Generalist · New York, NY
Neuberger Berman Group
Q1 2026 · compared with Q4 2025
Filed as Neuberger Berman Group LLC
- Software
- $9.9B
- Weight of 13F
- 7.5%
- Names
- 136
- Net bought
- −$679M
2,149 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
- MicrosoftMSFT11,385,383 shares · 42.7% of their software · price −$1.3B$4.2B−$178M
- OracleORCL4,559,105 shares · 6.8% of their software · price −$218M$671M−$53.3M
- Uber Technologies, Inc.UBER6,622,329 shares · 4.8% of their software · price −$64.8M$476M+$40.5M
- CrowdStrikeCRWD683,807 shares · 2.7% of their software · price −$53.6M$267M+$88.8M
- SynopsysSNPS503,273 shares · 2.0% of their software · price −$36.9M$200M−$33.1M
- IntuitINTU451,523 shares · 2.0% of their software · price −$104M$195M−$77.9M
- ServiceNowNOW1,735,866 shares · 1.8% of their software · price −$84.4M$181M−$53.4M
- Palo Alto NetworksPANW1,110,799 shares · 1.8% of their software · price −$26.5M$178M+$25.9M
- SalesforceCRM840,647 shares · 1.6% of their software · price −$65.8M$157M+$63.6M
- VeriskVRSK792,999 shares · 1.5% of their software · price −$26.9M$150M−$124M
- Manhattan AssociatesMANH966,740 shares · 1.3% of their software · price −$38.9M$129MFlat
- Tyler TechnologiesTYL371,056 shares · 1.3% of their software · price −$41.4M$127M+$32.1M
- ShopifySHOP1,056,314 shares · 1.3% of their software · price −$44.7M$124M+$32.7M
- Amdocs LimitedDOX1,806,542 shares · 1.2% of their software · price −$27.5M$118M+$12.7M
- MongoDBMDB474,483 shares · 1.2% of their software · price −$83.0M$116M+$166M
- NICENICE1,041,571 shares · 1.2% of their software · price −$2.9M$115M+$9.1M
- WaystarWAY4,671,179 shares · 1.1% of their software · price −$40.4M$113M−$26.2M
- Shift4 Payments, Inc.FOUR2,519,905 shares · 1.1% of their software · price −$48.5M$110M−$11.2M
- AppLovinAPP266,396 shares · 1.1% of their software · price −$73.5M$106M+$12.4M
- CloudflareNET506,756 shares · 1.1% of their software · price +$4.7M$105M−$9.1M
- CCC Intelligent Solutions Holdings Inc.CCC17,293,272 shares · 1.1% of their software · price −$33.7M$104M+$40.0M
- Gen DigitalGEN5,349,401 shares · 1.0% of their software · price −$44.7M$101M+$30.2M
- SPS CommerceSPSC1,790,298 shares · 1.0% of their software · price −$59.9M$99.7M+$33.4M
- Paychex, Inc.PAYX1,027,122 shares · 1.0% of their software · price −$20.6M$94.6M+$13.2M
- Zeta GlobalZETA5,870,619 shares · 0.9% of their software · price −$26.0M$93.5M+$2.3M
- AkamaiAKAM804,791 shares · 0.9% of their software · price +$22.2M$92.4M+$68.9M
- Fair IsaacFICO77,166 shares · 0.8% of their software · price −$48.1M$82.4M−$64.6M
- Adeia Inc.ADEA3,234,154 shares · 0.8% of their software · price +$21.9M$77.6M+$1.6M
- DigitalOceanDOCN888,020 shares · 0.8% of their software · price +$33.4M$76.2M+$39.9M
- BlackLineBL2,024,391 shares · 0.8% of their software · price −$37.0M$74.9M−$7.2M
- GoDaddyGDDY866,832 shares · 0.7% of their software · price −$35.9M$71.6M−$18.0M
- Roper Technologies, Inc.ROP201,602 shares · 0.7% of their software · price −$18.4M$71.3M−$110M
- Automatic Data Processing, Inc.ADP337,477 shares · 0.7% of their software · price −$18.2M$68.6M+$34.0M
- SnowflakeSNOW322,584 shares · 0.5% of their software · price −$22.1M$48.7M+$9.8M
- VaronisVRNS2,166,414 shares · 0.5% of their software · price −$24.5M$46.5M+$31.7M
- Cognyte Software Ltd.CGNT5,316,194 shares · 0.4% of their software · price −$6.9M$43.0M+$1.2M
- QualysQLYS470,116 shares · 0.4% of their software · price −$21.2M$41.3M−$45.8M
- Radware Ltd.RDWR1,568,490 shares · 0.4% of their software · price +$3.5M$41.2M+$12.1M
- PalantirPLTR248,439 shares · 0.4% of their software · price −$7.8M$36.5M+$10.6M
- DatadogDDOG303,485 shares · 0.4% of their software · price −$5.4M$35.8M−$13.7M
- GitLabGTLB1,648,065 shares · 0.4% of their software · price −$26.2M$35.6M+$59.0M
- Fiserv, Inc.FISV622,296 shares · 0.4% of their software · price −$7.1M$34.7M−$5.5M
- UiPathPATH3,060,411 shares · 0.3% of their software · price −$16.2M$33.9M+$9.8M
- LiveRamp Holdings, Inc.RAMP1,272,886 shares · 0.3% of their software · price −$3.6M$33.7M+$14.3M
- Ribbon Communications Inc.RBBN17,361,988 shares · 0.3% of their software · price −$13.2M$33.2MFlat
- SAPSAP185,256 shares · 0.3% of their software · price −$13.3M$31.7M−$11.4M
- WEX Inc.WEX201,674 shares · 0.3% of their software · price +$819K$30.9M−$2.0M
- Check PointCHKP215,234 shares · 0.3% of their software · price −$9.2M$30.7M−$25.1M
- ZscalerZS216,470 shares · 0.3% of their software · price −$18.3M$30.4M−$14.3M
- WixWIX301,454 shares · 0.3% of their software · price −$4.2M$27.1M+$1.5M
- TrimbleTRMB394,029 shares · 0.3% of their software · price −$5.2M$25.7M+$4.7M
- AutodeskADSK90,196 shares · 0.2% of their software · price −$5.1M$21.6M−$5.3M
- VeevaVEEV113,567 shares · 0.2% of their software · price −$5.4M$19.9M−$11.1M
- OneSpan Inc.OSPN1,629,976 shares · 0.2% of their software · price −$3.8M$17.1M+$737K
- InterDigital, Inc.IDCC56,093 shares · 0.2% of their software · price −$919K$16.9M−$16.6M
- Xperi Inc.XPER2,631,552 shares · 0.1% of their software · price −$684K$14.7M+$1.0M
- CadenceCDNS52,789 shares · 0.1% of their software · price −$1.8M$14.7M+$523K
- AdobeADBE60,118 shares · 0.1% of their software · price −$6.4M$14.6MFlat
- FortinetFTNT156,274 shares · 0.1% of their software$12.8M+$5.8M
- F5, Inc.FFIV40,707 shares · 0.1% of their software · price +$1.4M$11.8M+$8.0M
- OpenTextOTEX439,715 shares · 0.1% of their software · price −$4.5M$9.5M+$1.0M
- FastlyFSLY326,745 shares · 0.1% of their software · price +$6.2M$9.5MNew · +$3.3M
- ServiceTitanTTAN125,393 shares · 0.1% of their software · price −$5.4M$8.0M+$2.6M
- ProcorePCOR137,423 shares · 0.1% of their software · price −$2.2M$7.8M−$1.5M
- VeriSign, Inc.VRSN31,376 shares · 0.1% of their software$7.8M+$1.4M
- ZoomZM88,636 shares · 0.1% of their software · price −$523K$7.1M+$3.3M
- SS&CSSNC88,901 shares · 0.1% of their software · price −$1.8M$6.0M+$4.3M
- Dave Inc.DAVE33,617 shares · 0.1% of their software · price −$1.6M$5.9M−$19.8M
- NetApp, Inc.NTAP56,726 shares · 0.1% of their software$5.8MFlat
- Alight, Inc.ALIT9,162,465 shares · 0.1% of their software · price −$12.5M$5.3M+$1.7M
- DescartesDSGX61,025 shares · 0.0% of their software · price −$983K$4.4MFlat
- TwilioTWLO34,236 shares · 0.0% of their software · price −$562K$4.3MFlat
- DynatraceDT75,854 shares · 0.0% of their software$2.8M−$7.1M
- BroadridgeBR16,441 shares · 0.0% of their software · price −$998K$2.7MFlat
- CoStarCSGP61,102 shares · 0.0% of their software · price −$1.6M$2.5M−$7.3M
- DocuSignDOCU51,293 shares · 0.0% of their software · price −$1.1M$2.4M−$4.9M
- PTCPTC16,946 shares · 0.0% of their software · price −$538K$2.4M+$958K
- KlaviyoKVYO123,466 shares · 0.0% of their software · price −$1.6M$2.4M−$10.5M
- UnityU91,994 shares · 0.0% of their software · price −$2.0M$2.0M−$4.7M
- WorkdayWDAY13,307 shares · 0.0% of their software · price −$1.1M$1.7M−$144M
- Clear Secure, Inc.YOU33,768 shares · 0.0% of their software$1.6MFlat
- Block, Inc.XYZ24,788 shares · 0.0% of their software$1.5MFlat
- Bentley SystemsBSY40,004 shares · 0.0% of their software$1.4M−$4.0M
- Corpay, Inc.CPAY4,776 shares · 0.0% of their software$1.4MFlat
- FactSetFDS5,969 shares · 0.0% of their software$1.3MFlat
- The Trade DeskTTD56,588 shares · 0.0% of their software · price −$864K$1.3M−$27.0M
- PaycomPAYC9,960 shares · 0.0% of their software$1.2M+$590K
- monday.comMNDY16,965 shares · 0.0% of their software · price −$1.3M$1.2M−$66.3M
- DoximityDOCS47,098 shares · 0.0% of their software · price −$988K$1.1MFlat
- PegasystemsPEGA23,480 shares · 0.0% of their software$999K+$1.2M
- NutanixNTNX23,061 shares · 0.0% of their software$877K−$7.6M
- ToastTOST32,426 shares · 0.0% of their software$860K−$16.5M
- ACI WorldwideACIW18,736 shares · 0.0% of their software$768KFlat
- OktaOKTA8,611 shares · 0.0% of their software$678KFlat
- PaylocityPCTY6,176 shares · 0.0% of their software$667K+$560K
- MorningstarMORN3,550 shares · 0.0% of their software$600KFlat
- BoxBOX24,599 shares · 0.0% of their software$582KFlat
- GuidewireGWRE3,516 shares · 0.0% of their software$526KFlat
- Strategy IncMSTR4,142 shares · 0.0% of their software$517KFlat
- HubSpotHUBS1,842 shares · 0.0% of their software$450K−$69.8M
- Lyft, Inc.LYFT29,994 shares · 0.0% of their software$399KFlat
- Grab Holdings LimitedGRAB102,415 shares · 0.0% of their software$375K−$2.1M
- ZoomInfoZI60,557 shares · 0.0% of their software$362K—
- Joint Stock Company Kaspi.kzKSPI4,886 shares · 0.0% of their software$362KFlat
- SoundHound AI, Inc.SOUN51,610 shares · 0.0% of their software$355K−$10.3M
- A10 Networks, Inc.ATEN14,512 shares · 0.0% of their software$336KNew · Flat
- Sportradar Group AGSRAD20,000 shares · 0.0% of their software$335KNew · Flat
- JFrogFROG7,035 shares · 0.0% of their software$330KFlat
- DropboxDBX14,279 shares · 0.0% of their software$324KFlat
- Q2QTWO6,626 shares · 0.0% of their software$313KFlat
- NCR Atleos CorporationNATL6,644 shares · 0.0% of their software$290KFlat
- CommvaultCVLT3,662 shares · 0.0% of their software$285K−$78.9M
- DuolingoDUOL2,862 shares · 0.0% of their software$282KNew · +$502K
- CoreWeave, Inc.CRWV3,552 shares · 0.0% of their software$275KFlat
- Telos CorporationTLS62,841 shares · 0.0% of their software$263KFlat
- StoneCo Ltd.STNE17,974 shares · 0.0% of their software$254KFlat
- ePlus inc.PLUS3,349 shares · 0.0% of their software$252KFlat
- AppFolioAPPF1,506 shares · 0.0% of their software$238KFlat
- NetScout Systems, Inc.NTCT7,387 shares · 0.0% of their software$235KNew · Flat
- AtlassianTEAM3,429 shares · 0.0% of their software$234K−$126M
- GigaCloud Technology Inc.GCT4,979 shares · 0.0% of their software$226KNew · Flat
- Alarm.com Holdings, Inc.ALRM5,157 shares · 0.0% of their software$223KNew · Flat
- nCinoNCNO13,140 shares · 0.0% of their software$197KFlat
- CertaraCERT33,618 shares · 0.0% of their software$192KFlat
- SailPointSAIL12,084 shares · 0.0% of their software$160KFlat
- NIQ Global Intelligence plcNIQ11,100 shares · 0.0% of their software$126K−$9.9M
- SprinklrCXM20,849 shares · 0.0% of their software$125KNew · Flat
- FlywireFLYW10,586 shares · 0.0% of their software$123KFlat
- PagSeguro Digital Ltd.PAGS11,346 shares · 0.0% of their software$114KNew · Flat
- YextYEXT22,779 shares · 0.0% of their software$87KFlat
- Payoneer Global Inc.PAYO17,804 shares · 0.0% of their software$86KFlat
- N-ableNABL11,552 shares · 0.0% of their software$54KNew · Flat
- Sabre CorporationSABR35,673 shares · 0.0% of their software$52KFlat
- Rezolve AI PLCRZLV11,884 shares · 0.0% of their software$30KNew · Flat
- SmartRent, Inc.SMRT14,937 shares · 0.0% of their software$22KFlat
- 8x8EGHT12,639 shares · 0.0% of their software$21KFlat