Generalist · Edinburgh, United Kingdom
Aberdeen Group
Q1 2026 · compared with Q4 2025
Filed as Aberdeen Group PLC
- Software
- $5.6B
- Weight of 13F
- 9.1%
- Names
- 64
- Net bought
- +$145M
930 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
- MicrosoftMSFT8,748,165 shares · 57.5% of their software · price −$992M$3.2B+$90.8M
- OracleORCL1,745,873 shares · 4.6% of their software · price −$83.5M$257M+$21.7M
- SalesforceCRM1,156,697 shares · 3.8% of their software · price −$90.5M$216M+$7.6M
- PalantirPLTR1,271,938 shares · 3.3% of their software · price −$40.0M$186M+$7.0M
- ServiceNowNOW1,515,167 shares · 2.8% of their software · price −$73.7M$158M+$10.1M
- Uber Technologies, Inc.UBER1,876,043 shares · 2.4% of their software · price −$18.3M$135M+$4.5M
- AdobeADBE516,985 shares · 2.2% of their software · price −$55.3M$126MFlat
- CadenceCDNS448,059 shares · 2.2% of their software · price −$15.6M$125M−$6.3M
- Palo Alto NetworksPANW631,997 shares · 1.8% of their software · price −$15.1M$101M+$5.6M
- IntuitINTU232,258 shares · 1.8% of their software · price −$53.4M$100M+$1.9M
- AutodeskADSK357,177 shares · 1.5% of their software · price −$20.2M$85.5M+$1.2M
- Automatic Data Processing, Inc.ADP373,277 shares · 1.3% of their software · price −$20.2M$75.8M+$1.5M
- CrowdStrikeCRWD156,579 shares · 1.1% of their software · price −$12.3M$61.1M+$2.9M
- SynopsysSNPS146,484 shares · 1.0% of their software · price −$10.7M$58.1M+$2.9M
- Joint Stock Company Kaspi.kzKSPI582,947 shares · 0.8% of their software · price −$2.4M$43.2M−$3.0M
- FortinetFTNT482,159 shares · 0.7% of their software · price +$1.1M$39.4M+$1.2M
- CloudflareNET180,748 shares · 0.7% of their software · price +$1.7M$37.3M+$1.5M
- WorkdayWDAY222,424 shares · 0.5% of their software · price −$18.9M$28.9M+$1.4M
- AppLovinAPP63,697 shares · 0.4% of their software · price −$17.6M$25.4M−$2.4M
- Block, Inc.XYZ413,058 shares · 0.4% of their software · price −$2.0M$24.9M+$879K
- SnowflakeSNOW159,920 shares · 0.4% of their software · price −$11.0M$24.1M+$1.7M
- Paychex, Inc.PAYX259,576 shares · 0.4% of their software · price −$5.2M$23.9M+$2.2M
- NetApp, Inc.NTAP226,748 shares · 0.4% of their software · price −$1.1M$23.2M+$894K
- BroadridgeBR142,367 shares · 0.4% of their software · price −$8.6M$23.1MFlat
- Fiserv, Inc.FISV413,497 shares · 0.4% of their software · price −$4.7M$23.1M−$1.5M
- JFrogFROG491,392 shares · 0.4% of their software · price −$7.6M$23.1M+$5.8M
- ZoomZM257,444 shares · 0.4% of their software · price −$1.5M$20.7MFlat
- SAPSAP119,229 shares · 0.4% of their software · price −$8.5M$20.4MNew · +$29.0M
- VeriskVRSK107,497 shares · 0.4% of their software · price −$3.6M$20.4M+$821K
- DatadogDDOG167,278 shares · 0.4% of their software · price −$3.0M$19.7MFlat
- MongoDBMDB74,406 shares · 0.3% of their software · price −$13.0M$18.2M+$1.8M
- TrimbleTRMB268,675 shares · 0.3% of their software · price −$3.5M$17.5M−$2.2M
- Amdocs LimitedDOX268,510 shares · 0.3% of their software · price −$4.1M$17.5MFlat
- VeevaVEEV98,612 shares · 0.3% of their software · price −$4.7M$17.3M+$2.8M
- PTCPTC108,040 shares · 0.3% of their software · price −$3.4M$15.4M−$588K
- TwilioTWLO118,152 shares · 0.3% of their software · price −$1.9M$14.9MFlat
- Q2QTWO300,313 shares · 0.3% of their software · price −$7.5M$14.2MFlat
- Fair IsaacFICO12,860 shares · 0.2% of their software · price −$8.0M$13.7M+$852K
- CoStarCSGP319,477 shares · 0.2% of their software · price −$8.6M$12.9M+$632K
- Corpay, Inc.CPAY43,566 shares · 0.2% of their software$12.7MFlat
- Roper Technologies, Inc.ROP32,240 shares · 0.2% of their software · price −$2.9M$11.4MFlat
- F5, Inc.FFIV39,212 shares · 0.2% of their software · price +$1.3M$11.3MFlat
- SS&CSSNC153,608 shares · 0.2% of their software · price −$3.0M$10.4M+$1.1M
- HubSpotHUBS41,228 shares · 0.2% of their software · price −$6.5M$10.1M+$1.6M
- OktaOKTA122,258 shares · 0.2% of their software · price −$949K$9.6MFlat
- ZscalerZS67,226 shares · 0.2% of their software · price −$5.7M$9.4M+$535K
- Check PointCHKP58,490 shares · 0.1% of their software · price −$2.5M$8.4MFlat
- AtlassianTEAM121,862 shares · 0.1% of their software · price −$11.4M$8.3M+$663K
- Tyler TechnologiesTYL23,507 shares · 0.1% of their software · price −$2.6M$8.0MFlat
- Gen DigitalGEN395,080 shares · 0.1% of their software · price −$3.3M$7.4MFlat
- Strategy IncMSTR58,213 shares · 0.1% of their software · price −$1.6M$7.3M+$758K
- Donnelley Financial Solutions, Inc.DFIN138,913 shares · 0.1% of their software$6.5M−$2.5M
- GoDaddyGDDY74,352 shares · 0.1% of their software · price −$3.1M$6.1MFlat
- DocuSignDOCU116,240 shares · 0.1% of their software · price −$2.4M$5.5M−$525K
- VeriSign, Inc.VRSN20,842 shares · 0.1% of their software$5.2M−$577K
- Manhattan AssociatesMANH19,823 shares · 0.0% of their software · price −$797K$2.6MFlat
- The Trade DeskTTD103,031 shares · 0.0% of their software · price −$1.6M$2.3MFlat
- Grab Holdings LimitedGRAB497,402 shares · 0.0% of their software · price −$662K$1.8MFlat
- Full Truck Alliance Co. Ltd.YMM175,773 shares · 0.0% of their software$1.5MFlat
- CoreWeave, Inc.CRWV11,525 shares · 0.0% of their software$893KNew · +$825K
- AkamaiAKAM7,425 shares · 0.0% of their software$853KFlat
- FactSetFDS3,547 shares · 0.0% of their software$770K−$7.0M
- StoneCo Ltd.STNE46,107 shares · 0.0% of their software$651KFlat
- SamsaraIOT8,284 shares · 0.0% of their software$263KNew · Flat