Generalist · Stamford, CT
Point72 Asset Management, L.P.
- Software
- $3.8B
- Weight of 13F
- 4.0%
- Names
- 72
- Vs prior quarter
- +$577M
Filed 14 August 2026.
3,923 positions in the whole 13F.
Software held
- SnowflakeSNOW44,225,766 shares · 20.6% of their software$789M+$742M
- OracleORCL3,460,580 shares · 13.1% of their software$502M+$325M
- AkamaiAKAM36,853,659 shares · 9.0% of their software$346M−$68.2M
- OktaOKTA1,851,774 shares · 6.6% of their software$253M+$34.6M
- UnityU6,805,922 shares · 5.1% of their software$195M+$48.0M
- CyberArkCYBR74,652,000 shares · 3.2% of their software$124MNew
- CadenceCDNS285,000 shares · 2.8% of their software$107M−$83.8M
- ZoomZM1,187,308 shares · 2.7% of their software$102M+$53.7M
- PaylocityPCTY904,674 shares · 2.5% of their software$94.6M−$25.2M
- GitLabGTLB2,351,909 shares · 1.9% of their software$71.8MNew
- DigitalOceanDOCN456,866 shares · 1.9% of their software$71.7M−$3.8M
- AtlassianTEAM845,637 shares · 1.7% of their software$65.8MNew