Generalist · New York, NY
Fred Alger Management
Q1 2026 · compared with Q4 2025
Filed as Fred Alger Management, LLC
- Software
- $3.0B
- Weight of 13F
- 13.1%
- Names
- 57
- Net bought
- −$348M
443 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 202645 names$3.5B+$163M
- Q1 202657 names$3.0B−$348M
- Q4 202563 names$4.4B−$218M
- Q3 202563 names$4.8B−$273M
- Q2 202562 names$4.3B−$170M
- Q1 202563 names$3.5B−$400M
- Q4 202460 names$4.5B−$86.5M
- Q3 202465 names$3.9B−$532M
- Q2 202469 names$4.3B+$12.7M
- Q1 202474 names$4.1B−$91.5M
- Q4 202367 names$3.8B−$456M
- Q3 202365 names$3.7B−$149M
- Q2 202366 names$4.0B−$343M
- Q1 202365 names$3.8B−$343M
- Q4 202269 names$3.6B−$70.8M
- Q3 202264 names$3.7B−$360M
- Q2 202262 names$4.6B−$237M
- Q1 202265 names$6.3B−$989M
- Q4 202167 names$8.4B−$904M
- Q3 202173 names$9.3B−$74.6M
- Q2 202172 names$9.0B+$2.2B
- Q1 202169 names$7.8B+$613M
- Q4 202063 names$7.5B+$4.8M
- Q3 202060 names$6.6B+$77.9M
- Q2 202053 names$5.8B−$169M
- Q1 202052 names$4.4B−$443M
- Q4 201950 names$5.2B+$56.3M
- Q3 201947 names$4.6B−$9.1M
- Q2 201947 names$4.7B−$69.5M
- Q1 201946 names$4.3B−$134M
- Q4 201844 names$3.7B+$127M
- Q3 201842 names$4.3B+$154M
- Q2 201838 names$3.5B+$4.4M
- Q1 201839 names$3.1B+$301M
- Q4 201738 names$2.5B−$199M
- Q3 201734 names$2.5B−$62.0M
- Q2 201733 names$2.4B+$145M
- Q1 201731 names$2.1B−$99.8M
- Q4 201633 names$1.9B+$89.5M
- Q3 201631 names$1.8B+$26.1M
- Q2 201630 names$1.6B—
What moved the book
The five software lines with the largest share change this quarter.
Software held
- MicrosoftMSFT4,986,013 shares · 62.0% of their software · price −$566M$1.8BFlat
- AppLovinAPP1,173,040 shares · 15.7% of their software · price −$324M$467M−$336M
- CloudflareNET538,062 shares · 3.7% of their software · price +$4.9M$111M+$19.6M
- ShopifySHOP930,697 shares · 3.7% of their software · price −$39.4M$110M+$55.2M
- MongoDBMDB438,613 shares · 3.6% of their software · price −$76.7M$107M−$51.6M
- PalantirPLTR651,134 shares · 3.2% of their software · price −$20.5M$95.2M+$103M
- VeevaVEEV222,421 shares · 1.3% of their software · price −$10.6M$39.1MNew · +$49.7M
- CadenceCDNS112,733 shares · 1.1% of their software · price −$3.9M$31.3M+$14.3M
- DigitalOceanDOCN344,756 shares · 1.0% of their software · price +$13.0M$29.6MNew · +$16.6M
- TwilioTWLO190,741 shares · 0.8% of their software · price −$3.1M$24.0M−$25.9M
- nCinoNCNO981,372 shares · 0.5% of their software · price −$10.5M$14.7M−$12.9M
- Agilysys, Inc.AGYS202,547 shares · 0.5% of their software · price −$9.7M$14.4M−$11.0M
- GuidewireGWRE56,874 shares · 0.3% of their software · price −$2.9M$8.5M−$23.4M
- VeriskVRSK43,168 shares · 0.3% of their software · price −$1.5M$8.2M+$1.7M
- SynopsysSNPS19,390 shares · 0.3% of their software · price −$1.4M$7.7M+$5.6M
- InterDigital, Inc.IDCC21,584 shares · 0.2% of their software$6.5MFlat
- OktaOKTA80,877 shares · 0.2% of their software · price −$628K$6.4M+$5.6M
- Chime Financial, Inc.CHYM244,497 shares · 0.2% of their software · price −$1.6M$4.6M−$1.3M
- AdobeADBE15,564 shares · 0.1% of their software · price −$1.7M$3.8M+$4.9M
- OracleORCL23,690 shares · 0.1% of their software · price −$1.1M$3.5MFlat
- Q2QTWO73,588 shares · 0.1% of their software · price −$1.8M$3.5M−$1.2M
- SPS CommerceSPSC55,834 shares · 0.1% of their software · price −$1.9M$3.1M−$3.9M
- CrowdStrikeCRWD7,456 shares · 0.1% of their software · price −$584K$2.9M−$1.4M
- DescartesDSGX34,289 shares · 0.1% of their software · price −$552K$2.5M+$1.3M
- BlackLineBL62,835 shares · 0.1% of their software · price −$1.1M$2.3MFlat
- WixWIX25,417 shares · 0.1% of their software$2.3MFlat
- Manhattan AssociatesMANH17,042 shares · 0.1% of their software · price −$685K$2.3MFlat
- Palo Alto NetworksPANW13,723 shares · 0.1% of their software$2.2M+$2.2M
- F5, Inc.FFIV6,325 shares · 0.1% of their software$1.8M+$1.3M
- IntuitINTU3,530 shares · 0.1% of their software · price −$812K$1.5MNew · +$2.3M
- Block, Inc.XYZ20,328 shares · 0.0% of their software$1.2MNew · +$1.3M
- VertexVERX99,097 shares · 0.0% of their software · price −$801K$1.2M−$6.8M
- DatadogDDOG9,682 shares · 0.0% of their software$1.1MNew · +$1.3M
- SchrödingerSDGR96,279 shares · 0.0% of their software · price −$628K$1.1M−$3.1M
- ServiceNowNOW9,697 shares · 0.0% of their software$1.0MFlat
- Core Scientific, Inc.CORZ56,794 shares · 0.0% of their software$850KFlat
- Rubrik, Inc.RBRK16,968 shares · 0.0% of their software$831K−$21.0M
- SalesforceCRM3,149 shares · 0.0% of their software$588KFlat
- AutodeskADSK2,113 shares · 0.0% of their software$506KFlat
- TrimbleTRMB5,017 shares · 0.0% of their software$327KFlat
- UnityU11,063 shares · 0.0% of their software$243K−$58.3M
- ZoomZM2,859 shares · 0.0% of their software$230KFlat
- DocuSignDOCU4,825 shares · 0.0% of their software$229KFlat
- CCC Intelligent Solutions Holdings Inc.CCC37,352 shares · 0.0% of their software$224KFlat
- UiPathPATH20,150 shares · 0.0% of their software$224KFlat
- DynatraceDT5,984 shares · 0.0% of their software$221KNew · Flat
- ElasticESTC4,300 shares · 0.0% of their software$215KFlat
- HubSpotHUBS879 shares · 0.0% of their software$215K−$800K
- ZoomInfoZI35,748 shares · 0.0% of their software$214K—
- RingCentralRNG5,694 shares · 0.0% of their software$212KNew · Flat
- PAR Technology CorporationPAR15,846 shares · 0.0% of their software$211KFlat
- Calix, Inc.CALX4,275 shares · 0.0% of their software$209KNew · Flat
- GoDaddyGDDY2,515 shares · 0.0% of their software$208KFlat
- DoubleVerifyDV21,566 shares · 0.0% of their software$205KFlat
- WorkdayWDAY1,559 shares · 0.0% of their software$203KFlat
- PaycomPAYC1,663 shares · 0.0% of their software$202KNew · Flat
- PegasystemsPEGA4,740 shares · 0.0% of their software$202KNew · Flat