Generalist · New York, NY
Quantinno Capital Management
Q1 2025 · compared with Q4 2024
Filed as Quantinno Capital Management LP
- Software
- $1.6B
- Weight of 13F
- 10.5%
- Names
- 141
- Net bought
- +$621M
Filed 12 May 2025 · SEC filing.
2,097 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
- MicrosoftMSFT1,417,351 shares · 33.0% of their software · price −$65.4M$532M+$164M
- SalesforceCRM187,333 shares · 3.1% of their software · price −$12.4M$50.3M+$27.7M
- OktaOKTA398,992 shares · 2.6% of their software · price +$10.5M$42.0M+$12.8M
- Uber Technologies, Inc.UBER507,584 shares · 2.3% of their software · price +$6.4M$37.0M+$12.8M
- AdobeADBE93,288 shares · 2.2% of their software · price −$5.7M$35.8M+$19.5M
- Palo Alto NetworksPANW203,740 shares · 2.2% of their software · price −$2.3M$34.8M+$12.3M
- OracleORCL247,681 shares · 2.1% of their software · price −$6.6M$34.6M+$13.3M
- NutanixNTNX480,588 shares · 2.1% of their software · price +$4.1M$33.5M+$19.1M
- Automatic Data Processing, Inc.ADP100,269 shares · 1.9% of their software · price +$1.3M$30.6M+$12.7M
- DocuSignDOCU370,325 shares · 1.9% of their software · price −$3.2M$30.1M+$12.0M
- ServiceNowNOW35,546 shares · 1.8% of their software · price −$9.4M$28.3M+$14.9M
- PalantirPLTR322,996 shares · 1.7% of their software · price +$2.8M$27.3M+$10.8M
- IntuitINTU39,722 shares · 1.5% of their software · price −$576K$24.4M+$9.0M
- WorkdayWDAY102,370 shares · 1.5% of their software · price −$2.5M$23.9M+$13.6M
- ZoomZM320,000 shares · 1.5% of their software · price −$2.5M$23.6M+$13.5M
- F5, Inc.FFIV84,312 shares · 1.4% of their software · price +$1.2M$22.4M+$8.1M
- Fiserv, Inc.FISV100,089 shares · 1.4% of their software · price +$1.5M$22.1M+$10.1M
- TrimbleTRMB336,324 shares · 1.4% of their software · price −$1.7M$22.1M+$20.0M
- Gen DigitalGEN824,283 shares · 1.4% of their software · price −$692K$21.9M+$13.4M
- SAPSAP81,056 shares · 1.3% of their software · price +$1.8M$21.8M+$3.4M
- PaylocityPCTY103,394 shares · 1.2% of their software · price −$1.3M$19.4M+$11.0M
- CrowdStrikeCRWD54,545 shares · 1.2% of their software · price +$568K$19.2M+$3.8M
- DropboxDBX712,929 shares · 1.2% of their software · price −$2.4M$19.0M+$9.2M
- SynopsysSNPS43,514 shares · 1.2% of their software · price −$2.5M$18.7M+$2.3M
- CadenceCDNS71,330 shares · 1.1% of their software · price −$3.3M$18.1M+$2.8M
- Roper Technologies, Inc.ROP27,539 shares · 1.0% of their software · price +$1.9M$16.2M+$8.1M
- DynatraceDT333,660 shares · 1.0% of their software · price −$2.4M$15.7M+$5.5M
- AppLovinAPP57,101 shares · 0.9% of their software · price −$3.4M$15.1M+$8.7M
- Paychex, Inc.PAYX96,462 shares · 0.9% of their software · price +$1.4M$14.9M+$6.0M
- AutodeskADSK54,701 shares · 0.9% of their software · price −$1.8M$14.3M+$2.7M
- Amdocs LimitedDOX150,714 shares · 0.9% of their software · price +$959K$13.8M+$4.7M
- TwilioTWLO128,567 shares · 0.8% of their software · price −$1.3M$12.6M+$1.7M
- Manhattan AssociatesMANH69,785 shares · 0.7% of their software · price −$6.8M$12.1M+$4.5M
- BroadridgeBR49,427 shares · 0.7% of their software · price +$809K$12.0M+$7.6M
- ElasticESTC130,556 shares · 0.7% of their software · price −$1.3M$11.6M+$10.7M
- VeriskVRSK37,917 shares · 0.7% of their software · price +$841K$11.3M+$5.7M
- VeriSign, Inc.VRSN44,377 shares · 0.7% of their software · price +$2.1M$11.3M+$5.0M
- FortinetFTNT113,787 shares · 0.7% of their software$11.0M+$5.0M
- ShopifySHOP104,995 shares · 0.6% of their software · price −$1.1M$10.0M+$6.0M
- Fair IsaacFICO5,415 shares · 0.6% of their software · price −$795K$10.0M+$4.0M
- SS&CSSNC115,868 shares · 0.6% of their software · price +$898K$9.7M+$581K
- PaycomPAYC41,230 shares · 0.6% of their software · price +$557K$9.0M+$4.0M
- Check PointCHKP33,960 shares · 0.5% of their software · price +$1.4M$7.7M+$881K
- SnowflakeSNOW48,088 shares · 0.4% of their software$7.0M+$959K
- AtlassianTEAM32,356 shares · 0.4% of their software · price −$1.0M$6.9M+$3.2M
- Tyler TechnologiesTYL11,700 shares · 0.4% of their software$6.8M+$5.4M
- Corpay, Inc.CPAY19,457 shares · 0.4% of their software$6.8M+$1.5M
- Euronet Worldwide, Inc.EEFT59,293 shares · 0.4% of their software$6.3M+$2.3M
- MorningstarMORN21,023 shares · 0.4% of their software · price −$776K$6.3M+$4.7M
- DatadogDDOG62,888 shares · 0.4% of their software · price −$2.7M$6.2M+$5.4M
- Intapp, Inc.INTA106,652 shares · 0.4% of their software · price −$609K$6.2MNew · +$6.8M
- UnityU313,639 shares · 0.4% of their software · price −$903K$6.1M−$1.5M
- CommvaultCVLT35,473 shares · 0.3% of their software$5.6MFlat
- SamsaraIOT145,806 shares · 0.3% of their software · price −$782K$5.6M+$2.5M
- NetApp, Inc.NTAP63,427 shares · 0.3% of their software · price −$1.8M$5.6MFlat
- PTCPTC35,596 shares · 0.3% of their software · price −$1.0M$5.5M+$4.6M
- CloudflareNET48,322 shares · 0.3% of their software$5.4M+$942K
- GuidewireGWRE28,925 shares · 0.3% of their software · price +$543K$5.4M+$3.1M
- HubSpotHUBS9,158 shares · 0.3% of their software · price −$1.1M$5.2M+$1.6M
- Block, Inc.XYZ88,536 shares · 0.3% of their software · price −$2.7M$4.8M+$1.5M
- AppFolioAPPF21,852 shares · 0.3% of their software · price −$586K$4.8MNew · +$5.4M
- CoStarCSGP59,416 shares · 0.3% of their software$4.7M+$2.6M
- RingCentralRNG184,287 shares · 0.3% of their software · price −$1.9M$4.6M−$1.3M
- WEX Inc.WEX27,551 shares · 0.3% of their software · price −$504K$4.3M+$2.6M
- PegasystemsPEGA62,130 shares · 0.3% of their software · price −$1.5M$4.3M+$2.1M
- WixWIX25,369 shares · 0.3% of their software · price −$1.3M$4.1M+$3.0M
- BILLBILL87,151 shares · 0.2% of their software · price −$3.4M$4.0M−$6.3M
- VeevaVEEV15,965 shares · 0.2% of their software$3.7M+$1.6M
- GoDaddyGDDY20,166 shares · 0.2% of their software$3.6M+$890K
- The Trade DeskTTD65,730 shares · 0.2% of their software · price −$4.1M$3.6M−$566K
- ZscalerZS17,706 shares · 0.2% of their software$3.5MFlat
- ZoomInfoZI348,696 shares · 0.2% of their software$3.5M—
- CertaraCERT334,217 shares · 0.2% of their software$3.3M+$2.0M
- NICENICE21,065 shares · 0.2% of their software$3.2MFlat
- MongoDBMDB17,277 shares · 0.2% of their software · price −$992K$3.0M+$702K
- Q2QTWO36,780 shares · 0.2% of their software · price −$759K$2.9MFlat
- Strategy IncMSTR10,194 shares · 0.2% of their software$2.9M+$1.9M
- JFrogFROG91,486 shares · 0.2% of their software$2.9MNew · +$2.7M
- ProcorePCOR44,282 shares · 0.2% of their software$2.9M+$3.1M
- Shift4 Payments, Inc.FOUR29,180 shares · 0.1% of their software · price −$644K$2.4MFlat
- FactSetFDS4,781 shares · 0.1% of their software$2.2M+$632K
- monday.comMNDY7,369 shares · 0.1% of their software$1.8M+$1.3M
- TenableTENB40,772 shares · 0.1% of their software$1.4MNew · +$1.6M
- Clear Secure, Inc.YOU45,716 shares · 0.1% of their software$1.2MFlat
- Grab Holdings LimitedGRAB249,839 shares · 0.1% of their software$1.1MFlat
- DescartesDSGX9,974 shares · 0.1% of their software$1.0MFlat
- PagerDutyPD48,367 shares · 0.1% of their software$884KFlat
- AsanaASAN52,149 shares · 0.0% of their software$760KFlat
- ToastTOST22,546 shares · 0.0% of their software$748K+$511K
- nCinoNCNO26,884 shares · 0.0% of their software$739KFlat
- AkamaiAKAM8,505 shares · 0.0% of their software$685K−$577K
- BoxBOX19,659 shares · 0.0% of their software$607KFlat
- Lyft, Inc.LYFT47,435 shares · 0.0% of their software$563KFlat
- SentinelOneS30,717 shares · 0.0% of their software$558KNew · +$682K
- Five9FIVN19,140 shares · 0.0% of their software$520KFlat
- GitLabGTLB10,988 shares · 0.0% of their software$516KFlat
- SPS CommerceSPSC3,668 shares · 0.0% of their software$487KFlat
- Alarm.com Holdings, Inc.ALRM8,579 shares · 0.0% of their software$477KFlat
- DoximityDOCS7,986 shares · 0.0% of their software$463KFlat
- DoubleVerifyDV33,903 shares · 0.0% of their software$453KNew · +$651K
- NCR Atleos CorporationNATL16,054 shares · 0.0% of their software$424KFlat
- DuolingoDUOL1,363 shares · 0.0% of their software$423KNew · Flat
- InterDigital, Inc.IDCC1,904 shares · 0.0% of their software$394KFlat
- WorkivaWK5,184 shares · 0.0% of their software$394KFlat
- StoneCo Ltd.STNE37,248 shares · 0.0% of their software$390KFlat
- Bentley SystemsBSY9,730 shares · 0.0% of their software$383KFlat
- QualysQLYS2,878 shares · 0.0% of their software$362KFlat
- TeradataTDC15,665 shares · 0.0% of their software$352K−$4.0M
- UiPathPATH33,634 shares · 0.0% of their software$346KFlat
- CCC Intelligent Solutions Holdings Inc.CCC37,368 shares · 0.0% of their software$337KFlat
- BrazeBRZE8,463 shares · 0.0% of their software$305KNew · Flat
- OpenTextOTEX12,068 shares · 0.0% of their software$305KNew · Flat
- LiveRamp Holdings, Inc.RAMP11,366 shares · 0.0% of their software$297KNew · Flat
- Global-EGLBE8,297 shares · 0.0% of their software$296KFlat
- ACI WorldwideACIW5,380 shares · 0.0% of their software$294KNew · Flat
- ProgressPRGS4,998 shares · 0.0% of their software$257KNew · Flat
- ePlus inc.PLUS3,710 shares · 0.0% of their software$226KNew · Flat
- Rapid7RPD8,468 shares · 0.0% of their software$224KNew · Flat
- VaronisVRNS5,489 shares · 0.0% of their software$222KNew · Flat
- YextYEXT33,971 shares · 0.0% of their software$209KFlat
- A10 Networks, Inc.ATEN12,803 shares · 0.0% of their software$209KNew · Flat
- NetScout Systems, Inc.NTCT9,937 shares · 0.0% of their software$209KNew · Flat
- PagSeguro Digital Ltd.PAGS24,287 shares · 0.0% of their software$185KNew · Flat
- AvePointAVPT12,461 shares · 0.0% of their software$180KNew · Flat
- Adeia Inc.ADEA13,568 shares · 0.0% of their software$179KNew · Flat
- FreshworksFRSH12,314 shares · 0.0% of their software$174KNew · Flat
- Ooma, Inc.OOMA12,485 shares · 0.0% of their software$163KNew · Flat
- AmplitudeAMPL15,273 shares · 0.0% of their software$156KNew · Flat
- Immersion CorporationIMMR19,797 shares · 0.0% of their software$150KNew · Flat
- BlackBerry LimitedBB36,085 shares · 0.0% of their software$136KFlat
- PubMaticPUBM14,801 shares · 0.0% of their software$135KNew · Flat
- Repay Holdings CorporationRPAY22,678 shares · 0.0% of their software$126KNew · Flat
- N-ableNABL17,152 shares · 0.0% of their software$122KNew · Flat
- Xperi Inc.XPER14,468 shares · 0.0% of their software$112KNew · Flat
- Payoneer Global Inc.PAYO15,106 shares · 0.0% of their software$110KNew · Flat
- SprinklrCXM11,789 shares · 0.0% of their software$98KNew · Flat
- CS Disco, Inc.LAW23,658 shares · 0.0% of their software$97KNew · Flat
- Commerce.com, Inc.CMRC16,272 shares · 0.0% of their software$94KNew · Flat
- SoundHound AI, Inc.SOUN11,364 shares · 0.0% of their software$92KNew · Flat
- Alight, Inc.ALIT15,386 shares · 0.0% of their software$91KNew · Flat
- Health CatalystHCAT14,394 shares · 0.0% of their software$65KNew · Flat