Generalist · Boston, MA
Loomis Sayles & CO L P
- Software
- $10.4B
- Weight of 13F
- 13.0%
- Names
- 43
- Vs prior quarter
- +$404M
Filed 14 August 2026.
1,159 positions in the whole 13F.
Software held
- MicrosoftMSFT7,779,696 shares · 27.9% of their software$2.9B+$658M
- OracleORCL16,763,535 shares · 23.6% of their software$2.5BFlat
- ShopifySHOP14,408,186 shares · 15.8% of their software$1.6BFlat
- AutodeskADSK6,335,468 shares · 11.8% of their software$1.2B−$142M
- SalesforceCRM6,452,463 shares · 9.7% of their software$1.0B−$120M
- FactSetFDS1,439,274 shares · 3.2% of their software$331M+$10.4M
- WorkdayWDAY2,295,182 shares · 2.7% of their software$281M+$10.8M
- AppLovinAPP130,535 shares · 0.6% of their software$67.3M+$66.2M
- Tyler TechnologiesTYL183,408 shares · 0.5% of their software$53.6M−$11.4M
- DoximityDOCS2,186,392 shares · 0.4% of their software$45.3M−$2.1M
- VeevaVEEV229,824 shares · 0.4% of their software$40.8M−$4.1M
- JFrogFROG388,120 shares · 0.3% of their software$35.3M+$15.8M