Generalist · Boston, MA
Loomis Sayles & CO L P
Q1 2026 · compared with Q4 2025
- Software
- $10.8B
- Weight of 13F
- 14.6%
- Names
- 57
- Net bought
- +$202M
696 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
- OracleORCL16,839,240 shares · 22.9% of their software · price −$805M$2.5B+$125M
- MicrosoftMSFT6,063,327 shares · 20.8% of their software · price −$688M$2.2B+$32.2M
- ShopifySHOP14,403,445 shares · 15.8% of their software · price −$610M$1.7BFlat
- AutodeskADSK5,740,231 shares · 12.7% of their software · price −$325M$1.4BFlat
- SalesforceCRM6,056,754 shares · 10.5% of their software · price −$474M$1.1BFlat
- Block, Inc.XYZ7,423,669 shares · 4.1% of their software · price −$36.5M$447M−$6.4M
- FactSetFDS1,478,028 shares · 3.0% of their software · price −$108M$321M−$5.0M
- WorkdayWDAY2,079,300 shares · 2.5% of their software · price −$176M$270MFlat
- Roper Technologies, Inc.ROP431,779 shares · 1.4% of their software · price −$39.4M$153MFlat
- Tyler TechnologiesTYL189,857 shares · 0.6% of their software · price −$21.2M$65.0M+$73.1M
- DoximityDOCS2,036,984 shares · 0.4% of their software · price −$42.7M$47.5MFlat
- VeevaVEEV255,396 shares · 0.4% of their software · price −$12.1M$44.9M+$1.8M
- Calix, Inc.CALX840,197 shares · 0.4% of their software · price −$3.3M$41.2M+$2.7M
- Adeia Inc.ADEA1,333,941 shares · 0.3% of their software · price +$9.0M$32.1MNew · +$23.0M
- WorkivaWK514,936 shares · 0.3% of their software · price −$13.7M$30.7M+$5.3M
- ProcorePCOR527,981 shares · 0.3% of their software · price −$8.3M$30.1M−$3.2M
- EVERTEC, Inc.EVTC1,024,262 shares · 0.3% of their software · price −$891K$28.9M−$2.5M
- PDF Solutions, Inc.PDFS827,109 shares · 0.3% of their software · price +$3.5M$27.1M+$10.3M
- WEX Inc.WEX175,138 shares · 0.2% of their software · price +$711K$26.8M−$661K
- Agilysys, Inc.AGYS360,502 shares · 0.2% of their software · price −$17.2M$25.6M−$3.6M
- PaymentusPAY1,004,321 shares · 0.2% of their software · price −$6.2M$25.5M−$2.6M
- TrimbleTRMB343,128 shares · 0.2% of their software · price −$4.5M$22.4M−$677K
- JFrogFROG415,899 shares · 0.2% of their software · price −$6.5M$19.5M−$18.5M
- InterDigital, Inc.IDCC63,993 shares · 0.2% of their software · price −$1.0M$19.3M+$1.5M
- SS&CSSNC266,348 shares · 0.2% of their software · price −$5.3M$18.0MFlat
- Intapp, Inc.INTA682,467 shares · 0.2% of their software · price −$13.7M$17.5M+$31.2M
- Donnelley Financial Solutions, Inc.DFIN314,530 shares · 0.1% of their software$14.8M+$970K
- BILLBILL339,259 shares · 0.1% of their software · price −$5.5M$13.0M+$2.2M
- HubSpotHUBS52,844 shares · 0.1% of their software · price −$8.3M$12.9M+$20.2M
- PaylocityPCTY116,962 shares · 0.1% of their software · price −$5.2M$12.6M+$6.0M
- GuidewireGWRE84,445 shares · 0.1% of their software · price −$4.3M$12.6M−$12.0M
- ElasticESTC239,434 shares · 0.1% of their software · price −$6.1M$12.0M+$5.7M
- WaystarWAY493,203 shares · 0.1% of their software · price −$4.3M$11.9MNew · +$16.2M
- NetApp, Inc.NTAP112,235 shares · 0.1% of their software · price −$528K$11.5MNew · +$12.0M
- AppFolioAPPF62,318 shares · 0.1% of their software · price −$4.7M$9.8MFlat
- Check PointCHKP62,958 shares · 0.1% of their software · price −$2.7M$9.0MFlat
- MorningstarMORN48,981 shares · 0.1% of their software · price −$2.4M$8.3M+$9.0M
- AtlassianTEAM108,274 shares · 0.1% of their software · price −$10.2M$7.4MNew · +$17.6M
- nCinoNCNO477,546 shares · 0.1% of their software · price −$5.1M$7.2MFlat
- SAPSAP25,872 shares · 0.0% of their software · price −$1.9M$4.4M−$1.1M
- PalantirPLTR22,754 shares · 0.0% of their software · price −$716K$3.3MFlat
- Silvaco Group, Inc.SVCO306,583 shares · 0.0% of their software · price +$929K$2.2MFlat
- ServiceNowNOW17,530 shares · 0.0% of their software · price −$853K$1.8MFlat
- SnowflakeSNOW7,289 shares · 0.0% of their software$1.1MFlat
- FortinetFTNT12,913 shares · 0.0% of their software$1.1MNew · +$1.0M
- Palo Alto NetworksPANW6,350 shares · 0.0% of their software$1.0M+$1.1M
- AppLovinAPP2,544 shares · 0.0% of their software · price −$702K$1.0M−$1.2M
- Uber Technologies, Inc.UBER10,680 shares · 0.0% of their software$768KFlat
- Shift4 Payments, Inc.FOUR15,406 shares · 0.0% of their software$674K−$11.4M
- Five9FIVN37,195 shares · 0.0% of their software$564K−$17.6M
- ToastTOST13,432 shares · 0.0% of their software$356KFlat
- PagerDutyPD47,912 shares · 0.0% of their software$298K−$13.7M
- DynatraceDT6,822 shares · 0.0% of their software$252KFlat
- SailPointSAIL16,269 shares · 0.0% of their software$215KFlat
- Automatic Data Processing, Inc.ADP165 shares · 0.0% of their software$34KFlat
- SynopsysSNPS43 shares · 0.0% of their software$17KFlat
- UiPathPATH197 shares · 0.0% of their software$2KFlat