Generalist · Edinburgh, United Kingdom
Aberdeen Group
Q1 2025 · compared with Q4 2024
Filed as Aberdeen Group PLC
- Software
- $6.0B
- Weight of 13F
- 11.7%
- Names
- 70
- Net bought
- +$152M
Filed 13 May 2025 · SEC filing.
938 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 202664 names$6.0B+$108M
- Q1 202664 names$5.6B+$145M
- Q4 202565 names$7.2B−$140M
- Q3 202570 names$7.9B−$12.4M
- Q2 202572 names$7.8B+$178M
- Q1 202570 names$6.0B+$152M
- Q4 202470 names$6.6B+$206M
- Q3 202471 names$6.2B−$394M
- Q2 202476 names$6.7B+$330M
- Q1 202475 names$6.3B+$537M
- Q4 202371 names$5.2B+$44.5M
- Q3 202372 names$4.4B−$293M
- Q2 202371 names$5.0B+$65.4M
- Q1 202370 names$4.3B+$99.7M
- Q4 202271 names$3.6B+$151M
- Q3 202268 names$3.3B+$425M
- Q2 202271 names$3.1B+$242M
- Q1 202274 names$3.8B−$282M
- Q4 202177 names$4.6B−$176M
- Q3 202175 names$4.4B−$55.3M
- Q2 202171 names$4.3B+$53.4M
- Q1 202166 names$3.8B+$188M
- Q4 202064 names$3.6B−$62.9M
- Q3 202060 names$3.3B−$335M
- Q2 202062 names$3.5B−$188M
- Q1 202059 names$2.9B−$223M
- Q4 201959 names$3.3B−$45.1M
- Q3 201953 names$3.0B−$267M
- Q2 201951 names$3.2B+$251M
- Q1 201940 names$2.7B−$96.4M
- Q4 201840 names$2.3B−$216M
- Q3 201836 names$2.9B−$222M
- Q2 201836 names$2.8B+$75.7M
- Q1 201827 names$2.5B+$166M
- Q4 201726 names$2.3B+$60.0M
- Q3 201724 names$1.9B—
What moved the book
The five software lines with the largest share change this quarter.
Software held
- MicrosoftMSFT8,575,152 shares · 53.1% of their software · price −$395M$3.2B+$389M
- SalesforceCRM1,036,482 shares · 4.6% of their software · price −$68.4M$275M+$5.3M
- ServiceNowNOW287,541 shares · 3.8% of their software · price −$75.9M$225M−$163M
- OracleORCL1,443,274 shares · 3.3% of their software · price −$38.7M$200M+$73.9M
- AdobeADBE491,654 shares · 3.1% of their software · price −$30.1M$187M−$57.0M
- CadenceCDNS560,654 shares · 2.3% of their software · price −$25.9M$140M−$35.8M
- IntuitINTU212,556 shares · 2.1% of their software · price −$3.1M$128M−$42.9M
- Uber Technologies, Inc.UBER1,728,292 shares · 2.1% of their software · price +$21.7M$124M+$52.8M
- Fiserv, Inc.FISV550,150 shares · 2.0% of their software · price +$8.5M$119M+$23.4M
- Automatic Data Processing, Inc.ADP338,944 shares · 1.7% of their software · price +$4.3M$102M−$176M
- PalantirPLTR1,109,994 shares · 1.5% of their software · price +$9.7M$92.3M+$44.5M
- Joint Stock Company Kaspi.kzKSPI959,856 shares · 1.5% of their software · price −$1.8M$89.1M−$51.8M
- Palo Alto NetworksPANW526,685 shares · 1.5% of their software · price −$6.0M$88.8M+$46.8M
- AutodeskADSK314,306 shares · 1.4% of their software · price −$10.6M$81.6M−$126M
- SynopsysSNPS124,175 shares · 0.9% of their software · price −$7.0M$53.1M+$26.7M
- VertexVERX1,511,846 shares · 0.9% of their software · price −$27.7M$52.1M+$25.8M
- CrowdStrikeCRWD140,223 shares · 0.8% of their software · price +$1.5M$48.7M+$25.6M
- WorkdayWDAY189,829 shares · 0.7% of their software · price −$4.7M$44.0M−$22.0M
- FortinetFTNT448,097 shares · 0.7% of their software · price +$798K$42.7M+$20.9M
- Amdocs LimitedDOX394,523 shares · 0.6% of their software · price +$2.5M$36.1M−$2.8M
- Paychex, Inc.PAYX230,256 shares · 0.6% of their software · price +$3.2M$35.0M+$16.9M
- VeriskVRSK106,845 shares · 0.5% of their software · price +$2.4M$31.8M+$14.9M
- BroadridgeBR123,654 shares · 0.5% of their software · price +$2.0M$29.6M−$85.7M
- AppLovinAPP107,179 shares · 0.5% of their software · price −$6.3M$28.4M+$21.8M
- Q2QTWO345,918 shares · 0.5% of their software · price −$7.1M$27.7M+$4.7M
- JFrogFROG857,727 shares · 0.5% of their software · price +$2.2M$27.1M+$2.5M
- NICENICE162,419 shares · 0.4% of their software · price −$2.5M$25.0M−$2.9M
- Fair IsaacFICO13,189 shares · 0.4% of their software · price −$1.9M$23.9M+$13.3M
- AtlassianTEAM101,741 shares · 0.4% of their software · price −$3.2M$21.6M+$13.6M
- CoStarCSGP248,869 shares · 0.3% of their software · price +$1.9M$19.6M+$9.3M
- Block, Inc.XYZ357,446 shares · 0.3% of their software · price −$11.0M$19.4M+$17.4M
- WorkivaWK252,639 shares · 0.3% of their software · price −$8.5M$19.2M+$2.6M
- Donnelley Financial Solutions, Inc.DFIN430,553 shares · 0.3% of their software · price −$8.2M$18.8M+$4.4M
- HubSpotHUBS32,113 shares · 0.3% of their software · price −$4.0M$18.3M+$3.3M
- CloudflareNET159,726 shares · 0.3% of their software · price +$800K$18.0M+$10.3M
- Roper Technologies, Inc.ROP30,357 shares · 0.3% of their software · price +$2.1M$17.7MFlat
- GoDaddyGDDY98,659 shares · 0.3% of their software · price −$1.7M$17.6M+$8.3M
- ZoomZM229,926 shares · 0.3% of their software · price −$1.8M$17.0M+$12.5M
- VeevaVEEV69,749 shares · 0.3% of their software · price +$1.5M$16.2M+$9.3M
- TrimbleTRMB244,961 shares · 0.3% of their software · price −$1.2M$15.9M−$20.3M
- Tyler TechnologiesTYL25,220 shares · 0.2% of their software$14.4M+$7.1M
- Corpay, Inc.CPAY41,595 shares · 0.2% of their software$14.3M+$7.5M
- TwilioTWLO142,162 shares · 0.2% of their software · price −$1.4M$13.9M−$10.8M
- FactSetFDS30,575 shares · 0.2% of their software · price −$784K$13.8M−$21.4M
- PTCPTC87,792 shares · 0.2% of their software · price −$2.5M$13.5M−$3.7M
- DatadogDDOG134,550 shares · 0.2% of their software · price −$5.9M$13.3M+$11.9M
- NetApp, Inc.NTAP147,761 shares · 0.2% of their software · price −$4.2M$12.9M+$6.2M
- Gen DigitalGEN447,886 shares · 0.2% of their software$11.8M+$606K
- AkamaiAKAM145,177 shares · 0.2% of their software · price −$2.2M$11.6M+$8.0M
- ZscalerZS57,831 shares · 0.2% of their software · price +$1.0M$11.5M+$5.9M
- OktaOKTA103,654 shares · 0.2% of their software · price +$2.7M$10.9M+$4.5M
- MongoDBMDB60,067 shares · 0.2% of their software · price −$3.4M$10.4M+$5.9M
- DocuSignDOCU108,969 shares · 0.1% of their software · price −$931K$8.9M+$5.5M
- Check PointCHKP38,002 shares · 0.1% of their software · price +$1.6M$8.7M+$4.2M
- Strategy IncMSTR29,948 shares · 0.1% of their software$8.6M+$916K
- SnowflakeSNOW57,128 shares · 0.1% of their software$8.3MFlat
- SS&CSSNC95,749 shares · 0.1% of their software · price +$742K$8.0M+$4.5M
- Five9FIVN288,276 shares · 0.1% of their software · price −$3.9M$7.8M+$524K
- VeriSign, Inc.VRSN22,059 shares · 0.1% of their software · price +$1.0M$5.5MFlat
- F5, Inc.FFIV20,010 shares · 0.1% of their software$5.3MFlat
- Manhattan AssociatesMANH21,816 shares · 0.1% of their software · price −$2.1M$3.8MFlat
- The Trade DeskTTD64,834 shares · 0.1% of their software · price −$4.1M$3.5MFlat
- Full Truck Alliance Co. Ltd.YMM205,316 shares · 0.0% of their software$2.6M+$2.0M
- Grab Holdings LimitedGRAB444,334 shares · 0.0% of their software$2.0M−$2.3M
- VTEXVTEX265,513 shares · 0.0% of their software$1.3MNew · +$1.6M
- PaylocityPCTY6,730 shares · 0.0% of their software$1.3MFlat
- PaycomPAYC3,518 shares · 0.0% of their software$765KFlat
- WixWIX3,998 shares · 0.0% of their software$653KFlat
- NutanixNTNX3,446 shares · 0.0% of their software$241KFlat
- StoneCo Ltd.STNE21,707 shares · 0.0% of their software$227KNew · Flat