Generalist · Edinburgh, X0
Aberdeen Group PLC
- Software
- $5.6B
- Weight of 13F
- 8.0%
- Names
- 47
- Vs prior quarter
- +$351M
Filed 31 July 2026.
1,805 positions in the whole 13F.
Software held
- MicrosoftMSFT9,019,337 shares · 60.5% of their software$3.4B+$126M
- OracleORCL1,933,638 shares · 5.1% of their software$283M+$26.5M
- Palo Alto NetworksPANW590,099 shares · 3.6% of their software$201M+$99.9M
- SalesforceCRM1,279,624 shares · 3.6% of their software$200M−$15.5M
- PalantirPLTR1,449,207 shares · 3.0% of their software$169M−$17.0M
- CadenceCDNS392,752 shares · 2.7% of their software$147M+$22.9M
- ServiceNowNOW1,472,777 shares · 2.6% of their software$146M−$12.2M
- CrowdStrikeCRWD174,171 shares · 2.4% of their software$133M+$71.8M
- AdobeADBE481,539 shares · 1.8% of their software$98.7M−$26.9M
- FortinetFTNT505,639 shares · 1.4% of their software$77.7M+$38.3M
- AutodeskADSK349,158 shares · 1.2% of their software$67.9M−$17.6M
- SynopsysSNPS145,703 shares · 1.2% of their software$65.0MFlat