Generalist · Boston, MA
Loomis Sayles & CO L P
Q2 2025 · compared with Q1 2025
- Software
- $15.1B
- Weight of 13F
- 19.0%
- Names
- 66
- Net bought
- +$19.0M
Filed 13 August 2025 · SEC filing.
700 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
- OracleORCL16,925,237 shares · 24.4% of their software · price +$1.3B$3.7B−$32.8M
- MicrosoftMSFT6,173,474 shares · 20.3% of their software · price +$753M$3.1BFlat
- AutodeskADSK5,831,447 shares · 11.9% of their software · price +$279M$1.8B+$23.1M
- SalesforceCRM6,273,420 shares · 11.3% of their software · price +$27.2M$1.7BFlat
- ShopifySHOP14,622,787 shares · 11.1% of their software · price +$291M$1.7B+$18.3M
- FactSetFDS1,508,052 shares · 4.5% of their software · price −$11.1M$675M+$10.9M
- Block, Inc.XYZ7,593,945 shares · 3.4% of their software · price +$103M$516M+$5.4M
- WorkdayWDAY2,109,998 shares · 3.3% of their software · price +$13.7M$506M+$7.2M
- Roper Technologies, Inc.ROP431,827 shares · 1.6% of their software · price −$9.8M$245M−$13.3M
- DoximityDOCS2,345,481 shares · 1.0% of their software · price +$7.8M$144M−$2.2M
- AdobeADBE238,614 shares · 0.6% of their software · price +$799K$92.3M−$17.2M
- CommvaultCVLT400,070 shares · 0.5% of their software · price +$6.6M$69.7M+$24.6M
- VeevaVEEV240,860 shares · 0.5% of their software · price +$13.6M$69.4M−$1.9M
- Intapp, Inc.INTA1,222,993 shares · 0.4% of their software · price −$8.3M$63.1M−$13.5M
- VaronisVRNS1,168,601 shares · 0.4% of their software · price +$12.0M$59.3M−$1.1M
- Clearwater AnalyticsCWAN2,645,199 shares · 0.4% of their software$58.0M—
- WorkivaWK644,631 shares · 0.3% of their software · price −$4.8M$44.1M−$11.6M
- Agilysys, Inc.AGYS377,864 shares · 0.3% of their software · price +$15.9M$43.3M−$716K
- EVERTEC, Inc.EVTC1,191,561 shares · 0.3% of their software · price −$858K$43.0M−$1.1M
- VertexVERX1,195,140 shares · 0.3% of their software$42.2M−$10.3M
- ProcorePCOR614,213 shares · 0.3% of their software · price +$1.5M$42.0M−$979K
- PAR Technology CorporationPAR563,948 shares · 0.3% of their software · price +$4.5M$39.1M+$2.6M
- PhreesiaPHR1,200,340 shares · 0.2% of their software · price +$3.5M$34.2MNew · +$30.7M
- TrimbleTRMB411,154 shares · 0.2% of their software · price +$4.2M$31.2M−$4.8M
- GuidewireGWRE123,062 shares · 0.2% of their software · price +$5.9M$29.0M−$4.1M
- WEX Inc.WEX168,287 shares · 0.2% of their software · price −$1.7M$24.7M+$798K
- Five9FIVN929,899 shares · 0.2% of their software · price −$623K$24.6M+$10.7M
- Tyler TechnologiesTYL40,364 shares · 0.2% of their software$23.9M−$4.2M
- SS&CSSNC266,282 shares · 0.1% of their software$22.0M+$847K
- AlkamiALKT720,126 shares · 0.1% of their software · price +$2.8M$21.7M−$3.4M
- Calix, Inc.CALX407,634 shares · 0.1% of their software · price +$7.2M$21.7MNew · +$14.4M
- PaylocityPCTY92,324 shares · 0.1% of their software · price −$568K$16.7M+$2.1M
- Chime Financial, Inc.CHYM482,586 shares · 0.1% of their software$16.7MNew · +$16.7M
- Euronet Worldwide, Inc.EEFT161,517 shares · 0.1% of their software · price −$883K$16.4M+$2.1M
- Check PointCHKP66,665 shares · 0.1% of their software$14.7M+$603K
- Shift4 Payments, Inc.FOUR139,820 shares · 0.1% of their software · price +$2.4M$13.9M+$3.1M
- InterDigital, Inc.IDCC60,614 shares · 0.1% of their software · price +$1.1M$13.6MNew · +$12.5M
- Alight, Inc.ALIT2,287,745 shares · 0.1% of their software · price −$618K$12.9M+$2.2M
- PagerDutyPD837,407 shares · 0.1% of their software · price −$2.5M$12.8MFlat
- nCinoNCNO452,062 shares · 0.1% of their software$12.6M−$2.2M
- Donnelley Financial Solutions, Inc.DFIN180,427 shares · 0.1% of their software · price +$3.2M$11.1M+$1.7M
- SPS CommerceSPSC80,464 shares · 0.1% of their software$11.0M−$1.9M
- i3 Verticals, Inc.IIIV226,000 shares · 0.0% of their software · price +$635K$6.2MNew · +$5.6M
- PalantirPLTR25,504 shares · 0.0% of their software · price +$1.3M$3.5M−$681K
- ServiceNowNOW3,271 shares · 0.0% of their software · price +$759K$3.4MFlat
- MorningstarMORN7,631 shares · 0.0% of their software$2.4M+$1.5M
- Silvaco Group, Inc.SVCO497,500 shares · 0.0% of their software$2.3MFlat
- AppLovinAPP6,423 shares · 0.0% of their software · price +$547K$2.2M+$725K
- Uber Technologies, Inc.UBER10,194 shares · 0.0% of their software$951KFlat
- PDF Solutions, Inc.PDFS41,546 shares · 0.0% of their software$888KNew · +$794K
- Automatic Data Processing, Inc.ADP2,211 shares · 0.0% of their software$682KFlat
- NutanixNTNX8,793 shares · 0.0% of their software$672K+$547K
- HubSpotHUBS224 shares · 0.0% of their software$125KFlat
- Sportradar Group AGSRAD3,524 shares · 0.0% of their software$99KFlat
- CoStarCSGP1,163 shares · 0.0% of their software$94KFlat
- Paychex, Inc.PAYX631 shares · 0.0% of their software$92KFlat
- monday.comMNDY245 shares · 0.0% of their software$77KFlat
- DynatraceDT1,003 shares · 0.0% of their software$55KFlat
- IntuitINTU61 shares · 0.0% of their software$48KFlat
- ToastTOST955 shares · 0.0% of their software$42KNew · Flat
- SailPointSAIL1,849 shares · 0.0% of their software$42KNew · Flat
- SamsaraIOT940 shares · 0.0% of their software$37KFlat
- CrowdStrikeCRWD71 shares · 0.0% of their software$36KNew · Flat
- Palo Alto NetworksPANW176 shares · 0.0% of their software$36KFlat
- SynopsysSNPS63 shares · 0.0% of their software$32KFlat
- Tuya Inc.TUYA6,564 shares · 0.0% of their software$15KFlat