Generalist · Boston, MA
Loomis Sayles & CO L P
Q4 2024 · compared with Q3 2024
- Software
- $14.5B
- Weight of 13F
- 18.4%
- Names
- 58
- Net bought
- −$357M
Filed 12 February 2025 · SEC filing.
697 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 202657 names$11.3B+$839M
- Q1 202657 names$10.8B+$202M
- Q4 202561 names$14.1B−$529M
- Q3 202567 names$16.2B−$119M
- Q2 202566 names$15.1B+$19.0M
- Q1 202564 names$12.3B−$285M
- Q4 202458 names$14.5B−$357M
- Q3 202450 names$13.8B−$201M
- Q2 202450 names$12.9B+$184M
- Q1 202452 names$13.1B−$94.3M
- Q4 202376 names$12.2B−$215M
- Q3 202372 names$10.4B−$247M
- Q2 202377 names$11.4B−$253M
- Q1 202364 names$10.5B−$154M
- Q4 202262 names$9.0B−$546M
- Q3 202264 names$8.8B−$441M
- Q2 202273 names$9.8B+$8.6B
- Q1 202269 names$14.1B+$2.0B
- Q4 202164 names$15.0B−$595M
- Q3 202159 names · $783K in calls, not in the total$14.9B+$396M
- Q2 202153 names · $681K in calls, not in the total$13.7B−$570M
- Q1 202162 names$13.0B−$326M
- Q4 202061 names$13.4B−$787M
- Q3 202043 names$13.0B+$54.2M
- Q2 202037 names$12.0B+$872M
- Q1 202035 names$8.3B+$1.3B
- Q4 201930 names$7.9B+$262M
- Q3 201928 names$7.0B+$43.8M
- Q2 201928 names$7.3B−$173M
- Q1 201939 names$6.9B+$13.3M
- Q4 201836 names$5.7B−$283M
- Q3 201841 names$6.9B+$32.3M
- Q2 201837 names$5.9B+$189M
- Q1 201839 names$5.5B−$9.7M
- Q4 201734 names$5.3B+$315M
- Q3 201740 names$4.9B+$60.3M
- Q2 201738 names$4.6B+$170M
- Q1 201738 names$4.0B+$38.9M
- Q4 201643 names$3.6B+$140M
- Q3 201639 names$3.4B+$170M
- Q2 201634 names$3.0B—
What moved the book
The five software lines with the largest share change this quarter.
Software held
- OracleORCL17,552,543 shares · 20.2% of their software · price −$66.0M$2.9B−$117M
- MicrosoftMSFT6,196,706 shares · 18.0% of their software · price −$54.5M$2.6B−$72.5M
- SalesforceCRM6,493,055 shares · 15.0% of their software · price +$394M$2.2B−$64.2M
- AutodeskADSK5,816,987 shares · 11.8% of their software · price +$117M$1.7B−$55.3M
- ShopifySHOP14,612,866 shares · 10.7% of their software · price +$383M$1.6B−$37.7M
- FactSetFDS1,502,324 shares · 5.0% of their software · price +$30.7M$722M−$23.4M
- Block, Inc.XYZ7,557,735 shares · 4.4% of their software · price +$135M$642M−$17.7M
- WorkdayWDAY2,104,947 shares · 3.7% of their software · price +$28.7M$543M−$18.1M
- Roper Technologies, Inc.ROP631,995 shares · 2.3% of their software · price −$23.1M$329M−$9.1M
- AdobeADBE311,491 shares · 1.0% of their software · price −$22.8M$139M+$10.9M
- DoximityDOCS2,334,597 shares · 0.9% of their software · price +$22.9M$125M+$2.7M
- Intapp, Inc.INTA1,481,149 shares · 0.7% of their software · price +$24.1M$94.9MFlat
- WorkivaWK814,582 shares · 0.6% of their software · price +$24.7M$89.2M+$6.8M
- Clearwater AnalyticsCWAN3,198,411 shares · 0.6% of their software$88.0M—
- VertexVERX1,521,537 shares · 0.6% of their software · price +$22.6M$81.2M−$1.7M
- Agilysys, Inc.AGYS488,159 shares · 0.4% of their software · price +$11.1M$64.3M−$1.6M
- VaronisVRNS1,221,877 shares · 0.4% of their software · price −$14.7M$54.3M−$2.0M
- WEX Inc.WEX306,911 shares · 0.4% of their software · price −$10.6M$53.8MFlat
- VeevaVEEV255,674 shares · 0.4% of their software$53.8M−$3.2M
- ProcorePCOR614,660 shares · 0.3% of their software · price +$8.1M$46.1M+$11.8M
- EVERTEC, Inc.EVTC1,246,057 shares · 0.3% of their software · price +$797K$43.0M−$1.2M
- WixWIX183,068 shares · 0.3% of their software · price +$8.7M$39.3M−$949K
- PAR Technology CorporationPAR454,260 shares · 0.2% of their software · price +$9.4M$33.0MNew · +$23.7M
- TrimbleTRMB466,630 shares · 0.2% of their software · price +$4.0M$33.0M−$902K
- AlkamiALKT867,701 shares · 0.2% of their software · price +$4.5M$31.8M+$21.3M
- Tyler TechnologiesTYL48,627 shares · 0.2% of their software$28.0M−$911K
- GuidewireGWRE136,990 shares · 0.2% of their software · price −$2.0M$23.1M+$3.7M
- Alight, Inc.ALIT2,785,350 shares · 0.1% of their software · price −$1.3M$19.3M−$1.1M
- Five9FIVN470,909 shares · 0.1% of their software · price +$5.6M$19.1M+$2.3M
- SS&CSSNC251,073 shares · 0.1% of their software$19.0M+$6.2M
- TenableTENB469,525 shares · 0.1% of their software · price −$535K$18.5M−$15.8M
- nCinoNCNO544,688 shares · 0.1% of their software · price +$1.1M$18.3MNew · +$17.2M
- SPS CommerceSPSC96,956 shares · 0.1% of their software · price −$987K$17.8M+$1.7M
- Euronet Worldwide, Inc.EEFT156,583 shares · 0.1% of their software · price +$565K$16.1M−$22.9M
- PagerDutyPD812,609 shares · 0.1% of their software$14.8MFlat
- Check PointCHKP64,344 shares · 0.1% of their software$12.0M+$503K
- International Money Express, Inc.IMXI445,778 shares · 0.1% of their software · price +$1.0M$9.3MFlat
- Silvaco Group, Inc.SVCO527,500 shares · 0.0% of their software · price −$3.3M$4.3MFlat
- ServiceNowNOW1,612 shares · 0.0% of their software$1.7MFlat
- AppLovinAPP4,600 shares · 0.0% of their software · price +$889K$1.5MFlat
- MorningstarMORN2,483 shares · 0.0% of their software$836KNew · +$792K
- Automatic Data Processing, Inc.ADP2,650 shares · 0.0% of their software$776KFlat
- AppFolioAPPF2,936 shares · 0.0% of their software$724KNew · +$691K
- FortinetFTNT7,086 shares · 0.0% of their software$669KFlat
- Uber Technologies, Inc.UBER10,842 shares · 0.0% of their software$654KNew · +$815K
- DatadogDDOG2,900 shares · 0.0% of their software$414KFlat
- PalantirPLTR2,465 shares · 0.0% of their software$186KFlat
- Paychex, Inc.PAYX967 shares · 0.0% of their software$136KFlat
- NutanixNTNX1,856 shares · 0.0% of their software$113KFlat
- SynopsysSNPS227 shares · 0.0% of their software$110KFlat
- IntuitINTU138 shares · 0.0% of their software$87KFlat
- HubSpotHUBS117 shares · 0.0% of their software$82KNew · Flat
- CoStarCSGP1,082 shares · 0.0% of their software$77KFlat
- Fiserv, Inc.FISV324 shares · 0.0% of their software$67KFlat
- VeriskVRSK229 shares · 0.0% of their software$63KNew · Flat
- Palo Alto NetworksPANW338 shares · 0.0% of their software$62KFlat
- monday.comMNDY186 shares · 0.0% of their software$44KNew · Flat
- Sportradar Group AGSRAD2,485 shares · 0.0% of their software$43KNew · Flat