Generalist · New York, NY
Brown Brothers Harriman & CO
Q4 2024 · compared with Q3 2024
- Software
- $2.2B
- Weight of 13F
- 15.3%
- Names
- 78
- Net bought
- Flat
Filed 12 February 2025 · SEC filing.
1,457 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 202685 names$1.9B+$111M
- Q1 202691 names$1.7B−$226M
- Q4 202597 names$2.5B+$430M
- Q3 202595 names$2.9B+$40.6M
- Q2 202582 names$2.7B+$84.2M
- Q1 202567 names$2.0B+$106M
- Q4 202478 names$2.2BFlat
- Q3 202473 names$2.2B+$287M
- Q2 202461 names$1.8B+$92.9M
- Q1 202464 names$1.6B+$59.5M
- Q4 202366 names$1.4B−$6.6M
- Q3 202365 names$1.3B−$10.6M
- Q2 202364 names$1.4B−$58.3M
- Q1 202374 names$1.2B+$68.4M
- Q4 202269 names$939M−$56.5M
- Q3 202283 names$879M+$68.4M
- Q2 202266 names$940M+$266M
- Q1 202265 names$883M+$377M
- Q4 202162 names$585M−$37.7M
- Q3 202157 names$597M−$119M
- Q2 202158 names$669M+$18.3M
- Q1 202159 names$591M−$37.3M
- Q4 202050 names$599M−$132M
- Q3 202046 names$679M−$128M
- Q2 202047 names$759M−$71.7M
- Q1 202057 names$722M−$214M
- Q4 201952 names$1.0B−$16.7M
- Q3 201951 names$1.0B−$290M
- Q2 201944 names$1.4B−$67.3M
- Q1 201936 names$1.4B−$58.9M
- Q4 201831 names$1.3B−$184M
- Q3 201829 names$1.7B−$87.7M
- Q2 201825 names$1.5B−$269M
- Q1 201825 names$1.8B−$178M
- Q4 201746 names$2.0B−$291M
- Q3 201724 names$2.2B+$24.6M
- Q2 201726 names$2.2B−$72.5M
- Q1 201729 names$2.1B−$47.2M
- Q4 201632 names$2.0B−$58.0M
- Q3 201627 names$2.0B−$32.6M
- Q2 201627 names$2.0B—
What moved the book
The five software lines with the largest share change this quarter.
Software held
- MicrosoftMSFT1,796,545 shares · 34.7% of their software · price −$15.8M$757MFlat
- OracleORCL3,416,780 shares · 26.1% of their software · price −$12.8M$569M−$13.3M
- AdobeADBE541,310 shares · 11.0% of their software · price −$39.6M$241M−$9.8M
- Automatic Data Processing, Inc.ADP704,237 shares · 9.5% of their software · price +$11.3M$206M+$2.7M
- GuidewireGWRE803,213 shares · 6.2% of their software · price −$11.5M$135M−$8.6M
- CadenceCDNS241,523 shares · 3.3% of their software · price +$7.1M$72.6M+$3.0M
- nCinoNCNO2,065,880 shares · 3.2% of their software · price +$4.1M$69.4MFlat
- Shift4 Payments, Inc.FOUR571,577 shares · 2.7% of their software · price +$8.7M$59.3M+$7.0M
- CertaraCERT3,818,613 shares · 1.9% of their software · price −$4.0M$40.7M+$17.4M
- SalesforceCRM19,128 shares · 0.3% of their software · price +$1.2M$6.4MFlat
- IntuitINTU5,119 shares · 0.1% of their software$3.2MFlat
- Corpay, Inc.CPAY8,826 shares · 0.1% of their software$3.0MFlat
- Palo Alto NetworksPANW11,870 shares · 0.1% of their software · price −$1.9M$2.2M+$2.3M
- Fiserv, Inc.FISV8,658 shares · 0.1% of their software$1.8MFlat
- Paychex, Inc.PAYX9,840 shares · 0.1% of their software$1.4MFlat
- AutodeskADSK4,551 shares · 0.1% of their software$1.3MFlat
- ServiceNowNOW1,170 shares · 0.1% of their software$1.2MFlat
- Roper Technologies, Inc.ROP2,050 shares · 0.0% of their software$1.1MFlat
- SynopsysSNPS1,927 shares · 0.0% of their software$935KFlat
- ShopifySHOP6,840 shares · 0.0% of their software$727KFlat
- WorkdayWDAY2,598 shares · 0.0% of their software$670KFlat
- VeriskVRSK2,407 shares · 0.0% of their software$663KFlat
- PalantirPLTR8,181 shares · 0.0% of their software$619KFlat
- Fair IsaacFICO256 shares · 0.0% of their software$510KFlat
- NetApp, Inc.NTAP4,005 shares · 0.0% of their software$465KFlat
- SAPSAP1,787 shares · 0.0% of their software$440KFlat
- FortinetFTNT4,428 shares · 0.0% of their software$418KFlat
- HubSpotHUBS563 shares · 0.0% of their software$392KFlat
- BroadridgeBR1,458 shares · 0.0% of their software$330KFlat
- BoxBOX9,858 shares · 0.0% of their software$312KFlat
- ToastTOST7,820 shares · 0.0% of their software$285KFlat
- Uber Technologies, Inc.UBER4,369 shares · 0.0% of their software$264KFlat
- CrowdStrikeCRWD763 shares · 0.0% of their software$261KFlat
- MorningstarMORN423 shares · 0.0% of their software$142KFlat
- The Trade DeskTTD1,116 shares · 0.0% of their software$131KFlat
- ZscalerZS685 shares · 0.0% of their software$124KFlat
- Block, Inc.XYZ1,440 shares · 0.0% of their software$122KFlat
- VeevaVEEV545 shares · 0.0% of their software$115KFlat
- FactSetFDS184 shares · 0.0% of their software$88KFlat
- Bentley SystemsBSY1,789 shares · 0.0% of their software$84KNew · Flat
- VeriSign, Inc.VRSN386 shares · 0.0% of their software$80KFlat
- AtlassianTEAM315 shares · 0.0% of their software$77KFlat
- TrimbleTRMB1,077 shares · 0.0% of their software$76KFlat
- ProcorePCOR987 shares · 0.0% of their software$74KFlat
- AkamaiAKAM553 shares · 0.0% of their software$53K−$571K
- Rubrik, Inc.RBRK770 shares · 0.0% of their software$50KFlat
- SnowflakeSNOW300 shares · 0.0% of their software$46KFlat
- Lyft, Inc.LYFT3,538 shares · 0.0% of their software$46KFlat
- OktaOKTA548 shares · 0.0% of their software$43KNew · Flat
- PTCPTC233 shares · 0.0% of their software$43KFlat
- F5, Inc.FFIV142 shares · 0.0% of their software$36KFlat
- SmartRent, Inc.SMRT20,000 shares · 0.0% of their software$35KFlat
- Tyler TechnologiesTYL56 shares · 0.0% of their software$32KFlat
- ZoomZM236 shares · 0.0% of their software$19KNew · Flat
- DatadogDDOG115 shares · 0.0% of their software$16KFlat
- DynatraceDT265 shares · 0.0% of their software$14KNew · Flat
- Manhattan AssociatesMANH44 shares · 0.0% of their software$12KFlat
- TwilioTWLO100 shares · 0.0% of their software$11KNew · Flat
- DoximityDOCS199 shares · 0.0% of their software$11KFlat
- Five9FIVN176 shares · 0.0% of their software$7KFlat
- CoStarCSGP99 shares · 0.0% of their software$7KFlat
- Amdocs LimitedDOX83 shares · 0.0% of their software$7KFlat
- Gen DigitalGEN236 shares · 0.0% of their software$6KNew · Flat
- GoDaddyGDDY31 shares · 0.0% of their software$6KNew · Flat
- DocuSignDOCU67 shares · 0.0% of their software$6KFlat
- Strategy IncMSTR20 shares · 0.0% of their software$6KNew · Flat
- Global-EGLBE106 shares · 0.0% of their software$6KNew · Flat
- MongoDBMDB23 shares · 0.0% of their software$5KFlat
- Bandwidth Inc.BAND311 shares · 0.0% of their software$5KFlat
- SS&CSSNC54 shares · 0.0% of their software$4KFlat
- ElasticESTC35 shares · 0.0% of their software$3KFlat
- BrazeBRZE70 shares · 0.0% of their software$3KNew · Flat
- BlackBerry LimitedBB600 shares · 0.0% of their software$2KNew · Flat
- PubMaticPUBM100 shares · 0.0% of their software$1KNew · Flat
- AppianAPPN40 shares · 0.0% of their software$1KNew · Flat
- Tucows Inc.TCX50 shares · 0.0% of their software$857New · Flat
- UiPathPATH37 shares · 0.0% of their software$470New · Flat
- Riskified Ltd.RSKD75 shares · 0.0% of their software$355New · Flat