Generalist · St Louis, MO
Focus Partners Wealth
Q3 2025 · compared with Q2 2025
- Software
- $3.0B
- Weight of 13F
- 4.9%
- Names
- 112
- Net bought
- +$147M
Filed 14 November 2025 · SEC filing.
2,169 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
- MicrosoftMSFT2,801,975 shares · 47.8% of their software · price +$57.6M$1.5B+$35.1M
- ServiceNowNOW146,728 shares · 4.4% of their software · price −$15.8M$135M+$8.1M
- Palo Alto NetworksPANW536,325 shares · 3.6% of their software · price −$547K$109M+$7.5M
- PalantirPLTR595,641 shares · 3.6% of their software · price +$27.5M$109M+$31.3M
- OracleORCL385,479 shares · 3.5% of their software · price +$24.1M$108M+$11.2M
- Uber Technologies, Inc.UBER1,054,830 shares · 3.4% of their software · price +$4.9M$103M+$12.8M
- IntuitINTU148,573 shares · 3.3% of their software · price −$15.6M$101M+$8.9M
- CoStarCSGP997,953 shares · 2.8% of their software · price +$4.0M$84.2MFlat
- Fair IsaacFICO44,684 shares · 2.2% of their software · price −$14.8M$66.7M+$2.4M
- Roper Technologies, Inc.ROP121,256 shares · 2.0% of their software · price −$8.3M$60.5M+$700K
- SalesforceCRM251,289 shares · 2.0% of their software · price −$9.0M$59.6MFlat
- CrowdStrikeCRWD102,847 shares · 1.7% of their software · price −$1.9M$50.3M+$30.8M
- BroadridgeBR150,854 shares · 1.2% of their software · price −$733K$36.0M−$766K
- Automatic Data Processing, Inc.ADP118,772 shares · 1.1% of their software · price −$1.8M$34.7M−$896K
- AppLovinAPP47,702 shares · 1.1% of their software · price +$17.6M$34.2M+$8.4M
- MorningstarMORN128,855 shares · 1.0% of their software · price −$10.6M$29.9M+$39.1M
- ShopifySHOP175,763 shares · 0.9% of their software · price +$5.8M$26.1M+$2.9M
- WorkdayWDAY100,652 shares · 0.8% of their software$24.2M−$21.0M
- DatadogDDOG164,656 shares · 0.8% of their software · price +$1.3M$23.4M−$11.1M
- Fiserv, Inc.FISV177,811 shares · 0.8% of their software · price −$7.7M$23.0M−$3.0M
- TrimbleTRMB263,047 shares · 0.7% of their software · price +$1.5M$21.5MFlat
- CCC Intelligent Solutions Holdings Inc.CCC2,300,849 shares · 0.7% of their software · price −$690K$21.0M−$20.6M
- ZscalerZS69,184 shares · 0.7% of their software · price −$988K$20.7M+$5.3M
- SynopsysSNPS38,777 shares · 0.6% of their software · price −$748K$19.1MFlat
- SnowflakeSNOW75,873 shares · 0.6% of their software$17.1MFlat
- AdobeADBE48,647 shares · 0.6% of their software · price −$1.7M$17.1M+$757K
- CadenceCDNS40,593 shares · 0.5% of their software · price +$1.7M$14.2M+$5.9M
- NutanixNTNX187,029 shares · 0.5% of their software$13.9M+$871K
- F5, Inc.FFIV42,629 shares · 0.5% of their software · price +$1.2M$13.7M+$9.3M
- Paychex, Inc.PAYX100,793 shares · 0.4% of their software · price −$1.9M$12.8MFlat
- GitLabGTLB252,622 shares · 0.4% of their software$11.4MFlat
- OktaOKTA122,131 shares · 0.4% of their software · price −$1.0M$11.2MFlat
- CoreWeave, Inc.CRWV71,297 shares · 0.3% of their software · price −$1.9M$9.8M+$9.5M
- GuidewireGWRE41,254 shares · 0.3% of their software$9.3M+$8.7M
- VeevaVEEV31,096 shares · 0.3% of their software$9.3M+$1.1M
- VeriskVRSK36,137 shares · 0.3% of their software · price −$2.2M$9.1M+$1.1M
- TwilioTWLO89,261 shares · 0.3% of their software · price −$2.2M$8.9M+$549K
- SAPSAP32,611 shares · 0.3% of their software · price −$1.2M$8.7M+$1.8M
- ProcorePCOR92,990 shares · 0.2% of their software$6.8M−$12.3M
- ZoomZM81,435 shares · 0.2% of their software$6.7M+$1.5M
- Lyft, Inc.LYFT299,070 shares · 0.2% of their software · price +$1.9M$6.6M+$634K
- Check PointCHKP31,639 shares · 0.2% of their software$6.5MFlat
- VaronisVRNS111,210 shares · 0.2% of their software · price +$747K$6.4MFlat
- HubSpotHUBS13,206 shares · 0.2% of their software · price −$1.2M$6.2M+$792K
- WixWIX33,278 shares · 0.2% of their software · price +$638K$5.9MNew · +$5.3M
- InterDigital, Inc.IDCC12,694 shares · 0.1% of their software · price +$1.5M$4.4MFlat
- AutodeskADSK13,299 shares · 0.1% of their software$4.2M−$4.1M
- Strategy IncMSTR12,756 shares · 0.1% of their software · price −$1.0M$4.1M+$3.1M
- BoxBOX124,383 shares · 0.1% of their software$4.0MFlat
- MongoDBMDB12,292 shares · 0.1% of their software · price +$1.2M$3.8MFlat
- ToastTOST102,349 shares · 0.1% of their software · price −$796K$3.7MFlat
- KlaviyoKVYO134,168 shares · 0.1% of their software · price −$790K$3.7M−$26.7M
- DescartesDSGX35,115 shares · 0.1% of their software$3.3MFlat
- CloudflareNET14,969 shares · 0.1% of their software$3.0MFlat
- AtlassianTEAM13,729 shares · 0.1% of their software · price −$596K$2.4M+$1.6M
- Clearwater AnalyticsCWAN17,436 shares · 0.1% of their software$2.3MNew
- DynatraceDT44,860 shares · 0.1% of their software$2.1M−$6.7M
- WaystarWAY49,022 shares · 0.1% of their software$1.9MNew · +$2.0M
- Manhattan AssociatesMANH8,863 shares · 0.1% of their software$1.8M+$630K
- NCR Atleos CorporationNATL41,704 shares · 0.1% of their software$1.6MFlat
- ElasticESTC18,285 shares · 0.1% of their software$1.5M+$998K
- DuolingoDUOL4,550 shares · 0.0% of their software$1.5M+$824K
- SamsaraIOT37,264 shares · 0.0% of their software$1.4MFlat
- Rubrik, Inc.RBRK15,759 shares · 0.0% of their software$1.3MFlat
- PaylocityPCTY8,131 shares · 0.0% of their software$1.3M+$898K
- AkamaiAKAM16,987 shares · 0.0% of their software$1.3MFlat
- DocuSignDOCU15,334 shares · 0.0% of their software$1.1MFlat
- NetApp, Inc.NTAP8,611 shares · 0.0% of their software$1.0MFlat
- PegasystemsPEGA15,838 shares · 0.0% of their software$911KFlat
- ServiceTitanTTAN8,892 shares · 0.0% of their software$897KNew · +$953K
- Block, Inc.XYZ11,346 shares · 0.0% of their software$819KFlat
- The Trade DeskTTD16,534 shares · 0.0% of their software$810K−$5.8M
- SoundHound AI, Inc.SOUN50,326 shares · 0.0% of their software$809KFlat
- Gen DigitalGEN27,999 shares · 0.0% of their software$799KFlat
- ACI WorldwideACIW8,230 shares · 0.0% of their software$688KNew · Flat
- FlywireFLYW47,641 shares · 0.0% of their software$675KNew · +$557K
- CommvaultCVLT2,780 shares · 0.0% of their software$630KNew · Flat
- DoximityDOCS8,090 shares · 0.0% of their software$590KFlat
- AvePointAVPT26,870 shares · 0.0% of their software$570KFlat
- C3.aiAI32,516 shares · 0.0% of their software$564K−$694K
- CS Disco, Inc.LAW2,533 shares · 0.0% of their software · Implied price is far from the quarter-end close$545KNew
- ZoomInfoZI42,541 shares · 0.0% of their software$464K—
- Remitly Global, Inc.RELY28,066 shares · 0.0% of their software$457KFlat
- UnityU11,344 shares · 0.0% of their software$454KFlat
- SS&CSSNC4,943 shares · 0.0% of their software$439KFlat
- FactSetFDS1,589 shares · 0.0% of their software$438KFlat
- Clear Secure, Inc.YOU8,433 shares · 0.0% of their software$428KNew · Flat
- DropboxDBX13,847 shares · 0.0% of their software$409KFlat
- WEX Inc.WEX2,251 shares · 0.0% of their software$354KFlat
- ePlus inc.PLUS2,170 shares · 0.0% of their software$340KNew · Flat
- UiPathPATH23,845 shares · 0.0% of their software$319KFlat
- SentinelOneS17,428 shares · 0.0% of their software$307KFlat
- Digital TurbineAPPS253 shares · 0.0% of their software · Implied price is far from the quarter-end close$303KNew
- Commerce.com, Inc.CMRC51,971 shares · 0.0% of their software$283KNew · Flat
- Corpay, Inc.CPAY1,404 shares · 0.0% of their software$277KFlat
- DigitalOceanDOCN8,050 shares · 0.0% of their software$274KNew · Flat
- Tyler TechnologiesTYL521 shares · 0.0% of their software$273K−$558K
- CertaraCERT893 shares · 0.0% of their software · Implied price is far from the quarter-end close$273KNew
- Agilysys, Inc.AGYS959 shares · 0.0% of their software$233KNew · Flat
- QualysQLYS1,620 shares · 0.0% of their software$214KNew · Flat
- PTCPTC1,026 shares · 0.0% of their software$208KFlat
- DoubleVerifyDV17,122 shares · 0.0% of their software$206KFlat
- FreshworksFRSH14,084 shares · 0.0% of their software$176KNew · Flat
- Grab Holdings LimitedGRAB28,567 shares · 0.0% of their software$173KFlat
- Ribbon Communications Inc.RBBN35,090 shares · 0.0% of their software$133KFlat
- BTQ Technologies Corp.BTQ15,100 shares · 0.0% of their software$104KNew · Flat
- Repay Holdings CorporationRPAY14,859 shares · 0.0% of their software$78KNew · Flat
- 8x8EGHT30,978 shares · 0.0% of their software$67K—
- Blend Labs, Inc.BLND16,405 shares · 0.0% of their software$63KFlat
- Health CatalystHCAT12,522 shares · 0.0% of their software$36KFlat
- Perfect Corp.PERF11,375 shares · 0.0% of their software$21KFlat
- Nerdy Inc.NRDY16,173 shares · 0.0% of their software$20KFlat