Generalist · New York, NY
Quantinno Capital Management
Q3 2025 · compared with Q2 2025
Filed as Quantinno Capital Management LP
- Software
- $3.8B
- Weight of 13F
- 10.5%
- Names
- 181
- Net bought
- +$1.1B
Filed 14 November 2025 · SEC filing.
2,912 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
- MicrosoftMSFT2,777,581 shares · 37.5% of their software · price +$57.1M$1.4B+$408M
- PalantirPLTR952,084 shares · 4.5% of their software · price +$43.9M$174M+$28.0M
- OracleORCL546,390 shares · 4.0% of their software · price +$34.2M$154M+$41.7M
- AppLovinAPP180,105 shares · 3.4% of their software · price +$66.4M$129M+$28.3M
- Palo Alto NetworksPANW454,123 shares · 2.4% of their software$92.5M+$42.3M
- AdobeADBE243,848 shares · 2.2% of their software · price −$8.3M$86.0M+$39.6M
- Uber Technologies, Inc.UBER868,857 shares · 2.2% of their software · price +$4.1M$85.1M+$21.0M
- IntuitINTU119,609 shares · 2.1% of their software · price −$12.5M$81.7M+$19.1M
- ServiceNowNOW81,234 shares · 1.9% of their software · price −$8.8M$74.8M+$31.6M
- SalesforceCRM308,376 shares · 1.9% of their software · price −$11.0M$73.1M+$20.6M
- AutodeskADSK212,275 shares · 1.8% of their software · price +$1.7M$67.4M+$42.1M
- OktaOKTA610,799 shares · 1.5% of their software · price −$5.1M$56.0M+$27.4M
- F5, Inc.FFIV164,178 shares · 1.4% of their software · price +$4.7M$53.1M+$15.3M
- DatadogDDOG346,301 shares · 1.3% of their software · price +$2.8M$49.3M+$21.8M
- Automatic Data Processing, Inc.ADP156,962 shares · 1.2% of their software · price −$2.3M$46.1M+$11.5M
- DynatraceDT934,257 shares · 1.2% of their software · price −$6.3M$45.3M+$24.9M
- CadenceCDNS128,667 shares · 1.2% of their software · price +$5.5M$45.2M+$12.5M
- Gen DigitalGEN1,588,502 shares · 1.2% of their software · price −$1.6M$45.1M+$20.0M
- NutanixNTNX603,934 shares · 1.2% of their software · price −$1.2M$44.9M+$1.4M
- DropboxDBX1,316,795 shares · 1.0% of their software · price +$2.1M$39.8M+$4.0M
- DocuSignDOCU548,990 shares · 1.0% of their software · price −$3.2M$39.6M+$14.1M
- PaylocityPCTY247,503 shares · 1.0% of their software · price −$5.4M$39.4M+$25.0M
- Block, Inc.XYZ541,648 shares · 1.0% of their software · price +$2.4M$39.1MFlat
- WorkdayWDAY160,140 shares · 1.0% of their software$38.6M+$10.5M
- CrowdStrikeCRWD76,381 shares · 1.0% of their software · price −$1.4M$37.5M+$6.1M
- SAPSAP110,659 shares · 0.8% of their software · price −$4.1M$29.6M+$4.7M
- MongoDBMDB93,564 shares · 0.8% of their software · price +$9.4M$29.0M+$3.9M
- SynopsysSNPS56,982 shares · 0.7% of their software · price −$1.1M$28.1M+$4.6M
- BroadridgeBR111,000 shares · 0.7% of their software · price −$539K$26.4M+$14.7M
- Fiserv, Inc.FISV202,018 shares · 0.7% of their software · price −$8.8M$26.0M+$14.5M
- SnowflakeSNOW114,753 shares · 0.7% of their software$25.9M+$13.6M
- Manhattan AssociatesMANH121,046 shares · 0.6% of their software · price +$909K$24.8M+$4.0M
- VeriSign, Inc.VRSN87,366 shares · 0.6% of their software · price −$806K$24.4M+$8.9M
- ShopifySHOP159,606 shares · 0.6% of their software · price +$5.3M$23.7M+$6.0M
- FortinetFTNT266,207 shares · 0.6% of their software · price −$5.8M$22.4M+$12.8M
- RingCentralRNG758,158 shares · 0.6% of their software$21.5M+$12.0M
- The Trade DeskTTD426,499 shares · 0.5% of their software · price −$9.8M$20.9M+$24.2M
- TwilioTWLO189,899 shares · 0.5% of their software · price −$4.6M$19.0M+$6.2M
- NetApp, Inc.NTAP149,258 shares · 0.5% of their software · price +$1.8M$17.7M+$2.1M
- PTCPTC80,038 shares · 0.4% of their software · price +$2.5M$16.2M+$5.7M
- TrimbleTRMB195,566 shares · 0.4% of their software · price +$1.1M$16.0M+$6.0M
- Roper Technologies, Inc.ROP29,013 shares · 0.4% of their software · price −$2.0M$14.5MFlat
- CloudflareNET66,439 shares · 0.4% of their software · price +$1.2M$14.3M+$1.8M
- KlaviyoKVYO501,060 shares · 0.4% of their software · price −$3.0M$13.9MFlat
- Paychex, Inc.PAYX108,940 shares · 0.4% of their software · price −$2.0M$13.8M−$1.7M
- ElasticESTC157,120 shares · 0.3% of their software$13.3M+$620K
- SamsaraIOT355,584 shares · 0.3% of their software · price −$900K$13.2M+$4.9M
- Amdocs LimitedDOX155,190 shares · 0.3% of their software · price −$1.4M$12.7M−$3.3M
- MorningstarMORN54,569 shares · 0.3% of their software · price −$4.5M$12.7M+$7.4M
- GuidewireGWRE54,532 shares · 0.3% of their software$12.5M+$4.8M
- WEX Inc.WEX79,570 shares · 0.3% of their software · price +$847K$12.5M+$2.5M
- PegasystemsPEGA212,705 shares · 0.3% of their software · price +$717K$12.2M+$625K
- PaycomPAYC57,284 shares · 0.3% of their software · price −$1.3M$11.9M+$2.4M
- SS&CSSNC134,161 shares · 0.3% of their software · price +$800K$11.9M+$1.1M
- CoStarCSGP117,711 shares · 0.3% of their software$9.9M+$2.5M
- AkamaiAKAM127,131 shares · 0.3% of their software · price −$509K$9.6M+$5.2M
- Strategy IncMSTR29,285 shares · 0.2% of their software · price −$2.4M$9.4M+$4.7M
- VeevaVEEV31,484 shares · 0.2% of their software$9.4M+$2.7M
- VeriskVRSK36,677 shares · 0.2% of their software · price −$2.2M$9.2M−$5.5M
- Fair IsaacFICO5,925 shares · 0.2% of their software · price −$2.0M$8.9M+$523K
- UnityU206,217 shares · 0.2% of their software · price +$3.3M$8.3MFlat
- Corpay, Inc.CPAY26,650 shares · 0.2% of their software · price −$1.2M$7.7M+$1.9M
- Tyler TechnologiesTYL14,021 shares · 0.2% of their software · price −$977K$7.3MFlat
- Check PointCHKP33,843 shares · 0.2% of their software$7.0MFlat
- CommvaultCVLT37,059 shares · 0.2% of their software · price +$536K$7.0MFlat
- AppFolioAPPF22,871 shares · 0.2% of their software · price +$1.0M$6.3MFlat
- AtlassianTEAM33,945 shares · 0.1% of their software · price −$1.5M$5.4M−$3.4M
- JFrogFROG100,986 shares · 0.1% of their software$4.8MFlat
- HubSpotHUBS9,571 shares · 0.1% of their software · price −$850K$4.5MFlat
- BILLBILL84,093 shares · 0.1% of their software · price +$564K$4.5M+$2.5M
- ProcorePCOR56,321 shares · 0.1% of their software$4.1MFlat
- FactSetFDS13,453 shares · 0.1% of their software · price −$2.2M$3.9M+$3.7M
- GoDaddyGDDY27,171 shares · 0.1% of their software · price −$1.2M$3.7MFlat
- Intapp, Inc.INTA89,150 shares · 0.1% of their software · price −$956K$3.6MFlat
- Shift4 Payments, Inc.FOUR47,100 shares · 0.1% of their software · price −$1.0M$3.6M+$1.4M
- ToastTOST90,394 shares · 0.1% of their software · price −$703K$3.3M+$2.4M
- NICENICE22,235 shares · 0.1% of their software · price −$537K$3.2MFlat
- WixWIX17,700 shares · 0.1% of their software$3.1M−$1.4M
- InterDigital, Inc.IDCC8,628 shares · 0.1% of their software · price +$1.0M$3.0MFlat
- Euronet Worldwide, Inc.EEFT32,268 shares · 0.1% of their software$2.8M−$3.9M
- Grab Holdings LimitedGRAB444,840 shares · 0.1% of their software$2.7M+$908K
- Q2QTWO36,282 shares · 0.1% of their software · price −$769K$2.6MFlat
- DoximityDOCS35,376 shares · 0.1% of their software$2.6M+$1.6M
- CertaraCERT209,783 shares · 0.1% of their software$2.6M−$1.0M
- Rubrik, Inc.RBRK30,856 shares · 0.1% of their software$2.5M+$824K
- TenableTENB85,453 shares · 0.1% of their software$2.5M+$1.6M
- Lyft, Inc.LYFT105,263 shares · 0.1% of their software · price +$658K$2.3M+$734K
- ServiceTitanTTAN21,780 shares · 0.1% of their software$2.2MNew · +$2.3M
- Bentley SystemsBSY37,848 shares · 0.1% of their software$1.9M+$1.0M
- CCC Intelligent Solutions Holdings Inc.CCC201,840 shares · 0.0% of their software$1.8M+$1.2M
- nCinoNCNO64,757 shares · 0.0% of their software$1.8M+$805K
- DescartesDSGX18,605 shares · 0.0% of their software$1.8MFlat
- Clear Secure, Inc.YOU52,094 shares · 0.0% of their software$1.7MFlat
- C3.aiAI91,085 shares · 0.0% of their software · price −$659K$1.6MFlat
- OpenTextOTEX36,997 shares · 0.0% of their software$1.4MFlat
- monday.comMNDY7,073 shares · 0.0% of their software · price −$854K$1.4MFlat
- StoneCo Ltd.STNE65,793 shares · 0.0% of their software$1.2MFlat
- DoubleVerifyDV94,179 shares · 0.0% of their software$1.1M+$783K
- DigitalOceanDOCN32,315 shares · 0.0% of their software$1.1MNew · +$923K
- TeradataTDC46,726 shares · 0.0% of their software$1.0MFlat
- Clearwater AnalyticsCWAN54,625 shares · 0.0% of their software$984K—
- BoxBOX29,988 shares · 0.0% of their software$968KFlat
- SailPointSAIL40,527 shares · 0.0% of their software$895KNew · +$926K
- Diebold Nixdorf, IncorporatedDBD14,974 shares · 0.0% of their software$854KFlat
- SPS CommerceSPSC7,177 shares · 0.0% of their software$747K−$531K
- UiPathPATH53,742 shares · 0.0% of their software$719KFlat
- DuolingoDUOL2,224 shares · 0.0% of their software$716KFlat
- Adeia Inc.ADEA42,356 shares · 0.0% of their software$712KFlat
- NIQ Global Intelligence plcNIQ45,008 shares · 0.0% of their software$707KNew · +$707K
- SentinelOneS39,278 shares · 0.0% of their software$692KFlat
- PagerDutyPD41,258 shares · 0.0% of their software$682KFlat
- AsanaASAN49,458 shares · 0.0% of their software$661KFlat
- Five9FIVN24,204 shares · 0.0% of their software$586KFlat
- GitLabGTLB12,500 shares · 0.0% of their software$564KFlat
- VaronisVRNS9,748 shares · 0.0% of their software$560KFlat
- NCR Atleos CorporationNATL14,217 shares · 0.0% of their software$559KFlat
- QualysQLYS4,175 shares · 0.0% of their software$553KFlat
- Donnelley Financial Solutions, Inc.DFIN10,722 shares · 0.0% of their software$551KFlat
- Alarm.com Holdings, Inc.ALRM10,369 shares · 0.0% of their software$550KFlat
- MagniteMGNI23,576 shares · 0.0% of their software$513KFlat
- WaystarWAY13,524 shares · 0.0% of their software$513KFlat
- Repay Holdings CorporationRPAY96,262 shares · 0.0% of their software$503KFlat
- PagSeguro Digital Ltd.PAGS46,169 shares · 0.0% of their software$462KFlat
- BlackLineBL8,592 shares · 0.0% of their software$456KFlat
- ePlus inc.PLUS6,293 shares · 0.0% of their software$447KFlat
- LiveRamp Holdings, Inc.RAMP16,211 shares · 0.0% of their software$440KFlat
- YextYEXT51,019 shares · 0.0% of their software$435KFlat
- BlackbaudBLKB6,654 shares · 0.0% of their software$428KFlat
- ACI WorldwideACIW8,067 shares · 0.0% of their software$426KFlat
- BrazeBRZE14,946 shares · 0.0% of their software$425KNew · Flat
- ProgressPRGS9,330 shares · 0.0% of their software$410KFlat
- WorkivaWK4,743 shares · 0.0% of their software$408KFlat
- Agilysys, Inc.AGYS3,665 shares · 0.0% of their software$386KFlat
- PDF Solutions, Inc.PDFS14,513 shares · 0.0% of their software$375KFlat
- Cerence Inc.CRNC28,815 shares · 0.0% of their software$359KFlat
- SoundHound AI, Inc.SOUN22,057 shares · 0.0% of their software$355KFlat
- Calix, Inc.CALX5,730 shares · 0.0% of their software$352KFlat
- Pagaya Technologies Ltd.PGY11,840 shares · 0.0% of their software$352KNew · Flat
- NetScout Systems, Inc.NTCT12,953 shares · 0.0% of their software$335KFlat
- A10 Networks, Inc.ATEN17,392 shares · 0.0% of their software$316KFlat
- Upbound Group, Inc.UPBD12,924 shares · 0.0% of their software$305KFlat
- Daily Journal CorporationDJCO637 shares · 0.0% of their software$296KNew · Flat
- International Money Express, Inc.IMXI21,030 shares · 0.0% of their software$294KFlat
- AvePointAVPT18,376 shares · 0.0% of their software$276KFlat
- Zeta GlobalZETA13,763 shares · 0.0% of their software$273KNew · Flat
- CS Disco, Inc.LAW37,068 shares · 0.0% of their software$239KNew · Flat
- Payoneer Global Inc.PAYO39,100 shares · 0.0% of their software$237KFlat
- Ooma, Inc.OOMA19,629 shares · 0.0% of their software$235KFlat
- FreshworksFRSH19,577 shares · 0.0% of their software$230KFlat
- CourseraCOUR18,908 shares · 0.0% of their software$221KFlat
- PhreesiaPHR9,375 shares · 0.0% of their software$221KNew · Flat
- N-ableNABL28,026 shares · 0.0% of their software$219KFlat
- Consensus Cloud Solutions, Inc.CCSI7,179 shares · 0.0% of their software$211KNew · Flat
- AlkamiALKT8,424 shares · 0.0% of their software$209KNew · Flat
- Tucows Inc.TCX10,677 shares · 0.0% of their software$198KNew · Flat
- Remitly Global, Inc.RELY11,415 shares · 0.0% of their software$186KNew · Flat
- Asure Software, Inc.ASUR22,364 shares · 0.0% of their software$183KFlat
- Paysign, Inc.PAYS28,858 shares · 0.0% of their software$182KNew · Flat
- OneSpan Inc.OSPN11,140 shares · 0.0% of their software$177KNew · Flat
- Bitdeer Technologies GroupBTDR10,320 shares · 0.0% of their software$176KNew · Flat
- Paysafe LimitedPSFE13,523 shares · 0.0% of their software$175KNew · Flat
- FlywireFLYW12,675 shares · 0.0% of their software$172KNew · Flat
- AmplitudeAMPL15,686 shares · 0.0% of their software$168KFlat
- SprinklrCXM21,780 shares · 0.0% of their software$168KFlat
- Immersion CorporationIMMR21,388 shares · 0.0% of their software$157KFlat
- Simulations PlusSLP10,203 shares · 0.0% of their software$154KNew · Flat
- Thryv Holdings, Inc.THRY12,636 shares · 0.0% of their software$152KNew · Flat
- PubMaticPUBM18,402 shares · 0.0% of their software$152KFlat
- EverCommerceEVCM12,918 shares · 0.0% of their software$144KNew · Flat
- Sprout SocialSPT10,859 shares · 0.0% of their software$140KNew · Flat
- Rimini Street, Inc.RMNI28,224 shares · 0.0% of their software$132KNew · Flat
- Mitek Systems, Inc.MITK13,508 shares · 0.0% of their software$132KNew · Flat
- FastlyFSLY15,053 shares · 0.0% of their software$129KFlat
- SoundThinking, Inc.SSTI10,078 shares · 0.0% of their software$122KNew · Flat
- Viant Technology Inc.DSP13,170 shares · 0.0% of their software$114KFlat
- Priority Technology Holdings, Inc.PRTH16,364 shares · 0.0% of their software$112KNew · Flat
- BlackBerry LimitedBB23,000 shares · 0.0% of their software$112KFlat
- Xperi Inc.XPER16,615 shares · 0.0% of their software$108KFlat
- SemrushSEMR11,815 shares · 0.0% of their software$84KNew
- Commerce.com, Inc.CMRC12,902 shares · 0.0% of their software$64KFlat
- Blend Labs, Inc.BLND14,725 shares · 0.0% of their software$54KFlat