Generalist · Palm Beach Gardens, FL
Hood River Capital Management
Q4 2025 · compared with Q3 2025
Filed as Hood River Capital Management LLC
- Software
- $952M
- Weight of 13F
- 10.4%
- Names
- 17
- Net bought
- −$156M
Filed 17 February 2026 · SEC filing.
175 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 20268 names$1.6B+$54.9M
- Q1 20268 names$781M−$4.6M
- Q4 202517 names$952M−$156M
- Q3 202521 names$1.1B+$92.8M
- Q2 202524 names$1.0B+$28.0M
- Q1 202518 names$691M−$28.7M
- Q4 202420 names$806M+$67.0M
- Q3 202413 names$643M+$83.5M
- Q2 202413 names$435M−$43.0M
- Q1 202416 names$414M+$77.1M
- Q4 202311 names$303M+$115M
- Q3 202310 names$123M−$65.8M
- Q2 202310 names$230M−$13.4M
- Q1 202310 names$239M+$45.3M
- Q4 20228 names$188M−$48.5M
- Q3 202212 names$276M+$7.1M
- Q2 202211 names$211M+$100M
- Q1 20228 names$127M−$33.9M
- Q4 20219 names$202M−$67.2M
- Q3 202113 names$289M−$59.5M
- Q2 202111 names$355M+$80.8M
- Q1 202112 names$311M+$22.9M
- Q4 202010 names$246M+$71.5M
- Q3 202011 names$123M−$67.0M
- Q2 202011 names$174M−$39.0M
- Q1 202010 names$135M−$16.6M
- Q4 20198 names$159M−$40.9M
- Q3 20197 names$182M−$45.9M
- Q2 201913 names$250M+$1.1M
- Q1 20199 names$209M−$25.3M
- Q4 201810 names$180M+$47.0M
- Q3 20188 names$151M+$34.8M
- Q2 20187 names$90.1M+$22.0M
- Q1 20182 names$60.5M+$17.0M
- Q4 20173 names$40.9M−$33.2M
- Q3 20176 names$72.4M+$17.9M
- Q2 20174 names$47.1M−$5.1M
- Q1 20174 names$46.3M+$28.4M
- Q4 20161 name$12.1M−$964K
- Q3 20162 names$14.3M+$2.2M
- Q2 20162 names$9.0M—
What moved the book
The five software lines with the largest share change this quarter.
Software held
- Dave Inc.DAVE1,115,931 shares · 26.0% of their software · price +$24.6M$247M+$7.0M
- ACI WorldwideACIW3,036,491 shares · 15.3% of their software · price −$15.1M$145M+$2.9M
- UnityU2,792,007 shares · 13.0% of their software · price +$11.5M$123MFlat
- Clearwater AnalyticsCWAN4,304,707 shares · 10.9% of their software$104M—
- PegasystemsPEGA1,588,403 shares · 10.0% of their software · price +$3.5M$94.9MFlat
- DigitalOceanDOCN1,138,128 shares · 5.8% of their software · price +$15.9M$54.8MFlat
- BlackBerry LimitedBB11,084,465 shares · 4.4% of their software · price −$12.1M$42.0MFlat
- nCinoNCNO1,226,726 shares · 3.3% of their software · price −$1.8M$31.5MFlat
- Q2QTWO393,041 shares · 3.0% of their software$28.4M−$14.5M
- Calix, Inc.CALX523,261 shares · 2.9% of their software · price −$4.4M$27.7M+$4.2M
- TwilioTWLO139,174 shares · 2.1% of their software · price +$5.9M$19.8MFlat
- PAR Technology CorporationPAR526,726 shares · 2.0% of their software · price −$1.7M$19.1M+$8.2M
- OktaOKTA77,959 shares · 0.7% of their software$6.7MFlat
- Red Violet, Inc.RDVT69,465 shares · 0.4% of their software$4.0MFlat
- Joint Stock Company Kaspi.kzKSPI24,258 shares · 0.2% of their software$1.9M−$5.2M
- A2Z Cust2Mate Solutions Corp.AZ227,721 shares · 0.2% of their software$1.5MFlat
- Gorilla Technology Group Inc.GRRR37,100 shares · 0.0% of their software$405KFlat