Generalist · ST. Petersburg, FL
Raymond James Financial
Q1 2026 · compared with Q4 2025
Filed as Raymond James Financial INC
- Software
- $13.8B
- Weight of 13F
- 4.3%
- Names
- 201
- Net bought
- +$51.0M
Call exposure on these names is $4.0M across 8 lines. Calls are not in the stock total.
5,081 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
- MicrosoftMSFT17,738,222 shares · 47.5% of their software · price −$2.0B$6.6B+$233M
- OracleORCL4,988,247 shares · 5.3% of their software · price −$238M$730M+$48.0M
- SalesforceCRM3,584,272 shares · 4.8% of their software · price −$280M$669M−$38.8M
- PalantirPLTR3,546,487 shares · 3.8% of their software · price −$112M$518M−$8.1M
- Palo Alto NetworksPANW2,286,540 shares · 2.7% of their software · price −$54.6M$367M−$6.6M
- Uber Technologies, Inc.UBER4,178,328 shares · 2.2% of their software · price −$40.9M$301MFlat
- ShopifySHOP2,198,319 shares · 1.9% of their software · price −$93.1M$261M−$6.1M
- Automatic Data Processing, Inc.ADP1,199,930 shares · 1.8% of their software · price −$64.9M$244MFlat
- CrowdStrikeCRWD594,092 shares · 1.7% of their software · price −$46.5M$232M−$8.0M
- SynopsysSNPS503,434 shares · 1.4% of their software · price −$36.9M$200M+$37.5M
- CadenceCDNS692,225 shares · 1.4% of their software · price −$24.0M$192M−$6.0M
- CloudflareNET940,847 shares · 1.4% of their software · price +$8.6M$187M−$17.7M
- ServiceNowNOW1,655,912 shares · 1.3% of their software · price −$80.5M$173M−$42.9M
- Paychex, Inc.PAYX1,750,562 shares · 1.2% of their software · price −$35.1M$161M+$48.8M
- DatadogDDOG1,258,362 shares · 1.1% of their software · price −$22.6M$147M+$2.9M
- IntuitINTU331,716 shares · 1.0% of their software · price −$76.3M$143M+$2.6M
- AdobeADBE495,176 shares · 0.9% of their software · price −$52.9M$120M+$5.1M
- VeriskVRSK619,884 shares · 0.9% of their software · price −$21.0M$118M+$22.8M
- AutodeskADSK439,822 shares · 0.8% of their software · price −$24.9M$105M+$11.4M
- AppLovinAPP237,759 shares · 0.7% of their software · price −$65.6M$94.5M−$13.0M
- TrimbleTRMB1,482,164 shares · 0.7% of their software · price −$19.4M$94.1MFlat
- Corpay, Inc.CPAY302,293 shares · 0.6% of their software · price −$3.0M$87.8MFlat
- Tyler TechnologiesTYL246,958 shares · 0.6% of their software · price −$27.6M$84.3M+$13.2M
- Roper Technologies, Inc.ROP228,430 shares · 0.6% of their software · price −$20.8M$80.8M−$3.7M
- MongoDBMDB331,731 shares · 0.6% of their software · price −$58.0M$79.7M+$14.0M
- PTCPTC561,235 shares · 0.6% of their software · price −$17.8M$78.8M−$4.4M
- AkamaiAKAM691,173 shares · 0.6% of their software · price +$19.1M$77.2M+$42.4M
- VeevaVEEV390,324 shares · 0.5% of their software · price −$18.6M$68.6M−$27.6M
- SnowflakeSNOW450,329 shares · 0.5% of their software · price −$30.9M$67.9M−$9.6M
- OktaOKTA852,112 shares · 0.5% of their software · price −$6.6M$65.3M+$13.4M
- BroadridgeBR370,446 shares · 0.4% of their software · price −$22.5M$60.2M−$1.4M
- ZoomZM724,824 shares · 0.4% of their software · price −$4.3M$57.2M−$19.6M
- ServiceTitanTTAN835,917 shares · 0.4% of their software · price −$36.0M$53.0M+$16.7M
- SamsaraIOT1,651,873 shares · 0.4% of their software · price −$6.2M$50.9M+$48.5M
- WorkdayWDAY368,830 shares · 0.3% of their software · price −$31.3M$47.9M−$28.1M
- NetApp, Inc.NTAP461,059 shares · 0.3% of their software · price −$2.2M$47.2MFlat
- SAPSAP246,552 shares · 0.3% of their software · price −$17.7M$42.2M−$26.8M
- Fiserv, Inc.FISV748,802 shares · 0.3% of their software · price −$8.5M$41.8M−$36.9M
- DynatraceDT1,103,738 shares · 0.3% of their software · price −$7.0M$41.0M−$9.6M
- Block, Inc.XYZ678,728 shares · 0.3% of their software · price −$3.3M$40.8M+$4.5M
- ZscalerZS275,725 shares · 0.3% of their software · price −$23.3M$38.0M−$5.5M
- GuidewireGWRE239,924 shares · 0.3% of their software · price −$12.3M$35.9M+$1.7M
- Shift4 Payments, Inc.FOUR800,373 shares · 0.3% of their software · price −$15.4M$34.9M−$11.7M
- FactSetFDS152,029 shares · 0.2% of their software · price −$11.1M$33.0M+$8.2M
- Amdocs LimitedDOX498,738 shares · 0.2% of their software · price −$7.6M$32.5M+$4.6M
- JFrogFROG710,988 shares · 0.2% of their software · price −$11.0M$31.0MFlat
- FortinetFTNT360,898 shares · 0.2% of their software · price +$834K$29.5M−$4.6M
- CoreWeave, Inc.CRWV374,271 shares · 0.2% of their software · price +$2.2M$29.0M+$5.9M
- Gen DigitalGEN1,386,158 shares · 0.2% of their software · price −$11.6M$26.0MFlat
- SS&CSSNC379,857 shares · 0.2% of their software · price −$7.5M$25.7M−$17.0M
- CoStarCSGP628,583 shares · 0.2% of their software · price −$16.9M$25.4M+$8.0M
- The Trade DeskTTD1,146,163 shares · 0.2% of their software · price −$17.5M$25.3M+$2.5M
- DigitalOceanDOCN308,986 shares · 0.2% of their software · price +$11.6M$24.8M+$10.8M
- PaycomPAYC196,687 shares · 0.2% of their software · price −$7.4M$23.9M−$3.0M
- ProcorePCOR405,046 shares · 0.2% of their software · price −$6.4M$22.8M+$4.8M
- PegasystemsPEGA538,963 shares · 0.2% of their software · price −$9.2M$22.7M−$8.8M
- Bentley SystemsBSY645,988 shares · 0.2% of their software · price −$2.0M$22.7M−$17.5M
- Check PointCHKP150,853 shares · 0.2% of their software · price −$6.4M$21.5M−$10.6M
- DescartesDSGX278,162 shares · 0.1% of their software · price −$4.5M$19.8M+$14.9M
- Cellebrite DI Ltd.CLBT1,389,889 shares · 0.1% of their software · price −$5.9M$18.4M−$1.1M
- ToastTOST686,349 shares · 0.1% of their software · price −$6.2M$18.2M−$4.3M
- AppFolioAPPF105,014 shares · 0.1% of their software · price −$7.9M$16.4M+$1.7M
- DoximityDOCS673,554 shares · 0.1% of their software · price −$14.1M$15.9M−$2.3M
- GoDaddyGDDY174,756 shares · 0.1% of their software · price −$7.2M$14.4M−$1.9M
- TwilioTWLO111,613 shares · 0.1% of their software · price −$1.8M$14.0M−$1.8M
- Manhattan AssociatesMANH103,165 shares · 0.1% of their software · price −$4.1M$13.7M−$10.2M
- InterDigital, Inc.IDCC44,270 shares · 0.1% of their software · price −$725K$13.4MFlat
- BILLBILL351,435 shares · 0.1% of their software · price −$5.7M$13.1M−$1.0M
- DocuSignDOCU263,429 shares · 0.1% of their software · price −$5.5M$12.5M−$5.8M
- nCinoNCNO800,305 shares · 0.1% of their software · price −$8.5M$12.0M+$4.3M
- FastlyFSLY448,839 shares · 0.1% of their software · price +$8.5M$11.6M+$4.1M
- i3 Verticals, Inc.IIIV498,250 shares · 0.1% of their software · price −$1.4M$11.4MFlat
- Rubrik, Inc.RBRK234,507 shares · 0.1% of their software · price −$6.5M$11.0M+$11.7M
- Strategy IncMSTR86,654 shares · 0.1% of their software · price −$2.4M$10.8MFlat
- WEX Inc.WEX70,613 shares · 0.1% of their software$10.8M−$556K
- Fair IsaacFICO9,745 shares · 0.1% of their software · price −$6.1M$10.4M−$94.2M
- CommvaultCVLT134,487 shares · 0.1% of their software · price −$6.4M$10.2M+$12.1M
- MorningstarMORN57,363 shares · 0.1% of their software · price −$2.8M$9.7M+$5.8M
- SentinelOneS734,666 shares · 0.1% of their software · price −$1.6M$9.5M−$7.2M
- Global-EGLBE300,774 shares · 0.1% of their software · price −$2.5M$9.3MFlat
- CertaraCERT1,598,659 shares · 0.1% of their software · price −$5.0M$9.1M+$5.8M
- Agilysys, Inc.AGYS122,242 shares · 0.1% of their software · price −$5.8M$8.8M−$10.1M
- VaronisVRNS384,828 shares · 0.1% of their software · price −$4.4M$8.2M+$2.5M
- CCC Intelligent Solutions Holdings Inc.CCC1,354,437 shares · 0.1% of their software · price −$2.6M$8.1M+$1.3M
- HubSpotHUBS31,602 shares · 0.1% of their software · price −$5.0M$7.7M−$46.3M
- Palladyne AI Corp.PDYN1,195,878 shares · 0.1% of their software · price +$2.2M$7.3M+$867K
- Q2QTWO151,901 shares · 0.1% of their software · price −$3.8M$7.2MFlat
- F5, Inc.FFIV23,658 shares · 0.0% of their software · price +$806K$6.8M−$2.6M
- Clear Secure, Inc.YOU134,007 shares · 0.0% of their software · price +$1.8M$6.5M−$895K
- ePlus inc.PLUS86,098 shares · 0.0% of their software · price −$1.1M$6.5MFlat
- VeriSign, Inc.VRSN21,657 shares · 0.0% of their software$5.4M−$810K
- Mitek Systems, Inc.MITK366,127 shares · 0.0% of their software · price +$1.1M$4.9M+$2.1M
- UnityU213,332 shares · 0.0% of their software · price −$4.7M$4.7M+$9.0M
- AtlassianTEAM66,512 shares · 0.0% of their software · price −$6.2M$4.5MFlat
- WixWIX47,394 shares · 0.0% of their software · price −$655K$4.3M−$1.3M
- Lyft, Inc.LYFT308,200 shares · 0.0% of their software · price −$1.9M$4.1M+$1.4M
- FlywireFLYW340,139 shares · 0.0% of their software · price −$857K$4.0M+$2.0M
- ACI WorldwideACIW93,740 shares · 0.0% of their software · price −$637K$3.8MFlat
- UiPathPATH330,641 shares · 0.0% of their software · price −$1.7M$3.7MFlat
- WaystarWAY149,981 shares · 0.0% of their software · price −$1.3M$3.6MFlat
- Euronet Worldwide, Inc.EEFT53,687 shares · 0.0% of their software · price −$523K$3.6M−$1.6M
- MagniteMGNI291,715 shares · 0.0% of their software · price −$1.3M$3.5MFlat
- RingCentralRNG91,345 shares · 0.0% of their software · price +$759K$3.4MFlat
- QualysQLYS36,738 shares · 0.0% of their software · price −$1.7M$3.2M+$1.9M
- TeradataTDC121,492 shares · 0.0% of their software · price −$584K$3.1MFlat
- NutanixNTNX81,832 shares · 0.0% of their software · price −$1.1M$3.1MFlat
- BlackLineBL82,037 shares · 0.0% of their software · price −$1.5M$3.0M−$6.5M
- Adeia Inc.ADEA122,368 shares · 0.0% of their software · price +$830K$2.9MFlat
- Zeta GlobalZETA179,649 shares · 0.0% of their software · price −$796K$2.9M+$591K
- PaymentusPAY112,289 shares · 0.0% of their software · price −$695K$2.9M+$789K
- SailPointSAIL186,915 shares · 0.0% of their software · price −$1.3M$2.5MFlat
- SoundHound AI, Inc.SOUN353,897 shares · 0.0% of their software · price −$1.1M$2.4MFlat
- ElasticESTC48,532 shares · 0.0% of their software · price −$1.2M$2.4M+$1.3M
- PDF Solutions, Inc.PDFS72,357 shares · 0.0% of their software$2.4M+$679K
- AvePointAVPT222,922 shares · 0.0% of their software · price −$976K$2.1M−$19.6M
- Upbound Group, Inc.UPBD115,297 shares · 0.0% of their software$2.1MFlat
- PaylocityPCTY19,137 shares · 0.0% of their software · price −$851K$2.1M−$3.3M
- ProgressPRGS77,013 shares · 0.0% of their software · price −$1.3M$2.0MFlat
- WorkivaWK32,197 shares · 0.0% of their software · price −$857K$1.9M−$1.2M
- Grab Holdings LimitedGRAB507,809 shares · 0.0% of their software · price −$675K$1.9M+$573K
- NCR Atleos CorporationNATL42,486 shares · 0.0% of their software$1.9MFlat
- OneSpan Inc.OSPN163,594 shares · 0.0% of their software$1.7MFlat
- Core Scientific, Inc.CORZ104,573 shares · 0.0% of their software$1.6MFlat
- Viant Technology Inc.DSP139,659 shares · 0.0% of their software$1.6MFlat
- Alarm.com Holdings, Inc.ALRM34,034 shares · 0.0% of their software$1.5M+$557K
- NICENICE12,987 shares · 0.0% of their software$1.4M−$658K
- BrazeBRZE59,681 shares · 0.0% of their software · price −$637K$1.4M−$917K
- Sportradar Group AGSRAD81,287 shares · 0.0% of their software · price −$571K$1.4MNew · +$1.9M
- BlackbaudBLKB33,970 shares · 0.0% of their software · price −$839K$1.3M−$2.4M
- Clearwater AnalyticsCWAN55,417 shares · 0.0% of their software$1.3M—
- NextNav Inc.NN80,514 shares · 0.0% of their software$1.3MFlat
- SPS CommerceSPSC22,616 shares · 0.0% of their software · price −$757K$1.3M−$1.6M
- EVERTEC, Inc.EVTC40,659 shares · 0.0% of their software$1.1M−$1.3M
- AlkamiALKT72,631 shares · 0.0% of their software · price −$537K$1.1M+$538K
- PagSeguro Digital Ltd.PAGS104,105 shares · 0.0% of their software$1.0M+$895K
- Intapp, Inc.INTA39,823 shares · 0.0% of their software · price −$802K$1.0MFlat
- TenableTENB60,032 shares · 0.0% of their software$1.0MFlat
- BoxBOX41,973 shares · 0.0% of their software$992KFlat
- KlaviyoKVYO50,945 shares · 0.0% of their software · price −$663K$991KFlat
- Consensus Cloud Solutions, Inc.CCSI40,027 shares · 0.0% of their software$950KFlat
- AppianAPPN38,338 shares · 0.0% of their software$924KFlat
- PowerFleet, Inc.AIOT296,293 shares · 0.0% of their software · price −$664K$913K−$2.0M
- VTEXVTEX226,608 shares · 0.0% of their software$906KFlat
- A10 Networks, Inc.ATEN37,849 shares · 0.0% of their software$875K−$594K
- MNTN, Inc.MNTN98,457 shares · 0.0% of their software$866KFlat
- FreshworksFRSH107,681 shares · 0.0% of their software$865KFlat
- Digital TurbineAPPS295,655 shares · 0.0% of their software · price −$627K$851KFlat
- Arqit Quantum Inc.ARQQ63,837 shares · 0.0% of their software · price −$551K$846KFlat
- Diebold Nixdorf, IncorporatedDBD11,100 shares · 0.0% of their software$837KFlat
- OpenTextOTEX37,541 shares · 0.0% of their software$835K−$1.7M
- Infleqtion, Inc.INFQ81,801 shares · 0.0% of their software$802KNew · +$802K
- DLocal LimitedDLO60,719 shares · 0.0% of their software$788KFlat
- LiveRamp Holdings, Inc.RAMP28,901 shares · 0.0% of their software$766KFlat
- Donnelley Financial Solutions, Inc.DFIN14,547 shares · 0.0% of their software$686KFlat
- Cerence Inc.CRNC104,512 shares · 0.0% of their software$659K−$699K
- Figma, Inc.FIG25,244 shares · 0.0% of their software$534KFlat
- Pagaya Technologies Ltd.PGY42,419 shares · 0.0% of their software$494KFlat
- EverCommerceEVCM42,000 shares · 0.0% of their software$480KFlat
- Xperi Inc.XPER85,007 shares · 0.0% of their software$476KFlat
- Navan, Inc.NAVN35,740 shares · 0.0% of their software$473KNew · +$610K
- DuolingoDUOL4,751 shares · 0.0% of their software$468KFlat
- Corvex, Inc.MOVE32,843 shares · 0.0% of their software$454KFlat
- Chime Financial, Inc.CHYM24,089 shares · 0.0% of their software$451KFlat
- DropboxDBX19,204 shares · 0.0% of their software$436K−$1.7M
- BlackBerry LimitedBB129,565 shares · 0.0% of their software$420KFlat
- GigaCloud Technology Inc.GCT9,245 shares · 0.0% of their software$420KFlat
- Creative Realities, Inc.CREX110,432 shares · 0.0% of their software$380KNew · Flat
- BullishBLSH8,601 shares · 0.0% of their software$307KFlat
- Dave Inc.DAVE1,617 shares · 0.0% of their software$282KFlat
- C3.aiAI28,807 shares · 0.0% of their software$243KFlat
- Red Violet, Inc.RDVT6,989 shares · 0.0% of their software$242KFlat
- GitLabGTLB10,712 shares · 0.0% of their software$232K−$2.3M
- Priority Technology Holdings, Inc.PRTH41,780 shares · 0.0% of their software$197KNew · Flat
- DoubleVerifyDV20,192 shares · 0.0% of their software$192KFlat
- Sprout SocialSPT32,810 shares · 0.0% of their software$187KFlat
- CourseraCOUR31,743 shares · 0.0% of their software$185KNew · Flat
- Five9FIVN10,899 shares · 0.0% of their software$165K−$535K
- SchrödingerSDGR14,041 shares · 0.0% of their software$160KFlat
- SemrushSEMR13,095 shares · 0.0% of their software$156K—
- Aeva Technologies, Inc.AEVA11,620 shares · 0.0% of their software$153KNew · Flat
- PhreesiaPHR15,713 shares · 0.0% of their software$132KFlat
- Paysafe LimitedPSFE16,921 shares · 0.0% of their software$115KFlat
- Silvaco Group, Inc.SVCO15,443 shares · 0.0% of their software$109KNew · Flat
- YextYEXT28,332 shares · 0.0% of their software$109KFlat
- Repay Holdings CorporationRPAY36,349 shares · 0.0% of their software$95KFlat
- Rezolve AI PLCRZLV36,036 shares · 0.0% of their software$92KFlat
- ReposiTrak, Inc.TRAK11,763 shares · 0.0% of their software$89KFlat
- AsanaASAN13,698 shares · 0.0% of their software$88KFlat
- BTQ Technologies Corp.BTQ32,731 shares · 0.0% of their software$87KFlat
- Immersion CorporationIMMR13,699 shares · 0.0% of their software$75KFlat
- ZoomInfoZI10,090 shares · 0.0% of their software$60K—
- Rackspace Technology, Inc.RXT59,214 shares · 0.0% of their software$58KFlat
- BackblazeBLZE16,144 shares · 0.0% of their software$56K−$509K
- Blend Labs, Inc.BLND31,176 shares · 0.0% of their software$53KFlat
- VirTra, Inc.VTSI14,213 shares · 0.0% of their software$53KFlat
- Quantum eMotion Corp.QNC21,208 shares · 0.0% of their software$49KNew · Flat
- Riskified Ltd.RSKD10,936 shares · 0.0% of their software$43KNew · Flat
- Datavault AI Inc.DVLT46,539 shares · 0.0% of their software$29KFlat
- 8x8EGHT10,809 shares · 0.0% of their software$18KNew · Flat
- AI Financial CorporationAIFC15,842 shares · 0.0% of their software$18KFlat
- Rekor Systems, Inc.REKR18,393 shares · 0.0% of their software$15KFlat