Generalist · St Louis, MO
Focus Partners Wealth
- Software
- $3.3B
- Weight of 13F
- 3.0%
- Names
- 85
- Vs prior quarter
- −$118M
Filed 12 August 2026.
2,759 positions in the whole 13F.
Software held
- MicrosoftMSFT5,084,517 shares · 57.9% of their software$1.9B−$75.1M
- Palo Alto NetworksPANW650,687 shares · 6.8% of their software$222M+$121M
- SalesforceCRM997,437 shares · 4.8% of their software$156M−$20.5M
- VeriskVRSK739,093 shares · 4.0% of their software$133M−$142M
- OracleORCL711,051 shares · 3.2% of their software$104M−$2.6M
- ServiceNowNOW984,634 shares · 3.0% of their software$97.8M−$6.3M
- PalantirPLTR722,270 shares · 2.6% of their software$84.3M−$15.1M
- Fair IsaacFICO58,900 shares · 2.1% of their software$70.4M+$14.6M
- CrowdStrikeCRWD70,953 shares · 1.7% of their software$54.1M+$30.6M
- OktaOKTA228,582 shares · 1.0% of their software$31.2M+$14.7M
- IntuitINTU118,380 shares · 0.9% of their software$30.9M−$26.1M
- AdobeADBE149,964 shares · 0.9% of their software$30.8M−$11.9M