Passive · Malvern, PA
Vanguard Portfolio Management LLC
- Software
- $160B
- Weight of 13F
- 7.0%
- Names
- 123
- Vs prior quarter
- +$158B
Filed 13 August 2026.
3,141 positions in the whole 13F.
Software held
- MicrosoftMSFT168,407,641 shares · 39.2% of their software$62.8BNew
- OracleORCL57,285,664 shares · 5.2% of their software$8.4BNew
- Palo Alto NetworksPANW19,347,649 shares · 4.1% of their software$6.6BNew
- PalantirPLTR50,276,809 shares · 3.7% of their software$5.9BNew
- DatadogDDOG17,558,413 shares · 2.9% of their software$4.6BNew
- CrowdStrikeCRWD5,956,872 shares · 2.8% of their software$4.5BNew
- CloudflareNET16,819,726 shares · 2.6% of their software$4.1BNew
- FortinetFTNT24,844,685 shares · 2.4% of their software$3.8BFlat
- SnowflakeSNOW12,878,536 shares · 2.0% of their software$3.3BNew
- AppLovinAPP6,350,652 shares · 2.0% of their software$3.3BNew
- CadenceCDNS6,961,873 shares · 1.6% of their software$2.6BNew
- SalesforceCRM16,104,722 shares · 1.6% of their software$2.5BNew