Passive · Malvern, PA
Vanguard Portfolio Management
Q1 2026 · compared with Q4 2025
Filed as Vanguard Portfolio Management LLC
- Software
- $169B
- Weight of 13F
- 9.0%
- Names
- 232
- Net bought
- —
Part of Vanguard. The stock total uses the largest filing in that family, so these shares are not added again.
3,037 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
- MicrosoftMSFT167,490,848 shares · 36.6% of their software$62.0B—
- OracleORCL56,745,677 shares · 4.9% of their software$8.3B—
- PalantirPLTR50,022,230 shares · 4.3% of their software$7.3B—
- SalesforceCRM19,419,407 shares · 2.1% of their software$3.6B—
- IntuitINTU8,281,599 shares · 2.1% of their software$3.6B—
- CloudflareNET16,039,889 shares · 2.0% of their software$3.3B—
- Palo Alto NetworksPANW19,601,462 shares · 1.9% of their software$3.1B—
- Uber Technologies, Inc.UBER38,112,387 shares · 1.6% of their software$2.7B—
- ServiceNowNOW25,172,570 shares · 1.6% of their software$2.6B—
- AdobeADBE9,972,632 shares · 1.4% of their software$2.4B—
- AppLovinAPP5,935,893 shares · 1.4% of their software$2.4B—
- CrowdStrikeCRWD6,033,794 shares · 1.4% of their software$2.4B—
- Automatic Data Processing, Inc.ADP11,052,077 shares · 1.3% of their software$2.2B—
- AutodeskADSK8,687,613 shares · 1.2% of their software$2.1B—
- DatadogDDOG17,575,658 shares · 1.2% of their software$2.1B—
- Roper Technologies, Inc.ROP5,808,518 shares · 1.2% of their software$2.1B—
- CadenceCDNS7,031,933 shares · 1.2% of their software$2.0B—
- SnowflakeSNOW12,842,543 shares · 1.1% of their software$1.9B—
- SynopsysSNPS4,730,700 shares · 1.1% of their software$1.9B—
- Strategy IncMSTR14,741,707 shares · 1.1% of their software$1.8B—
- Block, Inc.XYZ25,662,834 shares · 0.9% of their software$1.5B—
- CoStarCSGP38,234,133 shares · 0.9% of their software$1.5B—
- WorkdayWDAY11,637,749 shares · 0.9% of their software$1.5B—
- Paychex, Inc.PAYX15,249,560 shares · 0.8% of their software$1.4B—
- Fair IsaacFICO1,255,488 shares · 0.8% of their software$1.3B—
- VeevaVEEV7,376,031 shares · 0.8% of their software$1.3B—
- NetApp, Inc.NTAP12,652,345 shares · 0.8% of their software$1.3B—
- VeriskVRSK6,583,203 shares · 0.7% of their software$1.2B—
- Fiserv, Inc.FISV21,183,892 shares · 0.7% of their software$1.2B—
- MongoDBMDB4,501,522 shares · 0.7% of their software$1.1B—
- ZoomZM13,402,043 shares · 0.6% of their software$1.1B—
- BroadridgeBR6,363,754 shares · 0.6% of their software$1.0B—
- TwilioTWLO8,081,883 shares · 0.6% of their software$1.0B—
- CoreWeave, Inc.CRWV12,710,358 shares · 0.6% of their software$985M—
- Corpay, Inc.CPAY2,991,891 shares · 0.5% of their software$871M—
- AkamaiAKAM7,526,525 shares · 0.5% of their software$864M—
- F5, Inc.FFIV2,975,594 shares · 0.5% of their software$861M—
- PTCPTC5,871,374 shares · 0.5% of their software$837M—
- ZscalerZS5,930,635 shares · 0.5% of their software$832M—
- Tyler TechnologiesTYL2,407,398 shares · 0.5% of their software$824M—
- TrimbleTRMB12,456,275 shares · 0.5% of their software$813M—
- SS&CSSNC10,974,325 shares · 0.4% of their software$742M—
- OktaOKTA9,231,099 shares · 0.4% of their software$727M—
- HubSpotHUBS2,861,445 shares · 0.4% of their software$698M—
- GuidewireGWRE4,594,571 shares · 0.4% of their software$687M—
- AtlassianTEAM9,894,363 shares · 0.4% of their software$675M—
- GoDaddyGDDY7,965,240 shares · 0.4% of their software$658M—
- DynatraceDT16,486,091 shares · 0.4% of their software$610M—
- Gen DigitalGEN31,355,683 shares · 0.3% of their software$590M—
- ToastTOST20,258,557 shares · 0.3% of their software$537M—
- SamsaraIOT16,911,791 shares · 0.3% of their software$536M—
- DocuSignDOCU11,287,298 shares · 0.3% of their software$535M—
- NutanixNTNX14,009,225 shares · 0.3% of their software$532M—
- Manhattan AssociatesMANH3,869,749 shares · 0.3% of their software$515M—
- DigitalOceanDOCN5,960,826 shares · 0.3% of their software$511M—
- The Trade DeskTTD22,443,160 shares · 0.3% of their software$509M—
- InterDigital, Inc.IDCC1,590,204 shares · 0.3% of their software$480M—
- Clearwater AnalyticsCWAN18,293,833 shares · 0.3% of their software$433M—
- UnityU18,587,893 shares · 0.2% of their software$408M—
- Rubrik, Inc.RBRK8,029,608 shares · 0.2% of their software$393M—
- FactSetFDS1,806,692 shares · 0.2% of their software$392M—
- ProcorePCOR6,804,776 shares · 0.2% of their software$388M—
- Clear Secure, Inc.YOU7,117,017 shares · 0.2% of their software$345M—
- ACI WorldwideACIW8,056,347 shares · 0.2% of their software$330M—
- FastlyFSLY11,017,485 shares · 0.2% of their software$320M—
- Bentley SystemsBSY8,986,799 shares · 0.2% of their software$316M—
- UiPathPATH26,488,863 shares · 0.2% of their software$294M—
- PaycomPAYC2,390,904 shares · 0.2% of their software$291M—
- JFrogFROG6,145,025 shares · 0.2% of their software$288M—
- Lyft, Inc.LYFT21,178,049 shares · 0.2% of their software$282M—
- CommvaultCVLT3,609,637 shares · 0.2% of their software$281M—
- SentinelOneS21,675,195 shares · 0.2% of their software$279M—
- Core Scientific, Inc.CORZ18,614,536 shares · 0.2% of their software$278M—
- DropboxDBX12,229,462 shares · 0.2% of their software$278M—
- ElasticESTC5,527,204 shares · 0.2% of their software$276M—
- Calix, Inc.CALX5,533,754 shares · 0.2% of their software$271M—
- PegasystemsPEGA6,361,923 shares · 0.2% of their software$271M—
- RingCentralRNG7,234,866 shares · 0.2% of their software$269M—
- BoxBOX11,245,459 shares · 0.2% of their software$266M—
- TeradataTDC9,206,973 shares · 0.1% of their software$236M—
- WorkivaWK3,955,667 shares · 0.1% of their software$236M—
- PaylocityPCTY2,179,082 shares · 0.1% of their software$235M—
- AppFolioAPPF1,485,373 shares · 0.1% of their software$234M—
- Q2QTWO4,858,839 shares · 0.1% of their software$230M—
- WEX Inc.WEX1,483,603 shares · 0.1% of their software$227M—
- QualysQLYS2,537,126 shares · 0.1% of their software$223M—
- BILLBILL5,684,842 shares · 0.1% of their software$218M—
- CCC Intelligent Solutions Holdings Inc.CCC35,328,644 shares · 0.1% of their software$212M—
- Figma, Inc.FIG10,000,129 shares · 0.1% of their software$211M—
- Life360, Inc.LIF5,173,714 shares · 0.1% of their software$211M—
- Zeta GlobalZETA12,870,889 shares · 0.1% of their software$205M—
- Adeia Inc.ADEA8,456,814 shares · 0.1% of their software$203M—
- Chime Financial, Inc.CHYM10,029,260 shares · 0.1% of their software$188M—
- GitLabGTLB8,679,901 shares · 0.1% of their software$188M—
- NCR Atleos CorporationNATL4,227,222 shares · 0.1% of their software$184M—
- Amdocs LimitedDOX2,739,053 shares · 0.1% of their software$179M—
- MorningstarMORN1,051,820 shares · 0.1% of their software$178M—
- NetScout Systems, Inc.NTCT5,528,844 shares · 0.1% of their software$176M—
- SoundHound AI, Inc.SOUN25,527,830 shares · 0.1% of their software$175M—
- Alarm.com Holdings, Inc.ALRM3,955,703 shares · 0.1% of their software$171M—
- SPS CommerceSPSC2,958,839 shares · 0.1% of their software$165M—
- TenableTENB9,632,968 shares · 0.1% of their software$163M—
- DuolingoDUOL1,632,650 shares · 0.1% of their software$161M—
- VaronisVRNS7,483,115 shares · 0.1% of their software$161M—
- WaystarWAY6,406,778 shares · 0.1% of their software$154M—
- BlackLineBL4,062,856 shares · 0.1% of their software$150M—
- DoximityDOCS6,394,107 shares · 0.1% of their software$149M—
- KlaviyoKVYO7,531,915 shares · 0.1% of their software$147M—
- LiveRamp Holdings, Inc.RAMP5,525,314 shares · 0.1% of their software$147M—
- ServiceTitanTTAN2,201,266 shares · 0.1% of their software$140M—
- BrazeBRZE5,455,409 shares · 0.1% of their software$129M—
- FreshworksFRSH15,543,566 shares · 0.1% of their software$125M—
- Remitly Global, Inc.RELY7,461,792 shares · 0.1% of their software$117M—
- BlackbaudBLKB3,011,703 shares · 0.1% of their software$116M—
- Euronet Worldwide, Inc.EEFT1,684,191 shares · 0.1% of their software$112M—
- EVERTEC, Inc.EVTC3,955,619 shares · 0.1% of their software$112M—
- AvePointAVPT11,313,053 shares · 0.1% of their software$108M—
- nCinoNCNO6,958,680 shares · 0.1% of their software$104M—
- Five9FIVN6,719,982 shares · 0.1% of their software$102M—
- AppianAPPN4,161,559 shares · 0.1% of their software$100M—
- Intapp, Inc.INTA3,879,342 shares · 0.1% of their software$99.7M—
- MagniteMGNI7,726,205 shares · 0.1% of their software$91.8M—
- Shift4 Payments, Inc.FOUR2,023,932 shares · 0.1% of their software$88.5M—
- ProgressPRGS3,430,715 shares · 0.1% of their software$88.0M—
- ePlus inc.PLUS1,100,447 shares · 0.0% of their software$82.8M—
- A10 Networks, Inc.ATEN3,387,848 shares · 0.0% of their software$78.3M—
- ZoomInfoZI12,962,162 shares · 0.0% of their software$77.5M—
- Agilysys, Inc.AGYS1,077,039 shares · 0.0% of their software$76.6M—
- AlkamiALKT4,682,285 shares · 0.0% of their software$73.4M—
- C3.aiAI8,544,184 shares · 0.0% of their software$71.9M—
- DoubleVerifyDV7,555,876 shares · 0.0% of their software$71.8M—
- Payoneer Global Inc.PAYO14,730,702 shares · 0.0% of their software$71.1M—
- Upbound Group, Inc.UPBD3,939,142 shares · 0.0% of their software$71.1M—
- SprinklrCXM10,482,067 shares · 0.0% of their software$62.9M—
- FlywireFLYW4,976,560 shares · 0.0% of their software$57.9M—
- VertexVERX4,780,681 shares · 0.0% of their software$56.8M—
- AsanaASAN8,706,840 shares · 0.0% of their software$55.7M—
- PaymentusPAY2,119,189 shares · 0.0% of their software$53.8M—
- StoneCo Ltd.STNE3,551,798 shares · 0.0% of their software$50.2M—
- PDF Solutions, Inc.PDFS1,400,722 shares · 0.0% of their software$45.8M—
- PagerDutyPD7,286,143 shares · 0.0% of their software$45.2M—
- SemrushSEMR3,735,948 shares · 0.0% of their software$44.6M—
- Diebold Nixdorf, IncorporatedDBD581,599 shares · 0.0% of their software$43.9M—
- SchrödingerSDGR3,862,197 shares · 0.0% of their software$43.9M—
- CourseraCOUR7,275,421 shares · 0.0% of their software$42.3M—
- AmplitudeAMPL6,165,091 shares · 0.0% of their software$42.0M—
- NextNav Inc.NN2,352,376 shares · 0.0% of their software$37.7M—
- NIQ Global Intelligence plcNIQ3,289,854 shares · 0.0% of their software$37.4M—
- CertaraCERT5,969,196 shares · 0.0% of their software$34.0M—
- Rapid7RPD5,164,572 shares · 0.0% of their software$28.5M—
- PagSeguro Digital Ltd.PAGS2,827,978 shares · 0.0% of their software$28.3M—
- PhreesiaPHR3,335,121 shares · 0.0% of their software$27.9M—
- SailPointSAIL2,097,698 shares · 0.0% of their software$27.8M—
- N-ableNABL5,840,905 shares · 0.0% of their software$27.3M—
- Netskope, Inc.NTSK2,858,287 shares · 0.0% of their software$24.3M—
- GigaCloud Technology Inc.GCT530,306 shares · 0.0% of their software$24.1M—
- Donnelley Financial Solutions, Inc.DFIN502,659 shares · 0.0% of their software$23.7M—
- YextYEXT6,109,388 shares · 0.0% of their software$23.5M—
- Dave Inc.DAVE134,493 shares · 0.0% of their software$23.4M—
- Sprout SocialSPT3,930,587 shares · 0.0% of their software$22.4M—
- Navan, Inc.NAVN1,535,037 shares · 0.0% of their software$20.3M—
- Mitek Systems, Inc.MITK1,492,814 shares · 0.0% of their software$20.2M—
- Pagaya Technologies Ltd.PGY1,716,328 shares · 0.0% of their software$20.0M—
- Daily Journal CorporationDJCO40,193 shares · 0.0% of their software$19.4M—
- PAR Technology CorporationPAR1,231,200 shares · 0.0% of their software$16.4M—
- i3 Verticals, Inc.IIIV687,729 shares · 0.0% of their software$15.4M—
- Consensus Cloud Solutions, Inc.CCSI638,106 shares · 0.0% of their software$15.1M—
- OneSpan Inc.OSPN1,371,050 shares · 0.0% of their software$14.4M—
- Check PointCHKP94,525 shares · 0.0% of their software$13.5M—
- Sabre CorporationSABR8,593,727 shares · 0.0% of their software$12.5M—
- Commerce.com, Inc.CMRC4,562,016 shares · 0.0% of their software$12.2M—
- Red Violet, Inc.RDVT345,261 shares · 0.0% of their software$11.9M—
- 8x8EGHT7,138,214 shares · 0.0% of their software$11.8M—
- Digital TurbineAPPS3,986,325 shares · 0.0% of their software$11.5M—
- Blend Labs, Inc.BLND6,702,947 shares · 0.0% of their software$11.4M—
- PowerFleet, Inc.AIOT3,674,038 shares · 0.0% of their software$11.3M—
- Xperi Inc.XPER1,944,011 shares · 0.0% of their software$10.9M—
- DomoDOMO3,222,739 shares · 0.0% of their software$9.9M—
- Bandwidth Inc.BAND543,909 shares · 0.0% of their software$9.7M—
- Alight, Inc.ALIT16,327,767 shares · 0.0% of their software$9.5M—
- Cerence Inc.CRNC1,433,154 shares · 0.0% of their software$9.0M—
- Bitdeer Technologies GroupBTDR888,529 shares · 0.0% of their software$7.7M—
- Via Transportation, Inc.VIA479,804 shares · 0.0% of their software$7.2M—
- Ribbon Communications Inc.RBBN3,335,665 shares · 0.0% of their software$7.1M—
- SmartRent, Inc.SMRT4,232,191 shares · 0.0% of their software$6.3M—
- PubMaticPUBM638,785 shares · 0.0% of their software$5.2M—
- Rimini Street, Inc.RMNI1,544,988 shares · 0.0% of their software$5.1M—
- eGain CorporationEGAN574,376 shares · 0.0% of their software$4.5M—
- Ooma, Inc.OOMA298,873 shares · 0.0% of their software$4.3M—
- Grindr Inc.GRND326,112 shares · 0.0% of their software$3.9M—
- Rezolve AI PLCRZLV1,485,066 shares · 0.0% of their software$3.8M—
- Ibotta, Inc.IBTA123,324 shares · 0.0% of their software$3.7M—
- Aeva Technologies, Inc.AEVA277,847 shares · 0.0% of their software$3.7M—
- International Money Express, Inc.IMXI203,894 shares · 0.0% of their software$3.2M—
- CS Disco, Inc.LAW754,353 shares · 0.0% of their software$2.9M—
- Rackspace Technology, Inc.RXT2,537,043 shares · 0.0% of their software$2.5M—
- BackblazeBLZE707,887 shares · 0.0% of their software$2.4M—
- Grab Holdings LimitedGRAB596,201 shares · 0.0% of their software$2.2M—
- Viant Technology Inc.DSP178,757 shares · 0.0% of their software$2.0M—
- Repay Holdings CorporationRPAY757,987 shares · 0.0% of their software$2.0M—
- Telos CorporationTLS460,284 shares · 0.0% of their software$1.9M—
- Wealthfront CorporationWLTH205,795 shares · 0.0% of their software$1.9M—
- Simulations PlusSLP151,058 shares · 0.0% of their software$1.8M—
- Thryv Holdings, Inc.THRY634,552 shares · 0.0% of their software$1.7M—
- Expensify, Inc.EXFY1,971,586 shares · 0.0% of their software$1.7M—
- VTEXVTEX320,481 shares · 0.0% of their software$1.3M—
- Paysign, Inc.PAYS209,708 shares · 0.0% of their software$1.2M—
- Paysafe LimitedPSFE180,973 shares · 0.0% of their software$1.2M—
- Asure Software, Inc.ASUR136,733 shares · 0.0% of their software$1.2M—
- BullishBLSH32,354 shares · 0.0% of their software$1.2M—
- EverCommerceEVCM96,963 shares · 0.0% of their software$1.1M—
- WixWIX11,834 shares · 0.0% of their software$1.1M—
- Palladyne AI Corp.PDYN174,528 shares · 0.0% of their software$1.1M—
- Blaize Holdings, Inc.BZAI514,632 shares · 0.0% of their software$937K—
- Immersion CorporationIMMR161,697 shares · 0.0% of their software$883K—
- Kaltura, Inc.KLTR712,776 shares · 0.0% of their software$870K—
- Priority Technology Holdings, Inc.PRTH166,330 shares · 0.0% of their software$785K—
- Global-EGLBE23,869 shares · 0.0% of their software$736K—
- Bakkt, Inc.BKKT93,894 shares · 0.0% of their software$691K—
- monday.comMNDY9,896 shares · 0.0% of their software$684K—
- Health CatalystHCAT531,014 shares · 0.0% of their software$674K—
- Tucows Inc.TCX39,208 shares · 0.0% of their software$673K—
- Exodus Movement, Inc.EXOD95,784 shares · 0.0% of their software$623K—
- ReposiTrak, Inc.TRAK72,340 shares · 0.0% of their software$550K—
- SoundThinking, Inc.SSTI56,703 shares · 0.0% of their software$375K—
- MNTN, Inc.MNTN42,158 shares · 0.0% of their software$371K—
- Silvaco Group, Inc.SVCO46,320 shares · 0.0% of their software$328K—
- Airship AI Holdings, Inc.AISP135,429 shares · 0.0% of their software$306K—
- AudioEye, Inc.AEYE47,153 shares · 0.0% of their software$300K—
- Nerdy Inc.NRDY354,899 shares · 0.0% of their software$290K—
- DLocal LimitedDLO19,431 shares · 0.0% of their software$252K—
- Veritone, Inc.VERI82,071 shares · 0.0% of their software$162K—