Passive · Malvern, PA
Vanguard Capital Management
Q1 2026 · compared with Q4 2025
Filed as Vanguard Capital Management LLC
- Software
- $362B
- Weight of 13F
- 9.1%
- Names
- 283
- Net bought
- —
This is the Vanguard filing counted in each stock’s total.
3,973 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.
Software held
- MicrosoftMSFT482,558,086 shares · 49.4% of their software$179B—
- PalantirPLTR144,837,529 shares · 5.9% of their software$21.2B—
- OracleORCL111,115,412 shares · 4.5% of their software$16.3B—
- SalesforceCRM59,333,776 shares · 3.1% of their software$11.1B—
- Uber Technologies, Inc.UBER133,712,560 shares · 2.7% of their software$9.6B—
- Palo Alto NetworksPANW52,765,656 shares · 2.3% of their software$8.5B—
- IntuitINTU18,079,151 shares · 2.2% of their software$7.8B—
- ServiceNowNOW67,980,219 shares · 2.0% of their software$7.1B—
- AppLovinAPP16,750,884 shares · 1.8% of their software$6.7B—
- AdobeADBE26,679,971 shares · 1.8% of their software$6.5B—
- CrowdStrikeCRWD15,965,393 shares · 1.7% of their software$6.2B—
- Automatic Data Processing, Inc.ADP26,150,698 shares · 1.5% of their software$5.3B—
- CadenceCDNS17,813,174 shares · 1.4% of their software$4.9B—
- SynopsysSNPS12,442,898 shares · 1.4% of their software$4.9B—
- ShopifySHOP33,735,144 shares · 1.1% of their software$4.0B—
- AutodeskADSK13,780,084 shares · 0.9% of their software$3.3B—
- CloudflareNET13,716,196 shares · 0.8% of their software$2.8B—
- DatadogDDOG21,320,127 shares · 0.7% of their software$2.5B—
- Roper Technologies, Inc.ROP6,808,132 shares · 0.7% of their software$2.4B—
- SnowflakeSNOW14,777,513 shares · 0.6% of their software$2.2B—
- Block, Inc.XYZ35,575,779 shares · 0.6% of their software$2.1B—
- Paychex, Inc.PAYX20,965,270 shares · 0.5% of their software$1.9B—
- Fiserv, Inc.FISV33,123,138 shares · 0.5% of their software$1.8B—
- WorkdayWDAY13,833,094 shares · 0.5% of their software$1.8B—
- Strategy IncMSTR14,077,512 shares · 0.5% of their software$1.8B—
- VeriskVRSK9,014,822 shares · 0.5% of their software$1.7B—
- Fair IsaacFICO1,502,394 shares · 0.4% of their software$1.6B—
- Corpay, Inc.CPAY4,427,462 shares · 0.4% of their software$1.3B—
- NetApp, Inc.NTAP12,487,893 shares · 0.4% of their software$1.3B—
- BroadridgeBR7,592,770 shares · 0.3% of their software$1.2B—
- VeevaVEEV6,670,318 shares · 0.3% of their software$1.2B—
- CoStarCSGP27,423,903 shares · 0.3% of their software$1.1B—
- PTCPTC7,735,222 shares · 0.3% of their software$1.1B—
- AkamaiAKAM9,387,781 shares · 0.3% of their software$1.1B—
- F5, Inc.FFIV3,670,141 shares · 0.3% of their software$1.1B—
- TrimbleTRMB15,343,455 shares · 0.3% of their software$1.0B—
- CoreWeave, Inc.CRWV12,437,395 shares · 0.3% of their software$964M—
- Tyler TechnologiesTYL2,790,428 shares · 0.3% of their software$955M—
- ZoomZM11,490,856 shares · 0.3% of their software$924M—
- MongoDBMDB3,518,839 shares · 0.2% of their software$861M—
- TwilioTWLO6,788,984 shares · 0.2% of their software$854M—
- GoDaddyGDDY8,734,371 shares · 0.2% of their software$722M—
- Gen DigitalGEN35,586,480 shares · 0.2% of their software$670M—
- ZscalerZS4,660,890 shares · 0.2% of their software$654M—
- The Trade DeskTTD28,645,253 shares · 0.2% of their software$650M—
- SS&CSSNC9,247,187 shares · 0.2% of their software$625M—
- OktaOKTA7,587,698 shares · 0.2% of their software$597M—
- ToastTOST22,063,096 shares · 0.2% of their software$585M—
- GuidewireGWRE3,843,061 shares · 0.2% of their software$575M—
- HubSpotHUBS2,271,588 shares · 0.2% of their software$554M—
- FactSetFDS2,408,636 shares · 0.1% of their software$523M—
- AtlassianTEAM7,603,722 shares · 0.1% of their software$519M—
- DynatraceDT13,373,938 shares · 0.1% of their software$495M—
- SamsaraIOT14,843,245 shares · 0.1% of their software$470M—
- NutanixNTNX12,080,325 shares · 0.1% of their software$459M—
- DocuSignDOCU8,955,214 shares · 0.1% of their software$425M—
- Manhattan AssociatesMANH2,682,607 shares · 0.1% of their software$357M—
- InterDigital, Inc.IDCC1,146,759 shares · 0.1% of their software$346M—
- UnityU15,557,101 shares · 0.1% of their software$341M—
- Rubrik, Inc.RBRK6,555,111 shares · 0.1% of their software$321M—
- Clearwater AnalyticsCWAN13,097,435 shares · 0.1% of their software$310M—
- ProcorePCOR5,384,821 shares · 0.1% of their software$307M—
- DigitalOceanDOCN3,466,576 shares · 0.1% of their software$297M—
- PaycomPAYC2,103,146 shares · 0.1% of their software$256M—
- WEX Inc.WEX1,542,446 shares · 0.1% of their software$236M—
- Bentley SystemsBSY6,591,837 shares · 0.1% of their software$232M—
- Lyft, Inc.LYFT17,252,787 shares · 0.1% of their software$229M—
- PaylocityPCTY1,953,755 shares · 0.1% of their software$211M—
- UiPathPATH18,594,868 shares · 0.1% of their software$206M—
- ElasticESTC4,066,388 shares · 0.1% of their software$203M—
- Core Scientific, Inc.CORZ13,364,889 shares · 0.1% of their software$200M—
- Full Truck Alliance Co. Ltd.YMM23,890,042 shares · 0.1% of their software$198M—
- Clear Secure, Inc.YOU4,005,646 shares · 0.1% of their software$194M—
- SentinelOneS14,944,082 shares · 0.1% of their software$192M—
- ACI WorldwideACIW4,540,512 shares · 0.1% of their software$186M—
- Figma, Inc.FIG8,690,972 shares · 0.1% of their software$184M—
- Chime Financial, Inc.CHYM9,560,109 shares · 0.0% of their software$179M—
- PegasystemsPEGA4,160,456 shares · 0.0% of their software$177M—
- FastlyFSLY5,997,103 shares · 0.0% of their software$174M—
- ServiceTitanTTAN2,679,416 shares · 0.0% of their software$170M—
- DescartesDSGX2,372,180 shares · 0.0% of their software$170M—
- DuolingoDUOL1,723,132 shares · 0.0% of their software$170M—
- MorningstarMORN989,467 shares · 0.0% of their software$167M—
- AppFolioAPPF1,047,945 shares · 0.0% of their software$165M—
- DropboxDBX7,001,208 shares · 0.0% of their software$159M—
- JFrogFROG3,380,955 shares · 0.0% of their software$159M—
- OpenTextOTEX7,066,513 shares · 0.0% of their software$157M—
- CCC Intelligent Solutions Holdings Inc.CCC25,968,897 shares · 0.0% of their software$156M—
- CommvaultCVLT1,983,935 shares · 0.0% of their software$155M—
- BILLBILL3,921,018 shares · 0.0% of their software$150M—
- BoxBOX6,216,912 shares · 0.0% of their software$147M—
- NCR Atleos CorporationNATL3,315,121 shares · 0.0% of their software$144M—
- Zeta GlobalZETA8,995,535 shares · 0.0% of their software$143M—
- QualysQLYS1,584,606 shares · 0.0% of their software$139M—
- Life360, Inc.LIF3,368,325 shares · 0.0% of their software$137M—
- WorkivaWK2,256,903 shares · 0.0% of their software$135M—
- DoximityDOCS5,765,063 shares · 0.0% of their software$134M—
- GitLabGTLB6,084,853 shares · 0.0% of their software$132M—
- Calix, Inc.CALX2,686,525 shares · 0.0% of their software$132M—
- Q2QTWO2,700,262 shares · 0.0% of their software$128M—
- RingCentralRNG3,351,536 shares · 0.0% of their software$125M—
- WaystarWAY5,145,224 shares · 0.0% of their software$124M—
- KlaviyoKVYO6,162,720 shares · 0.0% of their software$120M—
- SoundHound AI, Inc.SOUN17,388,572 shares · 0.0% of their software$119M—
- Remitly Global, Inc.RELY7,527,224 shares · 0.0% of their software$118M—
- Euronet Worldwide, Inc.EEFT1,723,104 shares · 0.0% of their software$114M—
- Adeia Inc.ADEA4,705,331 shares · 0.0% of their software$113M—
- VaronisVRNS5,100,514 shares · 0.0% of their software$110M—
- TeradataTDC4,019,405 shares · 0.0% of their software$103M—
- Shift4 Payments, Inc.FOUR2,286,184 shares · 0.0% of their software$100.0M—
- NetScout Systems, Inc.NTCT3,045,450 shares · 0.0% of their software$96.8M—
- SPS CommerceSPSC1,698,123 shares · 0.0% of their software$94.5M—
- Alarm.com Holdings, Inc.ALRM2,154,062 shares · 0.0% of their software$93.0M—
- BrazeBRZE3,930,425 shares · 0.0% of their software$92.8M—
- TenableTENB5,347,521 shares · 0.0% of their software$90.5M—
- ePlus inc.PLUS1,165,908 shares · 0.0% of their software$87.7M—
- Dave Inc.DAVE503,528 shares · 0.0% of their software$87.7M—
- BlackLineBL2,349,160 shares · 0.0% of their software$86.9M—
- Diebold Nixdorf, IncorporatedDBD1,122,229 shares · 0.0% of their software$84.7M—
- FreshworksFRSH10,331,490 shares · 0.0% of their software$83.0M—
- Agilysys, Inc.AGYS1,138,010 shares · 0.0% of their software$81.0M—
- EVERTEC, Inc.EVTC2,856,078 shares · 0.0% of their software$80.6M—
- BlackbaudBLKB1,943,516 shares · 0.0% of their software$75.0M—
- MagniteMGNI6,190,403 shares · 0.0% of their software$73.5M—
- A10 Networks, Inc.ATEN3,121,015 shares · 0.0% of their software$72.2M—
- LiveRamp Holdings, Inc.RAMP2,669,537 shares · 0.0% of their software$70.8M—
- nCinoNCNO4,719,936 shares · 0.0% of their software$70.7M—
- AvePointAVPT6,946,381 shares · 0.0% of their software$66.1M—
- Intapp, Inc.INTA2,540,760 shares · 0.0% of their software$65.3M—
- ZoomInfoZI10,755,199 shares · 0.0% of their software$64.3M—
- WeRide Inc.WRD7,767,711 shares · 0.0% of their software$62.8M—
- NextNav Inc.NN3,902,659 shares · 0.0% of their software$62.5M—
- PaymentusPAY2,434,592 shares · 0.0% of their software$61.8M—
- DoubleVerifyDV6,385,110 shares · 0.0% of their software$60.7M—
- Payoneer Global Inc.PAYO12,543,777 shares · 0.0% of their software$60.6M—
- FlywireFLYW5,044,165 shares · 0.0% of their software$58.7M—
- BlackBerry LimitedBB16,718,029 shares · 0.0% of their software$54.2M—
- Donnelley Financial Solutions, Inc.DFIN1,114,920 shares · 0.0% of their software$52.6M—
- Five9FIVN3,329,054 shares · 0.0% of their software$50.5M—
- AlkamiALKT3,201,488 shares · 0.0% of their software$50.2M—
- ProgressPRGS1,928,640 shares · 0.0% of their software$49.5M—
- C3.aiAI5,840,704 shares · 0.0% of their software$49.2M—
- PDF Solutions, Inc.PDFS1,388,122 shares · 0.0% of their software$45.4M—
- Upbound Group, Inc.UPBD2,275,668 shares · 0.0% of their software$41.1M—
- AppianAPPN1,678,280 shares · 0.0% of their software$40.5M—
- NIQ Global Intelligence plcNIQ3,516,617 shares · 0.0% of their software$40.0M—
- VertexVERX3,115,457 shares · 0.0% of their software$37.0M—
- CourseraCOUR6,346,742 shares · 0.0% of their software$36.9M—
- SailPointSAIL2,669,188 shares · 0.0% of their software$35.3M—
- LightspeedLSPD3,611,810 shares · 0.0% of their software$32.3M—
- SprinklrCXM5,338,317 shares · 0.0% of their software$32.0M—
- SemrushSEMR2,672,069 shares · 0.0% of their software$31.9M—
- CertaraCERT5,360,429 shares · 0.0% of their software$30.6M—
- SchrödingerSDGR2,604,374 shares · 0.0% of their software$29.6M—
- AmplitudeAMPL4,091,320 shares · 0.0% of their software$27.9M—
- Tuya Inc.TUYA11,716,000 shares · 0.0% of their software$27.1M—
- Mitek Systems, Inc.MITK1,896,269 shares · 0.0% of their software$25.6M—
- AsanaASAN3,866,354 shares · 0.0% of their software$24.7M—
- Sabre CorporationSABR16,646,085 shares · 0.0% of their software$24.1M—
- PagerDutyPD3,858,510 shares · 0.0% of their software$24.0M—
- PAR Technology CorporationPAR1,787,652 shares · 0.0% of their software$23.8M—
- Nayax Ltd.NYAX410,361 shares · 0.0% of their software$23.1M—
- i3 Verticals, Inc.IIIV963,150 shares · 0.0% of their software$21.5M—
- Netskope, Inc.NTSK2,508,079 shares · 0.0% of their software$21.3M—
- Bandwidth Inc.BAND1,194,878 shares · 0.0% of their software$21.3M—
- Navan, Inc.NAVN1,574,053 shares · 0.0% of their software$20.8M—
- PhreesiaPHR2,479,247 shares · 0.0% of their software$20.8M—
- International Money Express, Inc.IMXI1,221,876 shares · 0.0% of their software$19.3M—
- Daily Journal CorporationDJCO39,772 shares · 0.0% of their software$19.2M—
- Consensus Cloud Solutions, Inc.CCSI797,296 shares · 0.0% of their software$18.9M—
- Red Violet, Inc.RDVT512,005 shares · 0.0% of their software$17.7M—
- Grindr Inc.GRND1,406,976 shares · 0.0% of their software$17.0M—
- OneSpan Inc.OSPN1,606,479 shares · 0.0% of their software$16.9M—
- Blend Labs, Inc.BLND9,652,446 shares · 0.0% of their software$16.4M—
- N-ableNABL3,442,247 shares · 0.0% of their software$16.1M—
- Ooma, Inc.OOMA1,090,539 shares · 0.0% of their software$15.9M—
- PowerFleet, Inc.AIOT5,110,652 shares · 0.0% of their software$15.7M—
- Aeva Technologies, Inc.AEVA1,189,728 shares · 0.0% of their software$15.7M—
- Ibotta, Inc.IBTA519,300 shares · 0.0% of their software$15.6M—
- Wealthfront CorporationWLTH1,650,461 shares · 0.0% of their software$15.3M—
- Rapid7RPD2,676,030 shares · 0.0% of their software$14.7M—
- YextYEXT3,534,874 shares · 0.0% of their software$13.6M—
- Digital TurbineAPPS4,672,448 shares · 0.0% of their software$13.5M—
- PubMaticPUBM1,613,769 shares · 0.0% of their software$13.2M—
- GigaCloud Technology Inc.GCT289,988 shares · 0.0% of their software$13.2M—
- Sprout SocialSPT2,240,694 shares · 0.0% of their software$12.8M—
- MNTN, Inc.MNTN1,437,385 shares · 0.0% of their software$12.6M—
- Cerence Inc.CRNC1,805,809 shares · 0.0% of their software$11.4M—
- Alight, Inc.ALIT19,316,779 shares · 0.0% of their software$11.3M—
- Xperi Inc.XPER1,950,659 shares · 0.0% of their software$10.9M—
- SmartRent, Inc.SMRT6,969,162 shares · 0.0% of their software$10.5M—
- Datavault AI Inc.DVLT15,651,484 shares · 0.0% of their software$9.7M—
- Check PointCHKP66,992 shares · 0.0% of their software$9.6M—
- 8x8EGHT5,764,677 shares · 0.0% of their software$9.6M—
- Telos CorporationTLS2,277,519 shares · 0.0% of their software$9.5M—
- Asure Software, Inc.ASUR1,086,880 shares · 0.0% of their software$9.3M—
- Ribbon Communications Inc.RBBN4,216,459 shares · 0.0% of their software$8.9M—
- Paysign, Inc.PAYS1,485,858 shares · 0.0% of their software$8.8M—
- Simulations PlusSLP739,721 shares · 0.0% of their software$8.7M—
- Rimini Street, Inc.RMNI2,656,155 shares · 0.0% of their software$8.7M—
- Palladyne AI Corp.PDYN1,390,608 shares · 0.0% of their software$8.4M—
- Repay Holdings CorporationRPAY3,221,897 shares · 0.0% of their software$8.4M—
- Kodiak AI, Inc.KDK1,175,171 shares · 0.0% of their software$8.2M—
- BackblazeBLZE2,344,447 shares · 0.0% of their software$8.1M—
- Grab Holdings LimitedGRAB2,146,726 shares · 0.0% of their software$7.9M—
- Commerce.com, Inc.CMRC2,846,647 shares · 0.0% of their software$7.6M—
- Viant Technology Inc.DSP671,831 shares · 0.0% of their software$7.5M—
- Veritone, Inc.VERI3,798,626 shares · 0.0% of their software$7.5M—
- Via Transportation, Inc.VIA490,865 shares · 0.0% of their software$7.4M—
- Immersion CorporationIMMR1,288,269 shares · 0.0% of their software$7.0M—
- Duos Technologies Group, Inc.DUOT971,826 shares · 0.0% of their software$6.7M—
- Blaize Holdings, Inc.BZAI3,584,327 shares · 0.0% of their software$6.5M—
- Intellicheck, Inc.IDN922,837 shares · 0.0% of their software$6.5M—
- eGain CorporationEGAN813,678 shares · 0.0% of their software$6.4M—
- Tucows Inc.TCX361,244 shares · 0.0% of their software$6.2M—
- AI Financial CorporationAIFC5,479,651 shares · 0.0% of their software$6.1M—
- Brand Engagement Network, Inc.BNAI155,962 shares · 0.0% of their software$5.9M—
- Priority Technology Holdings, Inc.PRTH1,210,745 shares · 0.0% of their software$5.7M—
- TON Strategy CompanyTONX2,287,988 shares · 0.0% of their software$5.7M—
- Amdocs LimitedDOX76,656 shares · 0.0% of their software$5.0M—
- Thryv Holdings, Inc.THRY1,782,348 shares · 0.0% of their software$4.9M—
- DHI Group, Inc.DHX1,727,036 shares · 0.0% of their software$4.9M—
- Bakkt, Inc.BKKT623,335 shares · 0.0% of their software$4.6M—
- Kaltura, Inc.KLTR3,739,979 shares · 0.0% of their software$4.6M—
- AEye, Inc.LIDR2,512,184 shares · 0.0% of their software$4.5M—
- Rackspace Technology, Inc.RXT4,617,625 shares · 0.0% of their software$4.5M—
- ReposiTrak, Inc.TRAK593,406 shares · 0.0% of their software$4.5M—
- Rekor Systems, Inc.REKR5,496,596 shares · 0.0% of their software$4.5M—
- DomoDOMO1,411,035 shares · 0.0% of their software$4.3M—
- CS Disco, Inc.LAW1,066,620 shares · 0.0% of their software$4.1M—
- Health CatalystHCAT2,885,653 shares · 0.0% of their software$3.7M—
- WixWIX39,354 shares · 0.0% of their software$3.5M—
- StoneCo Ltd.STNE191,975 shares · 0.0% of their software$2.7M—
- SoundThinking, Inc.SSTI408,678 shares · 0.0% of their software$2.7M—
- Global-EGLBE83,690 shares · 0.0% of their software$2.6M—
- Research Solutions, Inc.RSSS1,133,471 shares · 0.0% of their software$2.6M—
- Silvaco Group, Inc.SVCO337,852 shares · 0.0% of their software$2.4M—
- monday.comMNDY32,435 shares · 0.0% of their software$2.2M—
- EverCommerceEVCM195,660 shares · 0.0% of their software$2.2M—
- AudioEye, Inc.AEYE338,545 shares · 0.0% of their software$2.2M—
- VirnetX Holding CorporationVHC155,541 shares · 0.0% of their software$2.2M—
- Nerdy Inc.NRDY2,541,565 shares · 0.0% of their software$2.1M—
- Airship AI Holdings, Inc.AISP910,572 shares · 0.0% of their software$2.1M—
- Expensify, Inc.EXFY2,305,690 shares · 0.0% of their software$2.0M—
- SkyAI, Inc.SKYA1,166,993 shares · 0.0% of their software$2.0M—
- NetSol Technologies, Inc.NTWK562,531 shares · 0.0% of their software$1.9M—
- VirTra, Inc.VTSI445,579 shares · 0.0% of their software$1.7M—
- Sportradar Group AGSRAD94,380 shares · 0.0% of their software$1.6M—
- Phunware, Inc.PHUN883,500 shares · 0.0% of their software$1.6M—
- Exodus Movement, Inc.EXOD234,303 shares · 0.0% of their software$1.5M—
- PagSeguro Digital Ltd.PAGS133,665 shares · 0.0% of their software$1.3M—
- comScore, Inc.SCOR187,259 shares · 0.0% of their software$1.3M—
- Gloo Holdings, Inc.GLOO239,180 shares · 0.0% of their software$1.2M—
- Inuvo, Inc.INUV505,878 shares · 0.0% of their software$1.0M—
- Usio, Inc.USIO902,159 shares · 0.0% of their software$1.0M—
- BullishBLSH27,684 shares · 0.0% of their software$989K—
- Creative Realities, Inc.CREX255,546 shares · 0.0% of their software$879K—
- Health In Tech, Inc.HIT565,475 shares · 0.0% of their software$820K—
- DLocal LimitedDLO63,001 shares · 0.0% of their software$817K—
- Katapult Holdings, Inc.KPLT107,718 shares · 0.0% of their software$760K—
- Smartbird, IncBIRD208,419 shares · 0.0% of their software$627K—
- XBP Global Holdings, Inc.XBP127,858 shares · 0.0% of their software$563K—
- Forum Markets, IncorporatedFRMM184,387 shares · 0.0% of their software$533K—
- authID Inc.AUID388,874 shares · 0.0% of their software$506K—
- Intellinetics, Inc.INLX52,746 shares · 0.0% of their software$393K—
- CISO Global Inc.CISO731,878 shares · 0.0% of their software$253K—
- Firefly Neuroscience, Inc.AIFF111,910 shares · 0.0% of their software$244K—
- Eva Live, Inc.GOAI52,032 shares · 0.0% of their software$195K—
- Intrusion Inc.INTZ166,371 shares · 0.0% of their software$137K—
- Fusemachines Inc.FUSE140,187 shares · 0.0% of their software$133K—
- Cyngn Inc.CYN69,653 shares · 0.0% of their software$116K—
- Rocket One Inc.RKTO129,691 shares · 0.0% of their software$109K—
- Corvex, Inc.MOVE6,151 shares · 0.0% of their software$85K—
- T Stamp Inc.IDAI34,863 shares · 0.0% of their software$83K—
- Our Bond, Inc.OBAI54,348 shares · 0.0% of their software$79K—
- Aether Holdings, Inc.ATHR31,531 shares · 0.0% of their software$74K—
- Bridgeline Digital, Inc.BLIN76,110 shares · 0.0% of their software$61K—
- Amesite Inc.AMST30,201 shares · 0.0% of their software$56K—
- RTB Digital, Inc.RTB7,351 shares · 0.0% of their software$37K—
- Axe Compute Inc.AGPU10,567 shares · 0.0% of their software$17K—
- Treasure Global Inc.TGL3,416 shares · 0.0% of their software$12K—
- AIB Data Centers Inc.AIB4,245 shares · 0.0% of their software$4K—
- The OLB Group, Inc.OLB7,750 shares · 0.0% of their software$4K—