Generalist · London, United Kingdom
Qube Research & Technologies
Q3 2025 · compared with Q2 2025
Filed as Qube Research & Technologies LTD
- Software
- $7.5B
- Weight of 13F
- 10.7%
- Names
- 160
- Net bought
- −$372M
Filed 14 November 2025 · SEC filing.
Call exposure on these names is $1.8B across 49 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
- MicrosoftMSFT1,520,493 shares · 10.4% of their software · price +$31.2M$788M+$756M
- IntuitINTU712,152 shares · 6.4% of their software · price −$74.6M$486M+$180M
- AdobeADBE1,100,374 shares · 5.1% of their software · price −$37.6M$388M−$100M
- Roper Technologies, Inc.ROP750,800 shares · 5.0% of their software · price −$51.2M$374M+$242M
- SalesforceCRM1,395,189 shares · 4.4% of their software · price −$49.8M$331M−$524M
- AutodeskADSK944,047 shares · 4.0% of their software · price +$7.6M$300M+$54.4M
- Fiserv, Inc.FISV2,158,412 shares · 3.7% of their software · price −$93.8M$278M+$149M
- VeevaVEEV918,264 shares · 3.6% of their software · price +$9.1M$274M−$73.8M
- AtlassianTEAM1,622,350 shares · 3.4% of their software · price −$70.4M$259M+$5.6M
- ToastTOST6,519,461 shares · 3.2% of their software · price −$50.7M$238M−$9.4M
- GuidewireGWRE982,747 shares · 3.0% of their software · price −$5.5M$226M+$59.2M
- VeriskVRSK874,918 shares · 2.9% of their software · price −$52.5M$220M+$146M
- ZoomZM2,661,819 shares · 2.9% of their software · price +$12.0M$220M+$61.5M
- GoDaddyGDDY1,583,078 shares · 2.9% of their software · price −$68.4M$217M+$128M
- HubSpotHUBS293,744 shares · 1.8% of their software · price −$26.1M$137M−$62.1M
- CoreWeave, Inc.CRWV861,243 shares · 1.6% of their software · price −$22.6M$118MNew · +$140M
- BroadridgeBR485,025 shares · 1.5% of their software · price −$2.4M$116M+$61.8M
- Uber Technologies, Inc.UBER1,120,397 shares · 1.5% of their software · price +$5.2M$110M−$346M
- OracleORCL379,846 shares · 1.4% of their software · price +$23.8M$107M−$27.6M
- F5, Inc.FFIV312,725 shares · 1.3% of their software · price +$9.0M$101M+$19.6M
- Paychex, Inc.PAYX748,304 shares · 1.3% of their software · price −$14.0M$94.9MNew · +$109M
- CloudflareNET415,394 shares · 1.2% of their software · price +$7.8M$89.1M+$31.5M
- PaylocityPCTY552,313 shares · 1.2% of their software · price −$12.1M$88.0M+$38.0M
- VeriSign, Inc.VRSN290,228 shares · 1.1% of their software · price −$2.7M$81.1M−$10.4M
- Automatic Data Processing, Inc.ADP273,742 shares · 1.1% of their software · price −$4.1M$80.3M−$85.4M
- Gen DigitalGEN2,786,250 shares · 1.0% of their software · price −$2.8M$79.1M+$34.5M
- SAPSAP282,194 shares · 1.0% of their software · price −$10.4M$75.4M−$38.4M
- ZscalerZS235,938 shares · 0.9% of their software · price −$3.4M$70.7M+$47.4M
- ElasticESTC825,528 shares · 0.9% of their software$69.7M−$9.0M
- Lyft, Inc.LYFT2,768,951 shares · 0.8% of their software · price +$17.3M$60.9M−$57.1M
- StoneCo Ltd.STNE3,068,066 shares · 0.8% of their software · price +$8.8M$58.0MNew · +$49.2M
- MorningstarMORN200,441 shares · 0.6% of their software · price −$16.4M$46.5M+$19.3M
- SnowflakeSNOW196,764 shares · 0.6% of their software$44.4M+$24.5M
- Tyler TechnologiesTYL83,489 shares · 0.6% of their software · price −$5.8M$43.7M−$22.4M
- SS&CSSNC478,196 shares · 0.6% of their software · price +$2.9M$42.4M+$3.7M
- CadenceCDNS120,610 shares · 0.6% of their software · price +$5.2M$42.4MNew · +$37.2M
- Amdocs LimitedDOX494,477 shares · 0.5% of their software · price −$4.5M$40.6M+$10.4M
- ServiceTitanTTAN401,529 shares · 0.5% of their software · price −$2.5M$40.5M+$40.3M
- Clearwater AnalyticsCWAN2,104,922 shares · 0.5% of their software$37.9M—
- BoxBOX1,029,097 shares · 0.4% of their software · price −$2.0M$33.2M−$6.2M
- FreshworksFRSH2,790,166 shares · 0.4% of their software · price −$8.8M$32.8M+$23.7M
- InterDigital, Inc.IDCC88,735 shares · 0.4% of their software · price +$10.7M$30.6M−$8.8M
- Sportradar Group AGSRAD1,049,914 shares · 0.4% of their software · price −$1.2M$28.2M+$19.7M
- JFrogFROG596,271 shares · 0.4% of their software · price +$2.1M$28.2M+$14.4M
- Full Truck Alliance Co. Ltd.YMM1,903,758 shares · 0.3% of their software · price +$2.2M$24.7M−$8.1M
- Remitly Global, Inc.RELY1,440,535 shares · 0.3% of their software · price −$3.6M$23.5M−$9.4M
- Alarm.com Holdings, Inc.ALRM442,124 shares · 0.3% of their software · price −$1.5M$23.5MFlat
- UnityU561,541 shares · 0.3% of their software · price +$8.9M$22.5MNew · +$13.6M
- DropboxDBX721,708 shares · 0.3% of their software · price +$1.2M$21.8M+$10.6M
- ServiceNowNOW23,519 shares · 0.3% of their software · price −$2.5M$21.6M−$198M
- ShopifySHOP145,604 shares · 0.3% of their software · price +$4.8M$21.6M−$7.7M
- TenableTENB718,489 shares · 0.3% of their software · price −$3.3M$21.0M+$2.1M
- MongoDBMDB66,190 shares · 0.3% of their software · price +$6.6M$20.5MFlat
- WixWIX115,218 shares · 0.3% of their software · price +$2.2M$20.5M−$45.6M
- CourseraCOUR1,679,359 shares · 0.3% of their software · price +$5.0M$19.7M−$1.8M
- FactSetFDS66,543 shares · 0.3% of their software · price −$10.7M$19.1MNew · +$29.8M
- Global-EGLBE513,463 shares · 0.2% of their software · price +$1.1M$18.4M−$14.3M
- KlaviyoKVYO641,397 shares · 0.2% of their software · price −$3.8M$17.8M+$2.4M
- DoximityDOCS241,943 shares · 0.2% of their software · price +$2.9M$17.7M−$22.3M
- PhreesiaPHR730,054 shares · 0.2% of their software · price −$3.6M$17.2M+$9.7M
- PagSeguro Digital Ltd.PAGS1,703,936 shares · 0.2% of their software · price +$613K$17.0M+$1.6M
- NutanixNTNX223,216 shares · 0.2% of their software$16.6M−$106M
- ProgressPRGS371,593 shares · 0.2% of their software · price −$7.4M$16.3MNew · +$23.7M
- Corpay, Inc.CPAY55,609 shares · 0.2% of their software · price −$2.4M$16.0MNew · +$18.5M
- Grindr Inc.GRND1,043,577 shares · 0.2% of their software · price −$8.0M$15.7M+$14.0M
- Upbound Group, Inc.UPBD662,760 shares · 0.2% of their software · price −$974K$15.7M−$3.0M
- Bentley SystemsBSY293,306 shares · 0.2% of their software · price −$730K$15.1M+$10.5M
- Calix, Inc.CALX241,563 shares · 0.2% of their software · price +$2.0M$14.8M+$9.8M
- Cellebrite DI Ltd.CLBT794,497 shares · 0.2% of their software · price +$2.0M$14.7M−$11.3M
- Intapp, Inc.INTA345,481 shares · 0.2% of their software · price −$3.7M$14.1M−$2.6M
- PaymentusPAY459,166 shares · 0.2% of their software · price −$987K$14.1MFlat
- AppianAPPN457,378 shares · 0.2% of their software$14.0M−$1.2M
- Check PointCHKP67,404 shares · 0.2% of their software · price −$967K$13.9M−$41.1M
- AvePointAVPT921,282 shares · 0.2% of their software · price −$4.0M$13.8M−$6.0M
- Clear Secure, Inc.YOU408,423 shares · 0.2% of their software · price +$2.3M$13.6M+$4.5M
- Sprout SocialSPT1,022,426 shares · 0.2% of their software · price −$8.2M$13.2M+$8.1M
- TeradataTDC579,136 shares · 0.2% of their software$12.5M+$1.6M
- DynatraceDT254,028 shares · 0.2% of their software · price −$1.7M$12.3M−$19.4M
- QualysQLYS88,809 shares · 0.2% of their software · price −$936K$11.8M−$5.4M
- EVERTEC, Inc.EVTC340,388 shares · 0.2% of their software · price −$773K$11.5M+$4.8M
- SPS CommerceSPSC109,923 shares · 0.2% of their software · price −$3.5M$11.4M+$680K
- PagerDutyPD686,142 shares · 0.2% of their software · price +$851K$11.3M−$1.3M
- YextYEXT1,330,133 shares · 0.2% of their software$11.3M+$3.2M
- Rapid7RPD594,904 shares · 0.1% of their software · price −$2.6M$11.2M+$1.4M
- ACI WorldwideACIW205,434 shares · 0.1% of their software · price +$1.4M$10.8M−$10.5M
- Five9FIVN422,772 shares · 0.1% of their software · price −$964K$10.2M+$10.4M
- A10 Networks, Inc.ATEN563,476 shares · 0.1% of their software · price −$676K$10.2M+$4.4M
- NetScout Systems, Inc.NTCT387,718 shares · 0.1% of their software$10.0M−$3.7M
- Grab Holdings LimitedGRAB1,534,562 shares · 0.1% of their software · price +$1.5M$9.2M−$11.0M
- LiveRamp Holdings, Inc.RAMP332,672 shares · 0.1% of their software · price −$2.0M$9.0M−$1.0M
- DescartesDSGX90,106 shares · 0.1% of their software · price −$669K$8.5MNew · +$9.2M
- BullishBLSH132,729 shares · 0.1% of their software$8.4MNew · +$8.4M
- Fair IsaacFICO5,639 shares · 0.1% of their software · price −$1.9M$8.4M+$6.8M
- BlackbaudBLKB117,097 shares · 0.1% of their software$7.5M+$1.3M
- Dave Inc.DAVE37,566 shares · 0.1% of their software · price −$2.6M$7.5M−$12.0M
- Payoneer Global Inc.PAYO1,224,899 shares · 0.1% of their software · price −$980K$7.4MFlat
- Alight, Inc.ALIT2,085,319 shares · 0.1% of their software · price −$5.0M$6.8M+$7.5M
- Radware Ltd.RDWR253,044 shares · 0.1% of their software · price −$746K$6.7M+$3.6M
- PAR Technology CorporationPAR168,317 shares · 0.1% of their software · price −$5.0M$6.7MNew · +$11.7M
- Blend Labs, Inc.BLND1,754,931 shares · 0.1% of their software · price +$614K$6.4M−$2.2M
- International Money Express, Inc.IMXI440,930 shares · 0.1% of their software · price +$1.7M$6.2M+$2.4M
- WorkivaWK67,482 shares · 0.1% of their software · price +$1.2M$5.8M−$13.2M
- Adeia Inc.ADEA331,720 shares · 0.1% of their software · price +$882K$5.6M−$626K
- Pagaya Technologies Ltd.PGY187,211 shares · 0.1% of their software · price +$1.6M$5.6MNew · +$4.0M
- OneSpan Inc.OSPN339,287 shares · 0.1% of their software$5.4M−$3.2M
- Diebold Nixdorf, IncorporatedDBD91,997 shares · 0.1% of their software$5.2M+$4.2M
- Chime Financial, Inc.CHYM239,726 shares · 0.1% of their software · price −$3.4M$4.8MNew · +$8.3M
- MagniteMGNI208,938 shares · 0.1% of their software$4.6MNew · +$5.0M
- UiPathPATH337,866 shares · 0.1% of their software$4.5MNew · +$4.3M
- Bandwidth Inc.BAND266,900 shares · 0.1% of their software$4.4M−$1.2M
- Life360, Inc.LIF39,308 shares · 0.1% of their software · price +$1.6M$4.2M+$1.5M
- DuolingoDUOL11,790 shares · 0.1% of their software · price −$1.0M$3.8M−$199M
- Ooma, Inc.OOMA304,278 shares · 0.0% of their software$3.6M+$1.6M
- Euronet Worldwide, Inc.EEFT39,594 shares · 0.0% of their software · price −$537K$3.5M+$2.7M
- Immersion CorporationIMMR472,587 shares · 0.0% of their software$3.5MFlat
- Yalla Group LimitedYALA435,184 shares · 0.0% of their software$3.3M+$1.9M
- Allot Ltd.ALLT254,572 shares · 0.0% of their software · price +$517K$2.7M+$779K
- BackblazeBLZE287,658 shares · 0.0% of their software · price +$1.1M$2.7M−$786K
- N-ableNABL322,761 shares · 0.0% of their software$2.5M−$618K
- Commerce.com, Inc.CMRC485,070 shares · 0.0% of their software$2.4M−$514K
- Joint Stock Company Kaspi.kzKSPI29,073 shares · 0.0% of their software$2.4MFlat
- AlkamiALKT95,221 shares · 0.0% of their software · price −$505K$2.4M−$5.3M
- ePlus inc.PLUS33,023 shares · 0.0% of their software$2.3M+$1.1M
- VaronisVRNS39,218 shares · 0.0% of their software$2.3M−$735K
- DLocal LimitedDLO155,088 shares · 0.0% of their software$2.2MNew · +$1.8M
- NetApp, Inc.NTAP18,595 shares · 0.0% of their software$2.2M−$33.7M
- Rubrik, Inc.RBRK24,631 shares · 0.0% of their software$2.0M−$61.7M
- OktaOKTA21,236 shares · 0.0% of their software$1.9M−$617K
- Cognyte Software Ltd.CGNT221,566 shares · 0.0% of their software$1.9MFlat
- AsanaASAN126,675 shares · 0.0% of their software$1.7M−$926K
- NICENICE11,276 shares · 0.0% of their software$1.6MFlat
- AppFolioAPPF5,490 shares · 0.0% of their software$1.5MNew · +$1.3M
- PowerFleet, Inc.AIOT285,969 shares · 0.0% of their software$1.5M−$2.7M
- PDF Solutions, Inc.PDFS57,860 shares · 0.0% of their software$1.5M−$2.1M
- SchrödingerSDGR64,325 shares · 0.0% of their software$1.3M−$1.3M
- NextNav Inc.NN86,373 shares · 0.0% of their software$1.2MNew · +$1.3M
- Priority Technology Holdings, Inc.PRTH169,992 shares · 0.0% of their software$1.2M+$1.0M
- Red Violet, Inc.RDVT21,519 shares · 0.0% of their software$1.1M−$504K
- SprinklrCXM125,604 shares · 0.0% of their software$970KFlat
- DomoDOMO60,126 shares · 0.0% of their software$952KNew
- Tuya Inc.TUYA376,287 shares · 0.0% of their software$929K−$583K
- Q2QTWO12,002 shares · 0.0% of their software$869K−$14.6M
- BlackBerry LimitedBB147,103 shares · 0.0% of their software$718KFlat
- Xperi Inc.XPER108,923 shares · 0.0% of their software$706K−$1.1M
- Expensify, Inc.EXFY348,521 shares · 0.0% of their software$645KFlat
- Riskified Ltd.RSKD133,416 shares · 0.0% of their software$624K−$689K
- OpenTextOTEX13,991 shares · 0.0% of their software$523K−$949K
- PTCPTC2,550 shares · 0.0% of their software$518K−$14.0M
- Viant Technology Inc.DSP57,167 shares · 0.0% of their software$493KNew · +$756K
- Mitek Systems, Inc.MITK41,087 shares · 0.0% of their software$401KNew · Flat
- MNTN, Inc.MNTN20,948 shares · 0.0% of their software$389KNew · Flat
- SemrushSEMR53,422 shares · 0.0% of their software$378K—
- ReposiTrak, Inc.TRAK21,408 shares · 0.0% of their software$317KNew · Flat
- PalantirPLTR1,578 shares · 0.0% of their software$285K−$34.7M
- SmartRent, Inc.SMRT119,240 shares · 0.0% of their software$168KFlat
- MicroCloud Hologram Inc.HOLO14,198 shares · 0.0% of their software$70KNew · Flat
- Paysign, Inc.PAYS10,719 shares · 0.0% of their software$67KNew · Flat
- VirTra, Inc.VTSI10,514 shares · 0.0% of their software$55KFlat
- DHI Group, Inc.DHX15,937 shares · 0.0% of their software$44KFlat
- Roadzen, Inc.RDZN31,350 shares · 0.0% of their software$27KFlat