Generalist · Chiyoda-ku,tokyo, Japan
Daiwa Securities Group
Q2 2025 · compared with Q1 2025
Filed as Daiwa Securities Group INC.
- Software
- $3.3B
- Weight of 13F
- 12.3%
- Names
- 93
- Net bought
- +$148M
Filed 14 August 2025 · SEC filing.
1,277 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 202686 names · $14.9M in calls, not in the total$5.3B+$1.3B
- Q1 202691 names · $981K in calls, not in the total$4.1B+$1.4B
- Q4 202597 names · $4.3M in calls, not in the total$3.9B+$489M
- Q3 2025100 names · $322K in calls, not in the total$3.8B+$483M
- Q2 202593 names$3.3B+$148M
- Q1 202589 names$2.4B+$582M
- Q4 202491 names$2.1B+$249M
- Q3 202491 names$1.8B+$435M
- Q2 202495 names$1.4B+$170M
- Q1 202493 names$1.2B+$229M
- Q4 202391 names$921M+$23.1M
- Q3 202387 names$756M+$44.0M
- Q2 202384 names$744M−$8.3M
- Q1 202381 names$656M+$37.5M
- Q4 202280 names$525M+$32.0M
- Q3 202282 names$488M+$16.6M
- Q2 202281 names$501M+$46.3M
- Q1 202282 names$599M+$46.6M
- Q4 202179 names$633M+$52.3M
- Q3 202176 names$523M+$93.5M
- Q2 202170 names$404M+$50.5M
- Q1 202166 names$338M−$30.6M
- Q4 202063 names$370M+$20.7M
- Q3 202059 names$314M−$3.2M
- Q2 202054 names$106M−$1.2M
- Q1 202053 names$212M+$25.8M
- Q4 201951 names$203M+$18.4M
- Q3 201948 names$167M+$19.3M
- Q2 201949 names$149M−$4.5M
- Q1 201939 names$142M−$5.8M
- Q4 201838 names$124M−$10.0M
- Q3 201835 names$154M−$11.2M
- Q2 201837 names$147M−$6.8M
- Q1 201833 names$142M−$4.8M
- Q4 201733 names$136M+$22.8M
- Q3 201730 names$102M−$4.4M
- Q2 201731 names$99.9M−$7.2M
- Q1 201727 names$99.8M−$7.5M
- Q4 201629 names$97.5M+$16.3M
- Q3 201626 names$79.5M−$6.1M
- Q2 201628 names$81.2M—
What moved the book
The five software lines with the largest share change this quarter.
Software held
- MicrosoftMSFT2,663,396 shares · 39.8% of their software · price +$325M$1.3B+$41.0M
- CrowdStrikeCRWD1,068,776 shares · 16.4% of their software · price +$168M$544M−$9.1M
- ServiceNowNOW529,299 shares · 16.3% of their software · price +$123M$544M+$28.6M
- SalesforceCRM277,804 shares · 2.3% of their software · price +$1.2M$75.8M+$14.1M
- PalantirPLTR530,876 shares · 2.2% of their software · price +$27.6M$72.4M+$2.8M
- IntuitINTU82,349 shares · 1.9% of their software · price +$14.3M$64.9M+$3.7M
- OracleORCL264,554 shares · 1.7% of their software · price +$20.9M$57.8M+$2.4M
- AdobeADBE146,738 shares · 1.7% of their software$56.8M+$5.2M
- Uber Technologies, Inc.UBER473,353 shares · 1.3% of their software · price +$9.7M$44.3M+$5.9M
- CadenceCDNS125,731 shares · 1.2% of their software · price +$6.8M$38.7MFlat
- Palo Alto NetworksPANW187,868 shares · 1.2% of their software · price +$6.4M$38.4M+$1.3M
- Automatic Data Processing, Inc.ADP105,609 shares · 1.0% of their software$32.6M+$699K
- AutodeskADSK95,396 shares · 0.9% of their software · price +$4.6M$29.5M+$794K
- AppLovinAPP73,808 shares · 0.8% of their software · price +$6.3M$25.8M+$3.8M
- ShopifySHOP199,136 shares · 0.7% of their software · price +$4.0M$23.0M+$12.7M
- SynopsysSNPS43,774 shares · 0.7% of their software · price +$3.7M$22.4MFlat
- Strategy IncMSTR54,436 shares · 0.7% of their software · price +$6.3M$22.3M+$969K
- FortinetFTNT210,854 shares · 0.7% of their software · price +$2.0M$22.3MFlat
- Fiserv, Inc.FISV96,375 shares · 0.5% of their software · price −$4.7M$16.6M+$2.1M
- SnowflakeSNOW73,198 shares · 0.5% of their software · price +$5.7M$16.4M+$2.6M
- Roper Technologies, Inc.ROP24,169 shares · 0.4% of their software · price −$550K$13.7M+$587K
- Paychex, Inc.PAYX91,557 shares · 0.4% of their software · price −$808K$13.3MFlat
- PTCPTC74,128 shares · 0.4% of their software · price +$1.3M$12.8M+$1.4M
- WorkdayWDAY52,034 shares · 0.4% of their software$12.5M+$1.4M
- Fair IsaacFICO6,719 shares · 0.4% of their software$12.3M+$900K
- ToastTOST225,709 shares · 0.3% of their software · price +$2.5M$10.0M+$5.4M
- VeriskVRSK31,481 shares · 0.3% of their software$9.8MFlat
- CoStarCSGP106,213 shares · 0.3% of their software$8.5M+$1.1M
- NetApp, Inc.NTAP79,628 shares · 0.3% of their software · price +$1.5M$8.5MFlat
- GoDaddyGDDY43,169 shares · 0.2% of their software$7.8M+$2.8M
- AtlassianTEAM37,242 shares · 0.2% of their software$7.6M+$710K
- ZscalerZS23,047 shares · 0.2% of their software · price +$2.7M$7.2M+$718K
- DatadogDDOG52,693 shares · 0.2% of their software · price +$1.9M$7.1M−$823K
- VeriSign, Inc.VRSN24,479 shares · 0.2% of their software · price +$855K$7.1M+$2.6M
- TrimbleTRMB80,295 shares · 0.2% of their software · price +$829K$6.1MFlat
- BroadridgeBR24,409 shares · 0.2% of their software$5.9M+$629K
- HubSpotHUBS10,113 shares · 0.2% of their software$5.6M+$2.8M
- The Trade DeskTTD71,399 shares · 0.2% of their software · price +$1.2M$5.1MFlat
- SamsaraIOT127,763 shares · 0.2% of their software$5.1MFlat
- CloudflareNET25,052 shares · 0.1% of their software · price +$2.1M$4.9MFlat
- SS&CSSNC55,271 shares · 0.1% of their software$4.6M+$1.1M
- MorningstarMORN12,717 shares · 0.1% of their software$4.0MFlat
- Tyler TechnologiesTYL6,565 shares · 0.1% of their software$3.9MFlat
- Block, Inc.XYZ56,982 shares · 0.1% of their software · price +$775K$3.9M+$508K
- NutanixNTNX48,263 shares · 0.1% of their software$3.7M+$1.6M
- VeevaVEEV12,606 shares · 0.1% of their software · price +$710K$3.6M−$1.6M
- Corpay, Inc.CPAY10,365 shares · 0.1% of their software$3.4MFlat
- FactSetFDS6,866 shares · 0.1% of their software$3.1MFlat
- TwilioTWLO24,653 shares · 0.1% of their software · price +$652K$3.1M+$999K
- DynatraceDT52,837 shares · 0.1% of their software$2.9MFlat
- Lyft, Inc.LYFT179,400 shares · 0.1% of their software · price +$698K$2.8MFlat
- F5, Inc.FFIV9,549 shares · 0.1% of their software$2.8MFlat
- nCinoNCNO97,283 shares · 0.1% of their software$2.7M+$529K
- Gen DigitalGEN89,617 shares · 0.1% of their software$2.6MFlat
- PaycomPAYC11,357 shares · 0.1% of their software$2.6M−$819K
- DuolingoDUOL5,991 shares · 0.1% of their software · price +$596K$2.5M+$1.8M
- AppFolioAPPF10,413 shares · 0.1% of their software$2.4MFlat
- WixWIX14,856 shares · 0.1% of their software$2.4MFlat
- Check PointCHKP9,005 shares · 0.1% of their software$2.0MFlat
- ZoomZM24,395 shares · 0.1% of their software$1.9MFlat
- SPS CommerceSPSC13,763 shares · 0.1% of their software$1.9MFlat
- MongoDBMDB8,915 shares · 0.1% of their software$1.9MFlat
- AkamaiAKAM22,221 shares · 0.1% of their software$1.9MFlat
- Grab Holdings LimitedGRAB341,848 shares · 0.1% of their software$1.7MFlat
- DocuSignDOCU21,074 shares · 0.0% of their software$1.6MFlat
- Endava plcDAVA105,048 shares · 0.0% of their software$1.6MFlat
- OktaOKTA16,088 shares · 0.0% of their software$1.6MFlat
- SAPSAP4,980 shares · 0.0% of their software$1.5MFlat
- monday.comMNDY4,731 shares · 0.0% of their software$1.5MFlat
- VertexVERX38,000 shares · 0.0% of their software$1.3MNew · +$1.3M
- Rubrik, Inc.RBRK13,696 shares · 0.0% of their software$1.2MNew · +$835K
- Amdocs LimitedDOX12,816 shares · 0.0% of their software$1.2MFlat
- WEX Inc.WEX5,949 shares · 0.0% of their software$874KFlat
- Bentley SystemsBSY12,796 shares · 0.0% of their software$691KFlat
- ElasticESTC5,800 shares · 0.0% of their software$489KNew · +$517K
- ProgressPRGS6,300 shares · 0.0% of their software$437KNew · Flat
- CommvaultCVLT2,144 shares · 0.0% of their software$374KFlat
- BILLBILL350 shares · 0.0% of their software · Implied price is far from the quarter-end close$273KNew
- Joint Stock Company Kaspi.kzKSPI2,774 shares · 0.0% of their software$235KFlat
- DescartesDSGX1,750 shares · 0.0% of their software$178KFlat
- DigitalOceanDOCN500 shares · 0.0% of their software · Implied price is far from the quarter-end close$175KNew
- Alarm.com Holdings, Inc.ALRM2,370 shares · 0.0% of their software$134KFlat
- Full Truck Alliance Co. Ltd.YMM10,000 shares · 0.0% of their software$118KNew · Flat
- Aeva Technologies, Inc.AEVA2,648 shares · 0.0% of their software$100KNew · Flat
- FlywireFLYW5,681 shares · 0.0% of their software$66KFlat
- CourseraCOUR7,330 shares · 0.0% of their software$64KFlat
- SentinelOneS3,442 shares · 0.0% of their software$63KFlat
- DropboxDBX2,163 shares · 0.0% of their software$62KFlat
- UnityU2,533 shares · 0.0% of their software$61KFlat
- AsanaASAN4,371 shares · 0.0% of their software$59KFlat
- Rekor Systems, Inc.REKR45,117 shares · 0.0% of their software$52KNew · Flat
- Chime Financial, Inc.CHYM1,164 shares · 0.0% of their software$40KNew · Flat
- DoceboDCBO420 shares · 0.0% of their software$12KFlat