Generalist · Paris, France
Bnp Paribas Asset Management Holding
Q4 2025 · compared with Q3 2025
Filed as Bnp Paribas Asset Management Holding S.a.
- Software
- $12.6B
- Weight of 13F
- 14.6%
- Names
- 176
- Net bought
- +$13.0B
Filed 13 February 2026 · SEC filing.
2,170 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 20260 names$0—
- Q1 20260 names$0−$12.6B
- Q4 2025176 names$12.6B+$13.0B
- Q3 2025140 names$3.8B−$2.4B
- Q2 2025159 names$6.3B−$116M
- Q1 202567 names$5.4B−$135M
- Q4 202466 names$6.1B+$632M
- Q3 202460 names$5.6B−$195M
- Q2 202467 names$5.7B+$152M
- Q1 202460 names$5.6B−$214M
- Q4 202357 names$5.5B−$269M
- Q3 202358 names$4.9B+$496M
- Q2 202355 names$4.6B+$261M
- Q1 202355 names$3.8B−$18.4M
- Q4 202254 names$3.2B+$186M
- Q3 202253 names$2.9B+$737M
- Q2 202252 names$2.8B+$988M
- Q1 202248 names$3.3B+$617M
- Q4 202148 names$3.1B+$188M
- Q3 202144 names$2.7B−$81.7M
- Q2 202145 names$2.6B+$6.7M
- Q1 202145 names$2.3B+$160M
- Q4 202047 names$2.1B+$206M
- Q3 202045 names$1.8B+$95.6M
- Q2 202046 names$1.5B+$15.8M
- Q1 202036 names$1.2B+$19.0M
- Q4 201937 names$1.3B+$144M
- Q3 201938 names$1.0B+$144M
- Q2 201938 names$879M+$69.0M
- Q1 201938 names$749M−$31.4M
- Q4 201838 names$659M+$78.6M
- Q3 201838 names$712M+$14.2M
- Q2 201838 names$601M−$44.6M
- Q1 201834 names$588M+$44.5M
- Q4 201732 names$510M−$39.0M
- Q3 201735 names$497M−$3.3M
- Q2 201735 names$483M+$10.3M
- Q1 201733 names$450M−$16.9M
- Q4 201634 names$444M−$47.3M
- Q3 201632 names$489M+$9.1M
- Q2 201632 names$442M—
What moved the book
The five software lines with the largest share change this quarter.
Software held
- MicrosoftMSFT9,684,778 shares · 37.1% of their software · price −$332M$4.7BNew · +$5.0B
- ServiceNowNOW4,084,580 shares · 5.0% of their software · price −$3.1B$626M+$3.4B
- Palo Alto NetworksPANW2,803,611 shares · 4.1% of their software · price −$54.4M$516M+$262M
- IntuitINTU740,493 shares · 3.9% of their software · price −$15.2M$491M+$193M
- AutodeskADSK1,387,795 shares · 3.3% of their software · price −$30.1M$411M+$291M
- AdobeADBE988,889 shares · 2.7% of their software · price −$2.7M$346M+$76.9M
- PalantirPLTR1,917,182 shares · 2.7% of their software · price −$9.0M$342M+$189M
- CadenceCDNS1,076,444 shares · 2.7% of their software · price −$41.6M$337M+$267M
- SalesforceCRM1,190,031 shares · 2.5% of their software · price +$33.2M$315MNew · +$282M
- Automatic Data Processing, Inc.ADP1,125,720 shares · 2.3% of their software · price −$40.8M$290M+$176M
- MongoDBMDB552,535 shares · 1.8% of their software · price +$60.4M$232M+$7.8M
- Uber Technologies, Inc.UBER2,682,872 shares · 1.7% of their software · price −$43.6M$219M+$233M
- Manhattan AssociatesMANH1,147,988 shares · 1.6% of their software · price −$36.4M$199M+$55.1M
- CoStarCSGP2,813,363 shares · 1.5% of their software · price −$48.2M$189M+$31.7M
- AppLovinAPP280,064 shares · 1.5% of their software · price −$12.5M$189M+$153M
- OracleORCL965,120 shares · 1.5% of their software · price −$83.3M$188M+$173M
- ToastTOST4,373,306 shares · 1.2% of their software · price −$4.4M$155M+$12.0M
- ShopifySHOP839,748 shares · 1.1% of their software · price +$10.4M$142M+$112M
- FortinetFTNT1,612,613 shares · 1.0% of their software · price −$7.5M$128M+$20.3M
- WorkdayWDAY483,613 shares · 0.8% of their software · price −$12.5M$104M+$15.7M
- DatadogDDOG761,000 shares · 0.8% of their software · price −$4.9M$104M+$84.1M
- PaycomPAYC611,569 shares · 0.8% of their software · price −$29.8M$97.5M+$14.6M
- SynopsysSNPS205,432 shares · 0.8% of their software · price −$4.9M$96.5M+$68.6M
- PTCPTC534,969 shares · 0.7% of their software · price −$15.4M$93.2M+$102M
- TrimbleTRMB1,157,749 shares · 0.7% of their software · price −$3.8M$90.7M+$74.2M
- VaronisVRNS2,732,556 shares · 0.7% of their software · price −$67.4M$89.6MNew · +$157M
- BroadridgeBR399,539 shares · 0.7% of their software · price −$6.0M$89.2M+$70.7M
- VeevaVEEV372,149 shares · 0.7% of their software · price −$27.8M$83.1M+$92.3M
- VeriSign, Inc.VRSN336,848 shares · 0.6% of their software · price −$12.3M$81.8M+$8.0M
- Payoneer Global Inc.PAYO13,762,188 shares · 0.6% of their software · price −$5.9M$77.3M+$83.2M
- Roper Technologies, Inc.ROP171,250 shares · 0.6% of their software · price −$9.2M$76.2M+$32.9M
- Paychex, Inc.PAYX678,361 shares · 0.6% of their software · price −$9.9M$76.1M+$62.7M
- Fiserv, Inc.FISV1,027,188 shares · 0.5% of their software · price −$63.4M$69.0M+$82.9M
- JFrogFROG1,075,794 shares · 0.5% of their software · price +$16.3M$67.2MNew · +$50.9M
- SPS CommerceSPSC739,762 shares · 0.5% of their software · price −$11.1M$65.9M+$19.2M
- CloudflareNET310,658 shares · 0.5% of their software · price −$5.4M$61.3M+$53.3M
- SnowflakeSNOW268,299 shares · 0.5% of their software · price −$1.7M$58.9MNew · +$60.5M
- CrowdStrikeCRWD116,060 shares · 0.4% of their software · price −$2.5M$54.4MNew · +$56.9M
- NetApp, Inc.NTAP507,744 shares · 0.4% of their software · price −$5.8M$54.4M+$39.5M
- ZoomZM629,461 shares · 0.4% of their software · price +$2.4M$54.3MNew · +$51.9M
- Tyler TechnologiesTYL116,832 shares · 0.4% of their software · price −$8.1M$53.0M+$54.6M
- ZscalerZS227,417 shares · 0.4% of their software · price −$17.0M$51.2MNew · +$68.1M
- Bentley SystemsBSY1,305,901 shares · 0.4% of their software · price −$17.4M$49.8M+$64.9M
- Block, Inc.XYZ738,406 shares · 0.4% of their software · price −$5.3M$48.1MFlat
- VeriskVRSK208,242 shares · 0.4% of their software · price −$5.8M$46.6M+$6.3M
- Check PointCHKP226,608 shares · 0.3% of their software · price −$4.8M$42.1M+$814K
- Intapp, Inc.INTA784,663 shares · 0.3% of their software · price +$3.9M$36.0M+$10.3M
- Full Truck Alliance Co. Ltd.YMM3,103,462 shares · 0.3% of their software · price −$7.0M$33.3M+$852K
- NutanixNTNX640,863 shares · 0.3% of their software · price −$14.5M$33.1M+$40.6M
- The Trade DeskTTD872,388 shares · 0.3% of their software · price −$9.6M$33.1M+$35.6M
- HubSpotHUBS74,745 shares · 0.2% of their software · price −$5.0M$30.0M+$30.0M
- DocuSignDOCU416,176 shares · 0.2% of their software · price −$1.5M$28.5M+$14.7M
- Zeta GlobalZETA1,356,311 shares · 0.2% of their software · price +$651K$27.6M+$26.9M
- DynatraceDT623,400 shares · 0.2% of their software · price −$3.2M$27.0M+$9.5M
- GoDaddyGDDY216,370 shares · 0.2% of their software · price −$2.8M$26.9M+$16.0M
- F5, Inc.FFIV102,626 shares · 0.2% of their software · price −$7.0M$26.2MNew · +$33.2M
- SS&CSSNC280,120 shares · 0.2% of their software$24.5MNew · +$24.9M
- TwilioTWLO166,554 shares · 0.2% of their software · price +$7.0M$23.7M+$9.0M
- Fair IsaacFICO13,817 shares · 0.2% of their software · price +$2.7M$23.4M+$871K
- Gen DigitalGEN852,100 shares · 0.2% of their software · price −$1.0M$23.2MNew · +$24.2M
- KlaviyoKVYO613,034 shares · 0.2% of their software · price +$2.9M$19.9M+$16.9M
- PaylocityPCTY105,915 shares · 0.1% of their software · price −$717K$16.2M+$16.8M
- Strategy IncMSTR103,076 shares · 0.1% of their software · price −$17.5M$15.7MNew · +$33.2M
- DoximityDOCS335,880 shares · 0.1% of their software · price −$9.7M$14.9M+$24.5M
- ProcorePCOR201,049 shares · 0.1% of their software$14.6MNew · +$14.7M
- OktaOKTA162,087 shares · 0.1% of their software · price −$848K$14.0M+$3.1M
- InterDigital, Inc.IDCC42,921 shares · 0.1% of their software · price −$1.2M$13.7M+$8.2M
- PAR Technology CorporationPAR360,381 shares · 0.1% of their software · price −$1.2M$13.1M+$14.2M
- WixWIX123,408 shares · 0.1% of their software · price −$9.1M$12.8M+$5.9M
- WorkivaWK132,127 shares · 0.1% of their software$11.4M+$11.3M
- CommvaultCVLT78,104 shares · 0.1% of their software · price −$5.0M$9.8M+$14.7M
- AkamaiAKAM98,290 shares · 0.1% of their software · price +$1.1M$8.6MFlat
- OpenTextOTEX182,214 shares · 0.1% of their software · price −$875K$8.1MNew · +$6.8M
- UiPathPATH487,214 shares · 0.1% of their software · price +$1.5M$8.0M+$6.5M
- Grindr Inc.GRND565,447 shares · 0.1% of their software · price −$837K$7.7M+$8.5M
- TeradataTDC243,086 shares · 0.1% of their software · price +$2.2M$7.4M+$5.2M
- ACI WorldwideACIW148,800 shares · 0.1% of their software · price −$738K$7.1M+$7.8M
- DropboxDBX248,500 shares · 0.1% of their software · price −$599K$6.9M+$7.4M
- QualysQLYS50,155 shares · 0.1% of their software$6.7M+$6.6M
- MorningstarMORN26,844 shares · 0.0% of their software$5.8M+$2.3M
- ZoomInfoZI465,782 shares · 0.0% of their software$4.7MNew
- BlackbaudBLKB62,208 shares · 0.0% of their software$3.9M+$4.0M
- NetScout Systems, Inc.NTCT141,790 shares · 0.0% of their software$3.8M+$3.6M
- AtlassianTEAM22,905 shares · 0.0% of their software$3.7MNew · +$3.7M
- WaystarWAY109,969 shares · 0.0% of their software · price −$569K$3.6M+$4.1M
- RingCentralRNG123,322 shares · 0.0% of their software$3.6M+$3.5M
- Adeia Inc.ADEA195,335 shares · 0.0% of their software$3.4M+$3.3M
- AlkamiALKT134,405 shares · 0.0% of their software$3.1M+$3.3M
- SamsaraIOT78,065 shares · 0.0% of their software$2.8MFlat
- Diebold Nixdorf, IncorporatedDBD40,579 shares · 0.0% of their software$2.8M+$2.3M
- EVERTEC, Inc.EVTC93,453 shares · 0.0% of their software$2.7M+$3.1M
- Corpay, Inc.CPAY8,539 shares · 0.0% of their software$2.6M+$940K
- GuidewireGWRE12,363 shares · 0.0% of their software$2.5M+$2.6M
- DLocal LimitedDLO174,661 shares · 0.0% of their software$2.5MNew · +$2.5M
- Dave Inc.DAVE8,592 shares · 0.0% of their software$1.9M+$1.7M
- FactSetFDS6,251 shares · 0.0% of their software$1.8M−$7.1M
- Upbound Group, Inc.UPBD102,256 shares · 0.0% of their software · price −$621K$1.8M+$2.4M
- ProgressPRGS38,114 shares · 0.0% of their software$1.6M+$1.6M
- BILLBILL26,383 shares · 0.0% of their software$1.4M+$1.3M
- Kingsoft Cloud Holdings LimitedKC129,095 shares · 0.0% of their software · price −$591K$1.3MNew · +$1.9M
- Mitek Systems, Inc.MITK120,509 shares · 0.0% of their software$1.3MNew · +$1.2M
- Consensus Cloud Solutions, Inc.CCSI56,001 shares · 0.0% of their software$1.2MNew · +$1.6M
- SprinklrCXM152,314 shares · 0.0% of their software$1.2M+$1.2M
- Shift4 Payments, Inc.FOUR18,786 shares · 0.0% of their software$1.2M+$1.4M
- OneSpan Inc.OSPN86,538 shares · 0.0% of their software$1.1M+$1.4M
- Rimini Street, Inc.RMNI265,962 shares · 0.0% of their software$1.0MNew · +$1.2M
- StoneCo Ltd.STNE65,472 shares · 0.0% of their software$969KNew · +$1.2M
- BlackLineBL17,229 shares · 0.0% of their software$952KNew · +$915K
- DescartesDSGX6,000 shares · 0.0% of their software$725KNew · +$565K
- WEX Inc.WEX4,331 shares · 0.0% of their software$646KNew · +$682K
- Chime Financial, Inc.CHYM16,492 shares · 0.0% of their software$415KNew · Flat
- CoreWeave, Inc.CRWV5,156 shares · 0.0% of their software$388KNew · +$706K
- Grab Holdings LimitedGRAB44,360 shares · 0.0% of their software$227KNew · Flat
- A10 Networks, Inc.ATEN11,578 shares · 0.0% of their software$204KFlat
- UnityU4,425 shares · 0.0% of their software$195KFlat
- PagerDutyPD13,429 shares · 0.0% of their software$176KNew · Flat
- AppianAPPN4,932 shares · 0.0% of their software$175KFlat
- Rubrik, Inc.RBRK1,946 shares · 0.0% of their software$149KFlat
- Amdocs LimitedDOX1,742 shares · 0.0% of their software$140KFlat
- Ribbon Communications Inc.RBBN40,666 shares · 0.0% of their software$117KFlat
- DuolingoDUOL659 shares · 0.0% of their software$116KNew · Flat
- Lyft, Inc.LYFT5,329 shares · 0.0% of their software$103KFlat
- monday.comMNDY697 shares · 0.0% of their software$102KNew · Flat
- Definitive HealthcareDH34,934 shares · 0.0% of their software$100KNew · Flat
- ElasticESTC1,330 shares · 0.0% of their software$100KFlat
- Clearwater AnalyticsCWAN3,990 shares · 0.0% of their software$96K—
- PegasystemsPEGA1,388 shares · 0.0% of their software$83KFlat
- GitLabGTLB1,932 shares · 0.0% of their software$73KFlat
- BoxBOX2,420 shares · 0.0% of their software$72KNew · Flat
- AppFolioAPPF307 shares · 0.0% of their software$71KFlat
- Life360, Inc.LIF1,054 shares · 0.0% of their software$68KFlat
- Q2QTWO923 shares · 0.0% of their software$67KNew · Flat
- CCC Intelligent Solutions Holdings Inc.CCC8,289 shares · 0.0% of their software$66KFlat
- SentinelOneS3,888 shares · 0.0% of their software$58KFlat
- SoundHound AI, Inc.SOUN5,121 shares · 0.0% of their software$51KFlat
- Calix, Inc.CALX944 shares · 0.0% of their software$50KFlat
- Core Scientific, Inc.CORZ3,351 shares · 0.0% of their software$49KFlat
- Agilysys, Inc.AGYS388 shares · 0.0% of their software$46K−$19.4M
- DigitalOceanDOCN941 shares · 0.0% of their software$45KFlat
- TenableTENB1,861 shares · 0.0% of their software$44KFlat
- BrazeBRZE1,071 shares · 0.0% of their software$37KFlat
- NCR Atleos CorporationNATL975 shares · 0.0% of their software$37KFlat
- ePlus inc.PLUS426 shares · 0.0% of their software$37KFlat
- Clear Secure, Inc.YOU1,067 shares · 0.0% of their software$37KFlat
- DoubleVerifyDV2,664 shares · 0.0% of their software$30KFlat
- Alarm.com Holdings, Inc.ALRM567 shares · 0.0% of their software$29KFlat
- Remitly Global, Inc.RELY2,052 shares · 0.0% of their software$28KFlat
- Xunlei LimitedXNET3,624 shares · 0.0% of their software$26KNew · Flat
- AvePointAVPT1,799 shares · 0.0% of their software$25KFlat
- FreshworksFRSH2,017 shares · 0.0% of their software$25KFlat
- LiveRamp Holdings, Inc.RAMP863 shares · 0.0% of their software$25KFlat
- Donnelley Financial Solutions, Inc.DFIN472 shares · 0.0% of their software$22KFlat
- Euronet Worldwide, Inc.EEFT286 shares · 0.0% of their software$22KFlat
- FlywireFLYW1,535 shares · 0.0% of their software$22KFlat
- NextNav Inc.NN1,352 shares · 0.0% of their software$22KFlat
- C3.aiAI1,592 shares · 0.0% of their software$21KFlat
- Five9FIVN1,005 shares · 0.0% of their software$20KFlat
- FastlyFSLY1,844 shares · 0.0% of their software$19KFlat
- VertexVERX969 shares · 0.0% of their software$19KFlat
- AsanaASAN1,304 shares · 0.0% of their software$18KFlat
- CourseraCOUR2,398 shares · 0.0% of their software$18KFlat
- PDF Solutions, Inc.PDFS627 shares · 0.0% of their software$18KFlat
- PaymentusPAY417 shares · 0.0% of their software$13KFlat
- SchrödingerSDGR754 shares · 0.0% of their software$13KFlat
- Alight, Inc.ALIT6,088 shares · 0.0% of their software$12KFlat
- AmplitudeAMPL1,044 shares · 0.0% of their software$12KFlat
- N-ableNABL1,667 shares · 0.0% of their software$12KFlat
- SemrushSEMR1,042 shares · 0.0% of their software$12K—
- YextYEXT1,508 shares · 0.0% of their software$12KFlat
- PowerFleet, Inc.AIOT1,715 shares · 0.0% of their software$9KFlat
- Blend Labs, Inc.BLND2,838 shares · 0.0% of their software$9KFlat
- Rapid7RPD571 shares · 0.0% of their software$9KFlat
- Sabre CorporationSABR6,265 shares · 0.0% of their software$9KFlat
- Sprout SocialSPT718 shares · 0.0% of their software$8KNew · Flat
- i3 Verticals, Inc.IIIV269 shares · 0.0% of their software$7KNew · Flat
- Ibotta, Inc.IBTA247 shares · 0.0% of their software$6KFlat