Generalist · London, United Kingdom
Man Group
Q1 2026 · compared with Q4 2025
Filed as Man Group PLC
- Software
- $4.3B
- Weight of 13F
- 9.0%
- Names
- 155
- Net bought
- −$75.8M
Call exposure on these names is $585M across 28 lines. Calls are not in the stock total.
1,982 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
- MicrosoftMSFT3,399,672 shares · 29.4% of their software · price −$386M$1.3BFlat
- AdobeADBE1,256,780 shares · 7.1% of their software · price −$134M$305M+$71.1M
- AutodeskADSK991,782 shares · 5.5% of their software · price −$56.1M$237M−$70.5M
- ServiceNowNOW2,219,481 shares · 5.4% of their software · price −$108M$232M+$64.4M
- CadenceCDNS540,027 shares · 3.5% of their software · price −$18.7M$150M−$18.0M
- Uber Technologies, Inc.UBER1,974,310 shares · 3.3% of their software · price −$19.3M$142M−$106M
- VeevaVEEV674,695 shares · 2.8% of their software · price −$32.1M$119M−$9.2M
- IntuitINTU222,855 shares · 2.2% of their software · price −$51.3M$96.4M−$2.9M
- HubSpotHUBS361,415 shares · 2.1% of their software · price −$56.8M$88.2M−$70.0M
- Clearwater AnalyticsCWAN3,577,912 shares · 2.0% of their software$84.6M—
- SalesforceCRM446,763 shares · 1.9% of their software · price −$35.0M$83.4M−$23.8M
- AtlassianTEAM1,139,984 shares · 1.8% of their software · price −$107M$77.8M+$119M
- GoDaddyGDDY789,800 shares · 1.5% of their software · price −$32.7M$65.3M−$1.1M
- PalantirPLTR348,682 shares · 1.2% of their software · price −$11.0M$51.0M−$94.7M
- NetApp, Inc.NTAP492,843 shares · 1.2% of their software · price −$2.3M$50.5M+$23.4M
- DocuSignDOCU1,049,084 shares · 1.2% of their software · price −$22.0M$49.7M+$21.4M
- Automatic Data Processing, Inc.ADP241,302 shares · 1.1% of their software · price −$13.0M$49.0M+$13.6M
- BroadridgeBR279,827 shares · 1.1% of their software · price −$17.0M$45.5M+$32.6M
- FortinetFTNT492,550 shares · 0.9% of their software · price +$1.1M$40.3M−$14.8M
- TwilioTWLO296,190 shares · 0.9% of their software · price −$4.9M$37.3M−$13.4M
- VeriSign, Inc.VRSN149,764 shares · 0.9% of their software · price +$810K$37.2M−$40.7M
- F5, Inc.FFIV128,432 shares · 0.9% of their software · price +$4.4M$37.2M+$25.0M
- ShopifySHOP303,851 shares · 0.8% of their software · price −$12.9M$36.0M+$19.0M
- OracleORCL234,602 shares · 0.8% of their software · price −$11.2M$34.5M−$57.3M
- Check PointCHKP228,875 shares · 0.8% of their software · price −$9.8M$32.7M+$25.9M
- ToastTOST1,079,486 shares · 0.7% of their software · price −$9.7M$28.6M+$23.6M
- CoreWeave, Inc.CRWV364,028 shares · 0.7% of their software · price +$2.1M$28.2MNew · +$26.1M
- BoxBOX1,186,356 shares · 0.7% of their software · price −$7.4M$28.0M+$10.0M
- DropboxDBX1,166,705 shares · 0.6% of their software · price −$5.9M$26.5M−$2.6M
- ZscalerZS177,225 shares · 0.6% of their software · price −$15.0M$24.9M−$16.1M
- Global-EGLBE792,049 shares · 0.6% of their software · price −$6.7M$24.4M−$660K
- WorkdayWDAY172,093 shares · 0.5% of their software · price −$14.6M$22.4M+$20.2M
- International Money Express, Inc.IMXI1,304,169 shares · 0.5% of their software · price +$574K$20.6M+$2.3M
- Grab Holdings LimitedGRAB5,236,679 shares · 0.4% of their software · price −$7.0M$19.2M−$8.6M
- Palo Alto NetworksPANW119,166 shares · 0.4% of their software · price −$2.8M$19.1M−$8.2M
- FactSetFDS87,147 shares · 0.4% of their software · price −$6.4M$18.9M+$12.6M
- The Trade DeskTTD813,219 shares · 0.4% of their software · price −$12.4M$18.5M+$14.7M
- Manhattan AssociatesMANH137,581 shares · 0.4% of their software · price −$5.5M$18.3M+$5.2M
- AppLovinAPP45,467 shares · 0.4% of their software · price −$12.5M$18.1MSplit
- NCR Atleos CorporationNATL410,000 shares · 0.4% of their software · price +$2.2M$17.9MNew · +$15.6M
- ZoomZM212,448 shares · 0.4% of their software · price −$1.3M$17.1M−$25.2M
- SynopsysSNPS43,011 shares · 0.4% of their software · price −$3.2M$17.1M+$18.4M
- Tyler TechnologiesTYL48,680 shares · 0.4% of their software · price −$5.4M$16.7M+$13.7M
- Calix, Inc.CALX280,313 shares · 0.3% of their software · price −$1.1M$13.7M+$8.8M
- Clear Secure, Inc.YOU276,579 shares · 0.3% of their software · price +$3.7M$13.4M+$2.5M
- InterDigital, Inc.IDCC43,699 shares · 0.3% of their software · price −$716K$13.2M+$3.2M
- Strategy IncMSTR104,688 shares · 0.3% of their software · price −$2.8M$13.1M+$12.1M
- GuidewireGWRE86,727 shares · 0.3% of their software · price −$4.5M$13.0M+$13.9M
- PaycomPAYC104,010 shares · 0.3% of their software · price −$3.9M$12.6M+$5.5M
- MongoDBMDB51,012 shares · 0.3% of their software · price −$8.9M$12.5M+$9.2M
- SnowflakeSNOW82,001 shares · 0.3% of their software · price −$5.6M$12.4M+$9.1M
- GitLabGTLB549,597 shares · 0.3% of their software · price −$8.7M$11.9M+$19.5M
- OktaOKTA149,035 shares · 0.3% of their software · price −$1.2M$11.7M−$21.3M
- monday.comMNDY161,862 shares · 0.3% of their software · price −$12.7M$11.2M−$20.6M
- CloudflareNET53,712 shares · 0.3% of their software$11.1M−$37.1M
- DatadogDDOG93,056 shares · 0.3% of their software · price −$1.7M$11.0M−$13.2M
- SS&CSSNC157,843 shares · 0.2% of their software · price −$3.1M$10.7M+$5.3M
- Fair IsaacFICO9,971 shares · 0.2% of their software · price −$6.2M$10.6M+$7.1M
- DynatraceDT261,298 shares · 0.2% of their software · price −$1.7M$9.7M−$15.3M
- Lyft, Inc.LYFT722,416 shares · 0.2% of their software · price −$4.4M$9.6M+$1.6M
- NutanixNTNX218,333 shares · 0.2% of their software · price −$3.0M$8.3M−$7.8M
- MagniteMGNI663,957 shares · 0.2% of their software · price −$2.9M$7.9M+$5.7M
- SchrödingerSDGR681,103 shares · 0.2% of their software · price −$4.4M$7.7M+$4.3M
- SentinelOneS591,815 shares · 0.2% of their software · price −$1.3M$7.6M−$2.1M
- DuolingoDUOL76,115 shares · 0.2% of their software · price −$5.9M$7.5M+$10.2M
- nCinoNCNO496,068 shares · 0.2% of their software · price −$5.3M$7.4M+$3.3M
- CommvaultCVLT92,688 shares · 0.2% of their software · price −$4.4M$7.2M+$7.9M
- AppFolioAPPF44,743 shares · 0.2% of their software · price −$3.3M$7.1M+$3.0M
- Fiserv, Inc.FISV126,446 shares · 0.2% of their software · price −$1.4M$7.1M−$15.5M
- A10 Networks, Inc.ATEN304,441 shares · 0.2% of their software · price +$1.7M$7.0M+$2.0M
- PaylocityPCTY61,388 shares · 0.2% of their software · price −$2.7M$6.6M+$3.3M
- Euronet Worldwide, Inc.EEFT97,440 shares · 0.2% of their software · price −$949K$6.5M+$2.3M
- QualysQLYS73,333 shares · 0.2% of their software · price −$3.3M$6.4MFlat
- Block, Inc.XYZ106,829 shares · 0.2% of their software · price −$525K$6.4M+$1.2M
- WixWIX70,685 shares · 0.1% of their software · price −$977K$6.4M−$20.6M
- UiPathPATH553,718 shares · 0.1% of their software · price −$2.9M$6.1M+$1.5M
- CrowdStrikeCRWD14,076 shares · 0.1% of their software · price −$1.1M$5.5M+$1.8M
- PegasystemsPEGA128,871 shares · 0.1% of their software · price −$2.2M$5.5M+$798K
- WorkivaWK90,607 shares · 0.1% of their software · price −$2.4M$5.4MNew · +$7.8M
- TeradataTDC204,470 shares · 0.1% of their software · price −$984K$5.2M−$786K
- VaronisVRNS241,995 shares · 0.1% of their software · price −$2.7M$5.2M+$826K
- LightspeedLSPD548,800 shares · 0.1% of their software · price −$1.7M$4.9M+$4.9M
- DescartesDSGX67,491 shares · 0.1% of their software · price −$1.1M$4.8M+$1.0M
- SemrushSEMR404,323 shares · 0.1% of their software$4.8MNew
- Amdocs LimitedDOX73,452 shares · 0.1% of their software · price −$1.1M$4.8MFlat
- GigaCloud Technology Inc.GCT99,860 shares · 0.1% of their software · price +$609K$4.5M+$3.0M
- BlackbaudBLKB112,233 shares · 0.1% of their software · price −$2.8M$4.3MFlat
- WEX Inc.WEX25,598 shares · 0.1% of their software$3.9M+$1.3M
- Intapp, Inc.INTA151,965 shares · 0.1% of their software · price −$3.1M$3.9MFlat
- DoximityDOCS161,584 shares · 0.1% of their software · price −$3.4M$3.8MFlat
- RingCentralRNG100,197 shares · 0.1% of their software · price +$833K$3.7M−$1.4M
- UnityU161,005 shares · 0.1% of their software · price −$3.6M$3.5M+$4.7M
- AmplitudeAMPL478,338 shares · 0.1% of their software · price −$2.3M$3.3M+$3.9M
- StoneCo Ltd.STNE221,414 shares · 0.1% of their software$3.1M−$9.8M
- Red Violet, Inc.RDVT85,675 shares · 0.1% of their software · price −$1.9M$3.0MNew · +$4.9M
- DoubleVerifyDV308,641 shares · 0.1% of their software · price −$599K$2.9MFlat
- Pagaya Technologies Ltd.PGY230,974 shares · 0.1% of their software · price −$2.1M$2.7M+$3.7M
- CoStarCSGP64,729 shares · 0.1% of their software · price −$1.7M$2.6M−$10.8M
- SPS CommerceSPSC45,789 shares · 0.1% of their software · price −$1.5M$2.5M+$2.4M
- ZoomInfoZI416,840 shares · 0.1% of their software$2.5M—
- Donnelley Financial Solutions, Inc.DFIN51,994 shares · 0.1% of their software$2.5MFlat
- PagSeguro Digital Ltd.PAGS236,770 shares · 0.1% of their software$2.4MNew · +$2.3M
- MNTN, Inc.MNTN268,814 shares · 0.1% of their software · price −$844K$2.4M+$1.7M
- AkamaiAKAM16,288 shares · 0.0% of their software$1.9MNew · +$1.4M
- Bandwidth Inc.BAND102,228 shares · 0.0% of their software$1.8MNew · +$1.6M
- SamsaraIOT55,444 shares · 0.0% of their software$1.8M−$555K
- CourseraCOUR296,500 shares · 0.0% of their software$1.7M+$757K
- ElasticESTC33,781 shares · 0.0% of their software · price −$860K$1.7M−$13.2M
- Rapid7RPD300,692 shares · 0.0% of their software · price −$2.9M$1.7M+$2.6M
- Diebold Nixdorf, IncorporatedDBD21,130 shares · 0.0% of their software$1.6MNew · +$1.4M
- KlaviyoKVYO76,651 shares · 0.0% of their software · price −$997K$1.5MNew · +$2.5M
- PTCPTC10,405 shares · 0.0% of their software$1.5M−$10.4M
- Five9FIVN96,147 shares · 0.0% of their software$1.5M+$1.1M
- ProgressPRGS54,593 shares · 0.0% of their software · price −$945K$1.4MNew · +$2.3M
- Radware Ltd.RDWR52,481 shares · 0.0% of their software$1.4M−$7.8M
- PhreesiaPHR137,393 shares · 0.0% of their software · price −$1.2M$1.2M+$1.6M
- Paychex, Inc.PAYX12,421 shares · 0.0% of their software$1.1M+$564K
- Core Scientific, Inc.CORZ76,283 shares · 0.0% of their software$1.1M−$1.6M
- N-ableNABL237,669 shares · 0.0% of their software · price −$668K$1.1M+$757K
- VeriskVRSK5,745 shares · 0.0% of their software$1.1M−$2.9M
- BlackLineBL28,534 shares · 0.0% of their software · price −$522K$1.1MFlat
- AppianAPPN42,440 shares · 0.0% of their software$1.0MFlat
- Q2QTWO20,726 shares · 0.0% of their software · price −$515K$980KNew · +$1.5M
- PubMaticPUBM117,730 shares · 0.0% of their software$963KNew · +$1.0M
- TenableTENB54,095 shares · 0.0% of their software$915K−$3.5M
- Chime Financial, Inc.CHYM40,164 shares · 0.0% of their software$752KNew · +$1.0M
- Alarm.com Holdings, Inc.ALRM16,879 shares · 0.0% of their software$729KFlat
- Telos CorporationTLS166,562 shares · 0.0% of their software$698KNew · +$849K
- AvePointAVPT72,340 shares · 0.0% of their software$688K+$565K
- Sprout SocialSPT120,514 shares · 0.0% of their software · price −$671K$687KFlat
- PDF Solutions, Inc.PDFS18,777 shares · 0.0% of their software$614KNew · +$536K
- CertaraCERT106,342 shares · 0.0% of their software$606KNew · +$937K
- Mitek Systems, Inc.MITK44,217 shares · 0.0% of their software$597KFlat
- Upbound Group, Inc.UPBD31,469 shares · 0.0% of their software$568KNew · +$553K
- ProcorePCOR9,412 shares · 0.0% of their software$536KFlat
- NetScout Systems, Inc.NTCT16,275 shares · 0.0% of their software$517K−$3.7M
- DomoDOMO168,065 shares · 0.0% of their software$514K—
- Roper Technologies, Inc.ROP1,446 shares · 0.0% of their software$512K−$18.4M
- Cognyte Software Ltd.CGNT60,200 shares · 0.0% of their software$488KFlat
- Bentley SystemsBSY11,866 shares · 0.0% of their software$417K−$4.5M
- DigitalOceanDOCN4,549 shares · 0.0% of their software$390K−$676K
- MorningstarMORN2,100 shares · 0.0% of their software$355K−$1.6M
- Rubrik, Inc.RBRK7,224 shares · 0.0% of their software$354K−$15.8M
- Ooma, Inc.OOMA20,691 shares · 0.0% of their software$301KFlat
- Gen DigitalGEN15,594 shares · 0.0% of their software$294K−$5.9M
- EVERTEC, Inc.EVTC9,820 shares · 0.0% of their software$277KNew · Flat
- Cerence Inc.CRNC38,350 shares · 0.0% of their software$242KNew · Flat
- PowerFleet, Inc.AIOT75,279 shares · 0.0% of their software$232KNew · Flat
- Blend Labs, Inc.BLND130,522 shares · 0.0% of their software$222KNew · Flat
- FreshworksFRSH22,359 shares · 0.0% of their software$180K−$2.8M
- Forum Markets, IncorporatedFRMM56,555 shares · 0.0% of their software$163KFlat
- AsanaASAN25,225 shares · 0.0% of their software$161KNew · Flat
- Commerce.com, Inc.CMRC52,950 shares · 0.0% of their software$141KNew · Flat
- BlackBerry LimitedBB24,200 shares · 0.0% of their software$78KFlat
- Riskified Ltd.RSKD10,000 shares · 0.0% of their software$39KFlat