Wells Fargo

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 2026297 names · $1.6B in calls, not in the total$26.4B−$36.2M
• Q1 2026290 names · $524M in calls, not in the total$24.3B−$494M
• Q4 2025283 names · $848M in calls, not in the total$32.0B+$1.9B
• Q3 2025279 names · $387M in calls, not in the total$36.2B+$1.2B
• Q2 2025267 names · $211M in calls, not in the total$34.4B+$789M
• Q1 2025264 names · $233M in calls, not in the total$27.3B+$116M
• Q4 2024257 names · $320M in calls, not in the total$29.4B−$307M
• Q3 2024254 names · $205M in calls, not in the total$29.0B−$68.5M
• Q2 2024246 names · $160M in calls, not in the total$29.0B+$887M
• Q1 2024252 names · $207M in calls, not in the total$27.4B+$157M
• Q4 2023245 names · $166M in calls, not in the total$25.0B−$205M
• Q3 2023237 names · $79.4M in calls, not in the total$21.7B−$586M
• Q2 2023233 names · $45.5M in calls, not in the total$23.1B−$78.2M
• Q1 2023234 names · $92.7M in calls, not in the total$20.4B−$39.5M
• Q4 2022226 names · $129M in calls, not in the total$17.8B−$120M
• Q3 2022212 names · $51.1M in calls, not in the total$17.5B+$683M
• Q2 2022212 names · $92.7M in calls, not in the total$18.8B−$1.1B
• Q1 2022216 names · $156M in calls, not in the total$25.2B+$1.7B
• Q4 2021213 names$26.4B−$9.9B
• Q3 2021205 names$33.7B+$253M
• Q2 2021180 names$32.1B+$692M
• Q1 2021166 names · $196M in calls, not in the total$29.8B−$474M
• Q4 2020162 names · $39.6M in calls, not in the total$30.2B+$762M
• Q3 2020156 names · $24.0M in calls, not in the total$25.8B+$46.2M
• Q2 2020145 names · $20.0M in calls, not in the total$24.0B−$302M
• Q1 2020141 names · $6.2M in calls, not in the total$18.5B+$47.5M
• Q4 2019139 names · $11.7M in calls, not in the total$20.1B−$199M
• Q3 2019135 names · $7.4M in calls, not in the total$18.5B+$397M
• Q2 2019126 names · $14.5M in calls, not in the total$18.3B+$151M
• Q1 2019122 names · $3.1M in calls, not in the total$16.6B+$94.9M
• Q4 2018120 names · $11.0M in calls, not in the total$13.7B−$19.5M
• Q3 2018116 names · $20.3M in calls, not in the total$15.8B−$24.1M
• Q2 2018112 names · $11.2M in calls, not in the total$13.8B−$493M
• Q1 2018110 names · $9.9M in calls, not in the total$13.1B−$401M
• Q4 2017107 names · $7.8M in calls, not in the total$12.8B+$222M
• Q3 2017103 names · $4.5M in calls, not in the total$11.4BFlat
• Q2 201799 names · $7.7M in calls, not in the total$10.7B−$54.5M
• Q1 201798 names · $3.8M in calls, not in the total$10.2B−$85.1M
• Q4 201695 names · $2.1M in calls, not in the total$9.6B−$603M
• Q3 201693 names · $2.1M in calls, not in the total$9.9B−$147M
• Q2 201690 names · $659K in calls, not in the total$9.4B—

What moved the book

The five software lines with the largest share change this quarter.

• MicrosoftMSFT−$2.7B$13.4B
• MongoDBMDB−$666M$61.4M
• Amdocs LimitedDOX−$391M$29.4M
• ServiceNowNOW−$379M$478M
• DynatraceDT−$332M$8.5M

Software held

• MicrosoftMSFT39,777,466 shares · 50.7% of their software · price +$2.2B$13.4B−$2.7B
• Automatic Data Processing, Inc.ADP7,765,644 shares · 7.3% of their software · price +$362M$1.9BFlat
• Paychex, Inc.PAYX8,831,499 shares · 4.6% of their software · price +$212M$1.2BFlat
• SalesforceCRM4,337,790 shares · 4.2% of their software · price −$74.1M$1.1B−$198M
• AdobeADBE1,542,993 shares · 3.3% of their software · price −$13.4M$875M−$220M
• IntuitINTU1,314,188 shares · 3.2% of their software · price +$136M$845M−$41.3M
• FactSetFDS1,636,837 shares · 3.0% of their software · price +$149M$796M−$7.3M
• Palo Alto NetworksPANW1,108,221 shares · 2.3% of their software · price +$86.2M$617M−$75.8M
• ServiceNowNOW736,323 shares · 1.8% of their software · price +$19.8M$478M−$379M
• OracleORCL5,272,114 shares · 1.7% of their software$460M−$87.5M
• ShopifySHOP186,929 shares · 1.0% of their software · price +$4.0M$257M−$148M
• BroadridgeBR1,356,626 shares · 0.9% of their software · price +$22.0M$248M−$36.9M
• AutodeskADSK795,919 shares · 0.8% of their software · price −$3.2M$224M−$132M
• Fiserv, Inc.FISV1,999,939 shares · 0.8% of their software · price −$9.4M$208M−$138M
• Block, Inc.XYZ1,239,306 shares · 0.8% of their software · price −$97.1M$200M−$275M
• FortinetFTNT521,079 shares · 0.7% of their software · price +$35.1M$187M−$45.4M
• Uber Technologies, Inc.UBER4,051,872 shares · 0.6% of their software · price −$11.6M$170M+$8.9M
• AkamaiAKAM1,333,172 shares · 0.6% of their software · price +$16.6M$156M−$26.6M
• CrowdStrikeCRWD610,918 shares · 0.5% of their software · price −$25.1M$125M−$196M
• The Trade DeskTTD1,318,686 shares · 0.5% of their software · price +$28.1M$121M−$18.7M
• WorkdayWDAY382,913 shares · 0.4% of their software · price +$8.9M$105M−$52.8M
• CadenceCDNS548,633 shares · 0.4% of their software · price +$19.2M$102M−$164M
• SynopsysSNPS266,894 shares · 0.4% of their software · price +$18.4M$98.3M−$52.3M
• DocuSignDOCU635,280 shares · 0.4% of their software · price −$66.8M$96.8M−$15.9M
• TwilioTWLO355,657 shares · 0.4% of their software · price −$19.8M$93.7M−$319M
• VeriskVRSK370,731 shares · 0.3% of their software · price +$10.6M$84.8MFlat
• Roper Technologies, Inc.ROP164,764 shares · 0.3% of their software · price +$7.5M$81.0M+$6.7M
• SAPSAP562,509 shares · 0.3% of their software · price +$2.9M$78.8M−$10.2M
• OktaOKTA350,709 shares · 0.3% of their software · price −$4.6M$78.6M+$21.5M
• BILLBILL286,767 shares · 0.3% of their software · price −$5.1M$71.4M−$234M
• SnowflakeSNOW206,383 shares · 0.3% of their software · price +$7.5M$69.9M−$87.0M
• CoStarCSGP847,132 shares · 0.3% of their software · price −$6.0M$66.9M−$5.3M
• HubSpotHUBS95,632 shares · 0.2% of their software · price −$1.6M$63.0M−$204M
• MongoDBMDB115,947 shares · 0.2% of their software · price +$6.7M$61.4M−$666M
• TrimbleTRMB681,788 shares · 0.2% of their software · price +$3.4M$59.4M−$1.1M
• Manhattan AssociatesMANH371,352 shares · 0.2% of their software · price +$914K$57.7M−$9.0M
• Tyler TechnologiesTYL103,221 shares · 0.2% of their software · price +$8.2M$55.5M−$1.4M
• Lyft, Inc.LYFT1,259,515 shares · 0.2% of their software · price −$13.7M$53.8M+$11.3M
• VeriSign, Inc.VRSN183,978 shares · 0.2% of their software · price +$9.0M$46.7M−$892K
• Blend Labs, Inc.BLND5,614,181 shares · 0.2% of their software · price −$34.5M$41.2M−$9.1M
• SS&CSSNC488,539 shares · 0.2% of their software · price +$6.1M$40.1M−$17.4M
• VeevaVEEV147,230 shares · 0.1% of their software · price −$4.8M$37.6M−$223M
• Bentley SystemsBSY768,213 shares · 0.1% of their software · price −$9.5M$37.1MFlat
• SPS CommerceSPSC259,493 shares · 0.1% of their software · price −$4.9M$36.9M−$88.4M
• ZscalerZS112,232 shares · 0.1% of their software · price +$6.6M$36.1M+$7.9M
• PaycomPAYC86,737 shares · 0.1% of their software · price −$7.0M$36.0M+$3.7M
• F5, Inc.FFIV146,643 shares · 0.1% of their software · price +$6.7M$35.9M−$9.5M
• NetApp, Inc.NTAP385,054 shares · 0.1% of their software · price +$859K$35.4M−$9.8M
• CloudflareNET266,467 shares · 0.1% of their software · price +$5.0M$35.0M−$138M
• Five9FIVN253,506 shares · 0.1% of their software · price −$5.7M$34.8M+$31.7M
• PalantirPLTR1,755,126 shares · 0.1% of their software · price −$10.2M$32.0M−$8.4M
• BlackLineBL299,402 shares · 0.1% of their software · price −$4.3M$31.0M+$618K
• ZoomInfoZI470,156 shares · 0.1% of their software$30.2M—
• Fair IsaacFICO69,532 shares · 0.1% of their software · price +$2.5M$30.2M−$46.9M
• BoxBOX1,136,174 shares · 0.1% of their software · price +$2.9M$29.8M+$2.6M
• Amdocs LimitedDOX393,338 shares · 0.1% of their software$29.4M−$391M
• MorningstarMORN85,067 shares · 0.1% of their software · price +$7.1M$29.1M−$43.0M
• EVERTEC, Inc.EVTC533,082 shares · 0.1% of their software · price +$2.3M$26.6M+$5.6M
• ZoomZM140,930 shares · 0.1% of their software · price −$10.9M$25.9M−$19.9M
• Rapid7RPD213,759 shares · 0.1% of their software · price +$998K$25.2M−$205M
• GuidewireGWRE217,942 shares · 0.1% of their software · price −$1.2M$24.7M+$752K
• ElasticESTC198,150 shares · 0.1% of their software · price −$5.1M$24.4M−$143M
• PTCPTC188,342 shares · 0.1% of their software$22.8M−$35.2M
• UnityU150,861 shares · 0.1% of their software · price +$2.5M$21.6M−$205M
• Cerence Inc.CRNC254,135 shares · 0.1% of their software · price −$4.9M$19.5M−$3.7M
• Global-EGLBE303,650 shares · 0.1% of their software · price −$2.6M$19.2M−$16.3M
• WorkivaWK144,939 shares · 0.1% of their software · price −$1.5M$18.9M−$79.5M
• Euronet Worldwide, Inc.EEFT151,490 shares · 0.1% of their software · price −$1.2M$18.1M−$293M
• DatadogDDOG99,734 shares · 0.1% of their software · price +$3.7M$17.8M−$45.3M
• NICENICE56,559 shares · 0.1% of their software · price +$1.1M$17.2M+$5.0M
• GoDaddyGDDY197,773 shares · 0.1% of their software · price +$3.0M$16.8M−$2.9M
• RingCentralRNG89,203 shares · 0.1% of their software · price −$2.7M$16.7M−$61.5M
• WEX Inc.WEX115,648 shares · 0.1% of their software · price −$4.1M$16.2M−$11.7M
• DropboxDBX638,424 shares · 0.1% of their software · price −$3.0M$15.7M−$32.4M
• Sprout SocialSPT171,135 shares · 0.1% of their software · price −$5.3M$15.5M−$60.7M
• Check PointCHKP128,865 shares · 0.1% of their software$15.0M−$79.7M
• WixWIX94,012 shares · 0.1% of their software · price −$3.6M$14.8M−$3.6M
• Gen DigitalGEN569,866 shares · 0.1% of their software$14.8M−$54.4M
• Strategy IncMSTR26,120 shares · 0.1% of their software · price −$886K$14.2M+$2.0M
• QualysQLYS96,183 shares · 0.1% of their software · price +$2.5M$13.2MFlat
• Endava plcDAVA75,949 shares · 0.0% of their software · price +$2.4M$12.8M−$26.8M
• Q2QTWO155,472 shares · 0.0% of their software$12.4M−$51.0M
• UiPathPATH268,017 shares · 0.0% of their software · price −$2.5M$11.6M+$7.2M
• InterDigital, Inc.IDCC161,256 shares · 0.0% of their software · price +$614K$11.6M−$2.7M
• SentinelOneS227,954 shares · 0.0% of their software · price −$702K$11.5M+$4.4M
• Clearwater AnalyticsCWAN492,034 shares · 0.0% of their software$11.3M—
• LightspeedLSPD261,440 shares · 0.0% of their software · price −$14.6M$10.6M−$147M
• DynatraceDT141,113 shares · 0.0% of their software · price −$1.5M$8.5M−$332M
• Sabre CorporationSABR975,454 shares · 0.0% of their software · price −$3.2M$8.4M−$1.9M
• ACI WorldwideACIW238,891 shares · 0.0% of their software · price +$948K$8.3M+$1.0M
• DigitalOceanDOCN101,202 shares · 0.0% of their software$8.1M−$21.3M
• TeradataTDC188,928 shares · 0.0% of their software · price −$2.8M$8.0M−$15.1M
• DoximityDOCS157,983 shares · 0.0% of their software · price −$4.8M$7.9M−$52.3M
• Digital TurbineAPPS128,550 shares · 0.0% of their software · price −$998K$7.8M+$1.3M
• Calix, Inc.CALX93,859 shares · 0.0% of their software · price +$2.9M$7.5M+$569K
• PhreesiaPHR177,641 shares · 0.0% of their software · price −$3.6M$7.4M−$35.2M
• Alarm.com Holdings, Inc.ALRM82,002 shares · 0.0% of their software · price +$543K$7.0M+$636K
• BlackbaudBLKB87,089 shares · 0.0% of their software · price +$752K$6.9M−$5.2M
• Commerce.com, Inc.CMRC192,282 shares · 0.0% of their software · price −$2.9M$6.8M−$11.4M
• AsanaASAN91,226 shares · 0.0% of their software · price −$2.7M$6.8M+$2.3M
• Upbound Group, Inc.UPBD119,376 shares · 0.0% of their software · price −$975K$5.7MFlat
• PubMaticPUBM163,936 shares · 0.0% of their software · price +$1.3M$5.6M+$4.1M
• i3 Verticals, Inc.IIIV239,521 shares · 0.0% of their software$5.5MFlat
• StoneCo Ltd.STNE318,379 shares · 0.0% of their software · price −$5.7M$5.4M−$75.2M
• DomoDOMO107,201 shares · 0.0% of their software$5.3M—
• Rackspace Technology, Inc.RXT384,701 shares · 0.0% of their software$5.2M−$631K
• TenableTENB93,446 shares · 0.0% of their software · price +$834K$5.1M+$935K
• MagniteMGNI276,684 shares · 0.0% of their software · price −$2.9M$4.8M−$106M
• VaronisVRNS94,972 shares · 0.0% of their software · price −$1.1M$4.6M+$1.5M
• ProgressPRGS90,440 shares · 0.0% of their software$4.4M−$12.3M
• PaymentusPAY124,329 shares · 0.0% of their software · price +$1.3M$4.3M−$5.9M
• Shift4 Payments, Inc.FOUR71,271 shares · 0.0% of their software · price −$1.4M$4.1M−$88.0M
• CommvaultCVLT52,412 shares · 0.0% of their software$3.6M−$8.1M
• AppianAPPN53,844 shares · 0.0% of their software · price −$1.5M$3.5MFlat
• PegasystemsPEGA30,868 shares · 0.0% of their software$3.5M−$1.7M
• LiveRamp Holdings, Inc.RAMP69,349 shares · 0.0% of their software$3.3M+$654K
• PagerDutyPD85,086 shares · 0.0% of their software · price −$568K$3.0M−$15.3M
• NutanixNTNX92,427 shares · 0.0% of their software · price −$540K$2.9M−$3.1M
• AlkamiALKT146,225 shares · 0.0% of their software · price −$676K$2.9M−$12.9M
• N-ableNABL263,479 shares · 0.0% of their software$2.9M+$2.5M
• OpenTextOTEX59,909 shares · 0.0% of their software$2.8M−$2.8M
• AppFolioAPPF20,086 shares · 0.0% of their software$2.4MFlat
• PAR Technology CorporationPAR44,528 shares · 0.0% of their software$2.4M−$8.6M
• ePlus inc.PLUS43,292 shares · 0.0% of their software · price −$2.1M$2.3M−$3.1M
• 8x8EGHT135,311 shares · 0.0% of their software$2.3M—
• A10 Networks, Inc.ATEN134,643 shares · 0.0% of their software$2.2MFlat
• Alight, Inc.ALIT198,657 shares · 0.0% of their software$2.1MFlat
• Donnelley Financial Solutions, Inc.DFIN45,227 shares · 0.0% of their software · price +$566K$2.1MFlat
• CertaraCERT73,663 shares · 0.0% of their software$2.1M−$2.0M
• NetScout Systems, Inc.NTCT61,893 shares · 0.0% of their software$2.0M+$1.1M
• FlywireFLYW52,825 shares · 0.0% of their software$2.0M−$13.2M
• PaylocityPCTY7,718 shares · 0.0% of their software$1.8MFlat
• SchrödingerSDGR52,257 shares · 0.0% of their software · price −$1.0M$1.8M−$38.0M
• Agora, Inc.API110,094 shares · 0.0% of their software · price −$1.4M$1.8M−$27.0M
• Repay Holdings CorporationRPAY89,487 shares · 0.0% of their software$1.6M−$2.2M
• Health CatalystHCAT39,176 shares · 0.0% of their software$1.6M+$1.1M
• Definitive HealthcareDH55,932 shares · 0.0% of their software · price −$867K$1.5M+$2.2M
• SmartRent, Inc.SMRT156,471 shares · 0.0% of their software · price −$523K$1.5MFlat
• FastlyFSLY41,145 shares · 0.0% of their software$1.5MFlat
• Mitek Systems, Inc.MITK76,173 shares · 0.0% of their software$1.4M−$1.9M
• BlackBerry LimitedBB143,493 shares · 0.0% of their software$1.3MFlat
• Thryv Holdings, Inc.THRY31,994 shares · 0.0% of their software$1.3MFlat
• SimilarwebSMWB68,902 shares · 0.0% of their software$1.2MNew · +$1.4M
• Clear Secure, Inc.YOU39,219 shares · 0.0% of their software$1.2M+$732K
• YextYEXT123,930 shares · 0.0% of their software$1.2MFlat
• Agilysys, Inc.AGYS27,449 shares · 0.0% of their software$1.2M+$520K
• JFrogFROG39,586 shares · 0.0% of their software$1.2MFlat
• Bandwidth Inc.BAND16,142 shares · 0.0% of their software$1.2M−$13.5M
• OneSpan Inc.OSPN67,254 shares · 0.0% of their software$1.1MFlat
• Consensus Cloud Solutions, Inc.CCSI19,274 shares · 0.0% of their software$1.1MNew · +$687K
• International Money Express, Inc.IMXI68,843 shares · 0.0% of their software$1.1M−$666K
• Viant Technology Inc.DSP107,063 shares · 0.0% of their software$1.0MFlat
• CourseraCOUR41,756 shares · 0.0% of their software$1.0M+$1.3M
• GitLabGTLB11,385 shares · 0.0% of their software$991KNew · +$990K
• AmplitudeAMPL18,619 shares · 0.0% of their software$985KNew · +$1.0M
• CS Disco, Inc.LAW25,599 shares · 0.0% of their software$915K+$1.0M
• C3.aiAI27,196 shares · 0.0% of their software$850K−$1.2M
• Ooma, Inc.OOMA40,731 shares · 0.0% of their software$832K−$1.0M
• ProcorePCOR8,298 shares · 0.0% of their software$664K−$10.7M
• Telos CorporationTLS42,906 shares · 0.0% of their software · price −$558K$661KFlat
• Tucows Inc.TCX7,879 shares · 0.0% of their software$660K−$1.7M
• ToastTOST18,883 shares · 0.0% of their software$655K+$921K
• PDF Solutions, Inc.PDFS20,404 shares · 0.0% of their software$648KFlat
• SoundThinking, Inc.SSTI18,592 shares · 0.0% of their software$549K−$650K
• Rimini Street, Inc.RMNI91,476 shares · 0.0% of their software$546K−$1.6M
• AppLovinAPP5,766 shares · 0.0% of their software$544KFlat
• eGain CorporationEGAN52,600 shares · 0.0% of their software$525K−$541K
• Veritone, Inc.VERI21,814 shares · 0.0% of their software$490KFlat
• DuolingoDUOL4,539 shares · 0.0% of their software$482K−$1.2M
• Simulations PlusSLP10,120 shares · 0.0% of their software$479KFlat
• Sportradar Group AGSRAD25,551 shares · 0.0% of their software$449KFlat
• FreshworksFRSH15,514 shares · 0.0% of their software$408K−$5.1M
• Grab Holdings LimitedGRAB52,672 shares · 0.0% of their software$376KNew · +$538K
• Intapp, Inc.INTA14,885 shares · 0.0% of their software$374KFlat
• Ribbon Communications Inc.RBBN48,132 shares · 0.0% of their software$291KFlat
• Cognyte Software Ltd.CGNT16,376 shares · 0.0% of their software$257KFlat
• DoubleVerifyDV7,634 shares · 0.0% of their software$254KFlat
• Daily Journal CorporationDJCO674 shares · 0.0% of their software$241KFlat
• Priority Technology Holdings, Inc.PRTH32,486 shares · 0.0% of their software$230K−$575K
• Radware Ltd.RDWR5,071 shares · 0.0% of their software$211KFlat
• Immersion CorporationIMMR35,726 shares · 0.0% of their software$204KFlat
• Materialise NVMTLS7,909 shares · 0.0% of their software$189KFlat
• PagSeguro Digital Ltd.PAGS7,063 shares · 0.0% of their software$186KFlat
• Remitly Global, Inc.RELY7,589 shares · 0.0% of their software$156KFlat
• EverCommerceEVCM9,516 shares · 0.0% of their software$150KFlat
• Intellicheck, Inc.IDN30,697 shares · 0.0% of their software$142KFlat
• SprinklrCXM7,960 shares · 0.0% of their software$127KFlat
• Rekor Systems, Inc.REKR19,196 shares · 0.0% of their software$126KFlat
• Kaltura, Inc.KLTR35,131 shares · 0.0% of their software$118KFlat
• AudioEye, Inc.AEYE9,000 shares · 0.0% of their software$63KNew · Flat
• DescartesDSGX752 shares · 0.0% of their software$62K−$693K
• Riskified Ltd.RSKD5,000 shares · 0.0% of their software$39K−$23.4M
• Zeta GlobalZETA3,551 shares · 0.0% of their software$30KFlat
• AvePointAVPT4,281 shares · 0.0% of their software$27KFlat
• Paysign, Inc.PAYS13,457 shares · 0.0% of their software$22KFlat
• SamsaraIOT715 shares · 0.0% of their software$20KNew · Flat
• CCC Intelligent Solutions Holdings Inc.CCC1,702 shares · 0.0% of their software$19KFlat
• Payoneer Global Inc.PAYO1,651 shares · 0.0% of their software$12KFlat
• DLocal LimitedDLO250 shares · 0.0% of their software$9KFlat
• Nerdy Inc.NRDY1,799 shares · 0.0% of their software$8KNew · Flat
• VertexVERX481 shares · 0.0% of their software$8KFlat
• Expensify, Inc.EXFY58 shares · 0.0% of their software$3KNew · Flat
• SemrushSEMR141 shares · 0.0% of their software$3K—
• ReposiTrak, Inc.TRAK563 shares · 0.0% of their software$3KFlat
• DHI Group, Inc.DHX264 shares · 0.0% of their software$2KFlat
• Kingsoft Cloud Holdings LimitedKC125 shares · 0.0% of their software$2KFlat
• Lesaka Technologies, Inc.LSAK314 shares · 0.0% of their software$2KFlat
• Red Violet, Inc.RDVT62 shares · 0.0% of their software$2K−$522K
• PowerFleet, Inc.AIOT221 shares · 0.0% of their software$1KFlat
• Asure Software, Inc.ASUR115 shares · 0.0% of their software$1KFlat
• BackblazeBLZE39 shares · 0.0% of their software$1KNew · Flat
• BrazeBRZE14 shares · 0.0% of their software$1KNew · Flat
• NextNav Inc.NN124 shares · 0.0% of their software$1KNew · Flat