Generalist · London, United Kingdom
Qube Research & Technologies
Q1 2025 · compared with Q4 2024
Filed as Qube Research & Technologies LTD
- Software
- $6.7B
- Weight of 13F
- 10.5%
- Names
- 159
- Net bought
- +$2.1B
Filed 15 May 2025 · SEC filing.
Call exposure on these names is $948M across 38 lines. Calls are not in the stock total.
2,681 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 2026135 names · $1.6B in calls, not in the total$5.8B+$1.6B
- Q1 2026150 names · $1.6B in calls, not in the total$4.4B−$10.5M
- Q4 2025158 names · $2.0B in calls, not in the total$5.9B−$173M
- Q3 2025160 names · $1.8B in calls, not in the total$7.5B−$372M
- Q2 2025164 names · $1.5B in calls, not in the total$8.5B+$931M
- Q1 2025159 names · $948M in calls, not in the total$6.7B+$2.1B
- Q4 2024161 names · $339M in calls, not in the total$5.7B+$172M
- Q3 2024148 names · $275M in calls, not in the total$5.2B+$165M
- Q2 2024175 names · $205M in calls, not in the total$5.0B+$10.4M
- Q1 2024186 names · $93.5M in calls, not in the total$5.4B+$719M
- Q4 2023175 names · $110M in calls, not in the total$4.4B+$341M
- Q3 2023153 names · $125M in calls, not in the total$3.5B+$936M
- Q2 2023116 names · $30.4M in calls, not in the total$2.8B+$1.2B
- Q1 2023119 names · $41.2M in calls, not in the total$1.5B−$129M
- Q4 202297 names · $40.8M in calls, not in the total$1.4B+$249M
- Q3 202295 names · $23.3M in calls, not in the total$1.3B+$487M
- Q2 202298 names$1.0B+$1.3B
- Q1 202298 names$738M+$149M
- Q4 2021102 names$783M+$192M
- Q3 202190 names$617M+$179M
- Q2 202184 names$428M+$252M
- Q1 202186 names$378M−$40.0M
- Q4 202078 names$445M−$58.1M
- Q3 202077 names$452M+$78.3M
- Q2 202066 names$345M+$197M
- Q1 202040 names$65.3M−$16.9M
- Q4 201959 names$89.9M+$75.3M
- Q3 201912 names$10.2M−$18.2M
- Q2 201920 names$28.6M−$5.1M
- Q1 201912 names$31.2M+$16.7M
- Q4 201810 names$9.8M−$37.4M
- Q3 201841 names$49.1M+$38.8M
- Q2 201831 names$4.0M+$1.5M
- Q1 201812 names$2.1M—
What moved the book
The five software lines with the largest share change this quarter.
Software held
- SalesforceCRM2,449,882 shares · 9.7% of their software · price −$162M$657M+$604M
- ServiceNowNOW607,082 shares · 7.2% of their software · price −$160M$483M+$629M
- MicrosoftMSFT1,110,998 shares · 6.2% of their software · price −$51.2M$417M+$427M
- IntuitINTU590,495 shares · 5.4% of their software · price −$8.6M$363M+$7.6M
- FortinetFTNT3,552,787 shares · 5.1% of their software · price +$6.3M$342M+$42.6M
- AdobeADBE737,990 shares · 4.2% of their software · price −$45.1M$283M+$181M
- AtlassianTEAM1,332,795 shares · 4.2% of their software · price −$41.5M$283M+$163M
- ShopifySHOP2,367,631 shares · 3.4% of their software · price −$25.7M$226M+$129M
- Automatic Data Processing, Inc.ADP733,542 shares · 3.3% of their software · price +$9.4M$224M+$122M
- The Trade DeskTTD3,495,860 shares · 2.8% of their software · price −$220M$191M+$220M
- OracleORCL1,261,848 shares · 2.6% of their software · price −$33.9M$176M+$151M
- AutodeskADSK623,440 shares · 2.4% of their software · price −$21.1M$163MNew · +$184M
- TwilioTWLO1,617,305 shares · 2.3% of their software · price −$16.4M$158M+$102M
- VeevaVEEV650,873 shares · 2.2% of their software · price +$13.9M$151M−$59.6M
- CloudflareNET1,270,548 shares · 2.1% of their software · price +$6.4M$143MNew · +$137M
- DatadogDDOG1,364,356 shares · 2.0% of their software · price −$59.6M$135M−$48.6M
- HubSpotHUBS204,587 shares · 1.7% of their software · price −$25.7M$117M+$97.3M
- Fair IsaacFICO56,240 shares · 1.5% of their software · price −$8.3M$104M+$40.2M
- ToastTOST3,058,289 shares · 1.5% of their software · price −$10.0M$101M−$4.2M
- WixWIX604,274 shares · 1.5% of their software · price −$30.9M$98.7M+$85.5M
- VeriskVRSK304,784 shares · 1.3% of their software · price +$6.8M$90.7M−$40.0M
- Tyler TechnologiesTYL138,181 shares · 1.2% of their software · price +$656K$80.3M−$19.6M
- BroadridgeBR296,895 shares · 1.1% of their software · price +$4.9M$72.0M+$6.8M
- DynatraceDT1,489,414 shares · 1.0% of their software · price −$10.7M$70.2M+$15.0M
- WorkdayWDAY291,413 shares · 1.0% of their software · price −$7.1M$68.1M−$83.8M
- SamsaraIOT1,754,759 shares · 1.0% of their software · price −$9.4M$67.3M+$22.5M
- DoximityDOCS1,154,598 shares · 1.0% of their software · price +$5.4M$67.0M+$33.7M
- F5, Inc.FFIV241,471 shares · 1.0% of their software · price +$3.6M$64.3M+$12.4M
- Rubrik, Inc.RBRK850,498 shares · 0.8% of their software · price −$3.7M$51.9M+$29.4M
- VeriSign, Inc.VRSN171,695 shares · 0.6% of their software · price +$8.1M$43.6M−$8.7M
- ZoomZM584,984 shares · 0.6% of their software · price −$4.6M$43.2M−$17.5M
- NetApp, Inc.NTAP483,621 shares · 0.6% of their software · price −$13.7M$42.5M+$16.3M
- Bentley SystemsBSY1,026,419 shares · 0.6% of their software · price −$7.6M$40.4M+$40.3M
- NutanixNTNX502,116 shares · 0.5% of their software · price +$4.3M$35.1M−$30.9M
- Full Truck Alliance Co. Ltd.YMM2,727,627 shares · 0.5% of their software · price +$5.3M$34.8M+$11.7M
- Gen DigitalGEN1,265,511 shares · 0.5% of their software · price −$1.1M$33.6M−$6.9M
- Roper Technologies, Inc.ROP53,893 shares · 0.5% of their software · price +$3.8M$31.8M−$51.0M
- Core Scientific, Inc.CORZ4,181,944 shares · 0.4% of their software · price −$28.5M$30.3M+$18.8M
- PaylocityPCTY155,464 shares · 0.4% of their software · price −$1.9M$29.1M+$7.0M
- PTCPTC184,472 shares · 0.4% of their software · price −$5.3M$28.6M−$8.5M
- SS&CSSNC331,701 shares · 0.4% of their software · price +$2.6M$27.7M+$8.9M
- monday.comMNDY113,686 shares · 0.4% of their software · price +$878K$27.6M−$33.7M
- MorningstarMORN87,483 shares · 0.4% of their software · price −$3.2M$26.2M+$15.3M
- Grab Holdings LimitedGRAB5,762,000 shares · 0.4% of their software · price −$1.1M$26.1M−$27.6M
- InterDigital, Inc.IDCC124,340 shares · 0.4% of their software · price +$1.6M$25.7M+$6.3M
- QualysQLYS175,594 shares · 0.3% of their software · price −$2.5M$22.1M+$1.8M
- Clearwater AnalyticsCWAN789,284 shares · 0.3% of their software$21.2M—
- Alarm.com Holdings, Inc.ALRM378,539 shares · 0.3% of their software · price −$1.9M$21.1M+$2.2M
- ElasticESTC231,933 shares · 0.3% of their software · price −$2.3M$20.7M−$15.0M
- AlkamiALKT771,067 shares · 0.3% of their software · price −$8.0M$20.2M+$6.5M
- AvePointAVPT1,396,152 shares · 0.3% of their software · price −$2.9M$20.2M+$14.1M
- Uber Technologies, Inc.UBER266,652 shares · 0.3% of their software · price +$3.3M$19.4M−$292M
- PegasystemsPEGA270,510 shares · 0.3% of their software · price −$6.4M$18.8M+$4.8M
- Intapp, Inc.INTA318,105 shares · 0.3% of their software · price −$1.8M$18.6M+$12.9M
- TenableTENB521,252 shares · 0.3% of their software · price −$2.3M$18.2M−$6.1M
- Global-EGLBE484,611 shares · 0.3% of their software · price −$9.1M$17.3M+$25.9M
- Remitly Global, Inc.RELY781,448 shares · 0.2% of their software · price −$1.4M$16.3M+$12.4M
- Amdocs LimitedDOX165,563 shares · 0.2% of their software · price +$1.1M$15.1MFlat
- Cellebrite DI Ltd.CLBT774,826 shares · 0.2% of their software · price −$2.0M$15.1M+$4.0M
- Upbound Group, Inc.UPBD615,884 shares · 0.2% of their software · price −$3.2M$14.8M+$809K
- WEX Inc.WEX93,473 shares · 0.2% of their software · price −$1.7M$14.7MNew · +$16.4M
- FreshworksFRSH1,003,518 shares · 0.2% of their software · price −$2.1M$14.2M+$843K
- WaystarWAY367,614 shares · 0.2% of their software$13.7M+$12.0M
- WorkivaWK178,336 shares · 0.2% of their software · price −$6.0M$13.5M+$9.7M
- DocuSignDOCU162,548 shares · 0.2% of their software · price −$1.4M$13.2M−$13.4M
- NetScout Systems, Inc.NTCT611,687 shares · 0.2% of their software$12.9M+$1.1M
- TrimbleTRMB182,829 shares · 0.2% of their software · price −$916K$12.0M−$24.1M
- MagniteMGNI1,038,131 shares · 0.2% of their software · price −$4.7M$11.8M+$5.6M
- CourseraCOUR1,767,498 shares · 0.2% of their software · price −$3.3M$11.8M+$3.3M
- VaronisVRNS290,905 shares · 0.2% of their software · price −$1.2M$11.8M−$4.2M
- SPS CommerceSPSC88,416 shares · 0.2% of their software · price −$4.5M$11.7M+$5.6M
- KlaviyoKVYO387,600 shares · 0.2% of their software · price −$4.3M$11.7MNew · +$16.0M
- Clear Secure, Inc.YOU440,856 shares · 0.2% of their software$11.4M+$2.7M
- Lyft, Inc.LYFT940,415 shares · 0.2% of their software · price −$969K$11.2M−$76.8M
- BoxBOX355,284 shares · 0.2% of their software$11.0M−$1.5M
- Zeta GlobalZETA807,923 shares · 0.2% of their software · price −$3.6M$11.0M+$3.2M
- Sportradar Group AGSRAD503,824 shares · 0.2% of their software · price +$2.2M$10.9M+$2.7M
- PagerDutyPD587,563 shares · 0.2% of their software$10.7M+$2.5M
- SAPSAP38,831 shares · 0.2% of their software · price +$863K$10.4M+$5.8M
- Rapid7RPD390,494 shares · 0.2% of their software · price −$5.4M$10.4M+$5.7M
- Q2QTWO123,580 shares · 0.1% of their software · price −$2.6M$9.9M+$8.4M
- AsanaASAN643,843 shares · 0.1% of their software · price −$3.7M$9.4M+$969K
- SynopsysSNPS21,430 shares · 0.1% of their software · price −$1.2M$9.2M−$7.6M
- LiveRamp Holdings, Inc.RAMP343,007 shares · 0.1% of their software · price −$1.5M$9.0M+$3.1M
- Blend Labs, Inc.BLND2,581,571 shares · 0.1% of their software · price −$2.2M$8.6M−$1.1M
- AppianAPPN291,816 shares · 0.1% of their software · price −$1.2M$8.4M+$2.4M
- DigitalOceanDOCN244,304 shares · 0.1% of their software$8.2M+$3.4M
- CoreWeave, Inc.CRWV200,000 shares · 0.1% of their software$7.4MNew · +$7.4M
- Sprout SocialSPT325,122 shares · 0.1% of their software · price −$2.8M$7.1M+$5.6M
- Alight, Inc.ALIT1,141,798 shares · 0.1% of their software · price −$1.1M$6.8M+$2.3M
- GoDaddyGDDY36,561 shares · 0.1% of their software · price −$630K$6.6M+$1.7M
- Joint Stock Company Kaspi.kzKSPI69,696 shares · 0.1% of their software$6.5M+$857K
- PaymentusPAY245,600 shares · 0.1% of their software · price −$1.6M$6.4M+$1.2M
- A10 Networks, Inc.ATEN392,173 shares · 0.1% of their software · price −$808K$6.4M+$5.3M
- ACI WorldwideACIW107,084 shares · 0.1% of their software$5.9M−$2.8M
- OneSpan Inc.OSPN369,299 shares · 0.1% of their software · price −$1.2M$5.6M+$4.3M
- SemrushSEMR596,476 shares · 0.1% of their software$5.6M—
- FlywireFLYW556,542 shares · 0.1% of their software · price −$6.2M$5.3M−$8.0M
- RingCentralRNG199,051 shares · 0.1% of their software · price −$2.0M$4.9M−$21.1M
- JFrogFROG151,337 shares · 0.1% of their software$4.8M−$2.0M
- VertexVERX135,705 shares · 0.1% of their software · price −$2.5M$4.8M+$617K
- DescartesDSGX45,763 shares · 0.1% of their software · price −$584K$4.6M+$4.7M
- Radware Ltd.RDWR196,577 shares · 0.1% of their software$4.2M−$914K
- PagSeguro Digital Ltd.PAGS555,552 shares · 0.1% of their software · price +$761K$4.2M−$7.5M
- Bandwidth Inc.BAND314,597 shares · 0.1% of their software · price −$1.2M$4.1MFlat
- Payoneer Global Inc.PAYO547,962 shares · 0.1% of their software · price −$1.5M$4.0M+$2.9M
- N-ableNABL555,918 shares · 0.1% of their software · price −$1.3M$3.9MFlat
- PhreesiaPHR152,125 shares · 0.1% of their software$3.9M+$2.7M
- Diebold Nixdorf, IncorporatedDBD85,869 shares · 0.1% of their software$3.8M+$1.3M
- GuidewireGWRE19,574 shares · 0.1% of their software$3.7M−$32.5M
- Adeia Inc.ADEA261,749 shares · 0.1% of their software$3.5MNew · +$3.7M
- Immersion CorporationIMMR416,367 shares · 0.0% of their software$3.2M−$1.4M
- Agilysys, Inc.AGYS42,952 shares · 0.0% of their software · price −$2.5M$3.1M−$4.3M
- Fiserv, Inc.FISV13,821 shares · 0.0% of their software$3.1MNew · +$2.8M
- Euronet Worldwide, Inc.EEFT28,213 shares · 0.0% of their software$3.0M−$2.8M
- C3.aiAI142,303 shares · 0.0% of their software · price −$1.9M$3.0MNew · +$4.9M
- YextYEXT485,958 shares · 0.0% of their software$3.0M+$2.4M
- Check PointCHKP12,739 shares · 0.0% of their software · price +$525K$2.9MNew · +$2.4M
- Dave Inc.DAVE30,192 shares · 0.0% of their software$2.5MNew · +$2.6M
- Xperi Inc.XPER319,789 shares · 0.0% of their software · price −$815K$2.5M+$923K
- PubMaticPUBM266,582 shares · 0.0% of their software · price −$1.5M$2.4M−$2.3M
- Grindr Inc.GRND116,000 shares · 0.0% of their software$2.1M+$1.6M
- BackblazeBLZE346,720 shares · 0.0% of their software$1.7M+$742K
- PDF Solutions, Inc.PDFS87,572 shares · 0.0% of their software · price −$698K$1.7M+$1.7M
- OktaOKTA15,649 shares · 0.0% of their software$1.6M−$35.4M
- Viant Technology Inc.DSP132,498 shares · 0.0% of their software · price −$872K$1.6M+$1.5M
- Calix, Inc.CALX46,139 shares · 0.0% of their software$1.6MFlat
- Ooma, Inc.OOMA119,223 shares · 0.0% of their software$1.6M+$879K
- EVERTEC, Inc.EVTC39,812 shares · 0.0% of their software$1.5MNew · +$1.4M
- Cognyte Software Ltd.CGNT178,604 shares · 0.0% of their software$1.4M+$501K
- Expensify, Inc.EXFY442,143 shares · 0.0% of their software$1.3MFlat
- PowerFleet, Inc.AIOT244,790 shares · 0.0% of their software$1.3MNew · +$1.6M
- Commerce.com, Inc.CMRC219,524 shares · 0.0% of their software$1.3M+$1.2M
- Cerence Inc.CRNC157,167 shares · 0.0% of their software$1.2MNew · +$1.2M
- LightspeedLSPD137,241 shares · 0.0% of their software · price −$889K$1.2MFlat
- DoceboDCBO41,497 shares · 0.0% of their software · price −$666K$1.2MFlat
- Riskified Ltd.RSKD252,846 shares · 0.0% of their software$1.2MFlat
- OpenTextOTEX39,800 shares · 0.0% of their software$1.0MFlat
- Repay Holdings CorporationRPAY176,570 shares · 0.0% of their software$983K−$1.2M
- Thryv Holdings, Inc.THRY73,490 shares · 0.0% of their software$941K−$2.2M
- BlackbaudBLKB13,536 shares · 0.0% of their software$840KFlat
- BlackBerry LimitedBB206,994 shares · 0.0% of their software$780KFlat
- Health CatalystHCAT167,655 shares · 0.0% of their software$759KFlat
- Tuya Inc.TUYA217,935 shares · 0.0% of their software$660KFlat
- Five9FIVN20,427 shares · 0.0% of their software$555K−$2.5M
- BrazeBRZE15,028 shares · 0.0% of their software$542K−$674K
- ePlus inc.PLUS7,465 shares · 0.0% of their software$456K−$9.0M
- ProgressPRGS8,341 shares · 0.0% of their software$430K−$4.1M
- Allot Ltd.ALLT73,458 shares · 0.0% of their software$419KNew · Flat
- Sabre CorporationSABR148,340 shares · 0.0% of their software$417KNew · +$541K
- Yalla Group LimitedYALA79,639 shares · 0.0% of their software$416KFlat
- NCR Atleos CorporationNATL12,907 shares · 0.0% of their software$340KFlat
- Priority Technology Holdings, Inc.PRTH48,520 shares · 0.0% of their software$331KNew · +$570K
- Red Violet, Inc.RDVT6,361 shares · 0.0% of their software$239KFlat
- International Money Express, Inc.IMXI18,627 shares · 0.0% of their software$235KNew · Flat
- VTEXVTEX34,914 shares · 0.0% of their software$177KFlat
- Paysign, Inc.PAYS25,227 shares · 0.0% of their software$53KFlat
- DHI Group, Inc.DHX19,253 shares · 0.0% of their software$27KNew · Flat
- Blaize Holdings, Inc.BZAI10,853 shares · 0.0% of their software$22KNew · Flat