Generalist · New York, NY
Quantinno Capital Management
Q4 2025 · compared with Q3 2025
Filed as Quantinno Capital Management LP
- Software
- $4.8B
- Weight of 13F
- 9.6%
- Names
- 198
- Net bought
- +$1.7B
Filed 17 February 2026 · SEC filing.
3,138 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
- MicrosoftMSFT3,575,728 shares · 36.2% of their software · price −$123M$1.7B+$413M
- PalantirPLTR1,263,237 shares · 4.7% of their software · price −$5.9M$225M+$56.8M
- AppLovinAPP222,148 shares · 3.1% of their software · price −$9.9M$150M+$30.2M
- SalesforceCRM522,021 shares · 2.9% of their software · price +$14.6M$138M+$50.6M
- OracleORCL661,851 shares · 2.7% of their software · price −$57.1M$129M+$32.5M
- AdobeADBE344,901 shares · 2.5% of their software · price −$952K$121M+$35.6M
- IntuitINTU153,827 shares · 2.1% of their software · price −$3.2M$102M+$23.4M
- ZoomZM1,148,277 shares · 2.1% of their software · price +$4.4M$99.1MNew · +$94.7M
- AutodeskADSK327,287 shares · 2.0% of their software · price −$7.1M$96.9M+$36.5M
- Palo Alto NetworksPANW493,364 shares · 1.9% of their software · price −$9.6M$90.9M+$8.0M
- Uber Technologies, Inc.UBER934,936 shares · 1.6% of their software · price −$15.2M$76.4M+$6.5M
- DocuSignDOCU1,059,028 shares · 1.5% of their software · price −$3.9M$72.4M+$36.8M
- ServiceNowNOW461,987 shares · 1.5% of their software · price −$354M$70.8M+$350M
- Automatic Data Processing, Inc.ADP240,963 shares · 1.3% of their software · price −$8.7M$62.0M+$24.7M
- DropboxDBX2,150,194 shares · 1.3% of their software · price −$5.2M$59.8M+$25.2M
- PaylocityPCTY383,539 shares · 1.2% of their software · price −$2.6M$58.5M+$21.7M
- DatadogDDOG365,552 shares · 1.0% of their software · price −$2.3M$49.7M+$2.7M
- DynatraceDT1,132,296 shares · 1.0% of their software · price −$5.8M$49.1M+$9.6M
- CadenceCDNS151,948 shares · 1.0% of their software · price −$5.9M$47.5M+$8.2M
- Gen DigitalGEN1,677,132 shares · 1.0% of their software · price −$2.0M$45.6M+$2.5M
- PaycomPAYC277,003 shares · 0.9% of their software · price −$13.5M$44.1M+$45.7M
- CrowdStrikeCRWD93,001 shares · 0.9% of their software · price −$2.0M$43.6M+$8.2M
- Fiserv, Inc.FISV646,051 shares · 0.9% of their software · price −$39.9M$43.4M+$57.2M
- FortinetFTNT528,759 shares · 0.9% of their software · price −$2.5M$42.0M+$22.1M
- MongoDBMDB99,554 shares · 0.9% of their software · price +$10.9M$41.8M+$1.9M
- MorningstarMORN188,764 shares · 0.9% of their software · price −$2.8M$41.0M+$31.1M
- TwilioTWLO272,740 shares · 0.8% of their software · price +$11.5M$38.8M+$8.3M
- Block, Inc.XYZ577,902 shares · 0.8% of their software · price −$4.1M$37.6M+$2.6M
- PTCPTC204,311 shares · 0.7% of their software · price −$5.9M$35.6M+$25.2M
- ShopifySHOP200,868 shares · 0.7% of their software · price +$2.5M$32.3M+$6.1M
- SAPSAP131,528 shares · 0.7% of their software · price −$3.2M$31.9M+$5.6M
- Roper Technologies, Inc.ROP71,368 shares · 0.7% of their software · price −$3.8M$31.8M+$21.1M
- ElasticESTC411,693 shares · 0.7% of their software · price −$3.7M$31.1M+$21.5M
- OktaOKTA348,058 shares · 0.6% of their software · price −$1.8M$30.1M−$24.1M
- NetApp, Inc.NTAP260,465 shares · 0.6% of their software · price −$3.0M$27.9M+$13.2M
- TrimbleTRMB349,589 shares · 0.6% of their software · price −$1.2M$27.4M+$12.6M
- SnowflakeSNOW124,718 shares · 0.6% of their software · price −$772K$27.4M+$2.2M
- F5, Inc.FFIV106,870 shares · 0.6% of their software · price −$7.3M$27.3M−$18.5M
- SynopsysSNPS57,306 shares · 0.6% of their software · price −$1.4M$26.9MFlat
- BroadridgeBR116,451 shares · 0.5% of their software · price −$1.7M$26.0M+$1.3M
- RingCentralRNG789,558 shares · 0.5% of their software$22.8M+$890K
- Manhattan AssociatesMANH129,220 shares · 0.5% of their software · price −$4.1M$22.4M+$1.7M
- WorkdayWDAY100,458 shares · 0.5% of their software · price −$2.6M$21.6M−$14.4M
- HubSpotHUBS51,659 shares · 0.4% of their software · price −$3.4M$20.7M+$19.7M
- VeriSign, Inc.VRSN81,746 shares · 0.4% of their software · price −$3.0M$19.9M−$1.6M
- Paychex, Inc.PAYX171,905 shares · 0.4% of their software · price −$2.5M$19.3M+$8.0M
- ZoomInfoZI1,820,571 shares · 0.4% of their software$18.5MNew
- Fair IsaacFICO10,752 shares · 0.4% of their software · price +$2.1M$18.2M+$7.2M
- KlaviyoKVYO549,142 shares · 0.4% of their software · price +$2.6M$17.8M+$1.3M
- VeriskVRSK77,501 shares · 0.4% of their software · price −$2.2M$17.3M+$10.3M
- SS&CSSNC194,109 shares · 0.4% of their software$17.0M+$5.3M
- WEX Inc.WEX100,495 shares · 0.3% of their software · price −$859K$15.0M+$3.3M
- CloudflareNET74,951 shares · 0.3% of their software · price −$1.3M$14.8M+$1.8M
- Tyler TechnologiesTYL32,045 shares · 0.3% of their software · price −$2.2M$14.5M+$9.4M
- PegasystemsPEGA242,206 shares · 0.3% of their software · price +$538K$14.5M+$1.7M
- Corpay, Inc.CPAY47,739 shares · 0.3% of their software · price +$614K$14.4M+$6.1M
- GuidewireGWRE71,331 shares · 0.3% of their software · price −$2.1M$14.3M+$3.9M
- SamsaraIOT389,285 shares · 0.3% of their software · price −$701K$13.8M+$1.3M
- CoStarCSGP202,148 shares · 0.3% of their software · price −$3.5M$13.6M+$7.1M
- The Trade DeskTTD348,068 shares · 0.3% of their software · price −$3.8M$13.2M−$3.8M
- Amdocs LimitedDOX136,243 shares · 0.2% of their software$11.0M−$1.6M
- AkamaiAKAM121,273 shares · 0.2% of their software · price +$1.4M$10.6MFlat
- FactSetFDS35,893 shares · 0.2% of their software$10.4M+$6.4M
- Euronet Worldwide, Inc.EEFT134,948 shares · 0.2% of their software · price −$1.6M$10.3M+$9.0M
- UnityU224,236 shares · 0.2% of their software · price +$926K$9.9M+$721K
- AppFolioAPPF41,216 shares · 0.2% of their software · price −$1.8M$9.6M+$5.1M
- NutanixNTNX158,123 shares · 0.2% of their software · price −$3.6M$8.2M−$33.2M
- Check PointCHKP41,937 shares · 0.2% of their software · price −$895K$7.8M+$1.7M
- ZscalerZS32,848 shares · 0.2% of their software · price −$2.5M$7.4MNew · +$9.8M
- VeevaVEEV31,380 shares · 0.1% of their software · price −$2.3M$7.0MFlat
- GoDaddyGDDY52,881 shares · 0.1% of their software · price −$674K$6.6M+$3.5M
- JFrogFROG100,770 shares · 0.1% of their software · price +$1.5M$6.3MFlat
- BILLBILL107,816 shares · 0.1% of their software$5.9M+$1.3M
- CCC Intelligent Solutions Holdings Inc.CCC721,953 shares · 0.1% of their software · price −$837K$5.7M+$4.7M
- ProcorePCOR77,546 shares · 0.1% of their software$5.6M+$1.5M
- CommvaultCVLT40,368 shares · 0.1% of their software · price −$2.6M$5.1M+$625K
- WixWIX48,006 shares · 0.1% of their software · price −$3.5M$5.0M+$5.4M
- Shift4 Payments, Inc.FOUR77,751 shares · 0.1% of their software · price −$1.1M$4.9M+$2.4M
- Strategy IncMSTR31,946 shares · 0.1% of their software · price −$5.4M$4.9M+$857K
- NICENICE42,189 shares · 0.1% of their software · price −$1.3M$4.8M+$2.9M
- ToastTOST131,551 shares · 0.1% of their software$4.7M+$1.5M
- Lyft, Inc.LYFT227,848 shares · 0.1% of their software · price −$602K$4.4M+$2.7M
- InterDigital, Inc.IDCC13,780 shares · 0.1% of their software$4.4M+$1.8M
- AtlassianTEAM27,053 shares · 0.1% of their software$4.4M−$1.1M
- Intapp, Inc.INTA95,105 shares · 0.1% of their software$4.4MFlat
- Chime Financial, Inc.CHYM135,000 shares · 0.1% of their software · price +$675K$3.4MNew · +$2.7M
- DuolingoDUOL18,153 shares · 0.1% of their software · price −$2.7M$3.2M+$5.1M
- TeradataTDC102,825 shares · 0.1% of their software · price +$918K$3.1M+$1.2M
- Grab Holdings LimitedGRAB601,023 shares · 0.1% of their software · price −$619K$3.0M+$940K
- Q2QTWO37,738 shares · 0.1% of their software$2.7MFlat
- NIQ Global Intelligence plcNIQ157,738 shares · 0.1% of their software$2.6M+$1.8M
- nCinoNCNO99,958 shares · 0.1% of their software$2.6M+$954K
- Rubrik, Inc.RBRK31,506 shares · 0.1% of their software$2.4MFlat
- Figma, Inc.FIG62,878 shares · 0.0% of their software · price −$912K$2.3MNew · +$3.3M
- Clear Secure, Inc.YOU65,816 shares · 0.0% of their software$2.3MFlat
- FlywireFLYW159,481 shares · 0.0% of their software$2.3M+$2.0M
- ServiceTitanTTAN20,850 shares · 0.0% of their software$2.2MFlat
- TenableTENB86,200 shares · 0.0% of their software$2.0MFlat
- UiPathPATH116,104 shares · 0.0% of their software$1.9M+$834K
- monday.comMNDY12,418 shares · 0.0% of their software · price −$573K$1.8M+$1.0M
- ProgressPRGS41,722 shares · 0.0% of their software$1.8M+$1.4M
- SentinelOneS117,136 shares · 0.0% of their software$1.8M+$1.4M
- DoubleVerifyDV151,433 shares · 0.0% of their software$1.7M+$686K
- DescartesDSGX19,533 shares · 0.0% of their software$1.7MFlat
- OpenTextOTEX52,285 shares · 0.0% of their software$1.7M+$571K
- CertaraCERT192,983 shares · 0.0% of their software · price −$658K$1.7MFlat
- DigitalOceanDOCN34,529 shares · 0.0% of their software$1.7MFlat
- VaronisVRNS48,331 shares · 0.0% of their software · price −$1.2M$1.6M+$2.2M
- Clearwater AnalyticsCWAN61,655 shares · 0.0% of their software$1.5M—
- C3.aiAI105,253 shares · 0.0% of their software$1.4MFlat
- Bentley SystemsBSY35,237 shares · 0.0% of their software$1.3MFlat
- StoneCo Ltd.STNE84,330 shares · 0.0% of their software$1.2MFlat
- DoximityDOCS26,965 shares · 0.0% of their software · price −$778K$1.2M−$615K
- QualysQLYS8,920 shares · 0.0% of their software$1.2M+$628K
- SPS CommerceSPSC12,478 shares · 0.0% of their software$1.1M+$552K
- Diebold Nixdorf, IncorporatedDBD15,238 shares · 0.0% of their software$1.0MFlat
- Donnelley Financial Solutions, Inc.DFIN21,479 shares · 0.0% of their software$1.0M+$553K
- BlackbaudBLKB15,254 shares · 0.0% of their software$966K+$553K
- ePlus inc.PLUS10,911 shares · 0.0% of their software$957KFlat
- Paysafe LimitedPSFE115,965 shares · 0.0% of their software · price −$560K$938K+$1.3M
- Remitly Global, Inc.RELY67,891 shares · 0.0% of their software$937K+$921K
- BoxBOX30,963 shares · 0.0% of their software$926KFlat
- Adeia Inc.ADEA52,248 shares · 0.0% of their software$901KFlat
- PAR Technology CorporationPAR24,659 shares · 0.0% of their software$895KNew · +$976K
- MagniteMGNI52,447 shares · 0.0% of their software$851K+$629K
- ACI WorldwideACIW17,210 shares · 0.0% of their software$823KFlat
- International Money Express, Inc.IMXI53,283 shares · 0.0% of their software$818KFlat
- Thryv Holdings, Inc.THRY133,437 shares · 0.0% of their software · price −$802K$807K+$1.5M
- SailPointSAIL39,848 shares · 0.0% of their software$806KFlat
- PagSeguro Digital Ltd.PAGS83,101 shares · 0.0% of their software$801KFlat
- BlackLineBL14,061 shares · 0.0% of their software$777KFlat
- WorkivaWK8,773 shares · 0.0% of their software$757KFlat
- VertexVERX37,787 shares · 0.0% of their software$755KNew · +$937K
- AsanaASAN51,752 shares · 0.0% of their software$710KFlat
- PagerDutyPD53,345 shares · 0.0% of their software$699KFlat
- NCR Atleos CorporationNATL16,621 shares · 0.0% of their software$633KFlat
- YextYEXT76,747 shares · 0.0% of their software$619KFlat
- Ibotta, Inc.IBTA26,448 shares · 0.0% of their software$601KNew · +$737K
- BrazeBRZE17,218 shares · 0.0% of their software$590KFlat
- GitLabGTLB15,639 shares · 0.0% of their software$587KFlat
- Agilysys, Inc.AGYS4,624 shares · 0.0% of their software$550KFlat
- Grindr Inc.GRND40,131 shares · 0.0% of their software$543KNew · +$603K
- PubMaticPUBM59,429 shares · 0.0% of their software$527KFlat
- PDF Solutions, Inc.PDFS18,438 shares · 0.0% of their software$526KFlat
- SoundThinking, Inc.SSTI64,848 shares · 0.0% of their software$521K+$661K
- LiveRamp Holdings, Inc.RAMP17,562 shares · 0.0% of their software$516KFlat
- Alarm.com Holdings, Inc.ALRM9,335 shares · 0.0% of their software$476KFlat
- Upbound Group, Inc.UPBD25,885 shares · 0.0% of their software$455KFlat
- SoundHound AI, Inc.SOUN45,566 shares · 0.0% of their software$454KFlat
- i3 Verticals, Inc.IIIV18,005 shares · 0.0% of their software$454KNew · +$584K
- CoreWeave, Inc.CRWV6,327 shares · 0.0% of their software$453KNew · +$866K
- Rapid7RPD29,718 shares · 0.0% of their software$452KNew · +$557K
- Cerence Inc.CRNC42,184 shares · 0.0% of their software$451KFlat
- CourseraCOUR58,384 shares · 0.0% of their software$430KFlat
- Tucows Inc.TCX18,528 shares · 0.0% of their software$415KFlat
- Viant Technology Inc.DSP34,357 shares · 0.0% of their software$414KFlat
- NetScout Systems, Inc.NTCT14,537 shares · 0.0% of their software$393KFlat
- CS Disco, Inc.LAW50,507 shares · 0.0% of their software$392KFlat
- A10 Networks, Inc.ATEN21,893 shares · 0.0% of their software$387KFlat
- Asure Software, Inc.ASUR40,952 shares · 0.0% of their software$386KFlat
- Simulations PlusSLP20,825 shares · 0.0% of their software$380KFlat
- AvePointAVPT26,860 shares · 0.0% of their software$373KFlat
- WaystarWAY10,930 shares · 0.0% of their software$358KFlat
- Pagaya Technologies Ltd.PGY16,906 shares · 0.0% of their software$353KFlat
- Calix, Inc.CALX6,540 shares · 0.0% of their software$346KFlat
- Bandwidth Inc.BAND22,065 shares · 0.0% of their software$341KNew · Flat
- SemrushSEMR28,298 shares · 0.0% of their software$336K—
- GigaCloud Technology Inc.GCT8,399 shares · 0.0% of their software$330KNew · Flat
- Payoneer Global Inc.PAYO56,799 shares · 0.0% of their software$319KFlat
- OneSpan Inc.OSPN22,483 shares · 0.0% of their software$289KFlat
- Priority Technology Holdings, Inc.PRTH52,034 shares · 0.0% of their software$284KFlat
- Core Scientific, Inc.CORZ19,417 shares · 0.0% of their software$283KNew · Flat
- Aeva Technologies, Inc.AEVA20,923 shares · 0.0% of their software$278KNew · Flat
- Five9FIVN13,800 shares · 0.0% of their software$277KFlat
- EverCommerceEVCM22,181 shares · 0.0% of their software$269KFlat
- Sprout SocialSPT21,848 shares · 0.0% of their software$246KFlat
- AmplitudeAMPL20,771 shares · 0.0% of their software$241KFlat
- Ooma, Inc.OOMA20,356 shares · 0.0% of their software$239KFlat
- Immersion CorporationIMMR34,988 shares · 0.0% of their software$238KFlat
- EVERTEC, Inc.EVTC7,954 shares · 0.0% of their software$231KNew · Flat
- Paysign, Inc.PAYS44,815 shares · 0.0% of their software$231KFlat
- AlkamiALKT9,889 shares · 0.0% of their software$228KFlat
- Zeta GlobalZETA11,116 shares · 0.0% of their software$226KFlat
- Dave Inc.DAVE1,014 shares · 0.0% of their software$225KNew · Flat
- Daily Journal CorporationDJCO452 shares · 0.0% of their software$220KFlat
- PowerFleet, Inc.AIOT39,683 shares · 0.0% of their software$211KNew · Flat
- FastlyFSLY20,156 shares · 0.0% of their software$205KFlat
- Blend Labs, Inc.BLND60,566 shares · 0.0% of their software$184KFlat
- SprinklrCXM23,265 shares · 0.0% of their software$181KFlat
- N-ableNABL22,825 shares · 0.0% of their software$171KFlat
- Mitek Systems, Inc.MITK15,320 shares · 0.0% of their software$162KFlat
- Xperi Inc.XPER25,898 shares · 0.0% of their software$152KFlat
- Digital TurbineAPPS30,300 shares · 0.0% of their software$152KNew · Flat
- FreshworksFRSH10,095 shares · 0.0% of their software$124KFlat
- Commerce.com, Inc.CMRC28,444 shares · 0.0% of their software$117KFlat
- DomoDOMO13,309 shares · 0.0% of their software$112KNew
- BlackBerry LimitedBB27,089 shares · 0.0% of their software$103KFlat
- Rimini Street, Inc.RMNI26,429 shares · 0.0% of their software$103KFlat