Generalist · New York, NY
Quantinno Capital Management
Q4 2024 · compared with Q3 2024
Filed as Quantinno Capital Management LP
- Software
- $1.1B
- Weight of 13F
- 11.0%
- Names
- 106
- Net bought
- +$245M
Filed 14 February 2025 · SEC filing.
1,639 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 2026210 names · $248K in calls, not in the total$6.2B+$948M
- Q1 2026205 names$4.9B+$1.5B
- Q4 2025198 names$4.8B+$1.7B
- Q3 2025181 names$3.8B+$1.1B
- Q2 2025161 names$2.6B+$568M
- Q1 2025141 names$1.6B+$621M
- Q4 2024106 names$1.1B+$245M
- Q3 202491 names$843M+$209M
- Q2 202483 names$625M+$104M
- Q1 202481 names$515M+$149M
- Q4 202373 names$323M+$32.1M
- Q3 202375 names$239M+$52.3M
- Q2 202361 names$196M+$18.6M
- Q1 202357 names$153M+$8.5M
- Q4 202255 names$121M+$44.0M
- Q3 202242 names$70.8M+$12.5M
- Q2 202243 names$63.8M+$21.1M
- Q1 202243 names$57.8M+$6.1M
- Q4 202137 names$59.1M+$49.5M
- Q3 202112 names$5.1M−$522K
- Q2 202112 names$5.4MFlat
- Q1 202112 names$5.1M−$3.3M
- Q4 202019 names$8.3M−$4.7M
- Q3 202028 names$11.2MFlat
- Q2 202028 names$10.6M−$6.2M
- Q1 202028 names$14.5M+$7.6M
- Q4 201922 names$9.1M−$610K
- Q3 201922 names$9.2M−$3.1M
- Q2 201925 names$13.0M+$2.9M
- Q1 201920 names$9.6MFlat
- Q4 201818 names$7.1M—
What moved the book
The five software lines with the largest share change this quarter.
Software held
- MicrosoftMSFT1,029,141 shares · 38.7% of their software · price −$9.1M$434M+$80.4M
- SalesforceCRM104,581 shares · 3.1% of their software · price +$6.3M$35.0M+$5.1M
- OracleORCL168,032 shares · 2.5% of their software · price −$632K$28.0M+$3.3M
- Palo Alto NetworksPANW136,230 shares · 2.2% of their software · price −$21.8M$24.8M+$31.5M
- ServiceNowNOW21,450 shares · 2.0% of their software · price +$3.6M$22.7M+$3.1M
- AdobeADBE49,432 shares · 2.0% of their software · price −$3.6M$22.0M+$2.9M
- DocuSignDOCU236,829 shares · 1.9% of their software · price +$6.6M$21.3M+$2.2M
- SynopsysSNPS38,694 shares · 1.7% of their software · price −$814K$18.8M+$625K
- OktaOKTA236,485 shares · 1.7% of their software · price +$1.1M$18.6M+$901K
- CadenceCDNS61,958 shares · 1.7% of their software · price +$1.8M$18.6M+$1.0M
- Uber Technologies, Inc.UBER295,392 shares · 1.6% of their software · price −$4.4M$17.8MFlat
- Automatic Data Processing, Inc.ADP56,780 shares · 1.5% of their software · price +$908K$16.6M+$3.6M
- SAPSAP67,203 shares · 1.5% of their software · price +$1.1M$16.5M+$1.6M
- IntuitINTU25,334 shares · 1.4% of their software$15.9M+$942K
- CrowdStrikeCRWD43,320 shares · 1.3% of their software · price +$2.7M$14.8M+$6.2M
- Manhattan AssociatesMANH52,970 shares · 1.3% of their software · price −$590K$14.3MFlat
- BILLBILL161,603 shares · 1.2% of their software · price +$5.2M$13.7M+$2.9M
- PalantirPLTR180,803 shares · 1.2% of their software · price +$6.9M$13.7M+$2.4M
- AutodeskADSK45,579 shares · 1.2% of their software · price +$916K$13.5M+$1.1M
- F5, Inc.FFIV52,022 shares · 1.2% of their software · price +$1.6M$13.1M+$4.5M
- WorkdayWDAY49,527 shares · 1.1% of their software · price +$675K$12.8M+$1.4M
- ZoomZM154,883 shares · 1.1% of their software · price +$1.8M$12.6M+$6.8M
- DynatraceDT231,860 shares · 1.1% of their software$12.6M+$4.5M
- TwilioTWLO112,926 shares · 1.1% of their software · price +$4.8M$12.2M+$4.0M
- DropboxDBX406,076 shares · 1.1% of their software · price +$1.9M$12.2M+$2.6M
- Fiserv, Inc.FISV50,913 shares · 0.9% of their software · price +$1.3M$10.5M+$1.8M
- NutanixNTNX169,004 shares · 0.9% of their software$10.3M+$2.5M
- AppLovinAPP30,383 shares · 0.9% of their software · price +$5.9M$9.8M+$3.1M
- PaylocityPCTY48,020 shares · 0.9% of their software · price +$1.7M$9.6M+$3.0M
- Gen DigitalGEN333,916 shares · 0.8% of their software$9.1M+$4.3M
- UnityU379,768 shares · 0.8% of their software$8.5M+$4.1M
- The Trade DeskTTD70,546 shares · 0.7% of their software · price +$556K$8.3M+$780K
- SS&CSSNC108,206 shares · 0.7% of their software$8.2M+$2.3M
- Amdocs LimitedDOX95,033 shares · 0.7% of their software$8.1M+$546K
- RingCentralRNG220,750 shares · 0.7% of their software · price +$746K$7.7M+$2.7M
- Paychex, Inc.PAYX53,459 shares · 0.7% of their software$7.5M+$2.2M
- NetApp, Inc.NTAP63,473 shares · 0.7% of their software$7.4M+$2.0M
- Fair IsaacFICO3,422 shares · 0.6% of their software$6.8M+$655K
- SnowflakeSNOW41,880 shares · 0.6% of their software · price +$1.7M$6.5M+$858K
- Roper Technologies, Inc.ROP11,868 shares · 0.5% of their software$6.2M+$942K
- Block, Inc.XYZ71,039 shares · 0.5% of their software · price +$1.3M$6.0M+$993K
- FortinetFTNT61,359 shares · 0.5% of their software · price +$1.0M$5.8M+$1.0M
- Check PointCHKP29,241 shares · 0.5% of their software$5.5MFlat
- ShopifySHOP48,553 shares · 0.5% of their software · price +$1.3M$5.2M+$770K
- Corpay, Inc.CPAY15,045 shares · 0.5% of their software$5.1M+$1.8M
- CommvaultCVLT32,469 shares · 0.4% of their software$4.9MFlat
- HubSpotHUBS6,907 shares · 0.4% of their software · price +$1.1M$4.8MFlat
- VeriskVRSK17,060 shares · 0.4% of their software$4.7M+$1.1M
- AtlassianTEAM19,213 shares · 0.4% of their software · price +$1.6M$4.7M+$926K
- PaycomPAYC21,890 shares · 0.4% of their software · price +$841K$4.5MFlat
- TeradataTDC143,859 shares · 0.4% of their software$4.5M+$2.0M
- CloudflareNET39,575 shares · 0.4% of their software · price +$1.1M$4.3M+$767K
- VeriSign, Inc.VRSN20,160 shares · 0.4% of their software$4.2M+$1.9M
- SamsaraIOT88,466 shares · 0.3% of their software$3.9MNew · +$4.3M
- Euronet Worldwide, Inc.EEFT36,565 shares · 0.3% of their software$3.8M+$1.7M
- TrimbleTRMB53,206 shares · 0.3% of their software$3.8M+$2.8M
- PegasystemsPEGA39,899 shares · 0.3% of their software · price +$802K$3.7M−$917K
- Q2QTWO36,247 shares · 0.3% of their software · price +$757K$3.6MNew · +$2.9M
- DatadogDDOG25,069 shares · 0.3% of their software · price +$698K$3.6MFlat
- BroadridgeBR15,816 shares · 0.3% of their software$3.6M+$875K
- NICENICE20,146 shares · 0.3% of their software$3.4MFlat
- MongoDBMDB14,262 shares · 0.3% of their software · price −$535K$3.3M+$1.9M
- GoDaddyGDDY15,657 shares · 0.3% of their software · price +$636K$3.1MFlat
- ZscalerZS16,672 shares · 0.3% of their software$3.0M+$603K
- Shift4 Payments, Inc.FOUR28,559 shares · 0.3% of their software$3.0MFlat
- ZoomInfoZI243,323 shares · 0.2% of their software$2.6M—
- WixWIX11,393 shares · 0.2% of their software · price +$540K$2.4MFlat
- MorningstarMORN6,924 shares · 0.2% of their software$2.3MFlat
- ElasticESTC22,960 shares · 0.2% of their software · price +$512K$2.3M+$606K
- WEX Inc.WEX12,905 shares · 0.2% of their software$2.3MFlat
- PTCPTC10,728 shares · 0.2% of their software$2.0M+$1.4M
- VeevaVEEV8,356 shares · 0.2% of their software$1.8M+$630K
- GuidewireGWRE10,364 shares · 0.2% of their software$1.7M+$1.2M
- FactSetFDS3,465 shares · 0.1% of their software$1.7M+$521K
- CoStarCSGP23,007 shares · 0.1% of their software$1.6M+$610K
- CertaraCERT146,938 shares · 0.1% of their software$1.6MNew · +$1.7M
- AkamaiAKAM14,540 shares · 0.1% of their software$1.4MFlat
- Tyler TechnologiesTYL2,401 shares · 0.1% of their software$1.4M+$597K
- Strategy IncMSTR3,642 shares · 0.1% of their software$1.1MFlat
- Clear Secure, Inc.YOU32,374 shares · 0.1% of their software$862KFlat
- Grab Holdings LimitedGRAB181,522 shares · 0.1% of their software$857K+$581K
- AsanaASAN41,830 shares · 0.1% of their software$848KNew · Flat
- DescartesDSGX6,821 shares · 0.1% of their software$775KFlat
- PagerDutyPD41,266 shares · 0.1% of their software$754KNew · +$765K
- nCinoNCNO14,332 shares · 0.0% of their software$481KFlat
- SPS CommerceSPSC2,241 shares · 0.0% of their software$412KFlat
- Global-EGLBE7,511 shares · 0.0% of their software$410KFlat
- monday.comMNDY1,699 shares · 0.0% of their software$400KFlat
- WorkivaWK3,342 shares · 0.0% of their software$366KFlat
- Alarm.com Holdings, Inc.ALRM5,453 shares · 0.0% of their software$332KFlat
- ToastTOST8,534 shares · 0.0% of their software$311KNew · Flat
- GitLabGTLB5,341 shares · 0.0% of their software$301KNew · Flat
- BoxBOX9,139 shares · 0.0% of their software$289KNew · Flat
- Five9FIVN7,062 shares · 0.0% of their software$287KNew · Flat
- DoximityDOCS4,615 shares · 0.0% of their software$246KNew · Flat
- Bentley SystemsBSY5,261 shares · 0.0% of their software$246KFlat
- InterDigital, Inc.IDCC1,221 shares · 0.0% of their software$237KNew · Flat
- ProcorePCOR3,085 shares · 0.0% of their software$231KNew · Flat
- NCR Atleos CorporationNATL6,714 shares · 0.0% of their software$228KNew · Flat
- UiPathPATH17,664 shares · 0.0% of their software$225KFlat
- CCC Intelligent Solutions Holdings Inc.CCC19,036 shares · 0.0% of their software$223KFlat
- QualysQLYS1,521 shares · 0.0% of their software$213KNew · Flat
- Lyft, Inc.LYFT12,182 shares · 0.0% of their software$157KNew · Flat
- YextYEXT18,676 shares · 0.0% of their software$119KFlat
- BlackBerry LimitedBB28,591 shares · 0.0% of their software$108KFlat
- StoneCo Ltd.STNE12,980 shares · 0.0% of their software$103KNew · Flat