Generalist · London, United Kingdom
Man Group
Q1 2025 · compared with Q4 2024
Filed as Man Group PLC
- Software
- $3.3B
- Weight of 13F
- 10.2%
- Names
- 149
- Net bought
- −$63.0M
Filed 15 May 2025 · SEC filing.
Call exposure on these names is $359M across 19 lines. Calls are not in the stock total.
1,780 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
- MicrosoftMSFT1,850,347 shares · 20.9% of their software · price −$85.3M$695M+$98.5M
- AutodeskADSK860,950 shares · 6.8% of their software · price −$29.1M$225M+$91.8M
- AdobeADBE446,495 shares · 5.2% of their software · price −$27.3M$171M+$47.8M
- Uber Technologies, Inc.UBER1,779,323 shares · 3.9% of their software · price +$22.3M$130M−$115M
- IntuitINTU203,481 shares · 3.8% of their software · price −$3.0M$125M−$9.6M
- ServiceNowNOW151,383 shares · 3.6% of their software · price −$40.0M$121M+$61.4M
- WixWIX681,262 shares · 3.3% of their software · price −$34.9M$111M+$8.1M
- FortinetFTNT1,087,355 shares · 3.1% of their software · price +$1.9M$105M+$33.2M
- SalesforceCRM350,009 shares · 2.8% of their software · price −$23.1M$93.9M+$20.9M
- TwilioTWLO832,256 shares · 2.5% of their software · price −$8.5M$81.5M+$19.2M
- Automatic Data Processing, Inc.ADP201,641 shares · 1.9% of their software · price +$2.6M$61.6M+$18.4M
- monday.comMNDY235,532 shares · 1.7% of their software · price +$1.8M$57.3M−$19.0M
- GoDaddyGDDY307,186 shares · 1.7% of their software · price −$5.3M$55.3MFlat
- VeevaVEEV231,187 shares · 1.6% of their software · price +$4.9M$53.5M−$53.6M
- DynatraceDT1,129,567 shares · 1.6% of their software · price −$8.1M$53.3M+$30.7M
- Fair IsaacFICO27,016 shares · 1.5% of their software · price −$4.0M$49.8M+$24.2M
- AtlassianTEAM220,859 shares · 1.4% of their software · price −$6.9M$46.9M−$23.1M
- ZoomZM633,280 shares · 1.4% of their software · price −$5.0M$46.7M+$23.9M
- CloudflareNET358,501 shares · 1.2% of their software · price +$1.8M$40.4M+$31.1M
- OktaOKTA346,376 shares · 1.1% of their software · price +$9.2M$36.4M−$12.8M
- MongoDBMDB188,480 shares · 1.0% of their software · price −$10.8M$33.1M+$28.4M
- Palo Alto NetworksPANW192,561 shares · 1.0% of their software · price −$2.2M$32.9M+$6.0M
- PalantirPLTR360,409 shares · 0.9% of their software · price +$3.2M$30.4M−$3.1M
- Global-EGLBE802,065 shares · 0.9% of their software · price −$15.1M$28.6M−$2.0M
- DropboxDBX1,070,300 shares · 0.9% of their software · price −$3.6M$28.6M−$5.8M
- Rubrik, Inc.RBRK446,945 shares · 0.8% of their software · price −$2.0M$27.3MNew · +$29.2M
- Grab Holdings LimitedGRAB5,251,496 shares · 0.7% of their software · price −$998K$23.8M+$22.2M
- BroadridgeBR93,626 shares · 0.7% of their software · price +$1.5M$22.7M−$1.5M
- ZscalerZS112,855 shares · 0.7% of their software · price +$2.0M$22.4M−$6.7M
- CadenceCDNS87,404 shares · 0.7% of their software · price −$4.0M$22.2M−$2.0M
- DoximityDOCS375,496 shares · 0.7% of their software · price +$1.7M$21.8M+$10.0M
- HubSpotHUBS37,557 shares · 0.6% of their software · price −$4.7M$21.5M+$10.3M
- NetApp, Inc.NTAP244,029 shares · 0.6% of their software · price −$6.9M$21.4M−$57.6M
- ToastTOST625,817 shares · 0.6% of their software · price −$2.1M$20.8M−$6.8M
- CommvaultCVLT122,890 shares · 0.6% of their software · price +$842K$19.4M−$5.9M
- Fiserv, Inc.FISV86,293 shares · 0.6% of their software · price +$1.3M$19.1MFlat
- DuolingoDUOL60,649 shares · 0.6% of their software · price −$830K$18.8M−$949K
- ElasticESTC201,884 shares · 0.5% of their software · price −$2.0M$18.0M−$4.2M
- The Trade DeskTTD326,233 shares · 0.5% of their software · price −$20.5M$17.9M+$30.2M
- VaronisVRNS421,534 shares · 0.5% of their software · price −$1.7M$17.1M+$3.1M
- ZoomInfoZI1,703,843 shares · 0.5% of their software$17.0M—
- TrimbleTRMB254,400 shares · 0.5% of their software · price −$1.3M$16.7M−$18.4M
- FactSetFDS35,989 shares · 0.5% of their software · price −$923K$16.4M+$725K
- SamsaraIOT418,385 shares · 0.5% of their software · price −$2.2M$16.0M+$1.1M
- Remitly Global, Inc.RELY734,520 shares · 0.5% of their software · price −$1.3M$15.3M+$5.6M
- OracleORCL108,176 shares · 0.5% of their software · price −$2.9M$15.1M−$8.8M
- PaycomPAYC69,197 shares · 0.5% of their software · price +$935K$15.1M−$3.2M
- BoxBOX464,184 shares · 0.4% of their software$14.3M+$1.8M
- Tyler TechnologiesTYL23,515 shares · 0.4% of their software$13.7M+$2.1M
- AppFolioAPPF61,759 shares · 0.4% of their software · price −$1.7M$13.6MFlat
- WorkdayWDAY57,004 shares · 0.4% of their software · price −$1.4M$13.3M−$1.8M
- FreshworksFRSH914,959 shares · 0.4% of their software · price −$1.9M$12.9M+$10.1M
- Clearwater AnalyticsCWAN460,104 shares · 0.4% of their software$12.3M—
- Paychex, Inc.PAYX77,258 shares · 0.4% of their software · price +$1.1M$11.9M−$521K
- F5, Inc.FFIV44,439 shares · 0.4% of their software · price +$658K$11.8M+$978K
- DescartesDSGX114,382 shares · 0.3% of their software · price −$1.5M$11.5M−$3.3M
- Manhattan AssociatesMANH66,186 shares · 0.3% of their software · price −$6.4M$11.5MFlat
- Check PointCHKP49,933 shares · 0.3% of their software · price +$2.1M$11.4M−$10.8M
- Full Truck Alliance Co. Ltd.YMM795,585 shares · 0.3% of their software · price +$1.6M$10.2M+$7.7M
- SS&CSSNC118,958 shares · 0.3% of their software · price +$922K$9.9M−$14.1M
- Cellebrite DI Ltd.CLBT507,648 shares · 0.3% of their software · price −$1.3M$9.9M+$8.8M
- Roper Technologies, Inc.ROP15,459 shares · 0.3% of their software · price +$1.1M$9.1M−$12.1M
- Alight, Inc.ALIT1,499,722 shares · 0.3% of their software · price −$1.5M$8.9M−$3.3M
- Alarm.com Holdings, Inc.ALRM151,493 shares · 0.3% of their software · price −$780K$8.4M+$967K
- ShopifySHOP87,993 shares · 0.3% of their software · price −$955K$8.4M−$9.0M
- DocuSignDOCU102,059 shares · 0.2% of their software · price −$872K$8.3M−$7.4M
- QualysQLYS62,998 shares · 0.2% of their software · price −$900K$7.9M−$2.0M
- PTCPTC51,192 shares · 0.2% of their software · price −$1.5M$7.9M+$3.8M
- VeriskVRSK25,730 shares · 0.2% of their software · price +$571K$7.7M−$12.2M
- BrazeBRZE209,215 shares · 0.2% of their software · price −$1.2M$7.5M−$4.6M
- TeradataTDC329,374 shares · 0.2% of their software · price −$2.9M$7.4M−$5.2M
- PaylocityPCTY39,203 shares · 0.2% of their software$7.3M−$23.4M
- SnowflakeSNOW47,935 shares · 0.2% of their software$7.0M−$6.8M
- SPS CommerceSPSC52,657 shares · 0.2% of their software · price −$2.7M$7.0M+$2.9M
- Lyft, Inc.LYFT582,065 shares · 0.2% of their software · price −$600K$6.9M−$33.3M
- AkamaiAKAM78,910 shares · 0.2% of their software · price −$1.2M$6.4M−$526K
- MorningstarMORN19,280 shares · 0.2% of their software · price −$711K$5.8M+$896K
- Radware Ltd.RDWR258,483 shares · 0.2% of their software$5.6M+$880K
- Bentley SystemsBSY140,708 shares · 0.2% of their software · price −$1.0M$5.5M+$5.8M
- DatadogDDOG53,478 shares · 0.2% of their software · price −$2.3M$5.3M−$3.1M
- InterDigital, Inc.IDCC21,219 shares · 0.1% of their software$4.4M−$6.5M
- OpenTextOTEX144,633 shares · 0.1% of their software$3.6M−$3.5M
- CrowdStrikeCRWD9,940 shares · 0.1% of their software$3.5M−$17.0M
- WaystarWAY93,678 shares · 0.1% of their software$3.5MNew · +$3.4M
- VeriSign, Inc.VRSN12,456 shares · 0.1% of their software · price +$584K$3.2M−$9.3M
- Euronet Worldwide, Inc.EEFT29,144 shares · 0.1% of their software$3.1M−$792K
- BlackbaudBLKB50,177 shares · 0.1% of their software · price −$596K$3.1M+$2.8M
- Donnelley Financial Solutions, Inc.DFIN70,969 shares · 0.1% of their software · price −$1.3M$3.1M−$1.3M
- A10 Networks, Inc.ATEN182,868 shares · 0.1% of their software$3.0M+$2.2M
- DigitalOceanDOCN82,065 shares · 0.1% of their software$2.7M−$878K
- WorkivaWK33,698 shares · 0.1% of their software · price −$1.1M$2.6M−$2.4M
- Q2QTWO31,323 shares · 0.1% of their software · price −$647K$2.5MNew · +$3.2M
- NetScout Systems, Inc.NTCT117,065 shares · 0.1% of their software$2.5MFlat
- Amdocs LimitedDOX25,054 shares · 0.1% of their software$2.3M−$868K
- ePlus inc.PLUS35,162 shares · 0.1% of their software$2.1M−$550K
- CourseraCOUR300,391 shares · 0.1% of their software · price −$553K$2.0M+$2.2M
- UiPathPATH190,458 shares · 0.1% of their software$2.0M−$3.8M
- ACI WorldwideACIW34,341 shares · 0.1% of their software$1.9M−$1.4M
- DoceboDCBO60,200 shares · 0.1% of their software · price −$967K$1.7M+$929K
- JFrogFROG53,555 shares · 0.1% of their software$1.7MFlat
- GuidewireGWRE8,601 shares · 0.0% of their software$1.6M−$6.3M
- WEX Inc.WEX9,831 shares · 0.0% of their software$1.5M−$7.2M
- Five9FIVN45,464 shares · 0.0% of their software · price −$613K$1.2M+$1.5M
- Kingsoft Cloud Holdings LimitedKC84,900 shares · 0.0% of their software$1.2MFlat
- LiveRamp Holdings, Inc.RAMP35,701 shares · 0.0% of their software$933K−$752K
- i3 Verticals, Inc.IIIV36,020 shares · 0.0% of their software$889KNew · +$830K
- Commerce.com, Inc.CMRC147,539 shares · 0.0% of their software$850KFlat
- Clear Secure, Inc.YOU32,027 shares · 0.0% of their software$830KFlat
- Upbound Group, Inc.UPBD34,221 shares · 0.0% of their software$820K−$1.0M
- CoStarCSGP10,191 shares · 0.0% of their software$807K−$1.3M
- Corpay, Inc.CPAY2,274 shares · 0.0% of their software$793K−$6.1M
- Life360, Inc.LIF20,251 shares · 0.0% of their software$777KNew · +$836K
- Gen DigitalGEN29,104 shares · 0.0% of their software$772KFlat
- AppLovinAPP2,798 shares · 0.0% of their software$741K−$29.2M
- OneSpan Inc.OSPN44,677 shares · 0.0% of their software$681KNew · +$828K
- SynopsysSNPS1,588 shares · 0.0% of their software$681K−$6.4M
- Block, Inc.XYZ11,625 shares · 0.0% of their software$632K−$10.4M
- SentinelOneS34,680 shares · 0.0% of their software$630KNew · +$770K
- PDF Solutions, Inc.PDFS32,069 shares · 0.0% of their software$613KNew · +$868K
- Cognyte Software Ltd.CGNT77,017 shares · 0.0% of their software$601KFlat
- TenableTENB16,399 shares · 0.0% of their software$574KFlat
- SoundThinking, Inc.SSTI33,578 shares · 0.0% of their software$569KFlat
- Rezolve AI PLCRZLV456,413 shares · 0.0% of their software · price −$1.2M$552KNew · +$1.7M
- SemrushSEMR59,014 shares · 0.0% of their software$551K—
- Consensus Cloud Solutions, Inc.CCSI19,329 shares · 0.0% of their software$446KFlat
- NutanixNTNX6,348 shares · 0.0% of their software$443K−$11.5M
- Agora, Inc.API109,704 shares · 0.0% of their software$441KNew · Flat
- Tuya Inc.TUYA144,952 shares · 0.0% of their software$439KFlat
- AppianAPPN10,849 shares · 0.0% of their software$313KFlat
- Health CatalystHCAT67,068 shares · 0.0% of their software$304KNew · Flat
- DomoDOMO33,352 shares · 0.0% of their software$259K—
- Ooma, Inc.OOMA18,717 shares · 0.0% of their software$245KNew · Flat
- LightspeedLSPD27,900 shares · 0.0% of their software$244K−$644K
- Red Violet, Inc.RDVT6,295 shares · 0.0% of their software$237KNew · Flat
- International Money Express, Inc.IMXI18,200 shares · 0.0% of their software$230KNew · Flat
- BILLBILL4,840 shares · 0.0% of their software$222K−$3.4M
- SailPointSAIL11,029 shares · 0.0% of their software$207KNew · Flat
- YextYEXT28,553 shares · 0.0% of their software$176KNew · Flat
- GigaCloud Technology Inc.GCT12,288 shares · 0.0% of their software$174KFlat
- PubMaticPUBM17,288 shares · 0.0% of their software$158KFlat
- Bandwidth Inc.BAND11,974 shares · 0.0% of their software$157KFlat
- FastlyFSLY24,057 shares · 0.0% of their software$152KFlat
- 8x8EGHT75,758 shares · 0.0% of their software$152K—
- Thryv Holdings, Inc.THRY11,666 shares · 0.0% of their software$149KNew · Flat
- BackblazeBLZE29,124 shares · 0.0% of their software$141KNew · Flat
- Blend Labs, Inc.BLND30,481 shares · 0.0% of their software$102KNew · Flat
- Xperi Inc.XPER10,122 shares · 0.0% of their software$78KFlat
- Kaltura, Inc.KLTR36,513 shares · 0.0% of their software$69KNew · Flat
- Sabre CorporationSABR12,781 shares · 0.0% of their software$36KNew · Flat