Generalist · Boston, MA
Loomis Sayles & CO L P
Q3 2025 · compared with Q2 2025
- Software
- $16.2B
- Weight of 13F
- 19.3%
- Names
- 67
- Net bought
- −$119M
Filed 13 November 2025 · SEC filing.
687 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
- OracleORCL16,433,499 shares · 28.5% of their software · price +$1.0B$4.6B−$108M
- MicrosoftMSFT6,097,061 shares · 19.5% of their software · price +$125M$3.2B−$38.0M
- ShopifySHOP14,810,603 shares · 13.6% of their software · price +$493M$2.2B+$21.7M
- AutodeskADSK5,931,821 shares · 11.6% of their software · price +$48.0M$1.9B+$31.1M
- SalesforceCRM6,259,052 shares · 9.1% of their software · price −$223M$1.5BFlat
- Block, Inc.XYZ7,723,003 shares · 3.4% of their software · price +$33.5M$558M+$8.8M
- WorkdayWDAY2,147,464 shares · 3.2% of their software · price +$1.6M$517M+$9.0M
- FactSetFDS1,532,692 shares · 2.7% of their software · price −$246M$439M+$11.0M
- Roper Technologies, Inc.ROP451,352 shares · 1.4% of their software · price −$30.8M$225M+$11.1M
- DoximityDOCS2,483,802 shares · 1.1% of their software · price +$29.3M$182M+$8.5M
- CommvaultCVLT464,127 shares · 0.5% of their software · price +$6.7M$87.6M+$11.2M
- VeevaVEEV255,763 shares · 0.5% of their software · price +$2.5M$76.2M+$4.3M
- VaronisVRNS1,139,191 shares · 0.4% of their software · price +$7.7M$65.5M−$1.5M
- ProcorePCOR598,750 shares · 0.3% of their software · price +$2.7M$43.7M−$1.1M
- WorkivaWK490,936 shares · 0.3% of their software · price +$8.7M$42.3M−$10.5M
- EVERTEC, Inc.EVTC1,161,573 shares · 0.2% of their software · price −$2.6M$39.2M−$1.1M
- Agilysys, Inc.AGYS368,354 shares · 0.2% of their software · price −$3.5M$38.8M−$1.1M
- Calix, Inc.CALX617,013 shares · 0.2% of their software · price +$5.0M$37.9M+$11.1M
- AdobeADBE99,367 shares · 0.2% of their software · price −$3.4M$35.1M−$53.9M
- GuidewireGWRE144,579 shares · 0.2% of their software · price −$808K$33.2M+$5.1M
- TrimbleTRMB396,177 shares · 0.2% of their software · price +$2.2M$32.3M−$1.1M
- Life360, Inc.LIF293,163 shares · 0.2% of their software · price +$12.0M$31.2MNew · +$19.1M
- JFrogFROG605,507 shares · 0.2% of their software · price +$2.1M$28.7MNew · +$26.6M
- PhreesiaPHR1,170,559 shares · 0.2% of their software · price −$5.8M$27.5M−$848K
- WEX Inc.WEX156,469 shares · 0.2% of their software · price +$1.7M$24.6M−$1.7M
- InterDigital, Inc.IDCC68,044 shares · 0.1% of their software · price +$8.2M$23.5M+$1.7M
- SS&CSSNC256,339 shares · 0.1% of their software · price +$1.5M$22.8M−$823K
- Five9FIVN897,395 shares · 0.1% of their software · price −$2.0M$21.7M−$861K
- PaymentusPAY686,407 shares · 0.1% of their software · price −$1.5M$21.0MNew · +$22.5M
- PagerDutyPD1,089,687 shares · 0.1% of their software · price +$1.4M$18.0M+$3.9M
- Tyler TechnologiesTYL32,643 shares · 0.1% of their software · price −$2.3M$17.1M−$4.6M
- BILLBILL299,237 shares · 0.1% of their software · price +$2.0M$15.9MNew · +$13.8M
- Intapp, Inc.INTA369,676 shares · 0.1% of their software · price −$4.0M$15.1M−$44.0M
- nCinoNCNO535,996 shares · 0.1% of their software$14.5M+$2.3M
- PaylocityPCTY88,951 shares · 0.1% of their software · price −$1.9M$14.2M−$611K
- Donnelley Financial Solutions, Inc.DFIN271,671 shares · 0.1% of their software · price −$2.8M$14.0M+$5.6M
- Euronet Worldwide, Inc.EEFT154,740 shares · 0.1% of their software · price −$2.1M$13.6M−$687K
- Check PointCHKP61,062 shares · 0.1% of their software · price −$876K$12.6M−$1.2M
- AlkamiALKT467,480 shares · 0.1% of their software · price −$2.5M$11.6M−$7.6M
- Shift4 Payments, Inc.FOUR134,348 shares · 0.1% of their software · price −$2.9M$10.4M−$542K
- PDF Solutions, Inc.PDFS363,183 shares · 0.1% of their software · price +$1.6M$9.4M+$6.9M
- Chime Financial, Inc.CHYM464,786 shares · 0.1% of their software · price −$6.7M$9.4M−$614K
- i3 Verticals, Inc.IIIV267,009 shares · 0.1% of their software · price +$1.3M$8.7M+$1.1M
- SAPSAP31,506 shares · 0.1% of their software · price −$1.2M$8.4MNew · +$9.6M
- DuolingoDUOL24,794 shares · 0.0% of their software · price −$2.2M$8.0MNew · +$10.2M
- Alight, Inc.ALIT2,235,805 shares · 0.0% of their software · price −$5.4M$7.3MFlat
- PalantirPLTR25,512 shares · 0.0% of their software · price +$1.2M$4.7MFlat
- AppLovinAPP4,382 shares · 0.0% of their software · price +$1.6M$3.1M−$715K
- ServiceNowNOW3,272 shares · 0.0% of their software$3.0MFlat
- MorningstarMORN7,631 shares · 0.0% of their software · price −$625K$1.8MFlat
- Silvaco Group, Inc.SVCO311,583 shares · 0.0% of their software$1.7M−$878K
- SnowflakeSNOW6,687 shares · 0.0% of their software$1.5MNew · +$1.5M
- HubSpotHUBS2,619 shares · 0.0% of their software$1.2M+$1.3M
- Uber Technologies, Inc.UBER10,202 shares · 0.0% of their software$999KFlat
- Sportradar Group AGSRAD27,539 shares · 0.0% of their software$741K+$674K
- FortinetFTNT6,953 shares · 0.0% of their software$585KNew · +$735K
- CoStarCSGP1,163 shares · 0.0% of their software$98KFlat
- SailPointSAIL3,050 shares · 0.0% of their software$67KFlat
- ToastTOST1,796 shares · 0.0% of their software$66KFlat
- Paychex, Inc.PAYX496 shares · 0.0% of their software$63KFlat
- DynatraceDT1,003 shares · 0.0% of their software$49KFlat
- IntuitINTU62 shares · 0.0% of their software$42KFlat
- UiPathPATH2,815 shares · 0.0% of their software$38KNew · Flat
- Palo Alto NetworksPANW179 shares · 0.0% of their software$36KFlat
- CrowdStrikeCRWD71 shares · 0.0% of their software$35KFlat
- SynopsysSNPS63 shares · 0.0% of their software$31KFlat
- Tuya Inc.TUYA6,014 shares · 0.0% of their software$15KFlat