Generalist · St Louis, MO
Focus Partners Wealth
Q4 2025 · compared with Q3 2025
- Software
- $4.1B
- Weight of 13F
- 4.8%
- Names
- 123
- Net bought
- +$2.0B
Filed 13 February 2026 · SEC filing.
2,587 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
- MicrosoftMSFT4,434,417 shares · 51.8% of their software · price −$152M$2.1B+$846M
- SalesforceCRM895,329 shares · 5.7% of their software · price +$25.0M$237M+$153M
- PalantirPLTR824,374 shares · 3.5% of their software · price −$3.8M$146M+$41.7M
- OracleORCL686,502 shares · 3.2% of their software · price −$59.3M$134M+$84.7M
- ServiceNowNOW776,886 shares · 2.9% of their software · price −$596M$120M+$580M
- Uber Technologies, Inc.UBER1,405,186 shares · 2.9% of their software · price −$22.8M$118M+$34.3M
- IntuitINTU164,720 shares · 2.6% of their software · price −$3.4M$109M+$11.0M
- Palo Alto NetworksPANW565,485 shares · 2.5% of their software · price −$11.0M$104M+$5.9M
- Fair IsaacFICO45,649 shares · 1.9% of their software · price +$8.9M$77.2M+$1.4M
- Roper Technologies, Inc.ROP134,393 shares · 1.4% of their software · price −$7.2M$59.8M+$6.6M
- AdobeADBE165,603 shares · 1.4% of their software$58.0M+$41.3M
- CoStarCSGP841,115 shares · 1.4% of their software · price −$14.4M$56.6M−$13.2M
- CrowdStrikeCRWD111,688 shares · 1.3% of their software · price −$2.4M$52.4M+$4.3M
- BroadridgeBR225,963 shares · 1.2% of their software · price −$3.4M$50.6M+$17.9M
- AppLovinAPP67,860 shares · 1.1% of their software · price −$3.0M$45.7M+$14.5M
- Automatic Data Processing, Inc.ADP165,991 shares · 1.0% of their software · price −$6.0M$42.8M+$13.9M
- CCC Intelligent Solutions Holdings Inc.CCC4,337,131 shares · 0.8% of their software · price −$5.0M$34.5M+$18.6M
- DatadogDDOG253,386 shares · 0.8% of their software · price −$1.6M$34.5M+$12.6M
- SnowflakeSNOW153,708 shares · 0.8% of their software · price −$951K$33.7M+$17.6M
- ShopifySHOP204,710 shares · 0.8% of their software · price +$2.5M$32.8M+$4.3M
- MorningstarMORN136,904 shares · 0.7% of their software · price −$2.0M$29.8M+$1.9M
- SynopsysSNPS55,898 shares · 0.6% of their software · price −$1.3M$26.3M+$8.4M
- Paychex, Inc.PAYX211,540 shares · 0.6% of their software · price −$3.1M$23.7M+$14.0M
- TrimbleTRMB275,061 shares · 0.5% of their software · price −$908K$21.6M+$981K
- WorkdayWDAY95,423 shares · 0.5% of their software · price −$2.5M$20.5M−$1.3M
- ProcorePCOR268,100 shares · 0.5% of their software$19.5M+$12.8M
- ZscalerZS71,436 shares · 0.5% of their software · price −$5.3M$19.4M+$675K
- AutodeskADSK49,829 shares · 0.4% of their software · price −$1.1M$14.7M+$11.6M
- TwilioTWLO93,665 shares · 0.3% of their software · price +$3.9M$13.3MFlat
- NutanixNTNX184,075 shares · 0.3% of their software · price −$4.2M$13.0MFlat
- ZoomZM146,799 shares · 0.3% of their software · price +$556K$12.7M+$5.4M
- GitLabGTLB282,459 shares · 0.3% of their software · price −$2.1M$12.5M+$1.3M
- Gen DigitalGEN442,232 shares · 0.3% of their software · price −$531K$12.0M+$11.8M
- OktaOKTA126,331 shares · 0.3% of their software · price −$661K$11.4MFlat
- CadenceCDNS34,486 shares · 0.3% of their software · price −$1.3M$10.8M−$2.1M
- NetApp, Inc.NTAP100,244 shares · 0.3% of their software · price −$1.1M$10.7M+$10.9M
- SAPSAP43,119 shares · 0.3% of their software · price −$1.0M$10.5M+$2.8M
- DynatraceDT210,489 shares · 0.2% of their software · price −$1.1M$9.1M+$8.0M
- VeriskVRSK38,276 shares · 0.2% of their software · price −$1.1M$8.7M+$538K
- Fiserv, Inc.FISV123,705 shares · 0.2% of their software · price −$7.6M$8.5M−$7.0M
- CoreWeave, Inc.CRWV96,414 shares · 0.2% of their software · price −$6.3M$6.9M+$3.4M
- MongoDBMDB16,102 shares · 0.2% of their software · price +$1.8M$6.7M+$1.2M
- AtlassianTEAM41,019 shares · 0.2% of their software$6.6M+$4.4M
- HubSpotHUBS15,781 shares · 0.2% of their software · price −$1.0M$6.4M+$1.2M
- VeevaVEEV28,229 shares · 0.2% of their software · price −$2.1M$6.3M−$854K
- Check PointCHKP33,119 shares · 0.1% of their software · price −$707K$6.1MFlat
- GoDaddyGDDY39,754 shares · 0.1% of their software · price −$507K$4.9MNew · +$5.4M
- ElasticESTC60,867 shares · 0.1% of their software · price −$551K$4.6M+$3.6M
- InterDigital, Inc.IDCC13,326 shares · 0.1% of their software$4.6MFlat
- KlaviyoKVYO134,552 shares · 0.1% of their software · price +$643K$4.4MFlat
- Chime Financial, Inc.CHYM168,936 shares · 0.1% of their software · price +$845K$4.3MNew · +$3.4M
- SamsaraIOT119,556 shares · 0.1% of their software$4.2M+$3.1M
- BoxBOX122,442 shares · 0.1% of their software$3.7MFlat
- ToastTOST101,930 shares · 0.1% of their software$3.6MFlat
- VaronisVRNS106,160 shares · 0.1% of their software · price −$2.6M$3.5MFlat
- Strategy IncMSTR22,879 shares · 0.1% of their software · price −$3.9M$3.5M+$3.3M
- Lyft, Inc.LYFT166,454 shares · 0.1% of their software$3.3M−$2.9M
- VeriSign, Inc.VRSN13,049 shares · 0.1% of their software$3.2MNew · +$3.6M
- PaylocityPCTY20,702 shares · 0.1% of their software$3.2M+$2.0M
- DescartesDSGX35,863 shares · 0.1% of their software$3.1MFlat
- DocuSignDOCU45,774 shares · 0.1% of their software$3.1M+$2.2M
- SS&CSSNC34,100 shares · 0.1% of their software$3.0M+$2.6M
- CloudflareNET12,249 shares · 0.1% of their software$2.4M−$584K
- ServiceTitanTTAN20,421 shares · 0.1% of their software$2.2M+$1.2M
- WixWIX20,432 shares · 0.1% of their software · price −$1.5M$2.1M−$2.3M
- FortinetFTNT25,465 shares · 0.0% of their software$2.0MNew · +$2.1M
- FactSetFDS6,657 shares · 0.0% of their software$1.9M+$1.5M
- The Trade DeskTTD49,867 shares · 0.0% of their software · price −$551K$1.9M+$1.6M
- DropboxDBX67,526 shares · 0.0% of their software$1.9M+$1.6M
- PaycomPAYC10,695 shares · 0.0% of their software · price −$522K$1.7MNew · +$2.2M
- NCR Atleos CorporationNATL44,524 shares · 0.0% of their software$1.7MFlat
- PTCPTC9,659 shares · 0.0% of their software$1.7M+$1.8M
- AkamaiAKAM19,224 shares · 0.0% of their software$1.7MFlat
- Manhattan AssociatesMANH8,545 shares · 0.0% of their software$1.5MFlat
- Rubrik, Inc.RBRK18,225 shares · 0.0% of their software$1.4MFlat
- Tyler TechnologiesTYL2,568 shares · 0.0% of their software$1.2M+$1.1M
- Corpay, Inc.CPAY3,706 shares · 0.0% of their software$1.1M+$663K
- GuidewireGWRE5,396 shares · 0.0% of their software$1.1M−$8.2M
- Block, Inc.XYZ16,034 shares · 0.0% of their software$1.1MFlat
- F5, Inc.FFIV3,804 shares · 0.0% of their software$971K−$12.5M
- SoundHound AI, Inc.SOUN92,510 shares · 0.0% of their software · price −$565K$953K+$678K
- RingCentralRNG31,286 shares · 0.0% of their software$904KNew · +$887K
- PegasystemsPEGA13,861 shares · 0.0% of their software$828KFlat
- WorkivaWK8,458 shares · 0.0% of their software$730KNew · +$728K
- FlywireFLYW48,592 shares · 0.0% of their software$688KFlat
- WEX Inc.WEX4,455 shares · 0.0% of their software$664KFlat
- DoximityDOCS14,675 shares · 0.0% of their software$650KFlat
- ZoomInfoZI60,476 shares · 0.0% of their software$615K—
- Clear Secure, Inc.YOU17,476 shares · 0.0% of their software$613KFlat
- C3.aiAI36,559 shares · 0.0% of their software$609KFlat
- UnityU13,593 shares · 0.0% of their software$579KFlat
- UiPathPATH36,102 shares · 0.0% of their software$561KFlat
- Remitly Global, Inc.RELY40,070 shares · 0.0% of their software$553KFlat
- DigitalOceanDOCN9,845 shares · 0.0% of their software$474KFlat
- DuolingoDUOL2,183 shares · 0.0% of their software$383K−$762K
- TeradataTDC12,406 shares · 0.0% of their software$376KNew · Flat
- OpenTextOTEX11,458 shares · 0.0% of their software$373KNew · Flat
- AvePointAVPT25,703 shares · 0.0% of their software$357KFlat
- Euronet Worldwide, Inc.EEFT4,478 shares · 0.0% of their software$341KNew · Flat
- SentinelOneS21,066 shares · 0.0% of their software$316KFlat
- Amesite Inc.AMST166,516 shares · 0.0% of their software$315KNew · +$508K
- CommvaultCVLT1,588 shares · 0.0% of their software$294KFlat
- Adeia Inc.ADEA16,886 shares · 0.0% of their software$291KNew · Flat
- Shift4 Payments, Inc.FOUR4,495 shares · 0.0% of their software$284KNew · Flat
- ACI WorldwideACIW5,846 shares · 0.0% of their software$279KFlat
- FreshworksFRSH22,801 shares · 0.0% of their software$279KFlat
- DoubleVerifyDV22,970 shares · 0.0% of their software$263KFlat
- BILLBILL4,429 shares · 0.0% of their software$242KNew · Flat
- Dave Inc.DAVE918 shares · 0.0% of their software$203KNew · Flat
- Grab Holdings LimitedGRAB36,989 shares · 0.0% of their software$185KFlat
- PagSeguro Digital Ltd.PAGS17,681 shares · 0.0% of their software$170KNew · Flat
- Kodiak AI, Inc.KDK11,800 shares · 0.0% of their software$129KNew · Flat
- BTQ Technologies Corp.BTQ15,100 shares · 0.0% of their software$104KFlat
- Ribbon Communications Inc.RBBN35,100 shares · 0.0% of their software$101KFlat
- Palladyne AI Corp.PDYN23,481 shares · 0.0% of their software$100KNew · Flat
- 8x8EGHT30,244 shares · 0.0% of their software$60K—
- Blend Labs, Inc.BLND14,815 shares · 0.0% of their software$45KFlat
- Alight, Inc.ALIT22,423 shares · 0.0% of their software$44KNew · Flat
- Health CatalystHCAT15,803 shares · 0.0% of their software$38KFlat
- Airship AI Holdings, Inc.AISP12,690 shares · 0.0% of their software$37KNew · Flat
- Perfect Corp.PERF11,375 shares · 0.0% of their software$21KFlat
- Nerdy Inc.NRDY16,544 shares · 0.0% of their software$17KFlat
- Sabre CorporationSABR11,007 shares · 0.0% of their software$12KNew · Flat