Generalist · New York, NY
Brown Brothers Harriman & CO
Q4 2025 · compared with Q3 2025
- Software
- $2.5B
- Weight of 13F
- 13.4%
- Names
- 97
- Net bought
- +$430M
Filed 12 February 2026 · SEC filing.
1,833 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
- MicrosoftMSFT1,863,079 shares · 36.5% of their software · price −$64.0M$901MFlat
- OracleORCL2,241,899 shares · 17.7% of their software · price −$194M$437M−$88.5M
- Automatic Data Processing, Inc.ADP710,103 shares · 7.4% of their software · price −$25.8M$183M−$10.9M
- CadenceCDNS535,892 shares · 6.8% of their software · price −$20.7M$168M+$17.4M
- GuidewireGWRE731,627 shares · 6.0% of their software · price −$21.1M$147M−$2.3M
- AdobeADBE337,326 shares · 4.8% of their software · price −$931K$118M−$72.2M
- ServiceNowNOW736,146 shares · 4.6% of their software · price −$565M$113M+$562M
- Clearwater AnalyticsCWAN2,952,808 shares · 2.9% of their software$71.2M—
- Shift4 Payments, Inc.FOUR891,981 shares · 2.3% of their software · price −$12.9M$56.2M−$13.7M
- CCC Intelligent Solutions Holdings Inc.CCC6,545,624 shares · 2.1% of their software · price −$7.6M$52.0MFlat
- Intapp, Inc.INTA1,108,767 shares · 2.1% of their software · price +$5.5M$50.8MFlat
- PaymentusPAY1,580,593 shares · 2.0% of their software · price +$1.6M$49.9M+$28.9M
- nCinoNCNO1,793,139 shares · 1.9% of their software · price −$2.6M$46.0MFlat
- CertaraCERT3,764,034 shares · 1.3% of their software · price −$12.8M$33.2MFlat
- SalesforceCRM28,494 shares · 0.3% of their software · price +$795K$7.5M+$1.1M
- PalantirPLTR21,799 shares · 0.2% of their software$3.9M+$1.3M
- IntuitINTU5,661 shares · 0.2% of their software$3.7M+$1.1M
- Palo Alto NetworksPANW16,004 shares · 0.1% of their software$2.9MFlat
- Corpay, Inc.CPAY9,608 shares · 0.1% of their software$2.9MFlat
- AutodeskADSK6,738 shares · 0.1% of their software$2.0M+$562K
- SynopsysSNPS4,069 shares · 0.1% of their software$1.9M+$750K
- ShopifySHOP8,090 shares · 0.1% of their software$1.3MFlat
- AppLovinAPP1,842 shares · 0.1% of their software$1.2M+$1.0M
- Roper Technologies, Inc.ROP2,672 shares · 0.0% of their software$1.2MFlat
- Uber Technologies, Inc.UBER11,950 shares · 0.0% of their software$976KFlat
- CrowdStrikeCRWD1,965 shares · 0.0% of their software$921KFlat
- WorkdayWDAY3,876 shares · 0.0% of their software$832KFlat
- FortinetFTNT8,709 shares · 0.0% of their software$692KFlat
- VeriskVRSK2,856 shares · 0.0% of their software$639KFlat
- TrimbleTRMB8,020 shares · 0.0% of their software$628K+$519K
- SAPSAP2,586 shares · 0.0% of their software$628KFlat
- Fair IsaacFICO364 shares · 0.0% of their software$615KFlat
- Paychex, Inc.PAYX4,590 shares · 0.0% of their software$515KFlat
- Fiserv, Inc.FISV7,580 shares · 0.0% of their software$509KFlat
- NetApp, Inc.NTAP4,320 shares · 0.0% of their software$463KFlat
- BroadridgeBR1,840 shares · 0.0% of their software$411KFlat
- Gen DigitalGEN11,105 shares · 0.0% of their software$302KFlat
- BoxBOX9,836 shares · 0.0% of their software$294KFlat
- PTCPTC1,624 shares · 0.0% of their software$283KFlat
- ToastTOST7,820 shares · 0.0% of their software$278KFlat
- Block, Inc.XYZ3,406 shares · 0.0% of their software$222KFlat
- HubSpotHUBS524 shares · 0.0% of their software$210KFlat
- DatadogDDOG1,265 shares · 0.0% of their software$172KFlat
- F5, Inc.FFIV611 shares · 0.0% of their software$156KFlat
- VeriSign, Inc.VRSN585 shares · 0.0% of their software$142KFlat
- VeevaVEEV608 shares · 0.0% of their software$136KFlat
- MorningstarMORN508 shares · 0.0% of their software$110KFlat
- Tyler TechnologiesTYL223 shares · 0.0% of their software$101KFlat
- FactSetFDS311 shares · 0.0% of their software$90KFlat
- The Trade DeskTTD2,322 shares · 0.0% of their software$88KFlat
- Check PointCHKP423 shares · 0.0% of their software$78KFlat
- ProcorePCOR1,020 shares · 0.0% of their software$74KFlat
- CoStarCSGP1,048 shares · 0.0% of their software$70KFlat
- AkamaiAKAM785 shares · 0.0% of their software$68KFlat
- WEX Inc.WEX402 shares · 0.0% of their software$60KFlat
- Bentley SystemsBSY1,232 shares · 0.0% of their software$47KFlat
- GoDaddyGDDY345 shares · 0.0% of their software$43KFlat
- ZscalerZS190 shares · 0.0% of their software$43KFlat
- PegasystemsPEGA710 shares · 0.0% of their software$42KFlat
- OktaOKTA441 shares · 0.0% of their software$38KFlat
- CloudflareNET140 shares · 0.0% of their software$28KFlat
- SnowflakeSNOW117 shares · 0.0% of their software$26KFlat
- PaycomPAYC154 shares · 0.0% of their software$25KFlat
- CommvaultCVLT169 shares · 0.0% of their software$21KNew · Flat
- AtlassianTEAM119 shares · 0.0% of their software$19KFlat
- TwilioTWLO125 shares · 0.0% of their software$18KFlat
- MongoDBMDB37 shares · 0.0% of their software$16KFlat
- Lyft, Inc.LYFT592 shares · 0.0% of their software$11KFlat
- SS&CSSNC126 shares · 0.0% of their software$11KFlat
- ProgressPRGS232 shares · 0.0% of their software$10KNew · Flat
- Manhattan AssociatesMANH47 shares · 0.0% of their software$8KFlat
- VivoPower PLCVIVO3,400 shares · 0.0% of their software$8KNew · Flat
- Q2QTWO98 shares · 0.0% of their software$7KNew · Flat
- DoximityDOCS149 shares · 0.0% of their software$7KFlat
- Clear Secure, Inc.YOU180 shares · 0.0% of their software$6KFlat
- WorkivaWK67 shares · 0.0% of their software$6KNew · Flat
- UnityU121 shares · 0.0% of their software$5KFlat
- VaronisVRNS152 shares · 0.0% of their software$5KNew · Flat
- Strategy IncMSTR32 shares · 0.0% of their software$5KFlat
- Amdocs LimitedDOX58 shares · 0.0% of their software$5KFlat
- WixWIX39 shares · 0.0% of their software$4KFlat
- DynatraceDT92 shares · 0.0% of their software$4KFlat
- TeradataTDC124 shares · 0.0% of their software$4KFlat
- StoneCo Ltd.STNE225 shares · 0.0% of their software$3KNew · Flat
- SPS CommerceSPSC37 shares · 0.0% of their software$3KNew · Flat
- NutanixNTNX53 shares · 0.0% of their software$3KFlat
- ElasticESTC35 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
- LiveRamp Holdings, Inc.RAMP65 shares · 0.0% of their software$2KNew · Flat
- C3.aiAI128 shares · 0.0% of their software$2KNew · Flat
- YextYEXT196 shares · 0.0% of their software$2KNew · Flat
- Calix, Inc.CALX28 shares · 0.0% of their software$1KNew · Flat
- ZoomZM17 shares · 0.0% of their software$1KFlat
- DuolingoDUOL8 shares · 0.0% of their software$1KFlat
- Rubrik, Inc.RBRK16 shares · 0.0% of their software$1KNew · Flat
- Figma, Inc.FIG2 shares · 0.0% of their software$75Flat