Generalist · Cincinnati, OH
Fifth Third Bancorp
Q3 2025 · compared with Q2 2025
- Software
- $2.7B
- Weight of 13F
- 8.8%
- Names
- 144
- Net bought
- −$2.9M
Filed 7 November 2025 · SEC filing.
2,596 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
- MicrosoftMSFT2,877,416 shares · 54.6% of their software · price +$59.1M$1.5B−$20.4M
- OracleORCL1,242,802 shares · 12.8% of their software · price +$77.8M$350M+$5.4M
- Palo Alto NetworksPANW1,435,149 shares · 10.7% of their software · price −$1.5M$292M+$11.7M
- ServiceNowNOW96,868 shares · 3.3% of their software · price −$10.4M$89.1M+$1.0M
- SynopsysSNPS180,095 shares · 3.3% of their software · price −$3.5M$88.9M−$4.7M
- Automatic Data Processing, Inc.ADP300,869 shares · 3.2% of their software · price −$4.5M$88.3M−$2.1M
- SalesforceCRM237,125 shares · 2.1% of their software · price −$8.5M$56.2M−$3.6M
- CrowdStrikeCRWD93,134 shares · 1.7% of their software · price −$1.8M$45.7M+$2.6M
- IntuitINTU48,121 shares · 1.2% of their software · price −$5.0M$32.9MFlat
- Uber Technologies, Inc.UBER331,679 shares · 1.2% of their software · price +$1.5M$32.5M+$5.3M
- PalantirPLTR173,745 shares · 1.2% of their software · price +$8.0M$31.7M+$6.2M
- AdobeADBE88,333 shares · 1.1% of their software · price −$3.0M$31.2M−$4.4M
- CadenceCDNS55,944 shares · 0.7% of their software · price +$2.4M$19.7MFlat
- Fiserv, Inc.FISV101,525 shares · 0.5% of their software · price −$4.4M$13.1MFlat
- Roper Technologies, Inc.ROP11,424 shares · 0.2% of their software · price −$779K$5.7M−$511K
- ShopifySHOP37,708 shares · 0.2% of their software · price +$1.3M$5.6MFlat
- BroadridgeBR22,698 shares · 0.2% of their software$5.4MFlat
- Paychex, Inc.PAYX33,731 shares · 0.2% of their software · price −$631K$4.3MFlat
- SAPSAP15,734 shares · 0.2% of their software · price −$580K$4.2MFlat
- AutodeskADSK9,611 shares · 0.1% of their software$3.1MFlat
- AkamaiAKAM32,619 shares · 0.1% of their software$2.5MFlat
- VeevaVEEV8,118 shares · 0.1% of their software$2.4MFlat
- VeriskVRSK9,540 shares · 0.1% of their software · price −$572K$2.4MFlat
- The Trade DeskTTD40,716 shares · 0.1% of their software · price −$936K$2.0MFlat
- DatadogDDOG13,784 shares · 0.1% of their software$2.0MFlat
- FortinetFTNT20,611 shares · 0.1% of their software$1.7MFlat
- NetApp, Inc.NTAP12,451 shares · 0.1% of their software$1.5MFlat
- BoxBOX44,695 shares · 0.1% of their software$1.4MFlat
- VeriSign, Inc.VRSN4,588 shares · 0.0% of their software$1.3MFlat
- SnowflakeSNOW5,229 shares · 0.0% of their software$1.2M+$1.1M
- DynatraceDT22,914 shares · 0.0% of their software$1.1MFlat
- TrimbleTRMB13,242 shares · 0.0% of their software$1.1MFlat
- AppLovinAPP1,486 shares · 0.0% of their software · price +$548K$1.1MFlat
- WEX Inc.WEX6,663 shares · 0.0% of their software$1.0MFlat
- WorkdayWDAY4,262 shares · 0.0% of their software$1.0M−$1.3M
- CoStarCSGP11,864 shares · 0.0% of their software$1.0MFlat
- NICENICE6,637 shares · 0.0% of their software$961K+$1.1M
- Strategy IncMSTR2,901 shares · 0.0% of their software$935K−$1.5M
- PTCPTC4,431 shares · 0.0% of their software$900KFlat
- F5, Inc.FFIV2,626 shares · 0.0% of their software$849KFlat
- Corpay, Inc.CPAY2,678 shares · 0.0% of their software$771KFlat
- Tyler TechnologiesTYL1,302 shares · 0.0% of their software$681KFlat
- Fair IsaacFICO447 shares · 0.0% of their software$669KFlat
- Amdocs LimitedDOX6,859 shares · 0.0% of their software$563KFlat
- Agilysys, Inc.AGYS5,073 shares · 0.0% of their software$534KFlat
- PaycomPAYC2,565 shares · 0.0% of their software$534KFlat
- FactSetFDS1,843 shares · 0.0% of their software$528KFlat
- HubSpotHUBS1,076 shares · 0.0% of their software$503KFlat
- DescartesDSGX4,864 shares · 0.0% of their software$458KFlat
- PaylocityPCTY2,805 shares · 0.0% of their software$447KFlat
- SamsaraIOT11,198 shares · 0.0% of their software$417KFlat
- Block, Inc.XYZ5,080 shares · 0.0% of their software$367KFlat
- Sportradar Group AGSRAD13,262 shares · 0.0% of their software$357KFlat
- ProcorePCOR4,821 shares · 0.0% of their software$352KFlat
- Gen DigitalGEN12,044 shares · 0.0% of their software$342KFlat
- TwilioTWLO3,190 shares · 0.0% of their software$319KFlat
- ZscalerZS1,022 shares · 0.0% of their software$306KFlat
- InterDigital, Inc.IDCC756 shares · 0.0% of their software$261KFlat
- Clearwater AnalyticsCWAN14,387 shares · 0.0% of their software$259K—
- Cellebrite DI Ltd.CLBT13,507 shares · 0.0% of their software$250KNew · Flat
- PAR Technology CorporationPAR6,000 shares · 0.0% of their software$237KNew · Flat
- OktaOKTA2,538 shares · 0.0% of their software$233KFlat
- DoximityDOCS2,825 shares · 0.0% of their software$207KFlat
- SentinelOneS10,872 shares · 0.0% of their software$191KFlat
- GoDaddyGDDY1,384 shares · 0.0% of their software$189KFlat
- SoundHound AI, Inc.SOUN11,125 shares · 0.0% of their software$179KFlat
- GuidewireGWRE766 shares · 0.0% of their software$176KFlat
- MongoDBMDB543 shares · 0.0% of their software$169KFlat
- Manhattan AssociatesMANH791 shares · 0.0% of their software$162KFlat
- SPS CommerceSPSC1,282 shares · 0.0% of their software$134KFlat
- NutanixNTNX1,642 shares · 0.0% of their software$122KFlat
- ZoomZM1,457 shares · 0.0% of their software$120KFlat
- CloudflareNET547 shares · 0.0% of their software$117KFlat
- Euronet Worldwide, Inc.EEFT1,201 shares · 0.0% of their software$105KFlat
- BlackLineBL1,897 shares · 0.0% of their software$101KFlat
- WorkivaWK1,152 shares · 0.0% of their software$99KFlat
- CCC Intelligent Solutions Holdings Inc.CCC10,851 shares · 0.0% of their software$99KFlat
- DocuSignDOCU1,361 shares · 0.0% of their software$98KFlat
- CoreWeave, Inc.CRWV700 shares · 0.0% of their software$96KNew · Flat
- DuolingoDUOL293 shares · 0.0% of their software$94KFlat
- Check PointCHKP444 shares · 0.0% of their software$92KFlat
- CommvaultCVLT486 shares · 0.0% of their software$92KFlat
- MorningstarMORN384 shares · 0.0% of their software$89KFlat
- AppFolioAPPF256 shares · 0.0% of their software$71KFlat
- DropboxDBX2,269 shares · 0.0% of their software$69KFlat
- QualysQLYS469 shares · 0.0% of their software$62KFlat
- BILLBILL1,161 shares · 0.0% of their software$61KFlat
- Clear Secure, Inc.YOU1,823 shares · 0.0% of their software$61KFlat
- Q2QTWO801 shares · 0.0% of their software$58KFlat
- Alarm.com Holdings, Inc.ALRM1,086 shares · 0.0% of their software$58KFlat
- nCinoNCNO1,915 shares · 0.0% of their software$52KFlat
- DoubleVerifyDV4,252 shares · 0.0% of their software$51KFlat
- ACI WorldwideACIW771 shares · 0.0% of their software$41KFlat
- VertexVERX1,634 shares · 0.0% of their software$41KFlat
- Bentley SystemsBSY687 shares · 0.0% of their software$35KFlat
- ZoomInfoZI2,928 shares · 0.0% of their software$32K—
- Shift4 Payments, Inc.FOUR407 shares · 0.0% of their software$32KFlat
- AtlassianTEAM173 shares · 0.0% of their software$28KFlat
- AlkamiALKT1,112 shares · 0.0% of their software$28KFlat
- LiveRamp Holdings, Inc.RAMP966 shares · 0.0% of their software$26KFlat
- Red Violet, Inc.RDVT500 shares · 0.0% of their software$26KFlat
- Calix, Inc.CALX418 shares · 0.0% of their software$26KFlat
- BlackbaudBLKB396 shares · 0.0% of their software$25KFlat
- TeradataTDC1,021 shares · 0.0% of their software$22KFlat
- NCR Atleos CorporationNATL479 shares · 0.0% of their software$19KFlat
- DigitalOceanDOCN533 shares · 0.0% of their software$18KFlat
- PegasystemsPEGA314 shares · 0.0% of their software$18KFlat
- PhreesiaPHR682 shares · 0.0% of their software$16KFlat
- monday.comMNDY80 shares · 0.0% of their software$15KFlat
- SprinklrCXM1,955 shares · 0.0% of their software$15KFlat
- N-ableNABL1,928 shares · 0.0% of their software$15KFlat
- SS&CSSNC152 shares · 0.0% of their software$13KFlat
- Donnelley Financial Solutions, Inc.DFIN218 shares · 0.0% of their software$11KFlat
- NetScout Systems, Inc.NTCT424 shares · 0.0% of their software$11KFlat
- ePlus inc.PLUS148 shares · 0.0% of their software$11KFlat
- Adeia Inc.ADEA613 shares · 0.0% of their software$10KFlat
- Payoneer Global Inc.PAYO1,668 shares · 0.0% of their software$10KFlat
- A10 Networks, Inc.ATEN533 shares · 0.0% of their software$10KFlat
- ProgressPRGS209 shares · 0.0% of their software$9KFlat
- EVERTEC, Inc.EVTC266 shares · 0.0% of their software$9KFlat
- Core Scientific, Inc.CORZ500 shares · 0.0% of their software$9KFlat
- PDF Solutions, Inc.PDFS332 shares · 0.0% of their software$9KFlat
- Grab Holdings LimitedGRAB1,389 shares · 0.0% of their software$8KFlat
- ToastTOST215 shares · 0.0% of their software$8KFlat
- Upbound Group, Inc.UPBD321 shares · 0.0% of their software$8KFlat
- CertaraCERT614 shares · 0.0% of their software$8KFlat
- FreshworksFRSH619 shares · 0.0% of their software$7KNew · Flat
- Endava plcDAVA742 shares · 0.0% of their software$7KNew · Flat
- SchrödingerSDGR278 shares · 0.0% of their software$6KFlat
- Thryv Holdings, Inc.THRY446 shares · 0.0% of their software$5KFlat
- WixWIX24 shares · 0.0% of their software$4KFlat
- VaronisVRNS50 shares · 0.0% of their software$3KFlat
- Sprout SocialSPT172 shares · 0.0% of their software$2KFlat
- AvePointAVPT111 shares · 0.0% of their software$2KFlat
- Global-EGLBE40 shares · 0.0% of their software$1KFlat
- NIQ Global Intelligence plcNIQ59 shares · 0.0% of their software$926New · Flat
- Cerence Inc.CRNC72 shares · 0.0% of their software$897Flat
- Sabre CorporationSABR373 shares · 0.0% of their software$683Flat
- C3.aiAI39 shares · 0.0% of their software$676Flat
- WaystarWAY14 shares · 0.0% of their software$531New · Flat
- Rapid7RPD27 shares · 0.0% of their software$506New · Flat
- Definitive HealthcareDH92 shares · 0.0% of their software$374Flat
- Health CatalystHCAT58 shares · 0.0% of their software$165Flat
- Rubrik, Inc.RBRK2 shares · 0.0% of their software$165New · Flat