Generalist · Charlotte, NC
Allspring Global Investments Holdings
Q2 2025 · compared with Q1 2025
Filed as Allspring Global Investments Holdings, LLC
- Software
- $5.2B
- Weight of 13F
- 8.7%
- Names
- 111
- Net bought
- −$224M
Filed 25 July 2025 · SEC filing.
1,613 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 202695 names$3.3B−$423M
- Q1 2026105 names$3.1B−$520M
- Q4 2025109 names$4.4B−$39.8M
- Q3 2025115 names$5.3B+$5.4M
- Q2 2025111 names$5.2B−$224M
- Q1 2025113 names$4.7B−$588M
- Q4 2024113 names$5.7B+$55.4M
- Q3 2024148 names$5.5B−$379M
- Q2 2024161 names$5.6B−$427M
- Q1 2024156 names$6.1B−$337M
- Q4 2023142 names$6.0B−$503M
- Q3 2023172 names$5.6B−$240M
- Q2 2023164 names$6.3B−$136M
- Q1 2023165 names$5.6B−$47.2M
- Q4 2022167 names$5.0B−$26.7M
- Q3 2022166 names$4.9B−$30.2M
- Q2 2022150 names$5.4B−$2.1B
- Q1 2022152 names$10.4BFlat
- Q4 2021152 names$10.4B—
What moved the book
The five software lines with the largest share change this quarter.
Software held
- MicrosoftMSFT3,358,993 shares · 31.8% of their software · price +$410M$1.7B+$47.6M
- Euronet Worldwide, Inc.EEFT2,788,743 shares · 5.6% of their software · price −$15.3M$290MFlat
- Amdocs LimitedDOX3,019,884 shares · 5.3% of their software · price −$785K$278M−$16.3M
- ServiceNowNOW263,167 shares · 5.1% of their software · price +$61.0M$266M−$20.5M
- OracleORCL1,216,129 shares · 5.1% of their software · price +$95.9M$266M+$25.2M
- CadenceCDNS601,772 shares · 3.6% of their software · price +$32.4M$186MFlat
- SalesforceCRM362,232 shares · 1.9% of their software · price +$1.6M$98.5M−$34.5M
- CommvaultCVLT553,498 shares · 1.8% of their software · price +$9.2M$95.5M−$14.8M
- monday.comMNDY304,304 shares · 1.8% of their software · price +$21.7M$92.4M−$18.5M
- Grab Holdings LimitedGRAB18,201,698 shares · 1.7% of their software · price +$9.1M$89.7M−$6.7M
- Fair IsaacFICO46,087 shares · 1.6% of their software · price −$747K$84.9M+$13.1M
- ProcorePCOR1,140,350 shares · 1.5% of their software · price +$2.7M$79.5MFlat
- SamsaraIOT2,010,699 shares · 1.5% of their software · price +$2.9M$78.7M+$3.9M
- ShopifySHOP673,947 shares · 1.5% of their software · price +$13.4M$75.9M+$3.6M
- ToastTOST1,725,975 shares · 1.4% of their software · price +$19.2M$74.3M−$13.6M
- AdobeADBE179,569 shares · 1.4% of their software · price +$602K$70.4M+$7.7M
- Uber Technologies, Inc.UBER737,202 shares · 1.3% of their software · price +$15.1M$67.9M+$5.4M
- MorningstarMORN212,169 shares · 1.3% of their software · price +$3.0M$66.2M−$12.9M
- Fiserv, Inc.FISV382,625 shares · 1.3% of their software · price −$18.5M$66.1M+$20.4M
- AppLovinAPP179,671 shares · 1.2% of their software · price +$15.3M$60.5M−$27.1M
- Tyler TechnologiesTYL99,482 shares · 1.1% of their software · price +$1.1M$58.7M−$15.1M
- CloudflareNET312,292 shares · 1.1% of their software · price +$26.0M$57.8M−$3.7M
- DynatraceDT1,022,141 shares · 1.1% of their software · price +$8.2M$55.6M−$1.0M
- AtlassianTEAM255,302 shares · 1.0% of their software · price −$2.3M$53.0M+$53.4M
- ProgressPRGS934,766 shares · 1.0% of their software · price +$11.5M$51.9M−$1.5M
- Clearwater AnalyticsCWAN2,268,047 shares · 1.0% of their software$49.6M—
- VaronisVRNS971,544 shares · 0.9% of their software · price +$10.0M$48.6M+$29.9M
- WorkdayWDAY193,888 shares · 0.9% of their software · price +$1.3M$46.4M−$4.5M
- The Trade DeskTTD591,316 shares · 0.8% of their software · price +$10.2M$43.5M+$8.7M
- Diebold Nixdorf, IncorporatedDBD754,745 shares · 0.8% of their software · price +$8.8M$42.9MFlat
- OktaOKTA435,366 shares · 0.8% of their software · price −$2.3M$42.9M+$3.0M
- DescartesDSGX407,196 shares · 0.8% of their software$41.5M−$12.3M
- SAPSAP128,100 shares · 0.7% of their software · price +$4.6M$38.5M+$17.9M
- CCC Intelligent Solutions Holdings Inc.CCC3,727,176 shares · 0.7% of their software · price +$1.4M$35.0M−$19.3M
- TwilioTWLO233,117 shares · 0.5% of their software · price +$6.2M$27.3M−$1.1M
- SynopsysSNPS52,348 shares · 0.5% of their software · price +$4.4M$27.3M−$698K
- CoStarCSGP326,649 shares · 0.5% of their software$26.8M−$11.9M
- VeevaVEEV82,405 shares · 0.4% of their software · price +$4.6M$23.3M+$731K
- PalantirPLTR174,269 shares · 0.4% of their software · price +$9.0M$22.8M−$20.5M
- Alight, Inc.ALIT3,682,571 shares · 0.4% of their software · price −$994K$21.3M+$5.6M
- AutodeskADSK61,793 shares · 0.4% of their software · price +$3.0M$19.3MFlat
- Global-EGLBE544,200 shares · 0.3% of their software · price −$1.1M$17.9MFlat
- BlackbaudBLKB260,909 shares · 0.3% of their software · price +$564K$16.8MFlat
- CrowdStrikeCRWD29,661 shares · 0.3% of their software · price +$4.6M$14.6M−$9.4M
- Thryv Holdings, Inc.THRY1,111,892 shares · 0.3% of their software · price −$723K$14.0MFlat
- Palo Alto NetworksPANW70,839 shares · 0.3% of their software · price +$2.4M$14.0M−$16.0M
- SPS CommerceSPSC98,152 shares · 0.3% of their software$13.6M−$2.1M
- FortinetFTNT132,912 shares · 0.3% of their software · price +$1.3M$13.6M−$19.6M
- Automatic Data Processing, Inc.ADP40,182 shares · 0.2% of their software$12.5MFlat
- IntuitINTU15,820 shares · 0.2% of their software · price +$2.7M$12.3M−$965K
- VeriSign, Inc.VRSN40,770 shares · 0.2% of their software · price +$1.4M$11.8M−$34.9M
- Q2QTWO124,555 shares · 0.2% of their software · price +$1.7M$11.7M−$1.1M
- Shift4 Payments, Inc.FOUR116,470 shares · 0.2% of their software · price +$2.0M$11.4M−$2.5M
- Donnelley Financial Solutions, Inc.DFIN176,885 shares · 0.2% of their software · price +$3.2M$10.9M+$2.3M
- Corpay, Inc.CPAY29,307 shares · 0.2% of their software$9.9M+$2.5M
- InterDigital, Inc.IDCC40,454 shares · 0.2% of their software · price +$707K$9.0M−$671K
- PegasystemsPEGA155,650 shares · 0.2% of their software · price −$2.4M$8.2MFlat
- DatadogDDOG61,075 shares · 0.2% of their software · price +$2.1M$8.1M+$2.9M
- WixWIX45,780 shares · 0.1% of their software$7.4M−$22.1M
- Agora, Inc.API1,914,385 shares · 0.1% of their software$7.3M−$1.4M
- SS&CSSNC85,396 shares · 0.1% of their software$7.1MNew · +$7.1M
- ZoomZM88,799 shares · 0.1% of their software$6.9M−$9.3M
- DigitalOceanDOCN215,483 shares · 0.1% of their software · price −$1.0M$6.0M+$1.5M
- DocuSignDOCU76,382 shares · 0.1% of their software$5.9MFlat
- AlkamiALKT189,354 shares · 0.1% of their software · price +$737K$5.7MNew · +$5.0M
- Paychex, Inc.PAYX38,226 shares · 0.1% of their software$5.6MFlat
- ePlus inc.PLUS77,940 shares · 0.1% of their software · price +$863K$5.6M+$1.0M
- Riskified Ltd.RSKD1,104,694 shares · 0.1% of their software$5.5M+$767K
- TrimbleTRMB70,854 shares · 0.1% of their software · price +$732K$5.4M+$1.8M
- PaycomPAYC20,632 shares · 0.1% of their software$4.8M−$3.0M
- LiveRamp Holdings, Inc.RAMP143,274 shares · 0.1% of their software · price +$989K$4.8MFlat
- SchrödingerSDGR205,319 shares · 0.1% of their software$4.1M+$611K
- Lyft, Inc.LYFT225,696 shares · 0.1% of their software · price +$878K$3.6MNew · +$2.7M
- Roper Technologies, Inc.ROP4,878 shares · 0.1% of their software$2.8M−$10.2M
- DuolingoDUOL6,798 shares · 0.1% of their software · price +$676K$2.7M+$1.3M
- ACI WorldwideACIW57,525 shares · 0.1% of their software · price −$506K$2.6M−$1.5M
- NutanixNTNX28,625 shares · 0.0% of their software$2.2MFlat
- VeriskVRSK6,648 shares · 0.0% of their software$2.1M−$4.1M
- F5, Inc.FFIV5,967 shares · 0.0% of their software$1.8M−$5.1M
- FactSetFDS3,356 shares · 0.0% of their software$1.5MFlat
- GoDaddyGDDY7,786 shares · 0.0% of their software$1.4M−$32.2M
- BroadridgeBR5,467 shares · 0.0% of their software$1.3MFlat
- Digital TurbineAPPS191,179 shares · 0.0% of their software · price +$608K$1.1MNew · +$520K
- NetApp, Inc.NTAP9,540 shares · 0.0% of their software$1.0M−$1.8M
- DoximityDOCS17,078 shares · 0.0% of their software$997KFlat
- PTCPTC5,315 shares · 0.0% of their software$920KFlat
- Manhattan AssociatesMANH4,272 shares · 0.0% of their software$846KFlat
- MagniteMGNI34,524 shares · 0.0% of their software$833KFlat
- AmplitudeAMPL58,710 shares · 0.0% of their software$728KFlat
- Clear Secure, Inc.YOU26,013 shares · 0.0% of their software$728KFlat
- Gen DigitalGEN24,388 shares · 0.0% of their software$727K−$15.3M
- MongoDBMDB3,354 shares · 0.0% of their software$691KFlat
- AkamaiAKAM7,182 shares · 0.0% of their software$572K−$12.3M
- OneSpan Inc.OSPN33,255 shares · 0.0% of their software$564KFlat
- BILLBILL12,222 shares · 0.0% of their software$563KFlat
- FreshworksFRSH37,578 shares · 0.0% of their software$560KFlat
- NetScout Systems, Inc.NTCT22,004 shares · 0.0% of their software$546KNew · Flat
- GigaCloud Technology Inc.GCT26,822 shares · 0.0% of their software$531KFlat
- A10 Networks, Inc.ATEN27,200 shares · 0.0% of their software$526KFlat
- Intapp, Inc.INTA8,185 shares · 0.0% of their software$423KFlat
- Paysign, Inc.PAYS54,443 shares · 0.0% of their software$392KNew · Flat
- EVERTEC, Inc.EVTC10,575 shares · 0.0% of their software$390KFlat
- Strategy IncMSTR986 shares · 0.0% of their software$368KNew · Flat
- AppFolioAPPF1,380 shares · 0.0% of their software$317K−$2.4M
- Payoneer Global Inc.PAYO43,204 shares · 0.0% of their software$298KFlat
- Pagaya Technologies Ltd.PGY12,969 shares · 0.0% of their software$293KFlat
- SnowflakeSNOW1,256 shares · 0.0% of their software$271KNew · Flat
- Consensus Cloud Solutions, Inc.CCSI11,752 shares · 0.0% of their software$271KFlat
- Block, Inc.XYZ3,164 shares · 0.0% of their software$216KNew · Flat
- Zeta GlobalZETA10,814 shares · 0.0% of their software$164KFlat
- SoundHound AI, Inc.SOUN14,541 shares · 0.0% of their software$152KNew · Flat
