Generalist · Cincinnati, OH
Fifth Third Bancorp
Q1 2026 · compared with Q4 2025
- Software
- $3.2B
- Weight of 13F
- 5.9%
- Names
- 196
- Net bought
- +$1.7B
4,231 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
- MicrosoftMSFT4,576,422 shares · 52.7% of their software · price −$519M$1.7B+$822M
- Palo Alto NetworksPANW1,542,415 shares · 7.7% of their software · price −$36.8M$247M+$27.5M
- OracleORCL1,458,084 shares · 6.7% of their software · price −$69.7M$214M+$39.8M
- Automatic Data Processing, Inc.ADP528,587 shares · 3.3% of their software · price −$28.6M$107M+$59.8M
- ServiceNowNOW705,345 shares · 2.3% of their software · price −$34.3M$73.7M+$35.5M
- PalantirPLTR477,182 shares · 2.2% of their software · price −$15.0M$69.8M+$49.6M
- SynopsysSNPS175,823 shares · 2.2% of their software · price −$12.9M$69.7M+$6.6M
- SalesforceCRM358,201 shares · 2.1% of their software · price −$28.0M$66.9M+$34.1M
- Core Scientific, Inc.CORZ3,997,473 shares · 1.9% of their software · price +$1.6M$59.8MNew · +$58.2M
- CrowdStrikeCRWD147,800 shares · 1.8% of their software · price −$11.6M$57.7M+$23.8M
- IntuitINTU124,116 shares · 1.7% of their software · price −$28.6M$53.7M+$49.2M
- Uber Technologies, Inc.UBER631,601 shares · 1.4% of their software · price −$6.2M$45.4M+$20.7M
- CadenceCDNS120,809 shares · 1.0% of their software · price −$4.2M$33.6M+$20.4M
- AdobeADBE124,270 shares · 0.9% of their software · price −$13.3M$30.2M+$16.7M
- AppLovinAPP46,665 shares · 0.6% of their software · price −$12.9M$18.6M+$27.3M
- AutodeskADSK68,850 shares · 0.5% of their software · price −$3.9M$16.5M+$17.3M
- Paychex, Inc.PAYX162,792 shares · 0.5% of their software · price −$3.3M$15.0M+$14.3M
- GuidewireGWRE84,652 shares · 0.4% of their software · price −$4.4M$12.7M+$16.9M
- Q2QTWO257,114 shares · 0.4% of their software · price −$6.4M$12.2M+$18.5M
- Tyler TechnologiesTYL34,343 shares · 0.4% of their software · price −$3.8M$11.8M+$15.0M
- Roper Technologies, Inc.ROP31,210 shares · 0.3% of their software · price −$2.8M$11.0M+$8.6M
- NetApp, Inc.NTAP105,733 shares · 0.3% of their software$10.8M+$10.0M
- BroadridgeBR64,604 shares · 0.3% of their software · price −$3.9M$10.5M+$9.6M
- FortinetFTNT128,125 shares · 0.3% of their software$10.5M+$8.5M
- DigitalOceanDOCN115,073 shares · 0.3% of their software · price +$4.3M$9.9M+$5.1M
- AkamaiAKAM83,717 shares · 0.3% of their software · price +$2.3M$9.6M+$4.7M
- Fiserv, Inc.FISV155,075 shares · 0.3% of their software · price −$1.8M$8.7M+$6.0M
- DatadogDDOG68,319 shares · 0.3% of their software · price −$1.2M$8.1M+$7.6M
- Corpay, Inc.CPAY27,352 shares · 0.2% of their software$8.0M+$7.4M
- SS&CSSNC113,322 shares · 0.2% of their software · price −$2.2M$7.7M+$9.9M
- WorkivaWK117,295 shares · 0.2% of their software · price −$3.1M$7.0M+$10.0M
- DropboxDBX299,989 shares · 0.2% of their software · price −$1.5M$6.8M+$8.3M
- TwilioTWLO54,011 shares · 0.2% of their software · price −$887K$6.8M+$5.7M
- BlackLineBL172,964 shares · 0.2% of their software · price −$3.2M$6.4M+$9.5M
- VeriskVRSK31,332 shares · 0.2% of their software · price −$1.1M$5.9M+$5.2M
- ProcorePCOR98,516 shares · 0.2% of their software · price −$1.6M$5.6M+$6.8M
- Agilysys, Inc.AGYS76,776 shares · 0.2% of their software · price −$3.7M$5.5M+$8.5M
- SnowflakeSNOW35,224 shares · 0.2% of their software · price −$2.4M$5.3M+$7.0M
- nCinoNCNO341,665 shares · 0.2% of their software · price −$3.6M$5.1M+$8.7M
- ePlus inc.PLUS60,456 shares · 0.1% of their software · price −$753K$4.5M+$5.3M
- ShopifySHOP37,355 shares · 0.1% of their software · price −$1.6M$4.4MFlat
- CCC Intelligent Solutions Holdings Inc.CCC733,891 shares · 0.1% of their software · price −$1.4M$4.4M+$5.8M
- WEX Inc.WEX28,746 shares · 0.1% of their software$4.4M+$3.4M
- Block, Inc.XYZ71,630 shares · 0.1% of their software$4.3M+$4.3M
- TrimbleTRMB65,539 shares · 0.1% of their software · price −$860K$4.3M+$4.1M
- WorkdayWDAY30,523 shares · 0.1% of their software · price −$2.6M$4.0M+$5.6M
- OktaOKTA47,245 shares · 0.1% of their software$3.7M+$3.9M
- Clearwater AnalyticsCWAN156,894 shares · 0.1% of their software$3.7M—
- Fair IsaacFICO3,235 shares · 0.1% of their software · price −$2.0M$3.5M+$4.6M
- VeriSign, Inc.VRSN13,385 shares · 0.1% of their software$3.3M+$2.2M
- CoStarCSGP80,738 shares · 0.1% of their software · price −$2.2M$3.3M+$4.9M
- PaycomPAYC26,545 shares · 0.1% of their software · price −$1.0M$3.2M+$3.8M
- Gen DigitalGEN163,004 shares · 0.1% of their software · price −$1.4M$3.1M+$4.1M
- CloudflareNET14,406 shares · 0.1% of their software$3.0M+$2.7M
- Manhattan AssociatesMANH21,972 shares · 0.1% of their software · price −$883K$2.9M+$3.7M
- DynatraceDT77,625 shares · 0.1% of their software$2.9M+$2.7M
- F5, Inc.FFIV9,917 shares · 0.1% of their software$2.9M+$1.8M
- GoDaddyGDDY34,551 shares · 0.1% of their software · price −$1.4M$2.9M+$4.0M
- PTCPTC18,951 shares · 0.1% of their software · price −$601K$2.7M+$2.4M
- FactSetFDS12,069 shares · 0.1% of their software · price −$883K$2.6M+$2.4M
- TeradataTDC99,236 shares · 0.1% of their software$2.5M+$3.0M
- BILLBILL65,581 shares · 0.1% of their software · price −$1.1M$2.5M+$3.5M
- NutanixNTNX65,814 shares · 0.1% of their software · price −$900K$2.5M+$3.4M
- DocuSignDOCU52,683 shares · 0.1% of their software · price −$1.1M$2.5M+$3.5M
- MongoDBMDB9,893 shares · 0.1% of their software · price −$1.7M$2.4M+$3.9M
- ACI WorldwideACIW56,266 shares · 0.1% of their software$2.3M+$2.6M
- InterDigital, Inc.IDCC7,105 shares · 0.1% of their software$2.1M+$2.1M
- PaylocityPCTY19,787 shares · 0.1% of their software · price −$880K$2.1M+$2.2M
- The Trade DeskTTD85,012 shares · 0.1% of their software · price −$1.3M$1.9M+$2.7M
- Bentley SystemsBSY52,336 shares · 0.1% of their software$1.8M+$1.9M
- ServiceTitanTTAN28,258 shares · 0.1% of their software · price −$1.2M$1.8MNew · +$3.0M
- NICENICE16,186 shares · 0.1% of their software$1.8MFlat
- BoxBOX73,983 shares · 0.1% of their software$1.7M+$1.0M
- VeevaVEEV9,926 shares · 0.1% of their software$1.7MFlat
- RingCentralRNG46,573 shares · 0.1% of their software$1.7MNew · +$1.3M
- SamsaraIOT54,335 shares · 0.1% of their software$1.7M+$1.3M
- NCR Atleos CorporationNATL39,442 shares · 0.1% of their software$1.7M+$1.5M
- CommvaultCVLT21,102 shares · 0.1% of their software · price −$1.0M$1.6M+$2.6M
- Lyft, Inc.LYFT113,968 shares · 0.0% of their software · price −$692K$1.5MNew · +$2.2M
- Clear Secure, Inc.YOU29,880 shares · 0.0% of their software$1.4M+$996K
- Euronet Worldwide, Inc.EEFT21,788 shares · 0.0% of their software$1.4M+$1.5M
- PegasystemsPEGA32,184 shares · 0.0% of their software · price −$552K$1.4M+$1.9M
- AppFolioAPPF8,600 shares · 0.0% of their software · price −$644K$1.4M+$2.0M
- Adeia Inc.ADEA56,052 shares · 0.0% of their software$1.3M+$960K
- Shift4 Payments, Inc.FOUR30,379 shares · 0.0% of their software · price −$584K$1.3M+$1.9M
- FastlyFSLY43,797 shares · 0.0% of their software · price +$827K$1.3MNew · Flat
- KlaviyoKVYO64,220 shares · 0.0% of their software · price −$836K$1.2MNew · +$2.1M
- NetScout Systems, Inc.NTCT38,096 shares · 0.0% of their software$1.2M+$1.0M
- MorningstarMORN6,933 shares · 0.0% of their software$1.2M+$1.4M
- UiPathPATH100,950 shares · 0.0% of their software · price −$534K$1.1MNew · +$1.7M
- Figma, Inc.FIG52,743 shares · 0.0% of their software · price −$856K$1.1MNew · +$2.0M
- Swarmer, IncSWMR23,400 shares · 0.0% of their software$1.1MNew · +$1.1M
- DoximityDOCS44,703 shares · 0.0% of their software · price −$938K$1.0M+$1.9M
- PaymentusPAY40,964 shares · 0.0% of their software$1.0MNew · +$1.3M
- Donnelley Financial Solutions, Inc.DFIN21,738 shares · 0.0% of their software$1.0M+$1.0M
- ZoomZM12,727 shares · 0.0% of their software$1.0M+$971K
- BlackbaudBLKB26,071 shares · 0.0% of their software · price −$644K$1.0M+$1.6M
- AtlassianTEAM14,120 shares · 0.0% of their software · price −$1.3M$964K+$2.3M
- QualysQLYS10,664 shares · 0.0% of their software$937K+$1.4M
- DuolingoDUOL9,110 shares · 0.0% of their software · price −$701K$898K+$1.6M
- HubSpotHUBS3,656 shares · 0.0% of their software · price −$575K$892K+$983K
- Remitly Global, Inc.RELY54,600 shares · 0.0% of their software$856KNew · +$753K
- SAPSAP4,931 shares · 0.0% of their software$844KFlat
- ToastTOST30,166 shares · 0.0% of their software$800K+$1.1M
- ProgressPRGS30,880 shares · 0.0% of their software · price −$535K$792K+$1.3M
- Dave Inc.DAVE4,515 shares · 0.0% of their software$786KNew · +$1,000K
- ZscalerZS5,584 shares · 0.0% of their software$783K+$1.0M
- Calix, Inc.CALX14,458 shares · 0.0% of their software$708K+$740K
- Life360, Inc.LIF17,140 shares · 0.0% of their software$700KNew · +$1.1M
- MagniteMGNI58,823 shares · 0.0% of their software$699KNew · +$955K
- Alarm.com Holdings, Inc.ALRM15,959 shares · 0.0% of their software$689K+$760K
- Chime Financial, Inc.CHYM34,881 shares · 0.0% of their software$653KNew · +$878K
- Navan, Inc.NAVN48,794 shares · 0.0% of their software$646KNew · +$833K
- SPS CommerceSPSC11,582 shares · 0.0% of their software$645K+$940K
- Strategy IncMSTR4,974 shares · 0.0% of their software$621KFlat
- WaystarWAY25,518 shares · 0.0% of their software$615K+$830K
- LiveRamp Holdings, Inc.RAMP19,477 shares · 0.0% of their software$517K+$544K
- EVERTEC, Inc.EVTC17,193 shares · 0.0% of their software$485KFlat
- DoubleVerifyDV43,397 shares · 0.0% of their software$412KFlat
- A10 Networks, Inc.ATEN17,081 shares · 0.0% of their software$395KFlat
- ZoomInfoZI62,898 shares · 0.0% of their software$376K—
- CoreWeave, Inc.CRWV4,588 shares · 0.0% of their software$355KFlat
- Zeta GlobalZETA20,726 shares · 0.0% of their software$330KNew · Flat
- Payoneer Global Inc.PAYO64,941 shares · 0.0% of their software$314KFlat
- PDF Solutions, Inc.PDFS7,347 shares · 0.0% of their software$240KFlat
- Rubrik, Inc.RBRK4,586 shares · 0.0% of their software$225KNew · Flat
- Upbound Group, Inc.UPBD12,303 shares · 0.0% of their software$222KFlat
- SailPointSAIL14,527 shares · 0.0% of their software$192KNew · Flat
- SentinelOneS14,381 shares · 0.0% of their software$185KFlat
- SprinklrCXM28,815 shares · 0.0% of their software$173KFlat
- CertaraCERT28,454 shares · 0.0% of their software$162KFlat
- SchrödingerSDGR13,471 shares · 0.0% of their software$153KFlat
- Bitdeer Technologies GroupBTDR15,276 shares · 0.0% of their software$132KNew · Flat
- Sabre CorporationSABR89,166 shares · 0.0% of their software$129KFlat
- Consensus Cloud Solutions, Inc.CCSI5,042 shares · 0.0% of their software$120KNew · Flat
- Palladyne AI Corp.PDYN18,903 shares · 0.0% of their software$115KNew · Flat
- Check PointCHKP766 shares · 0.0% of their software$109KFlat
- AlkamiALKT6,190 shares · 0.0% of their software$97KFlat
- DescartesDSGX1,284 shares · 0.0% of their software$92KFlat
- N-ableNABL19,414 shares · 0.0% of their software$91KFlat
- UnityU2,845 shares · 0.0% of their software$62KFlat
- Simulations PlusSLP4,594 shares · 0.0% of their software$54KNew · Flat
- PAR Technology CorporationPAR3,157 shares · 0.0% of their software$42KFlat
- VaronisVRNS1,835 shares · 0.0% of their software$39KFlat
- GitLabGTLB1,603 shares · 0.0% of their software$35KFlat
- i3 Verticals, Inc.IIIV1,266 shares · 0.0% of their software$28KNew · Flat
- BrazeBRZE1,133 shares · 0.0% of their software$27KNew · Flat
- Cellebrite DI Ltd.CLBT1,487 shares · 0.0% of their software$20KFlat
- SoundHound AI, Inc.SOUN2,300 shares · 0.0% of their software$16KFlat
- VertexVERX1,259 shares · 0.0% of their software$15KFlat
- Red Violet, Inc.RDVT422 shares · 0.0% of their software$15KFlat
- Intapp, Inc.INTA549 shares · 0.0% of their software$14KNew · Flat
- FreshworksFRSH1,630 shares · 0.0% of their software$13KNew · Flat
- OpenTextOTEX575 shares · 0.0% of their software$13KNew · Flat
- SemrushSEMR803 shares · 0.0% of their software$10KNew
- Veritone, Inc.VERI4,212 shares · 0.0% of their software$8KNew · Flat
- Five9FIVN526 shares · 0.0% of their software$8KNew · Flat
- monday.comMNDY108 shares · 0.0% of their software$7KFlat
- Grab Holdings LimitedGRAB1,722 shares · 0.0% of their software$6KFlat
- FlywireFLYW532 shares · 0.0% of their software$6KNew · Flat
- JFrogFROG125 shares · 0.0% of their software$6KNew · Flat
- Xperi Inc.XPER1,003 shares · 0.0% of their software$6KNew · Flat
- C3.aiAI659 shares · 0.0% of their software$6KFlat
- TenableTENB270 shares · 0.0% of their software$5KNew · Flat
- Ribbon Communications Inc.RBBN2,049 shares · 0.0% of their software$4KNew · Flat
- Viant Technology Inc.DSP341 shares · 0.0% of their software$4KNew · Flat
- Sprout SocialSPT598 shares · 0.0% of their software$3KFlat
- OneSpan Inc.OSPN281 shares · 0.0% of their software$3KNew · Flat
- PubMaticPUBM335 shares · 0.0% of their software$3KNew · Flat
- Digital TurbineAPPS911 shares · 0.0% of their software$3KNew · Flat
- AudioEye, Inc.AEYE392 shares · 0.0% of their software$2KNew · Flat
- AvePointAVPT245 shares · 0.0% of their software$2KFlat
- Diebold Nixdorf, IncorporatedDBD28 shares · 0.0% of their software$2KNew · Flat
- Aeva Technologies, Inc.AEVA135 shares · 0.0% of their software$2KNew · Flat
- PhreesiaPHR207 shares · 0.0% of their software$2KFlat
- Duos Technologies Group, Inc.DUOT226 shares · 0.0% of their software$2KNew · Flat
- Global-EGLBE40 shares · 0.0% of their software$1KFlat
- AppianAPPN50 shares · 0.0% of their software$1KNew · Flat
- SmartRent, Inc.SMRT693 shares · 0.0% of their software$1KNew · Flat
- Silvaco Group, Inc.SVCO137 shares · 0.0% of their software$970New · Flat
- Nerdy Inc.NRDY1,002 shares · 0.0% of their software$818New · Flat
- NIQ Global Intelligence plcNIQ59 shares · 0.0% of their software$671Flat
- Commerce.com, Inc.CMRC237 shares · 0.0% of their software$633New · Flat
- AmplitudeAMPL81 shares · 0.0% of their software$552New · Flat
- DomoDOMO178 shares · 0.0% of their software$545New
- Cerence Inc.CRNC82 shares · 0.0% of their software$517Flat
- PagerDutyPD74 shares · 0.0% of their software$460New · Flat
- Definitive HealthcareDH314 shares · 0.0% of their software$386Flat
- WixWIX4 shares · 0.0% of their software$360Flat
- Alight, Inc.ALIT594 shares · 0.0% of their software$346New · Flat
- ElasticESTC3 shares · 0.0% of their software$150New · Flat
- Amdocs LimitedDOX2 shares · 0.0% of their software$131Flat
- YextYEXT31 shares · 0.0% of their software$119New · Flat
- Health CatalystHCAT58 shares · 0.0% of their software$74Flat
- CS Disco, Inc.LAW14 shares · 0.0% of their software$53New · Flat
- Mitek Systems, Inc.MITK1 shares · 0.0% of their software$7New · Flat