Generalist · New York, NY
Brown Brothers Harriman & CO
Q2 2025 · compared with Q1 2025
- Software
- $2.7B
- Weight of 13F
- 17.4%
- Names
- 82
- Net bought
- +$84.2M
Filed 11 August 2025 · SEC filing.
1,547 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
- MicrosoftMSFT1,879,860 shares · 34.5% of their software · price +$229M$935M+$40.6M
- OracleORCL3,354,755 shares · 27.0% of their software · price +$264M$733MFlat
- Automatic Data Processing, Inc.ADP758,495 shares · 8.6% of their software · price +$2.2M$234M+$16.4M
- AdobeADBE551,782 shares · 7.9% of their software · price +$1.8M$213MFlat
- GuidewireGWRE728,213 shares · 6.3% of their software · price +$35.0M$171M−$8.0M
- CadenceCDNS490,276 shares · 5.6% of their software · price +$26.4M$151MFlat
- Shift4 Payments, Inc.FOUR951,619 shares · 3.5% of their software · price +$16.6M$94.3M+$22.9M
- CCC Intelligent Solutions Holdings Inc.CCC6,524,124 shares · 2.3% of their software · price +$2.5M$61.4M+$27.0M
- nCinoNCNO1,793,139 shares · 1.8% of their software · price +$897K$50.2M−$7.5M
- CertaraCERT2,791,365 shares · 1.2% of their software · price +$5.0M$32.7M−$10.2M
- SalesforceCRM21,513 shares · 0.2% of their software$5.9MFlat
- IntuitINTU5,355 shares · 0.2% of their software · price +$930K$4.2MFlat
- Corpay, Inc.CPAY9,078 shares · 0.1% of their software$3.0MFlat
- Palo Alto NetworksPANW13,107 shares · 0.1% of their software$2.7MFlat
- ServiceNowNOW2,301 shares · 0.1% of their software · price +$534K$2.4MFlat
- Paychex, Inc.PAYX11,617 shares · 0.1% of their software$1.7MFlat
- Fiserv, Inc.FISV9,290 shares · 0.1% of their software$1.6MFlat
- PalantirPLTR10,886 shares · 0.1% of their software · price +$565K$1.5MFlat
- AutodeskADSK4,573 shares · 0.1% of their software$1.4MFlat
- Roper Technologies, Inc.ROP2,213 shares · 0.0% of their software$1.3MFlat
- SynopsysSNPS2,442 shares · 0.0% of their software$1.3MFlat
- WorkdayWDAY3,639 shares · 0.0% of their software$873KFlat
- ShopifySHOP7,423 shares · 0.0% of their software$856KFlat
- SAPSAP2,001 shares · 0.0% of their software$609KFlat
- CrowdStrikeCRWD1,105 shares · 0.0% of their software$563KFlat
- VeriskVRSK1,700 shares · 0.0% of their software$530KFlat
- FortinetFTNT4,973 shares · 0.0% of their software$526KFlat
- Fair IsaacFICO280 shares · 0.0% of their software$512KFlat
- Uber Technologies, Inc.UBER5,021 shares · 0.0% of their software$468KFlat
- NetApp, Inc.NTAP3,827 shares · 0.0% of their software$408KFlat
- ToastTOST7,820 shares · 0.0% of their software$346KFlat
- BroadridgeBR1,389 shares · 0.0% of their software$338KFlat
- BoxBOX9,728 shares · 0.0% of their software$332KFlat
- HubSpotHUBS586 shares · 0.0% of their software$326KFlat
- VeevaVEEV665 shares · 0.0% of their software$192KFlat
- TenableTENB5,000 shares · 0.0% of their software$169KNew · Flat
- VeriSign, Inc.VRSN553 shares · 0.0% of their software$160KFlat
- TrimbleTRMB1,429 shares · 0.0% of their software$109KFlat
- PTCPTC624 shares · 0.0% of their software$108KFlat
- FactSetFDS225 shares · 0.0% of their software$101KFlat
- CoStarCSGP1,130 shares · 0.0% of their software$91KFlat
- MorningstarMORN287 shares · 0.0% of their software$90KFlat
- OktaOKTA900 shares · 0.0% of their software$90KFlat
- The Trade DeskTTD1,173 shares · 0.0% of their software$84KFlat
- ZscalerZS264 shares · 0.0% of their software$83KFlat
- ProcorePCOR1,109 shares · 0.0% of their software$76KFlat
- Bentley SystemsBSY1,178 shares · 0.0% of their software$64KFlat
- WEX Inc.WEX402 shares · 0.0% of their software$59KNew · Flat
- AppLovinAPP139 shares · 0.0% of their software$49KNew · Flat
- Tyler TechnologiesTYL76 shares · 0.0% of their software$45KFlat
- F5, Inc.FFIV149 shares · 0.0% of their software$44KFlat
- Lyft, Inc.LYFT2,760 shares · 0.0% of their software$43KFlat
- DatadogDDOG320 shares · 0.0% of their software$43KFlat
- Gen DigitalGEN1,188 shares · 0.0% of their software$35KFlat
- AkamaiAKAM348 shares · 0.0% of their software$28KFlat
- monday.comMNDY84 shares · 0.0% of their software$26KNew · Flat
- CloudflareNET101 shares · 0.0% of their software$20KNew · Flat
- GoDaddyGDDY103 shares · 0.0% of their software$19KFlat
- AtlassianTEAM74 shares · 0.0% of their software$15KFlat
- MongoDBMDB69 shares · 0.0% of their software$14KFlat
- PaycomPAYC60 shares · 0.0% of their software$14KFlat
- Check PointCHKP59 shares · 0.0% of their software$13KNew · Flat
- TwilioTWLO100 shares · 0.0% of their software$12KFlat
- DoximityDOCS149 shares · 0.0% of their software$9KFlat
- PegasystemsPEGA146 shares · 0.0% of their software$8KNew · Flat
- Strategy IncMSTR19 shares · 0.0% of their software$8KNew · Flat
- Block, Inc.XYZ87 shares · 0.0% of their software$6KFlat
- OpenTextOTEX195 shares · 0.0% of their software$6KNew · Flat
- Amdocs LimitedDOX58 shares · 0.0% of their software$5KFlat
- SS&CSSNC58 shares · 0.0% of their software$5KFlat
- NutanixNTNX53 shares · 0.0% of their software$4KNew · Flat
- WixWIX25 shares · 0.0% of their software$4KNew · Flat
- GitLabGTLB73 shares · 0.0% of their software$3KNew · Flat
- DuolingoDUOL8 shares · 0.0% of their software$3KNew · Flat
- ElasticESTC35 shares · 0.0% of their software$3KFlat
- UnityU121 shares · 0.0% of their software$3KNew · Flat
- TeradataTDC124 shares · 0.0% of their software$3KNew · Flat
- SnowflakeSNOW11 shares · 0.0% of their software$2KNew · Flat
- PaylocityPCTY13 shares · 0.0% of their software$2KNew · Flat
- DynatraceDT36 shares · 0.0% of their software$2KNew · Flat
- NCR Atleos CorporationNATL62 shares · 0.0% of their software$2KNew · Flat
- ZoomZM17 shares · 0.0% of their software$1KNew · Flat