Generalist · ST. Petersburg, FL
Raymond James Financial
Q1 2025 · compared with Q4 2024
Filed as Raymond James Financial INC
- Software
- $16.6B
- Weight of 13F
- 6.3%
- Names
- 190
- Net bought
- −$163M
Filed 13 May 2025 · SEC filing.
Call exposure on these names is $868K across 1 line. Calls are not in the stock total.
4,664 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 2026210 names · $4.4M in calls, not in the total$15.0B+$122M
- Q1 2026201 names · $4.0M in calls, not in the total$13.8B+$51.0M
- Q4 2025200 names · $1.5M in calls, not in the total$17.9B+$873M
- Q3 2025197 names · $648K in calls, not in the total$20.0B−$377M
- Q2 2025272 names · $50K in calls, not in the total$19.9B−$321M
- Q1 2025190 names · $868K in calls, not in the total$16.6B−$163M
- Q4 2024184 names$18.4B—
What moved the book
The five software lines with the largest share change this quarter.
Software held
- MicrosoftMSFT16,997,969 shares · 38.5% of their software · price −$784M$6.4BFlat
- SalesforceCRM3,742,570 shares · 6.1% of their software · price −$247M$1.0B+$77.7M
- OracleORCL5,483,087 shares · 4.6% of their software · price −$147M$767M−$16.4M
- Fiserv, Inc.FISV3,084,636 shares · 4.1% of their software · price +$47.5M$681M+$18.7M
- PalantirPLTR5,965,126 shares · 3.0% of their software · price +$52.3M$503M+$146M
- Automatic Data Processing, Inc.ADP1,178,431 shares · 2.2% of their software · price +$15.1M$360MFlat
- Palo Alto NetworksPANW2,071,423 shares · 2.1% of their software · price −$23.4M$353M−$11.2M
- ServiceNowNOW406,982 shares · 2.0% of their software · price −$107M$324M+$37.6M
- Uber Technologies, Inc.UBER3,895,162 shares · 1.7% of their software · price +$48.8M$284M+$40.3M
- AppLovinAPP1,032,811 shares · 1.7% of their software · price −$60.8M$274M−$201M
- IntuitINTU429,999 shares · 1.6% of their software · price −$6.2M$264M−$30.6M
- CrowdStrikeCRWD694,452 shares · 1.5% of their software · price +$7.2M$245MFlat
- AdobeADBE565,986 shares · 1.3% of their software · price −$34.6M$217M+$7.9M
- ShopifySHOP2,128,354 shares · 1.2% of their software · price −$23.1M$206MFlat
- Paychex, Inc.PAYX1,236,934 shares · 1.2% of their software · price +$17.4M$191M−$10.8M
- Fair IsaacFICO98,921 shares · 1.1% of their software · price −$14.5M$182M−$2.5M
- WorkdayWDAY774,072 shares · 1.1% of their software · price −$19.0M$181M+$5.1M
- Roper Technologies, Inc.ROP284,368 shares · 1.0% of their software · price +$19.8M$168MFlat
- SynopsysSNPS386,388 shares · 1.0% of their software · price −$21.8M$166M−$11.5M
- Corpay, Inc.CPAY445,509 shares · 0.9% of their software · price +$4.6M$155M+$15.8M
- Tyler TechnologiesTYL260,317 shares · 0.9% of their software · price +$1.2M$151M−$9.8M
- CadenceCDNS587,009 shares · 0.9% of their software · price −$27.1M$149M+$4.4M
- HubSpotHUBS245,813 shares · 0.8% of their software · price −$30.8M$140M+$14.3M
- DatadogDDOG1,312,796 shares · 0.8% of their software · price −$57.3M$130M−$10.8M
- CloudflareNET1,097,235 shares · 0.7% of their software · price +$5.5M$124M+$70.4M
- PTCPTC787,424 shares · 0.7% of their software · price −$22.8M$122M−$1.9M
- SAPSAP446,107 shares · 0.7% of their software · price +$9.9M$120M−$40.8M
- VeriskVRSK344,299 shares · 0.6% of their software · price +$7.6M$102M−$15.3M
- AutodeskADSK378,896 shares · 0.6% of their software · price −$12.8M$99.2M−$4.8M
- VeevaVEEV416,044 shares · 0.6% of their software · price +$8.9M$96.4M−$8.2M
- ZoomZM1,287,551 shares · 0.6% of their software · price −$10.1M$95.0M+$5.6M
- BroadridgeBR391,483 shares · 0.6% of their software · price +$6.4M$94.9M−$16.0M
- NutanixNTNX1,324,244 shares · 0.6% of their software · price +$11.4M$92.4M−$5.8M
- Shift4 Payments, Inc.FOUR1,066,168 shares · 0.5% of their software · price −$23.5M$87.1M−$6.4M
- DynatraceDT1,748,661 shares · 0.5% of their software · price −$12.6M$82.4M−$7.2M
- Block, Inc.XYZ1,479,539 shares · 0.5% of their software · price −$45.4M$80.4M+$61.5M
- The Trade DeskTTD1,325,318 shares · 0.4% of their software · price −$83.2M$72.5M−$75.8M
- FactSetFDS147,316 shares · 0.4% of their software · price −$3.8M$67.0M+$1.6M
- MongoDBMDB363,429 shares · 0.4% of their software · price −$20.9M$63.7M−$5.9M
- SS&CSSNC757,636 shares · 0.4% of their software · price +$5.9M$63.3M+$8.2M
- FortinetFTNT651,169 shares · 0.4% of their software · price +$1.2M$62.7M−$7.9M
- PaycomPAYC267,240 shares · 0.4% of their software · price +$3.6M$58.4M−$9.1M
- Bentley SystemsBSY1,448,098 shares · 0.3% of their software · price −$10.7M$57.0M+$1.5M
- SnowflakeSNOW382,774 shares · 0.3% of their software · price −$3.2M$55.9M−$65.3M
- CoStarCSGP686,911 shares · 0.3% of their software · price +$5.2M$54.4M+$3.2M
- Clearwater AnalyticsCWAN1,979,061 shares · 0.3% of their software$53.0M—
- NetApp, Inc.NTAP567,625 shares · 0.3% of their software · price −$16.0M$49.9M+$1.2M
- TrimbleTRMB741,514 shares · 0.3% of their software · price −$3.7M$48.7M+$39.2M
- Check PointCHKP201,253 shares · 0.3% of their software · price +$8.3M$45.9M−$984K
- Amdocs LimitedDOX487,154 shares · 0.3% of their software · price +$3.1M$44.6M−$3.0M
- GuidewireGWRE233,043 shares · 0.3% of their software · price +$4.4M$43.7M−$592K
- Manhattan AssociatesMANH223,412 shares · 0.2% of their software · price −$21.7M$38.7M+$11.0M
- Gen DigitalGEN1,440,030 shares · 0.2% of their software · price −$1.2M$38.2M+$1.2M
- GoDaddyGDDY209,358 shares · 0.2% of their software · price −$3.6M$37.7M−$3.3M
- DocuSignDOCU449,139 shares · 0.2% of their software · price −$3.8M$36.6M+$1.9M
- JFrogFROG1,072,136 shares · 0.2% of their software · price +$2.8M$34.3M+$977K
- ZscalerZS140,655 shares · 0.2% of their software · price +$2.5M$27.9M−$2.7M
- SentinelOneS1,523,786 shares · 0.2% of their software · price −$6.1M$27.7M+$7.7M
- PegasystemsPEGA396,100 shares · 0.2% of their software · price −$9.4M$27.5M+$9.3M
- Strategy IncMSTR90,838 shares · 0.2% of their software$26.2M−$562K
- nCinoNCNO946,491 shares · 0.2% of their software · price −$5.8M$26.0M−$7.6M
- TwilioTWLO247,323 shares · 0.1% of their software · price −$2.5M$24.2M+$953K
- OktaOKTA218,569 shares · 0.1% of their software · price +$5.8M$23.0M+$904K
- AppFolioAPPF91,715 shares · 0.1% of their software · price −$2.5M$20.2M−$7.6M
- ToastTOST607,094 shares · 0.1% of their software · price −$2.0M$20.1M+$664K
- F5, Inc.FFIV72,267 shares · 0.1% of their software · price +$1.1M$19.2M+$1.5M
- monday.comMNDY78,776 shares · 0.1% of their software · price +$608K$19.2M−$8.5M
- AvePointAVPT1,287,819 shares · 0.1% of their software · price −$2.7M$18.6M+$3.2M
- ProcorePCOR278,746 shares · 0.1% of their software · price −$2.5M$18.4MFlat
- BlackLineBL380,007 shares · 0.1% of their software · price −$4.7M$18.4M−$681K
- FreshworksFRSH1,262,010 shares · 0.1% of their software · price −$2.6M$17.8MFlat
- Cellebrite DI Ltd.CLBT913,721 shares · 0.1% of their software · price −$2.4M$17.8M+$10.1M
- MorningstarMORN58,983 shares · 0.1% of their software · price −$2.2M$17.7M+$3.4M
- AkamaiAKAM218,717 shares · 0.1% of their software · price −$3.3M$17.6M−$2.9M
- AtlassianTEAM82,703 shares · 0.1% of their software · price −$2.6M$17.6M+$10.7M
- VaronisVRNS420,380 shares · 0.1% of their software · price −$1.7M$17.0M−$3.2M
- KlaviyoKVYO545,159 shares · 0.1% of their software · price −$6.0M$16.5M+$10.4M
- DescartesDSGX143,960 shares · 0.1% of their software · price −$1.8M$14.5M−$3.0M
- Q2QTWO177,978 shares · 0.1% of their software · price −$3.7M$14.2MFlat
- i3 Verticals, Inc.IIIV558,805 shares · 0.1% of their software · price +$911K$13.8MFlat
- Agilysys, Inc.AGYS187,832 shares · 0.1% of their software · price −$11.1M$13.6M+$5.1M
- CCC Intelligent Solutions Holdings Inc.CCC1,300,653 shares · 0.1% of their software · price −$3.5M$11.7M−$15.8M
- VeriSign, Inc.VRSN44,760 shares · 0.1% of their software · price +$2.1M$11.4M+$953K
- DoximityDOCS194,809 shares · 0.1% of their software · price +$904K$11.3M+$1.1M
- Euronet Worldwide, Inc.EEFT105,573 shares · 0.1% of their software$11.3M−$776K
- BILLBILL243,814 shares · 0.1% of their software · price −$9.5M$11.2M−$10.6M
- Five9FIVN408,810 shares · 0.1% of their software · price −$5.5M$11.1M+$4.9M
- WEX Inc.WEX69,379 shares · 0.1% of their software · price −$1.3M$10.9MFlat
- FlywireFLYW1,142,519 shares · 0.1% of their software · price −$12.7M$10.9M−$12.0M
- Endava plcDAVA548,963 shares · 0.1% of their software · price −$6.3M$10.7M+$2.3M
- PaylocityPCTY54,605 shares · 0.1% of their software · price −$662K$10.2M+$4.1M
- ProgressPRGS180,808 shares · 0.1% of their software · price −$2.5M$9.3M−$3.7M
- SPS CommerceSPSC69,728 shares · 0.1% of their software · price −$3.6M$9.3M−$14.6M
- InterDigital, Inc.IDCC44,416 shares · 0.1% of their software · price +$579K$9.2MFlat
- ZoomInfoZI824,055 shares · 0.0% of their software$8.2MFlat
- CommvaultCVLT51,966 shares · 0.0% of their software$8.2M+$5.0M
- AlkamiALKT301,244 shares · 0.0% of their software · price −$3.1M$7.9M+$9.9M
- Rubrik, Inc.RBRK126,902 shares · 0.0% of their software · price −$556K$7.7M−$3.2M
- NICENICE49,678 shares · 0.0% of their software · price −$778K$7.7M−$18.4M
- BlackbaudBLKB120,748 shares · 0.0% of their software · price −$1.4M$7.5M+$2.4M
- UiPathPATH686,278 shares · 0.0% of their software · price −$1.7M$7.1M+$3.2M
- WixWIX37,615 shares · 0.0% of their software · price −$1.9M$6.1MFlat
- Global-EGLBE161,820 shares · 0.0% of their software · price −$3.1M$5.8M+$6.0M
- EVERTEC, Inc.EVTC147,108 shares · 0.0% of their software$5.4MFlat
- PowerFleet, Inc.AIOT969,122 shares · 0.0% of their software · price −$1.1M$5.3M+$1.7M
- ePlus inc.PLUS85,697 shares · 0.0% of their software · price −$1.1M$5.2M−$2.4M
- Donnelley Financial Solutions, Inc.DFIN116,292 shares · 0.0% of their software · price −$2.2M$5.1M−$3.1M
- WaystarWAY132,980 shares · 0.0% of their software$5.0M+$3.4M
- ACI WorldwideACIW90,332 shares · 0.0% of their software$4.9M−$603K
- DuolingoDUOL15,852 shares · 0.0% of their software$4.9M−$1.5M
- GitLabGTLB101,575 shares · 0.0% of their software · price −$950K$4.8M+$2.3M
- MagniteMGNI361,776 shares · 0.0% of their software · price −$1.6M$4.1M−$2.9M
- WorkivaWK52,534 shares · 0.0% of their software · price −$1.8M$4.0MFlat
- Intapp, Inc.INTA66,982 shares · 0.0% of their software$3.9M−$8.6M
- Upbound Group, Inc.UPBD153,638 shares · 0.0% of their software · price −$800K$3.7M+$559K
- Joint Stock Company Kaspi.kzKSPI39,471 shares · 0.0% of their software$3.7MFlat
- RingCentralRNG146,394 shares · 0.0% of their software · price −$1.5M$3.6M+$820K
- SamsaraIOT93,169 shares · 0.0% of their software$3.6M+$1.4M
- QualysQLYS28,260 shares · 0.0% of their software$3.6M−$12.0M
- TenableTENB100,463 shares · 0.0% of their software$3.5M+$1.3M
- SailPointSAIL183,514 shares · 0.0% of their software$3.4MNew · +$3.4M
- OpenTextOTEX127,887 shares · 0.0% of their software$3.2MFlat
- Alight, Inc.ALIT541,256 shares · 0.0% of their software · price −$536K$3.2MFlat
- OneSpan Inc.OSPN193,632 shares · 0.0% of their software · price −$637K$3.0M−$38.3M
- Rapid7RPD108,832 shares · 0.0% of their software · price −$1.5M$2.9M−$7.7M
- DigitalOceanDOCN83,648 shares · 0.0% of their software$2.8MFlat
- Lyft, Inc.LYFT235,299 shares · 0.0% of their software$2.8MFlat
- SoundHound AI, Inc.SOUN343,594 shares · 0.0% of their software · price −$4.0M$2.8MFlat
- Clear Secure, Inc.YOU105,450 shares · 0.0% of their software$2.7M+$1.1M
- TeradataTDC117,761 shares · 0.0% of their software · price −$1.0M$2.6MFlat
- DropboxDBX87,964 shares · 0.0% of their software$2.3MFlat
- Adeia Inc.ADEA175,617 shares · 0.0% of their software$2.3MFlat
- YextYEXT342,234 shares · 0.0% of their software$2.1MFlat
- ElasticESTC22,964 shares · 0.0% of their software$2.0M−$743K
- FastlyFSLY319,802 shares · 0.0% of their software · price −$995K$2.0M−$698K
- Viant Technology Inc.DSP156,606 shares · 0.0% of their software · price −$1.0M$1.9MFlat
- PAR Technology CorporationPAR30,342 shares · 0.0% of their software$1.9MFlat
- Paysafe LimitedPSFE113,470 shares · 0.0% of their software$1.8MFlat
- C3.aiAI83,308 shares · 0.0% of their software · price −$1.1M$1.8M−$1.1M
- PagerDutyPD92,605 shares · 0.0% of their software$1.7M−$4.9M
- Zeta GlobalZETA123,681 shares · 0.0% of their software · price −$548K$1.7M−$8.4M
- AmplitudeAMPL149,959 shares · 0.0% of their software$1.5MNew · +$1.6M
- Mitek Systems, Inc.MITK176,064 shares · 0.0% of their software · price −$507K$1.5M+$1.6M
- PaymentusPAY55,578 shares · 0.0% of their software$1.5M−$1.3M
- Palladyne AI Corp.PDYN246,531 shares · 0.0% of their software · price −$1.6M$1.4M+$2.4M
- Ibotta, Inc.IBTA32,659 shares · 0.0% of their software · price −$747K$1.4MFlat
- AppianAPPN45,848 shares · 0.0% of their software$1.3MFlat
- Blend Labs, Inc.BLND369,952 shares · 0.0% of their software$1.2M−$1.3M
- Cerence Inc.CRNC155,980 shares · 0.0% of their software$1.2M−$1.2M
- Grab Holdings LimitedGRAB271,833 shares · 0.0% of their software$1.2MFlat
- NCR Atleos CorporationNATL44,208 shares · 0.0% of their software$1.2MFlat
- Ribbon Communications Inc.RBBN295,428 shares · 0.0% of their software$1.2MNew · +$1.2M
- Immersion CorporationIMMR149,481 shares · 0.0% of their software$1.1MFlat
- BoxBOX36,696 shares · 0.0% of their software$1.1M−$7.2M
- Alarm.com Holdings, Inc.ALRM19,819 shares · 0.0% of their software$1.1MFlat
- Sprout SocialSPT49,082 shares · 0.0% of their software$1.1MFlat
- Dave Inc.DAVE13,055 shares · 0.0% of their software$1.1MFlat
- BrazeBRZE29,483 shares · 0.0% of their software$1.1MFlat
- NextNav Inc.NN85,950 shares · 0.0% of their software$1.0M+$1.1M
- Health CatalystHCAT210,431 shares · 0.0% of their software · price −$534K$953K−$556K
- A10 Networks, Inc.ATEN47,624 shares · 0.0% of their software$778KNew · +$876K
- BackblazeBLZE153,693 shares · 0.0% of their software$742K−$693K
- Consensus Cloud Solutions, Inc.CCSI29,113 shares · 0.0% of their software$672KFlat
- Rackspace Technology, Inc.RXT384,910 shares · 0.0% of their software$650KFlat
- PagSeguro Digital Ltd.PAGS85,191 shares · 0.0% of their software$650KFlat
- BlackBerry LimitedBB166,335 shares · 0.0% of their software$627KFlat
- EverCommerceEVCM59,500 shares · 0.0% of their software$600KFlat
- AsanaASAN40,257 shares · 0.0% of their software$587K−$536K
- UnityU28,828 shares · 0.0% of their software$565K−$504K
- Xperi Inc.XPER70,294 shares · 0.0% of their software$543KFlat
- VTEXVTEX90,088 shares · 0.0% of their software$457KFlat
- Red Violet, Inc.RDVT12,131 shares · 0.0% of their software$456KNew · Flat
- Gorilla Technology Group Inc.GRRR14,530 shares · 0.0% of their software$430KNew · Flat
- AudioEye, Inc.AEYE38,369 shares · 0.0% of their software$426KFlat
- SchrödingerSDGR20,782 shares · 0.0% of their software$410KFlat
- CoreWeave, Inc.CRWV10,364 shares · 0.0% of their software$384KNew · Flat
- LiveRamp Holdings, Inc.RAMP13,936 shares · 0.0% of their software$364KFlat
- PhreesiaPHR13,674 shares · 0.0% of their software$350KFlat
- Arqit Quantum Inc.ARQQ20,575 shares · 0.0% of their software · price −$514K$285KNew · +$799K
- ReposiTrak, Inc.TRAK13,679 shares · 0.0% of their software$277KNew · Flat
- GigaCloud Technology Inc.GCT14,773 shares · 0.0% of their software$210KFlat
- Karooooo Ltd.KARO4,785 shares · 0.0% of their software$204KFlat
- Digital TurbineAPPS72,094 shares · 0.0% of their software$196KNew · Flat
- StoneCo Ltd.STNE17,647 shares · 0.0% of their software$185KFlat
- SprinklrCXM13,600 shares · 0.0% of their software$114KNew · Flat
- Airship AI Holdings, Inc.AISP25,175 shares · 0.0% of their software$97KNew · Flat
- VirTra, Inc.VTSI17,513 shares · 0.0% of their software$71KFlat
- CS Disco, Inc.LAW10,000 shares · 0.0% of their software$41KFlat
- Creative Realities, Inc.CREX16,104 shares · 0.0% of their software$31KFlat
- Datavault AI Inc.DVLT27,647 shares · 0.0% of their software$23KFlat