Generalist · New York, NY
Quantinno Capital Management
Q2 2025 · compared with Q1 2025
Filed as Quantinno Capital Management LP
- Software
- $2.6B
- Weight of 13F
- 11.4%
- Names
- 161
- Net bought
- +$568M
Filed 14 August 2025 · SEC filing.
2,550 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
- MicrosoftMSFT1,956,421 shares · 36.9% of their software · price +$239M$973M+$202M
- PalantirPLTR746,990 shares · 3.9% of their software · price +$38.8M$102M+$35.8M
- OracleORCL355,650 shares · 2.9% of their software · price +$28.0M$77.8M+$15.1M
- IntuitINTU95,367 shares · 2.8% of their software · price +$16.6M$75.1M+$34.2M
- SalesforceCRM232,766 shares · 2.4% of their software · price +$1.0M$63.5M+$12.2M
- Uber Technologies, Inc.UBER643,705 shares · 2.3% of their software · price +$13.2M$60.1M+$9.9M
- AdobeADBE141,514 shares · 2.1% of their software$54.7M+$18.5M
- ServiceNowNOW50,511 shares · 2.0% of their software · price +$11.7M$51.9M+$11.9M
- Palo Alto NetworksPANW247,471 shares · 1.9% of their software · price +$8.4M$50.6M+$7.5M
- NutanixNTNX585,507 shares · 1.7% of their software · price +$3.9M$44.8M+$7.3M
- Automatic Data Processing, Inc.ADP119,593 shares · 1.4% of their software$36.9M+$5.9M
- Block, Inc.XYZ537,745 shares · 1.4% of their software · price +$7.3M$36.5M+$24.4M
- AppLovinAPP99,344 shares · 1.3% of their software · price +$8.5M$34.8M+$11.2M
- DropboxDBX1,178,038 shares · 1.3% of their software · price +$2.2M$33.7M+$12.4M
- OktaOKTA336,882 shares · 1.3% of their software · price −$1.8M$33.7M−$6.5M
- F5, Inc.FFIV112,136 shares · 1.3% of their software · price +$3.1M$33.0M+$7.4M
- CrowdStrikeCRWD64,466 shares · 1.2% of their software · price +$10.1M$32.8M+$3.5M
- ZoomZM393,339 shares · 1.2% of their software · price +$1.7M$30.7M+$5.4M
- SAPSAP95,204 shares · 1.1% of their software · price +$3.4M$29.0M+$3.8M
- DocuSignDOCU368,385 shares · 1.1% of their software · price −$1.3M$28.7MFlat
- WorkdayWDAY116,306 shares · 1.1% of their software · price +$753K$27.9M+$3.3M
- CadenceCDNS88,086 shares · 1.0% of their software · price +$4.7M$27.1M+$4.3M
- DynatraceDT484,157 shares · 1.0% of their software · price +$3.9M$26.7M+$7.1M
- Gen DigitalGEN907,614 shares · 1.0% of their software · price +$2.6M$26.7M+$2.2M
- DatadogDDOG184,376 shares · 0.9% of their software · price +$6.5M$24.8M+$12.1M
- SynopsysSNPS47,950 shares · 0.9% of their software · price +$4.0M$24.6M+$1.9M
- AutodeskADSK76,413 shares · 0.9% of their software · price +$3.7M$23.7M+$5.7M
- Fiserv, Inc.FISV117,730 shares · 0.8% of their software · price −$5.7M$20.3M+$3.9M
- Manhattan AssociatesMANH100,624 shares · 0.8% of their software · price +$2.5M$19.9M+$5.3M
- PaylocityPCTY109,395 shares · 0.8% of their software · price −$673K$19.8M+$1.1M
- Paychex, Inc.PAYX120,825 shares · 0.7% of their software · price −$1.1M$17.6M+$3.8M
- Amdocs LimitedDOX191,007 shares · 0.7% of their software$17.4M+$3.7M
- TwilioTWLO139,912 shares · 0.7% of their software · price +$3.7M$17.4M+$1.1M
- VeriskVRSK54,444 shares · 0.6% of their software · price +$756K$17.0M+$4.9M
- KlaviyoKVYO501,149 shares · 0.6% of their software · price +$1.7M$16.8MNew · +$15.2M
- VeriSign, Inc.VRSN56,674 shares · 0.6% of their software · price +$2.0M$16.4M+$3.1M
- Roper Technologies, Inc.ROP28,206 shares · 0.6% of their software · price −$641K$16.0MFlat
- MongoDBMDB74,934 shares · 0.6% of their software · price +$2.6M$15.7M+$10.1M
- FortinetFTNT144,989 shares · 0.6% of their software · price +$1.4M$15.3M+$3.0M
- NetApp, Inc.NTAP129,497 shares · 0.5% of their software · price +$2.4M$13.8M+$5.8M
- ElasticESTC149,771 shares · 0.5% of their software · price −$714K$12.6M+$1.7M
- ShopifySHOP107,233 shares · 0.5% of their software · price +$2.1M$12.4MFlat
- BroadridgeBR50,664 shares · 0.5% of their software$12.3MFlat
- SnowflakeSNOW53,976 shares · 0.5% of their software · price +$4.2M$12.1M+$861K
- CloudflareNET57,252 shares · 0.4% of their software · price +$4.8M$11.2M+$1.0M
- PegasystemsPEGA201,152 shares · 0.4% of their software · price −$3.1M$10.9M+$9.7M
- PaycomPAYC46,709 shares · 0.4% of their software · price +$603K$10.8M+$1.2M
- AtlassianTEAM50,904 shares · 0.4% of their software$10.3M+$3.9M
- Fair IsaacFICO5,639 shares · 0.4% of their software$10.3MFlat
- SS&CSSNC120,743 shares · 0.4% of their software$10.0MFlat
- MorningstarMORN31,146 shares · 0.4% of their software$9.8M+$3.0M
- RingCentralRNG334,161 shares · 0.4% of their software · price +$1.2M$9.5M+$3.7M
- SamsaraIOT232,477 shares · 0.4% of their software$9.2M+$3.3M
- WEX Inc.WEX62,611 shares · 0.3% of their software · price −$634K$9.2M+$5.5M
- TrimbleTRMB116,164 shares · 0.3% of their software · price +$1.2M$8.8M−$14.5M
- PTCPTC46,952 shares · 0.3% of their software · price +$816K$8.1M+$1.8M
- GuidewireGWRE34,097 shares · 0.3% of their software · price +$1.6M$8.0M+$969K
- Tyler TechnologiesTYL13,261 shares · 0.3% of their software$7.9M+$908K
- ZscalerZS24,951 shares · 0.3% of their software · price +$2.9M$7.8M+$1.4M
- Strategy IncMSTR17,767 shares · 0.3% of their software · price +$2.1M$7.2M+$2.2M
- Euronet Worldwide, Inc.EEFT70,526 shares · 0.3% of their software$7.1M+$1.2M
- Check PointCHKP31,784 shares · 0.3% of their software$7.0MFlat
- CoStarCSGP87,128 shares · 0.3% of their software$7.0M+$2.2M
- Corpay, Inc.CPAY20,916 shares · 0.3% of their software$6.9M+$509K
- The Trade DeskTTD89,871 shares · 0.2% of their software · price +$1.6M$6.5M+$1.3M
- VeevaVEEV22,188 shares · 0.2% of their software · price +$1.3M$6.4M+$1.4M
- CommvaultCVLT35,867 shares · 0.2% of their software · price +$594K$6.3MFlat
- HubSpotHUBS9,825 shares · 0.2% of their software$5.5MFlat
- AppFolioAPPF21,863 shares · 0.2% of their software$5.0MFlat
- ZoomInfoZI490,512 shares · 0.2% of their software$5.0M—
- AkamaiAKAM61,731 shares · 0.2% of their software$4.9M+$4.3M
- UnityU191,173 shares · 0.2% of their software · price +$881K$4.6M−$2.4M
- Intapp, Inc.INTA89,000 shares · 0.2% of their software · price −$602K$4.6M−$1.0M
- GoDaddyGDDY24,906 shares · 0.2% of their software$4.5M+$854K
- JFrogFROG100,496 shares · 0.2% of their software · price +$1.2M$4.4MFlat
- WixWIX26,539 shares · 0.2% of their software$4.2MFlat
- NICENICE21,916 shares · 0.1% of their software$3.7MFlat
- ProcorePCOR51,290 shares · 0.1% of their software$3.5MFlat
- CertaraCERT298,059 shares · 0.1% of their software · price +$537K$3.5MFlat
- Q2QTWO36,814 shares · 0.1% of their software$3.4MFlat
- Shift4 Payments, Inc.FOUR32,978 shares · 0.1% of their software · price +$574K$3.3MFlat
- monday.comMNDY7,782 shares · 0.1% of their software · price +$555K$2.4MFlat
- FactSetFDS5,223 shares · 0.1% of their software$2.3MFlat
- C3.aiAI85,408 shares · 0.1% of their software$2.1MNew · +$1.8M
- Rubrik, Inc.RBRK21,660 shares · 0.1% of their software · price +$620K$1.9MNew · +$1.3M
- InterDigital, Inc.IDCC7,604 shares · 0.1% of their software$1.7M+$1.2M
- ToastTOST37,048 shares · 0.1% of their software$1.6MFlat
- SPS CommerceSPSC11,078 shares · 0.1% of their software$1.5M+$984K
- DescartesDSGX13,792 shares · 0.1% of their software$1.4MFlat
- BILLBILL30,094 shares · 0.1% of their software$1.4M−$2.6M
- Grab Holdings LimitedGRAB264,327 shares · 0.1% of their software$1.3MFlat
- Clear Secure, Inc.YOU46,944 shares · 0.0% of their software$1.3MFlat
- TenableTENB38,020 shares · 0.0% of their software$1.3MFlat
- Bentley SystemsBSY18,950 shares · 0.0% of their software$1.0MFlat
- nCinoNCNO35,978 shares · 0.0% of their software$1.0MFlat
- Lyft, Inc.LYFT58,708 shares · 0.0% of their software$925KFlat
- TeradataTDC40,797 shares · 0.0% of their software$910K+$565K
- DuolingoDUOL2,092 shares · 0.0% of their software$858KFlat
- BoxBOX22,726 shares · 0.0% of their software$777KFlat
- StoneCo Ltd.STNE47,581 shares · 0.0% of their software$763KFlat
- OpenTextOTEX25,967 shares · 0.0% of their software$758KFlat
- Diebold Nixdorf, IncorporatedDBD13,486 shares · 0.0% of their software$747KNew · +$590K
- UiPathPATH56,300 shares · 0.0% of their software$721KFlat
- Five9FIVN26,210 shares · 0.0% of their software$694KFlat
- PagerDutyPD44,836 shares · 0.0% of their software$685KFlat
- CCC Intelligent Solutions Holdings Inc.CCC71,184 shares · 0.0% of their software$670KFlat
- AsanaASAN48,818 shares · 0.0% of their software$659KFlat
- DoubleVerifyDV41,885 shares · 0.0% of their software$627KFlat
- Alarm.com Holdings, Inc.ALRM10,006 shares · 0.0% of their software$566KFlat
- DoximityDOCS8,531 shares · 0.0% of their software$523KFlat
- Immersion CorporationIMMR65,484 shares · 0.0% of their software$516KFlat
- LiveRamp Holdings, Inc.RAMP15,591 shares · 0.0% of their software$515KFlat
- QualysQLYS3,553 shares · 0.0% of their software$508KFlat
- Adeia Inc.ADEA35,308 shares · 0.0% of their software$499KFlat
- MagniteMGNI19,511 shares · 0.0% of their software$471KNew · Flat
- GitLabGTLB9,541 shares · 0.0% of their software$430KFlat
- ProgressPRGS6,493 shares · 0.0% of their software$415KFlat
- SentinelOneS22,500 shares · 0.0% of their software$411KFlat
- NCR Atleos CorporationNATL13,167 shares · 0.0% of their software$376KFlat
- YextYEXT43,885 shares · 0.0% of their software$373KFlat
- VaronisVRNS7,328 shares · 0.0% of their software$372KFlat
- Upbound Group, Inc.UPBD13,777 shares · 0.0% of their software$346KNew · Flat
- Donnelley Financial Solutions, Inc.DFIN5,534 shares · 0.0% of their software$341KNew · Flat
- ePlus inc.PLUS4,334 shares · 0.0% of their software$312KFlat
- PagSeguro Digital Ltd.PAGS32,017 shares · 0.0% of their software$309KFlat
- A10 Networks, Inc.ATEN15,738 shares · 0.0% of their software$305KFlat
- Grindr Inc.GRND13,242 shares · 0.0% of their software$301KNew · Flat
- FreshworksFRSH19,972 shares · 0.0% of their software$298KFlat
- AvePointAVPT14,786 shares · 0.0% of their software$286KFlat
- BlackLineBL5,007 shares · 0.0% of their software$283KNew · Flat
- ACI WorldwideACIW5,975 shares · 0.0% of their software$274KFlat
- WorkivaWK3,983 shares · 0.0% of their software$273KFlat
- NetScout Systems, Inc.NTCT10,552 shares · 0.0% of their software$262KFlat
- Agilysys, Inc.AGYS2,249 shares · 0.0% of their software$258KNew · Flat
- Clearwater AnalyticsCWAN10,810 shares · 0.0% of their software$237KNew
- PubMaticPUBM18,987 shares · 0.0% of their software$236KFlat
- PDF Solutions, Inc.PDFS10,846 shares · 0.0% of their software$232KNew · Flat
- WaystarWAY5,664 shares · 0.0% of their software$231KNew · Flat
- Alight, Inc.ALIT40,613 shares · 0.0% of their software$230KFlat
- Cerence Inc.CRNC21,214 shares · 0.0% of their software$217KNew · Flat
- PAR Technology CorporationPAR3,090 shares · 0.0% of their software$214KNew · Flat
- BlackbaudBLKB3,336 shares · 0.0% of their software$214KNew · Flat
- AmplitudeAMPL16,998 shares · 0.0% of their software$211KFlat
- Calix, Inc.CALX3,949 shares · 0.0% of their software$210KNew · Flat
- EVERTEC, Inc.EVTC5,773 shares · 0.0% of their software$208KNew · Flat
- SprinklrCXM20,990 shares · 0.0% of their software$178KFlat
- Repay Holdings CorporationRPAY36,610 shares · 0.0% of their software$176KFlat
- Ooma, Inc.OOMA12,350 shares · 0.0% of their software$159KFlat
- N-ableNABL18,775 shares · 0.0% of their software$152KFlat
- Viant Technology Inc.DSP11,459 shares · 0.0% of their software$152KNew · Flat
- SoundHound AI, Inc.SOUN13,618 shares · 0.0% of their software$146KFlat
- CourseraCOUR14,499 shares · 0.0% of their software$127KNew · Flat
- Payoneer Global Inc.PAYO17,626 shares · 0.0% of their software$121KFlat
- International Money Express, Inc.IMXI11,604 shares · 0.0% of their software$117KNew · Flat
- BlackBerry LimitedBB23,000 shares · 0.0% of their software$105KFlat
- Asure Software, Inc.ASUR10,058 shares · 0.0% of their software$98KNew · Flat
- FastlyFSLY12,786 shares · 0.0% of their software$90KNew · Flat
- Xperi Inc.XPER11,263 shares · 0.0% of their software$89KFlat
- Commerce.com, Inc.CMRC10,451 shares · 0.0% of their software$52KFlat
- PowerFleet, Inc.AIOT10,116 shares · 0.0% of their software$44KNew · Flat
- Blend Labs, Inc.BLND13,190 shares · 0.0% of their software$44KNew · Flat