Generalist · Cincinnati, OH
Fifth Third Bancorp
Q4 2025 · compared with Q3 2025
- Software
- $2.4B
- Weight of 13F
- 7.8%
- Names
- 141
- Net bought
- +$332M
Filed 2 February 2026 · SEC filing.
2,612 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
- MicrosoftMSFT2,876,312 shares · 57.1% of their software · price −$98.7M$1.4BFlat
- Palo Alto NetworksPANW1,393,304 shares · 10.5% of their software · price −$27.1M$257M−$8.5M
- OracleORCL1,253,794 shares · 10.0% of their software · price −$108M$244MFlat
- Automatic Data Processing, Inc.ADP296,228 shares · 3.1% of their software · price −$10.7M$76.2M−$1.4M
- SynopsysSNPS161,714 shares · 3.1% of their software · price −$3.8M$76.0M−$9.1M
- ServiceNowNOW473,412 shares · 3.0% of their software · price −$363M$72.5M+$347M
- SalesforceCRM229,488 shares · 2.5% of their software · price +$6.4M$60.8M−$1.8M
- CrowdStrikeCRWD97,042 shares · 1.9% of their software · price −$2.1M$45.5M+$1.9M
- PalantirPLTR198,145 shares · 1.4% of their software · price −$925K$35.2M+$4.5M
- IntuitINTU49,854 shares · 1.4% of their software · price −$1.0M$33.0M+$1.2M
- Uber Technologies, Inc.UBER377,719 shares · 1.3% of their software · price −$6.1M$30.9M+$4.5M
- AdobeADBE76,579 shares · 1.1% of their software$26.8M−$4.1M
- CadenceCDNS55,647 shares · 0.7% of their software · price −$2.2M$17.4MFlat
- ShopifySHOP37,205 shares · 0.2% of their software$6.0MFlat
- Roper Technologies, Inc.ROP11,826 shares · 0.2% of their software · price −$633K$5.3MFlat
- BroadridgeBR21,556 shares · 0.2% of their software$4.8MFlat
- Fiserv, Inc.FISV66,418 shares · 0.2% of their software · price −$4.1M$4.5M−$4.5M
- AppLovinAPP6,123 shares · 0.2% of their software$4.1M+$3.3M
- Paychex, Inc.PAYX35,289 shares · 0.2% of their software · price −$515K$4.0MFlat
- AutodeskADSK10,384 shares · 0.1% of their software$3.1MFlat
- AkamaiAKAM29,339 shares · 0.1% of their software$2.6MFlat
- TwilioTWLO14,024 shares · 0.1% of their software · price +$591K$2.0M+$1.1M
- VeevaVEEV8,404 shares · 0.1% of their software · price −$628K$1.9MFlat
- VeriskVRSK8,259 shares · 0.1% of their software$1.8MFlat
- NICENICE16,326 shares · 0.1% of their software · price −$518K$1.8M+$1.4M
- FortinetFTNT21,187 shares · 0.1% of their software$1.7MFlat
- DatadogDDOG12,072 shares · 0.1% of their software$1.6MFlat
- NetApp, Inc.NTAP12,559 shares · 0.1% of their software$1.3MFlat
- BoxBOX39,973 shares · 0.0% of their software$1.2MFlat
- FactSetFDS3,721 shares · 0.0% of their software$1.1M+$538K
- TrimbleTRMB13,555 shares · 0.0% of their software$1.1MFlat
- VeriSign, Inc.VRSN4,339 shares · 0.0% of their software$1.1MFlat
- WorkdayWDAY4,590 shares · 0.0% of their software$986KFlat
- SAPSAP4,044 shares · 0.0% of their software$982K−$3.1M
- Fair IsaacFICO530 shares · 0.0% of their software$896KFlat
- PTCPTC5,051 shares · 0.0% of their software$880KFlat
- WEX Inc.WEX5,901 shares · 0.0% of their software$879KFlat
- Corpay, Inc.CPAY2,848 shares · 0.0% of their software$857KFlat
- PaylocityPCTY5,332 shares · 0.0% of their software$813KFlat
- F5, Inc.FFIV2,863 shares · 0.0% of their software$731KFlat
- SnowflakeSNOW3,312 shares · 0.0% of their software$727KFlat
- DynatraceDT16,020 shares · 0.0% of their software$694KFlat
- Tyler TechnologiesTYL1,314 shares · 0.0% of their software$596KFlat
- SamsaraIOT16,652 shares · 0.0% of their software$590KFlat
- Agilysys, Inc.AGYS4,963 shares · 0.0% of their software$590KFlat
- The Trade DeskTTD14,122 shares · 0.0% of their software$536K−$1.3M
- CoStarCSGP7,866 shares · 0.0% of their software$529KFlat
- HubSpotHUBS1,206 shares · 0.0% of their software$484KFlat
- PaycomPAYC2,723 shares · 0.0% of their software$434KFlat
- Strategy IncMSTR2,790 shares · 0.0% of their software$424KFlat
- Amdocs LimitedDOX5,240 shares · 0.0% of their software$422KFlat
- DigitalOceanDOCN8,481 shares · 0.0% of their software$408KFlat
- Block, Inc.XYZ5,894 shares · 0.0% of their software$384KFlat
- ProcorePCOR4,761 shares · 0.0% of their software$346KFlat
- Clearwater AnalyticsCWAN14,056 shares · 0.0% of their software$339K—
- Gen DigitalGEN12,110 shares · 0.0% of their software$329KFlat
- GoDaddyGDDY2,418 shares · 0.0% of their software$300KFlat
- ZscalerZS1,118 shares · 0.0% of their software$251KFlat
- Cellebrite DI Ltd.CLBT13,250 shares · 0.0% of their software$239KFlat
- MongoDBMDB540 shares · 0.0% of their software$227KFlat
- PAR Technology CorporationPAR5,752 shares · 0.0% of their software$209KFlat
- OktaOKTA2,361 shares · 0.0% of their software$204KFlat
- InterDigital, Inc.IDCC636 shares · 0.0% of their software$202KFlat
- GuidewireGWRE814 shares · 0.0% of their software$164KFlat
- SentinelOneS10,872 shares · 0.0% of their software$163KFlat
- CloudflareNET715 shares · 0.0% of their software$141KFlat
- DescartesDSGX1,516 shares · 0.0% of their software$133KFlat
- ZoomZM1,476 shares · 0.0% of their software$127KFlat
- Manhattan AssociatesMANH658 shares · 0.0% of their software$114KFlat
- Euronet Worldwide, Inc.EEFT1,496 shares · 0.0% of their software$114KFlat
- SoundHound AI, Inc.SOUN11,125 shares · 0.0% of their software$111KFlat
- BlackLineBL1,857 shares · 0.0% of their software$103KFlat
- Check PointCHKP525 shares · 0.0% of their software$97KFlat
- DoximityDOCS2,191 shares · 0.0% of their software$97KFlat
- WorkivaWK1,116 shares · 0.0% of their software$96KFlat
- SPS CommerceSPSC1,032 shares · 0.0% of their software$92KFlat
- DocuSignDOCU1,223 shares · 0.0% of their software$84KFlat
- CCC Intelligent Solutions Holdings Inc.CCC9,301 shares · 0.0% of their software$74KFlat
- Bentley SystemsBSY1,919 shares · 0.0% of their software$73KFlat
- CoreWeave, Inc.CRWV967 shares · 0.0% of their software$69KFlat
- Q2QTWO943 shares · 0.0% of their software$68KFlat
- MorningstarMORN312 shares · 0.0% of their software$68KFlat
- DropboxDBX2,310 shares · 0.0% of their software$64KFlat
- QualysQLYS447 shares · 0.0% of their software$59KFlat
- Alarm.com Holdings, Inc.ALRM1,062 shares · 0.0% of their software$54KFlat
- BILLBILL982 shares · 0.0% of their software$54KFlat
- CommvaultCVLT425 shares · 0.0% of their software$53KFlat
- Clear Secure, Inc.YOU1,483 shares · 0.0% of their software$52KFlat
- AppFolioAPPF193 shares · 0.0% of their software$45KFlat
- DuolingoDUOL247 shares · 0.0% of their software$43KFlat
- SS&CSSNC481 shares · 0.0% of their software$42KFlat
- ACI WorldwideACIW839 shares · 0.0% of their software$40KFlat
- PegasystemsPEGA617 shares · 0.0% of their software$37KFlat
- NutanixNTNX708 shares · 0.0% of their software$37KFlat
- TeradataTDC1,091 shares · 0.0% of their software$33KFlat
- AtlassianTEAM180 shares · 0.0% of their software$29KFlat
- ZoomInfoZI2,866 shares · 0.0% of their software$29K—
- LiveRamp Holdings, Inc.RAMP940 shares · 0.0% of their software$28KFlat
- DoubleVerifyDV2,367 shares · 0.0% of their software$27KFlat
- AlkamiALKT1,112 shares · 0.0% of their software$26KFlat
- Calix, Inc.CALX468 shares · 0.0% of their software$25KFlat
- VertexVERX1,164 shares · 0.0% of their software$23KFlat
- Red Violet, Inc.RDVT400 shares · 0.0% of their software$23KFlat
- nCinoNCNO790 shares · 0.0% of their software$20KFlat
- GitLabGTLB500 shares · 0.0% of their software$19KNew · Flat
- NCR Atleos CorporationNATL488 shares · 0.0% of their software$19KFlat
- ePlus inc.PLUS205 shares · 0.0% of their software$18KFlat
- SprinklrCXM2,149 shares · 0.0% of their software$17KFlat
- BlackbaudBLKB254 shares · 0.0% of their software$16KFlat
- ProgressPRGS356 shares · 0.0% of their software$15KFlat
- N-ableNABL1,784 shares · 0.0% of their software$13KFlat
- NetScout Systems, Inc.NTCT446 shares · 0.0% of their software$12KFlat
- PhreesiaPHR682 shares · 0.0% of their software$12KFlat
- PDF Solutions, Inc.PDFS383 shares · 0.0% of their software$11KFlat
- ToastTOST299 shares · 0.0% of their software$11KFlat
- A10 Networks, Inc.ATEN550 shares · 0.0% of their software$10KFlat
- Shift4 Payments, Inc.FOUR154 shares · 0.0% of their software$10KFlat
- Donnelley Financial Solutions, Inc.DFIN156 shares · 0.0% of their software$7KFlat
- Payoneer Global Inc.PAYO1,275 shares · 0.0% of their software$7KFlat
- Adeia Inc.ADEA414 shares · 0.0% of their software$7KFlat
- Grab Holdings LimitedGRAB1,389 shares · 0.0% of their software$7KFlat
- WaystarWAY163 shares · 0.0% of their software$5KFlat
- monday.comMNDY33 shares · 0.0% of their software$5KFlat
- Upbound Group, Inc.UPBD276 shares · 0.0% of their software$5KFlat
- EVERTEC, Inc.EVTC164 shares · 0.0% of their software$5KFlat
- SchrödingerSDGR131 shares · 0.0% of their software$2KFlat
- WixWIX21 shares · 0.0% of their software$2KFlat
- CertaraCERT220 shares · 0.0% of their software$2KFlat
- Sprout SocialSPT172 shares · 0.0% of their software$2KFlat
- Global-EGLBE40 shares · 0.0% of their software$2KFlat
- AvePointAVPT111 shares · 0.0% of their software$2KFlat
- Sportradar Group AGSRAD62 shares · 0.0% of their software$1KFlat
- NIQ Global Intelligence plcNIQ59 shares · 0.0% of their software$973Flat
- VaronisVRNS17 shares · 0.0% of their software$558Flat
- C3.aiAI39 shares · 0.0% of their software$526Flat
- Cerence Inc.CRNC37 shares · 0.0% of their software$396Flat
- Definitive HealthcareDH92 shares · 0.0% of their software$264Flat
- Sabre CorporationSABR186 shares · 0.0% of their software$253Flat
- Health CatalystHCAT58 shares · 0.0% of their software$139Flat
- Thryv Holdings, Inc.THRY23 shares · 0.0% of their software$139Flat
- UnityU1 shares · 0.0% of their software$44New · Flat