Generalist · Copenhagen V, Denmark
Danske Bank A/S
Q2 2024 · compared with Q1 2024
- Software
- $3.7B
- Weight of 13F
- 13.8%
- Names
- 99
- Net bought
- −$1.2B
Filed 18 March 2026 · SEC filing.
Call exposure on these names is $749K across 1 line. Calls are not in the stock total.
1,117 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 202689 names$4.5B+$238M
- Q1 202688 names$4.1B+$20.8M
- Q4 2025118 names$5.3B+$6.2B
- Q3 202547 names · $390K in calls, not in the total$197M−$5.9B
- Q2 2025121 names · $2.3M in calls, not in the total$6.0B+$511M
- Q1 2025116 names · $163K in calls, not in the total$4.3B+$289M
- Q4 2024115 names · $332K in calls, not in the total$4.5B+$280M
- Q3 2024118 names · $115K in calls, not in the total$4.1B+$379M
- Q2 202499 names · $749K in calls, not in the total$3.7B−$1.2B
- Q1 2024127 names · $1.3M in calls, not in the total$4.8B—
What moved the book
The five software lines with the largest share change this quarter.
Software held
- MicrosoftMSFT4,200,939 shares · 50.3% of their software · price +$110M$1.9B−$506M
- SalesforceCRM918,169 shares · 6.3% of their software · price −$40.5M$236M−$44.0M
- AdobeADBE265,663 shares · 4.0% of their software · price +$13.5M$148MFlat
- OracleORCL1,018,928 shares · 3.9% of their software · price +$15.9M$144M−$23.5M
- IntuitINTU173,482 shares · 3.1% of their software · price +$1.3M$114M−$109M
- ServiceNowNOW135,235 shares · 2.8% of their software · price +$3.3M$106M−$31.7M
- Palo Alto NetworksPANW296,348 shares · 2.7% of their software · price +$16.3M$100M−$4.5M
- CrowdStrikeCRWD210,616 shares · 2.2% of their software · price +$13.2M$80.7M+$1.4M
- Automatic Data Processing, Inc.ADP242,017 shares · 1.5% of their software · price −$2.7M$57.8M+$4.9M
- Fiserv, Inc.FISV381,942 shares · 1.5% of their software · price −$4.1M$56.9MFlat
- Uber Technologies, Inc.UBER775,070 shares · 1.5% of their software · price −$3.3M$56.3M−$4.7M
- NetApp, Inc.NTAP360,641 shares · 1.2% of their software · price +$8.6M$46.5M+$3.1M
- SynopsysSNPS70,410 shares · 1.1% of their software · price +$1.7M$41.9M−$117M
- GoDaddyGDDY282,181 shares · 1.1% of their software · price +$5.9M$39.4M+$18.6M
- CadenceCDNS128,013 shares · 1.1% of their software$39.4M−$13.9M
- AutodeskADSK158,283 shares · 1.0% of their software · price −$2.1M$39.2M−$80.7M
- FortinetFTNT494,667 shares · 0.8% of their software · price −$4.0M$29.8M+$8.0M
- VeevaVEEV161,178 shares · 0.8% of their software · price −$7.8M$29.5M−$6.1M
- WorkdayWDAY130,703 shares · 0.8% of their software · price −$6.4M$29.2M−$4.6M
- Roper Technologies, Inc.ROP49,089 shares · 0.7% of their software$27.7M−$6.8M
- Paychex, Inc.PAYX199,687 shares · 0.6% of their software · price −$847K$23.7M+$2.6M
- DocuSignDOCU427,218 shares · 0.6% of their software · price −$2.6M$22.9M−$1.1M
- PalantirPLTR768,896 shares · 0.5% of their software · price +$1.8M$19.5M−$3.0M
- VeriskVRSK72,232 shares · 0.5% of their software · price +$2.4M$19.5M−$56.0M
- The Trade DeskTTD181,292 shares · 0.5% of their software · price +$1.9M$17.7M−$1.1M
- SnowflakeSNOW118,764 shares · 0.4% of their software · price −$3.1M$16.0M−$2.7M
- Fair IsaacFICO10,195 shares · 0.4% of their software · price +$2.4M$15.2M−$19.8M
- Block, Inc.XYZ223,478 shares · 0.4% of their software · price −$4.5M$14.4M−$944K
- DatadogDDOG110,366 shares · 0.4% of their software · price +$672K$14.3M−$3.8M
- CoStarCSGP173,942 shares · 0.3% of their software · price −$3.9M$12.9M−$1.4M
- BroadridgeBR65,365 shares · 0.3% of their software · price −$514K$12.9M−$1.7M
- SS&CSSNC201,579 shares · 0.3% of their software$12.6M+$5.3M
- AtlassianTEAM71,116 shares · 0.3% of their software · price −$1.3M$12.6M−$722K
- PTCPTC66,597 shares · 0.3% of their software$12.1M−$868K
- HubSpotHUBS20,073 shares · 0.3% of their software · price −$738K$11.8M−$3.3M
- F5, Inc.FFIV65,087 shares · 0.3% of their software · price −$1.1M$11.2M−$10.7M
- AppLovinAPP130,274 shares · 0.3% of their software · price +$1.8M$10.8M+$3.8M
- CloudflareNET111,030 shares · 0.2% of their software · price −$1.6M$9.2M−$17.6M
- Strategy IncMSTR6,193 shares · 0.2% of their software · price −$2.0M$8.5M+$7.2M
- Tyler TechnologiesTYL16,788 shares · 0.2% of their software · price +$1.3M$8.4M−$2.3M
- ZscalerZS39,769 shares · 0.2% of their software$7.6M−$5.3M
- ZoomZM122,426 shares · 0.2% of their software · price −$757K$7.2M−$992K
- Corpay, Inc.CPAY26,591 shares · 0.2% of their software · price −$1.1M$7.1M−$12.8M
- Gen DigitalGEN280,815 shares · 0.2% of their software · price +$725K$7.0M−$1.3M
- MongoDBMDB27,884 shares · 0.2% of their software · price −$3.0M$7.0M−$3.2M
- Manhattan AssociatesMANH27,888 shares · 0.2% of their software$6.9M−$7.8M
- FactSetFDS16,359 shares · 0.2% of their software · price −$754K$6.7M−$545K
- CommvaultCVLT51,741 shares · 0.2% of their software · price +$1.0M$6.3M+$2.9M
- AkamaiAKAM63,332 shares · 0.2% of their software · price −$1.2M$5.7M−$6.4M
- TrimbleTRMB97,333 shares · 0.1% of their software · price −$821K$5.4M−$14.2M
- VeriSign, Inc.VRSN30,224 shares · 0.1% of their software$5.4M−$2.3M
- DynatraceDT114,842 shares · 0.1% of their software$5.1M−$686K
- OktaOKTA54,228 shares · 0.1% of their software · price −$597K$5.1M−$2.2M
- PaycomPAYC32,866 shares · 0.1% of their software · price −$1.8M$4.7MFlat
- DigitalOceanDOCN122,997 shares · 0.1% of their software$4.3M+$3.5M
- Bentley SystemsBSY75,710 shares · 0.1% of their software$3.7M−$1.3M
- Check PointCHKP21,800 shares · 0.1% of their software$3.6MFlat
- ToastTOST135,120 shares · 0.1% of their software$3.5M−$10.1M
- TwilioTWLO56,746 shares · 0.1% of their software$3.2M−$8.8M
- Grab Holdings LimitedGRAB763,300 shares · 0.1% of their software$2.7MFlat
- PaylocityPCTY20,286 shares · 0.1% of their software · price −$812K$2.7MFlat
- DoximityDOCS95,524 shares · 0.1% of their software$2.7MFlat
- SamsaraIOT70,000 shares · 0.1% of their software$2.4MFlat
- NutanixNTNX35,568 shares · 0.1% of their software$2.0M−$14.0M
- UiPathPATH158,446 shares · 0.1% of their software · price −$1.6M$2.0MFlat
- WixWIX11,456 shares · 0.0% of their software$1.8MFlat
- monday.comMNDY7,000 shares · 0.0% of their software$1.7M+$700K
- ElasticESTC14,731 shares · 0.0% of their software$1.7M−$966K
- SPS CommerceSPSC8,393 shares · 0.0% of their software$1.6M−$902K
- UnityU95,842 shares · 0.0% of their software · price −$1.0M$1.6MFlat
- TenableTENB33,876 shares · 0.0% of their software$1.5M−$563K
- AppFolioAPPF5,882 shares · 0.0% of their software$1.4MFlat
- Q2QTWO21,035 shares · 0.0% of their software$1.3MFlat
- Shift4 Payments, Inc.FOUR17,266 shares · 0.0% of their software$1.3MFlat
- Lyft, Inc.LYFT89,224 shares · 0.0% of their software$1.3M+$585K
- BoxBOX47,118 shares · 0.0% of their software$1.2M+$850K
- LiveRamp Holdings, Inc.RAMP39,756 shares · 0.0% of their software$1.2MFlat
- VertexVERX33,641 shares · 0.0% of their software$1.2M+$976K
- PegasystemsPEGA19,461 shares · 0.0% of their software$1.2M−$2.9M
- PagerDutyPD50,797 shares · 0.0% of their software$1.2M+$1.1M
- SprinklrCXM117,801 shares · 0.0% of their software$1.1M+$1.4M
- Clearwater AnalyticsCWAN59,962 shares · 0.0% of their software$1.1M—
- RingCentralRNG33,931 shares · 0.0% of their software$957K−$538K
- EVERTEC, Inc.EVTC27,647 shares · 0.0% of their software$919KNew · +$1.1M
- QualysQLYS6,279 shares · 0.0% of their software$895KFlat
- Agilysys, Inc.AGYS8,480 shares · 0.0% of their software$883K+$571K
- Global-EGLBE18,200 shares · 0.0% of their software$660KFlat
- Five9FIVN6,772 shares · 0.0% of their software$299K−$1.4M
- Alarm.com Holdings, Inc.ALRM1,200 shares · 0.0% of their software$76KFlat
- FreshworksFRSH4,000 shares · 0.0% of their software$51KFlat
- GuidewireGWRE300 shares · 0.0% of their software$41K−$887K
- Daily Journal CorporationDJCO100 shares · 0.0% of their software$39KNew · Flat
- A10 Networks, Inc.ATEN2,300 shares · 0.0% of their software$32KNew · Flat
- Intapp, Inc.INTA400 shares · 0.0% of their software$15KFlat
- Zeta GlobalZETA800 shares · 0.0% of their software$14KNew · Flat
- NCR Atleos CorporationNATL350 shares · 0.0% of their software$9KFlat
- Sprout SocialSPT173 shares · 0.0% of their software$6K−$1.3M
- Rapid7RPD80 shares · 0.0% of their software$3K−$1.6M
- Remitly Global, Inc.RELY231 shares · 0.0% of their software$3KNew · Flat