Generalist · New York, NY
First Manhattan CO. LLC.
- Software
- $3.0B
- Weight of 13F
- 8.0%
- Names
- 17
- Vs prior quarter
- −$152M
Filed 14 August 2026.
742 positions in the whole 13F.
Software held
- MicrosoftMSFT4,345,361 shares · 54.3% of their software$1.6BFlat
- OracleORCL3,772,494 shares · 18.5% of their software$553M−$26.8M
- SynopsysSNPS859,147 shares · 12.8% of their software$383M+$46.8M
- SalesforceCRM1,740,423 shares · 9.2% of their software$273M−$220M
- WorkdayWDAY639,339 shares · 2.6% of their software$78.3MNew
- BlackLineBL2,403,510 shares · 2.3% of their software$67.5M−$31.6M
- Palo Alto NetworksPANW7,602 shares · 0.1% of their software$2.6M+$1.4M
- ShopifySHOP8,661 shares · 0.0% of their software$989KFlat
- Gen DigitalGEN24,200 shares · 0.0% of their software$602KFlat
- CadenceCDNS1,384 shares · 0.0% of their software$519KFlat
- OktaOKTA3,665 shares · 0.0% of their software$500KNew
- ServiceNowNOW5,005 shares · 0.0% of their software$497K−$3.1M