Generalist · Cincinnati, OH
Fifth Third Bancorp
Q2 2025 · compared with Q1 2025
- Software
- $2.6B
- Weight of 13F
- 9.1%
- Names
- 138
- Net bought
- +$9.0M
Filed 15 July 2025 · SEC filing.
2,542 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
- MicrosoftMSFT2,918,425 shares · 55.2% of their software · price +$356M$1.5BFlat
- Palo Alto NetworksPANW1,378,156 shares · 10.7% of their software · price +$46.9M$282MFlat
- OracleORCL1,218,157 shares · 10.1% of their software · price +$96.0M$266M+$2.2M
- ServiceNowNOW95,870 shares · 3.7% of their software · price +$22.2M$98.6MFlat
- SynopsysSNPS189,235 shares · 3.7% of their software · price +$15.9M$97.0M−$2.4M
- Automatic Data Processing, Inc.ADP307,748 shares · 3.6% of their software · price +$883K$94.9M−$1.7M
- SalesforceCRM250,348 shares · 2.6% of their software · price +$1.1M$68.3M−$3.2M
- CrowdStrikeCRWD88,113 shares · 1.7% of their software · price +$13.8M$44.9M+$7.0M
- AdobeADBE99,773 shares · 1.5% of their software$38.6M−$5.9M
- IntuitINTU48,031 shares · 1.4% of their software · price +$8.3M$37.8MFlat
- Uber Technologies, Inc.UBER275,264 shares · 1.0% of their software · price +$5.6M$25.7M+$3.3M
- PalantirPLTR128,098 shares · 0.7% of their software · price +$6.7M$17.5M+$4.1M
- Fiserv, Inc.FISV100,479 shares · 0.7% of their software · price −$4.9M$17.3M−$877K
- CadenceCDNS54,355 shares · 0.6% of their software · price +$2.9M$16.7M+$596K
- Roper Technologies, Inc.ROP12,326 shares · 0.3% of their software$7.0MFlat
- BroadridgeBR22,859 shares · 0.2% of their software$5.6MFlat
- Paychex, Inc.PAYX35,215 shares · 0.2% of their software$5.1MFlat
- SAPSAP16,076 shares · 0.2% of their software · price +$573K$4.9MFlat
- ShopifySHOP38,718 shares · 0.2% of their software · price +$769K$4.5M+$858K
- AutodeskADSK9,222 shares · 0.1% of their software$2.9MFlat
- VeriskVRSK9,131 shares · 0.1% of their software$2.8MFlat
- AkamaiAKAM34,348 shares · 0.1% of their software$2.7MFlat
- Strategy IncMSTR6,521 shares · 0.1% of their software · price +$756K$2.6MFlat
- VeevaVEEV8,892 shares · 0.1% of their software · price +$501K$2.6MFlat
- FortinetFTNT23,492 shares · 0.1% of their software$2.5MFlat
- The Trade DeskTTD34,076 shares · 0.1% of their software · price +$588K$2.5M−$1.0M
- WorkdayWDAY9,571 shares · 0.1% of their software$2.3MFlat
- DatadogDDOG14,962 shares · 0.1% of their software · price +$525K$2.0MFlat
- BoxBOX47,344 shares · 0.1% of their software$1.6MFlat
- DynatraceDT28,112 shares · 0.1% of their software$1.6MFlat
- NetApp, Inc.NTAP13,347 shares · 0.1% of their software$1.4MFlat
- VeriSign, Inc.VRSN4,003 shares · 0.0% of their software$1.2MFlat
- WEX Inc.WEX7,209 shares · 0.0% of their software$1.1MFlat
- CoStarCSGP12,029 shares · 0.0% of their software$967KFlat
- TrimbleTRMB12,420 shares · 0.0% of their software$944KFlat
- Corpay, Inc.CPAY2,794 shares · 0.0% of their software$927KFlat
- PaylocityPCTY4,770 shares · 0.0% of their software$864KFlat
- Tyler TechnologiesTYL1,317 shares · 0.0% of their software$781KFlat
- Fair IsaacFICO413 shares · 0.0% of their software$755KFlat
- PTCPTC4,212 shares · 0.0% of their software$726KFlat
- Amdocs LimitedDOX7,506 shares · 0.0% of their software$685KFlat
- Agilysys, Inc.AGYS5,836 shares · 0.0% of their software$669KFlat
- F5, Inc.FFIV2,240 shares · 0.0% of their software$659KFlat
- FactSetFDS1,455 shares · 0.0% of their software$651KFlat
- PaycomPAYC2,539 shares · 0.0% of their software$588KFlat
- HubSpotHUBS1,050 shares · 0.0% of their software$584KFlat
- DescartesDSGX5,532 shares · 0.0% of their software$562KFlat
- Sportradar Group AGSRAD15,871 shares · 0.0% of their software$446KFlat
- Shift4 Payments, Inc.FOUR4,470 shares · 0.0% of their software$443KFlat
- GoDaddyGDDY2,319 shares · 0.0% of their software$418KFlat
- ProcorePCOR5,643 shares · 0.0% of their software$386KFlat
- Clearwater AnalyticsCWAN16,294 shares · 0.0% of their software$357K—
- Gen DigitalGEN10,924 shares · 0.0% of their software$321KFlat
- ZscalerZS1,004 shares · 0.0% of their software$315KFlat
- CCC Intelligent Solutions Holdings Inc.CCC31,199 shares · 0.0% of their software$294KFlat
- SentinelOneS10,872 shares · 0.0% of their software$199KFlat
- Euronet Worldwide, Inc.EEFT1,913 shares · 0.0% of their software$194KFlat
- InterDigital, Inc.IDCC760 shares · 0.0% of their software$170KFlat
- DoximityDOCS2,776 shares · 0.0% of their software$170KFlat
- OktaOKTA1,684 shares · 0.0% of their software$168KFlat
- SPS CommerceSPSC1,237 shares · 0.0% of their software$168KFlat
- Manhattan AssociatesMANH689 shares · 0.0% of their software$136KFlat
- TwilioTWLO1,092 shares · 0.0% of their software$136KFlat
- GuidewireGWRE574 shares · 0.0% of their software$135KFlat
- DuolingoDUOL300 shares · 0.0% of their software$123KFlat
- MongoDBMDB569 shares · 0.0% of their software$119KFlat
- Check PointCHKP489 shares · 0.0% of their software$108KFlat
- CloudflareNET547 shares · 0.0% of their software$107KFlat
- MorningstarMORN341 shares · 0.0% of their software$107KFlat
- AtlassianTEAM525 shares · 0.0% of their software$107KFlat
- BlackLineBL1,878 shares · 0.0% of their software$106KFlat
- AppLovinAPP292 shares · 0.0% of their software$102KFlat
- DocuSignDOCU1,234 shares · 0.0% of their software$96KFlat
- CommvaultCVLT485 shares · 0.0% of their software$85KFlat
- SnowflakeSNOW354 shares · 0.0% of their software$79KFlat
- WorkivaWK1,135 shares · 0.0% of their software$78KFlat
- DropboxDBX2,232 shares · 0.0% of their software$64KFlat
- DoubleVerifyDV4,256 shares · 0.0% of their software$64KFlat
- Q2QTWO679 shares · 0.0% of their software$64KFlat
- QualysQLYS442 shares · 0.0% of their software$63KFlat
- ACI WorldwideACIW1,236 shares · 0.0% of their software$57KFlat
- Alarm.com Holdings, Inc.ALRM976 shares · 0.0% of their software$55KFlat
- NCR Atleos CorporationNATL1,892 shares · 0.0% of their software$54KFlat
- EVERTEC, Inc.EVTC1,478 shares · 0.0% of their software$53KFlat
- VertexVERX1,467 shares · 0.0% of their software$52KFlat
- Clear Secure, Inc.YOU1,806 shares · 0.0% of their software$50KFlat
- BILLBILL945 shares · 0.0% of their software$44KFlat
- Bentley SystemsBSY751 shares · 0.0% of their software$41KFlat
- AppFolioAPPF161 shares · 0.0% of their software$37KFlat
- SamsaraIOT905 shares · 0.0% of their software$36KFlat
- AlkamiALKT1,087 shares · 0.0% of their software$33KFlat
- Payoneer Global Inc.PAYO4,676 shares · 0.0% of their software$32KFlat
- nCinoNCNO933 shares · 0.0% of their software$26KFlat
- Ribbon Communications Inc.RBBN6,477 shares · 0.0% of their software$26KFlat
- LiveRamp Holdings, Inc.RAMP764 shares · 0.0% of their software$25KFlat
- Red Violet, Inc.RDVT500 shares · 0.0% of their software$25KNew · Flat
- ZoomInfoZI2,290 shares · 0.0% of their software$23K—
- TeradataTDC1,009 shares · 0.0% of their software$23KFlat
- BlackbaudBLKB339 shares · 0.0% of their software$22KFlat
- Simulations PlusSLP1,240 shares · 0.0% of their software$22KFlat
- Calix, Inc.CALX376 shares · 0.0% of their software$20KFlat
- PhreesiaPHR680 shares · 0.0% of their software$19KFlat
- ProgressPRGS280 shares · 0.0% of their software$18KFlat
- PegasystemsPEGA328 shares · 0.0% of their software$18KNew · Flat
- monday.comMNDY51 shares · 0.0% of their software$16KFlat
- N-ableNABL1,753 shares · 0.0% of their software$14KFlat
- Block, Inc.XYZ200 shares · 0.0% of their software$14KFlat
- SprinklrCXM1,518 shares · 0.0% of their software$13KFlat
- SS&CSSNC152 shares · 0.0% of their software$13KFlat
- DigitalOceanDOCN424 shares · 0.0% of their software$12KFlat
- A10 Networks, Inc.ATEN563 shares · 0.0% of their software$11KFlat
- ToastTOST228 shares · 0.0% of their software$10KFlat
- Donnelley Financial Solutions, Inc.DFIN144 shares · 0.0% of their software$9KFlat
- ePlus inc.PLUS122 shares · 0.0% of their software$9KFlat
- Core Scientific, Inc.CORZ500 shares · 0.0% of their software$9KFlat
- SchrödingerSDGR416 shares · 0.0% of their software$8KFlat
- Arqit Quantum Inc.ARQQ225 shares · 0.0% of their software$8KFlat
- Grab Holdings LimitedGRAB1,401 shares · 0.0% of their software$7KFlat
- SoundHound AI, Inc.SOUN625 shares · 0.0% of their software$7KFlat
- CertaraCERT572 shares · 0.0% of their software$7KFlat
- NetScout Systems, Inc.NTCT259 shares · 0.0% of their software$6KFlat
- Thryv Holdings, Inc.THRY446 shares · 0.0% of their software$5KFlat
- Adeia Inc.ADEA345 shares · 0.0% of their software$5KFlat
- Upbound Group, Inc.UPBD191 shares · 0.0% of their software$5KFlat
- PDF Solutions, Inc.PDFS222 shares · 0.0% of their software$5KFlat
- Sabre CorporationSABR1,262 shares · 0.0% of their software$4KFlat
- NICENICE22 shares · 0.0% of their software$4KFlat
- Sprout SocialSPT172 shares · 0.0% of their software$4KFlat
- NutanixNTNX43 shares · 0.0% of their software$3KFlat
- WixWIX19 shares · 0.0% of their software$3KFlat
- AvePointAVPT142 shares · 0.0% of their software$3KFlat
- C3.aiAI60 shares · 0.0% of their software$1KFlat
- Global-EGLBE40 shares · 0.0% of their software$1KFlat
- VaronisVRNS22 shares · 0.0% of their software$1KFlat
- ZoomZM14 shares · 0.0% of their software$1KFlat
- Cerence Inc.CRNC93 shares · 0.0% of their software$950Flat
- Definitive HealthcareDH145 shares · 0.0% of their software$566New · Flat
- Health CatalystHCAT92 shares · 0.0% of their software$347New · Flat