Generalist · London, United Kingdom
Qube Research & Technologies
Q2 2025 · compared with Q1 2025
Filed as Qube Research & Technologies LTD
- Software
- $8.5B
- Weight of 13F
- 11.8%
- Names
- 164
- Net bought
- +$931M
Filed 14 August 2025 · SEC filing.
Call exposure on these names is $1.5B across 47 lines. Calls are not in the stock total.
2,688 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
- SalesforceCRM3,315,830 shares · 10.6% of their software · price +$14.4M$904M+$232M
- AdobeADBE1,359,681 shares · 6.2% of their software · price +$4.6M$526M+$238M
- Uber Technologies, Inc.UBER4,832,430 shares · 5.3% of their software · price +$98.8M$451M+$333M
- IntuitINTU483,310 shares · 4.5% of their software · price +$83.9M$381M−$65.8M
- VeevaVEEV1,174,402 shares · 4.0% of their software · price +$66.2M$338M+$121M
- AtlassianTEAM1,594,538 shares · 3.8% of their software · price −$14.5M$324M+$55.5M
- ToastTOST6,731,589 shares · 3.5% of their software · price +$74.9M$298M+$122M
- AppLovinAPP845,092 shares · 3.5% of their software · price +$71.9M$296MNew · +$224M
- AutodeskADSK768,316 shares · 2.8% of their software · price +$36.7M$238M+$37.9M
- HubSpotHUBS405,387 shares · 2.7% of their software · price −$5.9M$226M+$115M
- Fiserv, Inc.FISV1,294,236 shares · 2.6% of their software · price −$62.7M$223M+$283M
- ServiceNowNOW216,097 shares · 2.6% of their software · price +$50.1M$222M−$311M
- DuolingoDUOL496,157 shares · 2.4% of their software · price +$49.4M$203MNew · +$154M
- Roper Technologies, Inc.ROP324,152 shares · 2.2% of their software · price −$7.4M$184M+$159M
- FortinetFTNT1,701,234 shares · 2.1% of their software · price +$16.1M$180M−$178M
- GuidewireGWRE731,467 shares · 2.0% of their software · price +$35.2M$172M+$133M
- Automatic Data Processing, Inc.ADP550,580 shares · 2.0% of their software · price +$1.6M$170M−$55.9M
- GoDaddyGDDY873,626 shares · 1.9% of their software$157M+$151M
- ZoomZM1,872,679 shares · 1.7% of their software · price +$7.9M$146M+$95.0M
- TwilioTWLO1,129,453 shares · 1.7% of their software · price +$29.9M$140M−$47.8M
- VeriskVRSK406,136 shares · 1.5% of their software · price +$5.6M$127M+$30.2M
- SAPSAP408,315 shares · 1.5% of their software · price +$14.6M$124M+$99.2M
- NutanixNTNX1,614,293 shares · 1.5% of their software · price +$10.7M$123M+$77.6M
- OracleORCL505,879 shares · 1.3% of their software · price +$39.9M$111M−$106M
- Lyft, Inc.LYFT6,394,330 shares · 1.2% of their software · price +$24.9M$101M+$64.7M
- VeriSign, Inc.VRSN326,246 shares · 1.1% of their software · price +$11.4M$94.2M+$39.2M
- ElasticESTC932,630 shares · 0.9% of their software · price −$4.4M$78.6M+$62.4M
- F5, Inc.FFIV246,237 shares · 0.9% of their software · price +$6.9M$72.5M+$1.3M
- Tyler TechnologiesTYL121,273 shares · 0.8% of their software · price +$1.4M$71.9M−$9.8M
- Rubrik, Inc.RBRK713,473 shares · 0.8% of their software · price +$20.4M$63.9M−$8.4M
- WixWIX403,150 shares · 0.8% of their software · price −$2.0M$63.9M−$32.9M
- PaylocityPCTY342,416 shares · 0.7% of their software · price −$2.1M$62.0M+$35.0M
- BroadridgeBR230,534 shares · 0.7% of their software$56.0M−$16.1M
- Check PointCHKP253,003 shares · 0.7% of their software · price −$1.7M$56.0M+$54.8M
- CloudflareNET254,751 shares · 0.6% of their software · price +$21.2M$49.9M−$114M
- Manhattan AssociatesMANH249,174 shares · 0.6% of their software · price +$6.1M$49.2MNew · +$43.1M
- Gen DigitalGEN1,612,202 shares · 0.6% of their software · price +$4.6M$47.4M+$9.2M
- MorningstarMORN138,932 shares · 0.5% of their software · price +$2.0M$43.6M+$15.4M
- BoxBOX1,210,237 shares · 0.5% of their software · price +$4.0M$41.4M+$26.4M
- DoximityDOCS605,607 shares · 0.4% of their software · price +$2.0M$37.1M−$31.9M
- Remitly Global, Inc.RELY1,940,045 shares · 0.4% of their software · price −$3.9M$36.4M+$24.1M
- SS&CSSNC433,105 shares · 0.4% of their software$35.9M+$8.5M
- NetApp, Inc.NTAP334,680 shares · 0.4% of their software · price +$6.3M$35.7M−$13.1M
- PalantirPLTR256,320 shares · 0.4% of their software · price +$13.3M$34.9MNew · +$21.6M
- Amdocs LimitedDOX380,817 shares · 0.4% of their software$34.7M+$19.7M
- DynatraceDT605,744 shares · 0.4% of their software · price +$4.9M$33.4M−$41.7M
- WorkdayWDAY132,476 shares · 0.4% of their software · price +$857K$31.8M−$37.1M
- Global-EGLBE941,023 shares · 0.4% of their software · price −$2.0M$31.6M+$16.3M
- Full Truck Alliance Co. Ltd.YMM2,590,621 shares · 0.4% of their software · price −$2.5M$30.6M−$1.7M
- InterDigital, Inc.IDCC127,983 shares · 0.3% of their software · price +$2.2M$28.7M+$753K
- ZscalerZS84,940 shares · 0.3% of their software · price +$9.8M$26.7MNew · +$16.9M
- Alarm.com Holdings, Inc.ALRM449,321 shares · 0.3% of their software$25.4M+$3.9M
- ShopifySHOP212,542 shares · 0.3% of their software · price +$4.2M$24.5M−$206M
- Cellebrite DI Ltd.CLBT1,500,505 shares · 0.3% of their software · price −$5.1M$24.0M+$14.1M
- AvePointAVPT1,232,054 shares · 0.3% of their software · price +$6.0M$23.8M−$2.4M
- Clearwater AnalyticsCWAN1,041,394 shares · 0.3% of their software$22.8M—
- TenableTENB657,642 shares · 0.3% of their software · price −$789K$22.2M+$4.8M
- Dave Inc.DAVE82,410 shares · 0.3% of their software · price +$15.3M$22.1M+$4.3M
- Intapp, Inc.INTA396,615 shares · 0.2% of their software · price −$2.7M$20.5M+$4.6M
- ACI WorldwideACIW433,783 shares · 0.2% of their software · price −$3.8M$19.9M+$17.9M
- Upbound Group, Inc.UPBD783,997 shares · 0.2% of their software · price +$894K$19.7M+$4.0M
- SnowflakeSNOW87,311 shares · 0.2% of their software · price +$6.8M$19.5MNew · +$12.8M
- KlaviyoKVYO570,595 shares · 0.2% of their software · price +$1.9M$19.2M+$5.5M
- Grab Holdings LimitedGRAB3,728,446 shares · 0.2% of their software · price +$1.9M$18.8M−$9.2M
- QualysQLYS126,846 shares · 0.2% of their software · price +$2.1M$18.1M−$6.1M
- FreshworksFRSH1,199,782 shares · 0.2% of their software · price +$960K$17.9M+$2.8M
- WorkivaWK260,900 shares · 0.2% of their software · price −$1.9M$17.9M+$6.3M
- CourseraCOUR1,883,396 shares · 0.2% of their software · price +$4.0M$16.5M+$772K
- CommvaultCVLT91,880 shares · 0.2% of their software · price +$1.5M$16.0MNew · +$14.5M
- Q2QTWO167,874 shares · 0.2% of their software · price +$2.3M$15.7M+$3.5M
- SamsaraIOT391,499 shares · 0.2% of their software · price +$568K$15.6M−$52.3M
- AppianAPPN496,741 shares · 0.2% of their software · price +$522K$14.8M+$5.9M
- PagSeguro Digital Ltd.PAGS1,538,389 shares · 0.2% of their software · price +$3.1M$14.8M+$7.5M
- PaymentusPAY451,730 shares · 0.2% of their software · price +$3.0M$14.8M+$5.4M
- PTCPTC83,881 shares · 0.2% of their software · price +$1.5M$14.5M−$15.6M
- SPS CommerceSPSC104,928 shares · 0.2% of their software$14.3M+$2.2M
- monday.comMNDY45,040 shares · 0.2% of their software · price +$3.2M$14.2M−$16.7M
- MongoDBMDB67,212 shares · 0.2% of their software · price +$2.3M$14.1MNew · +$11.8M
- Strategy IncMSTR34,766 shares · 0.2% of their software · price +$4.0M$14.1MNew · +$10.0M
- Sprout SocialSPT634,885 shares · 0.2% of their software · price −$686K$13.3M+$6.8M
- NetScout Systems, Inc.NTCT534,899 shares · 0.2% of their software · price +$2.0M$13.3M−$1.6M
- Rapid7RPD535,121 shares · 0.1% of their software · price −$1.8M$12.4M+$3.8M
- LiveRamp Holdings, Inc.RAMP364,392 shares · 0.1% of their software · price +$2.5M$12.0M+$559K
- WaystarWAY291,426 shares · 0.1% of their software · price +$1.0M$11.9M−$2.8M
- DigitalOceanDOCN414,643 shares · 0.1% of their software · price −$2.0M$11.8M+$5.7M
- PagerDutyPD773,715 shares · 0.1% of their software · price −$2.3M$11.8M+$3.4M
- JFrogFROG269,097 shares · 0.1% of their software · price +$3.2M$11.8M+$3.8M
- TeradataTDC506,910 shares · 0.1% of their software$11.3MNew · +$11.4M
- PhreesiaPHR389,519 shares · 0.1% of their software · price +$1.1M$11.1M+$6.1M
- DropboxDBX352,349 shares · 0.1% of their software · price +$666K$10.1MNew · +$9.4M
- Sportradar Group AGSRAD349,526 shares · 0.1% of their software · price +$2.3M$9.8M−$3.3M
- Grindr Inc.GRND427,677 shares · 0.1% of their software · price +$2.1M$9.7M+$5.6M
- BILLBILL195,475 shares · 0.1% of their software$9.0MNew · +$9.0M
- OneSpan Inc.OSPN528,828 shares · 0.1% of their software · price +$762K$8.8M+$2.4M
- The Trade DeskTTD119,704 shares · 0.1% of their software · price +$2.1M$8.6M−$185M
- Zeta GlobalZETA531,683 shares · 0.1% of their software · price +$1.0M$8.2M−$3.7M
- AlkamiALKT272,345 shares · 0.1% of their software · price +$1.1M$8.2M−$13.1M
- Core Scientific, Inc.CORZ478,925 shares · 0.1% of their software · price +$4.7M$8.2M−$26.8M
- YextYEXT957,958 shares · 0.1% of their software · price +$2.2M$8.1M+$2.9M
- Payoneer Global Inc.PAYO1,170,359 shares · 0.1% of their software · price −$538K$8.0M+$4.5M
- Blend Labs, Inc.BLND2,416,061 shares · 0.1% of their software$8.0M−$554K
- EVERTEC, Inc.EVTC208,037 shares · 0.1% of their software$7.5M+$6.2M
- Clear Secure, Inc.YOU245,830 shares · 0.1% of their software$6.8M−$5.1M
- SemrushSEMR737,964 shares · 0.1% of their software$6.7M—
- A10 Networks, Inc.ATEN334,639 shares · 0.1% of their software · price +$1.0M$6.5M−$940K
- BlackbaudBLKB97,049 shares · 0.1% of their software$6.2M+$5.2M
- Bandwidth Inc.BAND340,425 shares · 0.1% of their software · price +$953K$5.4MFlat
- C3.aiAI218,003 shares · 0.1% of their software · price +$767K$5.4M+$1.6M
- Bentley SystemsBSY99,015 shares · 0.1% of their software · price +$1.4M$5.3M−$36.5M
- Adeia Inc.ADEA376,024 shares · 0.1% of their software$5.3M+$1.5M
- Alight, Inc.ALIT759,017 shares · 0.1% of their software$4.3M−$2.3M
- SentinelOneS234,057 shares · 0.1% of their software$4.3MNew · +$4.3M
- Immersion CorporationIMMR501,563 shares · 0.0% of their software$4.0M+$646K
- PowerFleet, Inc.AIOT905,433 shares · 0.0% of their software · price −$1.1M$3.9M+$3.6M
- Radware Ltd.RDWR129,190 shares · 0.0% of their software · price +$1.0M$3.8M−$1.5M
- Fair IsaacFICO1,893 shares · 0.0% of their software$3.5M−$100M
- PDF Solutions, Inc.PDFS156,759 shares · 0.0% of their software$3.4M+$1.3M
- N-ableNABL399,107 shares · 0.0% of their software$3.2M−$1.1M
- Calix, Inc.CALX56,656 shares · 0.0% of their software · price +$1.0M$3.0MFlat
- Commerce.com, Inc.CMRC587,883 shares · 0.0% of their software$2.9M+$2.1M
- OktaOKTA27,406 shares · 0.0% of their software$2.7M+$1.2M
- VaronisVRNS53,709 shares · 0.0% of their software · price +$553K$2.7M−$9.6M
- ServiceTitanTTAN25,108 shares · 0.0% of their software$2.7MNew · +$2.4M
- AsanaASAN195,266 shares · 0.0% of their software$2.6M−$6.5M
- Joint Stock Company Kaspi.kzKSPI30,313 shares · 0.0% of their software$2.6M−$3.7M
- BrazeBRZE90,879 shares · 0.0% of their software · price −$725K$2.6M+$2.7M
- SchrödingerSDGR126,823 shares · 0.0% of their software$2.6MNew · +$2.5M
- BackblazeBLZE430,642 shares · 0.0% of their software$2.4MFlat
- Ooma, Inc.OOMA177,174 shares · 0.0% of their software$2.3M+$759K
- International Money Express, Inc.IMXI206,203 shares · 0.0% of their software · price −$522K$2.1M+$2.4M
- Cognyte Software Ltd.CGNT224,053 shares · 0.0% of their software$2.1MFlat
- Xperi Inc.XPER244,654 shares · 0.0% of their software$1.9M−$580K
- NICENICE11,134 shares · 0.0% of their software$1.9MNew · +$1.7M
- WEX Inc.WEX12,177 shares · 0.0% of their software$1.8M−$12.8M
- VertexVERX50,045 shares · 0.0% of their software$1.8M−$3.0M
- Red Violet, Inc.RDVT31,755 shares · 0.0% of their software$1.6M+$955K
- Tuya Inc.TUYA628,693 shares · 0.0% of their software$1.5M+$1.2M
- Allot Ltd.ALLT163,412 shares · 0.0% of their software$1.4M+$514K
- Daily Journal CorporationDJCO3,251 shares · 0.0% of their software$1.4MNew · +$1.3M
- OpenTextOTEX46,500 shares · 0.0% of their software$1.4MFlat
- Riskified Ltd.RSKD271,536 shares · 0.0% of their software$1.4MFlat
- Euronet Worldwide, Inc.EEFT13,285 shares · 0.0% of their software$1.3M−$1.6M
- ePlus inc.PLUS18,363 shares · 0.0% of their software$1.3M+$665K
- FlywireFLYW109,401 shares · 0.0% of their software$1.3M−$4.2M
- Life360, Inc.LIF16,896 shares · 0.0% of their software$1.1MNew · +$649K
- Health CatalystHCAT282,281 shares · 0.0% of their software$1.1M+$519K
- Yalla Group LimitedYALA153,416 shares · 0.0% of their software$1.0MFlat
- SimilarwebSMWB111,929 shares · 0.0% of their software$878KNew · +$926K
- Diebold Nixdorf, IncorporatedDBD15,404 shares · 0.0% of their software$853K−$3.1M
- Five9FIVN31,182 shares · 0.0% of their software$826KFlat
- SprinklrCXM85,402 shares · 0.0% of their software$723KNew · +$713K
- Expensify, Inc.EXFY239,720 shares · 0.0% of their software$621K−$615K
- MicrosoftMSFT1,014 shares · 0.0% of their software$506K−$417M
- PubMaticPUBM32,508 shares · 0.0% of their software$404K−$2.1M
- BlackBerry LimitedBB70,183 shares · 0.0% of their software$322K−$516K
- Priority Technology Holdings, Inc.PRTH39,815 shares · 0.0% of their software$310KFlat
- VirTra, Inc.VTSI27,987 shares · 0.0% of their software$198KNew · Flat
- Repay Holdings CorporationRPAY30,570 shares · 0.0% of their software$147K−$813K
- FastlyFSLY16,400 shares · 0.0% of their software$116KNew · Flat
- Roadzen, Inc.RDZN80,075 shares · 0.0% of their software$78KNew · Flat
- Telos CorporationTLS21,048 shares · 0.0% of their software$67KNew · Flat
- DHI Group, Inc.DHX15,423 shares · 0.0% of their software$46KFlat
- SmartRent, Inc.SMRT43,194 shares · 0.0% of their software$43KNew · Flat
- Kaltura, Inc.KLTR13,746 shares · 0.0% of their software$28KNew · Flat