Generalist · Cincinnati, OH
Fifth Third Bancorp
Q1 2025 · compared with Q4 2024
- Software
- $2.0B
- Weight of 13F
- 7.8%
- Names
- 139
- Net bought
- +$2.0M
Filed 15 April 2025 · SEC filing.
2,504 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
- MicrosoftMSFT2,902,994 shares · 53.3% of their software · price −$134M$1.1BFlat
- Palo Alto NetworksPANW1,370,400 shares · 11.4% of their software · price −$15.5M$234MFlat
- OracleORCL1,202,286 shares · 8.2% of their software · price −$32.3M$168M+$4.6M
- Automatic Data Processing, Inc.ADP313,280 shares · 4.7% of their software · price +$4.0M$95.7M−$1.4M
- SynopsysSNPS194,763 shares · 4.1% of their software · price −$11.0M$83.5M−$3.1M
- ServiceNowNOW95,436 shares · 3.7% of their software · price −$25.2M$76.0M+$8.0M
- SalesforceCRM262,168 shares · 3.4% of their software · price −$17.3M$70.4M+$7.8M
- AdobeADBE115,061 shares · 2.2% of their software · price −$7.0M$44.1M−$43.2M
- IntuitINTU48,168 shares · 1.4% of their software · price −$699K$29.6MFlat
- CrowdStrikeCRWD68,241 shares · 1.2% of their software · price +$711K$24.1M+$8.1M
- Fiserv, Inc.FISV104,449 shares · 1.1% of their software · price +$1.6M$23.1MFlat
- Uber Technologies, Inc.UBER229,900 shares · 0.8% of their software · price +$2.9M$16.8M+$2.5M
- CadenceCDNS52,013 shares · 0.6% of their software · price −$2.4M$13.2MFlat
- Roper Technologies, Inc.ROP12,487 shares · 0.4% of their software · price +$871K$7.4MFlat
- PalantirPLTR80,096 shares · 0.3% of their software · price +$702K$6.8M+$982K
- BroadridgeBR23,185 shares · 0.3% of their software$5.6MFlat
- Paychex, Inc.PAYX35,854 shares · 0.3% of their software · price +$504K$5.5MFlat
- SAPSAP16,419 shares · 0.2% of their software$4.4MFlat
- VeriskVRSK10,150 shares · 0.1% of their software$3.0MFlat
- The Trade DeskTTD53,200 shares · 0.1% of their software · price −$3.3M$2.9M+$2.5M
- ShopifySHOP29,736 shares · 0.1% of their software$2.8M+$2.4M
- AkamaiAKAM34,905 shares · 0.1% of their software · price −$529K$2.8MFlat
- WorkdayWDAY11,517 shares · 0.1% of their software$2.7M+$585K
- AutodeskADSK8,414 shares · 0.1% of their software$2.2MFlat
- FortinetFTNT22,847 shares · 0.1% of their software$2.2MFlat
- VeevaVEEV8,970 shares · 0.1% of their software$2.1MFlat
- Strategy IncMSTR6,736 shares · 0.1% of their software$1.9M+$1.8M
- DynatraceDT36,213 shares · 0.1% of their software$1.7MFlat
- BoxBOX49,049 shares · 0.1% of their software$1.5MFlat
- DatadogDDOG13,622 shares · 0.1% of their software · price −$595K$1.4MFlat
- WEX Inc.WEX7,468 shares · 0.1% of their software$1.2MFlat
- PaylocityPCTY5,211 shares · 0.0% of their software$976KFlat
- NetApp, Inc.NTAP10,910 shares · 0.0% of their software$958KFlat
- Corpay, Inc.CPAY2,691 shares · 0.0% of their software$938KFlat
- VeriSign, Inc.VRSN3,470 shares · 0.0% of their software$881KFlat
- Tyler TechnologiesTYL1,468 shares · 0.0% of their software$853KFlat
- CoStarCSGP10,068 shares · 0.0% of their software$798KFlat
- Fair IsaacFICO392 shares · 0.0% of their software$723KFlat
- F5, Inc.FFIV2,649 shares · 0.0% of their software$705KFlat
- Amdocs LimitedDOX7,537 shares · 0.0% of their software$690KFlat
- HubSpotHUBS1,190 shares · 0.0% of their software$680KFlat
- FactSetFDS1,470 shares · 0.0% of their software$668KFlat
- DescartesDSGX6,260 shares · 0.0% of their software$631KFlat
- TrimbleTRMB8,218 shares · 0.0% of their software$540KFlat
- PaycomPAYC2,443 shares · 0.0% of their software$534KFlat
- PTCPTC3,334 shares · 0.0% of their software$517KFlat
- Clearwater AnalyticsCWAN17,992 shares · 0.0% of their software$482K—
- Agilysys, Inc.AGYS6,008 shares · 0.0% of their software$436KFlat
- ProcorePCOR5,977 shares · 0.0% of their software$395KFlat
- Shift4 Payments, Inc.FOUR4,646 shares · 0.0% of their software$380KFlat
- CCC Intelligent Solutions Holdings Inc.CCC41,678 shares · 0.0% of their software$376KFlat
- Sportradar Group AGSRAD16,672 shares · 0.0% of their software$360KNew · Flat
- GoDaddyGDDY1,894 shares · 0.0% of their software$341KFlat
- Gen DigitalGEN12,453 shares · 0.0% of their software$331KFlat
- Check PointCHKP1,064 shares · 0.0% of their software$243KFlat
- DoximityDOCS3,833 shares · 0.0% of their software$222KFlat
- Euronet Worldwide, Inc.EEFT1,929 shares · 0.0% of their software$206KFlat
- InterDigital, Inc.IDCC989 shares · 0.0% of their software$204KFlat
- SPS CommerceSPSC1,523 shares · 0.0% of their software$202KFlat
- ZscalerZS1,000 shares · 0.0% of their software$198KFlat
- SentinelOneS10,872 shares · 0.0% of their software$198KFlat
- Block, Inc.XYZ2,981 shares · 0.0% of their software$162KFlat
- AtlassianTEAM647 shares · 0.0% of their software$137KFlat
- BlackLineBL2,776 shares · 0.0% of their software$134KFlat
- WorkivaWK1,688 shares · 0.0% of their software$128KFlat
- MorningstarMORN399 shares · 0.0% of their software$120KFlat
- Manhattan AssociatesMANH691 shares · 0.0% of their software$120KFlat
- DocuSignDOCU1,391 shares · 0.0% of their software$113KFlat
- GuidewireGWRE569 shares · 0.0% of their software$107KFlat
- TwilioTWLO1,023 shares · 0.0% of their software$100KFlat
- MongoDBMDB569 shares · 0.0% of their software$100KFlat
- DuolingoDUOL313 shares · 0.0% of their software$97KFlat
- Alarm.com Holdings, Inc.ALRM1,626 shares · 0.0% of their software$90KFlat
- OktaOKTA730 shares · 0.0% of their software$77KFlat
- CommvaultCVLT465 shares · 0.0% of their software$73KFlat
- ACI WorldwideACIW1,335 shares · 0.0% of their software$73KFlat
- AppLovinAPP269 shares · 0.0% of their software$71KFlat
- NCR Atleos CorporationNATL2,413 shares · 0.0% of their software$64KFlat
- QualysQLYS500 shares · 0.0% of their software$63KFlat
- EVERTEC, Inc.EVTC1,699 shares · 0.0% of their software$62KFlat
- DropboxDBX2,288 shares · 0.0% of their software$61KFlat
- DoubleVerifyDV4,500 shares · 0.0% of their software$60KFlat
- Q2QTWO716 shares · 0.0% of their software$57KFlat
- AlkamiALKT1,915 shares · 0.0% of their software$50KFlat
- CloudflareNET441 shares · 0.0% of their software$50KFlat
- ZoomInfoZI4,071 shares · 0.0% of their software$41K—
- AppFolioAPPF179 shares · 0.0% of their software$39KFlat
- VertexVERX1,120 shares · 0.0% of their software$39KFlat
- Simulations PlusSLP1,485 shares · 0.0% of their software$36KFlat
- NutanixNTNX504 shares · 0.0% of their software$35KFlat
- BILLBILL749 shares · 0.0% of their software$34KFlat
- Bentley SystemsBSY843 shares · 0.0% of their software$33KFlat
- PhreesiaPHR1,232 shares · 0.0% of their software$31KFlat
- CertaraCERT2,975 shares · 0.0% of their software$29KFlat
- BlackbaudBLKB467 shares · 0.0% of their software$29KFlat
- Clear Secure, Inc.YOU1,116 shares · 0.0% of their software$29KFlat
- Payoneer Global Inc.PAYO3,767 shares · 0.0% of their software$28KFlat
- nCinoNCNO999 shares · 0.0% of their software$27KFlat
- SamsaraIOT708 shares · 0.0% of their software$27KFlat
- Ribbon Communications Inc.RBBN6,477 shares · 0.0% of their software$25KFlat
- LiveRamp Holdings, Inc.RAMP910 shares · 0.0% of their software$24KFlat
- SprinklrCXM2,286 shares · 0.0% of their software$19KFlat
- Blend Labs, Inc.BLND5,127 shares · 0.0% of their software$17KNew · Flat
- SnowflakeSNOW109 shares · 0.0% of their software$16KFlat
- SS&CSSNC176 shares · 0.0% of their software$15KFlat
- DigitalOceanDOCN440 shares · 0.0% of their software$15KFlat
- N-ableNABL2,072 shares · 0.0% of their software$15KFlat
- TeradataTDC624 shares · 0.0% of their software$14KFlat
- monday.comMNDY55 shares · 0.0% of their software$13KFlat
- Global-EGLBE373 shares · 0.0% of their software$13KFlat
- ProgressPRGS256 shares · 0.0% of their software$13KFlat
- Donnelley Financial Solutions, Inc.DFIN301 shares · 0.0% of their software$13KFlat
- Calix, Inc.CALX284 shares · 0.0% of their software$10KFlat
- ePlus inc.PLUS164 shares · 0.0% of their software$10KFlat
- Adeia Inc.ADEA715 shares · 0.0% of their software$9KFlat
- NetScout Systems, Inc.NTCT439 shares · 0.0% of their software$9KFlat
- SchrödingerSDGR453 shares · 0.0% of their software$9KFlat
- A10 Networks, Inc.ATEN528 shares · 0.0% of their software$9KFlat
- Sabre CorporationSABR2,736 shares · 0.0% of their software$8KFlat
- ToastTOST213 shares · 0.0% of their software$7KFlat
- PDF Solutions, Inc.PDFS360 shares · 0.0% of their software$7KFlat
- Thryv Holdings, Inc.THRY491 shares · 0.0% of their software$6KFlat
- Grab Holdings LimitedGRAB1,245 shares · 0.0% of their software$6KFlat
- SoundHound AI, Inc.SOUN625 shares · 0.0% of their software$5KNew · Flat
- Sprout SocialSPT172 shares · 0.0% of their software$4KFlat
- Core Scientific, Inc.CORZ500 shares · 0.0% of their software$4KNew · Flat
- Arqit Quantum Inc.ARQQ225 shares · 0.0% of their software$3KNew · Flat
- Upbound Group, Inc.UPBD91 shares · 0.0% of their software$2KFlat
- ZoomZM28 shares · 0.0% of their software$2KNew · Flat
- C3.aiAI80 shares · 0.0% of their software$2KFlat
- NICENICE8 shares · 0.0% of their software$1KFlat
- WixWIX6 shares · 0.0% of their software$980Flat
- i3 Verticals, Inc.IIIV35 shares · 0.0% of their software$863New · Flat
- UiPathPATH81 shares · 0.0% of their software$834Flat
- AvePointAVPT57 shares · 0.0% of their software$823Flat
- Five9FIVN15 shares · 0.0% of their software$407New · Flat
- VaronisVRNS9 shares · 0.0% of their software$364Flat
- UnityU17 shares · 0.0% of their software$333Flat
- Cerence Inc.CRNC35 shares · 0.0% of their software$277Flat