Generalist · ST. Petersburg, FL
Raymond James Financial
Q4 2025 · compared with Q3 2025
Filed as Raymond James Financial INC
- Software
- $17.9B
- Weight of 13F
- 5.6%
- Names
- 200
- Net bought
- +$873M
Filed 18 February 2026 · SEC filing.
Call exposure on these names is $1.5M across 3 lines. Calls are not in the stock total.
4,960 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
- MicrosoftMSFT17,255,907 shares · 46.7% of their software · price −$592M$8.3BFlat
- SalesforceCRM3,730,824 shares · 5.5% of their software · price +$104M$988M−$38.1M
- OracleORCL4,741,734 shares · 5.2% of their software · price −$409M$925M+$43.4M
- PalantirPLTR3,591,912 shares · 3.6% of their software · price −$16.8M$639MFlat
- Palo Alto NetworksPANW2,322,135 shares · 2.4% of their software · price −$45.1M$428M+$17.0M
- ShopifySHOP2,235,961 shares · 2.0% of their software · price +$27.6M$360M−$11.3M
- Uber Technologies, Inc.UBER4,200,228 shares · 1.9% of their software · price −$68.3M$343M−$32.4M
- Automatic Data Processing, Inc.ADP1,193,757 shares · 1.7% of their software · price −$43.3M$307M+$7.3M
- ServiceNowNOW1,935,884 shares · 1.7% of their software · price −$1.5B$297M+$1.4B
- CrowdStrikeCRWD611,262 shares · 1.6% of their software · price −$13.2M$287M+$7.6M
- CadenceCDNS711,292 shares · 1.2% of their software · price −$27.5M$222M+$7.2M
- IntuitINTU327,806 shares · 1.2% of their software · price −$6.7M$217M−$18.1M
- CloudflareNET1,030,550 shares · 1.1% of their software · price −$18.0M$205M−$13.9M
- SynopsysSNPS423,696 shares · 1.1% of their software · price −$10.0M$199M−$21.8M
- AppLovinAPP257,111 shares · 1.0% of their software · price −$11.5M$173M−$40.0M
- DatadogDDOG1,237,391 shares · 0.9% of their software · price −$7.9M$169M−$13.1M
- AdobeADBE480,575 shares · 0.9% of their software · price −$1.3M$168M−$4.7M
- Paychex, Inc.PAYX1,315,448 shares · 0.8% of their software · price −$19.2M$148M+$34.0M
- MongoDBMDB298,404 shares · 0.7% of their software · price +$32.6M$125M−$14.9M
- AutodeskADSK401,462 shares · 0.7% of their software · price −$8.7M$119M+$5.0M
- TrimbleTRMB1,474,138 shares · 0.7% of their software · price −$4.9M$117M−$14.0M
- VeriskVRSK517,911 shares · 0.6% of their software · price −$14.4M$116M+$39.7M
- VeevaVEEV513,930 shares · 0.6% of their software · price −$38.4M$115MFlat
- Fair IsaacFICO65,447 shares · 0.6% of their software · price +$12.7M$114M−$29.3M
- SnowflakeSNOW494,012 shares · 0.6% of their software · price −$3.1M$108M+$4.0M
- WorkdayWDAY499,891 shares · 0.6% of their software · price −$13.0M$107M−$23.3M
- Roper Technologies, Inc.ROP236,645 shares · 0.6% of their software · price −$12.7M$105M−$29.6M
- PTCPTC586,207 shares · 0.6% of their software · price −$16.9M$103M−$8.1M
- Tyler TechnologiesTYL217,898 shares · 0.6% of their software · price −$15.1M$99.7M−$13.7M
- Corpay, Inc.CPAY301,789 shares · 0.5% of their software · price +$3.9M$91.9M−$7.0M
- Fiserv, Inc.FISV1,298,156 shares · 0.5% of their software · price −$80.2M$87.2M−$139M
- SAPSAP356,710 shares · 0.5% of their software · price −$8.7M$86.7M−$7.5M
- BroadridgeBR376,527 shares · 0.5% of their software · price −$5.6M$84.0M−$2.0M
- ZoomZM952,091 shares · 0.5% of their software · price +$3.6M$82.2M+$5.6M
- ServiceTitanTTAN678,984 shares · 0.4% of their software · price +$3.8M$72.3M+$16.4M
- ZscalerZS300,163 shares · 0.4% of their software · price −$22.4M$68.1M−$7.9M
- Shift4 Payments, Inc.FOUR986,093 shares · 0.4% of their software · price −$14.2M$63.0M−$9.0M
- OktaOKTA696,705 shares · 0.3% of their software · price −$3.6M$60.6MFlat
- HubSpotHUBS146,920 shares · 0.3% of their software · price −$9.8M$59.4M−$40.5M
- DynatraceDT1,324,690 shares · 0.3% of their software · price −$6.8M$58.3M−$11.9M
- SS&CSSNC574,125 shares · 0.3% of their software · price −$769K$50.2MFlat
- NetApp, Inc.NTAP461,342 shares · 0.3% of their software · price −$5.2M$49.4MFlat
- Clearwater AnalyticsCWAN1,956,942 shares · 0.3% of their software$47.2M—
- GuidewireGWRE231,589 shares · 0.3% of their software · price −$6.7M$46.6M−$2.0M
- JFrogFROG717,317 shares · 0.3% of their software · price +$10.9M$46.3M−$13.3M
- Bentley SystemsBSY1,104,437 shares · 0.2% of their software · price −$14.7M$42.2M−$12.2M
- PegasystemsPEGA686,081 shares · 0.2% of their software · price +$1.5M$41.6M−$13.2M
- The Trade DeskTTD1,079,084 shares · 0.2% of their software · price −$11.9M$41.1M−$15.2M
- Block, Inc.XYZ610,343 shares · 0.2% of their software · price −$4.4M$39.7M+$4.6M
- Check PointCHKP208,170 shares · 0.2% of their software · price −$4.4M$38.6MFlat
- Gen DigitalGEN1,397,372 shares · 0.2% of their software · price −$1.7M$38.0M−$5.1M
- FactSetFDS123,811 shares · 0.2% of their software$35.9M−$5.6M
- Amdocs LimitedDOX442,176 shares · 0.2% of their software · price −$681K$35.6M−$4.9M
- PaycomPAYC215,430 shares · 0.2% of their software · price −$10.5M$34.3M−$9.9M
- CoStarCSGP509,367 shares · 0.2% of their software · price −$8.7M$34.2M−$21.9M
- FortinetFTNT419,231 shares · 0.2% of their software · price −$2.0M$33.3M−$4.5M
- DoximityDOCS724,904 shares · 0.2% of their software · price −$20.9M$32.3M−$5.9M
- ToastTOST807,291 shares · 0.2% of their software · price −$807K$28.7M+$2.3M
- Manhattan AssociatesMANH161,979 shares · 0.2% of their software · price −$5.1M$28.1M−$9.5M
- Cellebrite DI Ltd.CLBT1,453,096 shares · 0.1% of their software · price −$727K$26.1M−$793K
- ProcorePCOR338,665 shares · 0.1% of their software$24.8M−$1.9M
- Agilysys, Inc.AGYS207,358 shares · 0.1% of their software · price +$2.8M$24.7M−$793K
- DocuSignDOCU348,276 shares · 0.1% of their software · price −$1.3M$23.8M−$3.0M
- GoDaddyGDDY189,694 shares · 0.1% of their software · price −$2.4M$23.5M+$1.6M
- AppFolioAPPF97,919 shares · 0.1% of their software · price −$4.2M$23.0M+$1.1M
- AvePointAVPT1,634,577 shares · 0.1% of their software · price −$1.8M$22.8M−$3.3M
- CoreWeave, Inc.CRWV292,024 shares · 0.1% of their software · price −$19.1M$20.9M−$25.8M
- BILLBILL370,253 shares · 0.1% of their software · price +$581K$20.4MFlat
- SentinelOneS1,211,442 shares · 0.1% of their software · price −$3.2M$18.2M−$5.6M
- AkamaiAKAM205,684 shares · 0.1% of their software · price +$2.4M$17.9MFlat
- TwilioTWLO124,230 shares · 0.1% of their software · price +$5.2M$17.7M−$5.9M
- nCinoNCNO632,771 shares · 0.1% of their software · price −$930K$16.2M+$11.2M
- InterDigital, Inc.IDCC43,939 shares · 0.1% of their software · price −$1.2M$14.0MFlat
- i3 Verticals, Inc.IIIV514,395 shares · 0.1% of their software · price −$3.7M$13.3M−$732K
- Strategy IncMSTR86,091 shares · 0.1% of their software · price −$14.7M$13.1M−$719K
- Global-EGLBE300,544 shares · 0.1% of their software · price +$1.1M$11.8MFlat
- BlackLineBL199,860 shares · 0.1% of their software$11.3M−$2.9M
- WEX Inc.WEX74,343 shares · 0.1% of their software · price −$636K$11.1M−$1.5M
- AtlassianTEAM67,828 shares · 0.1% of their software$11.0M+$3.4M
- Q2QTWO151,034 shares · 0.1% of their software$10.9M−$4.1M
- VaronisVRNS308,719 shares · 0.1% of their software · price −$7.6M$10.2M−$5.3M
- SamsaraIOT282,448 shares · 0.1% of their software · price −$508K$10.0M+$4.2M
- CCC Intelligent Solutions Holdings Inc.CCC1,196,169 shares · 0.1% of their software · price −$1.4M$9.5M−$3.7M
- DescartesDSGX108,136 shares · 0.1% of their software · price −$710K$9.5M−$725K
- monday.comMNDY63,530 shares · 0.1% of their software · price −$2.9M$9.3M−$3.6M
- F5, Inc.FFIV33,842 shares · 0.0% of their software · price −$2.3M$8.6M−$7.4M
- CertaraCERT936,154 shares · 0.0% of their software · price −$3.2M$8.2M+$2.5M
- ZoomInfoZI776,599 shares · 0.0% of their software$7.8M—
- ePlus inc.PLUS85,294 shares · 0.0% of their software · price +$1.4M$7.5MFlat
- MorningstarMORN30,778 shares · 0.0% of their software$6.7M+$4.0M
- PaylocityPCTY40,975 shares · 0.0% of their software$6.2M−$2.8M
- Rubrik, Inc.RBRK80,920 shares · 0.0% of their software$6.2M+$945K
- WixWIX59,549 shares · 0.0% of their software · price −$4.4M$6.2M+$4.0M
- VeriSign, Inc.VRSN24,990 shares · 0.0% of their software · price −$915K$6.1M−$5.4M
- Euronet Worldwide, Inc.EEFT75,082 shares · 0.0% of their software · price −$878K$5.7M−$2.2M
- Clear Secure, Inc.YOU159,525 shares · 0.0% of their software$5.6M−$826K
- UiPathPATH317,100 shares · 0.0% of their software · price +$954K$5.2MFlat
- MagniteMGNI297,716 shares · 0.0% of their software · price −$1.7M$4.8MFlat
- CommvaultCVLT37,934 shares · 0.0% of their software · price −$2.4M$4.8M−$3.5M
- WaystarWAY138,646 shares · 0.0% of their software · price −$717K$4.5MFlat
- BlackbaudBLKB71,672 shares · 0.0% of their software$4.5MFlat
- Lyft, Inc.LYFT233,400 shares · 0.0% of their software · price −$616K$4.5MFlat
- ACI WorldwideACIW93,758 shares · 0.0% of their software$4.5M+$774K
- NutanixNTNX86,678 shares · 0.0% of their software · price −$2.0M$4.5M−$39.3M
- Palladyne AI Corp.PDYN992,306 shares · 0.0% of their software · price −$4.3M$4.2M+$5.0M
- DigitalOceanDOCN85,261 shares · 0.0% of their software · price +$1.2M$4.1MFlat
- SoundHound AI, Inc.SOUN401,626 shares · 0.0% of their software · price −$2.5M$4.0M+$1.0M
- WorkivaWK46,284 shares · 0.0% of their software$4.0MFlat
- SailPointSAIL187,456 shares · 0.0% of their software$3.8M−$629K
- SPS CommerceSPSC40,442 shares · 0.0% of their software · price −$607K$3.6M−$3.6M
- PowerFleet, Inc.AIOT676,083 shares · 0.0% of their software$3.6MFlat
- TeradataTDC114,578 shares · 0.0% of their software · price +$1.0M$3.5MFlat
- ProgressPRGS72,386 shares · 0.0% of their software$3.1MFlat
- Zeta GlobalZETA150,608 shares · 0.0% of their software$3.1MFlat
- QualysQLYS22,435 shares · 0.0% of their software$3.0MFlat
- BrazeBRZE86,415 shares · 0.0% of their software · price +$506K$3.0M+$959K
- OpenTextOTEX89,757 shares · 0.0% of their software$2.9M−$1.1M
- FlywireFLYW199,468 shares · 0.0% of their software$2.8MFlat
- PaymentusPAY87,311 shares · 0.0% of their software$2.8MFlat
- GitLabGTLB73,065 shares · 0.0% of their software · price −$552K$2.7M−$5.2M
- RingCentralRNG93,445 shares · 0.0% of their software$2.7MFlat
- EVERTEC, Inc.EVTC86,857 shares · 0.0% of their software$2.5M−$1.8M
- Adeia Inc.ADEA139,413 shares · 0.0% of their software$2.4MFlat
- ElasticESTC31,070 shares · 0.0% of their software$2.3M+$1.1M
- DropboxDBX80,757 shares · 0.0% of their software$2.2MFlat
- NICENICE18,805 shares · 0.0% of their software · price −$597K$2.1M−$1.2M
- OneSpan Inc.OSPN162,682 shares · 0.0% of their software$2.1M−$1.3M
- KlaviyoKVYO62,260 shares · 0.0% of their software$2.0MFlat
- Grab Holdings LimitedGRAB392,960 shares · 0.0% of their software$2.0MFlat
- Upbound Group, Inc.UPBD105,158 shares · 0.0% of their software · price −$638K$1.8M−$1.2M
- Cerence Inc.CRNC169,865 shares · 0.0% of their software$1.8MFlat
- Viant Technology Inc.DSP146,507 shares · 0.0% of their software$1.8MFlat
- Mitek Systems, Inc.MITK162,521 shares · 0.0% of their software$1.7MFlat
- Intapp, Inc.INTA36,657 shares · 0.0% of their software$1.7MFlat
- Rapid7RPD109,270 shares · 0.0% of their software$1.7MFlat
- NCR Atleos CorporationNATL40,628 shares · 0.0% of their software$1.5MFlat
- Core Scientific, Inc.CORZ103,429 shares · 0.0% of their software$1.5MFlat
- Digital TurbineAPPS300,483 shares · 0.0% of their software$1.5MFlat
- AppianAPPN40,588 shares · 0.0% of their software$1.4MFlat
- NextNav Inc.NN84,557 shares · 0.0% of their software$1.4MFlat
- PDF Solutions, Inc.PDFS48,548 shares · 0.0% of their software$1.4MFlat
- Arqit Quantum Inc.ARQQ63,253 shares · 0.0% of their software · price −$1.1M$1.4M−$832K
- Figma, Inc.FIG36,517 shares · 0.0% of their software · price −$529K$1.4M+$557K
- A10 Networks, Inc.ATEN71,399 shares · 0.0% of their software$1.3M+$515K
- DuolingoDUOL6,975 shares · 0.0% of their software · price −$1.0M$1.2M−$1.2M
- FreshworksFRSH97,785 shares · 0.0% of their software$1.2MFlat
- Alarm.com Holdings, Inc.ALRM23,120 shares · 0.0% of their software$1.2MFlat
- BoxBOX39,369 shares · 0.0% of their software$1.2MFlat
- TenableTENB48,975 shares · 0.0% of their software$1.2MFlat
- AlkamiALKT49,314 shares · 0.0% of their software$1.1M−$6.3M
- LiveRamp Holdings, Inc.RAMP34,255 shares · 0.0% of their software$1.0MNew · +$930K
- MNTN, Inc.MNTN81,792 shares · 0.0% of their software · price −$541K$977K−$771K
- AmplitudeAMPL83,916 shares · 0.0% of their software$972K−$1.8M
- DLocal LimitedDLO66,535 shares · 0.0% of their software$941KFlat
- PagerDutyPD71,450 shares · 0.0% of their software$937K−$602K
- Pagaya Technologies Ltd.PGY43,100 shares · 0.0% of their software$901KFlat
- Consensus Cloud Solutions, Inc.CCSI38,888 shares · 0.0% of their software$849KFlat
- VTEXVTEX220,325 shares · 0.0% of their software$828K+$522K
- Red Violet, Inc.RDVT14,302 shares · 0.0% of their software$814KFlat
- Alight, Inc.ALIT408,275 shares · 0.0% of their software · price −$535K$796KFlat
- GigaCloud Technology Inc.GCT19,442 shares · 0.0% of their software$764KNew · +$552K
- Five9FIVN37,561 shares · 0.0% of their software$753KFlat
- Donnelley Financial Solutions, Inc.DFIN14,869 shares · 0.0% of their software$694KFlat
- BackblazeBLZE125,384 shares · 0.0% of their software · price −$579K$584KFlat
- C3.aiAI40,395 shares · 0.0% of their software$545KFlat
- BlackBerry LimitedBB134,752 shares · 0.0% of their software$511KFlat
- EverCommerceEVCM42,000 shares · 0.0% of their software$509KFlat
- FastlyFSLY45,026 shares · 0.0% of their software$458KFlat
- DoubleVerifyDV39,972 shares · 0.0% of their software$457KNew · Flat
- Xperi Inc.XPER75,960 shares · 0.0% of their software$445KFlat
- UnityU10,024 shares · 0.0% of their software$443K−$1.4M
- Dave Inc.DAVE1,957 shares · 0.0% of their software$433KFlat
- Blaize Holdings, Inc.BZAI221,281 shares · 0.0% of their software$431KFlat
- Diebold Nixdorf, IncorporatedDBD6,036 shares · 0.0% of their software$410KNew · Flat
- Chime Financial, Inc.CHYM15,926 shares · 0.0% of their software$401KNew · Flat
- YextYEXT48,885 shares · 0.0% of their software$394K−$1.2M
- eGain CorporationEGAN36,479 shares · 0.0% of their software$375KNew · Flat
- StoneCo Ltd.STNE24,479 shares · 0.0% of their software$362KFlat
- PhreesiaPHR20,042 shares · 0.0% of their software$339KFlat
- Rezolve AI PLCRZLV126,600 shares · 0.0% of their software$325KFlat
- Sprout SocialSPT28,400 shares · 0.0% of their software$320KFlat
- SchrödingerSDGR17,099 shares · 0.0% of their software$306KFlat
- Blend Labs, Inc.BLND82,875 shares · 0.0% of their software$252KFlat
- BTQ Technologies Corp.BTQ49,073 shares · 0.0% of their software$251KFlat
- BullishBLSH5,364 shares · 0.0% of their software$203KFlat
- AsanaASAN12,749 shares · 0.0% of their software$175KFlat
- Corvex, Inc.MOVE20,641 shares · 0.0% of their software$172KNew · Flat
- SemrushSEMR12,782 shares · 0.0% of their software$152KNew
- ReposiTrak, Inc.TRAK11,763 shares · 0.0% of their software$146KFlat
- Veritone, Inc.VERI28,978 shares · 0.0% of their software$135KNew · Flat
- Repay Holdings CorporationRPAY36,349 shares · 0.0% of their software$133KNew · Flat
- Forum Markets, IncorporatedFRMM23,945 shares · 0.0% of their software$117KNew · Flat
- Paysafe LimitedPSFE14,115 shares · 0.0% of their software$114KNew · Flat
- PagSeguro Digital Ltd.PAGS11,267 shares · 0.0% of their software$109KFlat
- Immersion CorporationIMMR13,114 shares · 0.0% of their software$89K−$1.1M
- VirTra, Inc.VTSI16,213 shares · 0.0% of their software$68KFlat
- Datavault AI Inc.DVLT75,869 shares · 0.0% of their software$49KFlat
- AI Financial CorporationAIFC16,992 shares · 0.0% of their software$19KFlat
- Rekor Systems, Inc.REKR13,393 shares · 0.0% of their software$18KFlat
- Rackspace Technology, Inc.RXT13,546 shares · 0.0% of their software$13K−$606K