−$5.5M
- AppLovinAPP248,056 shares · 1.2% of their software · price −$11.1M$167M−$42.1M
- SalesforceCRM600,485 shares · 1.2% of their software · price +$16.8M$159M−$35.2M
- WorkdayWDAY682,701 shares · 1.1% of their software · price −$17.7M$147MFlat
- ShopifySHOP853,415 shares · 1.0% of their software · price +$10.5M$137M+$15.3M
- Tyler TechnologiesTYL300,334 shares · 1.0% of their software · price −$20.8M$136M−$24.0M
- Amdocs LimitedDOX1,648,899 shares · 1.0% of their software · price −$2.5M$133M+$11.0M
- SPS CommerceSPSC1,415,289 shares · 0.9% of their software · price −$21.2M$126M+$12.0M
- AtlassianTEAM777,726 shares · 0.9% of their software · price +$1.9M$126M+$24.3M
- GoDaddyGDDY1,012,039 shares · 0.9% of their software · price −$12.9M$126M−$68.0M
- BlackLineBL2,155,321 shares · 0.9% of their software · price +$4.7M$119M+$32.6M
- Zeta GlobalZETA5,759,726 shares · 0.9% of their software · price +$2.8M$117M+$4.1M
- Gen DigitalGEN4,239,639 shares · 0.9% of their software · price −$5.1M$115M+$37.1M
- CloudflareNET552,666 shares · 0.8% of their software · price −$9.6M$109M−$6.4M
- NICENICE961,146 shares · 0.8% of their software · price −$30.5M$109M+$16.7M
- QualysQLYS815,077 shares · 0.8% of their software$108M−$31.0M
- Paychex, Inc.PAYX909,400 shares · 0.8% of their software · price −$13.3M$102M−$29.5M
- CCC Intelligent Solutions Holdings Inc.CCC12,258,286 shares · 0.7% of their software · price −$14.2M$97.5M+$37.7M
- CommvaultCVLT633,108 shares · 0.6% of their software · price −$40.2M$79.4M−$94.0M
- HubSpotHUBS175,835 shares · 0.5% of their software · price −$11.7M$70.6M−$76.8M
- monday.comMNDY466,356 shares · 0.5% of their software · price −$21.5M$68.8M−$25.9M
- Check PointCHKP350,651 shares · 0.5% of their software · price −$7.5M$65.1MFlat
- ZscalerZS280,012 shares · 0.5% of their software · price −$20.9M$63.0M−$25.0M
- SnowflakeSNOW277,795 shares · 0.5% of their software · price −$1.7M$60.9M+$38.4M
- SAPSAP232,384 shares · 0.4% of their software · price −$5.6M$56.4M−$8.6M
- VertexVERX2,820,247 shares · 0.4% of their software · price −$13.6M$56.3M−$4.2M
- DatadogDDOG404,239 shares · 0.4% of their software · price −$2.6M$55.0M−$17.9M
- Adeia Inc.ADEA3,143,130 shares · 0.4% of their software · price +$1.4M$54.3M−$1.2M
- Automatic Data Processing, Inc.ADP205,303 shares · 0.4% of their software · price −$7.4M$52.8M−$11.1M
- Cognyte Software Ltd.CGNT5,193,537 shares · 0.4% of their software · price +$5.2M$48.8MFlat
- Fiserv, Inc.FISV703,507 shares · 0.4% of their software · price −$43.4M$47.3M−$205M
- Ribbon Communications Inc.RBBN17,431,102 shares · 0.3% of their software · price −$16.0M$46.0M−$3.1M
- UiPathPATH2,459,474 shares · 0.3% of their software · price +$7.4M$40.3MFlat
- VaronisVRNS1,198,738 shares · 0.3% of their software · price −$29.6M$39.3M+$5.2M
- VeevaVEEV163,277 shares · 0.3% of their software · price −$12.2M$36.4M+$2.0M
- InterDigital, Inc.IDCC108,285 shares · 0.3% of their software · price −$2.9M$34.5M+$1.1M
- PalantirPLTR189,057 shares · 0.2% of their software · price −$883K$33.6M−$45.8M
- MongoDBMDB78,151 shares · 0.2% of their software · price +$8.5M$32.8M+$13.8M
- WEX Inc.WEX214,818 shares · 0.2% of their software · price −$1.8M$32.0M−$2.4M
- AutodeskADSK108,088 shares · 0.2% of their software · price −$2.3M$32.0M−$10.3M
- WixWIX286,583 shares · 0.2% of their software · price −$21.1M$29.8M−$2.0M
- The Trade DeskTTD767,456 shares · 0.2% of their software · price −$8.5M$29.1M+$866K
- Dave Inc.DAVE123,245 shares · 0.2% of their software · price +$2.7M$27.3M−$2.2M
- TrimbleTRMB334,430 shares · 0.2% of their software · price −$1.1M$26.2M+$4.3M
- Radware Ltd.RDWR1,065,638 shares · 0.2% of their software · price −$2.6M$25.7M−$726K
- LiveRamp Holdings, Inc.RAMP784,437 shares · 0.2% of their software · price +$1.7M$23.1M+$822K
- AdobeADBE60,392 shares · 0.2% of their software$21.1M−$1.6M
- OneSpan Inc.OSPN1,572,594 shares · 0.2% of their software · price −$4.8M$20.2MFlat
- ToastTOST497,476 shares · 0.1% of their software$17.7M−$42.8M
- Alight, Inc.ALIT8,313,253 shares · 0.1% of their software · price −$10.9M$16.2M+$3.5M
- CadenceCDNS51,116 shares · 0.1% of their software · price −$2.0M$16.0MFlat
- KlaviyoKVYO445,470 shares · 0.1% of their software · price +$2.1M$14.5MNew · +$12.3M
- Xperi Inc.XPER2,459,790 shares · 0.1% of their software · price −$1.5M$14.4MFlat
- Calix, Inc.CALX253,237 shares · 0.1% of their software · price −$2.1M$13.4M+$1.9M
- OpenTextOTEX407,811 shares · 0.1% of their software · price −$2.0M$13.3M+$2.4M
- ProcorePCOR158,443 shares · 0.1% of their software$11.5M+$3.0M
- CoStarCSGP169,667 shares · 0.1% of their software · price −$2.9M$11.4M−$21.3M
- SoundHound AI, Inc.SOUN1,086,770 shares · 0.1% of their software · price −$6.6M$10.8M+$3.1M
- ServiceTitanTTAN100,759 shares · 0.1% of their software · price +$571K$10.7M−$33.5M
- DynatraceDT239,853 shares · 0.1% of their software · price −$1.2M$10.4M+$10.0M
- NIQ Global Intelligence plcNIQ609,343 shares · 0.1% of their software$10.0M−$2.4M
- NutanixNTNX170,771 shares · 0.1% of their software · price −$3.9M$8.8M−$43.1M
- UnityU199,071 shares · 0.1% of their software · price +$822K$8.8M+$1.6M
- Clearwater AnalyticsCWAN352,799 shares · 0.1% of their software$8.5MFlat
- DocuSignDOCU123,023 shares · 0.1% of their software$8.4MFlat
- Netskope, Inc.NTSK430,734 shares · 0.1% of their software · price −$2.2M$7.6M+$3.1M
- FortinetFTNT83,432 shares · 0.0% of their software$6.6MFlat
- VeriSign, Inc.VRSN25,465 shares · 0.0% of their software · price −$933K$6.2M+$788K
- NetApp, Inc.NTAP57,486 shares · 0.0% of their software · price −$654K$6.2M+$1.7M
- DescartesDSGX63,610 shares · 0.0% of their software$5.6MFlat
- Bentley SystemsBSY143,979 shares · 0.0% of their software · price −$1.9M$5.5M−$3.0M
- TwilioTWLO36,140 shares · 0.0% of their software · price +$1.5M$5.1M−$92.6M
- ZoomZM50,934 shares · 0.0% of their software$4.4MFlat
- Rubrik, Inc.RBRK47,207 shares · 0.0% of their software$3.6M−$44.6M
- BroadridgeBR16,032 shares · 0.0% of their software$3.6M−$32.3M
- SS&CSSNC40,180 shares · 0.0% of their software$3.5M−$1.4M
- SamsaraIOT87,289 shares · 0.0% of their software$3.1M−$6.9M
- GitLabGTLB74,955 shares · 0.0% of their software · price −$566K$2.8M+$1.1M
- DigitalOceanDOCN58,157 shares · 0.0% of their software · price +$812K$2.8MNew · +$2.0M
- Grab Holdings LimitedGRAB513,779 shares · 0.0% of their software · price −$529K$2.6M+$2.2M
- F5, Inc.FFIV9,267 shares · 0.0% of their software · price −$630K$2.4M−$2.2M
- PTCPTC11,446 shares · 0.0% of their software$2.0MFlat
- Block, Inc.XYZ26,831 shares · 0.0% of their software$1.7MFlat
- DoximityDOCS38,967 shares · 0.0% of their software · price −$1.1M$1.7MFlat
- Clear Secure, Inc.YOU39,323 shares · 0.0% of their software$1.4MFlat
- AkamaiAKAM15,321 shares · 0.0% of their software$1.3MFlat
- FactSetFDS4,546 shares · 0.0% of their software$1.3MFlat
- Corpay, Inc.CPAY3,672 shares · 0.0% of their software$1.1M−$40.8M
- PaycomPAYC6,256 shares · 0.0% of their software$997KFlat
- BoxBOX30,722 shares · 0.0% of their software$919K−$570K
- OktaOKTA8,609 shares · 0.0% of their software$744KFlat
- DropboxDBX26,177 shares · 0.0% of their software$728KFlat
- ACI WorldwideACIW14,862 shares · 0.0% of their software$711KFlat
- MorningstarMORN3,028 shares · 0.0% of their software$658K−$1.5M
- GuidewireGWRE2,973 shares · 0.0% of their software$598K−$36.6M
- ZoomInfoZI55,525 shares · 0.0% of their software$565K—
- AppFolioAPPF2,427 shares · 0.0% of their software$565K−$1.0M
- Lyft, Inc.LYFT28,857 shares · 0.0% of their software$559KFlat
- nCinoNCNO19,884 shares · 0.0% of their software$510K−$1.0M
- JFrogFROG7,727 shares · 0.0% of their software$483KFlat
- Strategy IncMSTR2,745 shares · 0.0% of their software$417K−$1.4M
- Joint Stock Company Kaspi.kzKSPI4,886 shares · 0.0% of their software$382KFlat
- PaylocityPCTY2,503 shares · 0.0% of their software$382KFlat
- Telos CorporationTLS69,750 shares · 0.0% of their software$356KFlat
- NCR Atleos CorporationNATL8,892 shares · 0.0% of their software$339KFlat
- ePlus inc.PLUS3,118 shares · 0.0% of their software$273KFlat
- SailPointSAIL13,186 shares · 0.0% of their software$267KFlat
- StoneCo Ltd.STNE16,959 shares · 0.0% of their software$251KFlat
- CoreWeave, Inc.CRWV3,304 shares · 0.0% of their software$237KFlat
- PegasystemsPEGA3,941 shares · 0.0% of their software$235KNew · Flat
- ElasticESTC2,786 shares · 0.0% of their software$210KFlat
- Q2QTWO2,831 shares · 0.0% of their software$204K−$13.6M
- BILLBILL3,741 shares · 0.0% of their software$204KNew · Flat
- ProgressPRGS4,723 shares · 0.0% of their software$203KNew · Flat
- Agilysys, Inc.AGYS1,707 shares · 0.0% of their software$203KNew · Flat
- YextYEXT24,375 shares · 0.0% of their software$196KFlat
- FlywireFLYW12,433 shares · 0.0% of their software$176KFlat
- CertaraCERT10,821 shares · 0.0% of their software$95KNew · Flat
- Payoneer Global Inc.PAYO16,730 shares · 0.0% of their software$94KFlat
- BlackBerry LimitedBB20,386 shares · 0.0% of their software$77KFlat
- SmartRent, Inc.SMRT14,937 shares · 0.0% of their software$30KNew · Flat
- Definitive HealthcareDH10,217 shares · 0.0% of their software$29KNew · Flat
- 8x8EGHT13,178 shares · 0.0% of their software$26KNew
- Sabre CorporationSABR12,991 shares · 0.0% of their software$18KFlat