Generalist · London, United Kingdom
Man Group
Q4 2024 · compared with Q3 2024
Filed as Man Group PLC
- Software
- $3.7B
- Weight of 13F
- 11.7%
- Names
- 152
- Net bought
- +$199M
Filed 14 February 2025 · SEC filing.
Call exposure on these names is $361M across 8 lines. Calls are not in the stock total.
1,687 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 2026146 names · $528M in calls, not in the total$4.1B−$109M
- Q1 2026155 names · $585M in calls, not in the total$4.3B−$75.8M
- Q4 2025146 names · $437M in calls, not in the total$5.7B+$1.3B
- Q3 2025146 names · $521M in calls, not in the total$6.2B+$271M
- Q2 2025154 names · $611M in calls, not in the total$6.2B+$2.0B
- Q1 2025149 names · $359M in calls, not in the total$3.3B−$63.0M
- Q4 2024152 names · $361M in calls, not in the total$3.7B+$199M
- Q3 2024138 names · $233M in calls, not in the total$3.4B−$334M
- Q2 2024143 names · $124M in calls, not in the total$3.6B−$346M
- Q1 2024150 names · $87.1M in calls, not in the total$4.0B−$228M
- Q4 2023152 names · $71.1M in calls, not in the total$4.1B+$3.5B
- Q3 20230 names$0−$3.4B
- Q2 2023131 names · $6.2M in calls, not in the total$3.4B+$3.0B
- Q1 20230 names · $231K in calls, not in the total$0−$2.5B
- Q4 2022114 names$2.5B+$435M
- Q3 2022114 names$2.0B+$2.1B
- Q2 20220 names$0−$2.8B
- Q1 2022116 names · $3.0M in calls, not in the total$2.8B−$142M
- Q4 2021114 names · $581K in calls, not in the total$3.4B+$7.2M
- Q3 2021119 names · $38K in calls, not in the total$3.2B+$838M
- Q2 2021114 names · $86.6M in calls, not in the total$2.3B+$239M
- Q1 2021111 names$2.0B−$713M
- Q4 2020110 names$2.7B−$413M
- Q3 2020107 names$2.8B+$189M
- Q2 202096 names$2.5B+$306M
- Q1 202084 names$1.5B−$616M
- Q4 201985 names$2.3B+$217M
- Q3 201983 names$1.9B−$233M
- Q2 201991 names$2.3B−$72.5M
- Q1 201991 names$2.2B+$90.8M
- Q4 201874 names$1.7B+$34.0M
- Q3 201886 names$1.9B+$196M
- Q2 201881 names$1.5B+$127M
- Q1 201872 names$1.3B—
What moved the book
The five software lines with the largest share change this quarter.
Software held
- MicrosoftMSFT1,616,547 shares · 18.2% of their software · price −$14.2M$681M−$60.9M
- Uber Technologies, Inc.UBER3,688,418 shares · 5.9% of their software · price −$54.7M$222M+$183M
- AutodeskADSK550,222 shares · 4.3% of their software · price +$11.1M$163M−$38.9M
- AdobeADBE339,100 shares · 4.0% of their software · price −$24.8M$151M+$52.9M
- WixWIX643,651 shares · 3.7% of their software · price +$30.5M$138M+$1.6M
- IntuitINTU218,703 shares · 3.7% of their software · price +$1.6M$137M+$17.0M
- VeevaVEEV485,951 shares · 2.7% of their software$102M+$48.3M
- ServiceNowNOW93,443 shares · 2.6% of their software · price +$15.5M$99.1M+$37.5M
- SalesforceCRM287,635 shares · 2.6% of their software · price +$17.4M$96.2M+$12.7M
- NetApp, Inc.NTAP740,002 shares · 2.3% of their software · price −$5.5M$85.9M−$38.9M
- AtlassianTEAM315,920 shares · 2.1% of their software · price +$26.7M$76.9M−$24.5M
- monday.comMNDY316,190 shares · 2.0% of their software · price −$13.4M$74.4M+$54.4M
- TwilioTWLO654,415 shares · 1.9% of their software · price +$28.0M$70.7M−$11.8M
- FortinetFTNT736,054 shares · 1.9% of their software · price +$12.5M$69.5M+$32.8M
- GoDaddyGDDY308,300 shares · 1.6% of their software · price +$12.5M$60.8M−$14.0M
- Global-EGLBE839,441 shares · 1.2% of their software · price +$13.5M$45.8M−$16.1M
- Lyft, Inc.LYFT3,162,952 shares · 1.1% of their software$40.8M+$38.1M
- Automatic Data Processing, Inc.ADP138,908 shares · 1.1% of their software · price +$2.2M$40.7M−$49.4M
- OktaOKTA508,309 shares · 1.1% of their software · price +$2.3M$40.1M+$9.7M
- C3.aiAI1,116,904 shares · 1.0% of their software · price +$11.4M$38.5MNew · +$27.1M
- DropboxDBX1,262,375 shares · 1.0% of their software · price +$5.8M$37.9M−$3.3M
- DoubleVerifyDV1,908,724 shares · 1.0% of their software · price +$4.5M$36.7M−$963K
- TrimbleTRMB515,128 shares · 1.0% of their software · price +$4.4M$36.4M−$45.8M
- PaylocityPCTY156,649 shares · 0.8% of their software · price +$5.4M$31.2M−$16.3M
- DynatraceDT565,371 shares · 0.8% of their software$30.7M+$16.4M
- ZoomInfoZI2,917,837 shares · 0.8% of their software$30.7M—
- PalantirPLTR401,031 shares · 0.8% of their software · price +$15.4M$30.3M+$6.1M
- AppLovinAPP93,100 shares · 0.8% of their software · price +$18.0M$30.1M−$4.8M
- ToastTOST813,005 shares · 0.8% of their software · price +$6.6M$29.6M+$7.3M
- Fair IsaacFICO14,868 shares · 0.8% of their software · price +$705K$29.6M+$12.8M
- Palo Alto NetworksPANW159,455 shares · 0.8% of their software · price −$25.5M$29.0M+$14.0M
- CadenceCDNS94,211 shares · 0.8% of their software · price +$2.8M$28.3M−$47.3M
- Zeta GlobalZETA1,557,008 shares · 0.7% of their software · price −$18.4M$28.0MNew · +$46.4M
- ZoomZM341,005 shares · 0.7% of their software · price +$4.0M$27.8M+$17.0M
- ZscalerZS149,891 shares · 0.7% of their software · price +$1.4M$27.0M+$16.9M
- OracleORCL160,829 shares · 0.7% of their software · price −$605K$26.8M+$12.5M
- CommvaultCVLT161,781 shares · 0.7% of their software$24.4M+$1.5M
- ElasticESTC244,173 shares · 0.6% of their software · price +$5.4M$24.2M+$18.5M
- SS&CSSNC305,392 shares · 0.6% of their software$23.1M+$12.6M
- BroadridgeBR100,202 shares · 0.6% of their software · price +$1.1M$22.7M−$850K
- DuolingoDUOL63,577 shares · 0.6% of their software · price +$2.7M$20.6M−$24.6M
- CrowdStrikeCRWD59,661 shares · 0.5% of their software · price +$3.7M$20.4M+$11.8M
- Roper Technologies, Inc.ROP38,828 shares · 0.5% of their software · price −$1.4M$20.2M−$5.4M
- Check PointCHKP107,759 shares · 0.5% of their software · price −$658K$20.1M+$5.2M
- VeriskVRSK70,071 shares · 0.5% of their software · price +$523K$19.3M−$16.0M
- ShopifySHOP173,007 shares · 0.5% of their software · price +$4.5M$18.4M+$8.4M
- Fiserv, Inc.FISV85,458 shares · 0.5% of their software · price +$2.2M$17.6M+$7.3M
- PaycomPAYC85,024 shares · 0.5% of their software · price +$3.3M$17.4M−$8.3M
- Manhattan AssociatesMANH64,350 shares · 0.5% of their software · price −$717K$17.4M−$9.3M
- SamsaraIOT394,273 shares · 0.5% of their software · price −$1.7M$17.2MNew · +$19.0M
- DocuSignDOCU184,204 shares · 0.4% of their software · price +$5.1M$16.6M−$13.5M
- FactSetFDS34,480 shares · 0.4% of their software · price +$704K$16.6M+$684K
- WorkdayWDAY63,901 shares · 0.4% of their software · price +$870K$16.5M−$8.8M
- DescartesDSGX143,042 shares · 0.4% of their software · price +$1.5M$16.3M+$1.8M
- HubSpotHUBS22,832 shares · 0.4% of their software · price +$3.8M$15.9M−$889K
- AppFolioAPPF63,729 shares · 0.4% of their software · price +$721K$15.7M+$4.1M
- VaronisVRNS352,629 shares · 0.4% of their software · price −$4.3M$15.7M+$11.2M
- MongoDBMDB66,645 shares · 0.4% of their software · price −$2.5M$15.5M+$8.8M
- TeradataTDC495,372 shares · 0.4% of their software$15.4M+$3.8M
- UnityU651,909 shares · 0.4% of their software$14.6MNew · +$14.7M
- SnowflakeSNOW92,027 shares · 0.4% of their software · price +$3.6M$14.2M−$752K
- Alight, Inc.ALIT1,979,656 shares · 0.4% of their software · price −$950K$13.7M−$16.2M
- BrazeBRZE318,449 shares · 0.4% of their software · price +$3.0M$13.3M−$5.0M
- BoxBOX406,072 shares · 0.3% of their software$12.8M−$2.0M
- NutanixNTNX194,900 shares · 0.3% of their software$11.9M−$22.1M
- VeriSign, Inc.VRSN57,272 shares · 0.3% of their software · price +$974K$11.9M−$3.4M
- Tyler TechnologiesTYL19,790 shares · 0.3% of their software$11.4M−$5.1M
- Block, Inc.XYZ134,228 shares · 0.3% of their software · price +$2.4M$11.4M+$8.6M
- Paychex, Inc.PAYX80,973 shares · 0.3% of their software$11.4M−$15.0M
- Remitly Global, Inc.RELY484,748 shares · 0.3% of their software · price +$4.4M$10.9M+$5.1M
- QualysQLYS77,105 shares · 0.3% of their software · price +$907K$10.8M−$3.7M
- DatadogDDOG75,476 shares · 0.3% of their software · price +$2.1M$10.8M−$34.3M
- InterDigital, Inc.IDCC54,847 shares · 0.3% of their software · price +$2.9M$10.6M−$8.0M
- F5, Inc.FFIV40,550 shares · 0.3% of their software · price +$1.3M$10.2M+$6.9M
- DoximityDOCS187,378 shares · 0.3% of their software · price +$1.8M$10.0M−$2.1M
- WEX Inc.WEX51,104 shares · 0.2% of their software · price −$1.8M$9.0MNew · +$10.7M
- Alarm.com Holdings, Inc.ALRM135,581 shares · 0.2% of their software · price +$831K$8.2M−$2.2M
- The Trade DeskTTD69,590 shares · 0.2% of their software · price +$548K$8.2M+$4.4M
- AkamaiAKAM84,409 shares · 0.2% of their software$8.1M+$1.0M
- GuidewireGWRE45,722 shares · 0.2% of their software · price −$657K$7.7M+$7.0M
- OpenTextOTEX269,736 shares · 0.2% of their software · price −$1.3M$7.6M+$3.5M
- CloudflareNET69,968 shares · 0.2% of their software · price +$1.9M$7.5M−$23.8M
- SynopsysSNPS14,699 shares · 0.2% of their software$7.1M−$21.1M
- Corpay, Inc.CPAY20,326 shares · 0.2% of their software · price +$522K$6.9M+$5.5M
- SPS CommerceSPSC36,842 shares · 0.2% of their software$6.8M−$3.1M
- Clearwater AnalyticsCWAN240,177 shares · 0.2% of their software$6.6MNew
- ProcorePCOR88,071 shares · 0.2% of their software · price +$1.2M$6.6M+$1.6M
- UiPathPATH488,055 shares · 0.2% of their software$6.2M−$9.5M
- WorkivaWK55,789 shares · 0.2% of their software · price +$1.7M$6.1M−$6.2M
- Donnelley Financial Solutions, Inc.DFIN92,055 shares · 0.2% of their software$5.8MFlat
- PTCPTC30,714 shares · 0.2% of their software$5.6M+$4.2M
- MorningstarMORN16,618 shares · 0.1% of their software$5.6M+$993K
- Radware Ltd.RDWR219,408 shares · 0.1% of their software$4.9M+$4.1M
- FreshworksFRSH293,049 shares · 0.1% of their software · price +$1.4M$4.7M+$3.2M
- BILLBILL44,794 shares · 0.1% of their software · price +$1.4M$3.8MFlat
- Euronet Worldwide, Inc.EEFT36,842 shares · 0.1% of their software$3.8M−$1.5M
- DigitalOceanDOCN107,831 shares · 0.1% of their software · price −$681K$3.7M−$2.2M
- Intapp, Inc.INTA53,167 shares · 0.1% of their software · price +$864K$3.4MNew · +$2.5M
- ePlus inc.PLUS42,606 shares · 0.1% of their software · price −$1.0M$3.1MFlat
- ACI WorldwideACIW60,486 shares · 0.1% of their software$3.1M+$2.8M
- Amdocs LimitedDOX35,253 shares · 0.1% of their software$3.0MFlat
- Core Scientific, Inc.CORZ205,286 shares · 0.1% of their software$2.9MNew · +$2.4M
- RingCentralRNG79,767 shares · 0.1% of their software$2.8M−$3.9M
- Grab Holdings LimitedGRAB540,211 shares · 0.1% of their software$2.5M+$1.7M
- Rapid7RPD59,645 shares · 0.1% of their software$2.4M−$977K
- Cellebrite DI Ltd.CLBT108,250 shares · 0.1% of their software · price +$562K$2.4MNew · +$1.8M
- NetScout Systems, Inc.NTCT100,733 shares · 0.1% of their software$2.2M+$1.8M
- CoStarCSGP28,835 shares · 0.1% of their software$2.1M−$4.7M
- Upbound Group, Inc.UPBD69,688 shares · 0.1% of their software$2.0MFlat
- GitLabGTLB35,102 shares · 0.1% of their software$2.0M−$2.0M
- LiveRamp Holdings, Inc.RAMP60,468 shares · 0.0% of their software$1.8MFlat
- DoceboDCBO39,448 shares · 0.0% of their software$1.8MNew · +$1.7M
- SemrushSEMR143,686 shares · 0.0% of their software$1.7M—
- BlackLineBL25,221 shares · 0.0% of their software$1.5MNew · +$1.4M
- A10 Networks, Inc.ATEN64,200 shares · 0.0% of their software$1.2MNew · +$927K
- JFrogFROG38,466 shares · 0.0% of their software$1.1MNew · +$1.1M
- LightspeedLSPD70,200 shares · 0.0% of their software$1.1MNew · +$1.2M
- Clear Secure, Inc.YOU39,026 shares · 0.0% of their software$1.0MNew · +$1.3M
- Gen DigitalGEN37,859 shares · 0.0% of their software$1.0M−$3.3M
- Full Truck Alliance Co. Ltd.YMM88,035 shares · 0.0% of their software$953K−$2.2M
- ProgressPRGS14,202 shares · 0.0% of their software$925K−$1.3M
- BlackbaudBLKB11,928 shares · 0.0% of their software$882KFlat
- Bentley SystemsBSY16,511 shares · 0.0% of their software$771KNew · +$839K
- AppianAPPN22,935 shares · 0.0% of their software$756KNew · +$783K
- Kingsoft Cloud Holdings LimitedKC67,742 shares · 0.0% of their software · price +$511K$711KNew · Flat
- Cognyte Software Ltd.CGNT79,035 shares · 0.0% of their software$684KFlat
- Tuya Inc.TUYA373,707 shares · 0.0% of their software$669KFlat
- Bandwidth Inc.BAND38,408 shares · 0.0% of their software$654KFlat
- Commerce.com, Inc.CMRC92,038 shares · 0.0% of their software$563KFlat
- PubMaticPUBM36,599 shares · 0.0% of their software$538KFlat
- TenableTENB12,219 shares · 0.0% of their software$481KFlat
- Consensus Cloud Solutions, Inc.CCSI18,797 shares · 0.0% of their software$448KFlat
- CourseraCOUR46,912 shares · 0.0% of their software$399KFlat
- SoundThinking, Inc.SSTI30,020 shares · 0.0% of their software$392KFlat
- PagerDutyPD21,248 shares · 0.0% of their software$388KNew · Flat
- Xperi Inc.XPER35,225 shares · 0.0% of their software$362KNew · Flat
- Five9FIVN8,700 shares · 0.0% of their software$354KNew · Flat
- FlywireFLYW16,978 shares · 0.0% of their software$350KNew · Flat
- Diebold Nixdorf, IncorporatedDBD7,895 shares · 0.0% of their software$340KFlat
- CertaraCERT27,520 shares · 0.0% of their software$293KNew · Flat
- GigaCloud Technology Inc.GCT15,246 shares · 0.0% of their software$282KFlat
- PagSeguro Digital Ltd.PAGS44,236 shares · 0.0% of their software$277KFlat
- Endava plcDAVA8,769 shares · 0.0% of their software$271K−$658K
- FastlyFSLY27,948 shares · 0.0% of their software$264KFlat
- DLocal LimitedDLO19,012 shares · 0.0% of their software$214K−$1.3M
- PowerFleet, Inc.AIOT30,203 shares · 0.0% of their software$201KNew · Flat
- CCC Intelligent Solutions Holdings Inc.CCC15,547 shares · 0.0% of their software$182K−$7.9M
- Expensify, Inc.EXFY50,316 shares · 0.0% of their software$169KFlat
- Palladyne AI Corp.PDYN12,141 shares · 0.0% of their software$149KNew · Flat
- SprinklrCXM15,292 shares · 0.0% of their software$129KNew · Flat
- 8x8EGHT42,388 shares · 0.0% of their software$113KNew
- DomoDOMO15,003 shares · 0.0% of their software$106K—