Generalist · New York, NY
Brown Brothers Harriman & CO
Q3 2025 · compared with Q2 2025
- Software
- $2.9B
- Weight of 13F
- 17.8%
- Names
- 95
- Net bought
- +$40.6M
Filed 13 November 2025 · SEC filing.
1,678 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
- MicrosoftMSFT1,861,557 shares · 32.9% of their software · price +$38.2M$964MFlat
- OracleORCL2,556,553 shares · 24.5% of their software · price +$160M$719M−$175M
- Automatic Data Processing, Inc.ADP747,361 shares · 7.5% of their software · price −$11.1M$219M−$3.4M
- AdobeADBE542,095 shares · 6.5% of their software · price −$18.5M$191M−$3.7M
- CadenceCDNS486,453 shares · 5.8% of their software · price +$21.0M$171MFlat
- GuidewireGWRE741,620 shares · 5.8% of their software · price −$4.1M$170M+$3.2M
- ServiceNowNOW125,269 shares · 3.9% of their software · price −$13.5M$115M+$126M
- Shift4 Payments, Inc.FOUR1,068,801 shares · 2.8% of their software · price −$23.2M$82.7M+$11.6M
- CCC Intelligent Solutions Holdings Inc.CCC6,524,647 shares · 2.0% of their software · price −$2.0M$59.4MFlat
- nCinoNCNO1,793,139 shares · 1.7% of their software · price −$1.5M$48.6MFlat
- CertaraCERT3,764,034 shares · 1.6% of their software · price +$2.0M$46.0M+$11.4M
- Intapp, Inc.INTA1,108,767 shares · 1.5% of their software · price −$11.9M$45.3MNew · +$57.2M
- Clearwater AnalyticsCWAN2,490,801 shares · 1.5% of their software$44.9MNew
- PaymentusPAY637,349 shares · 0.7% of their software · price −$1.4M$19.5MNew · +$20.9M
- SalesforceCRM23,790 shares · 0.2% of their software · price −$849K$5.6M+$621K
- Palo Alto NetworksPANW14,664 shares · 0.1% of their software$3.0MFlat
- IntuitINTU4,105 shares · 0.1% of their software$2.8M−$985K
- PalantirPLTR14,633 shares · 0.1% of their software · price +$675K$2.7M+$511K
- Corpay, Inc.CPAY9,128 shares · 0.1% of their software$2.6MFlat
- AutodeskADSK4,970 shares · 0.1% of their software$1.6MFlat
- Uber Technologies, Inc.UBER13,073 shares · 0.0% of their software$1.3M+$751K
- SynopsysSNPS2,549 shares · 0.0% of their software$1.3MFlat
- WorkdayWDAY4,825 shares · 0.0% of their software$1.2MFlat
- Fiserv, Inc.FISV8,793 shares · 0.0% of their software$1.1MFlat
- Roper Technologies, Inc.ROP2,236 shares · 0.0% of their software$1.1MFlat
- ShopifySHOP7,420 shares · 0.0% of their software$1.1MFlat
- CrowdStrikeCRWD1,294 shares · 0.0% of their software$635KFlat
- SAPSAP2,297 shares · 0.0% of their software$614KFlat
- VeriskVRSK2,306 shares · 0.0% of their software$580KFlat
- FortinetFTNT6,162 shares · 0.0% of their software$518KFlat
- NetApp, Inc.NTAP4,264 shares · 0.0% of their software$505KFlat
- Fair IsaacFICO332 shares · 0.0% of their software$497KFlat
- BroadridgeBR1,809 shares · 0.0% of their software$431KFlat
- Paychex, Inc.PAYX3,153 shares · 0.0% of their software$400K−$1.2M
- BoxBOX9,728 shares · 0.0% of their software$314KFlat
- AppLovinAPP432 shares · 0.0% of their software$310KFlat
- ToastTOST7,820 shares · 0.0% of their software$286KFlat
- HubSpotHUBS588 shares · 0.0% of their software$275KFlat
- VeevaVEEV719 shares · 0.0% of their software$214KFlat
- VeriSign, Inc.VRSN739 shares · 0.0% of their software$207KFlat
- F5, Inc.FFIV549 shares · 0.0% of their software$177KFlat
- DatadogDDOG1,234 shares · 0.0% of their software$176KFlat
- PTCPTC829 shares · 0.0% of their software$168KFlat
- CoStarCSGP1,814 shares · 0.0% of their software$153KFlat
- OktaOKTA1,563 shares · 0.0% of their software$143KFlat
- TrimbleTRMB1,667 shares · 0.0% of their software$136KFlat
- Block, Inc.XYZ1,305 shares · 0.0% of their software$94KFlat
- ZscalerZS276 shares · 0.0% of their software$83KFlat
- ProcorePCOR1,109 shares · 0.0% of their software$81KFlat
- The Trade DeskTTD1,591 shares · 0.0% of their software$78KFlat
- Lyft, Inc.LYFT3,399 shares · 0.0% of their software$75KFlat
- Check PointCHKP329 shares · 0.0% of their software$68KFlat
- MorningstarMORN287 shares · 0.0% of their software$67KFlat
- WEX Inc.WEX402 shares · 0.0% of their software$63KFlat
- Bentley SystemsBSY1,199 shares · 0.0% of their software$62KFlat
- Tyler TechnologiesTYL103 shares · 0.0% of their software$54KFlat
- EVERTEC, Inc.EVTC1,534 shares · 0.0% of their software$52KNew · Flat
- Gen DigitalGEN1,756 shares · 0.0% of their software$50KFlat
- GoDaddyGDDY253 shares · 0.0% of their software$35KFlat
- AkamaiAKAM453 shares · 0.0% of their software$34KFlat
- CloudflareNET157 shares · 0.0% of their software$34KFlat
- MongoDBMDB75 shares · 0.0% of their software$23KFlat
- AtlassianTEAM128 shares · 0.0% of their software$20KFlat
- SnowflakeSNOW79 shares · 0.0% of their software$18KFlat
- monday.comMNDY84 shares · 0.0% of their software$16KFlat
- Strategy IncMSTR42 shares · 0.0% of their software$14KFlat
- WixWIX65 shares · 0.0% of their software$12KFlat
- OpenTextOTEX305 shares · 0.0% of their software$11KFlat
- PaycomPAYC53 shares · 0.0% of their software$11KFlat
- DoximityDOCS149 shares · 0.0% of their software$11KFlat
- TwilioTWLO100 shares · 0.0% of their software$10KFlat
- PegasystemsPEGA146 shares · 0.0% of their software$8KFlat
- NICENICE52 shares · 0.0% of their software$8KNew · Flat
- Grab Holdings LimitedGRAB1,249 shares · 0.0% of their software$8KNew · Flat
- Sportradar Group AGSRAD261 shares · 0.0% of their software$7KNew · Flat
- TeradataTDC316 shares · 0.0% of their software$7KFlat
- Consensus Cloud Solutions, Inc.CCSI230 shares · 0.0% of their software$7KNew · Flat
- FactSetFDS22 shares · 0.0% of their software$6KFlat
- SS&CSSNC70 shares · 0.0% of their software$6KFlat
- Manhattan AssociatesMANH30 shares · 0.0% of their software$6KNew · Flat
- QualysQLYS46 shares · 0.0% of their software$6KNew · Flat
- Clear Secure, Inc.YOU180 shares · 0.0% of their software$6KNew · Flat
- UnityU121 shares · 0.0% of their software$5KFlat
- Amdocs LimitedDOX58 shares · 0.0% of their software$5KFlat
- NutanixNTNX53 shares · 0.0% of their software$4KFlat
- GitLabGTLB73 shares · 0.0% of their software$3KFlat
- ElasticESTC35 shares · 0.0% of their software$3KFlat
- DuolingoDUOL8 shares · 0.0% of their software$3KFlat
- NCR Atleos CorporationNATL62 shares · 0.0% of their software$2KFlat
- PaylocityPCTY13 shares · 0.0% of their software$2KFlat
- DynatraceDT36 shares · 0.0% of their software$2KFlat
- ZoomZM17 shares · 0.0% of their software$1KFlat
- BILLBILL25 shares · 0.0% of their software$1KNew · Flat
- Rapid7RPD57 shares · 0.0% of their software$1KNew · Flat
- Figma, Inc.FIG2 shares · 0.0% of their software$104New · Flat