Generalist · London, United Kingdom
Man Group
Q4 2025 · compared with Q3 2025
Filed as Man Group PLC
- Software
- $5.7B
- Weight of 13F
- 11.0%
- Names
- 146
- Net bought
- +$1.3B
Filed 17 February 2026 · SEC filing.
Call exposure on these names is $437M across 29 lines. Calls are not in the stock total.
1,865 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
- MicrosoftMSFT3,402,359 shares · 29.0% of their software · price −$117M$1.6B+$100M
- AdobeADBE1,053,533 shares · 6.5% of their software · price −$2.9M$369M−$43.8M
- AutodeskADSK1,229,946 shares · 6.4% of their software · price −$26.6M$364M+$87.0M
- ServiceNowNOW1,799,035 shares · 4.9% of their software · price −$1.4B$276M+$1.4B
- Uber Technologies, Inc.UBER3,266,787 shares · 4.7% of their software · price −$53.1M$267M+$105M
- HubSpotHUBS535,882 shares · 3.8% of their software · price −$35.6M$215M+$57.7M
- CadenceCDNS597,455 shares · 3.3% of their software · price −$23.1M$187M+$107M
- VeevaVEEV715,977 shares · 2.8% of their software · price −$53.5M$160M+$93.9M
- PalantirPLTR881,333 shares · 2.8% of their software · price −$4.1M$157M−$33.5M
- IntuitINTU227,295 shares · 2.7% of their software · price −$4.7M$151M−$26.2M
- SalesforceCRM536,666 shares · 2.5% of their software · price +$15.0M$142M−$82.7M
- OracleORCL528,488 shares · 1.8% of their software · price −$45.6M$103M+$94.9M
- GoDaddyGDDY798,643 shares · 1.7% of their software · price −$10.2M$99.1M+$8.7M
- VeriSign, Inc.VRSN317,367 shares · 1.4% of their software · price −$11.6M$77.1M−$18.4M
- AtlassianTEAM405,120 shares · 1.2% of their software · price +$988K$65.7M+$22.2M
- ZscalerZS248,861 shares · 1.0% of their software · price −$18.6M$56.0M+$36.8M
- TwilioTWLO390,713 shares · 1.0% of their software · price +$16.5M$55.6M−$9.0M
- FortinetFTNT678,455 shares · 0.9% of their software · price −$3.2M$53.9M−$7.2M
- DocuSignDOCU736,620 shares · 0.9% of their software · price −$2.7M$50.4M+$21.7M
- Automatic Data Processing, Inc.ADP188,420 shares · 0.9% of their software · price −$6.8M$48.5M−$34.0M
- CloudflareNET241,799 shares · 0.8% of their software · price −$4.2M$47.7M+$37.4M
- monday.comMNDY301,179 shares · 0.8% of their software · price −$13.9M$44.4M−$20.3M
- ZoomZM504,549 shares · 0.8% of their software · price +$1.9M$43.5M−$57.3M
- DropboxDBX1,259,354 shares · 0.6% of their software · price −$3.0M$35.0MFlat
- Grab Holdings LimitedGRAB6,954,257 shares · 0.6% of their software · price −$7.2M$34.7M+$27.4M
- OktaOKTA395,681 shares · 0.6% of their software · price −$2.1M$34.2M−$31.8M
- Global-EGLBE808,833 shares · 0.6% of their software · price +$2.9M$31.8M−$24.8M
- Palo Alto NetworksPANW163,592 shares · 0.5% of their software · price −$3.2M$30.1M−$35.0M
- ShopifySHOP185,731 shares · 0.5% of their software · price +$2.3M$29.9M+$12.2M
- BroadridgeBR133,689 shares · 0.5% of their software · price −$2.0M$29.8M+$5.8M
- NetApp, Inc.NTAP274,232 shares · 0.5% of their software · price −$3.1M$29.4M+$4.6M
- WixWIX269,150 shares · 0.5% of their software · price −$19.8M$28.0M−$40.5M
- DynatraceDT613,615 shares · 0.5% of their software · price −$3.1M$26.6M−$856K
- DatadogDDOG190,367 shares · 0.5% of their software · price −$1.2M$25.9M−$11.9M
- BoxBOX853,576 shares · 0.4% of their software · price −$2.0M$25.5M+$2.0M
- Fiserv, Inc.FISV357,650 shares · 0.4% of their software · price −$22.1M$24.0M−$47.0M
- Roper Technologies, Inc.ROP42,866 shares · 0.3% of their software · price −$2.3M$19.1M−$8.3M
- NutanixNTNX369,141 shares · 0.3% of their software · price −$8.4M$19.1M−$28.5M
- Manhattan AssociatesMANH107,775 shares · 0.3% of their software · price −$3.4M$18.7M−$3.9M
- International Money Express, Inc.IMXI1,153,023 shares · 0.3% of their software · price +$1.6M$17.7M+$8.2M
- WorkdayWDAY78,152 shares · 0.3% of their software · price −$2.0M$16.8M−$16.3M
- Clearwater AnalyticsCWAN691,278 shares · 0.3% of their software$16.7MNew
- Check PointCHKP89,298 shares · 0.3% of their software · price −$1.9M$16.6M−$4.5M
- Rubrik, Inc.RBRK214,151 shares · 0.3% of their software · price −$1.2M$16.4M−$34.6M
- The Trade DeskTTD424,800 shares · 0.3% of their software · price −$4.7M$16.1M+$16.9M
- ElasticESTC208,889 shares · 0.3% of their software · price −$1.9M$15.8M−$34.8M
- AppLovinAPP22,492 shares · 0.3% of their software · price −$1.0M$15.2M+$4.3M
- CoStarCSGP225,253 shares · 0.3% of their software · price −$3.9M$15.1M+$8.9M
- ToastTOST414,674 shares · 0.3% of their software$14.7M−$13.2M
- StoneCo Ltd.STNE880,955 shares · 0.2% of their software · price −$3.6M$13.0M+$14.6M
- FactSetFDS43,790 shares · 0.2% of their software$12.7M+$5.1M
- Lyft, Inc.LYFT639,553 shares · 0.2% of their software · price −$1.7M$12.4M−$19.2M
- PTCPTC70,250 shares · 0.2% of their software · price −$2.0M$12.2M+$2.7M
- MongoDBMDB29,030 shares · 0.2% of their software · price +$3.2M$12.2M−$30.3M
- PaycomPAYC69,595 shares · 0.2% of their software · price −$3.4M$11.1M+$1.9M
- SentinelOneS734,105 shares · 0.2% of their software · price −$1.9M$11.0M−$4.8M
- InterDigital, Inc.IDCC33,750 shares · 0.2% of their software · price −$906K$10.7M+$8.1M
- Fair IsaacFICO5,800 shares · 0.2% of their software · price +$1.1M$9.8M+$1.1M
- nCinoNCNO366,209 shares · 0.2% of their software · price −$538K$9.4MNew · +$9.9M
- QualysQLYS69,771 shares · 0.2% of their software$9.3M−$4.8M
- Radware Ltd.RDWR375,777 shares · 0.2% of their software · price −$902K$9.1M−$1.5M
- SnowflakeSNOW40,618 shares · 0.2% of their software$8.9M−$12.2M
- SS&CSSNC97,769 shares · 0.2% of their software$8.5M+$8.4M
- Tyler TechnologiesTYL18,527 shares · 0.1% of their software · price −$1.3M$8.4M−$1.5M
- SchrödingerSDGR441,363 shares · 0.1% of their software · price −$962K$7.9M+$5.6M
- F5, Inc.FFIV30,574 shares · 0.1% of their software · price −$2.1M$7.8M−$38.4M
- UiPathPATH461,921 shares · 0.1% of their software · price +$1.4M$7.6M−$9.0M
- AppFolioAPPF32,038 shares · 0.1% of their software · price −$1.4M$7.5M−$3.6M
- Intapp, Inc.INTA161,461 shares · 0.1% of their software · price +$794K$7.4M+$558K
- BlackbaudBLKB115,691 shares · 0.1% of their software$7.3M−$771K
- Clear Secure, Inc.YOU204,169 shares · 0.1% of their software$7.2M+$880K
- DoximityDOCS160,834 shares · 0.1% of their software · price −$4.6M$7.1M+$4.7M
- VaronisVRNS216,798 shares · 0.1% of their software · price −$5.3M$7.1M−$17.7M
- TeradataTDC230,300 shares · 0.1% of their software · price +$2.1M$7.0M−$2.4M
- PegasystemsPEGA115,501 shares · 0.1% of their software$6.9M+$2.6M
- Gen DigitalGEN231,067 shares · 0.1% of their software$6.3M−$12.5M
- PaylocityPCTY39,792 shares · 0.1% of their software$6.1M+$3.2M
- Calix, Inc.CALX114,307 shares · 0.1% of their software · price −$965K$6.1M+$3.2M
- Amdocs LimitedDOX73,454 shares · 0.1% of their software$5.9M+$3.3M
- Block, Inc.XYZ88,805 shares · 0.1% of their software · price −$638K$5.8M+$1.6M
- Euronet Worldwide, Inc.EEFT66,702 shares · 0.1% of their software · price −$780K$5.1M+$1.2M
- MagniteMGNI311,536 shares · 0.1% of their software · price −$1.7M$5.1MNew · +$6.8M
- Bentley SystemsBSY128,686 shares · 0.1% of their software · price −$1.7M$4.9M+$5.2M
- DescartesDSGX55,521 shares · 0.1% of their software$4.9MNew · +$5.2M
- TenableTENB204,667 shares · 0.1% of their software · price −$1.2M$4.8M−$3.5M
- CrowdStrikeCRWD10,194 shares · 0.1% of their software$4.8M+$2.4M
- RingCentralRNG147,173 shares · 0.1% of their software$4.3M+$1.0M
- VeriskVRSK18,551 shares · 0.1% of their software · price −$516K$4.1M+$3.4M
- NetScout Systems, Inc.NTCT153,178 shares · 0.1% of their software$4.1M−$3.8M
- ZoomInfoZI406,525 shares · 0.1% of their software$4.1M—
- DoubleVerifyDV334,469 shares · 0.1% of their software$3.8M−$4.2M
- Strategy IncMSTR24,763 shares · 0.1% of their software · price −$4.2M$3.8M−$1.8M
- CommvaultCVLT29,930 shares · 0.1% of their software · price −$1.9M$3.8M−$14.4M
- Figma, Inc.FIG95,633 shares · 0.1% of their software · price −$1.4M$3.6MNew · +$5.0M
- GuidewireGWRE17,344 shares · 0.1% of their software · price −$500K$3.5M+$1.6M
- A10 Networks, Inc.ATEN190,333 shares · 0.1% of their software$3.4MFlat
- DuolingoDUOL18,019 shares · 0.1% of their software · price −$2.6M$3.2M−$68.6M
- FreshworksFRSH249,415 shares · 0.1% of their software$3.1M−$12.9M
- OpenTextOTEX90,248 shares · 0.1% of their software$2.9MNew · +$3.4M
- Donnelley Financial Solutions, Inc.DFIN59,924 shares · 0.0% of their software$2.8MFlat
- Core Scientific, Inc.CORZ183,386 shares · 0.0% of their software · price −$620K$2.7MNew · +$3.3M
- SamsaraIOT71,095 shares · 0.0% of their software$2.5M−$15.2M
- WEX Inc.WEX16,719 shares · 0.0% of their software$2.5MNew · +$2.6M
- UnityU54,958 shares · 0.0% of their software$2.4M+$1.9M
- MorningstarMORN9,536 shares · 0.0% of their software$2.1MFlat
- Rapid7RPD131,051 shares · 0.0% of their software$2.0M+$1.3M
- SynopsysSNPS3,859 shares · 0.0% of their software$1.8MFlat
- AppianAPPN48,686 shares · 0.0% of their software$1.7M+$539K
- LightspeedLSPD139,700 shares · 0.0% of their software$1.7MNew · +$1.6M
- SPS CommerceSPSC18,556 shares · 0.0% of their software$1.7M−$2.9M
- AmplitudeAMPL138,522 shares · 0.0% of their software$1.6M+$1.3M
- BlackLineBL28,359 shares · 0.0% of their software$1.6M+$1.2M
- MNTN, Inc.MNTN125,314 shares · 0.0% of their software · price −$828K$1.5M+$2.0M
- CourseraCOUR193,605 shares · 0.0% of their software · price −$842K$1.4MFlat
- CCC Intelligent Solutions Holdings Inc.CCC178,001 shares · 0.0% of their software$1.4MNew · +$1.6M
- ServiceTitanTTAN13,122 shares · 0.0% of their software$1.4M−$6.5M
- Alarm.com Holdings, Inc.ALRM25,022 shares · 0.0% of their software$1.3M−$6.8M
- Pagaya Technologies Ltd.PGY54,473 shares · 0.0% of their software$1.1MNew · +$1.6M
- GitLabGTLB29,128 shares · 0.0% of their software$1.1M−$7.2M
- N-ableNABL136,495 shares · 0.0% of their software$1.0MNew · +$1.1M
- Sprout SocialSPT84,306 shares · 0.0% of their software$950KFlat
- GigaCloud Technology Inc.GCT22,804 shares · 0.0% of their software$896KFlat
- DigitalOceanDOCN18,601 shares · 0.0% of their software$895K−$1.0M
- Paychex, Inc.PAYX7,392 shares · 0.0% of their software$829K−$45.9M
- Five9FIVN40,233 shares · 0.0% of their software$807KNew · +$974K
- PhreesiaPHR43,666 shares · 0.0% of their software$739KNew · +$1.0M
- ProcorePCOR9,187 shares · 0.0% of their software$668KFlat
- Payoneer Global Inc.PAYO112,445 shares · 0.0% of their software$632K+$603K
- Cognyte Software Ltd.CGNT60,200 shares · 0.0% of their software$566KNew · +$506K
- Mitek Systems, Inc.MITK50,964 shares · 0.0% of their software$538KFlat
- AvePointAVPT31,694 shares · 0.0% of their software$440KFlat
- PaymentusPAY13,551 shares · 0.0% of their software$428KNew · Flat
- DomoDOMO33,957 shares · 0.0% of their software$286KNew
- SprinklrCXM33,691 shares · 0.0% of their software$262K−$1.0M
- DoceboDCBO11,600 shares · 0.0% of their software$258K−$2.2M
- Rezolve AI PLCRZLV96,198 shares · 0.0% of their software$247KNew · Flat
- PagerDutyPD17,438 shares · 0.0% of their software$229KNew · Flat
- 8x8EGHT113,726 shares · 0.0% of their software$224K—
- Ooma, Inc.OOMA18,073 shares · 0.0% of their software$212KFlat
- Forum Markets, IncorporatedFRMM34,002 shares · 0.0% of their software$167KNew · Flat
- SoundThinking, Inc.SSTI14,278 shares · 0.0% of their software$115KFlat
- Thryv Holdings, Inc.THRY17,657 shares · 0.0% of their software$107KFlat
- Alight, Inc.ALIT51,829 shares · 0.0% of their software$101KNew · Flat
- BlackBerry LimitedBB24,200 shares · 0.0% of their software$92KNew · Flat
- Paysign, Inc.PAYS13,715 shares · 0.0% of their software$71KFlat
- Riskified Ltd.RSKD10,000 shares · 0.0% of their software$50KNew · Flat