Generalist · Los Angeles, CA
Capital International Investors
Q1 2025 · compared with Q4 2024
- Software
- $54.7B
- Weight of 13F
- 10.8%
- Names
- 32
- Net bought
- −$970M
Filed 12 May 2025 · SEC filing.
Part of Capital Group. The stock total uses the largest filing in that family, so these shares are not added again.
437 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 202625 names$45.2B+$237M
- Q1 202628 names$45.3B−$9.2B
- Q4 202537 names$68.4B+$5.7B
- Q3 202535 names$69.0B−$176M
- Q2 202529 names$69.1B+$649M
- Q1 202532 names$54.7B−$970M
- Q4 202431 names$61.2B−$2.7B
- Q3 202433 names$59.3B+$22.7B
- Q2 202439 names$56.7B−$1.7B
- Q1 202441 names$58.4B+$174M
- Q4 202339 names$50.9B+$1.4B
- Q3 202337 names$41.0B−$1.1B
- Q2 202335 names$44.5B+$1.4B
- Q1 202334 names$37.3B+$1.5B
- Q4 202231 names$30.3B−$48.4M
- Q3 202232 names$29.4B−$1.0B
- Q2 202234 names$33.2B+$3.2B
- Q1 202230 names$43.4B−$1.5B
- Q4 202138 names$50.6B+$1.2B
- Q3 202136 names$44.9B+$1.9B
- Q2 202133 names$41.9B+$2.5B
- Q1 202132 names$34.3B−$500M
- Q4 202034 names$33.9B−$380M
- Q3 202035 names$30.7B−$670M
- Q2 202031 names$29.9B+$140M
- Q1 202030 names$22.9B−$1.1B
- Q4 201929 names$25.1B−$166M
- Q3 201930 names$22.4B+$49.5M
- Q2 201923 names$22.3B+$635M
- Q1 201923 names$19.9B+$2.1B
- Q4 201821 names$14.5B+$264M
- Q3 201817 names$16.4B+$9.5B
- Q2 20186 names$4.5B−$59.4M
- Q1 20186 names$4.1B−$88.6M
- Q4 20176 names$3.9B+$179M
- Q3 20177 names$3.3B−$497M
- Q2 20178 names$3.5B−$205M
- Q1 20178 names$3.6B+$20.6M
- Q4 20167 names$3.4B+$100M
- Q3 20167 names$3.0B−$110M
- Q2 20167 names$2.9B—
What moved the book
The five software lines with the largest share change this quarter.
Software held
- MicrosoftMSFT78,678,064 shares · 54.0% of their software · price −$3.6B$29.5B+$778M
- Strategy IncMSTR14,679,783 shares · 7.7% of their software · price −$19.8M$4.2B+$590M
- Paychex, Inc.PAYX25,659,515 shares · 7.2% of their software · price +$361M$4.0B−$175M
- SalesforceCRM13,581,127 shares · 6.7% of their software · price −$896M$3.6B−$1.0B
- ShopifySHOP35,318,518 shares · 6.2% of their software · price −$383M$3.4B−$127M
- SAPSAP7,289,419 shares · 3.6% of their software · price +$162M$2.0B−$720M
- ServiceNowNOW2,408,624 shares · 3.5% of their software · price −$636M$1.9B−$40.3M
- ToastTOST44,588,020 shares · 2.7% of their software · price −$146M$1.5B+$95.7M
- CoStarCSGP14,669,837 shares · 2.1% of their software · price +$112M$1.2B+$45.6M
- AtlassianTEAM3,624,742 shares · 1.4% of their software · price −$113M$769M−$284M
- GoDaddyGDDY2,448,368 shares · 0.8% of their software · price −$42.2M$441MFlat
- UnityU20,351,424 shares · 0.7% of their software · price −$58.6M$399M+$32.9M
- BroadridgeBR1,529,961 shares · 0.7% of their software · price +$25.0M$371M−$90.5M
- nCinoNCNO5,703,866 shares · 0.3% of their software · price −$34.9M$157M+$34.0M
- PaymentusPAY5,592,608 shares · 0.3% of their software · price −$36.7M$146M+$40.2M
- Fair IsaacFICO74,890 shares · 0.3% of their software · price −$11.0M$138M−$123M
- DatadogDDOG1,295,417 shares · 0.2% of their software · price −$56.6M$129M+$81.0M
- AppLovinAPP429,600 shares · 0.2% of their software · price −$25.3M$114MNew · +$139M
- Rubrik, Inc.RBRK1,750,000 shares · 0.2% of their software · price −$7.7M$107MFlat
- AlkamiALKT3,815,499 shares · 0.2% of their software · price −$39.8M$100MFlat
- SS&CSSNC1,151,782 shares · 0.2% of their software · price +$8.9M$96.2MFlat
- VeevaVEEV338,470 shares · 0.1% of their software · price +$7.2M$78.4M−$84.7M
- GuidewireGWRE410,094 shares · 0.1% of their software · price +$7.7M$76.8MFlat
- PhreesiaPHR2,743,261 shares · 0.1% of their software · price +$1.1M$70.1M+$3.8M
- HubSpotHUBS111,243 shares · 0.1% of their software · price −$14.0M$63.6MNew · +$77.5M
- Uber Technologies, Inc.UBER655,283 shares · 0.1% of their software · price +$8.2M$47.7MFlat
- ServiceTitanTTAN474,143 shares · 0.1% of their software · price −$3.7M$45.1M+$5.8M
- ProgressPRGS722,081 shares · 0.1% of their software · price −$9.8M$37.2MNew · +$47.0M
- Sabre CorporationSABR10,508,386 shares · 0.1% of their software · price −$8.8M$29.5MFlat
- Global-EGLBE493,246 shares · 0.0% of their software · price −$9.3M$17.6M−$27.8M
- Joint Stock Company Kaspi.kzKSPI62,837 shares · 0.0% of their software$5.9M−$3.8M
- Diebold Nixdorf, IncorporatedDBD23,254 shares · 0.0% of their software$1.0M+$598K