Generalist · New York, NY
Brown Brothers Harriman & CO
Q1 2025 · compared with Q4 2024
- Software
- $2.0B
- Weight of 13F
- 14.3%
- Names
- 67
- Net bought
- +$106M
Filed 14 May 2025 · SEC filing.
1,304 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
- MicrosoftMSFT1,771,627 shares · 32.6% of their software · price −$81.7M$665M−$10.5M
- OracleORCL3,363,866 shares · 23.0% of their software · price −$90.3M$470M−$8.8M
- Automatic Data Processing, Inc.ADP704,688 shares · 10.5% of their software · price +$9.0M$215MFlat
- AdobeADBE554,288 shares · 10.4% of their software · price −$33.9M$213M+$5.8M
- GuidewireGWRE770,846 shares · 7.1% of their software · price +$14.5M$144M−$5.5M
- CadenceCDNS486,617 shares · 6.1% of their software · price −$22.4M$124M+$73.6M
- nCinoNCNO2,065,880 shares · 2.8% of their software · price −$12.6M$56.7MFlat
- Shift4 Payments, Inc.FOUR671,299 shares · 2.7% of their software · price −$14.8M$54.9M+$10.3M
- CertaraCERT3,818,613 shares · 1.9% of their software · price −$2.9M$37.8MFlat
- CCC Intelligent Solutions Holdings Inc.CCC3,529,784 shares · 1.6% of their software · price −$9.5M$31.9MNew · +$41.4M
- SalesforceCRM20,131 shares · 0.3% of their software · price −$1.3M$5.4MFlat
- Corpay, Inc.CPAY8,830 shares · 0.2% of their software$3.1MFlat
- IntuitINTU4,614 shares · 0.1% of their software$2.8MFlat
- Palo Alto NetworksPANW11,472 shares · 0.1% of their software$2.0MFlat
- Fiserv, Inc.FISV8,288 shares · 0.1% of their software$1.8MFlat
- Paychex, Inc.PAYX9,838 shares · 0.1% of their software$1.5MFlat
- ServiceNowNOW1,827 shares · 0.1% of their software$1.5M+$696K
- Roper Technologies, Inc.ROP1,935 shares · 0.1% of their software$1.1MFlat
- AutodeskADSK4,198 shares · 0.1% of their software$1.1MFlat
- SynopsysSNPS2,243 shares · 0.0% of their software$962KFlat
- WorkdayWDAY3,037 shares · 0.0% of their software$709KFlat
- PalantirPLTR8,325 shares · 0.0% of their software$703KFlat
- ShopifySHOP6,910 shares · 0.0% of their software$660KFlat
- Fair IsaacFICO264 shares · 0.0% of their software$487KFlat
- SAPSAP1,787 shares · 0.0% of their software$480KFlat
- VeriskVRSK1,525 shares · 0.0% of their software$454KFlat
- FortinetFTNT4,288 shares · 0.0% of their software$413KFlat
- BroadridgeBR1,294 shares · 0.0% of their software$314KFlat
- NetApp, Inc.NTAP3,463 shares · 0.0% of their software$304KFlat
- BoxBOX9,728 shares · 0.0% of their software$300KFlat
- HubSpotHUBS521 shares · 0.0% of their software$298KFlat
- ToastTOST7,820 shares · 0.0% of their software$259KFlat
- Uber Technologies, Inc.UBER2,534 shares · 0.0% of their software$185KFlat
- VeevaVEEV535 shares · 0.0% of their software$124KFlat
- CrowdStrikeCRWD349 shares · 0.0% of their software$123KFlat
- VeriSign, Inc.VRSN430 shares · 0.0% of their software$109KFlat
- OktaOKTA900 shares · 0.0% of their software$95KFlat
- FactSetFDS206 shares · 0.0% of their software$94KFlat
- Bentley SystemsBSY2,321 shares · 0.0% of their software$91KFlat
- MorningstarMORN287 shares · 0.0% of their software$86KFlat
- TrimbleTRMB1,277 shares · 0.0% of their software$84KFlat
- ProcorePCOR987 shares · 0.0% of their software$65KFlat
- AkamaiAKAM666 shares · 0.0% of their software$54KFlat
- F5, Inc.FFIV198 shares · 0.0% of their software$53KFlat
- The Trade DeskTTD921 shares · 0.0% of their software$50KFlat
- PTCPTC322 shares · 0.0% of their software$50KFlat
- ZscalerZS165 shares · 0.0% of their software$33KFlat
- Lyft, Inc.LYFT2,738 shares · 0.0% of their software$33KFlat
- CoStarCSGP377 shares · 0.0% of their software$30KFlat
- SmartRent, Inc.SMRT20,000 shares · 0.0% of their software$24KFlat
- DoximityDOCS399 shares · 0.0% of their software$23KFlat
- PaycomPAYC78 shares · 0.0% of their software$17KNew · Flat
- GoDaddyGDDY78 shares · 0.0% of their software$14KFlat
- Gen DigitalGEN522 shares · 0.0% of their software$14KFlat
- Block, Inc.XYZ250 shares · 0.0% of their software$14KFlat
- Tyler TechnologiesTYL22 shares · 0.0% of their software$13KFlat
- DatadogDDOG105 shares · 0.0% of their software$10KFlat
- TwilioTWLO100 shares · 0.0% of their software$10KFlat
- AtlassianTEAM46 shares · 0.0% of their software$10KFlat
- DocuSignDOCU67 shares · 0.0% of their software$5KFlat
- Five9FIVN176 shares · 0.0% of their software$5KFlat
- SS&CSSNC54 shares · 0.0% of their software$5KFlat
- Global-EGLBE106 shares · 0.0% of their software$4KFlat
- Amdocs LimitedDOX39 shares · 0.0% of their software$4KFlat
- ElasticESTC35 shares · 0.0% of their software$3KFlat
- BrazeBRZE70 shares · 0.0% of their software$3KFlat
- MongoDBMDB12 shares · 0.0% of their software$2KFlat