Generalist · London, United Kingdom
Man Group
Q2 2025 · compared with Q1 2025
Filed as Man Group PLC
- Software
- $6.2B
- Weight of 13F
- 13.6%
- Names
- 154
- Net bought
- +$2.0B
Filed 14 August 2025 · SEC filing.
Call exposure on these names is $611M across 20 lines. Calls are not in the stock total.
1,795 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
- MicrosoftMSFT2,761,430 shares · 22.3% of their software · price +$337M$1.4B+$342M
- SalesforceCRM1,294,837 shares · 5.7% of their software · price +$5.6M$353M+$254M
- AdobeADBE874,479 shares · 5.5% of their software · price +$2.9M$338M+$164M
- Uber Technologies, Inc.UBER2,814,115 shares · 4.3% of their software · price +$57.5M$263M+$75.4M
- AutodeskADSK802,372 shares · 4.0% of their software · price +$38.3M$248M−$15.3M
- IntuitINTU297,646 shares · 3.8% of their software · price +$51.7M$234M+$57.8M
- ServiceNowNOW170,744 shares · 2.9% of their software · price +$39.6M$176M+$15.4M
- FortinetFTNT1,478,148 shares · 2.5% of their software · price +$14.0M$156M+$37.6M
- HubSpotHUBS249,155 shares · 2.3% of their software · price −$3.7M$139M+$121M
- WixWIX875,167 shares · 2.3% of their software · price −$4.3M$139M+$31.7M
- PalantirPLTR899,307 shares · 2.0% of their software · price +$46.7M$123M+$45.5M
- Fiserv, Inc.FISV685,712 shares · 1.9% of their software · price −$33.2M$118M+$132M
- GoDaddyGDDY566,357 shares · 1.7% of their software$102M+$46.7M
- Fair IsaacFICO50,800 shares · 1.5% of their software · price −$823K$92.9M+$43.9M
- Palo Alto NetworksPANW451,959 shares · 1.5% of their software · price +$15.4M$92.5M+$44.3M
- TwilioTWLO742,898 shares · 1.5% of their software · price +$19.6M$92.4M−$8.7M
- DuolingoDUOL211,344 shares · 1.4% of their software · price +$21.0M$86.7M+$46.8M
- VeevaVEEV297,250 shares · 1.4% of their software · price +$16.8M$85.6M+$15.3M
- Automatic Data Processing, Inc.ADP262,656 shares · 1.3% of their software · price +$754K$81.0M+$18.6M
- Rubrik, Inc.RBRK865,508 shares · 1.3% of their software · price +$24.8M$77.5M+$25.5M
- monday.comMNDY246,519 shares · 1.3% of their software · price +$17.6M$77.5M+$2.7M
- NutanixNTNX875,111 shares · 1.1% of their software · price +$5.8M$66.9M+$60.6M
- MongoDBMDB291,359 shares · 1.0% of their software · price +$10.1M$61.2M+$18.0M
- VeriSign, Inc.VRSN211,339 shares · 1.0% of their software · price +$7.4M$61.0M+$50.5M
- CadenceCDNS174,083 shares · 0.9% of their software · price +$9.4M$53.6M+$22.0M
- AtlassianTEAM251,312 shares · 0.8% of their software · price −$2.3M$51.0M+$6.5M
- OracleORCL228,322 shares · 0.8% of their software · price +$18.0M$49.9M+$16.8M
- The Trade DeskTTD624,700 shares · 0.7% of their software · price +$10.8M$45.0M+$16.3M
- ZoomZM576,453 shares · 0.7% of their software · price +$2.4M$45.0M−$4.2M
- Grab Holdings LimitedGRAB8,654,877 shares · 0.7% of their software · price +$4.3M$43.5M+$15.4M
- TrimbleTRMB567,162 shares · 0.7% of their software · price +$5.9M$43.1M+$20.5M
- Global-EGLBE1,272,721 shares · 0.7% of their software · price −$2.7M$42.7M+$16.8M
- WorkdayWDAY176,259 shares · 0.7% of their software · price +$1.1M$42.3M+$27.8M
- ZscalerZS128,501 shares · 0.7% of their software · price +$14.8M$40.3M+$3.1M
- DatadogDDOG284,633 shares · 0.6% of their software · price +$10.0M$38.2M+$22.9M
- Check PointCHKP165,293 shares · 0.6% of their software · price −$1.1M$36.6M+$26.3M
- ElasticESTC423,350 shares · 0.6% of their software · price −$2.0M$35.7M+$19.7M
- DynatraceDT599,081 shares · 0.5% of their software · price +$4.8M$33.1M−$25.0M
- DropboxDBX1,122,269 shares · 0.5% of their software · price +$2.1M$32.1M+$1.4M
- OktaOKTA319,628 shares · 0.5% of their software · price −$1.7M$32.0M−$2.8M
- WaystarWAY731,401 shares · 0.5% of their software · price +$2.6M$29.9M+$23.8M
- Manhattan AssociatesMANH149,631 shares · 0.5% of their software · price +$3.7M$29.5M+$14.4M
- VaronisVRNS565,709 shares · 0.5% of their software · price +$5.8M$28.7M+$5.8M
- AppLovinAPP77,307 shares · 0.4% of their software · price +$6.6M$27.1M+$19.7M
- DocuSignDOCU346,422 shares · 0.4% of their software · price −$1.2M$27.0M+$19.9M
- SamsaraIOT652,350 shares · 0.4% of their software · price +$946K$26.0M+$9.0M
- ToastTOST563,104 shares · 0.4% of their software · price +$6.3M$24.9M−$2.1M
- CrowdStrikeCRWD46,875 shares · 0.4% of their software · price +$7.3M$23.9M+$13.0M
- CommvaultCVLT135,328 shares · 0.4% of their software · price +$2.2M$23.6M+$2.0M
- SentinelOneS1,236,266 shares · 0.4% of their software$22.6M+$21.8M
- SnowflakeSNOW98,463 shares · 0.4% of their software · price +$7.6M$22.0M+$7.4M
- Alight, Inc.ALIT3,830,799 shares · 0.4% of their software · price −$1.0M$21.7M+$13.8M
- Remitly Global, Inc.RELY1,127,017 shares · 0.3% of their software · price −$2.3M$21.2M+$8.2M
- DoximityDOCS297,902 shares · 0.3% of their software · price +$986K$18.3M−$4.5M
- Gen DigitalGEN593,395 shares · 0.3% of their software · price +$1.7M$17.4M+$15.0M
- Strategy IncMSTR41,956 shares · 0.3% of their software · price +$4.9M$17.0MNew · +$12.1M
- PaycomPAYC72,399 shares · 0.3% of their software · price +$935K$16.8M+$700K
- AkamaiAKAM202,002 shares · 0.3% of their software$16.1M+$9.9M
- AppFolioAPPF66,666 shares · 0.2% of their software · price +$692K$15.4M+$1.1M
- BILLBILL324,611 shares · 0.2% of their software$15.0M+$14.7M
- FreshworksFRSH1,002,003 shares · 0.2% of their software · price +$802K$14.9M+$1.2M
- Paychex, Inc.PAYX100,865 shares · 0.2% of their software · price −$890K$14.7M+$3.6M
- UiPathPATH1,128,402 shares · 0.2% of their software · price +$2.8M$14.4M+$9.7M
- PTCPTC80,984 shares · 0.2% of their software · price +$1.4M$14.0M+$4.6M
- StoneCo Ltd.STNE831,007 shares · 0.2% of their software · price +$4.6M$13.3MNew · +$8.7M
- BoxBOX384,309 shares · 0.2% of their software · price +$1.3M$13.1M−$2.5M
- Lyft, Inc.LYFT818,193 shares · 0.2% of their software · price +$3.2M$12.9M+$2.8M
- NetApp, Inc.NTAP118,162 shares · 0.2% of their software · price +$2.2M$12.6M−$11.1M
- DescartesDSGX122,982 shares · 0.2% of their software$12.5M+$867K
- QualysQLYS84,956 shares · 0.2% of their software · price +$1.4M$12.1M+$2.8M
- Cellebrite DI Ltd.CLBT731,589 shares · 0.2% of their software · price −$2.5M$11.7M+$4.4M
- Full Truck Alliance Co. Ltd.YMM957,015 shares · 0.2% of their software · price −$919K$11.3M+$2.1M
- F5, Inc.FFIV37,997 shares · 0.2% of their software · price +$1.1M$11.2M−$1.7M
- CloudflareNET56,669 shares · 0.2% of their software · price +$4.7M$11.1M−$34.0M
- Alarm.com Holdings, Inc.ALRM190,010 shares · 0.2% of their software$10.7M+$2.1M
- Tyler TechnologiesTYL17,392 shares · 0.2% of their software$10.3M−$3.6M
- ShopifySHOP81,833 shares · 0.2% of their software · price +$1.6M$9.4M−$588K
- BrazeBRZE317,764 shares · 0.1% of their software · price −$2.5M$8.9M+$3.9M
- Roper Technologies, Inc.ROP15,626 shares · 0.1% of their software$8.9MFlat
- TeradataTDC365,564 shares · 0.1% of their software$8.2M+$814K
- Radware Ltd.RDWR270,897 shares · 0.1% of their software · price +$2.1M$8.0MFlat
- BroadridgeBR31,717 shares · 0.1% of their software$7.7M−$15.0M
- SPS CommerceSPSC52,719 shares · 0.1% of their software$7.2MFlat
- TenableTENB211,925 shares · 0.1% of their software$7.2M+$6.8M
- NetScout Systems, Inc.NTCT284,585 shares · 0.1% of their software · price +$1.1M$7.1M+$3.5M
- FactSetFDS14,616 shares · 0.1% of their software$6.5M−$9.7M
- WorkivaWK93,010 shares · 0.1% of their software · price −$694K$6.4M+$4.5M
- PaylocityPCTY31,973 shares · 0.1% of their software$5.8M−$1.4M
- nCinoNCNO205,552 shares · 0.1% of their software$5.7MNew · +$5.6M
- BlackbaudBLKB89,147 shares · 0.1% of their software$5.7M+$2.4M
- MorningstarMORN16,421 shares · 0.1% of their software$5.2M−$857K
- Q2QTWO54,744 shares · 0.1% of their software · price +$743K$5.1M+$1.9M
- ZoomInfoZI481,797 shares · 0.1% of their software$4.9M—
- ServiceTitanTTAN42,310 shares · 0.1% of their software · price +$511K$4.5MNew · +$4.0M
- Euronet Worldwide, Inc.EEFT43,820 shares · 0.1% of their software$4.4M+$1.6M
- VeriskVRSK14,208 shares · 0.1% of their software$4.4M−$3.4M
- CourseraCOUR491,973 shares · 0.1% of their software · price +$1.0M$4.3M+$1.3M
- Donnelley Financial Solutions, Inc.DFIN69,207 shares · 0.1% of their software · price +$1.2M$4.3MFlat
- Bentley SystemsBSY76,381 shares · 0.1% of their software · price +$1.1M$4.1M−$2.5M
- DoceboDCBO131,699 shares · 0.1% of their software$3.8M+$2.1M
- A10 Networks, Inc.ATEN196,138 shares · 0.1% of their software · price +$590K$3.8MFlat
- Block, Inc.XYZ55,188 shares · 0.1% of their software · price +$751K$3.7M+$2.4M
- ePlus inc.PLUS46,840 shares · 0.1% of their software · price +$519K$3.4M+$713K
- PegasystemsPEGA58,875 shares · 0.1% of their software · price −$906K$3.2MNew · +$4.1M
- Grindr Inc.GRND122,506 shares · 0.0% of their software · price +$588K$2.8MNew · +$2.2M
- ACI WorldwideACIW53,858 shares · 0.0% of their software$2.5M+$1.1M
- DigitalOceanDOCN82,485 shares · 0.0% of their software$2.4MFlat
- Amdocs LimitedDOX25,814 shares · 0.0% of their software$2.4MFlat
- LiveRamp Holdings, Inc.RAMP70,323 shares · 0.0% of their software$2.3M+$905K
- Clearwater AnalyticsCWAN101,310 shares · 0.0% of their software$2.2M—
- OpenTextOTEX69,533 shares · 0.0% of their software$2.0M−$1.9M
- AppianAPPN56,555 shares · 0.0% of their software$1.7M+$1.3M
- SS&CSSNC20,311 shares · 0.0% of their software$1.7M−$8.2M
- DoubleVerifyDV105,074 shares · 0.0% of their software$1.6MNew · +$1.4M
- CoreWeave, Inc.CRWV9,426 shares · 0.0% of their software · price +$1.2M$1.5MNew · Flat
- JFrogFROG33,951 shares · 0.0% of their software$1.5M−$627K
- Sprout SocialSPT70,943 shares · 0.0% of their software$1.5MNew · +$1.6M
- SynopsysSNPS2,708 shares · 0.0% of their software$1.4MFlat
- GuidewireGWRE5,575 shares · 0.0% of their software$1.3M−$567K
- Rezolve AI PLCRZLV415,971 shares · 0.0% of their software · price +$776K$1.3MFlat
- LightspeedLSPD108,307 shares · 0.0% of their software$1.3M+$704K
- Rapid7RPD53,064 shares · 0.0% of their software$1.2MNew · +$1.4M
- Corpay, Inc.CPAY3,616 shares · 0.0% of their software$1.2MFlat
- SchrödingerSDGR46,695 shares · 0.0% of their software$940KNew · +$922K
- CoStarCSGP10,368 shares · 0.0% of their software$834KFlat
- Commerce.com, Inc.CMRC166,564 shares · 0.0% of their software$833KFlat
- Consensus Cloud Solutions, Inc.CCSI34,929 shares · 0.0% of their software$805KFlat
- SailPointSAIL28,887 shares · 0.0% of their software$660KFlat
- InterDigital, Inc.IDCC2,630 shares · 0.0% of their software$590K−$3.8M
- SemrushSEMR58,668 shares · 0.0% of their software$531KFlat
- Ibotta, Inc.IBTA14,442 shares · 0.0% of their software$529KNew · +$609K
- RingCentralRNG18,279 shares · 0.0% of their software$518KNew · Flat
- SoundThinking, Inc.SSTI38,166 shares · 0.0% of their software$498KFlat
- BackblazeBLZE89,073 shares · 0.0% of their software$490KFlat
- Upbound Group, Inc.UPBD19,331 shares · 0.0% of their software$485KFlat
- AmplitudeAMPL38,719 shares · 0.0% of their software$480KNew · Flat
- AvePointAVPT24,807 shares · 0.0% of their software$479KNew · Flat
- AsanaASAN33,411 shares · 0.0% of their software$451KNew · Flat
- OneSpan Inc.OSPN22,044 shares · 0.0% of their software$368KFlat
- Bandwidth Inc.BAND21,132 shares · 0.0% of their software$336KFlat
- SprinklrCXM36,476 shares · 0.0% of their software$309KNew · Flat
- BlackLineBL4,323 shares · 0.0% of their software$245KNew · Flat
- Sabre CorporationSABR77,277 shares · 0.0% of their software$244KFlat
- PagerDutyPD15,969 shares · 0.0% of their software$244KNew · Flat
- Clear Secure, Inc.YOU8,544 shares · 0.0% of their software$237K−$608K
- Ooma, Inc.OOMA16,486 shares · 0.0% of their software$213KFlat
- SimilarwebSMWB26,700 shares · 0.0% of their software$209KNew · Flat
- 8x8EGHT102,950 shares · 0.0% of their software$202K—
- Mitek Systems, Inc.MITK20,063 shares · 0.0% of their software$199KNew · Flat
- DLocal LimitedDLO11,472 shares · 0.0% of their software$130KNew · Flat
- Health CatalystHCAT24,247 shares · 0.0% of their software$91KFlat
- Kaltura, Inc.KLTR41,461 shares · 0.0% of their software$83KFlat
- Blend Labs, Inc.BLND24,359 shares · 0.0% of their software$80KFlat
- FastlyFSLY10,444 shares · 0.0% of their software$74KFlat