Generalist · New York, NY
First Manhattan CO.
Q1 2026 · compared with Q4 2025
Filed as First Manhattan CO. LLC.
- Software
- $3.2B
- Weight of 13F
- 8.9%
- Names
- 25
- Net bought
- +$41.8M
748 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
- MicrosoftMSFT4,371,164 shares · 50.4% of their software · price −$496M$1.6BFlat
- OracleORCL3,940,029 shares · 18.1% of their software · price −$188M$580M−$8.3M
- SalesforceCRM2,645,328 shares · 15.4% of their software · price −$207M$494MFlat
- SynopsysSNPS848,592 shares · 10.5% of their software · price −$62.2M$336M+$30.1M
- BlackLineBL2,676,987 shares · 3.1% of their software · price −$49.0M$99.0M+$13.7M
- Uber Technologies, Inc.UBER630,380 shares · 1.4% of their software · price −$6.2M$45.3M+$12.0M
- Automatic Data Processing, Inc.ADP48,465 shares · 0.3% of their software · price −$2.6M$9.9M−$2.9M
- NCR Atleos CorporationNATL201,195 shares · 0.3% of their software · price +$1.1M$8.8M−$2.3M
- ServiceNowNOW34,450 shares · 0.1% of their software · price −$1.7M$3.6MFlat
- Payoneer Global Inc.PAYO617,574 shares · 0.1% of their software$3.0MFlat
- Lyft, Inc.LYFT200,000 shares · 0.1% of their software · price −$1.2M$2.7MNew · +$3.9M
- Amdocs LimitedDOX18,556 shares · 0.0% of their software$1.2MFlat
- Palo Alto NetworksPANW7,303 shares · 0.0% of their software$1.2MFlat
- ShopifySHOP8,661 shares · 0.0% of their software$1.0M−$552K
- Blend Labs, Inc.BLND536,592 shares · 0.0% of their software · price −$719K$912KNew · +$1.6M
- SoundHound AI, Inc.SOUN121,359 shares · 0.0% of their software$834KFlat
- AdobeADBE2,721 shares · 0.0% of their software$661KFlat
- PalantirPLTR4,449 shares · 0.0% of their software$651KFlat
- Gen DigitalGEN24,200 shares · 0.0% of their software$456KFlat
- CoreWeave, Inc.CRWV5,000 shares · 0.0% of their software$387KNew · Flat
- CadenceCDNS1,384 shares · 0.0% of their software$385KFlat
- Tyler TechnologiesTYL1,114 shares · 0.0% of their software$381KFlat
- FortinetFTNT2,744 shares · 0.0% of their software$224KFlat
- Kaltura, Inc.KLTR50,000 shares · 0.0% of their software$61KFlat
- Orion Digital Corp.ORIO26,400 shares · 0.0% of their software$25KNew · Flat