Generalist · Cincinnati, OH
Fifth Third Bancorp
Q4 2024 · compared with Q3 2024
- Software
- $2.3B
- Weight of 13F
- 8.3%
- Names
- 133
- Net bought
- +$11.5M
Filed 21 January 2025 · SEC filing.
2,491 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 2026196 names$3.5B−$148M
- Q1 2026196 names$3.2B+$1.7B
- Q4 2025141 names$2.4B+$332M
- Q3 2025144 names$2.7B−$2.9M
- Q2 2025138 names$2.6B+$9.0M
- Q1 2025139 names$2.0B+$2.0M
- Q4 2024133 names$2.3B+$11.5M
- Q3 2024136 names$2.3B+$22.4M
- Q2 2024130 names$2.2B+$30.7M
- Q1 2024127 names$2.1B+$50.1M
- Q4 2023128 names$1.9B−$4.8M
- Q3 2023128 names$1.6B−$6.9M
- Q2 2023127 names$1.7B+$18.5M
- Q1 2023123 names$1.4B−$8.8M
- Q4 2022120 names$1.2B−$7.4M
- Q3 2022116 names$1.2B+$186M
- Q2 2022112 names$1.3B−$11.5M
- Q1 2022116 names$1.5B−$7.6M
- Q4 2021118 names$1.7B+$28.3M
- Q3 2021113 names$1.5B+$7.7M
- Q2 2021101 names$1.4B−$22.0M
- Q1 202196 names$1.3B+$26.0M
- Q4 202093 names$1.2B+$15.7M
- Q3 202090 names$1.1B+$7.6M
- Q2 202075 names$1.0B+$42.1M
- Q1 202076 names$755M−$17.9M
- Q4 201976 names$817M+$11.5M
- Q3 201974 names$726M+$6.4M
- Q2 201977 names$712M+$55.1M
- Q1 201966 names$600M+$10.6M
- Q4 201866 names$498M−$1.5M
- Q3 201863 names$570M+$18.7M
- Q2 201869 names$478M−$4.5M
- Q1 201863 names$447MFlat
- Q4 201758 names$427M−$2.3M
- Q3 201758 names$390M+$508K
- Q2 201753 names$367M+$731K
- Q1 201746 names$349M−$8.4M
- Q4 201641 names$316MFlat
- Q3 201641 names$316M−$14.5M
- Q2 201641 names$315M—
What moved the book
The five software lines with the largest share change this quarter.
Software held
- MicrosoftMSFT2,881,830 shares · 53.2% of their software · price −$25.4M$1.2BFlat
- Palo Alto NetworksPANW1,374,653 shares · 11.0% of their software · price −$220M$250MSplit
- OracleORCL1,174,621 shares · 8.6% of their software · price −$4.4M$196MFlat
- SynopsysSNPS201,147 shares · 4.3% of their software · price −$4.2M$97.6M−$4.0M
- AdobeADBE212,316 shares · 4.1% of their software · price −$15.5M$94.4M−$1.7M
- ServiceNowNOW87,902 shares · 4.1% of their software · price +$14.6M$93.2M+$843K
- Automatic Data Processing, Inc.ADP318,057 shares · 4.1% of their software · price +$5.1M$93.1M−$1.9M
- SalesforceCRM238,731 shares · 3.5% of their software · price +$14.5M$79.8M+$2.1M
- IntuitINTU47,575 shares · 1.3% of their software$29.9M−$786K
- Fiserv, Inc.FISV104,834 shares · 0.9% of their software · price +$2.7M$21.5MFlat
- CadenceCDNS53,465 shares · 0.7% of their software · price +$1.6M$16.1M−$508K
- CrowdStrikeCRWD44,609 shares · 0.7% of their software · price +$2.8M$15.3M+$3.7M
- Uber Technologies, Inc.UBER188,403 shares · 0.5% of their software · price −$2.8M$11.4M+$6.6M
- Roper Technologies, Inc.ROP12,142 shares · 0.3% of their software$6.3MFlat
- BroadridgeBR23,027 shares · 0.2% of their software$5.2M−$1.6M
- PalantirPLTR67,114 shares · 0.2% of their software · price +$2.6M$5.1M−$1.3M
- Paychex, Inc.PAYX34,539 shares · 0.2% of their software$4.8MFlat
- SAPSAP16,180 shares · 0.2% of their software$4.0M−$633K
- The Trade DeskTTD31,534 shares · 0.2% of their software$3.7M+$1.6M
- AkamaiAKAM37,653 shares · 0.2% of their software$3.6M−$747K
- VeriskVRSK11,088 shares · 0.1% of their software$3.1MFlat
- AutodeskADSK8,180 shares · 0.1% of their software$2.4MFlat
- WorkdayWDAY9,251 shares · 0.1% of their software$2.4MFlat
- DynatraceDT39,989 shares · 0.1% of their software$2.2MFlat
- FortinetFTNT20,328 shares · 0.1% of their software$1.9MFlat
- BoxBOX58,516 shares · 0.1% of their software$1.8M−$803K
- VeevaVEEV8,541 shares · 0.1% of their software$1.8MFlat
- DatadogDDOG11,255 shares · 0.1% of their software$1.6M+$1.0M
- WEX Inc.WEX8,783 shares · 0.1% of their software$1.5M+$1.7M
- NetApp, Inc.NTAP9,252 shares · 0.0% of their software$1.1MFlat
- PaylocityPCTY4,632 shares · 0.0% of their software$924KFlat
- Corpay, Inc.CPAY2,648 shares · 0.0% of their software$896KFlat
- HubSpotHUBS1,185 shares · 0.0% of their software$826KFlat
- Fair IsaacFICO391 shares · 0.0% of their software$778KFlat
- ShopifySHOP6,810 shares · 0.0% of their software$724KFlat
- DescartesDSGX6,195 shares · 0.0% of their software$704KFlat
- FactSetFDS1,447 shares · 0.0% of their software$695KFlat
- VeriSign, Inc.VRSN3,243 shares · 0.0% of their software$671KFlat
- Tyler TechnologiesTYL1,156 shares · 0.0% of their software$667KFlat
- Agilysys, Inc.AGYS4,890 shares · 0.0% of their software$644KFlat
- Clearwater AnalyticsCWAN23,383 shares · 0.0% of their software$644K—
- Amdocs LimitedDOX7,312 shares · 0.0% of their software$623KFlat
- F5, Inc.FFIV2,465 shares · 0.0% of their software$620KFlat
- CoStarCSGP7,638 shares · 0.0% of their software$547KFlat
- TrimbleTRMB7,728 shares · 0.0% of their software$546KFlat
- PTCPTC2,861 shares · 0.0% of their software$526KFlat
- PaycomPAYC2,401 shares · 0.0% of their software$492KFlat
- Shift4 Payments, Inc.FOUR4,465 shares · 0.0% of their software$463KFlat
- ProcorePCOR5,648 shares · 0.0% of their software$423KFlat
- CCC Intelligent Solutions Holdings Inc.CCC30,721 shares · 0.0% of their software$360KFlat
- SPS CommerceSPSC1,508 shares · 0.0% of their software$277KFlat
- Gen DigitalGEN10,089 shares · 0.0% of their software$276KFlat
- SentinelOneS10,872 shares · 0.0% of their software$241KFlat
- GoDaddyGDDY993 shares · 0.0% of their software$196KFlat
- InterDigital, Inc.IDCC983 shares · 0.0% of their software$190KFlat
- Euronet Worldwide, Inc.EEFT1,806 shares · 0.0% of their software$186KFlat
- WorkivaWK1,689 shares · 0.0% of their software$185KFlat
- ZscalerZS1,000 shares · 0.0% of their software$180KFlat
- DoximityDOCS3,296 shares · 0.0% of their software$176KFlat
- Strategy IncMSTR600 shares · 0.0% of their software$174KFlat
- NICENICE1,015 shares · 0.0% of their software$172KFlat
- BlackLineBL2,691 shares · 0.0% of their software$164KFlat
- Manhattan AssociatesMANH603 shares · 0.0% of their software$163KFlat
- AtlassianTEAM639 shares · 0.0% of their software$156KFlat
- MorningstarMORN417 shares · 0.0% of their software$140KFlat
- TwilioTWLO1,105 shares · 0.0% of their software$119KFlat
- MongoDBMDB491 shares · 0.0% of their software$114KFlat
- NCR Atleos CorporationNATL3,031 shares · 0.0% of their software$103KFlat
- Check PointCHKP541 shares · 0.0% of their software$101KFlat
- DocuSignDOCU1,102 shares · 0.0% of their software$99KFlat
- Alarm.com Holdings, Inc.ALRM1,530 shares · 0.0% of their software$93KFlat
- DuolingoDUOL260 shares · 0.0% of their software$84KFlat
- GuidewireGWRE489 shares · 0.0% of their software$82KFlat
- DoubleVerifyDV4,249 shares · 0.0% of their software$82KFlat
- Q2QTWO723 shares · 0.0% of their software$73KFlat
- AlkamiALKT1,915 shares · 0.0% of their software$70KFlat
- ACI WorldwideACIW1,186 shares · 0.0% of their software$62KFlat
- VertexVERX1,107 shares · 0.0% of their software$59KFlat
- QualysQLYS391 shares · 0.0% of their software$55KFlat
- DropboxDBX1,798 shares · 0.0% of their software$54KFlat
- Ribbon Communications Inc.RBBN12,887 shares · 0.0% of their software$54KFlat
- CommvaultCVLT347 shares · 0.0% of their software$52KFlat
- OktaOKTA643 shares · 0.0% of their software$51KFlat
- Payoneer Global Inc.PAYO4,488 shares · 0.0% of their software$45KFlat
- TeradataTDC1,372 shares · 0.0% of their software$43KFlat
- EVERTEC, Inc.EVTC1,174 shares · 0.0% of their software$41KFlat
- ZoomInfoZI3,836 shares · 0.0% of their software$40K—
- nCinoNCNO1,002 shares · 0.0% of their software$34KNew · Flat
- AppLovinAPP98 shares · 0.0% of their software$32KFlat
- PhreesiaPHR1,232 shares · 0.0% of their software$31KFlat
- Simulations PlusSLP1,110 shares · 0.0% of their software$31KFlat
- Block, Inc.XYZ363 shares · 0.0% of their software$31KFlat
- CertaraCERT2,724 shares · 0.0% of their software$29KFlat
- AppFolioAPPF117 shares · 0.0% of their software$29KFlat
- BILLBILL320 shares · 0.0% of their software$27KNew · Flat
- Global-EGLBE482 shares · 0.0% of their software$26KFlat
- CloudflareNET234 shares · 0.0% of their software$25KFlat
- BlackbaudBLKB336 shares · 0.0% of their software$25KFlat
- LiveRamp Holdings, Inc.RAMP804 shares · 0.0% of their software$24KFlat
- SamsaraIOT518 shares · 0.0% of their software$23KFlat
- Bentley SystemsBSY408 shares · 0.0% of their software$19KFlat
- SnowflakeSNOW107 shares · 0.0% of their software$17KFlat
- NutanixNTNX254 shares · 0.0% of their software$16KFlat
- SprinklrCXM1,787 shares · 0.0% of their software$15KFlat
- monday.comMNDY62 shares · 0.0% of their software$15KFlat
- ProgressPRGS185 shares · 0.0% of their software$12KFlat
- SS&CSSNC153 shares · 0.0% of their software$12KFlat
- Calix, Inc.CALX288 shares · 0.0% of their software$10KFlat
- Clear Secure, Inc.YOU352 shares · 0.0% of their software$9KFlat
- ToastTOST243 shares · 0.0% of their software$9KFlat
- A10 Networks, Inc.ATEN393 shares · 0.0% of their software$7KFlat
- N-ableNABL741 shares · 0.0% of their software$7KFlat
- ePlus inc.PLUS92 shares · 0.0% of their software$7KFlat
- Donnelley Financial Solutions, Inc.DFIN102 shares · 0.0% of their software$6KFlat
- DigitalOceanDOCN179 shares · 0.0% of their software$6KFlat
- SchrödingerSDGR315 shares · 0.0% of their software$6KFlat
- Grab Holdings LimitedGRAB1,245 shares · 0.0% of their software$6KFlat
- Adeia Inc.ADEA417 shares · 0.0% of their software$6KFlat
- NetScout Systems, Inc.NTCT265 shares · 0.0% of their software$6KFlat
- Sabre CorporationSABR1,565 shares · 0.0% of their software$6KFlat
- Sprout SocialSPT172 shares · 0.0% of their software$5KFlat
- OpenTextOTEX184 shares · 0.0% of their software$5KFlat
- PDF Solutions, Inc.PDFS191 shares · 0.0% of their software$5KFlat
- FlywireFLYW200 shares · 0.0% of their software$4KFlat
- Thryv Holdings, Inc.THRY221 shares · 0.0% of their software$3KFlat
- AvePointAVPT110 shares · 0.0% of their software$2KFlat
- C3.aiAI39 shares · 0.0% of their software$1KFlat
- WixWIX6 shares · 0.0% of their software$1KFlat
- UnityU57 shares · 0.0% of their software$1KFlat
- VaronisVRNS17 shares · 0.0% of their software$755Flat
- Upbound Group, Inc.UPBD23 shares · 0.0% of their software$671New · Flat
- UiPathPATH35 shares · 0.0% of their software$445New · Flat
- Cerence Inc.CRNC35 shares · 0.0% of their software$275Flat