Generalist · ST. Petersburg, FL
Raymond James Financial
Q3 2025 · compared with Q2 2025
Filed as Raymond James Financial INC
- Software
- $20.0B
- Weight of 13F
- 6.5%
- Names
- 197
- Net bought
- −$377M
Filed 14 November 2025 · SEC filing.
Call exposure on these names is $648K across 1 line. Calls are not in the stock total.
4,796 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
- MicrosoftMSFT17,105,457 shares · 44.3% of their software · price +$351M$8.9BFlat
- OracleORCL4,587,480 shares · 6.4% of their software · price +$287M$1.3B−$133M
- SalesforceCRM3,891,552 shares · 4.6% of their software · price −$139M$922M+$35.5M
- PalantirPLTR3,618,655 shares · 3.3% of their software · price +$167M$660M−$26.3M
- Palo Alto NetworksPANW2,238,686 shares · 2.3% of their software · price −$2.3M$456M+$24.9M
- Uber Technologies, Inc.UBER4,531,398 shares · 2.2% of their software · price +$21.2M$444M+$16.7M
- ServiceNowNOW409,424 shares · 1.9% of their software · price −$44.1M$377MFlat
- ShopifySHOP2,311,750 shares · 1.7% of their software · price +$76.9M$344M+$7.2M
- Automatic Data Processing, Inc.ADP1,168,807 shares · 1.7% of their software · price −$17.4M$343MFlat
- Fiserv, Inc.FISV2,378,740 shares · 1.5% of their software · price −$103M$307M−$47.4M
- CrowdStrikeCRWD595,832 shares · 1.5% of their software · price −$11.3M$292M+$6.1M
- CadenceCDNS690,817 shares · 1.2% of their software · price +$29.8M$243M+$24.9M
- IntuitINTU354,365 shares · 1.2% of their software · price −$37.1M$242M−$56.5M
- CloudflareNET1,095,528 shares · 1.2% of their software · price +$20.6M$235M−$17.1M
- SynopsysSNPS467,888 shares · 1.2% of their software · price −$9.0M$231M+$23.7M
- AppLovinAPP312,804 shares · 1.1% of their software · price +$115M$225M+$2.5M
- DatadogDDOG1,329,324 shares · 0.9% of their software · price +$10.7M$189M−$5.3M
- AdobeADBE493,795 shares · 0.9% of their software · price −$16.9M$174M−$12.4M
- VeevaVEEV513,868 shares · 0.8% of their software · price +$5.1M$153M+$27.0M
- Roper Technologies, Inc.ROP296,019 shares · 0.7% of their software · price −$20.2M$148M+$2.4M
- WorkdayWDAY596,817 shares · 0.7% of their software$144M−$45.6M
- TrimbleTRMB1,646,161 shares · 0.7% of their software · price +$9.3M$134M+$27.5M
- Paychex, Inc.PAYX1,047,244 shares · 0.7% of their software · price −$19.6M$133M−$5.4M
- Tyler TechnologiesTYL244,033 shares · 0.6% of their software · price −$17.0M$128M−$8.2M
- Fair IsaacFICO85,029 shares · 0.6% of their software · price −$28.2M$127M−$22.3M
- PTCPTC626,292 shares · 0.6% of their software · price +$19.2M$127M−$24.1M
- AutodeskADSK385,853 shares · 0.6% of their software · price +$3.1M$123M−$8.0M
- HubSpotHUBS233,474 shares · 0.5% of their software · price −$20.7M$109M−$6.0M
- MongoDBMDB346,419 shares · 0.5% of their software · price +$34.8M$108MFlat
- SnowflakeSNOW476,107 shares · 0.5% of their software · price +$847K$107MFlat
- SAPSAP384,689 shares · 0.5% of their software · price −$14.2M$103M−$2.3M
- ZscalerZS326,665 shares · 0.5% of their software · price −$4.7M$97.9M+$11.2M
- Corpay, Inc.CPAY326,177 shares · 0.5% of their software · price −$14.3M$94.0M−$37.2M
- BroadridgeBR384,949 shares · 0.5% of their software · price −$1.9M$91.7M−$1.8M
- VeriskVRSK360,063 shares · 0.5% of their software · price −$21.6M$90.6M+$11.0M
- Shift4 Payments, Inc.FOUR1,102,028 shares · 0.4% of their software · price −$23.9M$85.3M−$6.5M
- DynatraceDT1,569,590 shares · 0.4% of their software · price −$10.6M$76.0M−$8.1M
- ZoomZM884,640 shares · 0.4% of their software · price +$4.0M$73.0M−$29.2M
- Bentley SystemsBSY1,340,739 shares · 0.3% of their software · price −$3.3M$69.0M−$3.0M
- The Trade DeskTTD1,388,316 shares · 0.3% of their software · price −$31.9M$68.0M−$9.6M
- CoreWeave, Inc.CRWV480,348 shares · 0.3% of their software · price −$12.6M$65.7M+$47.2M
- CoStarCSGP769,369 shares · 0.3% of their software · price +$3.1M$64.9M+$8.6M
- OktaOKTA690,445 shares · 0.3% of their software · price −$5.7M$63.3M−$11.2M
- DoximityDOCS805,012 shares · 0.3% of their software · price +$9.5M$58.9M+$17.2M
- GuidewireGWRE240,078 shares · 0.3% of their software · price −$1.3M$55.2M−$2.3M
- PaycomPAYC262,816 shares · 0.3% of their software · price −$6.1M$54.7M+$2.9M
- NetApp, Inc.NTAP457,239 shares · 0.3% of their software · price +$5.4M$54.2M−$1.1M
- PegasystemsPEGA916,039 shares · 0.3% of their software · price +$3.1M$52.7M+$5.5M
- ServiceTitanTTAN516,781 shares · 0.3% of their software · price −$3.3M$52.1M+$15.7M
- SS&CSSNC573,754 shares · 0.3% of their software · price +$3.4M$50.9M−$11.6M
- JFrogFROG998,994 shares · 0.2% of their software · price +$3.4M$47.3M−$3.9M
- NutanixNTNX615,481 shares · 0.2% of their software · price −$1.3M$45.8M−$52.3M
- Gen DigitalGEN1,577,174 shares · 0.2% of their software · price −$1.6M$44.8M+$568K
- Clearwater AnalyticsCWAN2,407,912 shares · 0.2% of their software$43.4MFlat
- Manhattan AssociatesMANH208,492 shares · 0.2% of their software · price +$1.6M$42.7M−$5.7M
- Check PointCHKP205,808 shares · 0.2% of their software · price −$3.0M$42.6M−$881K
- Amdocs LimitedDOX502,335 shares · 0.2% of their software · price −$4.6M$41.2M−$1.4M
- FactSetFDS143,198 shares · 0.2% of their software · price −$23.0M$41.0M+$2.0M
- FortinetFTNT472,919 shares · 0.2% of their software · price −$10.2M$39.8M−$17.0M
- Block, Inc.XYZ546,298 shares · 0.2% of their software · price +$2.4M$39.5M−$2.7M
- Strategy IncMSTR88,321 shares · 0.1% of their software · price −$7.2M$28.5M−$4.7M
- DocuSignDOCU390,098 shares · 0.1% of their software · price −$2.3M$28.1M−$7.3M
- AvePointAVPT1,852,117 shares · 0.1% of their software · price −$8.0M$27.8M+$10.5M
- Cellebrite DI Ltd.CLBT1,495,885 shares · 0.1% of their software · price +$3.8M$27.7M+$1.3M
- ToastTOST745,500 shares · 0.1% of their software · price −$5.8M$27.2M−$15.8M
- SentinelOneS1,531,182 shares · 0.1% of their software · price −$1.0M$27.0M−$908K
- ProcorePCOR364,257 shares · 0.1% of their software · price +$1.6M$26.6M+$2.2M
- AppFolioAPPF94,084 shares · 0.1% of their software · price +$4.3M$25.9MFlat
- GoDaddyGDDY178,238 shares · 0.1% of their software · price −$7.7M$24.4M−$1.6M
- VaronisVRNS400,296 shares · 0.1% of their software · price +$2.7M$23.0M−$1.5M
- Agilysys, Inc.AGYS214,891 shares · 0.1% of their software · price −$2.0M$22.6M+$1.5M
- BILLBILL378,394 shares · 0.1% of their software · price +$2.5M$20.0M+$5.5M
- TwilioTWLO183,399 shares · 0.1% of their software · price −$4.5M$18.4M−$9.5M
- F5, Inc.FFIV56,708 shares · 0.1% of their software · price +$1.6M$18.3M−$969K
- i3 Verticals, Inc.IIIV536,940 shares · 0.1% of their software · price +$2.7M$17.4M−$1.2M
- monday.comMNDY82,318 shares · 0.1% of their software · price −$9.9M$15.9M−$695K
- AkamaiAKAM202,396 shares · 0.1% of their software · price −$810K$15.3M−$1.2M
- Q2QTWO208,089 shares · 0.1% of their software · price −$4.4M$15.1M−$1.6M
- InterDigital, Inc.IDCC42,539 shares · 0.1% of their software · price +$5.1M$14.7MFlat
- CCC Intelligent Solutions Holdings Inc.CCC1,597,535 shares · 0.1% of their software$14.6MFlat
- BlackLineBL253,635 shares · 0.1% of their software · price −$893K$13.5M−$1.1M
- WEX Inc.WEX83,898 shares · 0.1% of their software · price +$893K$13.2M−$534K
- VeriSign, Inc.VRSN44,369 shares · 0.1% of their software$12.4MFlat
- DescartesDSGX115,829 shares · 0.1% of their software · price −$859K$10.9M+$603K
- CommvaultCVLT56,406 shares · 0.1% of their software · price +$815K$10.6M−$814K
- Global-EGLBE288,037 shares · 0.1% of their software · price +$639K$10.3M+$2.6M
- PaylocityPCTY58,542 shares · 0.0% of their software · price −$1.3M$9.3MFlat
- CertaraCERT732,101 shares · 0.0% of their software$8.9M+$4.8M
- ZoomInfoZI809,235 shares · 0.0% of their software$8.8M—
- Euronet Worldwide, Inc.EEFT100,228 shares · 0.0% of their software · price −$1.4M$8.8M−$718K
- GitLabGTLB188,018 shares · 0.0% of their software$8.5M+$2.0M
- SPS CommerceSPSC75,463 shares · 0.0% of their software · price −$2.4M$7.9M+$539K
- AlkamiALKT302,089 shares · 0.0% of their software · price −$1.6M$7.5MFlat
- AtlassianTEAM46,575 shares · 0.0% of their software · price −$2.0M$7.4M−$5.9M
- MagniteMGNI310,653 shares · 0.0% of their software · price −$727K$6.8M−$2.0M
- WixWIX37,292 shares · 0.0% of their software · price +$715K$6.6M−$1.5M
- ePlus inc.PLUS90,369 shares · 0.0% of their software$6.4MFlat
- SamsaraIOT169,858 shares · 0.0% of their software$6.3M+$4.7M
- Clear Secure, Inc.YOU184,275 shares · 0.0% of their software · price +$1.0M$6.2M+$721K
- nCinoNCNO220,224 shares · 0.0% of their software$6.0M−$2.4M
- Rubrik, Inc.RBRK69,427 shares · 0.0% of their software · price −$510K$5.7M−$16.5M
- SoundHound AI, Inc.SOUN336,371 shares · 0.0% of their software · price +$1.8M$5.4MFlat
- Lyft, Inc.LYFT240,392 shares · 0.0% of their software · price +$1.5M$5.3MFlat
- WaystarWAY137,543 shares · 0.0% of their software$5.2MFlat
- EVERTEC, Inc.EVTC141,314 shares · 0.0% of their software$4.8MFlat
- BlackbaudBLKB74,206 shares · 0.0% of their software$4.8M+$1.3M
- SailPointSAIL215,936 shares · 0.0% of their software$4.8M+$1.0M
- OpenTextOTEX118,067 shares · 0.0% of their software · price +$966K$4.4MFlat
- WorkivaWK49,065 shares · 0.0% of their software · price +$865K$4.2MFlat
- ACI WorldwideACIW79,084 shares · 0.0% of their software · price +$543K$4.2MFlat
- NICENICE27,271 shares · 0.0% of their software · price −$658K$3.9M−$3.3M
- OneSpan Inc.OSPN247,164 shares · 0.0% of their software$3.9M+$847K
- PowerFleet, Inc.AIOT728,058 shares · 0.0% of their software · price +$677K$3.8MFlat
- UiPathPATH280,706 shares · 0.0% of their software$3.8MFlat
- Upbound Group, Inc.UPBD157,297 shares · 0.0% of their software$3.7MFlat
- Palladyne AI Corp.PDYN412,586 shares · 0.0% of their software$3.5M+$1.8M
- Zeta GlobalZETA175,449 shares · 0.0% of their software · price +$768K$3.5MFlat
- DuolingoDUOL10,750 shares · 0.0% of their software · price −$948K$3.5M−$3.7M
- ProgressPRGS75,307 shares · 0.0% of their software · price −$1.5M$3.3M−$3.4M
- Arqit Quantum Inc.ARQQ84,713 shares · 0.0% of their software$3.3M+$1.5M
- QualysQLYS24,235 shares · 0.0% of their software$3.2MFlat
- FlywireFLYW229,690 shares · 0.0% of their software$3.1MFlat
- MorningstarMORN13,361 shares · 0.0% of their software · price −$1.1M$3.1M−$15.0M
- RingCentralRNG108,173 shares · 0.0% of their software$3.1M−$1.8M
- Adeia Inc.ADEA166,137 shares · 0.0% of their software$2.8MFlat
- PaymentusPAY89,632 shares · 0.0% of their software$2.7M+$1.1M
- AmplitudeAMPL252,744 shares · 0.0% of their software$2.7MFlat
- Grab Holdings LimitedGRAB448,544 shares · 0.0% of their software$2.7M+$1.4M
- DigitalOceanDOCN75,758 shares · 0.0% of their software$2.6MFlat
- Rapid7RPD129,657 shares · 0.0% of their software · price −$568K$2.4M−$744K
- Digital TurbineAPPS357,785 shares · 0.0% of their software$2.3M+$877K
- MNTN, Inc.MNTN123,332 shares · 0.0% of their software$2.3M+$586K
- DropboxDBX72,748 shares · 0.0% of their software$2.2MFlat
- Core Scientific, Inc.CORZ114,861 shares · 0.0% of their software$2.1M+$1.0M
- TeradataTDC93,617 shares · 0.0% of their software$2.0M−$540K
- Cerence Inc.CRNC153,038 shares · 0.0% of their software$1.9MFlat
- PagerDutyPD107,887 shares · 0.0% of their software$1.8MFlat
- KlaviyoKVYO63,579 shares · 0.0% of their software$1.8M−$21.4M
- UnityU43,764 shares · 0.0% of their software · price +$693K$1.8MFlat
- NCR Atleos CorporationNATL44,305 shares · 0.0% of their software$1.7MFlat
- Alight, Inc.ALIT518,670 shares · 0.0% of their software · price −$1.2M$1.7MFlat
- YextYEXT193,394 shares · 0.0% of their software$1.6MFlat
- Intapp, Inc.INTA39,909 shares · 0.0% of their software$1.6MFlat
- Mitek Systems, Inc.MITK164,816 shares · 0.0% of their software$1.6MFlat
- TenableTENB54,968 shares · 0.0% of their software$1.6M−$1.8M
- Karooooo Ltd.KARO27,631 shares · 0.0% of their software$1.6M+$1.3M
- NextNav Inc.NN108,500 shares · 0.0% of their software$1.6M−$550K
- ElasticESTC17,889 shares · 0.0% of their software$1.5MFlat
- BrazeBRZE52,688 shares · 0.0% of their software$1.5MFlat
- DLocal LimitedDLO96,987 shares · 0.0% of their software$1.4MFlat
- Figma, Inc.FIG25,776 shares · 0.0% of their software$1.3MNew · +$1.3M
- Ribbon Communications Inc.RBBN348,802 shares · 0.0% of their software$1.3MFlat
- BoxBOX40,507 shares · 0.0% of their software$1.3MFlat
- Viant Technology Inc.DSP146,582 shares · 0.0% of their software · price −$674K$1.3MFlat
- Immersion CorporationIMMR169,496 shares · 0.0% of their software$1.2MFlat
- Alarm.com Holdings, Inc.ALRM23,059 shares · 0.0% of their software$1.2MFlat
- AppianAPPN39,635 shares · 0.0% of their software$1.2MFlat
- BackblazeBLZE129,574 shares · 0.0% of their software$1.2MFlat
- FreshworksFRSH97,543 shares · 0.0% of their software$1.1M−$18.2M
- Pagaya Technologies Ltd.PGY36,780 shares · 0.0% of their software$1.1MFlat
- Consensus Cloud Solutions, Inc.CCSI33,555 shares · 0.0% of their software$986KFlat
- Five9FIVN38,974 shares · 0.0% of their software$943K−$10.4M
- Life360, Inc.LIF8,494 shares · 0.0% of their software$903KFlat
- PDF Solutions, Inc.PDFS33,776 shares · 0.0% of their software$872KFlat
- C3.aiAI47,940 shares · 0.0% of their software$831K−$812K
- A10 Networks, Inc.ATEN43,032 shares · 0.0% of their software$781K−$649K
- Aeva Technologies, Inc.AEVA52,411 shares · 0.0% of their software · price −$1.2M$760K−$531K
- BullishBLSH11,548 shares · 0.0% of their software$735KNew · +$735K
- Donnelley Financial Solutions, Inc.DFIN14,020 shares · 0.0% of their software$721K−$5.4M
- Red Violet, Inc.RDVT12,684 shares · 0.0% of their software$663KFlat
- EverCommerceEVCM58,000 shares · 0.0% of their software$646KFlat
- Blaize Holdings, Inc.BZAI186,395 shares · 0.0% of their software$643K+$555K
- BlackBerry LimitedBB128,998 shares · 0.0% of their software$630KFlat
- Rackspace Technology, Inc.RXT443,082 shares · 0.0% of their software$625KFlat
- PhreesiaPHR23,920 shares · 0.0% of their software$563KFlat
- Xperi Inc.XPER80,819 shares · 0.0% of their software$524KFlat
- Sprout SocialSPT37,923 shares · 0.0% of their software$490KFlat
- StoneCo Ltd.STNE24,102 shares · 0.0% of their software$456KFlat
- VTEXVTEX101,055 shares · 0.0% of their software$443KFlat
- FastlyFSLY51,678 shares · 0.0% of their software$442K−$1.8M
- SchrödingerSDGR18,778 shares · 0.0% of their software$377KFlat
- AsanaASAN25,099 shares · 0.0% of their software$335KFlat
- Blend Labs, Inc.BLND88,859 shares · 0.0% of their software$324K−$1.1M
- Dave Inc.DAVE1,500 shares · 0.0% of their software$299K−$5.5M
- ReposiTrak, Inc.TRAK17,359 shares · 0.0% of their software$257KFlat
- Gorilla Technology Group Inc.GRRR10,682 shares · 0.0% of their software$197KFlat
- BTQ Technologies Corp.BTQ27,832 shares · 0.0% of their software$193KNew · Flat
- Rezolve AI PLCRZLV30,600 shares · 0.0% of their software$152KNew · Flat
- CourseraCOUR11,909 shares · 0.0% of their software$139KFlat
- PagSeguro Digital Ltd.PAGS12,872 shares · 0.0% of their software$129KFlat
- VirTra, Inc.VTSI16,913 shares · 0.0% of their software$89KFlat
- Datavault AI Inc.DVLT65,475 shares · 0.0% of their software$71KFlat
- AI Financial CorporationAIFC19,992 shares · 0.0% of their software$54KFlat
- Health In Tech, Inc.HIT14,079 shares · 0.0% of their software$45KNew · Flat
- Creative Realities, Inc.CREX14,604 shares · 0.0% of their software$33KFlat
- Health CatalystHCAT10,550 shares · 0.0% of their software$30KFlat
- Rekor Systems, Inc.REKR15,099 shares · 0.0% of their software$24KFlat