Generalist · Boston, MA
Loomis Sayles & CO L P
Q1 2025 · compared with Q4 2024
- Software
- $12.3B
- Weight of 13F
- 17.8%
- Names
- 64
- Net bought
- −$285M
Filed 14 May 2025 · SEC filing.
708 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
- OracleORCL17,159,677 shares · 19.5% of their software · price −$460M$2.4B−$65.5M
- MicrosoftMSFT6,184,385 shares · 18.9% of their software · price −$285M$2.3BFlat
- SalesforceCRM6,257,379 shares · 13.7% of their software · price −$413M$1.7B−$78.8M
- AutodeskADSK5,743,381 shares · 12.2% of their software · price −$194M$1.5B−$21.8M
- ShopifySHOP14,430,963 shares · 11.2% of their software · price −$157M$1.4B−$19.3M
- FactSetFDS1,484,152 shares · 5.5% of their software · price −$38.1M$675M−$8.7M
- WorkdayWDAY2,079,248 shares · 4.0% of their software · price −$50.9M$486M−$6.6M
- Block, Inc.XYZ7,493,772 shares · 3.3% of their software · price −$230M$407MFlat
- Roper Technologies, Inc.ROP454,314 shares · 2.2% of their software · price +$31.7M$268M−$92.4M
- DoximityDOCS2,382,679 shares · 1.1% of their software · price +$11.1M$138M+$2.6M
- AdobeADBE283,541 shares · 0.9% of their software · price −$17.3M$109M−$12.4M
- Intapp, Inc.INTA1,454,857 shares · 0.7% of their software · price −$8.3M$84.9M−$1.7M
- Clearwater AnalyticsCWAN3,130,163 shares · 0.7% of their software$83.9M—
- WorkivaWK797,183 shares · 0.5% of their software · price −$26.8M$60.5M−$1.9M
- VeevaVEEV248,936 shares · 0.5% of their software · price +$5.3M$57.7M−$1.4M
- VertexVERX1,490,160 shares · 0.4% of their software · price −$27.3M$52.2M−$1.7M
- VaronisVRNS1,196,726 shares · 0.4% of their software · price −$4.8M$48.4M−$1.1M
- EVERTEC, Inc.EVTC1,220,297 shares · 0.4% of their software · price +$2.7M$44.9M−$889K
- ProcorePCOR629,048 shares · 0.3% of their software · price −$5.6M$41.5M+$1.1M
- CommvaultCVLT243,846 shares · 0.3% of their software · price +$1.7M$38.5MNew · +$36.8M
- PAR Technology CorporationPAR522,340 shares · 0.3% of their software · price −$5.9M$32.0M+$4.9M
- TrimbleTRMB484,163 shares · 0.3% of their software · price −$2.4M$31.8M+$1.2M
- WixWIX178,986 shares · 0.2% of their software · price −$9.2M$29.2M−$876K
- Agilysys, Inc.AGYS387,730 shares · 0.2% of their software · price −$22.9M$28.1M−$13.2M
- Tyler TechnologiesTYL47,542 shares · 0.2% of their software$27.6M−$626K
- GuidewireGWRE144,918 shares · 0.2% of their software · price +$2.7M$27.2M+$1.3M
- WEX Inc.WEX163,202 shares · 0.2% of their software · price −$3.0M$25.6M−$25.2M
- AlkamiALKT848,304 shares · 0.2% of their software · price −$8.8M$22.3M−$711K
- SS&CSSNC256,146 shares · 0.2% of their software · price +$2.0M$21.4MFlat
- TenableTENB459,812 shares · 0.1% of their software · price −$2.0M$16.1MFlat
- PaylocityPCTY81,165 shares · 0.1% of their software · price −$985K$15.2MNew · +$16.2M
- Euronet Worldwide, Inc.EEFT141,846 shares · 0.1% of their software · price +$569K$15.2M−$1.5M
- PagerDutyPD813,394 shares · 0.1% of their software$14.9MFlat
- nCinoNCNO532,511 shares · 0.1% of their software · price −$3.3M$14.6MFlat
- Check PointCHKP64,020 shares · 0.1% of their software · price +$2.6M$14.6MFlat
- Five9FIVN534,318 shares · 0.1% of their software · price −$7.2M$14.5M+$2.6M
- SPS CommerceSPSC94,789 shares · 0.1% of their software · price −$4.9M$12.6MFlat
- Alight, Inc.ALIT1,919,968 shares · 0.1% of their software · price −$1.9M$11.4M−$6.0M
- Shift4 Payments, Inc.FOUR102,065 shares · 0.1% of their software · price −$2.3M$8.3MNew · +$10.6M
- UiPathPATH617,895 shares · 0.1% of their software · price −$1.5M$6.4MNew · +$7.9M
- Donnelley Financial Solutions, Inc.DFIN142,014 shares · 0.1% of their software · price −$2.7M$6.2MNew · +$8.9M
- PalantirPLTR33,573 shares · 0.0% of their software$2.8M+$2.4M
- ServiceNowNOW3,366 shares · 0.0% of their software · price −$889K$2.7M+$1.9M
- Silvaco Group, Inc.SVCO527,500 shares · 0.0% of their software · price −$1.9M$2.4MFlat
- AppLovinAPP3,685 shares · 0.0% of their software$976KFlat
- Automatic Data Processing, Inc.ADP2,567 shares · 0.0% of their software$784KFlat
- Uber Technologies, Inc.UBER10,446 shares · 0.0% of their software$761KFlat
- MorningstarMORN2,482 shares · 0.0% of their software$744KFlat
- FortinetFTNT7,409 shares · 0.0% of their software$713KFlat
- AppFolioAPPF2,936 shares · 0.0% of their software$646KFlat
- Paychex, Inc.PAYX1,174 shares · 0.0% of their software$181KFlat
- HubSpotHUBS224 shares · 0.0% of their software$128KFlat
- CoStarCSGP1,287 shares · 0.0% of their software$102KFlat
- SynopsysSNPS176 shares · 0.0% of their software$75KFlat
- NutanixNTNX962 shares · 0.0% of their software$67KFlat
- Sportradar Group AGSRAD2,723 shares · 0.0% of their software$59KFlat
- IntuitINTU91 shares · 0.0% of their software$56KFlat
- monday.comMNDY223 shares · 0.0% of their software$54KFlat
- Fiserv, Inc.FISV209 shares · 0.0% of their software$46KFlat
- VeriskVRSK148 shares · 0.0% of their software$44KFlat
- DynatraceDT829 shares · 0.0% of their software$39KNew · Flat
- Palo Alto NetworksPANW219 shares · 0.0% of their software$37KFlat
- SamsaraIOT940 shares · 0.0% of their software$36KNew · Flat
- Tuya Inc.TUYA1,554 shares · 0.0% of their software$5KNew · Flat