Generalist · Boston, MA
Loomis Sayles & CO L P
Q4 2025 · compared with Q3 2025
- Software
- $14.1B
- Weight of 13F
- 17.0%
- Names
- 61
- Net bought
- −$529M
Filed 12 February 2026 · SEC filing.
672 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
- OracleORCL16,200,355 shares · 22.4% of their software · price −$1.4B$3.2B−$65.6M
- MicrosoftMSFT5,996,682 shares · 20.6% of their software · price −$206M$2.9B−$52.0M
- ShopifySHOP14,470,169 shares · 16.5% of their software · price +$179M$2.3B−$50.6M
- AutodeskADSK5,796,887 shares · 12.2% of their software · price −$126M$1.7B−$42.9M
- SalesforceCRM6,069,363 shares · 11.4% of their software · price +$169M$1.6B−$45.0M
- Block, Inc.XYZ7,522,059 shares · 3.5% of their software · price −$54.0M$490M−$14.5M
- WorkdayWDAY2,096,154 shares · 3.2% of their software · price −$54.4M$450M−$12.4M
- FactSetFDS1,495,160 shares · 3.1% of their software · price +$5.5M$434M−$10.8M
- Roper Technologies, Inc.ROP432,173 shares · 1.4% of their software · price −$23.1M$192M−$9.6M
- DoximityDOCS2,030,342 shares · 0.6% of their software · price −$58.6M$89.9M−$33.2M
- VeevaVEEV247,441 shares · 0.4% of their software · price −$18.5M$55.2M−$2.5M
- Agilysys, Inc.AGYS390,595 shares · 0.3% of their software · price +$5.3M$46.4M+$2.3M
- JFrogFROG712,765 shares · 0.3% of their software · price +$10.8M$44.5M+$5.1M
- Calix, Inc.CALX789,892 shares · 0.3% of their software · price −$6.7M$41.8M+$10.6M
- ProcorePCOR572,027 shares · 0.3% of their software$41.6M−$1.9M
- WorkivaWK453,451 shares · 0.3% of their software$39.1M−$3.2M
- PaymentusPAY1,088,173 shares · 0.2% of their software · price +$1.1M$34.4M+$12.3M
- AdobeADBE95,127 shares · 0.2% of their software$33.3M−$1.5M
- EVERTEC, Inc.EVTC1,109,726 shares · 0.2% of their software · price −$5.2M$32.3M−$1.8M
- GuidewireGWRE143,969 shares · 0.2% of their software · price −$4.2M$28.9MFlat
- TrimbleTRMB351,765 shares · 0.2% of their software · price −$1.2M$27.6M−$3.6M
- WEX Inc.WEX179,578 shares · 0.2% of their software · price −$1.5M$26.8M+$3.6M
- SS&CSSNC268,143 shares · 0.2% of their software$23.4M+$1.0M
- InterDigital, Inc.IDCC59,237 shares · 0.1% of their software · price −$1.6M$18.9M−$3.0M
- Five9FIVN914,868 shares · 0.1% of their software · price −$3.8M$18.3MFlat
- Life360, Inc.LIF280,074 shares · 0.1% of their software · price −$11.8M$18.0M−$1.4M
- BILLBILL299,032 shares · 0.1% of their software$16.3MFlat
- AppFolioAPPF63,940 shares · 0.1% of their software · price −$2.8M$14.9MNew · +$17.6M
- PagerDutyPD1,092,963 shares · 0.1% of their software · price −$3.7M$14.3MFlat
- Donnelley Financial Solutions, Inc.DFIN293,764 shares · 0.1% of their software · price −$1.4M$13.7M+$1.1M
- PDF Solutions, Inc.PDFS465,182 shares · 0.1% of their software · price +$1.3M$13.3M+$2.6M
- Tyler TechnologiesTYL28,760 shares · 0.1% of their software · price −$2.0M$13.1M−$2.0M
- nCinoNCNO489,652 shares · 0.1% of their software · price −$720K$12.6M−$1.3M
- Shift4 Payments, Inc.FOUR196,475 shares · 0.1% of their software · price −$2.8M$12.4M+$4.8M
- ElasticESTC163,491 shares · 0.1% of their software · price −$1.5M$12.3MNew · +$13.8M
- Check PointCHKP63,849 shares · 0.1% of their software · price −$1.4M$11.8M+$577K
- PaylocityPCTY77,452 shares · 0.1% of their software · price −$524K$11.8M−$1.8M
- SAPSAP30,421 shares · 0.1% of their software · price −$739K$7.4MFlat
- i3 Verticals, Inc.IIIV268,245 shares · 0.0% of their software · price −$2.0M$6.8MFlat
- PalantirPLTR25,495 shares · 0.0% of their software$4.5MFlat
- AppLovinAPP4,382 shares · 0.0% of their software$3.0MFlat
- ServiceNowNOW16,355 shares · 0.0% of their software · price −$12.5M$2.5MSplit
- MorningstarMORN7,631 shares · 0.0% of their software$1.7MFlat
- SnowflakeSNOW6,687 shares · 0.0% of their software$1.5MFlat
- SentinelOneS85,543 shares · 0.0% of their software$1.3MNew · +$1.5M
- Silvaco Group, Inc.SVCO306,583 shares · 0.0% of their software$1.2MFlat
- HubSpotHUBS2,619 shares · 0.0% of their software$1.1MFlat
- Uber Technologies, Inc.UBER10,184 shares · 0.0% of their software$832KFlat
- ToastTOST9,582 shares · 0.0% of their software$340KFlat
- SailPointSAIL16,269 shares · 0.0% of their software$329KFlat
- ZscalerZS1,190 shares · 0.0% of their software$268KNew · Flat
- CoStarCSGP3,515 shares · 0.0% of their software$236KFlat
- DynatraceDT5,365 shares · 0.0% of their software$233KFlat
- Automatic Data Processing, Inc.ADP523 shares · 0.0% of their software$135KNew · Flat
- Paychex, Inc.PAYX808 shares · 0.0% of their software$91KFlat
- Intapp, Inc.INTA1,359 shares · 0.0% of their software$62K−$15.1M
- UiPathPATH2,815 shares · 0.0% of their software$46KFlat
- IntuitINTU60 shares · 0.0% of their software$40KFlat
- CrowdStrikeCRWD68 shares · 0.0% of their software$32KFlat
- Palo Alto NetworksPANW172 shares · 0.0% of their software$32KFlat
- SynopsysSNPS60 shares · 0.0% of their software$28KFlat