Generalist · St Louis, MO
Focus Partners Wealth
Q1 2025 · compared with Q4 2024
- Software
- $2.2B
- Weight of 13F
- 5.6%
- Names
- 94
- Net bought
- +$161M
Filed 15 May 2025 · SEC filing.
1,866 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 2026133 names$3.5B−$232M
- Q1 2026131 names$3.6B+$575M
- Q4 2025123 names$4.1B+$2.0B
- Q3 2025112 names$3.0B+$147M
- Q2 2025105 names$2.8B+$116M
- Q1 202594 names$2.2B+$161M
- Q4 202486 names · $29K in calls, not in the total$2.3B+$595M
- Q3 202477 names$1.7B−$1.1B
- Q2 202457 names$2.8B+$1.9B
- Q1 202452 names$847M+$315M
- Q4 202334 names$457M—
What moved the book
The five software lines with the largest share change this quarter.
Software held
- MicrosoftMSFT2,682,264 shares · 45.8% of their software · price −$124M$1.0B+$91.9M
- ServiceNowNOW128,973 shares · 4.7% of their software · price −$34.0M$103M+$4.1M
- IntuitINTU136,907 shares · 3.8% of their software · price −$2.0M$84.1M−$5.8M
- Palo Alto NetworksPANW484,110 shares · 3.8% of their software · price −$5.5M$82.6M+$11.3M
- Fair IsaacFICO43,149 shares · 3.6% of their software · price −$6.3M$79.6M+$2.1M
- CoStarCSGP983,793 shares · 3.5% of their software · price +$7.5M$77.9M+$26.5M
- Roper Technologies, Inc.ROP124,645 shares · 3.3% of their software · price +$8.7M$73.5MFlat
- SalesforceCRM231,301 shares · 2.8% of their software · price −$15.3M$62.1M+$3.6M
- Uber Technologies, Inc.UBER651,331 shares · 2.2% of their software · price +$8.2M$47.5M+$20.9M
- OracleORCL321,833 shares · 2.0% of their software · price −$8.6M$45.0M+$789K
- WorkdayWDAY186,096 shares · 2.0% of their software · price −$4.6M$43.5M+$3.0M
- Fiserv, Inc.FISV180,886 shares · 1.8% of their software · price +$2.8M$39.9M+$28.7M
- Automatic Data Processing, Inc.ADP123,682 shares · 1.7% of their software · price +$1.6M$37.8M+$1.3M
- BroadridgeBR153,027 shares · 1.7% of their software · price +$2.5M$37.2M−$847K
- PalantirPLTR430,420 shares · 1.7% of their software · price +$3.8M$36.3M+$2.5M
- KlaviyoKVYO917,613 shares · 1.3% of their software · price −$10.1M$27.8M−$1.0M
- ShopifySHOP288,722 shares · 1.3% of their software · price −$3.1M$27.6M+$2.1M
- VeevaVEEV98,113 shares · 1.0% of their software · price +$2.1M$22.7MFlat
- TrimbleTRMB268,543 shares · 0.8% of their software · price −$1.3M$17.6MFlat
- AdobeADBE44,978 shares · 0.8% of their software · price −$2.8M$17.3M−$15.0M
- SynopsysSNPS37,922 shares · 0.7% of their software · price −$2.1M$16.3MFlat
- Paychex, Inc.PAYX95,757 shares · 0.7% of their software · price +$1.3M$14.8MFlat
- SnowflakeSNOW99,545 shares · 0.7% of their software · price −$821K$14.5MFlat
- CrowdStrikeCRWD36,244 shares · 0.6% of their software$12.7M+$7.3M
- ZscalerZS62,083 shares · 0.6% of their software · price +$1.1M$12.3MFlat
- OktaOKTA114,480 shares · 0.5% of their software · price +$3.0M$12.0MFlat
- NutanixNTNX171,908 shares · 0.5% of their software · price +$1.5M$12.0M−$979K
- GitLabGTLB252,586 shares · 0.5% of their software · price −$2.4M$11.9M+$4.2M
- VeriskVRSK32,276 shares · 0.4% of their software · price +$716K$9.6MFlat
- The Trade DeskTTD153,051 shares · 0.4% of their software · price −$9.6M$8.4M+$12.6M
- Check PointCHKP31,440 shares · 0.3% of their software · price +$1.3M$7.2MFlat
- SAPSAP26,576 shares · 0.3% of their software · price +$591K$7.1MFlat
- ZoomZM95,452 shares · 0.3% of their software · price −$748K$7.0M−$854K
- HubSpotHUBS12,119 shares · 0.3% of their software · price −$1.5M$6.9M−$730K
- TwilioTWLO65,035 shares · 0.3% of their software · price −$661K$6.4MFlat
- AutodeskADSK24,208 shares · 0.3% of their software · price −$818K$6.3M−$19.3M
- FortinetFTNT63,612 shares · 0.3% of their software$6.1M+$2.1M
- AppLovinAPP22,948 shares · 0.3% of their software · price −$1.4M$6.0M−$10.2M
- CadenceCDNS19,979 shares · 0.2% of their software · price −$922K$5.1M−$5.7M
- VaronisVRNS98,217 shares · 0.2% of their software$4.0MNew · +$4.4M
- BoxBOX124,809 shares · 0.2% of their software$3.9MFlat
- ToastTOST99,665 shares · 0.2% of their software$3.3M−$9.8M
- DescartesDSGX32,687 shares · 0.1% of their software$3.3MFlat
- InterDigital, Inc.IDCC11,740 shares · 0.1% of their software$2.4MNew · +$2.3M
- VeriSign, Inc.VRSN8,355 shares · 0.1% of their software$2.1M+$648K
- CloudflareNET15,321 shares · 0.1% of their software$1.7MFlat
- Remitly Global, Inc.RELY70,106 shares · 0.1% of their software$1.5MNew · +$1.6M
- Strategy IncMSTR4,400 shares · 0.1% of their software$1.3MFlat
- C3.aiAI59,004 shares · 0.1% of their software · price −$789K$1.2MFlat
- MorningstarMORN3,838 shares · 0.1% of their software$1.2MFlat
- NCR Atleos CorporationNATL41,554 shares · 0.0% of their software$1.1M+$667K
- FactSetFDS2,369 shares · 0.0% of their software$1.1MFlat
- AkamaiAKAM13,181 shares · 0.0% of their software$1.1MFlat
- Block, Inc.XYZ16,803 shares · 0.0% of their software · price −$515K$908KFlat
- DocuSignDOCU11,001 shares · 0.0% of their software$895KFlat
- AtlassianTEAM4,122 shares · 0.0% of their software$875KFlat
- PaycomPAYC3,940 shares · 0.0% of their software$861K+$556K
- Tyler TechnologiesTYL1,430 shares · 0.0% of their software$831KFlat
- DatadogDDOG8,245 shares · 0.0% of their software$818KFlat
- SS&CSSNC9,362 shares · 0.0% of their software$782KFlat
- GuidewireGWRE3,974 shares · 0.0% of their software$745KFlat
- AvePointAVPT51,034 shares · 0.0% of their software$737KNew · +$843K
- SoundHound AI, Inc.SOUN85,670 shares · 0.0% of their software · price −$1.0M$696K+$637K
- DuolingoDUOL2,021 shares · 0.0% of their software$628KFlat
- Lyft, Inc.LYFT51,102 shares · 0.0% of their software$607KFlat
- Gen DigitalGEN22,347 shares · 0.0% of their software$593KFlat
- WEX Inc.WEX3,735 shares · 0.0% of their software$586KFlat
- SamsaraIOT14,319 shares · 0.0% of their software$549KFlat
- ElasticESTC5,549 shares · 0.0% of their software$494KNew · +$550K
- UiPathPATH43,773 shares · 0.0% of their software$451KFlat
- Manhattan AssociatesMANH2,400 shares · 0.0% of their software$415KFlat
- Corpay, Inc.CPAY1,165 shares · 0.0% of their software$406KFlat
- AppFolioAPPF1,785 shares · 0.0% of their software$393KFlat
- Rapid7RPD14,737 shares · 0.0% of their software$391KFlat
- PegasystemsPEGA5,476 shares · 0.0% of their software$381KFlat
- DynatraceDT7,637 shares · 0.0% of their software$360KFlat
- SentinelOneS19,019 shares · 0.0% of their software$346KNew · Flat
- MongoDBMDB1,745 shares · 0.0% of their software$288K−$6.8M
- CoreWeave, Inc.CRWV7,778 shares · 0.0% of their software$288KNew · Flat
- DoximityDOCS4,883 shares · 0.0% of their software$283KNew · Flat
- UnityU13,267 shares · 0.0% of their software$260KNew · Flat
- F5, Inc.FFIV966 shares · 0.0% of their software$257KNew · Flat
- PaylocityPCTY1,365 shares · 0.0% of their software$256KFlat
- Euronet Worldwide, Inc.EEFT1,890 shares · 0.0% of their software$202KNew · Flat
- ZoomInfoZI20,311 shares · 0.0% of their software$200KNew
- FreshworksFRSH12,399 shares · 0.0% of their software$175KFlat
- Adeia Inc.ADEA12,666 shares · 0.0% of their software$167KNew · Flat
- Ribbon Communications Inc.RBBN35,580 shares · 0.0% of their software$139KFlat
- Palladyne AI Corp.PDYN23,426 shares · 0.0% of their software$138KNew · Flat
- 8x8EGHT67,957 shares · 0.0% of their software$136KFlat
- Grab Holdings LimitedGRAB13,983 shares · 0.0% of their software$63KNew · Flat
- Health CatalystHCAT10,198 shares · 0.0% of their software$46KNew · Flat
- Perfect Corp.PERF11,375 shares · 0.0% of their software$21KFlat
- Nerdy Inc.NRDY14,967 shares · 0.0% of their software$21KFlat