Generalist · New York, NY
First Manhattan CO.
Q2 2025 · compared with Q1 2025
Filed as First Manhattan CO. LLC.
- Software
- $4.0B
- Weight of 13F
- 11.3%
- Names
- 32
- Net bought
- +$96.8M
Filed 14 August 2025 · SEC filing.
694 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 202627 names$3.3B+$72.0M
- Q1 202625 names$3.2B+$41.8M
- Q4 202530 names$4.2B+$122M
- Q3 202532 names$4.5B+$247M
- Q2 202532 names$4.0B+$96.8M
- Q1 202529 names$3.0B+$54.8M
- Q4 202428 names$3.4B−$20.2M
- Q3 202427 names$3.4B+$206M
- Q2 202423 names$3.0B+$184M
- Q1 202464 names$2.7B−$14.8M
- Q4 202365 names$2.4B−$799K
- Q3 202370 names$2.1B−$40.3M
- Q2 202357 names$2.3B−$18.8M
- Q1 202360 names$2.0BFlat
- Q4 202263 names$1.7B+$31.4M
- Q3 202264 names$1.5B+$21.3M
- Q2 202264 names$1.6B−$71.2M
- Q1 202263 names$2.0B−$146M
- Q4 202167 names$2.4B−$19.3M
- Q3 202169 names$2.0B+$14.6M
- Q2 202164 names$2.0B+$16.3M
- Q1 202157 names$1.7B+$1.3M
- Q4 202048 names$1.7B+$6.7M
- Q3 202049 names$1.5B−$46.5M
- Q2 202051 names$1.5B−$11.4M
- Q1 202050 names$1.2B−$59.0M
- Q4 201943 names$1.3B+$129M
- Q3 201941 names$1.1B+$53.0M
- Q2 201942 names$1.0B−$14.0M
- Q1 201940 names$938M+$2.4M
- Q4 201836 names$801M−$11.7M
- Q3 201837 names$917M−$89.1M
- Q2 201834 names$880M−$29.9M
- Q1 201834 names$866M−$22.7M
- Q4 201734 names$855M+$40.1M
- Q3 201731 names$738M−$18.0M
- Q2 201729 names$721M−$17.3M
- Q1 201728 names$609M−$6.5M
- Q4 201629 names$651M+$6.9M
- Q3 201628 names$609M−$22.8M
- Q2 201628 names$585M—
What moved the book
The five software lines with the largest share change this quarter.
Software held
- MicrosoftMSFT4,432,090 shares · 54.9% of their software · price +$541M$2.2B−$17.0M
- OracleORCL4,471,665 shares · 24.3% of their software · price +$352M$978M−$61.0M
- SalesforceCRM1,877,476 shares · 12.8% of their software · price +$8.1M$513M+$90.3M
- NICENICE623,385 shares · 2.6% of their software · price +$9.2M$105M+$6.3M
- BlackLineBL1,827,918 shares · 2.6% of their software · price +$15.0M$103M+$49.0M
- Uber Technologies, Inc.UBER324,858 shares · 0.8% of their software · price +$6.6M$30.3M+$3.9M
- SynopsysSNPS49,318 shares · 0.6% of their software · price +$4.1M$25.3M+$20.8M
- Automatic Data Processing, Inc.ADP58,412 shares · 0.5% of their software$18.1M−$569K
- CoreWeave, Inc.CRWV83,500 shares · 0.3% of their software · price +$10.5M$13.6MNew · +$3.1M
- ServiceNowNOW4,357 shares · 0.1% of their software · price +$1.0M$4.5M+$2.2M
- Payoneer Global Inc.PAYO617,574 shares · 0.1% of their software$4.2MFlat
- Roper Technologies, Inc.ROP5,556 shares · 0.1% of their software$3.1MFlat
- AdobeADBE4,973 shares · 0.0% of their software$1.9MFlat
- Amdocs LimitedDOX16,401 shares · 0.0% of their software$1.5MFlat
- SoundHound AI, Inc.SOUN121,359 shares · 0.0% of their software$1.3MFlat
- Gen DigitalGEN43,864 shares · 0.0% of their software$1.3M−$752K
- Tyler TechnologiesTYL2,119 shares · 0.0% of their software$1.3MFlat
- Palo Alto NetworksPANW5,722 shares · 0.0% of their software$1.2MFlat
- ShopifySHOP9,333 shares · 0.0% of their software$1.1MFlat
- WorkdayWDAY2,551 shares · 0.0% of their software$612KNew · +$596K
- CoStarCSGP6,847 shares · 0.0% of their software$550KFlat
- Fiserv, Inc.FISV3,160 shares · 0.0% of their software$545KFlat
- PalantirPLTR3,755 shares · 0.0% of their software$512KFlat
- CadenceCDNS1,414 shares · 0.0% of their software$436KFlat
- Paychex, Inc.PAYX2,235 shares · 0.0% of their software$325KFlat
- SnowflakeSNOW1,452 shares · 0.0% of their software$325KFlat
- SentinelOneS16,985 shares · 0.0% of their software$310KFlat
- FortinetFTNT2,744 shares · 0.0% of their software$290KFlat
- PaycomPAYC1,160 shares · 0.0% of their software$268KFlat
- BroadridgeBR1,050 shares · 0.0% of their software$256KFlat
- CrowdStrikeCRWD393 shares · 0.0% of their software$200KNew · Flat
- Kaltura, Inc.KLTR50,000 shares · 0.0% of their software$101KFlat