Generalist · Chiyoda-ku,tokyo, Japan
Daiwa Securities Group
Q3 2025 · compared with Q2 2025
Filed as Daiwa Securities Group INC.
- Software
- $3.8B
- Weight of 13F
- 12.9%
- Names
- 100
- Net bought
- +$483M
Filed 14 November 2025 · SEC filing.
Call exposure on these names is $322K across 1 line. Calls are not in the stock total.
1,310 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
- MicrosoftMSFT2,888,201 shares · 39.3% of their software · price +$59.3M$1.5B+$112M
- CrowdStrikeCRWD1,426,641 shares · 18.4% of their software · price −$27.0M$700M+$182M
- ServiceNowNOW678,415 shares · 16.4% of their software · price −$73.1M$624M+$153M
- PalantirPLTR604,616 shares · 2.9% of their software · price +$27.9M$110M+$10.1M
- OracleORCL303,522 shares · 2.2% of their software · price +$19.0M$85.4M+$8.5M
- AppLovinAPP87,738 shares · 1.7% of their software · price +$32.3M$63.0M+$4.9M
- SalesforceCRM254,067 shares · 1.6% of their software · price −$9.1M$60.2M−$6.5M
- AdobeADBE168,989 shares · 1.6% of their software · price −$5.8M$59.6M+$8.6M
- IntuitINTU86,617 shares · 1.6% of their software · price −$9.1M$59.2M+$3.4M
- Uber Technologies, Inc.UBER470,643 shares · 1.2% of their software · price +$2.2M$46.1MFlat
- CadenceCDNS115,330 shares · 1.1% of their software · price +$5.0M$40.5M−$3.2M
- SynopsysSNPS76,259 shares · 1.0% of their software · price −$1.5M$37.6M+$16.7M
- Palo Alto NetworksPANW166,151 shares · 0.9% of their software$33.8M−$4.4M
- Automatic Data Processing, Inc.ADP113,906 shares · 0.9% of their software · price −$1.7M$33.4M+$2.6M
- AutodeskADSK102,353 shares · 0.9% of their software · price +$829K$32.5M+$2.2M
- ShopifySHOP162,007 shares · 0.6% of their software · price +$5.4M$24.1M−$4.3M
- FortinetFTNT193,744 shares · 0.4% of their software · price −$4.2M$16.3M−$1.8M
- Strategy IncMSTR43,513 shares · 0.4% of their software · price −$3.6M$14.0M−$4.4M
- PTCPTC68,543 shares · 0.4% of their software · price +$2.1M$13.9M−$963K
- Fiserv, Inc.FISV106,248 shares · 0.4% of their software · price −$4.6M$13.7M+$1.7M
- WorkdayWDAY53,953 shares · 0.3% of their software$13.0MFlat
- Roper Technologies, Inc.ROP25,578 shares · 0.3% of their software · price −$1.7M$12.8M+$799K
- SnowflakeSNOW53,810 shares · 0.3% of their software$12.1M−$4.3M
- Paychex, Inc.PAYX88,550 shares · 0.3% of their software · price −$1.7M$11.2MFlat
- DatadogDDOG78,492 shares · 0.3% of their software · price +$633K$11.2M+$3.5M
- CoStarCSGP114,352 shares · 0.3% of their software$9.6M+$654K
- NetApp, Inc.NTAP71,636 shares · 0.2% of their software · price +$853K$8.5M−$852K
- VeriskVRSK33,271 shares · 0.2% of their software · price −$2.0M$8.4M+$558K
- VeriSign, Inc.VRSN29,857 shares · 0.2% of their software$8.3M+$1.6M
- CloudflareNET32,752 shares · 0.2% of their software · price +$614K$7.0M+$1.5M
- AtlassianTEAM42,122 shares · 0.2% of their software · price −$1.8M$6.7M+$991K
- ZscalerZS22,348 shares · 0.2% of their software$6.7MFlat
- BroadridgeBR27,482 shares · 0.2% of their software$6.5M+$747K
- Block, Inc.XYZ86,417 shares · 0.2% of their software$6.2M+$2.0M
- TrimbleTRMB75,918 shares · 0.2% of their software$6.2MFlat
- HubSpotHUBS12,958 shares · 0.2% of their software · price −$1.2M$6.1M+$1.6M
- Fair IsaacFICO3,885 shares · 0.2% of their software · price −$1.3M$5.8M−$5.2M
- VeevaVEEV17,676 shares · 0.1% of their software$5.3M+$1.5M
- ToastTOST143,826 shares · 0.1% of their software · price −$1.1M$5.3M−$3.6M
- GoDaddyGDDY38,070 shares · 0.1% of their software · price −$1.6M$5.2M−$918K
- The Trade DeskTTD105,877 shares · 0.1% of their software · price −$2.4M$5.2M+$2.5M
- SS&CSSNC55,354 shares · 0.1% of their software$4.9MFlat
- F5, Inc.FFIV14,118 shares · 0.1% of their software$4.6M+$1.3M
- NutanixNTNX57,928 shares · 0.1% of their software$4.3M+$739K
- Tyler TechnologiesTYL6,841 shares · 0.1% of their software$3.6MFlat
- Lyft, Inc.LYFT146,804 shares · 0.1% of their software · price +$918K$3.2M−$514K
- Corpay, Inc.CPAY10,844 shares · 0.1% of their software$3.1MFlat
- MorningstarMORN11,800 shares · 0.1% of their software · price −$967K$2.7MFlat
- AppFolioAPPF9,617 shares · 0.1% of their software$2.7MFlat
- Gen DigitalGEN93,290 shares · 0.1% of their software$2.6MFlat
- DynatraceDT53,772 shares · 0.1% of their software$2.6MFlat
- MongoDBMDB8,027 shares · 0.1% of their software · price +$806K$2.5MFlat
- nCinoNCNO90,077 shares · 0.1% of their software$2.4MFlat
- PaycomPAYC11,663 shares · 0.1% of their software$2.4MFlat
- UnityU58,384 shares · 0.1% of their software · price +$925K$2.3M+$1.4M
- FactSetFDS7,088 shares · 0.1% of their software · price −$1.1M$2.0MFlat
- ZoomZM24,518 shares · 0.1% of their software$2.0MFlat
- DocuSignDOCU26,633 shares · 0.1% of their software$1.9MFlat
- Check PointCHKP9,082 shares · 0.0% of their software$1.9MFlat
- AkamaiAKAM22,777 shares · 0.0% of their software$1.7MFlat
- Grab Holdings LimitedGRAB260,692 shares · 0.0% of their software$1.6MFlat
- WixWIX8,612 shares · 0.0% of their software$1.5M−$989K
- DuolingoDUOL4,279 shares · 0.0% of their software$1.4M−$702K
- SAPSAP5,079 shares · 0.0% of their software$1.4MFlat
- ProgressPRGS30,000 shares · 0.0% of their software · price −$597K$1.3M+$1.5M
- OktaOKTA14,095 shares · 0.0% of their software$1.3MFlat
- TwilioTWLO12,753 shares · 0.0% of their software$1.3M−$1.5M
- Rubrik, Inc.RBRK13,635 shares · 0.0% of their software$1.1MFlat
- DigitalOceanDOCN31,000 shares · 0.0% of their software$1.1M—
- SPS CommerceSPSC9,003 shares · 0.0% of their software$938K−$648K
- WEX Inc.WEX5,905 shares · 0.0% of their software$930KFlat
- DropboxDBX30,548 shares · 0.0% of their software$923K+$812K
- Endava plcDAVA99,200 shares · 0.0% of their software · price −$617K$903KFlat
- SamsaraIOT23,800 shares · 0.0% of their software$887K−$4.1M
- VertexVERX35,000 shares · 0.0% of their software$867KFlat
- DoubleVerifyDV68,280 shares · 0.0% of their software$818KNew · +$1.0M
- Bitdeer Technologies GroupBTDR47,500 shares · 0.0% of their software$811KNew · +$545K
- Manhattan AssociatesMANH3,881 shares · 0.0% of their software$796KNew · +$766K
- CoreWeave, Inc.CRWV5,152 shares · 0.0% of their software$705KNew · +$840K
- monday.comMNDY3,611 shares · 0.0% of their software$699KFlat
- Bentley SystemsBSY13,496 shares · 0.0% of their software$695KFlat
- PegasystemsPEGA10,918 shares · 0.0% of their software$628KNew · +$591K
- CommvaultCVLT3,144 shares · 0.0% of their software$594KFlat
- ElasticESTC5,800 shares · 0.0% of their software$490KFlat
- DescartesDSGX5,050 shares · 0.0% of their software$476KFlat
- Amdocs LimitedDOX5,605 shares · 0.0% of their software$460K−$658K
- UiPathPATH26,900 shares · 0.0% of their software$360KNew · Flat
- RingCentralRNG6,891 shares · 0.0% of their software$195KNew · Flat
- Clear Secure, Inc.YOU4,934 shares · 0.0% of their software$165KNew · Flat
- AsanaASAN12,138 shares · 0.0% of their software$162KFlat
- Full Truck Alliance Co. Ltd.YMM10,000 shares · 0.0% of their software$130KFlat
- Alarm.com Holdings, Inc.ALRM2,070 shares · 0.0% of their software$110KFlat
- Grindr Inc.GRND5,829 shares · 0.0% of their software$88KNew · Flat
- TeradataTDC3,816 shares · 0.0% of their software$82KNew · Flat
- CourseraCOUR6,140 shares · 0.0% of their software$72KFlat
- FlywireFLYW5,185 shares · 0.0% of their software$70KFlat
- Rekor Systems, Inc.REKR41,179 shares · 0.0% of their software$65KFlat
- SentinelOneS3,141 shares · 0.0% of their software$55KFlat
- Aeva Technologies, Inc.AEVA2,417 shares · 0.0% of their software$35KFlat
- BrazeBRZE1,228 shares · 0.0% of their software$35KNew · Flat