Generalist · London, United Kingdom
Man Group
Q3 2025 · compared with Q2 2025
Filed as Man Group PLC
- Software
- $6.2B
- Weight of 13F
- 12.3%
- Names
- 146
- Net bought
- +$271M
Filed 14 November 2025 · SEC filing.
Call exposure on these names is $521M across 31 lines. Calls are not in the stock total.
1,801 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
- MicrosoftMSFT3,208,561 shares · 26.6% of their software · price +$65.9M$1.7B+$222M
- AdobeADBE1,177,624 shares · 6.7% of their software · price −$40.2M$415M+$117M
- AutodeskADSK956,181 shares · 4.9% of their software · price +$7.7M$304M+$47.6M
- ServiceNowNOW245,850 shares · 3.6% of their software · price −$26.5M$226M+$77.2M
- Uber Technologies, Inc.UBER2,194,433 shares · 3.4% of their software · price +$10.2M$215M−$57.8M
- SalesforceCRM885,444 shares · 3.4% of their software · price −$31.6M$210M−$112M
- PalantirPLTR1,064,822 shares · 3.1% of their software · price +$49.1M$194M+$22.6M
- HubSpotHUBS412,633 shares · 3.1% of their software · price −$36.7M$193M+$91.0M
- IntuitINTU265,663 shares · 2.9% of their software · price −$27.8M$181M−$25.2M
- VeevaVEEV400,838 shares · 1.9% of their software · price +$4.0M$119M+$29.8M
- VeriSign, Inc.VRSN383,146 shares · 1.7% of their software · price −$3.5M$107M+$49.6M
- CadenceCDNS291,986 shares · 1.6% of their software · price +$12.6M$103M+$36.3M
- GoDaddyGDDY735,396 shares · 1.6% of their software · price −$31.8M$101M+$30.4M
- ZoomZM1,198,861 shares · 1.6% of their software · price +$5.4M$98.9M+$48.5M
- Fiserv, Inc.FISV721,836 shares · 1.5% of their software · price −$31.4M$93.1M+$6.2M
- Automatic Data Processing, Inc.ADP304,245 shares · 1.4% of their software · price −$4.5M$89.3M+$12.8M
- WixWIX497,157 shares · 1.4% of their software · price +$9.5M$88.3M−$59.9M
- monday.comMNDY406,226 shares · 1.3% of their software · price −$49.1M$78.7M+$50.2M
- DuolingoDUOL231,068 shares · 1.2% of their software · price −$20.4M$74.4M+$8.1M
- Palo Alto NetworksPANW335,584 shares · 1.1% of their software$68.3M−$23.8M
- OktaOKTA741,924 shares · 1.1% of their software · price −$6.1M$68.0M+$42.2M
- FortinetFTNT764,645 shares · 1.0% of their software · price −$16.5M$64.3M−$75.4M
- NutanixNTNX752,315 shares · 0.9% of their software · price −$1.5M$56.0M−$9.4M
- OracleORCL191,211 shares · 0.9% of their software · price +$12.0M$53.8M−$8.1M
- Global-EGLBE1,503,728 shares · 0.9% of their software · price +$3.3M$53.8M+$7.7M
- ElasticESTC621,104 shares · 0.8% of their software$52.5M+$16.7M
- Rubrik, Inc.RBRK634,917 shares · 0.8% of their software · price −$4.7M$52.2M−$20.7M
- F5, Inc.FFIV149,458 shares · 0.8% of their software · price +$4.3M$48.3M+$32.8M
- TwilioTWLO480,706 shares · 0.8% of their software · price −$11.7M$48.1M−$32.6M
- Paychex, Inc.PAYX369,394 shares · 0.7% of their software · price −$6.9M$46.8M+$39.1M
- AtlassianTEAM266,026 shares · 0.7% of their software · price −$11.5M$42.5M+$3.0M
- MongoDBMDB126,563 shares · 0.6% of their software · price +$12.7M$39.3M−$34.6M
- DatadogDDOG274,282 shares · 0.6% of their software · price +$2.2M$39.1M−$1.4M
- DropboxDBX1,265,469 shares · 0.6% of their software · price +$2.0M$38.2M+$4.1M
- ZscalerZS125,944 shares · 0.6% of their software · price −$1.8M$37.7M−$803K
- WorkdayWDAY145,683 shares · 0.6% of their software$35.1M−$7.3M
- Lyft, Inc.LYFT1,514,084 shares · 0.5% of their software · price +$9.5M$33.3M+$11.0M
- DocuSignDOCU435,932 shares · 0.5% of their software · price −$2.5M$31.4M+$7.0M
- DynatraceDT631,292 shares · 0.5% of their software · price −$4.3M$30.6M+$1.8M
- VaronisVRNS523,956 shares · 0.5% of their software · price +$3.5M$30.1M−$2.1M
- Roper Technologies, Inc.ROP59,606 shares · 0.5% of their software · price −$4.1M$29.7M+$24.9M
- ToastTOST776,577 shares · 0.5% of their software · price −$6.0M$28.4M+$9.5M
- NetApp, Inc.NTAP235,150 shares · 0.4% of their software · price +$2.8M$27.9M+$12.5M
- BroadridgeBR109,517 shares · 0.4% of their software · price −$532K$26.1M+$18.9M
- Manhattan AssociatesMANH126,867 shares · 0.4% of their software · price +$953K$26.0M−$4.5M
- BoxBOX792,231 shares · 0.4% of their software · price −$1.5M$25.6M+$13.9M
- Check PointCHKP110,830 shares · 0.4% of their software · price −$1.6M$22.9M−$12.0M
- SnowflakeSNOW94,555 shares · 0.3% of their software$21.3M−$874K
- CommvaultCVLT106,465 shares · 0.3% of their software · price +$1.5M$20.1M−$5.0M
- Gen DigitalGEN671,422 shares · 0.3% of their software · price −$678K$19.1M+$2.3M
- SamsaraIOT480,454 shares · 0.3% of their software · price −$1.2M$17.9M−$6.8M
- BILLBILL334,270 shares · 0.3% of their software · price +$2.2M$17.7MFlat
- SentinelOneS1,004,394 shares · 0.3% of their software · price −$673K$17.7M−$4.2M
- FreshworksFRSH1,347,221 shares · 0.3% of their software · price −$4.2M$15.9M+$5.1M
- ShopifySHOP103,472 shares · 0.2% of their software · price +$3.4M$15.4M+$2.5M
- UiPathPATH1,132,609 shares · 0.2% of their software · price +$657K$15.2MFlat
- CloudflareNET67,529 shares · 0.2% of their software · price +$1.3M$14.5M+$2.1M
- Grab Holdings LimitedGRAB2,401,215 shares · 0.2% of their software · price +$2.4M$14.5M−$31.5M
- QualysQLYS105,901 shares · 0.2% of their software · price −$1.1M$14.0M+$3.0M
- PaycomPAYC60,607 shares · 0.2% of their software · price −$1.4M$12.6M−$2.7M
- AppFolioAPPF45,065 shares · 0.2% of their software · price +$2.0M$12.4M−$5.0M
- WaystarWAY319,707 shares · 0.2% of their software · price −$943K$12.1M−$16.8M
- AppLovinAPP16,490 shares · 0.2% of their software · price +$6.1M$11.8M−$21.3M
- PTCPTC57,116 shares · 0.2% of their software · price +$1.8M$11.6M−$4.1M
- Radware Ltd.RDWR432,056 shares · 0.2% of their software · price −$1.3M$11.4M+$4.7M
- Tyler TechnologiesTYL21,405 shares · 0.2% of their software · price −$1.5M$11.2M+$2.4M
- AkamaiAKAM136,346 shares · 0.2% of their software · price −$545K$10.3M−$5.2M
- CoStarCSGP119,259 shares · 0.2% of their software$10.1M+$8.8M
- Strategy IncMSTR30,347 shares · 0.2% of their software · price −$2.5M$9.8M−$4.7M
- TenableTENB325,881 shares · 0.2% of their software · price −$1.5M$9.5M+$3.8M
- GitLabGTLB188,250 shares · 0.1% of their software$8.5MNew · +$8.5M
- DoubleVerifyDV688,947 shares · 0.1% of their software · price −$2.1M$8.3M+$8.7M
- BlackbaudBLKB127,675 shares · 0.1% of their software$8.2M+$2.5M
- Alarm.com Holdings, Inc.ALRM152,867 shares · 0.1% of their software · price −$534K$8.1M−$2.1M
- International Money Express, Inc.IMXI566,979 shares · 0.1% of their software · price +$2.2M$7.9MNew · +$5.7M
- ServiceTitanTTAN77,173 shares · 0.1% of their software$7.8M+$3.7M
- NetScout Systems, Inc.NTCT298,889 shares · 0.1% of their software$7.7MFlat
- Fair IsaacFICO5,043 shares · 0.1% of their software · price −$1.7M$7.5M−$83.6M
- FactSetFDS25,826 shares · 0.1% of their software · price −$4.2M$7.4M+$5.0M
- TeradataTDC343,330 shares · 0.1% of their software$7.4MFlat
- DoximityDOCS96,680 shares · 0.1% of their software · price +$1.1M$7.1M−$12.3M
- Q2QTWO97,019 shares · 0.1% of their software · price −$2.1M$7.0M+$4.0M
- Intapp, Inc.INTA147,816 shares · 0.1% of their software · price −$1.6M$6.0MNew · +$7.6M
- Clear Secure, Inc.YOU177,818 shares · 0.1% of their software · price +$999K$5.9M+$4.7M
- ZoomInfoZI457,105 shares · 0.1% of their software$5.0M—
- SPS CommerceSPSC46,856 shares · 0.1% of their software · price −$1.5M$4.9M−$798K
- Block, Inc.XYZ66,060 shares · 0.1% of their software$4.8M+$739K
- Euronet Worldwide, Inc.EEFT53,426 shares · 0.1% of their software · price −$725K$4.7M+$974K
- PegasystemsPEGA69,768 shares · 0.1% of their software$4.0M+$590K
- The Trade DeskTTD80,004 shares · 0.1% of their software · price −$1.8M$3.9M−$39.2M
- Calix, Inc.CALX62,964 shares · 0.1% of their software · price +$515K$3.9MNew · +$3.3M
- A10 Networks, Inc.ATEN206,937 shares · 0.1% of their software$3.8MFlat
- InterDigital, Inc.IDCC10,260 shares · 0.1% of their software · price +$1.2M$3.5M+$1.7M
- Donnelley Financial Solutions, Inc.DFIN68,271 shares · 0.1% of their software · price −$698K$3.5MFlat
- SchrödingerSDGR163,174 shares · 0.1% of their software$3.3M+$2.3M
- PaylocityPCTY19,944 shares · 0.1% of their software$3.2M−$2.2M
- RingCentralRNG111,297 shares · 0.1% of their software$3.2M+$2.6M
- CoreWeave, Inc.CRWV22,133 shares · 0.0% of their software · price −$580K$3.0M+$2.1M
- CourseraCOUR234,530 shares · 0.0% of their software · price +$692K$2.7M−$2.3M
- Amdocs LimitedDOX33,389 shares · 0.0% of their software$2.7M+$691K
- CrowdStrikeCRWD5,397 shares · 0.0% of their software$2.6M−$21.1M
- MorningstarMORN10,823 shares · 0.0% of their software · price −$887K$2.5M−$1.8M
- DoceboDCBO90,859 shares · 0.0% of their software$2.5M−$1.2M
- GuidewireGWRE10,500 shares · 0.0% of their software$2.4M+$1.2M
- JFrogFROG50,474 shares · 0.0% of their software$2.4M+$725K
- SynopsysSNPS4,643 shares · 0.0% of their software$2.3M+$992K
- Grindr Inc.GRND146,745 shares · 0.0% of their software · price −$1.1M$2.2M+$550K
- LiveRamp Holdings, Inc.RAMP78,375 shares · 0.0% of their software$2.1MFlat
- StoneCo Ltd.STNE108,828 shares · 0.0% of their software$2.1M−$11.6M
- Remitly Global, Inc.RELY124,960 shares · 0.0% of their software$2.0M−$18.8M
- Chime Financial, Inc.CHYM99,568 shares · 0.0% of their software · price −$1.4M$2.0MNew · +$3.4M
- DigitalOceanDOCN49,153 shares · 0.0% of their software$1.7M−$952K
- Bentley SystemsBSY27,760 shares · 0.0% of their software$1.4M−$2.6M
- VeriskVRSK5,135 shares · 0.0% of their software$1.3M−$2.8M
- SprinklrCXM165,314 shares · 0.0% of their software$1.3M+$1.1M
- Rapid7RPD62,772 shares · 0.0% of their software$1.2MFlat
- PDF Solutions, Inc.PDFS42,385 shares · 0.0% of their software$1.1MNew · +$906K
- AppianAPPN31,068 shares · 0.0% of their software$950K−$761K
- Diebold Nixdorf, IncorporatedDBD15,772 shares · 0.0% of their software$899KNew · +$874K
- ACI WorldwideACIW16,271 shares · 0.0% of their software$859K−$1.7M
- AvePointAVPT54,432 shares · 0.0% of their software$817K+$572K
- Sprout SocialSPT58,115 shares · 0.0% of their software$751KFlat
- WeRide Inc.WRD67,907 shares · 0.0% of their software$672KNew · +$535K
- ProcorePCOR7,428 shares · 0.0% of their software$542KNew · +$508K
- Mitek Systems, Inc.MITK52,151 shares · 0.0% of their software$510KFlat
- ePlus inc.PLUS6,641 shares · 0.0% of their software$472K−$2.9M
- SoundThinking, Inc.SSTI30,927 shares · 0.0% of their software$373KFlat
- BlackLineBL5,967 shares · 0.0% of their software$317KFlat
- OneSpan Inc.OSPN18,917 shares · 0.0% of their software$301KFlat
- MNTN, Inc.MNTN14,898 shares · 0.0% of their software$276KNew · Flat
- BackblazeBLZE29,685 shares · 0.0% of their software$275KFlat
- Red Violet, Inc.RDVT5,157 shares · 0.0% of their software$269KNew · Flat
- SS&CSSNC2,912 shares · 0.0% of their software$258K−$1.4M
- UnityU6,362 shares · 0.0% of their software$255KNew · Flat
- GigaCloud Technology Inc.GCT8,811 shares · 0.0% of their software$250KNew · Flat
- Via Transportation, Inc.VIA5,007 shares · 0.0% of their software$241KNew · Flat
- 8x8EGHT108,337 shares · 0.0% of their software$230K—
- Ooma, Inc.OOMA17,193 shares · 0.0% of their software$206KFlat
- AmplitudeAMPL17,794 shares · 0.0% of their software$191KFlat
- PagSeguro Digital Ltd.PAGS17,736 shares · 0.0% of their software$177KNew · Flat
- Thryv Holdings, Inc.THRY10,547 shares · 0.0% of their software$127KNew · Flat
- Paysign, Inc.PAYS18,013 shares · 0.0% of their software$113KNew · Flat
- Commerce.com, Inc.CMRC20,643 shares · 0.0% of their software$103K−$730K
- MicroAlgo Inc.MLGO11,183 shares · 0.0% of their software$102KNew · Flat
- Payoneer Global Inc.PAYO12,821 shares · 0.0% of their software$78KNew · Flat
- Kaltura, Inc.KLTR41,461 shares · 0.0% of their software$60KFlat